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Bill Holdings Inc (BILL)

CUSIP: 090043100 | NYSE | Technology · Software - Application | Mid Cap | 1405 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.8,628,95410.1%New 5%+ stakeAug 31, 202662d ahead of 13F (8,735,197 sh) · −106,243
13D/AFeld Peter A
with Starboard Value LP, Starboard Principal Co LP, Starboard Value GP LLC, +8 more
8,642,51010.1%+2,610Aug 20, 2026No 13F filer matched
13GAmeriprise Financial, Inc.
with Columbia Management Investment Advisers, LLC
5,558,0535.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.8,628,954
10.1% of class · Aug 31, 2026New 5%+ stake
62d ahead of 13F (8,735,197 sh) · −106,243
13D/AFeld Peter A8,642,510
10.1% of class · Aug 20, 2026+2,610
with Starboard Value LP, Starboard Principal Co LP, Starboard Value GP LLC, +8 more
No 13F filer matched
13GAmeriprise Financial, Inc.5,558,053
5.6% of class · Jun 30, 2026New 5%+ stake
with Columbia Management Investment Advisers, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,993,481
0.0% of portfolio›$127.3M
Sepio Capital, LP1,304,267
2.2% of portfolio›$55.5M
Allspring Global Investments Holdings, LLC821,902
0.1% of portfolio›$36.0M
Retirement Systems of Alabama466,641
0.1% of portfolio›$19.9M
Principal Financial Group Inc185,442
0.0% of portfolio›$7.9M
Citigroup Inc152,055
0.0% of portfolio›$6.5M
Iridian Asset Management LLC123,999
1.9% of portfolio›$5.3M
Cohen Capital Management, Inc.104,413
0.6% of portfolio›$4.4M
Inlight Wealth Management, LLC66,011
0.8% of portfolio›$2.8M
Prescott Group Capital Management, L.L.C.63,000
0.2% of portfolio›$2.7M
New York State Teachers Retirement System57,388
0.0% of portfolio›$2.4M
Taylor Frigon Capital Management LLC54,496
1.2% of portfolio›$2.3M
Aspiriant, LLC51,841
0.1% of portfolio›$2.2M
Fulcrum Asset Management LLP51,134
0.1% of portfolio›$2.1M
Lavelle Capital LP47,190
1.0% of portfolio›$2.0M
Apella Capital, LLC42,278
0.0% of portfolio›$1.9M
Amalgamated Bank36,278
0.0% of portfolio›$1.5M
Mutual of America Capital Management LLC29,461
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D27,501
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System24,000
0.0% of portfolio›$1.0M
Arizona State Retirement System22,450
0.0% of portfolio›$955.0K
Wealth Enhancement Advisory Services, LLC21,862
0.0% of portfolio›$770.0K
Yousif Capital Management, LLC20,933
0.0% of portfolio›$890.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,256
0.0% of portfolio›$819.2K
Altiora Financial Group, LLC19,000
0.1% of portfolio›$808.3K
State of Michigan Retirement System18,900
0.0% of portfolio›$804.0K
Provident Living Financial Services, Inc.17,749
0.8% of portfolio›$857.5K
Washington Capital Management, Inc17,450
0.5% of portfolio›$742.3K
Oregon Public Employees Retirement Fund16,700
0.0% of portfolio›$710.4K
Concurrent Investment Advisors, LLC15,533
0.0% of portfolio›$660.8K
Fifth Third Wealth Advisors LLC14,642
0.0% of portfolio›$622.9K
HUB Investment Partners, LLC14,514
0.0% of portfolio›$617.4K
Assenagon Asset Management S.A.13,038
0.0% of portfolio›$554.6K
Truist Financial Corp12,766
0.0% of portfolio›$543.1K
Highland Capital Management, LLC11,921
0.0% of portfolio›$507.1K
State of Alaska, Department of Revenue11,781
0.0% of portfolio›$500.0K
Pictet Asset Management Holding SA11,580
0.0% of portfolio›$492.6K
State of Wyoming11,517
0.0% of portfolio›$489.9K
Shepherd Financial Partners LLC10,740
0.0% of portfolio›$456.9K
CenterBook Partners LP10,560
0.0% of portfolio›$449.2K
Resonant Capital Advisors, LLC10,307
0.0% of portfolio›$438.5K
Creative Planning10,152
0.0% of portfolio›$431.9K
Xponance LLC9,830
0.0% of portfolio›$418.2K
Sterling Capital Management LLC9,691
0.0% of portfolio›$412.3K
Chicago Partners Investment Group LLC9,316
0.0% of portfolio›$472.3K
Farther Finance Advisors, LLC7,663
0.0% of portfolio›$326.0K
Barton Investment Management7,482
0.0% of portfolio›$318.3K
Virginia Retirement Systems ET Al7,300
0.0% of portfolio›$310.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,297
0.0% of portfolio›$310.4K
Archer Investment Corp6,977
0.1% of portfolio›$296.8K
Park Capital Management, LLC / WI6,516
0.1% of portfolio›$277.2K
OpenArc Corporate Advisory, LLC6,514
0.0% of portfolio›$277.1K
Swiss Life Asset Management Ltd6,169
0.0% of portfolio›$262.4K
Elevatus Welath Management5,520
0.1% of portfolio›$234.8K
Plato Investment Management Ltd5,293
0.0% of portfolio›$226.0K
Crestwood Advisors Group, LLC5,151
0.0% of portfolio›$219.1K
Mitsubishi UFJ Asset Management Co., Ltd.5,093
0.0% of portfolio›$216.7K
Crossmark Global Holdings, Inc.4,962
0.0% of portfolio›$211.1K
111 Capital4,815
0.0% of portfolio›$204.8K
NorthCrest Asset Manangement, LLC4,743
0.0% of portfolio›$213.3K
Versant Capital Management, Inc2,993
0.0% of portfolio›$127.3K
Parallel Advisors, LLC2,698
0.0% of portfolio›$114.8K
KBC Group NV2,644
0.0% of portfolio›$112.0K
Fortitude Family Office, LLC1,847
0.0% of portfolio›$78.6K
Leonteq Securities AG1,733
0.0% of portfolio›$73.7K
Bayforest Capital Ltd1,590
0.1% of portfolio›$67.6K
Gamma Investing LLC1,396
0.0% of portfolio›$59.4K
Strs Ohio1,191
0.0% of portfolio›$50.7K
Asset Management One Co., Ltd.938
0.0% of portfolio›$39.9K
Signature Equity Partners, LLC893
0.0% of portfolio›$38.0K
FNY Investment Advisers, LLC800
0.0% of portfolio›$34.0K
Mirae Asset Global Investments Co., Ltd.755
0.0% of portfolio›$32.1K
SBI Securities Co., Ltd.729
0.0% of portfolio›$31.0K
Bullock Wealth Management Group625
0.0% of portfolio›$27.4K
Elevation Wealth Partners, LLC546
0.0% of portfolio›$23.2K
Signaturefd, LLC459
0.0% of portfolio›$19.5K
Financial Management Professionals, Inc.455
0.0% of portfolio›$19.4K
Elyxium Wealth, LLC436
0.0% of portfolio›$18.5K
MassMutual Private Wealth & Trust, FSB412
0.0% of portfolio›$17.5K
Wolverine Asset Management LLC400
0.0% of portfolio›$17.0K
Root Financial Partners, LLC396
0.0% of portfolio›$16.8K
Pension & Wealth Management Advisors, Inc.374
0.0% of portfolio›$15.9K
EverSource Wealth Advisors, LLC362
0.0% of portfolio›$15.4K
Ascentis Independent Advisors290
0.0% of portfolio›$12.3K
Transce3nd, LLC219
0.0% of portfolio›$10.7K
True Wealth Design, LLC213
0.0% of portfolio›$9.1K
Cedar Mountain Advisors, LLC148
0.0% of portfolio›$6.3K
Parkside Financial Bank & Trust134
0.0% of portfolio›$5.7K
GoalVest Advisory LLC132
0.0% of portfolio›$5.6K
Nisa Investment Advisors, LLC124
0.0% of portfolio›$5.3K
Clark Wealth Partners122
0.0% of portfolio›$5.2K
Covestor Ltd107
0.0% of portfolio›$5
SJS Investment Consulting Inc.99
0.0% of portfolio›$4.2K
Cullen T Bankers, Inc.74
0.0% of portfolio›$3.1K
Farmers & Merchants Investments Inc70
0.0% of portfolio›$3.0K
Bell Investment Advisors, Inc65
0.0% of portfolio›$2.8K
Capital Advisors, Ltd. LLC62
0.0% of portfolio›$3
Creative Capital Management Investments LLC61
0.0% of portfolio›$2.6K
JFS Wealth Advisors, LLC59
0.0% of portfolio›$2.5K
Physician Wealth Advisors, Inc.53
0.0% of portfolio›$2.3K
Bare Financial Services, Inc43
0.0% of portfolio›$1.8K
IFP Advisors, Inc39
0.0% of portfolio›$1.7K
GK Wealth Management LLC38
0.0% of portfolio›$1.6K
Quadrant Capital Group LLC31
0.0% of portfolio›$1.4K
Cromwell Holdings LLC31
0.0% of portfolio›$1.3K
Private Trust Co NA31
0.0% of portfolio›$1.3K
Bay Harbor Wealth Management, LLC22
0.0% of portfolio›$936
Provenance Wealth Advisors, LLC20
0.0% of portfolio›$851
UMB Private Wealth Management, LLC19
0.0% of portfolio›$808
DiNuzzo Private Wealth, Inc.17
0.0% of portfolio›$724
Valley National Advisers Inc9
0.0% of portfolio›$383
Proathlete Wealth Management LLC6
0.0% of portfolio›$255
DecisionPoint Financial, LLC5
0.0% of portfolio›$219
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$170
Balance Wealth Partners LLC4
0.0% of portfolio›$152
MV Capital Management, Inc.3
0.0% of portfolio›$128
WPG Advisers, LLC2
0.0% of portfolio›$85
RHL Group, LLC1
0.0% of portfolio›$43
Davis Capital Management1
0.0% of portfolio›$43
Maryland Capital Advisors Inc.1
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,993,481$127.3M0.0%IndexLowAustin, TX2026-11-04
Sepio Capital, LP
1,304,267$55.5M2.2%ETFLowSalt Lake City, UT2026-10-22
Allspring Global Investments Holdings, LLC
821,902$36.0M0.1%CoreMediumCharlotte, NC2026-11-04
Retirement Systems of Alabama
466,641$19.9M0.1%IndexLowMontgomery, AL2026-11-04
Principal Financial Group Inc
185,442$7.9M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
152,055$6.5M0.0%CoreMediumNew York, NY2026-11-04
Iridian Asset Management LLC
123,999$5.3M1.9%Deep ValueMediumWestport, CT2026-10-23
Cohen Capital Management, Inc.
104,413$4.4M0.6%CoreVery LowCorte Madera, CA2026-10-14
Inlight Wealth Management, LLC
66,011$2.8M0.8%ETFVery LowAtlanta, GA2026-10-21
Prescott Group Capital Management, L.L.C.
63,000$2.7M0.2%Deep ValueMediumTulsa, OK2026-10-30
New York State Teachers Retirement System
57,388$2.4M0.0%CoreVery LowAlbany, NY2026-10-22
Taylor Frigon Capital Management LLC
54,496$2.3M1.2%GrowthMediumScottsdale, AZ2026-10-23
Aspiriant, LLC
51,841$2.2M0.1%ETFVery LowLos Angeles, CA2026-10-16
Fulcrum Asset Management LLP
51,134$2.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
Lavelle Capital LP
47,190$2.0M1.0%GrowthHighSan Francisco, CA2026-11-03
Apella Capital, LLC
42,278$1.9M0.0%ETFVery LowWest Hartford, CT2026-10-08
Amalgamated Bank
36,278$1.5M0.0%CoreVery LowNew York, NY2026-10-23
Mutual of America Capital Management LLC
29,461$1.3M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
27,501$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
24,000$1.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
22,450$955.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
21,862$770.0K0.0%CoreLowPlymouth, MN2026-10-13
Yousif Capital Management, LLC
20,933$890.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
19,256$819.2K0.0%CoreLowHarrisburg, PA2026-11-03
Altiora Financial Group, LLC
19,000$808.3K0.1%ETFLowLebanon, OH2026-11-04
State of Michigan Retirement System
18,900$804.0K0.0%IndexLowEast Lansing, MI2026-10-27
Provident Living Financial Services, Inc.
17,749$857.5K0.8%GARPLowLehi, UT2026-11-03
Washington Capital Management, Inc
17,450$742.3K0.5%ValueMediumSeattle, WA2026-10-19
Oregon Public Employees Retirement Fund
16,700$710.4K0.0%IndexVery LowTigard, OR2026-10-30
Concurrent Investment Advisors, LLC
15,533$660.8K0.0%GrowthMediumTampa, FL2026-10-16
Fifth Third Wealth Advisors LLC
14,642$622.9K0.0%IndexVery LowCincinnati, OH2026-10-22
HUB Investment Partners, LLC
14,514$617.4K0.0%GrowthLowAustin, TX2026-11-03
Assenagon Asset Management S.A.
13,038$554.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Truist Financial Corp
12,766$543.1K0.0%CoreLowCharlotte, NC2026-10-30
Highland Capital Management, LLC
11,921$507.1K0.0%GrowthMediumMemphis, TN2026-10-26
State of Alaska, Department of Revenue
11,781$500.0K0.0%CoreVery LowJuneau, AK2026-10-15
Pictet Asset Management Holding SA
11,580$492.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
State of Wyoming
11,517$489.9K0.0%ValueHighCheyenne, WY2026-10-28
Shepherd Financial Partners LLC
10,740$456.9K0.0%ETFLowWinchester, MA2026-11-03
CenterBook Partners LP
10,560$449.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Resonant Capital Advisors, LLC
10,307$438.5K0.0%ETFLowMadison, WI2026-10-15
Creative Planning
10,152$431.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Xponance LLC
9,830$418.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Sterling Capital Management LLC
9,691$412.3K0.0%GARPMediumCharlotte, NC2026-10-22
Chicago Partners Investment Group LLC
9,316$472.3K0.0%GARPLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
7,663$326.0K0.0%IndexLowSan Francisco, CA2026-10-08
Barton Investment Management
7,482$318.3K0.0%GrowthVery LowWest Conshohocken, PA2026-10-27
Virginia Retirement Systems ET Al
7,300$310.5K0.0%CoreMediumRichmond, VA2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,297$310.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Archer Investment Corp
6,977$296.8K0.1%CoreMediumCarmel, IN2026-11-05
Park Capital Management, LLC / WI
6,516$277.2K0.1%GrowthHighMadison, WI2026-10-13
OpenArc Corporate Advisory, LLC
6,514$277.1K0.0%GrowthLowAtlanta, GA2026-10-21
Swiss Life Asset Management Ltd
6,169$262.4K0.0%CoreLowZurich, Switzerland2026-11-03
Elevatus Welath Management
5,520$234.8K0.1%GrowthHighVictor, NY2026-10-19
Plato Investment Management Ltd
5,293$226.0K0.0%CoreLowSydney, China2026-11-05
Crestwood Advisors Group, LLC
5,151$219.1K0.0%GrowthLowBoston, MA2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
5,093$216.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
Crossmark Global Holdings, Inc.
4,962$211.1K0.0%GARPMediumHouston, TX2026-10-21
111 Capital
4,815$204.8K0.0%CoreVery HighParis, India2026-11-03
NorthCrest Asset Manangement, LLC
4,743$213.3K0.0%GrowthLowPlymouth, MN2026-10-13
Versant Capital Management, Inc
2,993$127.3K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
2,698$114.8K0.0%IndexLowSan Francisco, CA2026-11-03
KBC Group NV
2,644$112.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Fortitude Family Office, LLC
1,847$78.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Leonteq Securities AG
1,733$73.7K0.0%CoreHighZurich, Switzerland2026-10-29
Bayforest Capital Ltd
1,590$67.6K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Gamma Investing LLC
1,396$59.4K0.0%IndexVery LowFoster City, CA2026-10-08
Strs Ohio
1,191$50.7K0.0%CoreMediumColumbus, OH2026-10-30
Asset Management One Co., Ltd.
938$39.9K0.0%IndexVery LowTokyo, Mexico2026-10-27
Signature Equity Partners, LLC
893$38.0K0.0%GrowthMediumColumbus, OH2026-10-29
FNY Investment Advisers, LLC
800$34.0K0.0%GrowthVery HighNew York, NY2026-10-16
Mirae Asset Global Investments Co., Ltd.
755$32.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
SBI Securities Co., Ltd.
729$31.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bullock Wealth Management Group
625$27.4K0.0%GrowthLowBloomington, IN2026-10-09
Elevation Wealth Partners, LLC
546$23.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Signaturefd, LLC
459$19.5K0.0%IndexLowAtlanta, GA2026-10-23
Financial Management Professionals, Inc.
455$19.4K0.0%ETFMediumAustin, TX2026-10-23
Elyxium Wealth, LLC
436$18.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
412$17.5K0.0%CoreLowSpringfield, MA2026-10-05
Wolverine Asset Management LLC
400$17.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Root Financial Partners, LLC
396$16.8K0.0%ETFMediumEncinitas, CA2026-10-21
Pension & Wealth Management Advisors, Inc.
374$15.9K0.0%ETFLowWaltham, MA2026-10-16
EverSource Wealth Advisors, LLC
362$15.4K0.0%CoreMediumBirmingham, AL2026-11-04
Ascentis Independent Advisors
290$12.3K0.0%ETFLowDallas, TX2026-11-03
Transce3nd, LLC
219$10.7K0.0%GrowthLowBuda, TX2026-10-26
True Wealth Design, LLC
213$9.1K0.0%ETFMediumAkron, OH2026-10-13
Cedar Mountain Advisors, LLC
148$6.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Parkside Financial Bank & Trust
134$5.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
GoalVest Advisory LLC
132$5.6K0.0%ETFMediumNew York, NY2026-10-02
Nisa Investment Advisors, LLC
124$5.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Clark Wealth Partners
122$5.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Covestor Ltd
107$50.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
99$4.2K0.0%ETFVery LowSylvania, OH2026-10-26
Cullen T Bankers, Inc.
74$3.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Farmers & Merchants Investments Inc
70$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
65$2.8K0.0%ETFVery LowOrinda, CA2026-10-29
Capital Advisors, Ltd. LLC
62$30.0%ETFLowShaker Heights, OH2026-10-27
Creative Capital Management Investments LLC
61$2.6K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
59$2.5K0.0%ETFVery LowHermitage, PA2026-11-03
Physician Wealth Advisors, Inc.
53$2.3K0.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
43$1.8K0.0%ETFVery LowGap, PA2026-11-04
IFP Advisors, Inc
39$1.7K0.0%GrowthLowTampa, FL2026-10-16
GK Wealth Management LLC
38$1.6K0.0%GARPVery HighReno, NV2026-10-09
Quadrant Capital Group LLC
31$1.4K0.0%CoreLowCincinnati, OH2026-10-20
Cromwell Holdings LLC
31$1.3K0.0%IndexLowJackson, WY2026-10-28
Private Trust Co NA
31$1.3K0.0%CoreLowCleveland, OH2026-10-20
Bay Harbor Wealth Management, LLC
22$9360.0%ETFMediumHunt Valley, MD2026-11-03
Provenance Wealth Advisors, LLC
20$8510.0%ETFLowFort Lauderdale, FL2026-10-30
UMB Private Wealth Management, LLC
19$8080.0%GrowthN/AKansas City, MO2026-10-19
DiNuzzo Private Wealth, Inc.
17$7240.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
9$3830.0%ETFLowBethlehem, PA2026-10-23
Proathlete Wealth Management LLC
6$2550.0%ETFVery LowBoca Raton, FL2026-10-15
DecisionPoint Financial, LLC
5$2190.0%ETFVery LowMesa, AZ2026-10-27
Silver Grove Financial Group, Inc.
4$1700.0%CoreMediumOrchard Park, NY2026-11-05
Balance Wealth Partners LLC
4$1520.0%ETFMediumWorthington, OH2026-10-27
MV Capital Management, Inc.
3$1280.0%ETFLowBethesda, MD2026-10-29
WPG Advisers, LLC
2$850.0%CoreLowBaltimore, MD2026-10-27
RHL Group, LLC
1$430.0%ETFVery HighHolly, MI2026-11-04
Davis Capital Management
1$430.0%CoreLowJacksonville, FL2026-10-08
Maryland Capital Advisors Inc.
1$430.0%ETFVery LowChester, MD2026-10-15