BILL Holdings, Inc. (BILL) — Institutional Holders, Q2 2026 (page 4)
375 institutional investment managers reported a BILL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 375. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BILL 13F holders ranked 301–375 of 375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | JONES FINANCIAL COMPANIES LLLP#301 · 472 sh | 472 | $16.8K | 0.00% | +242.0% |
| 302 | SRS Capital Advisors#302 · 452 sh | 452 | $16.3K | <0.01% | New |
| 303 | WOLVERINE ASSET MANAGEMENT#303 · 400 sh | 400 | $14.5K | <0.01% | 0.0% |
| 304 | Hillsdale Investment Management#304 · 400 sh | 400 | $14.5K | <0.01% | New |
| 305 | Turim 21 Investimentos Ltda.#305 · 392 sh | 392 | $14.2K | <0.01% | 0.0% |
| 306 | FNY Investment Advisers#306 · 400 sh | 400 | $14.0K | — | 0.0% |
| 307 | NOMURA ASSET MANAGEMENT LTD#307 · 380 sh | 380 | $13.7K | 0.00% | 0.0% |
| 308 | US BANCORP \DE\#308 · 344 sh | 344 | $12.4K | 0.00% | -70.8% |
| 309 | Crewe Advisors#309 · 307 sh | 307 | $11.1K | <0.01% | 0.0% |
| 310 | INSIGNEO ADVISORY SERVICES#310 · 12,000 sh | 12,000 | $10.4K | <0.01% | 0.0% |
| 311 | BESSEMER GROUP#311 · 283 sh | 283 | $10.0K | 0.00% | +169.5% |
| 312 | Transce3nd#312 · 219 sh | 219 | $9.1K | — | 0.0% |
| 313 | Steward Partners Investment Advisory#313 · 244 sh | 244 | $8.8K | 0.00% | -59.9% |
| 314 | WEALTH ENHANCEMENT ADVISORY SERVICES#314 · 10,000 sh | 10,000 | $8.7K | — | 0.0% |
| 315 | Ronald Blue#315 · 219 sh | 219 | $7.9K | — | -9.9% |
| 316 | Federation des caisses Desjardins du Quebec#316 · 217 sh | 217 | $7.9K | 0.00% | -89.1% |
| 317 | DANSKE BANK A/S#317 · 200 sh | 200 | $7.2K | 0.00% | 0.0% |
| 318 | Rossby Financial, LCC#318 · 198 sh | 198 | $7.2K | <0.01% | -1.5% |
| 319 | Parallel Advisors#319 · 181 sh | 181 | $6.5K | <0.01% | -68.0% |
| 320 | IFP Advisors#320 · 156 sh | 156 | $5.6K | — | +34.5% |
| 321 | Cedar Mountain Advisors#321 · 148 sh | 148 | $5.4K | — | 0.0% |
| 322 | SIGNATUREFD#322 · 117 sh | 117 | $4.2K | — | -53.4% |
| 323 | Quarry#323 · 114 sh | 114 | $4.1K | <0.01% | New |
| 324 | Covestor Ltd#324 · 114 sh | 114 | $4.0K | <0.01% | +20.0% |
| 325 | True Wealth Design#325 · 103 sh | 103 | $3.7K | — | -11.2% |
| 326 | ZRC WEALTH MANAGEMENT#326 · 91 sh | 91 | $3.3K | — | -37.2% |
| 327 | MassMutual Private Wealth & , FSB#327 · 87 sh | 87 | $3.1K | — | -24.3% |
| 328 | Evelyn Partners Group Ltd#328 · 81 sh | 81 | $2.9K | 0.00% | — |
| 329 | FARMERS & MERCHANTS INVESTMENTS#329 · 70 sh | 70 | $2.5K | — | 0.0% |
| 330 | Bullock Wealth Management Group#330 · 45 sh | 45 | $1.7K | — | -28.6% |
| 331 | EverSource Wealth Advisors#331 · 48 sh | 48 | $1.7K | <0.01% | -99.8% |
| 332 | Fortitude Family Office#332 · 47 sh | 47 | $1.7K | — | -20.3% |
| 333 | JFS WEALTH ADVISORS#333 · 46 sh | 46 | $1.7K | <0.01% | -8.0% |
| 334 | Bare Financial Services#334 · 43 sh | 43 | $1.6K | <0.01% | +290.9% |
| 335 | Leo H. Evart#335 · 34 sh | 34 | $1.2K | <0.01% | 0.0% |
| 336 | Creative Capital Management Investments#336 · 32 sh | 32 | $1.2K | <0.01% | New |
| 337 | Smartleaf Asset Management#337 · 32 sh | 32 | $1.1K | 0.00% | 0.0% |
| 338 | Boreal Capital Management#338 · 30 sh | 30 | $1.1K | <0.01% | 0.0% |
| 339 | Godfrey Financial Associates#339 · 30 sh | 30 | $1.1K | <0.01% | 0.0% |
| 340 | CVA Family Office#340 · 28 sh | 28 | $1.0K | <0.01% | -78.9% |
| 341 | Clearstead Advisors#341 · 27 sh | 27 | $977.00 | 0.00% | +12.5% |
| 342 | ACTION POINT FINANCIAL PLANNING#342 · 27 sh | 27 | $940.00 | <0.01% | New |
| 343 | Parkside Financial Bank#343 · 22 sh | 22 | $796.00 | 0.00% | +22.2% |
| 344 | Sachetta#344 · 20 sh | 20 | $724.00 | <0.01% | -53.5% |
| 345 | SJS Investment Consulting#345 · 19 sh | 19 | $688.00 | — | +72.7% |
| 346 | RAFFA WEALTH MANAGEMENT#346 · 14 sh | 14 | $506.00 | <0.01% | +16.7% |
| 347 | Keating Financial Advisory Services#347 · 14 sh | 14 | $506.00 | <0.01% | +600.0% |
| 348 | Bell Investment Advisors#348 · 13 sh | 13 | $471.00 | <0.01% | -45.8% |
| 349 | Cromwell#349 · 12 sh | 12 | $434.00 | <0.01% | 0.0% |
| 350 | HFM Investment Advisors#350 · 12 sh | 12 | $434.00 | <0.01% | +200.0% |
| 351 | UMB Bank, n.a.#351 · 11 sh | 11 | $398.00 | 0.00% | -99.0% |
| 352 | Alken Asset Management Ltd.#352 · 400 sh | 400 | $387.00 | — | 0.0% |
| 353 | Bay Harbor Wealth Management#353 · 10 sh | 10 | $362.00 | <0.01% | -9.1% |
| 354 | DiNuzzo Private Wealth#354 · 10 sh | 10 | $362.00 | — | -16.7% |
| 355 | Dunhill Financial#355 · 9 sh | 9 | $325.00 | <0.01% | -10.0% |
| 356 | HUNTINGTON NATIONAL BANK#356 · 9 sh | 9 | $325.00 | 0.00% | -59.1% |
| 357 | Transamerica Financial Advisors#357 · 7 sh | 7 | $253.00 | 0.00% | -46.2% |
| 358 | Activest Wealth Management#358 · 7 sh | 7 | $253.00 | — | New |
| 359 | ROTHSCHILD INVESTMENT#359 · 6 sh | 6 | $217.00 | 0.00% | -45.5% |
| 360 | Newbridge Financial Services Group#360 · 5 sh | 5 | $181.00 | — | 0.0% |
| 361 | LRI Investments#361 · 5 sh | 5 | $181.00 | 0.00% | New |
| 362 | Signature Equity Partners#362 · 5 sh | 5 | $181.00 | <0.01% | New |
| 363 | MV CAPITAL MANAGEMENT#363 · 3 sh | 3 | $109.00 | 0.00% | +50.0% |
| 364 | Rialto Wealth Management#364 · 3 sh | 3 | $109.00 | 0.00% | -50.0% |
| 365 | DecisionPoint Financial#365 · 2 sh | 2 | $78.00 | 0.00% | New |
| 366 | Principia Wealth Advisory#366 · 2 sh | 2 | $72.00 | 0.00% | -60.0% |
| 367 | WPG Advisers#367 · 2 sh | 2 | $72.00 | 0.00% | 0.0% |
| 368 | MARYLAND CAPITAL ADVISORS#368 · 1 sh | 1 | $37.00 | — | — |
| 369 | Silver Grove Financial Group#369 · 1 sh | 1 | $36.00 | 0.00% | -95.5% |
| 370 | NISA INVESTMENT ADVISORS#370 · 1 sh | 1 | $36.00 | — | -94.1% |
| 371 | Erste Asset Management GmbH#371 · 0 sh | 0 | $0.00 | 0.00% | New |
| 372 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#372 · 97,666 sh | 97,666 | — | — | -2.6% |
| 373 | Context Capital Management#373 · 40,000,000 sh | 40,000,000 | — | — | New |
| 374 | Worth Venture Partners#374 · 18,500,000 sh | 18,500,000 | — | — | +146.7% |
| 375 | Elequin Securities#375 · 4 sh | 4 | — | — | -92.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.