EVOTEC AG (EVO)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
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 |
|---|---|---|---|---|---|
| DCF Advisers, LLC | $3.0M | 1,079,024 | 0.53% | 14q | +1.3%+$38.5K |
| WCM INVESTMENT MANAGEMENT, LLC | $1.9M | 671,884 | 0.00% | 5q | +7.1%+$124.9K |
| ABC ARBITRAGE SA | $1.0M | 371,936 | 0.11% | 6q | -26.9%-$383.9K |
| Optiver Holding B.V. | $902.0K | 322,153 | 0.00% | 3q | +13.6%+$108.0K |
| MORGAN STANLEY | $576.1K | 205,763 | 0.00% | 19q | -20.8%-$151.1K |
| LPL Financial LLC | $464.9K | 166,045 | 0.00% | 5q | +35.7%+$122.4K |
| ENVESTNET ASSET MANAGEMENT INC | $390.9K | 139,596 | 0.00% | 5q | +16.9%+$56.5K |
| OLD MISSION CAPITAL LLC | $106.5K | 38,032 | 0.00% | 3q | +96.6%+$52.3K |
| Pathstone Holdings, LLC | $100.2K | 35,779 | 0.00% | 2q | +4.8%+$4.6K |
| Fore Capital, LLC | $87.8K | 31,355 | 0.03% | 3q | HELD |
| Snowden Capital Advisors LLC | $71.1K | 25,379 | 0.00% | 5q | +4.0%+$2.7K |
| MILLENNIUM MANAGEMENT LLC | $63.9K | 22,833 | 0.00% | 3q | -77.1%-$214.9K |
| XTX Topco Ltd | $50.1K | 17,891 | 0.00% | 5q | -9.4%-$5.2K |
| CAPTRUST FINANCIAL ADVISORS | $41.3K | 14,742 | 0.00% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $38.1K | 13,596 | 0.00% | 3q | -32.4%-$18.3K |
| BNP PARIBAS FINANCIAL MARKETS | $37.2K | 13,277 | 0.00% | 7q | -13.1%-$5.6K |
| Apollon Wealth Management, LLC | $34.2K | 12,230 | 0.00% | 2q | +9.5%+$3.0K |
| CSS LLC/IL | $33.9K | 12,100 | 0.00% | 7q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $31.6K | 11,272 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $28.6K | 10,219 | 0.00% | 4q | HELD |
| Concurrent Investment Advisors, LLC | $28.0K | 10,016 | 0.00% | 2q | HELD |
| UMB Bank, n.a. | $23.0K | 8,210 | 0.00% | 5q | +14.2%+$2.9K |
| Global Retirement Partners, LLC | $12.3K | 4,379 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $3.7K | 1,326 | 0.00% | 3q | HELD |
| PRIVATE TRUST CO NA | $1.4K | 490 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $952 | 340 | 0.00% | 9q | HELD |
| Leo H. Evart, Inc. | $638 | 228 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $280 | 100 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $274 | 100 | 0.00% | 6q | HELD |
| SBI Securities Co., Ltd. | $266 | 95 | 0.00% | 7q | -2.1% |
| Strive Financial Group ,LLC | $115 | 41 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $70 | 25 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $48 | 17 | 0.00% | 4q | +70.0% |
| Caitong International Asset Management Co., Ltd | $8 | 3 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-14 | 13D/A | Mubadala Investment Company PJSCwith 4 co-filers | 0.0% |
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 | 5 | $968.7K | 566,492 | 1 | 4 | 0 | 0.0% |
| Q2 2026 | 34 | $9.1M | 3,240,476 | 6 | 11 | 7 | 0.0% |
| Q1 2026 | 46 | $20.3M | 8,150,865 | 11 | 10 | 14 | 0.0% |
| Q4 2025 | 44 | $30.4M | 9,847,889 | 16 | 6 | 10 | 0.0% |
| Q3 2025 | 37 | $35.9M | 9,885,991 | 8 | 11 | 8 | 0.0% |
| Q2 2025 | 37 | $40.5M | 9,655,441 | 16 | 5 | 8 | 0.0% |
| Q1 2025 | 25 | $30.4M | 9,098,503 | 5 | 5 | 9 | 0.0% |
| Q4 2024 | 26 | $36.9M | 8,874,420 | 7 | 7 | 7 | 0.0% |
| Q3 2024 | 24 | $29.6M | 7,981,919 | 3 | 7 | 7 | 0.0% |
| Q2 2024 | 27 | $35.0M | 7,292,336 | 10 | 10 | 3 | 0.0% |
| Q1 2024 | 21 | $40.3M | 5,143,921 | 3 | 7 | 8 | 0.0% |
| Q4 2023 | 28 | $67.0M | 5,718,557 | 5 | 10 | 5 | 0.0% |
| Q3 2023 | 24 | $12.0M | 1,216,736 | 5 | 8 | 4 | 0.0% |
| Q2 2023 | 20 | $15.4M | 1,378,787 | 3 | 7 | 3 | 0.0% |
| Q1 2023 | 18 | $14.6M | 1,378,133 | 1 | 4 | 8 | 0.0% |
| Q4 2022 | 21 | $21.1M | 2,603,923 | 6 | 5 | 5 | 0.0% |
| Q3 2022 | 20 | $43.5M | 4,944,019 | 3 | 8 | 5 | 0.0% |
| Q2 2022 | 20 | $57.2M | 4,778,604 | 1 | 8 | 6 | 0.0% |
| Q1 2022 | 21 | $83.3M | 5,506,221 | 10 | 5 | 4 | 0.0% |
| Q4 2021 | 20 | $157.3M | 6,621,656 | 20 | 0 | 0 | 0.0% |
| Q4 2018 | 19 | $6.2M | 506,480 | 0 | 1 | 0 | 0.0% |