PIPR · Company research
Piper Sandler Companies (PIPR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 289 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1146 | 82902 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Vermillion Wealth Management, Inc. | 1737012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 2031 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20992 | 1518592 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CGC Financial Services, LLC | 1992785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 579 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34006 | 2459994 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAIRS & POWER INC | 1070134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 544505 | 39389492 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54080 | 3912147 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3844 | 278075 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3570 | 258254 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96 | 6945 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1250 | 90427 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 1736 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Blue Owl Capital Holdings LP | 1858703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2428 | 175642 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10047 | 726799 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 5787 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Annex Advisory Services, LLC | 1542287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27455 | 1986070 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48059 | 3476588 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1061539 | 76791730 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20948 | 1515 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40967 | 2963553 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18505 | 1338652 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 435 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4487 | 324584 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 1157 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17638 | 1275933 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cander Asset Management LP | 2082399 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97903 | 7082303 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 861940 | 62352740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Modus Advisors, LLC | 1799284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3592 | 259845 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Tarbox Family Office, Inc. | 1599603 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5316 | 384559 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MJT & Associates Financial Advisory Group, Inc. | 2065777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320 | 23149 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 345329 | 24981100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35817 | 2591002 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 36170 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26840 | 1941606 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MARTINGALE ASSET MANAGEMENT L P | 936944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36800 | 2662112 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Diametric Capital, LP | 1719087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3058 | 221215 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89743 | 6492010 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 2315 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1327826 | 96054937 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8941 | 646792 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Destination Wealth Management | 1278573 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5960 | 431146 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18192 | 1316043 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59255 | 4286 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43496 | 3146500 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124 | 8945 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256 | 18519 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Vise Technologies, Inc. | 1812090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11226 | 812089 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1083098 | 82911152 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 362 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Signature Equity Partners, LLC | 2109813 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 4600 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3533 | 255577 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66852 | 4836074 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2425 | 176176 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2874 | 207905 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Atlatl Advisers LLC | 2023168 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 868 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34383 | 2487266 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9657 | 698619 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 259 | 18736 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HighMark Wealth Management LLC | 1802451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143 | 10352 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 387093 | 28002308 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1085936 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 683367 | 49434769 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7559902 | 546883311 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Johnson Financial Group, Inc. | 1477024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 2315 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2400 | 173616 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Obermeyer Wealth Partners | 1349654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5876 | 425070 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41127 | 2975127 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56 | 4052 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19084 | 1380536 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21300 | 1540855 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53383 | 3861726 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20050 | 1450 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16027 | 1159393 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33429 | 2418254 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3204 | 231777 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18053 | 1305939 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 6800 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8802 | 636713 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10605 | 767166 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Maridea Wealth Management LLC | 2056245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8523 | 616554 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.