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Institutional Ownership · SEC Form 13F

Who owns Biohaven (BHVN)


Which tracked institutional funds hold BHVN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BHVN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

281
Institutional holders
141M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BHVN is one-sided between 2026-Q1 and 2026-Q2: 125 added or opened and 26 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BHVN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BHVN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BHVN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 281 tracked filers holding BHVN, 155 increased or opened the position and 127 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BHVN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 16

  • Jupiter Topco LLC$128M
  • Rubric Capital Management LP$26M
  • Longaeva Partners L.P.$9M
  • Eversept Partners, LP$8M
  • Affinity Asset Advisors, LLC$4M
  • FEDERATED HERMES, INC.$3M

Full exits 17

  • JANUS HENDERSON GROUP PLC$148M
  • NORGES BANK$22M
  • ExodusPoint Capital Management, LP$13M
  • Sio Capital Management, LLC$10M
  • HRT FINANCIAL LP$7M
  • Kynam Capital Management, LP$6M

Largest adds

  • Woodline Partners LP$111M
  • BlackRock, Inc.$102M
  • MONTANOVA CAPITAL, LLC$66M
  • STIFEL FINANCIAL CORP$64M
  • STATE STREET CORP$47M
  • AQR CAPITAL MANAGEMENT LLC$45M

Largest trims

  • TCG Crossover Management, LLC$13M
  • MILLENNIUM MANAGEMENT LLC$6M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5M
  • DAFNA Capital Management LLC$5M
  • TWO SIGMA INVESTMENTS, LP$3M
  • SPHERA FUNDS MANAGEMENT LTD.$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added13,210,585$197M9.7%2026-Q2
MONTANOVA CAPITAL, LLC10,286,937$153M7.5%2026-Q2
STIFEL FINANCIAL CORP added9,941,165$148M7.3%2026-Q2
Jupiter Topco LLC new8,584,675$128M6.3%2026-Q2
Woodline Partners LP added7,660,280$114M5.6%2026-Q2
STATE STREET CORP added6,947,034$103M5.1%2026-Q2
INFINITUM ASSET MANAGEMENT, LLC6,250,000$93M4.6%2026-Q2
D. E. Shaw & Co., Inc. added4,190,195$62M3.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added4,150,616$62M3.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added3,323,190$49M2.4%2026-Q2
FMR LLC added2,964,630$44M2.2%2026-Q2
Royalty Pharma Sub-Manager, LLC2,936,507$44M2.1%2026-Q2
Cormorant Asset Management, LP added2,610,000$39M1.9%2026-Q2
GOLDMAN SACHS GROUP INC added2,583,046$38M1.9%2026-Q2
UBS Group AG added2,518,827$37M1.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added2,488,941$37M1.8%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed1,879,734$28M1.4%2026-Q2
TCG Crossover Management, LLC trimmed1,779,952$26M1.3%2026-Q2
Nuveen, LLC added1,744,334$26M1.3%2026-Q2
Rubric Capital Management LP new1,721,493$26M1.3%2026-Q2
CITADEL ADVISORS LLC added1,619,676$24M1.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,488,809$22M1.1%2026-Q2
BANK OF AMERICA CORP /DE/ added1,477,838$22M1.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,456,851$22M1.1%2026-Q2
ARS Investment Partners, LLC trimmed1,374,185$20M1.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed1,224,422$18M0.9%2026-Q2
Capital Research Global Investors trimmed1,199,545$18M0.9%2026-Q2
NORTHERN TRUST CORP added1,186,211$18M0.9%2026-Q2
MYDA Advisors LLC trimmed1,150,000$17M0.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,109,283$17M0.8%2026-Q2
STEMPOINT CAPITAL LP trimmed1,064,200$16M0.8%2026-Q2
Simplify Asset Management Inc. added1,040,255$15M0.8%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed1,000,000$15M0.7%2026-Q2
Qube Research & Technologies Ltd trimmed905,935$13M0.7%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed882,724$13M0.6%2026-Q2
MORGAN STANLEY trimmed841,351$13M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added828,779$12M0.6%2026-Q2
Ikarian Capital, LLC added748,181$11M0.5%2026-Q2
5AM Venture Management, LLC738,972$11M0.5%2026-Q2
Erste Asset Management GmbH added737,300$11M0.5%2026-Q2
Integral Health Asset Management, LLC trimmed700,000$10M0.5%2026-Q2
MARSHALL WACE, LLP added651,349$10M0.5%2026-Q2
Longaeva Partners L.P. added599,903$9M0.4%2026-Q2
Sarissa Capital Management LP added582,312$9M0.4%2026-Q2
Eversept Partners, LP added515,804$8M0.4%2026-Q2
Pfizer Inc505,645$8M0.4%2026-Q2
Trexquant Investment LP trimmed503,694$7M0.4%2026-Q2
ADAR1 Capital Management, LLC added501,687$7M0.4%2026-Q2
Burkehill Global Management, LP500,000$7M0.4%2026-Q2
Point72 Asset Management, L.P. added491,918$7M0.4%2026-Q2
IEQ CAPITAL, LLC added475,865$7M0.3%2026-Q2
JPMORGAN CHASE & CO trimmed469,832$7M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added465,895$7M0.3%2026-Q2
Fiera Capital Corp trimmed445,769$7M0.3%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed443,775$7M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed417,534$6M0.3%2026-Q2
Bank of New York Mellon Corp added386,939$6M0.3%2026-Q2
Aberdeen Group plc trimmed365,519$5M0.3%2026-Q2
QVT Financial LP added354,206$5M0.3%2026-Q2
QTR Family Wealth, LLC added337,432$5M0.2%2026-Q2
CITIGROUP INC added314,453$5M0.2%2026-Q2
Invesco Ltd. added309,068$5M0.2%2026-Q2
ALGERT GLOBAL LLC trimmed308,980$5M0.2%2026-Q2
ROYAL BANK OF CANADA added290,401$4M0.2%2026-Q2
Susquehanna Portfolio Strategies, LLC trimmed269,967$4M0.2%2026-Q2
AMERIPRISE FINANCIAL INC added268,227$4M0.2%2026-Q2
Affinity Asset Advisors, LLC new250,000$4M0.2%2026-Q2
Swiss National Bank trimmed249,000$4M0.2%2026-Q2
NewEdge Wealth, LLC trimmed245,670$4M0.2%2026-Q2
JANE STREET GROUP, LLC added238,403$4M0.2%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added230,684$3M0.2%2026-Q2
Mariner, LLC added212,539$3M0.2%2026-Q2
FEDERATED HERMES, INC. added202,040$3M0.1%2026-Q2
DEUTSCHE BANK AG\ added201,499$3M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed181,182$3M0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added180,651$3M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added172,876$1M0.1%2026-Q2
Quantinno Capital Management LP added170,749$3M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added170,270$3M0.1%2026-Q2
XTX Topco Ltd trimmed170,163$3M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed168,876$3M0.1%2026-Q2
RHUMBLINE ADVISERS added164,749$2M0.1%2026-Q2
SPHERA FUNDS MANAGEMENT LTD. trimmed164,437$2M0.1%2026-Q2
Cerity Partners LLC added161,910$2M0.1%2026-Q2
TD Asset Management Inc trimmed160,190$2M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed159,067$2M0.1%2026-Q2
Empowered Funds, LLC added152,060$2M0.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed150,752$2M0.1%2026-Q2
Caption Management, LLC added145,000$2M0.1%2026-Q2
DAFNA Capital Management LLC trimmed137,593$2M0.1%2026-Q2
BARCLAYS PLC added132,959$2M0.1%2026-Q2
DCF Advisers, LLC added130,000$2M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added125,152$2M0.1%2026-Q2
Creative Planning added118,599$2M0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added114,594$2M0.1%2026-Q2
Squarepoint Ops LLC trimmed109,161$2M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed105,374$2M0.1%2026-Q2
TORONTO DOMINION BANK added98,357$1M0.1%2026-Q2
Legal & General Group Plc trimmed94,255$1M0.1%2026-Q2
TUDOR INVESTMENT CORP ET AL added92,773$1M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership