PIPER SANDLER COMPANIES — Institutional Ownership

Which tracked institutions hold PIPR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

33
Funds holding
$1812998990
Total value held
Buying
21 added/new · 12 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $799256535 11048611 +619664 +5.94%
2 Invesco Ltd. $227291123 3141984 +3141984 NEW BUY
3 State Street Corp $211229371 2919922 +133861 +4.80%
4 Goldman Sachs Group Inc $116915414 1616193 +148698 +10.13%
5 Westwood Holdings Group Inc $89491089 1237090 +125428 +11.28%
6 Northern Trust Corp $58144000 803760 +48979 +6.49%
7 Jpmorgan Chase & Co $54844140 751863 -125293 -14.28%
8 Morgan Stanley $44945292 621305 -99380 -13.79%
9 Franklin Resources Inc $37111868 513020 +1340 +0.26%
10 Janus Henderson Group Plc $36911744 482175 +482175 NEW BUY
11 Principal Financial Group Inc $23914085 330579 -140 -0.04%
12 Sei Investments Co $21868171 302293 -64282 -17.54%
13 Bank Of America Corp /De/ $16985874 234806 -49394 -17.38%
14 Ubs Group Ag $14247869 196957 +196957 NEW BUY
15 Barclays Plc $13831191 191197 -98829 -34.08%
16 Raymond James Financial Inc $10200350 141005 +7163 +5.35%
17 Wells Fargo & Company/Mn $9582497 132465 +60480 +84.02%
18 Prudential Financial Inc $6441154 89040 -163748 -64.78%
19 Royal Bank Of Canada $5199000 71870 -1691 -2.30%
20 Citigroup Inc $3353032 46351 +46351 NEW BUY
21 Stifel Financial Corp $2773745 38343 +38343 NEW BUY
22 Truist Financial Corp $2603132 35985 -1053 -2.84%
23 Us Bancorp \De\ $1830781 25308 -723 -2.78%
24 Fifth Third Bancorp $1518592 20992 -214 -1.01%
25 Pnc Financial Services Group, Inc. $923245 12763 -6 -0.05%
26 Bank Of Montreal /Can/ $567796 7849 +274 +3.62%
27 M&T Bank Corp $418040 5777 +5777 NEW BUY
28 Regions Financial Corp $320828 4435 +4435 NEW BUY
29 Southstate Bank Corp $149020 2060 +2060 NEW BUY
30 Federated Hermes, Inc. $104604 1446 +1446 NEW BUY
31 Toronto Dominion Bank $16494 228 +228 NEW BUY
32 Zions Bancorporation, National Association /Ut/ $8030 111 +111 NEW BUY
33 Amalgamated Financial Corp. $884 6736 +6736 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.