PDS BIOTECHNOLOGY CORP (PDSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 7,692,005 shares against 55,971,338 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 |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 1,699,315 | 0.00% | 2q | +4.2%+$60.1K |
| Focus Partners Wealth | $565.8K | 642,177 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $565.8K | 642,177 | 0.00% | new | NEW |
| BlackRock, Inc. | $535.4K | 607,639 | 0.00% | 8q | +9.7%+$47.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $517.4K | 587,139 | 0.00% | 30q | -11.1%-$64.4K |
| VANGUARD FIDUCIARY TRUST CO | $314.6K | 357,144 | 0.00% | 2q | +16.2%+$43.9K |
| CITADEL ADVISORS LLC | $306.9K incl. $21.6K options CALL | 323,801 | 0.00% | 2q | HELD |
| Militia Capital Management LLC | $292.3K | 331,800 | 0.01% | new | NEW |
| Caption Management, LLC | $281.2K CALL | options only | 0.00% | 2q | OPTIONS |
| MORGAN STANLEY | $276.6K | 313,922 | 0.00% | 24q | +7904.1%+$273.1K |
| BLAIR WILLIAM & CO/IL | $264.3K | 300,000 | 0.00% | 10q | HELD |
| JANE STREET GROUP, LLC | $246.4K | 279,664 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $222.2K | 252,200 | 0.00% | 5q | +14.2%+$27.7K |
| INSPIRION WEALTH ADVISORS, LLC | $165.2K | 188,995 | 0.02% | 29q | +3.8%+$6.1K |
| SIMPLEX TRADING, LLC | $139.9K CALL | options only | 0.00% | 2q | OPTIONS |
| MARSHALL WACE, LLP | $129.5K | 147,171 | 0.00% | new | NEW |
| STATE STREET CORP | $117.5K | 133,333 | 0.00% | 21q | HELD |
| NORTHERN TRUST CORP | $111.5K | 126,502 | 0.00% | 26q | +16.2%+$15.5K |
| WELLS FARGO & COMPANY/MN | $96.0K | 109,000 | 0.00% | 22q | -1.4%-$1.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $81.9K | 92,997 | 0.00% | 20q | +2.4%+$1.9K |
| Iron Gate Global Advisors LLC | $62.0K | 70,406 | 0.01% | 4q | -6.2%-$4.1K |
| Bank of New York Mellon Corp | $60.3K | 68,491 | 0.00% | 26q | -1.2% |
| Tempus Wealth Planning, LLC | $54.5K | 61,800 | 0.01% | 9q | HELD |
| TWO SIGMA SECURITIES, LLC | $36.5K | 41,391 | 0.00% | 2q | +31.5%+$8.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $32.0K | 36,328 | 0.00% | 21q | +64.7%+$12.6K |
| RAYMOND JAMES FINANCIAL INC | $29.8K | 33,819 | 0.00% | 7q | +230.4%+$20.8K |
| XTX Topco Ltd | $29.2K | 33,098 | 0.00% | 4q | -8.6%-$2.7K |
| ACT CAPITAL MANAGEMENT, LLC | $26.4K | 30,000 | 0.02% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $26.4K | 30,000 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $24.4K | 27,664 | 0.00% | 4q | HELD |
| Federation des caisses Desjardins du Quebec | $17.4K | 19,800 | 0.00% | 11q | +33.8%+$4.4K |
| Vanguard Global Advisers, LLC | $11.1K | 12,546 | 0.00% | 2q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.6K | 12,000 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $10.5K | 11,900 | 0.00% | new | NEW |
| UBS Group AG | $9.8K | 11,121 | 0.00% | 14q | -80.1%-$39.5K |
| SG Americas Securities, LLC | $9.0K | 10,367 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $8.9K | 10,048 | 0.00% | new | NEW |
| DAVENPORT & Co LLC | $8.8K | 10,000 | 0.00% | 3q | HELD |
| GRANDFIELD & DODD, LLC | $8.8K | 10,000 | 0.00% | 5q | HELD |
| Tower Research Capital LLC (TRC) | $3.5K | 3,942 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $3.1K | 3,567 | 0.00% | 3q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.6K | 3,000 | 0.00% | 9q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.8K | 2,000 | 0.00% | 4q | HELD |
| Rialto Wealth Management, LLC | $671 | 761 | 0.00% | new | NEW |
| Truvestments Capital LLC | $577 | 655 | 0.00% | 8q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $571 | 648 | 0.00% | 13q | HELD |
| BARCLAYS PLC | $513 | 582 | 0.00% | new | NEW |
| Markowski Investments | $441 | 500 | 0.00% | new | FIRST |
| Basecamp Wealth Advisors LLC | $332 | 377 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $100 | 113 | 0.00% | 7q | -4.2% |
| JPMORGAN CHASE & CO | $17 | 19 | 0.00% | 13q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $5 | 5 | 0.00% | 2q | HELD |
| Caitong International Asset Management Co., Ltd | $1 | 1 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $0 | 80 | 0.00% | 2q | +6.7% |
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 |
|---|---|---|---|
| 2026-09-21 | 13D | Nant Capital, LLCwith 1 co-filers | 19.9% |
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 |
|---|---|---|---|
| 2026-10-20 | 2026-10-18 | Directors or officers departed or appointed | filing |
| 2026-09-14 | 2026-09-12 | Directors or officers departed or appointed Material agreement terminated | filing |
| 2026-09-08 | 2026-09-07 | Material agreement entered | filing |
| 2026-09-04 | 2026-08-31 | Material agreement entered | filing |
| 2026-08-25 | 2026-08-21 | Directors or officers departed or appointed Exit or disposal costs | filing |
| 2026-08-19 | 2026-08-13 | Directors or officers departed or appointed | filing |
| 2026-08-14 | 2026-08-10 | Charter or bylaws amended | 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 | 10 | $243.6K | 324,454 | 3 | 1 | 0 | 0.0% |
| Q2 2026 | 54 | $7.2M | 7,692,005 | 13 | 13 | 7 | 6.1% |
| Q1 2026 | 43 | $3.3M | 5,047,289 | 8 | 9 | 9 | 6.1% |
| Q4 2025 | 43 | $6.1M | 7,880,577 | 7 | 12 | 11 | 0.0% |
| Q3 2025 | 49 | $7.0M | 5,620,956 | 9 | 10 | 11 | 4.6% |
| Q2 2025 | 57 | $10.1M | 7,458,352 | 13 | 10 | 13 | 2.3% |
| Q1 2025 | 51 | $10.1M | 8,240,452 | 10 | 9 | 10 | 3.1% |
| Q4 2024 | 55 | $7.1M | 4,253,917 | 4 | 17 | 14 | 2.4% |
| Q3 2024 | 60 | $18.2M | 4,340,607 | 7 | 8 | 21 | 8.9% |
| Q2 2024 | 77 | $17.2M | 5,504,183 | 25 | 14 | 23 | 6.3% |
| Q1 2024 | 71 | $33.0M | 7,783,435 | 9 | 23 | 23 | 6.5% |
| Q4 2023 | 76 | $45.4M | 8,454,708 | 13 | 26 | 15 | 7.4% |
| Q3 2023 | 78 | $42.9M | 7,861,668 | 10 | 23 | 26 | 7.5% |
| Q2 2023 | 80 | $42.7M | 7,932,209 | 31 | 22 | 18 | 6.6% |
| Q1 2023 | 68 | $49.9M | 7,637,232 | 16 | 26 | 11 | 6.0% |
| Q4 2022 | 66 | $104.6M | 6,820,810 | 30 | 16 | 9 | 13.9% |
| Q3 2022 | 46 | $17.7M | 5,179,588 | 10 | 12 | 9 | 13.0% |
| Q2 2022 | 51 | $23.0M | 5,296,338 | 11 | 13 | 13 | 15.7% |
| Q1 2022 | 53 | $39.9M | 5,852,272 | 9 | 19 | 13 | 9.1% |
| Q4 2021 | 64 | $53.7M | 6,213,794 | 16 | 26 | 10 | 6.3% |
| Q3 2021 | 60 | $199.7M | 12,896,411 | 22 | 18 | 12 | 3.8% |
| Q2 2021 | 45 | $166.2M | 12,203,166 | 28 | 9 | 4 | 4.0% |
| Q1 2021 | 30 | $35.5M | 7,791,061 | 12 | 8 | 6 | 0.0% |
| Q4 2020 | 26 | $13.9M | 6,395,110 | 4 | 6 | 2 | 0.0% |
| Q3 2020 | 27 | $15.3M | 6,569,833 | 11 | 6 | 0 | 0.0% |
| Q2 2020 | 19 | $3.4M | 1,702,798 | 6 | 5 | 1 | 0.0% |
| Q1 2020 | 20 | $1.2M | 1,633,270 | 8 | 3 | 4 | 0.0% |
| Q4 2019 | 15 | $1.5M | 558,382 | 2 | 3 | 5 | 0.0% |
| Q3 2019 | 15 | $1.7M | 509,305 | 3 | 4 | 0 | 0.0% |
| Q2 2019 | 16 | $2.8M | 461,120 | 6 | 3 | 4 | 0.0% |
| Q1 2019 | 14 | $2.2M | 287,260 | 14 | 0 | 0 | 4.6% |