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PIPR — PIPER SANDLER COMPANIES

Reported value held$2.61B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$1.83B · 25.40M sh
New / Add / Cut / Exit2 / 17 / 12 / 2
Top-5 / Top-10 concentration72.8% / 87.1%
Institutional holdings change Accumulating +6.1% (+1.46M sh)
Institutional value change Up +0.2%

As of Q2 2026, 36 SEC-registered investment managers reported holding PIPR (PIPER SANDLER COMPANIES) in their latest 13F filings, with a combined reported value of $1.83B across 25.40M shares. That is +6.1% by share count (+1.46M shares) versus the previous quarter, while reported value moved +0.2%. Ownership is concentrated: the five largest holders account for 72.8% of reported value and the top ten for 87.1%.

Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 12 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PIPR is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 11.05M $799.26M 0.01% Add
Invesco Ltd history 3.14M $227.29M 0.02% Add
Geode Capital Management history 1.74M $125.99M 0.01% Add
Goldman Sachs Group history 1.62M $116.92M 0.01% Add
Norges Bank Investment Management history 889.12K $64.32M 0.01% Add
Charles Schwab Investment Management history 861.94K $62.35M 0.01% Hold
Northern Trust Corp history 803.76K $58.14M 0.01% Add
JPMorgan Chase & Co history 751.86K $54.84M 0.01% New
Morgan Stanley history 621.30K $44.95M 0.00% Reduce
BNY Mellon history 573.22K $41.47M 0.01% Add
Franklin Resources history 513.02K $37.11M 0.01% Hold
Principal Global Investors history 330.58K $23.91M 0.01% Hold
Arrowstreet Capital history 302.22K $21.86M 0.01% Add
Bank of America Corp history 234.81K $16.99M 0.00% Reduce
PSP Investments history 232.13K $16.79M 0.04% Reduce
UBS Group AG history 196.96K $14.25M 0.00% Reduce
Wellington Management Group history 190.12K $13.75M 0.00% Reduce
Legal & General Investment Management America history 167.09K $12.09M 0.00% Add
Citadel Advisors history 159.09K $11.51M 0.00% Reduce
Renaissance Technologies history 149.84K $10.84M 0.01% Add
Fidelity Management & Research (FMR) history 134.51K $9.73M 0.00% Reduce
Wells Fargo & Co history 132.47K $9.58M 0.00% Add
Millennium Management history 123.96K $8.97M 0.00% Add
Prudential Financial history 89.04K $6.44M 0.01% Reduce
Deutsche Bank AG history 76.22K $5.51M 0.00% Add
AQR Capital Management history 67.31K $4.87M 0.00% Add
Citigroup Inc history 46.35K $3.35M 0.00% Add
Lazard Asset Management history 29.35K $2.12M 0.00% New
Manulife Financial history 24.24K $1.75M 0.00% Add
Bridgewater Associates history 24.02K $1.74M 0.01% Reduce
PNC Financial Services history 12.76K $923.25K 0.00% Hold
Amundi US history 10.61K $767.17K 0.00% Reduce
D. E. Shaw & Co history 5.60K $405.10K 0.00% Reduce
Royce & Associates history 4.51K $326.47K 0.00% Hold
Balyasny Asset Management history 3.53K $255.58K 0.00% Reduce
T. Rowe Price Associates history 93.98K $6.80K 0.00% Add

Q1 2026 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 10.43M $798.34M 0.01% Add
Invesco Ltd history 2.61M $199.74M 0.03% Add
Geode Capital Management history 1.63M $124.91M 0.01% Add
Goldman Sachs Group history 1.47M $112.34M 0.01% Add
Charles Schwab Investment Management history 859.46K $65.79M 0.01% Add
Northern Trust Corp history 754.78K $57.78M 0.01% Add
Morgan Stanley history 720.68K $55.17M 0.00% Add
Fidelity Management & Research (FMR) history 611.11K $46.78M 0.00% Add
BNY Mellon history 570.25K $43.65M 0.01% Add
Franklin Resources history 511.68K $39.17M 0.01% Add
Janus Henderson Group history 482.18K $36.91M 0.02% Add
Citadel Advisors history 358.69K $27.46M 0.01% Add
Balyasny Asset Management history 334.53K $25.61M 0.04% Add
Principal Global Investors history 330.72K $25.32M 0.01% Add
Wellington Management Group history 294.56K $22.55M 0.00% Add
Bank of America Corp history 284.20K $21.76M 0.00% Add
UBS Group AG history 259.96K $19.90M 0.00% Add
Prudential Financial history 252.79K $19.35M 0.02% Add
PSP Investments history 241.82K $18.51M 0.06% Add
Arrowstreet Capital history 167.38K $12.81M 0.01% New
Legal & General Investment Management America history 160.99K $12.32M 0.00% Add
Millennium Management history 88.85K $6.80M 0.00% Add
Wells Fargo & Co history 71.98K $5.51M 0.00% Add
Farallon Capital Management history 66.00K $5.05M 0.03% New
Deutsche Bank AG history 64.89K $4.97M 0.00% Add
Bridgewater Associates history 63.42K $4.86M 0.02% Add
Renaissance Technologies history 49.20K $3.77M 0.01% New
AQR Capital Management history 48.37K $3.70M 0.00% Add
Manulife Financial history 20.79K $1.59M 0.00% Add
D. E. Shaw & Co history 18.40K $1.41M 0.00% Reduce
Citigroup Inc history 14.59K $1.12M 0.00% Add
PNC Financial Services history 12.77K $977.43K 0.00% Add
Amundi US history 12.15K $929.93K 0.00% Add
Royce & Associates history 4.51K $345.39K 0.00% New
T. Rowe Price Associates history 79.32K $6.07K 0.00% Add

Q4 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.56M $870.16M 0.01% Add
Vanguard Group history 2.13M $722.95M 0.01% Add
Invesco Ltd history 716.83K $243.51M 0.04% Hold
Geode Capital Management history 395.88K $134.50M 0.01% Hold
Fidelity Management & Research (FMR) history 352.41K $119.72M 0.01% Reduce
Citadel Advisors history 304.07K $103.30M 0.02% Add
JPMorgan Chase & Co history 294.62K $100.09M 0.01% Add
Goldman Sachs Group history 291.98K $99.19M 0.01% Reduce
Norges Bank Investment Management history 233.25K $79.24M 0.01% Add
Charles Schwab Investment Management history 209.81K $71.27M 0.01% Hold
Morgan Stanley history 204.61K $69.51M 0.00% Add
Northern Trust Corp history 184.35K $62.63M 0.01% Reduce
BNY Mellon history 143.68K $48.81M 0.01% Reduce
Franklin Resources history 120.12K $40.81M 0.01% Reduce
Balyasny Asset Management history 82.05K $27.87M 0.04% Reduce
Wellington Management Group history 81.79K $27.78M 0.01% Reduce
Principal Global Investors history 79.61K $27.04M 0.01% Reduce
Bank of America Corp history 65.14K $22.13M 0.00% Add
PSP Investments history 57.56K $19.55M 0.07% Reduce
Millennium Management history 56.05K $19.04M 0.01% Add
Janus Henderson Group history 51.70K $17.56M 0.01% Reduce
Legal & General Investment Management America history 43.55K $14.79M 0.00% Reduce
Wells Fargo & Co history 31.21K $10.60M 0.00% Add
UBS Group AG history 30.28K $10.29M 0.00% Add
Prudential Financial history 24.75K $8.41M 0.01% Add
D. E. Shaw & Co history 20.72K $7.04M 0.00% Add
Deutsche Bank AG history 14.46K $4.91M 0.00% Add
Bridgewater Associates history 12.06K $4.10M 0.01% New
Manulife Financial history 8.65K $2.94M 0.00% Reduce
AQR Capital Management history 7.03K $2.39M 0.00% Add
Citigroup Inc history 4.32K $1.47M 0.00% Reduce
PNC Financial Services history 3.32K $1.13M 0.00% Reduce
Amundi US history 2.63K $893.10K 0.00% Reduce
Two Sigma Investments history 720 $244.59K 0.00% New
T. Rowe Price Associates history 16.13K $5.48K 0.00% Add

Q3 2025 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.50M $869.10M 0.02% Reduce
Vanguard Group history 2.11M $732.21M 0.01% Add
Invesco Ltd history 714.54K $247.94M 0.04% Add
Fidelity Management & Research (FMR) history 541.91K $188.04M 0.01% Reduce
Geode Capital Management history 396.35K $137.55M 0.01% Reduce
Goldman Sachs Group history 321.88K $111.69M 0.01% Add
JPMorgan Chase & Co history 276.93K $96.09M 0.01% Reduce
Charles Schwab Investment Management history 209.72K $72.77M 0.01% Add
Franklin Resources history 200.96K $69.73M 0.02% Add
Northern Trust Corp history 196.34K $68.13M 0.01% Hold
Morgan Stanley history 174.79K $60.65M 0.00% Hold
Citadel Advisors history 168.47K $58.46M 0.01% Add
BNY Mellon history 154.75K $53.70M 0.01% Reduce
Wellington Management Group history 110.74K $38.42M 0.01% New
Balyasny Asset Management history 110.43K $38.32M 0.05% Add
Principal Global Investors history 80.44K $27.91M 0.01% Reduce
Janus Henderson Group history 68.78K $23.87M 0.01% Reduce
PSP Investments history 64.87K $22.51M 0.08% Add
Bank of America Corp history 61.15K $21.22M 0.00% Add
Legal & General Investment Management America history 46.47K $16.12M 0.00% Reduce
Millennium Management history 28.11K $9.75M 0.00% Reduce
UBS Group AG history 27.55K $9.56M 0.00% Reduce
Prudential Financial history 23.15K $8.03M 0.01% Reduce
Wells Fargo & Co history 21.82K $7.57M 0.00% Add
Deutsche Bank AG history 14.03K $4.87M 0.00% Add
D. E. Shaw & Co history 9.70K $3.37M 0.00% Add
Manulife Financial history 8.95K $3.11M 0.00% Reduce
AQR Capital Management history 6.97K $2.42M 0.00% Reduce
Citigroup Inc history 6.85K $2.38M 0.00% Reduce
PNC Financial Services history 4.94K $1.72M 0.00% Add
Amundi US history 2.91K $1.00M 0.00% Add
T. Rowe Price Associates history 15.52K $5.39K 0.00% Add

Q2 2025 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.52M $701.66M 0.01% Reduce
Vanguard Group history 2.09M $580.52M 0.01% Add
Invesco Ltd history 694.31K $192.98M 0.03% Add
Fidelity Management & Research (FMR) history 669.59K $186.11M 0.01% Add
Geode Capital Management history 400.77K $111.40M 0.01% Add
JPMorgan Chase & Co history 290.36K $80.70M 0.01% Add
Goldman Sachs Group history 255.59K $71.04M 0.01% Add
Millennium Management history 247.65K $68.83M 0.03% Add
Norges Bank Investment Management history 215.23K $59.82M 0.01% Reduce
Charles Schwab Investment Management history 202.06K $56.16M 0.01% Hold
Northern Trust Corp history 196.16K $54.52M 0.01% Reduce
Franklin Resources history 183.57K $51.02M 0.01% New
Morgan Stanley history 175.30K $48.72M 0.00% Add
BNY Mellon history 155.74K $43.29M 0.01% Reduce
Citadel Advisors history 153.08K $42.55M 0.01% Add
Balyasny Asset Management history 88.00K $24.46M 0.04% Add
Principal Global Investors history 81.59K $22.68M 0.01% Add
Janus Henderson Group history 81.00K $22.52M 0.01% Reduce
PSP Investments history 56.07K $15.58M 0.07% Add
Legal & General Investment Management America history 47.63K $13.24M 0.00% Add
Prudential Financial history 47.31K $13.15M 0.02% Add
Bank of America Corp history 43.49K $12.09M 0.00% Add
UBS Group AG history 37.22K $10.34M 0.00% Add
Point72 Asset Management history 28.90K $8.03M 0.02% New
Arrowstreet Capital history 23.50K $6.53M 0.01% New
Renaissance Technologies history 18.09K $5.03M 0.01% Reduce
Citigroup Inc history 16.84K $4.68M 0.00% Reduce
Wells Fargo & Co history 13.15K $3.66M 0.00% Add
Deutsche Bank AG history 12.32K $3.42M 0.00% Reduce
Manulife Financial history 9.28K $2.58M 0.00% Reduce
AQR Capital Management history 7.10K $1.97M 0.00% Add
PNC Financial Services history 3.43K $952.32K 0.00% Add
Amundi US history 2.71K $792.78K 0.00% Reduce
D. E. Shaw & Co history 1.00K $277.94K 0.00% New
T. Rowe Price Associates history 14.86K $4.13K 0.00% Add
Lazard Asset Management history 28 $7 0.00% Add

Q1 2025 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 2.70M $669.39M 0.01% Add
Vanguard Group history 2.06M $510.29M 0.01% Hold
Invesco Ltd history 632.50K $156.65M 0.03% Reduce
Fidelity Management & Research (FMR) history 568.05K $140.68M 0.01% Reduce
Geode Capital Management history 391.01K $96.86M 0.01% Add
JPMorgan Chase & Co history 287.52K $71.21M 0.01% Reduce
Charles Schwab Investment Management history 201.07K $49.80M 0.01% Reduce
Northern Trust Corp history 199.26K $49.35M 0.01% Hold
Goldman Sachs Group history 183.73K $45.50M 0.01% Reduce
Morgan Stanley history 160.60K $39.77M 0.00% Reduce
BNY Mellon history 156.75K $38.82M 0.01% Add
Janus Henderson Group history 126.77K $31.35M 0.02% Add
Citadel Advisors history 126.53K $31.34M 0.01% Add
Principal Global Investors history 80.49K $19.93M 0.01% Add
PSP Investments history 51.10K $12.65M 0.06% Add
Prudential Financial history 46.60K $11.54M 0.02% Reduce
Legal & General Investment Management America history 45.32K $11.22M 0.00% Reduce
Balyasny Asset Management history 41.60K $10.30M 0.02% New
Bank of America Corp history 35.65K $8.83M 0.00% Add
Renaissance Technologies history 35.30K $8.74M 0.01% Reduce
Millennium Management history 32.01K $7.93M 0.00% Reduce
UBS Group AG history 28.98K $7.18M 0.00% Add
Citigroup Inc history 25.81K $6.39M 0.00% Add
Deutsche Bank AG history 14.17K $3.51M 0.00% Reduce
Wells Fargo & Co history 11.85K $2.93M 0.00% Add
Manulife Financial history 10.02K $2.48M 0.00% Add
Amundi US history 6.65K $1.53M 0.00% Reduce
AQR Capital Management history 5.57K $1.38M 0.00% Add
PNC Financial Services history 3.38K $837.42K 0.00% Reduce
Two Sigma Investments history 2.00K $495.32K 0.00% New
T. Rowe Price Associates history 13.76K $3.41K 0.00% Add
Lazard Asset Management history 2 $0 — Reduce

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 11.05M 10.43M 2.56M 2.50M 2.52M 2.70M 2.62M 2.56M — — — — — — — — — — — —
Invesco Ltd 3.14M 2.61M 716.83K 714.54K 694.31K 632.50K 697.82K 595.40K 231.93K 244.98K 216.50K 225.55K 229.56K 231.50K 222.09K 253.96K 395.47K 347.58K 336.81K 333.34K
Geode Capital Management 1.74M 1.63M 395.88K 396.35K 400.77K 391.01K 376.80K 377.59K 370.24K 352.75K 341.69K 324.41K 306.94K 297.61K 289.04K 271.91K 274.95K 275.70K 274.96K 279.92K
Goldman Sachs Group 1.62M 1.47M 291.98K 321.88K 255.59K 183.73K 208.15K 200.66K 236.96K 215.18K 220.64K 160.72K 176.16K 181.12K 215.77K 226.43K 78.58K 77.09K 80.41K 56.38K
Norges Bank Investment Management 889.12K — 233.25K — 215.23K — 229.02K — 142.35K — 120.22K — — — 143.51K — — — — —
Charles Schwab Investment Management 861.94K 859.46K 209.81K 209.72K 202.06K 201.07K 204.93K 205.23K 202.54K 195.68K 187.31K 180.66K 168.81K 158.55K 156.96K 153.45K 165.68K 141.29K 140.03K 139.23K
Northern Trust Corp 803.76K 754.78K 184.35K 196.34K 196.16K 199.26K 200.00K 182.88K 182.68K 180.61K 185.95K 185.06K 185.34K 176.45K 179.03K 174.67K 179.19K 182.85K 188.28K 193.37K
JPMorgan Chase & Co 751.86K — 294.62K 276.93K 290.36K 287.52K 325.20K 327.99K 330.18K 197.01K 94.89K 79.22K 104.72K 68.98K 52.45K 27.84K 22.48K 88.69K 96.89K 90.99K
Morgan Stanley 621.30K 720.68K 204.61K 174.79K 175.30K 160.60K 176.62K 186.79K 175.43K 162.74K 205.69K 116.65K 113.92K 106.02K 103.71K 100.17K 111.86K 107.46K 60.61K 60.24K
BNY Mellon 573.22K 570.25K 143.68K 154.75K 155.74K 156.75K 155.76K 156.49K 170.15K 160.76K 165.31K 177.51K 180.67K 184.40K 191.86K 174.99K 174.20K 178.98K 179.13K 181.46K
Franklin Resources 513.02K 511.68K 120.12K 200.96K 183.57K — — — 281.01K 319.93K 316.89K 311.80K — — — — — — — —
Principal Global Investors 330.58K 330.72K 79.61K 80.44K 81.59K 80.49K 77.51K 75.31K 77.71K 79.61K 86.12K 86.24K 87.83K 83.34K 278.12K 277.02K 312.52K 294.26K 411.79K 431.16K
Arrowstreet Capital 302.22K 167.38K — — 23.50K — 8.89K 8.21K 1.51K — — — — — — — — — — —
Bank of America Corp 234.81K 284.20K 65.14K 61.15K 43.49K 35.65K 26.25K 38.08K 30.49K 21.43K 41.66K 29.22K 18.69K 30.14K 26.31K 16.76K 21.10K 30.43K 41.03K 32.72K
PSP Investments 232.13K 241.82K 57.56K 64.87K 56.07K 51.10K 39.55K 33.60K 34.20K 31.22K 31.22K 18.56K 26.19K 24.09K 25.71K 25.13K 26.18K 26.32K 28.75K 31.88K
UBS Group AG 196.96K 259.96K 30.28K 27.55K 37.22K 28.98K 23.95K 15.38K 4.57K 14.84K 16.27K 1.06K 13.63K 8.86K 7.47K 1.84K 1.41K 4.89K 11.83K 3.40K
Wellington Management Group 190.12K 294.56K 81.79K 110.74K — — — — — — — — — 2.17K — — — — — —
Legal & General Investment Management America 167.09K 160.99K 43.55K 46.47K 47.63K 45.32K 46.24K 47.37K 46.98K 43.75K 44.41K 44.67K 45.17K 43.29K 43.83K 42.25K 43.90K 42.79K 43.25K 42.19K
Citadel Advisors 159.09K 358.69K 304.07K 168.47K 153.08K 126.53K 107.69K 40.44K 14.69K 63.68K 9.77K 18.08K 10.53K 10.33K 13.81K 30.23K 45.11K 29.50K 40.29K 53.01K
Renaissance Technologies 149.84K 49.20K — — 18.09K 35.30K 43.99K 45.70K 46.70K 38.40K 45.09K 59.90K 79.69K 86.19K 100.19K 116.30K 170.50K 141.79K 149.00K 179.19K

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