HARVARD BIOSCIENCE INC (HBIO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,679,489 shares against 4,552,305 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 |
|---|---|---|---|---|---|
| WEBER CAPITAL MANAGEMENT LLC /ADV | $1.9M | 310,861 | 1.63% | 2q | -2.9%-$56.4K |
| Meros Investment Management, LP | $1.1M | 182,992 | 0.36% | 19q | +54.4%+$396.5K |
| ACADIAN ASSET MANAGEMENT LLC | $1.1M | 179,614 | 0.00% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0M | 169,625 | 0.00% | 2q | +3.9%+$38.8K |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $880.0K | 143,082 | 0.68% | 3q | +21.8%+$157.3K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $755.3K | 122,810 | 0.09% | 2q | -1.6%-$12.3K |
| TWO SIGMA INVESTMENTS, LP | $704.5K | 114,545 | 0.00% | 2q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $610.9K | 99,327 | 0.00% | 2q | -2.1%-$12.9K |
| BlackRock, Inc. | $380.3K | 61,834 | 0.00% | 2q | -0.6%-$2.4K |
| GEODE CAPITAL MANAGEMENT, LLC | $292.5K | 47,555 | 0.00% | 2q | -20.1%-$73.5K |
| Mink Brook Asset Management LLC | $205.2K | 33,369 | 0.09% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $200.6K | 32,620 | 0.00% | 2q | -29.6%-$84.3K |
| VANGUARD FIDUCIARY TRUST CO | $170.5K | 27,730 | 0.00% | 2q | HELD |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $165.9K | 26,973 | 0.02% | 2q | HELD |
| Williams & Novak, LLC | $128.8K | 20,949 | 0.09% | 2q | -22.6%-$37.5K |
| UBS Group AG | $108.1K | 17,581 | 0.00% | 2q | +109.2%+$56.4K |
| RBF Capital, LLC | $98.4K | 16,000 | 0.00% | 2q | HELD |
| STATE STREET CORP | $91.8K | 14,932 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $86.0K | 13,982 | 0.00% | 2q | -41.3%-$60.6K |
| CITADEL ADVISORS LLC | $81.5K | 13,251 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $65.5K | 10,657 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $62.9K | 10,230 | 0.00% | 2q | HELD |
| FMR LLC | $19.6K | 3,179 | 0.00% | 2q | -2.9% |
| GROUP ONE TRADING LLC | $15.6K incl. $14.1K options CALL | 240 | 0.00% | 2q | -89.0%-$126.4K |
| MORGAN STANLEY | $10.0K | 1,627 | 0.00% | 2q | HELD |
| Vanguard Global Advisers, LLC | $7.5K | 1,221 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $5.3K | 866 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $3.6K | 580 | 0.00% | 2q | -49.7%-$3.5K |
| Brown Shipley& Co Ltd | $2.9K | 478 | 0.00% | 2q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $1.4K | 228 | 0.00% | 2q | HELD |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $1.4K | 225 | 0.00% | 8q | HELD |
| JPMORGAN CHASE & CO | $1.2K | 195 | 0.00% | 2q | -95.6%-$26.1K |
| BNP PARIBAS FINANCIAL MARKETS | $406 | 66 | 0.00% | 2q | -2.9% |
| BARCLAYS PLC | $160 | 26 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $86 | 14 | 0.00% | 2q | HELD |
| SHP Wealth Management | $62 | 10 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $0 | 15 | 0.00% | 2q | -98.2% |
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 |
|---|---|---|---|
| 2026-09-22 | 13G/A | Leviticus Partners LP | 5.2% |
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 | 6 | $2.7M | 344,916 | 0 | 0 | 2 | 0.0% |
| Q2 2026 | 37 | $10.3M | 1,679,489 | 4 | 4 | 14 | 0.1% |
| Q1 2026 | 36 | $7.8M | 1,585,623 | 32 | 0 | 3 | 1.6% |
| Q4 2025 | 62 | $11.9M | 17,621,325 | 11 | 19 | 13 | 0.6% |
| Q3 2025 | 60 | $7.3M | 16,629,232 | 6 | 7 | 25 | 0.4% |
| Q2 2025 | 69 | $8.5M | 18,916,568 | 15 | 18 | 27 | 0.8% |
| Q1 2025 | 89 | $14.5M | 25,645,809 | 8 | 20 | 37 | 0.1% |
| Q4 2024 | 95 | $65.6M | 31,062,040 | 14 | 35 | 25 | 0.1% |
| Q3 2024 | 94 | $84.3M | 31,321,530 | 13 | 30 | 26 | 0.0% |
| Q2 2024 | 100 | $90.8M | 31,827,226 | 19 | 40 | 22 | 0.1% |
| Q1 2024 | 90 | $138.6M | 32,685,080 | 9 | 25 | 38 | 0.0% |
| Q4 2023 | 93 | $178.3M | 33,338,239 | 6 | 32 | 24 | 0.0% |
| Q3 2023 | 96 | $141.8M | 32,933,859 | 9 | 39 | 27 | 0.1% |
| Q2 2023 | 102 | $178.4M | 32,464,182 | 43 | 26 | 21 | 0.1% |
| Q1 2023 | 65 | $127.2M | 30,214,958 | 6 | 12 | 25 | 0.0% |
| Q4 2022 | 65 | $83.3M | 30,067,615 | 7 | 17 | 26 | 0.0% |
| Q3 2022 | 75 | $74.0M | 28,891,536 | 7 | 22 | 27 | 0.0% |
| Q2 2022 | 87 | $107.5M | 29,854,270 | 18 | 27 | 28 | 0.0% |
| Q1 2022 | 97 | $205.5M | 33,095,204 | 7 | 26 | 35 | 0.0% |
| Q4 2021 | 101 | $293.5M | 41,628,573 | 9 | 34 | 31 | 0.0% |
| Q3 2021 | 98 | $271.3M | 38,839,135 | 11 | 35 | 31 | 0.0% |
| Q2 2021 | 98 | $232.3M | 27,881,893 | 22 | 35 | 28 | 0.0% |
| Q1 2021 | 87 | $144.2M | 26,388,285 | 16 | 24 | 31 | 0.0% |
| Q4 2020 | 80 | $110.9M | 25,850,769 | 5 | 29 | 24 | 0.0% |
| Q3 2020 | 82 | $79.4M | 26,362,017 | 7 | 26 | 35 | 0.0% |
| Q2 2020 | 84 | $82.3M | 26,561,530 | 32 | 28 | 11 | 0.0% |
| Q1 2020 | 59 | $92.4M | 40,583,241 | 4 | 19 | 22 | 0.0% |
| Q4 2019 | 66 | $123.2M | 40,405,271 | 5 | 13 | 21 | 0.0% |
| Q3 2019 | 67 | $124.3M | 40,535,860 | 9 | 19 | 22 | 0.0% |
| Q2 2019 | 76 | $81.0M | 40,521,039 | 11 | 27 | 25 | 0.0% |
| Q1 2019 | 87 | $191.4M | 44,399,905 | 12 | 20 | 37 | 0.0% |
| Q4 2018 | 79 | $141.3M | 44,426,677 | 2 | 0 | 4 | 0.0% |