HolderBook

BIOVIE INC (BIVI)

Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.

37
Reporting holders
$3.1M
Reported value
21.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+6
Holder change

Institutions report 1,581,701 shares against 7,542,638 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
MORGAN STANLEY$1.2M605,4710.00%4q+704.9%+$1.0M
Diametric Capital, LP$497.9K256,6360.05%4q-30.6%-$219.9K
CITADEL ADVISORS LLC$372.3K191,9040.00%4q+323.7%+$284.4K
RENAISSANCE TECHNOLOGIES LLC$248.2K127,9180.00%4q+88.3%+$116.4K
VANGUARD CAPITAL MANAGEMENT LLC$137.6K70,9060.00%2q-15.7%-$25.5K
GEODE CAPITAL MANAGEMENT, LLC$137.3K70,7520.00%4q-16.0%-$26.1K
PHILADELPHIA TRUST CO$97.0K50,0100.01%4q-33.3%-$48.5K
VANGUARD FIDUCIARY TRUST CO$72.9K37,5570.00%2qHELD
JANE STREET GROUP, LLC$69.6K35,8600.00%3q+57.3%+$25.4K
PRELUDE CAPITAL MANAGEMENT, LLC$63.2K32,5830.00%4q-64.6%-$115.4K
Cambridge Investment Research Advisors, Inc.$54.0K27,6320.00%newNEW
NORTHERN TRUST CORP$42.3K21,8200.00%3q+53.8%+$14.8K
Persistent Asset Partners Ltd$29.1K14,9960.01%newNEW
XTX Topco Ltd$27.6K14,2280.00%3q-33.0%-$13.6K
Caprock Group, LLC$21.9K11,3000.00%newNEW
Allworth Financial LP$10.9K5,6000.00%4qHELD
UBS Group AG$4.2K2,1750.00%4q+36150.0%+$4.2K
Tower Research Capital LLC (TRC)$4.0K2,0640.00%3q-72.6%-$10.6K
PNC Financial Services Group, Inc.$1.9K1,0000.00%4qHELD
SBI Securities Co., Ltd.$1.7K8670.00%5q+275.3%+$1.2K
Integrated Wealth Concepts LLC$166860.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$116600.00%newNEW
Caitong International Asset Management Co., Ltd$27140.00%2q+366.7%
Tradewinds Capital Management, LLC$20100.00%4qHELD
WELLS FARGO & COMPANY/MN$19100.00%4q-81.5%
NewEdge Advisors, LLC$19100.00%newNEW
OSAIC HOLDINGS, INC.$1580.00%4q-85.7%
Financial Perspectives, Inc$1260.00%4qHELD
JPMORGAN CHASE & CO$1050.00%4qHELD
FIFTH THIRD BANCORP$840.00%newNEW
HARBOUR INVESTMENTS, INC.$630.00%4qHELD
GILL CAPITAL PARTNERS, LLC$420.00%2qHELD
FMR LLC$210.00%newNEW
DANSKE BANK A/S$210.00%4qHELD
ALBION FINANCIAL GROUP /UT$210.00%4qHELD
BNP PARIBAS FINANCIAL MARKETS$210.00%4q-50.0%
ROYAL BANK OF CANADA$02000.00%newNEW

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
2026-09-0313GJANE STREET GROUP, LLCwith 2 co-filers5.2%
2026-08-1913GAlta Partners LLC8.4%
2026-08-0713GMorgan Stanleywith 1 co-filers8.0%
2026-08-0713G/AMorgan Stanleywith 1 co-filers11.9%

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
2026-09-142026-09-11Material agreement enteredfiling

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$3.1M1,581,70198100.0%
Q1 202631$1.4M1,030,7604830.0%
Q4 202535$1.3M1,159,31775100.0%
Q3 202532$2.3M1,197,52331030.0%
Q2 202538$1.0M1,110,3798890.0%
Q1 202537$968.2K989,19961080.0%
Q4 202443$1.5M756,20520960.9%
Q3 202427$195.3K162,76526000.0%
Q2 202451$1.8M4,481,046107171.7%
Q1 202451$3.9M6,757,545816137.2%
Q4 202356$3.7M1,923,722924834.0%
Q3 202357$9.4M1,744,16611161536.4%
Q2 202354$9.2M1,923,7651721510.4%
Q1 202349$14.1M1,606,912211578.0%
Q4 202238$9.5M1,222,392241010.0%
Q3 202217$1.2M480,1995330.0%
Q2 202213$1.6M1,099,4642420.0%
Q1 202214$7.1M1,512,2573240.0%
Q4 202114$7.5M1,664,3243700.0%
Q3 202113$10.0M1,488,7725430.0%
Q2 202111$4.9M286,2475420.0%
Q1 202111$4.6M239,4215060.0%
Q4 20208$2.6M153,3373010.0%
Q3 20202$66.0K6,8002000.0%
Q3 20191$7.0K100,0000000.0%
Q2 20191$11.0K100,0000000.0%
Q1 20191$8.0K100,0000000.0%
Q4 20181$3.0K100,0000000.0%