Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PIPR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AXIOM INVESTORS LLC /DE | 137K | $10.5M | +160.2% | 0.192% | 0.12% |
| 2 | KING LUTHER CAPITAL MANAGEMENT CORP | 69K | $5.3M | +247.3% | 0.097% | 0.02% |
| 3 | Oliver Luxxe Assets LLC | 43K | $3.3M | +334.6% | 0.060% | 0.49% |
| 4 | NorthCrest Asset Manangement, LLC | 34K | $2.6M | +299.1% | 0.048% | 0.08% |
| 5 | Corient Private Wealth LLC | 31K | $2.4M | +2458.2% | 0.043% | 0.00% |
| 6 | Y-Intercept (Hong Kong) Ltd | 20K | $1.5M | — | 0.028% | 0.03% |
| 7 | Truepoint, Inc. | 8K | $595K | +300.0% | 0.011% | 0.01% |
| 8 | SCHULHOFF & CO INC | 6K | $492K | +300.0% | 0.009% | 0.20% |
| 9 | Parcion Private Wealth LLC | 6K | $428K | +307.6% | 0.008% | 0.03% |
| 10 | Ethic Inc. | 5K | $350K | +259.8% | 0.006% | 0.01% |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38K | $289K | +245.1% | 0.053% | 0.00% |
| 12 | JMN Financial LLC | 791 | $269K | — | 0.001% | 0.13% |
| 13 | SIGNATUREFD, LLC | 2K | $141K | +317.2% | 0.003% | 0.00% |
| 14 | Investors Research Corp | 1K | $107K | +100.0% | 0.002% | 0.02% |
| 15 | Sterling Capital Management LLC | 452 | $35K | +296.5% | 0.001% | 0.00% |
| 16 | Greenwich Wealth Management LLC | 417K | $32K | +300.0% | 0.585% | 1.30% |
| 17 | IFP Advisors, Inc | 306 | $23K | +0.3% | 0.000% | 0.00% |
| 18 | HUNTINGTON NATIONAL BANK | 1 | $299 | -66.7% | 0.000% | 0.00% |
| 19 | Harvest Fund Management Co., Ltd | 912 | $70 | +300.0% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PIPR — a direct measure of their conviction.
Filings activity in PIPR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PIPR position in Q1 2026
Institutions that fully closed their PIPR position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 19 | 95% | 0.50% | 86.87 pp | $28M | 99% |
| Q4 2025 | 409 | +9.7% | 87.37% | +0.74 pp | $4.92B | +0.8% |
| Q3 2025 | 373 | +5.7% | 86.63% | +16.46 pp | $4.88B | +23% |
| Q2 2025 | 353 | +0.0% | 70.17% | +13.60 pp | $3.95B | +24% |
| Q1 2025 | 353 | +2.3% | 56.57% | 13.35 pp | $3.19B | 19% |
| Q4 2024 | 345 | +4.5% | 69.92% | +5.97 pp | $3.94B | +9.3% |
| Q3 2024 | 330 | +7.1% | 63.95% | +12.80 pp | $3.60B | +25% |
| Q2 2024 | 308 | — | 51.15% | — | $2.88B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PIPR stock.
Based on Q1 2026 13F filings, institutional ownership of Piper Sandler Companies stands at 0.5%, held across 19 reporting institutions.
AXIOM INVESTORS LLC /DE is the largest reported institutional holder of PIPR, with approximately 136,708 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PIPR.
Our composite Smart Money Score for PIPR is 0 out of 100 (Heavy Distribution). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in PIPR during Q1 2026, while 392 fully exited. 1 added to existing positions and 16 trimmed.
PIPR institutional ownership fell by 86.87 percentage points quarter-over-quarter, with a net change of -390 holders.
The top 10 institutions account for 96.8% of all reported 13F value in PIPR, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Piper Sandler Companies (PIPR) Institutional Ownership