DaveManuel.com · Institutional Ownership · Who Owns It
INVIVYD INC (IVVD)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
127
Reporting holders
$204.5M
Reported value
79.0%
Of shares outstanding
0.3%
Calls
0.2%
Puts
-15
Holder change
Institutions report 232,950,529 shares against 294,758,746 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 |
|---|---|---|---|---|---|
| Jupiter Topco LLC | $30.0M | 34,173,104 | 0.01% | new | FIRST |
| BVF INC/IL | $24.6M | 28,165,000 | 0.63% | 3q | +44.3%+$7.5M |
| MAVERICK CAPITAL LTD | $16.6M | 18,970,913 | 0.15% | 14q | HELD |
| PERCEPTIVE ADVISORS LLC | $16.1M | 18,490,636 | 0.24% | 3q | -11.4%-$2.1M |
| BlackRock, Inc. | $14.1M | 16,134,885 | 0.00% | 8q | +276.8%+$10.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.2M | 10,496,507 | 0.00% | 2q | +4.2%+$368.1K |
| M28 Capital Management LP | $8.1M | 9,248,250 | 17.11% | 19q | HELD |
| Saturn V Capital Management LP | $7.3M | 8,392,288 | 1.05% | 3q | -23.4%-$2.2M |
| Soleus Capital Management, L.P. | $6.7M | 7,708,727 | 0.23% | 3q | HELD |
| Point72 Asset Management, L.P. | $6.6M | 7,542,061 | 0.01% | 4q | +17068.0%+$6.5M |
| MORGAN STANLEY | $5.0M | 5,730,948 | 0.00% | 20q | +69.1%+$2.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $4.7M | 5,418,774 | 0.00% | 20q | +119.5%+$2.6M |
| Siren, L.L.C. | $4.4M | 5,000,000 | 0.09% | 3q | +25.0%+$872.4K |
| Driehaus Capital Management LLC | $4.2M | 4,806,543 | 0.02% | 4q | -43.0%-$3.2M |
| ADAR1 Capital Management, LLC | $3.3M | 3,807,427 | 0.15% | 4q | HELD |
| CITADEL ADVISORS LLC | $3.3M incl. $161.9K options CALL+PUT | 3,580,941 | 0.00% | 4q | +125.3%+$1.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $3.2M | 3,661,480 | 0.00% | 3q | HELD |
| STATE STREET CORP | $3.0M | 3,457,428 | 0.00% | 20q | -50.1%-$3.0M |
| Qube Research & Technologies Ltd | $2.9M | 3,320,238 | 0.00% | 3q | +23.6%+$552.3K |
| Ikarian Capital, LLC | $2.3M | 2,656,570 | 0.25% | 4q | HELD |
| Redmile Group, LLC | $2.3M | 2,597,759 | 0.15% | 20q | -1.9%-$44.4K |
| 683 Capital Management, LLC | $2.2M | 2,482,543 | 0.11% | 19q | -1.3%-$28.3K |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 2,333,474 | 0.00% | 11q | +18.5%+$317.4K |
| Eversept Partners, LP | $2.0M | 2,237,015 | 0.10% | 4q | -1.7%-$34.3K |
| Ensign Peak Advisors, Inc | $1.5M | 1,721,276 | 0.00% | 2q | -14.8%-$259.9K |
| NORTHERN TRUST CORP | $1.4M | 1,610,353 | 0.00% | 20q | +250.0%+$1.0M |
| Boxer Capital Management, LLC | $1.3M | 1,500,000 | 0.10% | 3q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 1,459,012 | 0.00% | 2q | +10.6%+$122.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 1,417,732 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $1.1M | 1,205,599 | 0.00% | 5q | -65.7%-$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $920.1K incl. $522.7K options CALL+PUT | 455,539 | 0.00% | 12q | -76.1%-$2.9M |
| RENAISSANCE TECHNOLOGIES LLC | $868.3K | 995,334 | 0.00% | 3q | +17.6%+$130.0K |
| GOLDMAN SACHS GROUP INC | $853.7K | 978,552 | 0.00% | 19q | -62.5%-$1.4M |
| CANTOR FITZGERALD, L. P. | $785.4K | 900,230 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $688.0K | 790,749 | 0.00% | 10q | +35.1%+$178.7K |
| BOOTHBAY FUND MANAGEMENT, LLC | $675.8K | 774,635 | 0.01% | 4q | HELD |
| GSA CAPITAL PARTNERS LLP | $578.0K | 662,065 | 0.04% | 7q | +102.2%+$292.1K |
| UBS Group AG | $481.6K | 552,260 | 0.00% | 19q | -10.2%-$54.4K |
| Bank of New York Mellon Corp | $451.8K | 517,920 | 0.00% | 3q | +1805.2%+$428.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $409.8K | 469,717 | 0.00% | 3q | +298.0%+$306.8K |
| Invesco Ltd. | $396.5K | 454,530 | 0.00% | 9q | +19.5%+$64.7K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $374.1K | 428,847 | 0.01% | 3q | HELD |
| Virtus Investment Advisers, LLC | $370.7K | 424,933 | 0.09% | 3q | +261.5%+$268.2K |
| BANK OF AMERICA CORP /DE/ | $311.2K | 356,920 | 0.00% | 20q | -62.9%-$528.0K |
| Birchview Capital, LP | $298.6K | 342,275 | 0.14% | new | NEW |
| Nuveen, LLC | $244.6K | 280,333 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $201.9K | 231,475 | 0.00% | 5q | -71.8%-$513.4K |
| MML INVESTORS SERVICES, LLC | $178.3K | 204,436 | 0.00% | 2q | -7.9%-$15.3K |
| JANE STREET GROUP, LLC | $154.2K CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $154.0K | 176,526 | 0.00% | 20q | +70510.4%+$153.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $151.0K | 172,695 | 0.00% | new | NEW |
| Verdad Advisers, LP | $150.4K | 172,376 | 0.14% | 2q | +31.3%+$35.9K |
| ALLIANCEBERNSTEIN L.P. | $150.0K | 115,400 | 0.00% | new | NEW |
| FMR LLC | $144.5K | 165,609 | 0.00% | 20q | +17.2%+$21.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $141.3K | 161,989 | 0.00% | 2q | +33.2%+$35.2K |
| RHUMBLINE ADVISERS | $137.4K | 157,594 | 0.00% | new | NEW |
| Jain Global LLC | $135.4K | 155,251 | 0.00% | 3q | +23.5%+$25.7K |
| MetLife Investment Management, LLC | $116.7K | 133,800 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $116.6K CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| Miller Financial Services LLC | $116.0K | 133,000 | 0.09% | 6q | +26.7%+$24.4K |
| JPMORGAN CHASE & CO | $103.1K | 109,261 | 0.00% | 20q | +407.4%+$82.8K |
| CITIGROUP INC | $98.3K | 112,675 | 0.00% | 20q | +2.5%+$2.4K |
| SIMON QUICK ADVISORS, LLC | $93.0K | 106,555 | 0.00% | new | NEW |
| Knott David M Jr | $87.2K | 100,000 | 0.05% | 4q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $86.5K | 99,200 | 0.00% | 4q | HELD |
| Voleon Capital Management LP | $84.8K | 97,214 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $84.6K | 96,921 | 0.00% | 3q | +354.9%+$66.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $84.2K | 96,507 | 0.00% | 6q | HELD |
| EMERALD ADVISERS, LLC | $78.5K | 89,938 | 0.00% | 3q | HELD |
| BARCLAYS PLC | $71.5K | 81,960 | 0.00% | 11q | -35.3%-$39.1K |
| a16z Perennial Management, L.P. | $69.7K | 79,869 | 0.01% | 11q | HELD |
| XTX Topco Ltd | $63.3K | 72,531 | 0.00% | 6q | -50.1%-$63.5K |
| China Universal Asset Management Co., Ltd. | $63.2K | 72,487 | 0.00% | 3q | +4.8%+$2.9K |
| Vanguard Global Advisers, LLC | $60.4K | 69,264 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $54.2K | 62,079 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $53.0K | 60,800 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $51.7K | 59,213 | 0.00% | new | NEW |
| Rangeley Capital, LLC | $51.5K | 59,000 | 0.05% | 2q | +31.1%+$12.2K |
| Scientech Research LLC | $46.1K | 52,893 | 0.04% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $36.7K | 42,078 | 0.00% | 7q | +61.6%+$14.0K |
| GROUP ONE TRADING LLC | $35.8K incl. $34.9K options CALL+PUT | 1,052 | 0.00% | 6q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $35.4K | 40,606 | 0.00% | new | NEW |
| ProShare Advisors LLC | $32.5K | 37,220 | 0.00% | 3q | +200.3%+$21.7K |
| PRUDENTIAL FINANCIAL INC | $28.7K | 32,850 | 0.00% | new | NEW |
| Abel Hall, LLC | $26.8K | 30,772 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $25.0K | 28,765 | 0.00% | new | NEW |
| Massar Capital Management, LP | $24.7K | 28,273 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $23.6K | 27,058 | 0.00% | 4q | +5.3%+$1.2K |
| Tower Research Capital LLC (TRC) | $20.4K | 23,402 | 0.00% | 20q | -41.4%-$14.4K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $20.1K | 23,094 | 0.00% | 6q | HELD |
| ArchPoint Investors | $20.1K | 23,000 | 0.00% | new | NEW |
| Cetera Investment Advisers | $20.1K | 23,000 | 0.00% | 2q | +76.9%+$8.7K |
| Vanguard Personalized Indexing Management, LLC | $18.9K | 21,662 | 0.00% | 6q | -44.9%-$15.4K |
| ROYAL BANK OF CANADA | $18.0K | 20,830 | 0.00% | 4q | +798.6%+$16.0K |
| US BANCORP \DE\ | $17.9K | 20,500 | 0.00% | 2q | HELD |
| Legal & General Group Plc | $17.8K | 20,435 | 0.00% | new | NEW |
| XPONANCE LLC | $17.5K | 20,034 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $16.7K | 19,102 | 0.00% | new | NEW |
| Wealthspire Advisors, LLC | $15.3K | 17,595 | 0.00% | 2q | HELD |
| Quantinno Capital Management LP | $14.7K | 16,904 | 0.00% | new | NEW |
Showing the largest 100 of 127 reported holders.
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 |
|---|---|---|---|
| 2026-09-01 | 2026-08-30 | Directors or officers departed or appointed | 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 | 21 | $404.3K | 468,237 | 7 | 7 | 4 | 0.0% |
| Q2 2026 | 127 | $204.5M | 232,950,529 | 33 | 38 | 26 | 0.5% |
| Q1 2026 | 142 | $298.1M | 228,338,075 | 39 | 38 | 24 | 0.5% |
| Q4 2025 | 119 | $597.8M | 240,166,384 | 47 | 27 | 17 | 0.7% |
| Q3 2025 | 79 | $164.4M | 148,814,784 | 29 | 19 | 17 | 0.4% |
| Q2 2025 | 68 | $43.3M | 60,449,936 | 15 | 13 | 25 | 0.3% |
| Q1 2025 | 81 | $42.8M | 70,403,188 | 22 | 19 | 26 | 0.4% |
| Q4 2024 | 75 | $34.1M | 76,860,071 | 12 | 21 | 20 | 0.0% |
| Q3 2024 | 76 | $73.0M | 71,589,858 | 15 | 18 | 22 | 0.0% |
| Q2 2024 | 82 | $84.5M | 76,058,440 | 22 | 28 | 18 | 1.0% |
| Q1 2024 | 87 | $326.0M | 72,531,479 | 31 | 25 | 17 | 1.3% |
| Q4 2023 | 62 | $220.7M | 55,808,479 | 14 | 16 | 16 | 0.4% |
| Q3 2023 | 56 | $90.9M | 53,480,242 | 9 | 11 | 19 | 0.0% |
| Q2 2023 | 57 | $58.7M | 55,874,540 | 11 | 14 | 20 | 0.1% |
| Q1 2023 | 71 | $88.8M | 73,905,274 | 7 | 23 | 21 | 0.2% |
| Q4 2022 | 82 | $89.9M | 59,782,613 | 17 | 21 | 19 | 0.2% |
| Q3 2022 | 71 | $209.0M | 66,581,370 | 11 | 21 | 21 | 0.3% |
| Q2 2022 | 73 | $209.0M | 63,303,864 | 19 | 15 | 23 | 0.7% |
| Q1 2022 | 72 | $302.3M | 64,713,791 | 18 | 29 | 15 | 1.2% |
| Q4 2021 | 78 | $493.5M | 68,222,362 | 34 | 20 | 13 | 0.4% |
| Q3 2021 | 66 | $2.4B | 58,607,166 | 66 | 0 | 0 | 0.0% |