HolderBook

ATARA BIOTHERAPEUTICS INC (ATRA)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

37
Reporting holders
$51.7M
Reported value
44.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+2
Holder change

Institutions report 4,504,594 shares against 10,037,710 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
EcoR1 Capital, LLC$17.8M1,552,0000.87%9q+1458.3%+$16.7M
ADAGE CAPITAL PARTNERS GP, L.L.C.$9.8M850,0000.01%2q+21.4%+$1.7M
Point72 Asset Management, L.P.$7.9M687,7180.01%3q+254.0%+$5.7M
Redmile Group, LLC$5.1M441,7010.34%9qHELD
VANGUARD CAPITAL MANAGEMENT LLC$2.8M247,0470.00%2q+13.4%+$335.0K
MACKENZIE FINANCIAL CORP$2.7M233,2490.00%5q-25.6%-$922.7K
BlackRock, Inc.$969.5K84,4550.00%8q+6.9%+$62.4K
GEODE CAPITAL MANAGEMENT, LLC$862.9K75,1280.00%9q+13.6%+$103.2K
STATE STREET CORP$607.4K52,9060.00%9q+100.0%+$303.7K
STALEY CAPITAL ADVISERS INC$574.0K50,0000.02%9qHELD
VANGUARD FIDUCIARY TRUST CO$494.1K43,0360.00%2q+28.0%+$108.1K
ACADIAN ASSET MANAGEMENT LLC$444.0K38,8450.00%9q-70.3%-$1.1M
JANE STREET GROUP, LLC$348.4K30,3450.00%4q-10.4%-$40.5K
CITADEL ADVISORS LLC$233.2K20,3180.00%newNEW
NORTHERN TRUST CORP$190.5K16,5910.00%7q+34.4%+$48.8K
FMR LLC$186.4K16,2380.00%9qHELD
XTX Topco Ltd$175.7K15,3030.00%newNEW
BRIDGEWAY CAPITAL MANAGEMENT, LLC$160.7K14,0000.00%9q-57.2%-$214.6K
MILLENNIUM MANAGEMENT LLC$145.6K12,6800.00%2q-73.4%-$401.9K
MORGAN STANLEY$105.4K9,1780.00%9qHELD
ROYAL BANK OF CANADA$55.0K4,7430.00%7q+9.8%+$4.9K
UBS Group AG$45.7K3,9790.00%9q-92.1%-$529.1K
Vanguard Global Advisers, LLC$16.7K1,4560.00%2qHELD
SBI Securities Co., Ltd.$16.1K1,4040.00%7q-10.8%-$2.0K
JONES FINANCIAL COMPANIES LLLP$8.4K8030.00%7q+14.2%+$1.1K
Caitong International Asset Management Co., Ltd$3.6K3110.00%newNEW
BARCLAYS PLC$3.5K3040.00%newNEW
Banque Transatlantique SA$3.1K1760.00%7qHELD
WELLS FARGO & COMPANY/MN$2.9K2510.00%9q-50.0%-$2.9K
JPMORGAN CHASE & CO$2.4K2160.00%9qHELD
Raiffeisen Bank International AG$2.3Koptions only0.00%6qOPTIONS
CITIGROUP INC$1.1K970.00%2q+9600.0%+$1.1K
BNP PARIBAS FINANCIAL MARKETS$528460.00%9q-20.7%
PlanVest Financial, Inc$321280.00%2qHELD
KERR FINANCIAL PLANNING Corp$276240.00%4q-50.0%
OSAIC HOLDINGS, INC.$114100.00%8qHELD
Rockefeller Capital Management L.P.$9280.00%4qHELD

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 →

FiledFormFiler % of class
2026-08-1413G/APoint72 Asset Management, L.P.with 2 co-filers7.6%
2026-07-2413D/ARedmile Group, LLCwith 3 co-filers9.9%

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

DateInsiderRoleSideSharesValue
2026-09-04Cherry Brian NDirectorBought104,166$1,000.0K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-05-07EcoR1 Capital, LLC10% ownerBought507,407$4.7M
2026-05-07Panacea Innovation Ltd10% ownerSold313,446$3.2M

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
Q2 202637$51.7M4,504,594412100.0%
Q1 202635$12.1M2,564,53441130.0%
Q4 202542$37.1M2,049,70371290.0%
Q3 202538$27.0M1,883,3918980.0%
Q2 202532$13.9M1,804,8004550.0%
Q1 202537$12.4M2,086,79458130.0%
Q4 202443$31.8M2,390,349811100.0%
Q3 202434$19.6M2,415,90531380.0%
Q2 202449$24.4M2,833,22047021.4%
Q1 202482$60.7M87,326,7221625260.1%
Q4 202391$35.3M68,718,0131829290.1%
Q3 2023109$132.5M88,218,3331238401.4%
Q2 2023116$148.0M90,460,1702235421.5%
Q1 2023124$303.1M102,819,7961052361.6%
Q4 2022139$324.4M97,338,8891546511.6%
Q3 2022150$378.4M99,976,2203758290.1%
Q2 2022136$780.3M99,817,3992144390.3%
Q1 2022143$911.2M97,890,7472251430.2%
Q4 2021140$1.5B95,554,2311050420.1%
Q3 2021140$1.6B89,721,0711551450.1%
Q2 2021146$1.3B86,007,1851547530.1%
Q1 2021151$1.2B86,651,2902060430.1%
Q4 2020150$1.7B86,703,2442659430.2%
Q3 2020141$1.1B83,806,6783054350.2%
Q2 2020126$1.1B77,786,6103260210.2%
Q1 2020112$536.6M62,962,6122248210.2%
Q4 2019118$1.0B61,995,5641845290.3%
Q3 2019115$837.5M59,029,7102260160.5%
Q2 2019118$1.0B50,454,1322452220.8%
Q1 2019123$2.0B48,865,4061649400.5%
Q4 2018125$1.7B48,752,1232310.4%