BIOVIE INC (BIVI)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
Institutions report 1,486,033 shares against 7,542,638 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $1.2M | 605,471 | 0.00% | 4q | +704.9%+$1.0M |
| Diametric Capital, LP | $497.9K | 256,636 | 0.05% | 4q | -30.6%-$219.9K |
| RENAISSANCE TECHNOLOGIES LLC | $248.2K | 127,918 | 0.00% | 4q | +88.3%+$116.4K |
| CITADEL ADVISORS LLC | $186.1K | 95,952 | 0.00% | 4q | +111.9%+$98.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | $137.6K | 70,906 | 0.00% | 2q | -15.7%-$25.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $137.3K | 70,752 | 0.00% | 4q | -16.0%-$26.1K |
| PHILADELPHIA TRUST CO | $97.0K | 50,010 | 0.01% | 4q | -33.3%-$48.5K |
| VANGUARD FIDUCIARY TRUST CO | $72.9K | 37,557 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $69.6K | 35,860 | 0.00% | 3q | +57.3%+$25.4K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $63.2K | 32,583 | 0.00% | 4q | -64.6%-$115.4K |
| Cambridge Investment Research Advisors, Inc. | $54.0K | 27,632 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $42.3K | 21,820 | 0.00% | 3q | +53.8%+$14.8K |
| Persistent Asset Partners Ltd | $29.1K | 14,996 | 0.01% | new | NEW |
| XTX Topco Ltd | $27.6K | 14,228 | 0.00% | 3q | -33.0%-$13.6K |
| Caprock Group, LLC | $21.9K | 11,300 | 0.00% | new | NEW |
| Allworth Financial LP | $10.9K | 5,600 | 0.00% | 4q | HELD |
| UBS Group AG | $4.2K | 2,175 | 0.00% | 4q | +36150.0%+$4.2K |
| Tower Research Capital LLC (TRC) | $4.0K | 2,064 | 0.00% | 3q | -72.6%-$10.6K |
| PNC Financial Services Group, Inc. | $1.9K | 1,000 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $1.7K | 867 | 0.00% | 5q | +275.3%+$1.2K |
| BFC Planning, Inc. | $834 | 430 | 0.00% | 4q | HELD |
| Caitong International Asset Management Co., Ltd | $27 | 14 | 0.00% | 2q | +366.7% |
| Tradewinds Capital Management, LLC | $20 | 10 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $19 | 10 | 0.00% | 4q | -63.0% |
| NewEdge Advisors, LLC | $19 | 10 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $15 | 8 | 0.00% | 4q | -85.7% |
| Financial Perspectives, Inc | $12 | 6 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $10 | 5 | 0.00% | 4q | HELD |
| FIFTH THIRD BANCORP | $8 | 4 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $6 | 3 | 0.00% | 4q | HELD |
| GILL CAPITAL PARTNERS, LLC | $4 | 2 | 0.00% | 2q | HELD |
| FMR LLC | $2 | 1 | 0.00% | 3q | HELD |
| DANSKE BANK A/S | $2 | 1 | 0.00% | 4q | HELD |
| ALBION FINANCIAL GROUP /UT | $2 | 1 | 0.00% | 4q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $2 | 1 | 0.00% | 4q | -50.0% |
| ROYAL BANK OF CANADA | $0 | 200 | 0.00% | 4q | -2.4% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-14 | 2026-09-11 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 4 | $2.6K | 1,680 | 0 | 1 | 1 | 0.0% |
| Q2 2026 | 36 | $2.9M | 1,486,033 | 4 | 8 | 11 | 0.0% |
| Q1 2026 | 35 | $1.4M | 1,031,378 | 4 | 7 | 6 | 0.0% |
| Q4 2025 | 36 | $1.3M | 1,159,747 | 7 | 5 | 11 | 0.0% |
| Q3 2025 | 33 | $2.3M | 1,197,958 | 32 | 0 | 3 | 0.0% |
| Q2 2025 | 38 | $1.0M | 1,110,379 | 8 | 8 | 9 | 0.0% |
| Q1 2025 | 38 | $970.5K | 991,549 | 6 | 10 | 8 | 0.0% |
| Q4 2024 | 44 | $1.5M | 758,555 | 20 | 9 | 6 | 0.9% |
| Q3 2024 | 27 | $195.3K | 162,765 | 26 | 0 | 0 | 0.0% |
| Q2 2024 | 51 | $1.8M | 4,481,046 | 10 | 7 | 17 | 1.7% |
| Q1 2024 | 51 | $3.9M | 6,757,545 | 8 | 16 | 13 | 7.2% |
| Q4 2023 | 56 | $3.7M | 1,923,722 | 9 | 24 | 8 | 34.0% |
| Q3 2023 | 57 | $9.4M | 1,744,166 | 11 | 16 | 15 | 36.4% |
| Q2 2023 | 54 | $9.2M | 1,923,765 | 17 | 21 | 5 | 10.4% |
| Q1 2023 | 49 | $14.1M | 1,606,912 | 21 | 15 | 7 | 8.0% |
| Q4 2022 | 38 | $9.5M | 1,222,392 | 24 | 10 | 1 | 0.0% |
| Q3 2022 | 17 | $1.2M | 480,199 | 5 | 3 | 3 | 0.0% |
| Q2 2022 | 13 | $1.6M | 1,099,464 | 2 | 4 | 2 | 0.0% |
| Q1 2022 | 14 | $7.1M | 1,512,257 | 3 | 2 | 4 | 0.0% |
| Q4 2021 | 14 | $7.5M | 1,664,324 | 3 | 7 | 0 | 0.0% |
| Q3 2021 | 13 | $10.0M | 1,488,772 | 5 | 4 | 3 | 0.0% |
| Q2 2021 | 11 | $4.9M | 286,247 | 5 | 4 | 2 | 0.0% |
| Q1 2021 | 11 | $4.6M | 239,421 | 5 | 0 | 6 | 0.0% |
| Q4 2020 | 8 | $2.6M | 153,337 | 3 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $66.0K | 6,800 | 2 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $7.0K | 100,000 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $11.0K | 100,000 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $8.0K | 100,000 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $3.0K | 100,000 | 0 | 0 | 0 | 0.0% |