HolderBook

HALOZYME THERAPEUTICS INC (HALO)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

30
Reporting holders
$277.4M
Reported value
0.0%
Calls
0.0%
Puts
-646
Holder change

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
CONGRESS ASSET MANAGEMENT CO$251.9M2,281,6151.63%14q+85.6%+$116.2M
Artemis Investment Management LLP$12.0M108,2840.10%7qHELD
Monument Capital Management$3.1M28,5110.66%newNEW
Gradient Investments LLC$1.7M14,9520.02%2q-9.0%-$163.9K
JUNCTURE WEALTH STRATEGIES, LLC$1.3M11,6250.33%11q-2.0%-$26.5K
Farther Finance Advisors, LLC$1.2M11,0740.01%15q-1.5%-$18.4K
MRA Advisory Group$741.1K6,7130.28%newNEW
COLLECTIVE FAMILY OFFICE LLC$697.0K6,3130.14%4q-22.2%-$198.7K
GAMMA Investing LLC$606.4K5,4930.02%12q+22.4%+$111.1K
Whalen Wealth Management Inc.$582.3K5,2750.25%3q-31.4%-$266.1K
Legacy Wealth Asset Management, LLC$575.2K5,2100.13%7q+38.5%+$159.7K
ARGENT CAPITAL MANAGEMENT LLC$560.7K5,0790.02%10q-7.0%-$42.3K
TITLEIST ASSET MANAGEMENT, LLC$530.8K4,8080.03%11qHELD
Balefire, LLC$356.3K3,2270.06%2q+9.9%+$32.1K
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$332.1K3,0080.24%newNEW
Wedmont Private Capital$293.6K2,6730.01%newNEW
Whitaker-Myers Wealth Managers, LTD.$247.3K2,2400.04%newNEW
Pacific Wealth Management$241.1K2,1840.11%3q-59.6%-$355.2K
Versant Capital Management, Inc$188.1K1,7040.02%14q+0.6%+$1.2K
GK Wealth Management LLC$177.5K1,6080.10%newNEW
MassMutual Private Wealth & Trust, FSB$51.9K4700.00%20q-21.9%-$14.6K
CoreCap Advisors, LLC$33.5K3030.00%5q+98.0%+$16.6K
ARMSTRONG ADVISORY GROUP, INC$33.1K3000.00%9qHELD
AMERICAN NATIONAL BANK & TRUST$12.0K1090.00%5q-47.3%-$10.8K
Byrne Asset Management LLC$8.6K800.00%2qHELD
MJT & Associates Financial Advisory Group, Inc.$4.5K410.00%5qHELD
ELEVATION WEALTH PARTNERS, LLC$3.1K280.00%2qHELD
TOTH FINANCIAL ADVISORY CORP$2.8K250.00%5qHELD
Retirement Wealth Solutions LLC$2.5K230.00%5qHELD
Planning Strategies Inc.$66260.00%2q+100.0%
CX Institutional$3270.00%3qHELD

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
2026-09-302026-09-28Directors or officers departed or appointedfiling
2026-09-222026-09-22Material agreement enteredfiling

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
2026-10-07Torley HelenPRESIDENT AND CEOSold20,000$2.2M ×4
2026-10-06Torley HelenPRESIDENT AND CEOSold20,000$2.2M ×4
2026-10-08Torley HelenPRESIDENT AND CEOSold20,000$2.2M ×4
2026-09-09Torley HelenPRESIDENT AND CEOSold20,000$2.1M ×3
2026-09-11Torley HelenPRESIDENT AND CEOSold20,000$2.1M ×2
2026-09-10Torley HelenPRESIDENT AND CEOSold20,000$2.1M ×2
2026-08-19Torley HelenPRESIDENT AND CEOSold20,000$2.1M ×3
2026-08-18Torley HelenPRESIDENT AND CEOSold20,000$2.1M ×3
2026-08-17Torley HelenPRESIDENT AND CEOSold20,000$2.1M ×5
2026-09-16Posard Matthew L.DirectorSold18,996$2.0M ×4
2026-05-12Torley HelenPRESIDENT AND CEOSold20,000$1.4M ×5
2026-06-01Torley HelenPRESIDENT AND CEOSold20,000$1.4M ×3

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 202630$277.4M2,512,9816790.0%
Q2 2026676$10.4B131,816,6211042671950.7%
Q1 2026636$7.9B121,946,349842232060.5%
Q4 2025623$8.5B124,906,341762122100.7%
Q3 2025607$8.9B120,205,4151111812231.0%
Q2 2025554$6.1B116,894,863831772120.8%
Q1 2025553$7.8B121,514,684932061560.4%
Q4 2024514$5.9B122,782,935641731700.8%
Q3 2024512$7.4B128,245,803871691640.5%
Q2 2024465$6.6B125,417,557741521470.4%
Q1 2024420$5.3B129,937,686541521320.5%
Q4 2023416$4.8B129,130,578511381410.5%
Q3 2023393$4.7B123,238,402451291390.6%
Q2 2023372$4.5B123,307,932431281290.9%
Q1 2023390$4.8B125,524,544511351410.5%
Q4 2022427$7.4B129,212,36985991650.8%
Q3 2022357$5.3B132,476,860451251190.5%
Q2 2022369$5.7B128,333,408841221080.5%
Q1 2022318$5.1B128,386,189321001120.5%
Q4 2021326$5.3B129,753,068291161080.8%
Q3 2021327$5.3B130,077,17440129890.6%
Q2 2021319$5.9B129,737,593311151020.8%
Q1 2021338$5.6B132,354,421441161170.6%
Q4 2020343$5.9B136,558,54586971030.7%
Q3 2020275$3.6B134,111,8953284960.8%
Q2 2020270$3.7B135,693,8617085731.2%
Q1 2020214$2.4B131,516,0573351840.6%
Q4 2019227$2.3B129,709,3914172631.3%
Q3 2019213$2.0B129,592,9952960650.9%
Q2 2019205$2.2B123,812,0862877591.6%
Q1 2019204$2.0B121,464,5842462610.8%
Q4 2018195$1.8B122,667,3333240.9%