PIPER SANDLER COMPANIES (PIPR)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
397
Reporting holders
$4.4B
Reported value
85.8%
Of shares outstanding
0.8%
Held as options
+45
Holder change
Institutions report 60,647,546 shares against 70,670,291 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $799.3M | 11,048,611 | 0.01% | 2q | +5.9%+$44.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $375.2M | 5,186,683 | 0.02% | 2q | +1.0%+$3.8M |
| Invesco Ltd. | $227.3M | 3,141,984 | 0.02% | 2q | +20.4%+$38.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $219.8M | 3,038,326 | 0.00% | 2q | +0.5%+$1.1M |
| STATE STREET CORP | $211.2M | 2,919,922 | 0.01% | 2q | +4.8%+$9.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $126.0M | 1,741,263 | 0.01% | 2q | +6.7%+$7.9M |
| GOLDMAN SACHS GROUP INC | $116.9M | 1,616,193 | 0.01% | 2q | +10.1%+$10.8M |
| DIMENSIONAL FUND ADVISORS LP | $103.0M | 1,424,002 | 0.02% | 2q | +3.5%+$3.5M |
| North Reef Capital Management LP | $97.7M | 1,350,000 | 3.74% | 2q | +39.9%+$27.9M |
| WESTWOOD HOLDINGS GROUP INC | $89.5M | 1,237,090 | 0.67% | 2q | +11.3%+$9.1M |
| Stephens Investment Management Group LLC | $83.1M | 1,148,867 | 0.89% | 2q | +2.6%+$2.1M |
| ALLIANCEBERNSTEIN L.P. | $82.9M | 1,083,098 | 0.03% | 2q | -4.8%-$4.2M |
| Fisher Asset Management, LLC | $76.8M | 1,061,539 | 0.02% | 2q | -1.5%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $67.6M | 934,379 | 0.03% | 2q | +25.9%+$13.9M |
| NORGES BANK | $64.3M | 889,117 | 0.01% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.4M | 861,940 | 0.01% | 2q | HELD |
| Sixth Street Partners Management Company, L.P. | $62.4M | 861,940 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $58.1M | 803,760 | 0.01% | 2q | +6.5%+$3.5M |
| JPMORGAN CHASE & CO | $54.8M | 751,863 | 0.00% | 2q | -14.3%-$9.1M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $51.1M | 706,867 | 1.02% | 2q | -2.1%-$1.1M |
| MORGAN STANLEY | $44.9M | 621,305 | 0.00% | 2q | -13.8%-$7.2M |
| Nuveen, LLC | $44.4M | 613,110 | 0.01% | 2q | -12.1%-$6.1M |
| Bank of New York Mellon Corp | $41.5M | 573,217 | 0.01% | 2q | +0.5%+$214.6K |
| VOYA INVESTMENT MANAGEMENT LLC | $39.6M | 547,144 | 0.03% | 2q | -0.6%-$224.0K |
| MAIRS & POWER INC | $39.4M | 544,505 | 0.36% | 2q | HELD |
| FRANKLIN RESOURCES INC | $37.1M | 513,020 | 0.01% | 2q | HELD |
| LOOMIS SAYLES & CO L P | $36.2M | 500,598 | 0.05% | 2q | -6.7%-$2.6M |
| VANGUARD FIDUCIARY TRUST CO | $35.4M | 488,682 | 0.01% | 2q | +3.3%+$1.1M |
| Jupiter Topco LLC | $34.6M | 478,652 | 0.01% | new | FIRST |
| Public Sector Pension Investment Board | $33.6M | 464,268 | 0.04% | 2q | +92.0%+$16.1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $32.7M | 451,724 | 0.12% | 2q | -28.9%-$13.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.3M | 27,081 | 0.00% | 2q | -45.2%-$26.6M |
| Boston Trust Walden Corp | $31.6M | 437,008 | 0.24% | 2q | +163.9%+$19.6M |
| Allspring Global Investments Holdings, LLC | $28.8M | 399,189 | 0.04% | 2q | +124.3%+$16.0M |
| Azora Capital LP | $27.5M | 380,367 | 1.16% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $25.8M | 356,790 | 0.01% | 2q | HELD |
| EMERALD ADVISERS, LLC | $25.3M | 350,159 | 0.60% | 2q | -2.9%-$753.7K |
| KENNEDY CAPITAL MANAGEMENT LLC | $25.0M | 345,329 | 0.44% | 2q | -2.9%-$746.7K |
| PRINCIPAL FINANCIAL GROUP INC | $23.9M | 330,579 | 0.01% | 2q | HELD |
| SEI INVESTMENTS CO | $21.9M | 302,293 | 0.02% | 2q | -17.5%-$4.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $21.9M | 302,222 | 0.01% | 2q | +80.6%+$9.8M |
| Qube Research & Technologies Ltd | $20.6M | 284,656 | 0.02% | 2q | +9.1%+$1.7M |
| TimesSquare Capital Management, LLC | $19.2M | 264,791 | 0.28% | 2q | -15.4%-$3.5M |
| NEUBERGER BERMAN GROUP LLC | $18.7M | 259,078 | 0.01% | 2q | +13.0%+$2.2M |
| Fiera Capital Corp | $18.5M | 255,778 | 0.07% | 2q | -42.7%-$13.8M |
| BANK OF AMERICA CORP /DE/ | $17.0M | 234,806 | 0.00% | 2q | -17.4%-$3.6M |
| Creative Planning | $16.7M | 231,297 | 0.01% | 2q | +80.1%+$7.4M |
| EMERALD MUTUAL FUND ADVISERS TRUST | $16.3M | 225,192 | 0.57% | 2q | HELD |
| MACKENZIE FINANCIAL CORP | $14.8M | 204,362 | 0.01% | 2q | +271.0%+$10.8M |
| UBS Group AG | $14.2M | 196,957 | 0.00% | 2q | -24.2%-$4.6M |
| BARCLAYS PLC | $13.8M | 191,197 | 0.00% | 2q | -34.1%-$7.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $13.8M | 190,115 | 0.00% | 2q | -35.5%-$7.6M |
| Squarepoint Ops LLC | $13.5M | 186,993 | 0.01% | 2q | -22.4%-$3.9M |
| AMERIPRISE FINANCIAL INC | $12.8M | 176,777 | 0.00% | 2q | -53.2%-$14.5M |
| RHUMBLINE ADVISERS | $12.5M | 172,290 | 0.01% | 2q | -23.1%-$3.7M |
| Legal & General Group Plc | $12.1M | 167,094 | 0.00% | 2q | +3.8%+$441.5K |
| CITADEL ADVISORS LLC | $11.5M | 137,589 | 0.00% | 2q | -57.2%-$15.4M |
| RENAISSANCE TECHNOLOGIES LLC | $10.8M | 149,840 | 0.01% | 2q | +204.6%+$7.3M |
| RAYMOND JAMES FINANCIAL INC | $10.2M | 141,005 | 0.00% | 2q | +5.4%+$518.2K |
| Swiss National Bank | $10.1M | 139,500 | 0.01% | 2q | HELD |
| FMR LLC | $9.7M | 134,514 | 0.00% | 2q | -78.0%-$34.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.7M | 134,292 | 0.00% | 2q | +0.9%+$83.8K |
| WELLS FARGO & COMPANY/MN | $9.6M | 132,465 | 0.00% | 2q | -8.0%-$832.3K |
| WINTON GROUP Ltd | $9.4M | 130,560 | 0.31% | 2q | +3.3%+$297.5K |
| Interval Partners, LP | $9.3M | 128,354 | 0.24% | 2q | -8.3%-$842.4K |
| MILLENNIUM MANAGEMENT LLC | $9.0M | 123,963 | 0.00% | 2q | +39.5%+$2.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $8.7M | 119,644 | 0.01% | 2q | +2.5%+$209.8K |
| OP Asset Management Ltd | $8.4M | 115,629 | 0.09% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $8.4M | 115,478 | 0.00% | 2q | -8.9%-$813.5K |
| Nicholas Investment Partners, LP | $7.5M | 103,379 | 0.42% | 2q | +5.1%+$365.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $7.3M | 101,470 | 0.14% | 2q | +578.1%+$6.3M |
| Cander Asset Management LP | $7.1M | 97,903 | 1.31% | 2q | -8.4%-$645.3K |
| AXIOM INVESTORS LLC /DE | $6.9M | 95,230 | 0.06% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.5M | 89,743 | 0.02% | 2q | +479.6%+$5.4M |
| PRUDENTIAL FINANCIAL INC | $6.4M | 89,040 | 0.01% | 2q | -64.8%-$11.8M |
| STATE OF WISCONSIN INVESTMENT BOARD | $6.4M | 88,410 | 0.01% | 2q | -7.7%-$531.3K |
| XTX Topco Ltd | $5.8M | 80,751 | 0.08% | 2q | +784.7%+$5.2M |
| Schonfeld Strategic Advisors LLC | $5.6M | 77,634 | 0.02% | 2q | +271.3%+$4.1M |
| CRAWFORD INVESTMENT COUNSEL INC | $5.6M | 77,533 | 0.09% | 2q | +24.1%+$1.1M |
| DEUTSCHE BANK AG\ | $5.5M | 76,224 | 0.00% | 2q | +17.5%+$819.8K |
| Moody Aldrich Partners LLC | $5.2M | 72,085 | 0.94% | 2q | -21.5%-$1.4M |
| ROYAL BANK OF CANADA | $5.2M | 71,870 | 0.00% | 2q | -2.3%-$122.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.2M | 71,595 | 0.00% | 2q | +17.1%+$758.1K |
| Man Group plc | $5.2M | 71,588 | 0.01% | 2q | +80.6%+$2.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $5.1M | 70,119 | 0.01% | 2q | -55.6%-$6.4M |
| EFG International AG | $4.9M | 67,385 | 0.09% | 2q | -1.8%-$90.1K |
| AQR CAPITAL MANAGEMENT LLC | $4.9M | 67,312 | 0.00% | 2q | +39.2%+$1.4M |
| Ensign Peak Advisors, Inc | $4.8M | 66,535 | 0.01% | 2q | +357.5%+$3.8M |
| VAN ECK ASSOCIATES CORP | $4.8M | 66,087 | 0.00% | 2q | +4.5%+$206.5K |
| Jump Financial, LLC | $4.6M | 63,827 | 0.04% | new | NEW |
| INTECH INVESTMENT MANAGEMENT LLC | $4.5M | 62,114 | 0.04% | 2q | -6.7%-$321.3K |
| Louisiana State Employees Retirement System | $4.4M | 59,600 | 0.04% | 2q | +98.7%+$2.2M |
| FRED ALGER MANAGEMENT, LLC | $4.4M | 60,717 | 0.01% | 2q | -30.1%-$1.9M |
| Quantinno Capital Management LP | $4.3M | 59,034 | 0.01% | 2q | +3.2%+$132.5K |
| CI INVESTMENTS INC. | $4.0M | 55,953 | 0.01% | 2q | +1.6%+$62.0K |
| Orion Porfolio Solutions, LLC | $3.9M | 54,143 | 0.03% | 2q | +2.2%+$83.3K |
| Y-Intercept (Hong Kong) Ltd | $3.9M | 54,080 | 0.08% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.9M | 53,383 | 0.01% | 2q | +8.8%+$311.0K |
| Aquatic Capital Management LLC | $3.6M | 49,252 | 0.12% | 2q | +180.0%+$2.3M |
| ALGERT GLOBAL LLC | $3.5M | 48,059 | 0.04% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Capital Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 397 | $4.4B | 60,647,546 | 87 | 133 | 97 | 0.8% |
| Q1 2026 | 352 | $4.5B | 57,430,457 | 345 | 1 | 0 | 1.6% |
| Q4 2025 | 2 | $272.4K | 2 | 0 | 0 | 0 | 99.8% |
| Q3 2025 | 2 | $901 | 2 | 0 | 0 | 0 | 23.0% |
| Q2 2025 | 2 | $1.0K | 2 | 0 | 0 | 0 | 45.9% |
| Q1 2025 | 1 | $296 | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2024 | 1 | $269 | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2024 | 1 | $567 | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2024 | 1 | $506 | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2024 | 1 | $733 | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2023 | 1 | $436 | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2023 | 3 | $611.6K | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2023 | 2 | $736.8K | 0 | 2 | 0 | 0 | 100.0% |
| Q1 2023 | 1 | $332 | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2022 | 2 | $1.4M | 0 | 2 | 0 | 0 | 100.0% |
| Q3 2022 | 1 | $104.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2022 | 2 | $2.2M | 0 | 2 | 0 | 0 | 100.0% |
| Q1 2022 | 1 | $196.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2021 | 1 | $107.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2020 | 1 | $5.0K | 0 | 1 | 0 | 0 | 100.0% |