Filing Research | BILL - BILL HOLDINGS INC Institutional Holdings

Snapshot holdings

49 / 49 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	237.3KSH	$8.6M
2	Cohen Capital Management, Inc.	Shares	104.8KSH	$3.8M
3	Taylor Frigon Capital Management LLC	Shares	74.6KSH	$2.7M
4	ASPIRIANT, LLC	Shares	54.4KSH	$2.0M
5	Apella Capital, LLC	Shares	42.2KSH	$1.7M
6	LAVELLE CAPITAL LP	Shares	45.6KSH	$1.7M
7	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	40.0KSH	$1.4M
8	Police & Firemen's Retirement System of New Jersey	Shares	38.0KSH	$1.4M
9	Generali Investments Towarzystwo Funduszy Inwestycyjnych	Shares	36.0KSH	$1.3M
10	Louisiana State Employees Retirement System	Shares	25.9KSH	$936.5K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.2KSH	$876.3K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	21.2KSH	$767.4K
13	WASHINGTON CAPITAL MANAGEMENT, INC	Shares	17.4KSH	$631.0K
14	Barton Investment Management	Shares	9.3KSH	$336.7K
15	BOURGEON CAPITAL MANAGEMENT LLC	Shares	8.8KSH	$316.4K
16	SECURIAN ASSET MANAGEMENT, INC	Shares	6.6KSH	$293.1K
17	Sequoia Financial Advisors, LLC	Shares	6.6KSH	$237.1K
18	Farther Finance Advisors, LLC	Shares	3.1KSH	$113.7K
19	SBI Securities Co., Ltd.	Shares	1.3KSH	$48.6K
20	GAMMA Investing LLC	Shares	1.2KSH	$45.1K
21	Versant Capital Management, Inc	Shares	722SH	$26.1K
22	Mirae Asset Global Investments Co., Ltd.	Shares	654SH	$23.6K
23	LANARK FINANCIAL, INC.	Shares	500SH	$18.1K
24	Crewe Advisors LLC	Shares	307SH	$11.1K
25	Transce3nd, LLC	Shares	219SH	$9.1K
26	Blue Trust, Inc.	Shares	219SH	$7.9K
27	IFP Advisors, Inc	Shares	156SH	$5.6K
28	Cedar Mountain Advisors, LLC	Shares	148SH	$5.4K
29	SIGNATUREFD, LLC	Shares	117SH	$4.2K
30	True Wealth Design, LLC	Shares	103SH	$3.7K
31	ELEVATION WEALTH PARTNERS, LLC	Shares	91SH	$3.3K
32	MassMutual Private Wealth & Trust, FSB	Shares	87SH	$3.1K
33	FARMERS & MERCHANTS INVESTMENTS INC	Shares	70SH	$2.5K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	56.7KSH	$2.1K
35	EverSource Wealth Advisors, LLC	Shares	48SH	$1.7K
36	Fortitude Family Office, LLC	Shares	47SH	$1.7K
37	JFS WEALTH ADVISORS, LLC	Shares	46SH	$1.7K
38	AMALGAMATED BANK	Shares	39.1KSH	$1.4K
39	Creative Capital Management Investments LLC	Shares	32SH	$1.2K
40	Handelsbanken Fonder AB	Shares	30.0KSH	$1.1K
41	Sachetta, LLC	Shares	20SH	$724
42	SJS Investment Consulting Inc.	Shares	19SH	$688
43	State of Alaska, Department of Revenue	Shares	13.6KSH	$492
44	Cromwell Holdings LLC	Shares	12SH	$434
45	DiNuzzo Private Wealth, Inc.	Shares	10SH	$362
46	Activest Wealth Management	Shares	7SH	$253
47	LRI Investments, LLC	Shares	5SH	$181
48	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$37
49	FNY Investment Advisers, LLC	Shares	400SH	$14

Manager changes2026-06-30 vs 2026-03-31

50 / 57 loaded

#		Instrument
1	Taylor Frigon Capital Management LLC added	Shares	+20.4K	+$621.4K	$2.7M
2	BOURGEON CAPITAL MANAGEMENT LLC new	Shares	+8.8K	+$316.4K	$316.4K
3	Apella Capital, LLC trimmed	Shares	-1	+$78.9K	$1.7M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+4.1K	+$75.3K	$1.4M
5	SECURIAN ASSET MANAGEMENT, INC added	Shares	+159	+$48.1K	$293.1K
6	Farther Finance Advisors, LLC added	Shares	+1.1K	+$34.9K	$113.7K
7	LANARK FINANCIAL, INC. new	Shares	+500	+$18.1K	$18.1K
8	Versant Capital Management, Inc added	Shares	+430	+$14.9K	$26.1K
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+398	+$13.8K	$23.6K
10	IFP Advisors, Inc added	Shares	+40	+$1.2K	$5.6K
11	Creative Capital Management Investments LLC new	Shares	+32	+$1.2K	$1.2K
12	Transce3nd, LLC unchanged	Shares	0	+$670	$9.1K
13	SJS Investment Consulting Inc. added	Shares	+8	+$266	$688
14	Activest Wealth Management new	Shares	+7	+$253	$253
15	LRI Investments, LLC new	Shares	+5	+$181	$181
16	Handelsbanken Fonder AB added	Shares	+4.6K	+$112	$1.1K
17	Capital Advisors, Ltd. LLC exited	Shares	-14	-$1	$0
18	FNY Investment Advisers, LLC unchanged	Shares	0	-$1	$14
19	Cromwell Holdings LLC unchanged	Shares	0	-$26	$434
20	State of Alaska, Department of Revenue trimmed	Shares	-177	-$35	$492
21	Quaker Wealth Management, LLC exited	Shares	-2	-$77	$0
22	AMALGAMATED BANK trimmed	Shares	-109	-$88	$1.4K
23	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2	-$98	$362
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$150	$2.5K
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-993	-$159	$2.1K
26	Vermillion Wealth Management, Inc. exited	Shares	-5	-$192	$0
27	JFS WEALTH ADVISORS, LLC trimmed	Shares	-4	-$251	$1.7K
28	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$316	$5.4K
29	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+2.0K	-$440	$1.3M
30	Fortitude Family Office, LLC trimmed	Shares	-12	-$560	$1.7K
31	Crewe Advisors LLC unchanged	Shares	0	-$657	$11.1K
32	True Wealth Design, LLC trimmed	Shares	-13	-$718	$3.7K
33	Bogart Wealth, LLC exited	Shares	-23	-$881	$0
34	Sachetta, LLC trimmed	Shares	-23	-$923	$724
35	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-28	-$1.3K	$3.1K
36	Blue Trust, Inc. trimmed	Shares	-24	-$1.4K	$7.9K
37	Physician Wealth Advisors, Inc. exited	Shares	-46	-$1.8K	$0
38	ELEVATION WEALTH PARTNERS, LLC trimmed	Shares	-54	-$2.3K	$3.3K
39	Marquette Asset Management, LLC exited	Shares	-74	-$2.8K	$0
40	EverSource Wealth Advisors, LLC trimmed	Shares	-87	-$3.4K	$1.7K
41	West Branch Capital LLC exited	Shares	-94	-$3.6K	$0
42	SBI Securities Co., Ltd. trimmed	Shares	-31	-$4.1K	$48.6K
43	SIGNATUREFD, LLC trimmed	Shares	-134	-$5.4K	$4.2K
44	WASHINGTON CAPITAL MANAGEMENT, INC unchanged	Shares	0	-$37.3K	$631.0K
45	Louisiana State Employees Retirement System added	Shares	+400	-$40.1K	$936.5K
46	GAMMA Investing LLC trimmed	Shares	-1.2K	-$47.7K	$45.1K
47	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-846	-$77.8K	$767.4K
48	Sequoia Financial Advisors, LLC trimmed	Shares	-1.8K	-$84.2K	$237.1K
49	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	Shares	0	-$85.6K	$1.4M
50	LAVELLE CAPITAL LP unchanged	Shares	0	-$97.7K	$1.7M

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