DaveManuel.com · Institutional Ownership · Who Owns It
REVOLUTION MEDICINES INC (RVMD)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
706
Reporting holders
$41.3B
Reported value
99.9%
Of shares outstanding
1.8%
Calls
0.9%
Puts
+179
Holder change
Institutions report 214,211,948 shares against 214,336,418 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
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. | $2.6B | 13,695,790 | 0.04% | 8q | +22.1%+$465.0M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $2.5B | 13,550,796 | 11.71% | 22q | HELD |
| FMR LLC | $2.3B | 12,200,422 | 0.10% | 26q | +44.1%+$699.7M |
| BAKER BROS. ADVISORS LP | $2.1B | 11,443,357 | 10.74% | 22q | +19.8%+$353.6M |
| Darwin Global Management, Ltd. | $2.0B | 10,629,822 | 54.45% | 2q | +380.8%+$1.6B |
| Jupiter Topco LLC | $2.0B | 10,736,145 | 0.82% | new | FIRST |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 9,088,661 | 0.04% | 2q | +8.7%+$136.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 8,294,855 | 0.07% | 2q | +10.6%+$148.4M |
| Nextech Invest Ltd. | $1.4B | 7,601,087 | 67.55% | 6q | HELD |
| Paradigm Biocapital Advisors LP | $1.2B | 6,361,323 | 22.31% | 10q | -4.4%-$55.1M |
| UBS Group AG | $1.0B incl. $1.3M options CALL | 5,448,364 | 0.13% | 23q | +24.2%+$199.1M |
| STATE STREET CORP | $917.1M | 4,897,051 | 0.03% | 26q | +11.2%+$92.6M |
| Capital World Investors | $750.7M | 4,008,244 | 0.09% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $736.8M | 3,942,676 | 0.04% | 26q | +18.1%+$113.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $719.8M | 3,843,415 | 0.12% | 26q | -36.2%-$409.1M |
| JPMORGAN CHASE & CO | $692.5M incl. $55.6M options CALL+PUT | 3,298,066 | 0.04% | 26q | +994.3%+$629.2M |
| BVF INC/IL | $555.3M | 2,965,160 | 14.20% | 26q | +3.8%+$20.3M |
| Alphabet Inc. | $551.8M | 2,946,619 | 0.56% | 11q | -10.5%-$64.8M |
| Casdin Capital, LLC | $482.7M | 2,577,333 | 24.16% | 26q | HELD |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $448.0M | 2,392,000 | 4.67% | 26q | +4.1%+$17.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $447.7M | 2,390,303 | 0.04% | 23q | -26.0%-$157.7M |
| Avoro Capital Advisors LLC | $430.2M | 2,297,000 | 3.86% | 3q | -2.0%-$8.9M |
| Caligan Partners LP | $414.6M incl. $47.2M options CALL | 1,961,795 | 19.50% | 6q | +18.7%+$65.3M |
| NORGES BANK | $404.1M | 2,157,479 | 0.04% | 20q | -12.1%-$55.8M |
| GOLDMAN SACHS GROUP INC | $399.5M | 2,133,101 | 0.03% | 26q | -2.4%-$9.8M |
| Nearwater Capital Markets, Ltd | $392.7M | 2,097,000 | 6.77% | 2q | +209.3%+$265.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $376.8M | 2,012,317 | 0.12% | new | NEW |
| Woodline Partners LP | $375.1M | 2,002,863 | 1.16% | 24q | -20.1%-$94.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $359.0M | 1,917,025 | 0.05% | 26q | +10.5%+$34.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $351.3M incl. $308.6M options CALL+PUT | 227,985 | 0.03% | 24q | +343.7%+$272.1M |
| Integral Health Asset Management, LLC | $337.1M incl. $56.2M options PUT | 1,500,000 | 13.32% | 14q | HELD |
| FRANKLIN RESOURCES INC | $278.7M | 1,488,394 | 0.06% | 5q | +31.3%+$66.5M |
| Holocene Advisors, LP | $254.6M | 1,359,269 | 0.57% | 14q | -44.9%-$207.8M |
| AQR CAPITAL MANAGEMENT LLC | $242.6M | 1,295,450 | 0.08% | 9q | +1009.2%+$220.7M |
| VANGUARD FIDUCIARY TRUST CO | $241.8M | 1,291,141 | 0.05% | 2q | +13.9%+$29.6M |
| CITADEL ADVISORS LLC | $227.1M incl. $116.6M options CALL+PUT | 589,906 | 0.03% | 26q | +47.5%+$73.1M |
| NORTHERN TRUST CORP | $209.2M | 1,117,110 | 0.02% | 26q | +17.1%+$30.5M |
| Rock Springs Capital Management LP | $207.0M | 1,105,210 | 10.10% | 14q | -8.6%-$19.5M |
| NATIONAL BANK OF CANADA /FI/ | $205.3M | 1,096,025 | 0.15% | 2q | -37.3%-$122.3M |
| Bellevue Group AG | $196.3M | 1,048,014 | 4.13% | 23q | -32.1%-$93.0M |
| AMERIPRISE FINANCIAL INC | $194.7M | 1,039,702 | 0.04% | 26q | -34.2%-$101.1M |
| Pictet Asset Management Holding SA | $190.8M | 1,014,894 | 0.18% | 10q | +82.0%+$86.0M |
| BANK OF AMERICA CORP /DE/ | $184.3M | 983,911 | 0.01% | 26q | +60.2%+$69.2M |
| a16z Capital Management, L.L.C. | $172.5M | 921,099 | 1.21% | 11q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $170.9M | 912,335 | 0.03% | 24q | +82.3%+$77.1M |
| Siren, L.L.C. | $168.6M | 900,000 | 3.41% | 8q | -19.0%-$39.5M |
| DEUTSCHE BANK AG\ | $166.3M | 888,019 | 0.05% | 26q | +90.7%+$79.1M |
| Caption Management, LLC | $164.2M CALL+PUT | options only | 0.77% | 5q | OPTIONS |
| MORGAN STANLEY | $157.0M | 838,249 | 0.01% | 26q | +18.8%+$24.8M |
| LORD, ABBETT & CO. LLC | $147.8M | 789,241 | 0.42% | 3q | +488.0%+$122.7M |
| DIMENSIONAL FUND ADVISORS LP | $143.1M | 763,434 | 0.03% | 20q | -9.6%-$15.2M |
| TWO SIGMA INVESTMENTS, LP | $138.2M | 737,697 | 0.10% | 4q | -52.7%-$153.8M |
| JANE STREET GROUP, LLC | $133.3M incl. $130.7M options CALL+PUT | 13,715 | 0.01% | 18q | -59.2%-$193.3M |
| Logos Global Management LP | $131.1M | 700,000 | 5.64% | 9q | -65.0%-$243.5M |
| Polar Capital Holdings Plc | $129.3M | 690,316 | 0.31% | 7q | -39.1%-$83.1M |
| Alyeska Investment Group, L.P. | $123.5M | 659,279 | 0.32% | 3q | -65.0%-$229.7M |
| Bank of New York Mellon Corp | $112.6M | 601,056 | 0.02% | 26q | -5.4%-$6.4M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $112.5M | 600,821 | 0.37% | 7q | -61.4%-$179.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $111.8M | 597,226 | 0.16% | 10q | -89.1%-$913.6M |
| T. Rowe Price Investment Management, Inc. | $108.5M | 579,382 | 0.07% | 6q | -12.7%-$15.9M |
| Invesco Ltd. | $108.3M | 578,287 | 0.01% | 23q | +47.2%+$34.7M |
| DAFNA Capital Management LLC | $105.4M | 562,630 | 20.09% | 23q | -3.1%-$3.4M |
| Candriam S.C.A. | $104.1M | 556,392 | 0.47% | 21q | -4.2%-$4.5M |
| BNP PARIBAS FINANCIAL MARKETS | $103.5M | 552,710 | 0.04% | 7q | +30.8%+$24.4M |
| MIC Capital Management UK LLP | $99.6M | 531,733 | 25.25% | 11q | -33.2%-$49.4M |
| PERCEPTIVE ADVISORS LLC | $98.8M | 527,600 | 1.48% | 2q | +104.0%+$50.4M |
| BOOTHBAY FUND MANAGEMENT, LLC | $97.6M incl. $10.4M options CALL | 465,787 | 1.28% | 6q | +6.2%+$5.7M |
| Boxer Capital Management, LLC | $93.6M | 500,000 | 7.05% | 7q | HELD |
| MPM BIOIMPACT LLC | $92.2M | 492,483 | 5.62% | 20q | -2.8%-$2.7M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | $89.7M | 479,080 | 4.91% | 2q | HELD |
| Nuveen, LLC | $89.0M | 475,231 | 0.02% | 6q | +39.5%+$25.2M |
| Swiss National Bank | $85.5M | 456,331 | 0.04% | 25q | +7.3%+$5.8M |
| Vestal Point Capital, LP | $84.3M | 450,000 | 1.97% | 5q | -81.1%-$360.5M |
| First Turn Management, LLC | $77.8M | 415,307 | 8.32% | 7q | -11.3%-$9.9M |
| Checkpoint Capital L.P. | $76.9M | 410,353 | 19.72% | 7q | +56.3%+$27.7M |
| Assenagon Asset Management S.A. | $75.1M | 400,972 | 0.05% | new | NEW |
| Duquesne Family Office LLC | $74.8M | 399,587 | 1.44% | 2q | +26.5%+$15.7M |
| Legal & General Group Plc | $71.4M | 381,366 | 0.01% | 26q | +11.8%+$7.5M |
| GENERAL ATLANTIC, L.P. | $67.0M | 357,791 | 2.31% | 4q | -49.4%-$65.5M |
| California Public Employees Retirement System | $65.5M | 349,929 | 0.04% | 8q | +24.1%+$12.7M |
| Mass General Brigham, Inc | $64.4M | 344,091 | 17.85% | 6q | HELD |
| TCG Crossover Management, LLC | $63.8M | 340,899 | 1.53% | 4q | -40.9%-$44.1M |
| IMC-Chicago, LLC | $62.2M CALL+PUT | options only | 0.01% | 4q | OPTIONS |
| Qube Research & Technologies Ltd | $58.9M | 314,365 | 0.05% | 2q | -43.2%-$44.7M |
| 1832 Asset Management L.P. | $57.9M | 309,200 | 0.03% | new | NEW |
| Sumitomo Mitsui Trust Group, Inc. | $57.4M | 306,300 | 0.03% | 3q | +13.0%+$6.6M |
| AIHC Capital Management Ltd | $56.8M | 303,133 | 54.46% | 3q | -63.4%-$98.5M |
| JENNISON ASSOCIATES LLC | $52.6M | 280,933 | 0.03% | 3q | -8.6%-$5.0M |
| Patient Square Capital LP | $51.7M | 276,000 | 8.01% | new | NEW |
| National Pension Service | $51.2M | 273,604 | 0.03% | new | NEW |
| Amundi | $50.5M | 269,701 | 0.01% | 3q | +94.6%+$24.6M |
| BAILLIE GIFFORD & CO | $49.3M | 263,466 | 0.04% | 3q | +40.8%+$14.3M |
| MILLENNIUM MANAGEMENT LLC | $49.3M incl. $8.8M options CALL+PUT | 216,208 | 0.02% | 23q | -42.7%-$36.7M |
| FRED ALGER MANAGEMENT, LLC | $48.6M | 259,468 | 0.16% | 9q | +1113.9%+$44.6M |
| Chicago Capital, LLC | $47.2M | 251,847 | 1.14% | new | NEW |
| Affinity Asset Advisors, LLC | $46.8M | 250,000 | 2.12% | 4q | +150.0%+$28.1M |
| CITIGROUP INC | $46.3M | 247,052 | 0.02% | 26q | +175.3%+$29.5M |
| Nicholas Investment Partners, LP | $45.8M | 244,594 | 2.58% | 9q | -6.3%-$3.1M |
| MARSHALL WACE, LLP | $45.8M | 244,544 | 0.04% | 12q | +12.9%+$5.2M |
| Seven Fleet Capital Management LP | $45.3M | 242,029 | 7.48% | 3q | +199.6%+$30.2M |
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 |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Capital Management | 5.1% |
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 | 2026-08-27 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | Kelsey Stephen Michael | See Remarks | Sold | 92,531 | $18.7M ×8 |
| 2026-08-21 | GOLDSMITH MARK A | See Remarks | Sold | 86,000 | $18.0M ×18 |
| 2026-08-21 | Cislini Jeff | General Counsel | Sold | 56,894 | $11.9M ×6 |
| 2026-08-31 | Kim Lorence H. | Director | Sold | 56,000 | $11.4M ×7 |
| 2026-06-15 | Horn Margaret A | Chief Operating Officer | Sold | 60,400 | $9.7M |
| 2026-06-17 | Horn Margaret A | Chief Operating Officer | Sold | 29,600 | $4.7M |
| 2026-09-08 | Kim Lorence H. | Director | Sold | 17,090 | $3.6M ×7 |
| 2026-06-24 | Anders Jack | Chief Financial Officer | Sold | 20,000 | $3.4M ×4 |
| 2026-09-10 | Mancini Anthony | See Remarks | Sold | 15,448 | $3.2M ×5 |
| 2026-09-16 | GOLDSMITH MARK A | See Remarks | Sold | 13,988 | $2.8M ×2 |
| 2026-09-22 | ANDERSON ELIZABETH M | Director | Sold | 10,143 | $2.0M ×5 |
| 2026-06-16 | GOLDSMITH MARK A | See Remarks | Sold | 10,020 | $1.6M |
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 | 212 | $856.1M | 4,178,406 | 50 | 83 | 33 | 0.0% |
| Q2 2026 | 706 | $41.3B | 214,211,948 | 239 | 241 | 150 | 2.7% |
| Q1 2026 | 527 | $19.9B | 198,654,402 | 168 | 159 | 129 | 4.2% |
| Q4 2025 | 392 | $16.3B | 200,647,709 | 90 | 133 | 101 | 1.7% |
| Q3 2025 | 326 | $9.2B | 194,356,889 | 64 | 109 | 89 | 1.9% |
| Q2 2025 | 313 | $7.1B | 190,818,124 | 59 | 108 | 89 | 0.9% |
| Q1 2025 | 287 | $6.9B | 192,783,019 | 44 | 90 | 82 | 0.5% |
| Q4 2024 | 286 | $8.5B | 193,061,576 | 45 | 123 | 56 | 1.1% |
| Q3 2024 | 258 | $8.0B | 174,788,445 | 53 | 88 | 66 | 0.7% |
| Q2 2024 | 224 | $6.7B | 172,726,336 | 40 | 80 | 61 | 0.3% |
| Q1 2024 | 212 | $5.4B | 165,971,447 | 48 | 54 | 63 | 0.3% |
| Q4 2023 | 192 | $4.8B | 166,036,866 | 48 | 80 | 36 | 0.6% |
| Q3 2023 | 173 | $3.2B | 112,454,456 | 46 | 57 | 37 | 1.3% |
| Q2 2023 | 141 | $3.0B | 111,960,439 | 14 | 55 | 40 | 0.3% |
| Q1 2023 | 149 | $2.4B | 108,844,119 | 34 | 77 | 29 | 0.2% |
| Q4 2022 | 134 | $2.1B | 88,222,959 | 21 | 44 | 46 | 0.2% |
| Q3 2022 | 131 | $2.2B | 109,442,896 | 20 | 68 | 21 | 0.2% |
| Q2 2022 | 125 | $1.9B | 97,092,008 | 20 | 37 | 36 | 0.1% |
| Q1 2022 | 119 | $2.4B | 94,591,670 | 17 | 36 | 33 | 0.2% |
| Q4 2021 | 113 | $2.7B | 107,260,146 | 15 | 32 | 27 | 0.2% |
| Q3 2021 | 110 | $2.9B | 106,153,669 | 11 | 37 | 29 | 0.1% |
| Q2 2021 | 128 | $3.4B | 106,796,604 | 22 | 61 | 18 | 0.1% |
| Q1 2021 | 126 | $4.3B | 94,898,369 | 28 | 52 | 22 | 0.2% |
| Q4 2020 | 117 | $2.9B | 73,307,470 | 37 | 35 | 22 | 0.0% |
| Q3 2020 | 88 | $2.4B | 68,364,393 | 24 | 36 | 11 | 0.0% |
| Q2 2020 | 74 | $1.6B | 52,183,965 | 19 | 23 | 16 | 0.0% |
| Q1 2020 | 73 | $1.9B | 88,873,912 | 72 | 0 | 0 | 0.0% |