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DaveManuel.com · Institutional Ownership · Who Owns It

TEVOGEN INC (TVGN)

Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.

30
Reporting holders
$607.7K
Reported value
1.6%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+1
Holder change

Institutions report 107,332 shares against 6,511,540 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

Download these holders as CSV

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$135.7K23,9760.00%2q-27.9%-$52.5K
MORGAN STANLEY$106.5K18,8090.00%2q+8.5%+$8.3K
AQR CAPITAL MANAGEMENT LLC$97.6K17,2370.00%newNEW
GOLDMAN SACHS GROUP INC$80.2K14,1630.00%newNEW
JANE STREET GROUP, LLC$63.3K11,1750.00%newNEW
FMR LLC$55.6K9,8260.00%2q-3.3%-$1.9K
Russell Investments Group, Ltd.$37.0K6,5320.00%2q+12.5%+$4.1K
Tower Research Capital LLC (TRC)$8.5K1,4940.00%2q+58.8%+$3.1K
UBS Group AG$6.1K1,0830.00%2q-69.6%-$14.1K
VANGUARD FIDUCIARY TRUST CO$4.7K8380.00%2q-38.7%-$3.0K
GAMMA Investing LLC$4.3K7620.00%2q+444.3%+$3.5K
JPMORGAN CHASE & CO$2.5K3930.00%2q-18.0%
Arax Advisory Partners$2.3K4010.00%newNEW
ROYAL BANK OF CANADA$1.0K1540.00%2q+27.3%
BNP PARIBAS FINANCIAL MARKETS$6851210.00%2q-57.1%
CITIGROUP INC$345610.00%2q+41.9%
Allworth Financial LP$283500.00%newNEW
NISA INVESTMENT ADVISORS, LLC$272480.00%newNEW
BARCLAYS PLC$187330.00%2q-86.7%-$1.2K
IFP Advisors, Inc$164290.00%newNEW
EverSource Wealth Advisors, LLC$124220.00%newNEW
Sterling Capital Management LLC$113200.00%2qHELD
Essential Partners LLC$96170.00%newNEW
WELLS FARGO & COMPANY/MN$79140.00%2q-95.5%-$1.7K
True Wealth Design, LLC$74130.00%newNEW
Farther Finance Advisors, LLC$69120.00%newNEW
Transamerica Financial Advisors, LLC$67120.00%2qHELD
ROTHSCHILD INVESTMENT LLC$3460.00%newNEW
SJS Investment Consulting Inc.$610.00%newNEW
FNY Investment Advisers, LLC$0300.00%newNEW

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.

FiledEvent dateWhatSource
2026-09-162026-09-14Directors or officers departed or appointedfiling
2026-08-262026-08-24Directors or officers departed or appointed Charter or bylaws amendedfiling

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20266$100450040.0%
Q2 202630$607.7K107,33214680.0%
Q1 202629$614.1K135,79526000.0%
Q4 202547$1.7M5,074,35872290.0%
Q3 202551$3.8M4,840,228316200.0%
Q2 202555$6.1M4,840,158923130.0%
Q1 202550$4.2M3,851,608819130.0%
Q4 202443$2.5M2,415,376141770.0%
Q3 202433$2.1M5,672,148101360.0%
Q2 202427$2.9M5,693,03822210.0%
Q1 20245$30.7M6,779,1625000.0%