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Institutional Ownership · SEC Form 13F

Who owns Harvard Bioscience, Inc. (HBIO)


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

36
Institutional holders
2M
Shares held (tracked funds)
3.5%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on HBIO is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 4 trimmed or exited — on balance reducing.

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

HBIO’s largest tracked holder by dollar value, AMH Equity Ltd, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in HBIO 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 2025-Q4 and 2026-Q1, across 36 tracked filers holding HBIO, 4 increased or opened the position and 63 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 HBIO between the 2025-Q4 and 2026-Q1 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 1

  • VANGUARD CAPITAL MANAGEMENT LLC$795K

Full exits 2

  • VANGUARD GROUP INC$1M
  • TWO SIGMA ADVISERS, LP$588K

Largest trims

  • WEBER CAPITAL MANAGEMENT LLC /ADV$582K
  • ACADIAN ASSET MANAGEMENT LLC$311K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
WEBER CAPITAL MANAGEMENT LLC /ADV trimmed320,037$2M9.5%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed179,614$873K5.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new163,313$795K4.9%2026-Q1
CORSAIR CAPITAL MANAGEMENT, L.P. trimmed124,810$608K3.7%2026-Q1
Meros Investment Management, LP trimmed118,522$577K3.5%2026-Q1
NANO CAP NEW MILLENNIUM GROWTH FUND L P trimmed117,500$572K3.5%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed114,117$556K3.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed101,427$494K3.0%2026-Q1
BlackRock, Inc. trimmed62,226$303K1.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed59,511$290K1.8%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed46,332$226K1.4%2026-Q1
Williams & Novak, LLC trimmed27,052$138K0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new27,730$135K0.8%2026-Q1
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed27,021$132K0.8%2026-Q1
JANE STREET GROUP, LLC trimmed23,830$116K0.7%2026-Q1
RBF Capital, LLC trimmed16,000$78K0.5%2026-Q1
STATE STREET CORP trimmed14,932$73K0.4%2026-Q1
Bank of New York Mellon Corp trimmed10,230$50K0.3%2026-Q1
UBS Group AG trimmed8,405$41K0.3%2026-Q1
CITIGROUP INC trimmed6,273$31K0.2%2026-Q1
JPMORGAN CHASE & CO added4,463$21K0.1%2026-Q1
FMR LLC trimmed3,274$16K0.1%2026-Q1
GROUP ONE TRADING LLC trimmed2,182$11K0.1%2026-Q1
MORGAN STANLEY trimmed1,628$8K0.0%2026-Q1
Vanguard Global Advisers, LLC new1,221$6K0.0%2026-Q1
Tower Research Capital LLC (TRC) trimmed1,152$6K0.0%2026-Q1
SBI Securities Co., Ltd. trimmed866$4K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed855$4K0.0%2026-Q1
Brown Shipley& Co Ltd trimmed478$2K0.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC trimmed228$1K0.0%2026-Q1
AMH Equity Ltd added4,047,535$2M10.9%2025-Q3 stale
VANGUARD GROUP INC added1,923,275$1M7.9%2025-Q4 stale
ROYCE & ASSOCIATES LP trimmed1,777,894$1M6.2%2025-Q1 stale
Harvey Partners, LLC trimmed2,050,000$899K5.5%2025-Q3 stale
HEARTLAND ADVISORS INC trimmed1,108,578$627K3.8%2025-Q1 stale
TWO SIGMA ADVISERS, LP added878,556$588K3.6%2025-Q4 stale
Portolan Capital Management, LLC added409,650$274K1.7%2025-Q4 stale
Granahan Investment Management, LLC trimmed603,519$265K1.6%2025-Q3 stale
Acuitas Investments, LLC491,092$215K1.3%2025-Q3 stale
BARD ASSOCIATES INC trimmed251,849$143K0.9%2025-Q1 stale
STRS OHIO206,700$117K0.7%2025-Q1 stale
Squarepoint Ops LLC added170,172$96K0.6%2025-Q1 stale
GSA CAPITAL PARTNERS LLP added168,444$95K0.6%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added139,869$94K0.6%2025-Q4 stale
Assenagon Asset Management S.A. trimmed139,218$93K0.6%2025-Q4 stale
Nuveen, LLC new139,999$79K0.5%2025-Q1 stale
PANAGORA ASSET MANAGEMENT INC trimmed120,381$68K0.4%2025-Q1 stale
NORTHERN TRUST CORP trimmed91,973$62K0.4%2025-Q4 stale
MARSHALL WACE, LLP added138,700$61K0.4%2025-Q2 stale
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed98,883$56K0.3%2025-Q1 stale
DEUTSCHE BANK AG\ added75,985$43K0.3%2025-Q1 stale
Virtu Financial LLC added59,508$40K0.2%2025-Q4 stale
GAMCO INVESTORS, INC. ET AL trimmed57,000$38K0.2%2025-Q4 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added58,947$33K0.2%2025-Q1 stale
GOLDMAN SACHS GROUP INC added49,751$33K0.2%2025-Q4 stale
Pasadena Private Wealth, LLC trimmed45,000$30K0.2%2025-Q4 stale
Legato Capital Management LLC added43,467$29K0.2%2025-Q4 stale
CITADEL ADVISORS LLC trimmed42,992$29K0.2%2025-Q4 stale
XTX Topco Ltd added39,349$26K0.2%2025-Q4 stale
GABELLI FUNDS LLC39,000$26K0.2%2025-Q4 stale
RHUMBLINE ADVISERS added41,396$23K0.1%2025-Q1 stale
INTECH INVESTMENT MANAGEMENT LLC added35,911$20K0.1%2025-Q1 stale
AQR CAPITAL MANAGEMENT LLC added45,706$20K0.1%2025-Q2 stale
Callan Family Office, LLC trimmed29,791$20K0.1%2025-Q4 stale
DIMENSIONAL FUND ADVISORS LP trimmed27,792$19K0.1%2025-Q4 stale
GREENWOOD CAPITAL ASSOCIATES LLC27,754$19K0.1%2025-Q4 stale
HRT FINANCIAL LP added41,464$18K0.1%2025-Q2 stale
Abel Hall, LLC trimmed25,283$17K0.1%2025-Q4 stale
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed25,586$14K0.1%2025-Q1 stale
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added25,324$14K0.1%2025-Q1 stale
SEI INVESTMENTS CO22,268$13K0.1%2025-Q1 stale
TWO SIGMA SECURITIES, LLC added17,549$12K0.1%2025-Q4 stale
Qube Research & Technologies Ltd trimmed17,029$11K0.1%2025-Q4 stale
Corebridge Financial, Inc. trimmed19,967$11K0.1%2025-Q1 stale
Vanguard Personalized Indexing Management, LLC new16,542$11K0.1%2025-Q4 stale
BRIGHTON JONES LLC trimmed25,007$11K0.1%2025-Q3 stale
SG Americas Securities, LLC added21,503$10K0.1%2025-Q2 stale
Point72 Asset Management, L.P. new14,717$10K0.1%2025-Q4 stale
BANK OF MONTREAL /CAN/ trimmed16,991$10K0.1%2025-Q1 stale
Invesco Ltd. trimmed16,899$10K0.1%2025-Q1 stale
NEW YORK STATE COMMON RETIREMENT FUND16,842$10K0.1%2025-Q1 stale
SIMPLEX TRADING, LLC added13,790$9K0.1%2025-Q4 stale
CERTUITY, LLC13,677$9K0.1%2025-Q4 stale
PRICE T ROWE ASSOCIATES INC /MD/12,624$8K0.0%2025-Q1 stale
Y-Intercept (Hong Kong) Ltd new16,940$8K0.0%2025-Q2 stale
GSK plc new11,151$7K0.0%2025-Q4 stale
Ethic Inc. trimmed10,942$7K0.0%2025-Q4 stale
Verition Fund Management LLC trimmed12,370$7K0.0%2025-Q1 stale
Balboa Wealth Partners trimmed10,000$7K0.0%2025-Q4 stale
Point72 Asia (Singapore) Pte. Ltd. trimmed14,697$6K0.0%2025-Q3 stale
Janney Montgomery Scott LLC11,075$6K0.0%2025-Q1 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC12,500$5K0.0%2025-Q3 stale
Police & Firemen's Retirement System of New Jersey8,194$5K0.0%2025-Q1 stale
Legal & General Group Plc3,788$2K0.0%2025-Q1 stale
Ameritas Investment Partners, Inc.3,230$2K0.0%2025-Q1 stale
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2,953$2K0.0%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new3,750$2K0.0%2025-Q2 stale
Johnson Financial Group, Inc. new2,000$1K0.0%2025-Q1 stale
AMALGAMATED BANK1,319$1K0.0%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed4$6510.0%2025-Q4 stale

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