DaveManuel.com · Institutional Ownership · Who Owns It
IOVANCE BIOTHERAPEUTICS INC (IOVA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
294
Reporting holders
$1.2B
Reported value
63.3%
Of shares outstanding
1.9%
Calls
1.7%
Puts
+6
Holder change
Institutions report 286,783,146 shares against 452,971,432 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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $153.7M | 36,957,681 | 0.00% | 8q | +18.9%+$24.4M |
| MHR FUND MANAGEMENT LLC | $120.5M | 28,967,103 | 6.28% | 15q | HELD |
| STATE STREET CORP | $101.8M | 24,478,268 | 0.00% | 31q | +40.3%+$29.2M |
| TWO SIGMA INVESTMENTS, LP | $79.1M | 19,010,697 | 0.06% | 6q | +38.9%+$22.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $75.7M | 18,204,248 | 0.00% | 2q | +9.5%+$6.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $59.9M | 14,388,999 | 0.00% | 2q | +23.0%+$11.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $43.0M | 10,324,826 | 0.00% | 31q | +20.4%+$7.3M |
| MILLENNIUM MANAGEMENT LLC | $35.5M | 8,525,919 | 0.01% | 19q | -9.4%-$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.1M incl. $21.1M options CALL+PUT | 2,656,740 | 0.00% | 31q | -11.3%-$4.1M |
| DIMENSIONAL FUND ADVISORS LP | $26.9M | 6,460,449 | 0.00% | 31q | +144.2%+$15.9M |
| JANE STREET GROUP, LLC | $22.8M incl. $4.5M options CALL+PUT | 4,393,853 | 0.00% | 29q | +5.3%+$1.1M |
| Palo Alto Investors LP | $22.0M | 5,296,209 | 3.04% | 11q | -16.6%-$4.4M |
| GOLDMAN SACHS GROUP INC | $21.2M | 5,096,334 | 0.00% | 31q | -41.8%-$15.2M |
| Nuveen, LLC | $20.8M | 4,997,112 | 0.00% | 6q | +36.4%+$5.5M |
| BANK OF AMERICA CORP /DE/ | $20.8M | 4,993,584 | 0.00% | 31q | -41.2%-$14.5M |
| MORGAN STANLEY | $20.7M | 4,986,461 | 0.00% | 35q | -19.6%-$5.1M |
| JUPITER ASSET MANAGEMENT LTD | $18.9M | 4,535,080 | 0.09% | new | NEW |
| NORTHERN TRUST CORP | $17.3M | 4,154,200 | 0.00% | 31q | +44.5%+$5.3M |
| AQR CAPITAL MANAGEMENT LLC | $16.1M | 3,869,584 | 0.01% | 7q | +520.0%+$13.5M |
| CITADEL ADVISORS LLC | $15.1M incl. $6.4M options CALL+PUT | 2,104,990 | 0.00% | 31q | -19.4%-$3.6M |
| WELLS FARGO & COMPANY/MN | $13.5M | 3,246,537 | 0.00% | 31q | +56.7%+$4.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.4M | 3,219,656 | 0.00% | 31q | +15.7%+$1.8M |
| HRT FINANCIAL LP | $12.9M | 3,097,787 | 0.02% | 6q | -11.1%-$1.6M |
| VANGUARD FIDUCIARY TRUST CO | $10.6M | 2,542,878 | 0.00% | 2q | +16.4%+$1.5M |
| JPMORGAN CHASE & CO | $10.2M | 2,431,616 | 0.00% | 31q | -2.8%-$290.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $10.1M | 2,415,456 | 0.00% | 31q | -23.7%-$3.1M |
| D. E. Shaw & Co., Inc. | $8.9M | 2,143,134 | 0.00% | 27q | -73.3%-$24.4M |
| Long Focus Capital Management, LLC | $8.7M | 2,100,000 | 0.22% | 19q | HELD |
| Orion Investment Co | $8.6M | 2,073,202 | 2.52% | 9q | HELD |
| Xcelsior Advisor Partners LLC | $7.4M | 1,783,924 | 0.98% | 3q | +12507.2%+$7.4M |
| Rhenman & Partners Asset Management AB | $7.1M | 1,705,327 | 0.67% | 31q | -17.0%-$1.5M |
| GROUP ONE TRADING LLC | $7.0M incl. $6.0M options CALL+PUT | 237,671 | 0.01% | 31q | -60.1%-$10.5M |
| Knott David M Jr | $6.7M | 1,600,000 | 3.52% | 2q | HELD |
| RICE HALL JAMES & ASSOCIATES, LLC | $6.4M | 1,539,840 | 0.31% | 26q | +1.6%+$103.7K |
| B Group, Inc. | $6.2M | 1,500,000 | 2.93% | 7q | HELD |
| Invenomic Capital Management LP | $6.2M | 1,482,595 | 0.37% | 6q | -82.5%-$29.2M |
| Woodline Partners LP | $5.7M | 1,363,226 | 0.02% | 8q | +5.5%+$296.4K |
| FMR LLC | $5.6M | 1,355,378 | 0.00% | 31q | +2649.2%+$5.4M |
| UBS Group AG | $5.4M | 1,291,664 | 0.00% | 31q | -32.6%-$2.6M |
| Invesco Ltd. | $5.3M | 1,285,176 | 0.00% | 27q | -9.6%-$570.5K |
| C WorldWide Group Holding A/S | $5.2M | 1,260,000 | 0.13% | 17q | HELD |
| Bank of New York Mellon Corp | $4.8M | 1,162,097 | 0.00% | 31q | +21.5%+$854.1K |
| Mirador Capital Partners LP | $4.5M | 1,080,288 | 0.55% | 4q | +0.7%+$29.3K |
| Susquehanna Portfolio Strategies, LLC | $4.4M | 1,055,581 | 0.07% | 4q | +15.4%+$587.1K |
| SECTOR GAMMA AS | $4.0M | 968,466 | 0.87% | 2q | +7.6%+$284.8K |
| CITIGROUP INC | $3.7M | 882,132 | 0.00% | 31q | +979.4%+$3.3M |
| DEUTSCHE BANK AG\ | $3.6M | 854,973 | 0.00% | 34q | +16.3%+$499.3K |
| Jump Financial, LLC | $3.4M | 825,903 | 0.03% | 3q | +3312.8%+$3.3M |
| Hennion & Walsh Asset Management, Inc. | $3.4M | 818,913 | 0.10% | 19q | +100.0%+$1.7M |
| SIMPLEX TRADING, LLC | $3.4M incl. $2.9M options CALL+PUT | 126,107 | 0.00% | 21q | -16.9%-$691.3K |
| Swiss National Bank | $2.9M | 702,556 | 0.00% | 31q | +15.8%+$399.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2.9M | 688,134 | 0.01% | 2q | -32.7%-$1.4M |
| AMERICAN CENTURY COMPANIES INC | $2.8M | 684,673 | 0.00% | 28q | +92.4%+$1.4M |
| QVT Financial LP | $2.8M | 678,564 | 0.17% | 31q | HELD |
| LPL Financial LLC | $2.8M | 661,075 | 0.00% | 21q | +16.1%+$382.1K |
| GSA CAPITAL PARTNERS LLP | $2.7M | 655,318 | 0.17% | 6q | +17.6%+$408.6K |
| 683 Capital Management, LLC | $2.7M PUT | options only | 0.13% | 2q | OPTIONS |
| ROYAL BANK OF CANADA | $2.6M | 628,167 | 0.00% | 31q | +0.5%+$13.0K |
| RHUMBLINE ADVISERS | $2.5M | 594,164 | 0.00% | 31q | +14.2%+$308.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 526,646 | 0.00% | 31q | +11.1%+$218.6K |
| Mariner, LLC | $2.1M | 505,190 | 0.00% | 2q | +342.0%+$1.6M |
| ALGERT GLOBAL LLC | $2.0M | 474,939 | 0.02% | 3q | +62.1%+$757.2K |
| CM Management, LLC | $1.9M | 450,000 | 1.19% | 12q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 436,098 | 0.00% | 7q | +2.5%+$44.1K |
| Rafferty Asset Management, LLC | $1.7M | 402,880 | 0.00% | 30q | -7.0%-$125.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.7M | 396,951 | 0.00% | 31q | +34.4%+$422.5K |
| Raiffeisen Bank International AG | $1.6M incl. $8.3K options CALL | 380,000 | 0.02% | 7q | HELD |
| Cresset Asset Management, LLC | $1.6M | 383,786 | 0.01% | 22q | HELD |
| Balyasny Asset Management L.P. | $1.6M | 373,284 | 0.00% | 26q | +50.1%+$518.0K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $1.5M | 370,000 | 0.19% | 3q | +5.7%+$83.2K |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 421,040 | 0.00% | 31q | +30.9%+$348.9K |
| TUDOR INVESTMENT CORP ET AL | $1.4M incl. $208.0K options CALL | 293,989 | 0.00% | 4q | +36.1%+$379.6K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | 335,140 | 0.00% | 10q | +98.5%+$691.6K |
| Squarepoint Ops LLC | $1.4M | 325,582 | 0.00% | 9q | -68.5%-$2.9M |
| Kennondale Capital Management LLC | $1.3M | 318,188 | 0.88% | 5q | HELD |
| IEQ CAPITAL, LLC | $1.2M | 292,962 | 0.01% | 2q | +1425.5%+$1.1M |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.2M | 285,115 | 0.00% | 31q | +158.7%+$727.6K |
| Virtus Investment Advisers, LLC | $1.2M | 285,020 | 0.28% | 6q | -25.7%-$410.8K |
| Creative Planning | $1.2M | 281,710 | 0.00% | 12q | +37.1%+$316.8K |
| Tidal Investments LLC | $1.2M | 280,048 | 0.00% | 2q | +52.1%+$399.1K |
| Tema ETFs LLC | $1.2M | 280,048 | 0.04% | 2q | +52.1%+$399.1K |
| Quadrature Capital Ltd | $1.2M | 278,937 | 0.01% | 3q | +75.5%+$499.2K |
| ExodusPoint Capital Management, LP | $1.1M | 270,655 | 0.01% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.1M | 262,147 | 0.00% | 18q | -28.3%-$429.8K |
| Legal & General Group Plc | $1.1M | 259,485 | 0.00% | 31q | +17.9%+$163.6K |
| Walleye Capital LLC | $1.1M incl. $1.1M options CALL+PUT | 217 | 0.00% | 4q | -99.3%-$146.4M |
| Man Group plc | $1.1M | 252,959 | 0.00% | 4q | +246.1%+$748.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.0M | 246,479 | 0.00% | 2q | +30.1%+$237.4K |
| TD Asset Management Inc | $1.0M | 245,052 | 0.00% | 31q | -28.0%-$396.0K |
| MetLife Investment Management, LLC | $965.7K | 232,151 | 0.00% | 18q | +25.9%+$198.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $959.4K | 230,057 | 0.00% | 9q | +21.8%+$171.6K |
| Baird Financial Group, Inc. | $924.9K | 222,340 | 0.00% | 11q | +12.0%+$99.0K |
| Virtu Financial LLC | $921.0K | 221,500 | 0.03% | 2q | -22.5%-$267.5K |
| Vanguard Global Advisers, LLC | $900.2K | 216,401 | 0.00% | 2q | +61.7%+$343.5K |
| SG Americas Securities, LLC | $880.0K | 211,580 | 0.00% | 4q | +26.0%+$181.8K |
| STIFEL FINANCIAL CORP | $875.7K | 210,515 | 0.00% | 15q | -53.2%-$994.8K |
| PROFUND ADVISORS LLC | $849.5K | 204,214 | 0.02% | 14q | +4.9%+$39.3K |
| Parametrica Management Ltd | $814.9K | 195,878 | 0.64% | 21q | HELD |
| Russell Investments Group, Ltd. | $803.1K | 193,053 | 0.00% | 18q | +18.4%+$124.6K |
| Engineers Gate Manager LP | $790.5K | 190,035 | 0.01% | 3q | +76.5%+$342.5K |
Showing the largest 100 of 294 reported holders.
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 | 68 | $67.6M | 4,597,926 | 14 | 23 | 15 | 0.0% |
| Q2 2026 | 294 | $1.2B | 286,783,146 | 44 | 125 | 63 | 3.6% |
| Q1 2026 | 288 | $973.5M | 269,120,959 | 60 | 118 | 56 | 3.1% |
| Q4 2025 | 260 | $733.8M | 261,765,624 | 43 | 101 | 61 | 2.5% |
| Q3 2025 | 251 | $476.9M | 214,259,560 | 40 | 80 | 76 | 2.5% |
| Q2 2025 | 251 | $389.5M | 222,675,598 | 37 | 89 | 67 | 1.6% |
| Q1 2025 | 298 | $813.9M | 239,860,964 | 55 | 98 | 88 | 1.8% |
| Q4 2024 | 303 | $1.9B | 241,601,788 | 41 | 98 | 85 | 3.5% |
| Q3 2024 | 287 | $2.3B | 237,156,411 | 38 | 103 | 80 | 3.0% |
| Q2 2024 | 298 | $1.9B | 235,984,970 | 65 | 108 | 79 | 2.3% |
| Q1 2024 | 283 | $3.5B | 227,015,264 | 72 | 89 | 82 | 3.6% |
| Q4 2023 | 241 | $1.8B | 213,902,349 | 43 | 82 | 66 | 4.2% |
| Q3 2023 | 229 | $1.0B | 213,627,343 | 41 | 104 | 52 | 4.9% |
| Q2 2023 | 220 | $1.5B | 203,971,043 | 30 | 87 | 68 | 1.2% |
| Q1 2023 | 228 | $1.3B | 206,345,545 | 39 | 85 | 63 | 0.9% |
| Q4 2022 | 218 | $1.1B | 173,086,353 | 26 | 76 | 78 | 1.2% |
| Q3 2022 | 226 | $2.1B | 218,026,632 | 28 | 76 | 82 | 1.1% |
| Q2 2022 | 232 | $2.6B | 233,492,774 | 44 | 96 | 65 | 1.9% |
| Q1 2022 | 242 | $3.9B | 209,801,216 | 40 | 96 | 68 | 1.3% |
| Q4 2021 | 242 | $5.4B | 257,632,297 | 29 | 89 | 82 | 2.0% |
| Q3 2021 | 244 | $6.5B | 249,939,662 | 34 | 86 | 86 | 1.3% |
| Q2 2021 | 237 | $7.3B | 262,700,206 | 45 | 97 | 56 | 1.9% |
| Q1 2021 | 250 | $7.9B | 242,972,028 | 38 | 96 | 71 | 0.7% |
| Q4 2020 | 279 | $9.0B | 186,397,770 | 52 | 79 | 97 | 2.7% |
| Q3 2020 | 251 | $7.2B | 207,823,465 | 39 | 79 | 87 | 1.2% |
| Q2 2020 | 264 | $5.5B | 195,356,423 | 72 | 90 | 68 | 1.7% |
| Q1 2020 | 225 | $9.7B | 319,123,784 | 53 | 72 | 65 | 1.4% |
| Q4 2019 | 201 | $6.5B | 230,719,942 | 37 | 71 | 61 | 1.1% |
| Q3 2019 | 169 | $3.8B | 209,228,630 | 27 | 56 | 55 | 0.8% |
| Q2 2019 | 165 | $4.3B | 5,428,439,464 | 50 | 55 | 38 | 0.7% |
| Q1 2019 | 150 | $1.5B | 158,590,924 | 28 | 32 | 48 | 0.1% |
| Q4 2018 | 135 | $1.4B | 160,303,160 | 4 | 2 | 2 | 0.1% |