Focus Financial Partners Inc.
Focus Financial Partners Inc. (FOCS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FOCS · as of Sep 30, 2023
Ownership Breakdown
1
Institutional Holders
▼ 210 vs Q2
$1.38M
Total Inst. Value
▼ $3.88B vs Q2
66.02M
Shares Outstanding
freeFloat 88.15%
33,400
13F Shares Held
▼ 73.79M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FOCS largest shareholders · institutional ownership
Q3 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO investment advice | 33.4K | 3.90% | 3.90% | $1.38B | Nov 14, 2023 | ▲ 24.3K |
EQUITABLE TRUST CO investment advice | 0 | 0.00% | 0.00% | $0 | Nov 6, 2023 | EXIT |
NORTHERN TRUST CORP investment advice | 0 | 0.00% | 0.00% | $0 | Nov 13, 2023 | EXIT |
FRANKLIN RESOURCES INC investment advice | 0 | 0.00% | 0.00% | $0 | Nov 13, 2023 | EXIT |
BANK OF AMERICA CORP /DE/ investment advice | 0 | 0.00% | 0.00% | $0 | Nov 14, 2023 | EXIT |
WELLS FARGO & COMPANY/MN investment advice | 0 | 0.00% | 0.00% | $0 | Nov 13, 2023 | EXIT |
US BANCORP \DE\ investment advice | 0 | 0.00% | 0.00% | $0 | Nov 3, 2023 | EXIT |
PRICE T ROWE ASSOCIATES INC /MD/ investment advice | 0 | 0.00% | 0.00% | $0 | Nov 14, 2023 | EXIT |
STATE STREET CORP investment advice | 0 | 0.00% | 0.00% | $0 | Nov 14, 2023 | EXIT |
JPMORGAN CHASE & CO investment advice | 0 | 0.00% | 0.00% | $0 | Nov 14, 2023 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2023 vs prior quarter
Q3 2023
1
Increased
+24.3K shares0
New Positions
first time holders0
Decreased
−0 shares49
Sold Out
fully exitedNet shares change (top 50)
+24.3K
+24.3K / −0
Net new holders
-48
0 new / 49 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FOCS insider trading · insider activity
Source: SEC Form 4
26
Buy transactions
117
Sell transactions
0.22
Buy/Sell ratio
$53M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Adolf Ruediger CEO and Chairman | Aug 31, 2023 | D-Return | 46,470 | $58.50 | $2.72M | 0 | Form 4 ↗ |
Shanahan James Chief Financial Officer | Aug 31, 2023 | J-Other | 29,375 | $21.00 | $616.9K | 60.6K | Form 4 ↗ |
Shanahan James Chief Financial Officer | Aug 31, 2023 | Tax Withhold | 10,811 | — | — | 18.9K | Form 4 ↗ |
Shanahan James Chief Financial Officer | Aug 31, 2023 | D-Return | 224,984 | $33.00 | $7.42M | 0 | Form 4 ↗ |
Shanahan James Chief Financial Officer | Aug 31, 2023 | D-Return | 65,605 | $58.50 | $3.84M | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Focus Financial Partners Inc. (FOCS) is primarily owned by institutional investors, who hold approximately 0.1% of total shares outstanding. Company insiders own approximately 11.85%, while retail and public investors account for the remaining 88.10%.
The largest institutional shareholder of Focus Financial Partners Inc. is PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO, holding approximately 33,400 shares — equal to 3.90% of outstanding shares — as of September 30, 2023.
A total of 1 institutional investors currently hold FOCS stock, with a combined institutional value of approximately $1,379,000 as of the most recent 13F filing period.
Frequently asked questions
FOCS ownershipFocus Financial Partners Inc. (FOCS) is primarily owned by institutional investors, who hold approximately 0.1% of shares. The largest shareholder is PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO with a 3.90% stake. Company insiders hold 11.85%. Data sourced from SEC Form 13F as of September 30, 2023.