HolderBook

LONGEVERON INC (LGVN)

Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.

39
Reporting holders
$3.4M
Reported value
0.0%
Calls
0.0%
Puts
+9
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
MILLENNIUM MANAGEMENT LLC$951.8K1,353,8810.00%2q+203.1%+$637.7K
Logos Global Management LP$904.8K1,287,0000.04%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$408.7K581,3050.00%2q+7.2%+$27.6K
BlackRock, Inc.$157.6K224,1700.00%8qHELD
GEODE CAPITAL MANAGEMENT, LLC$143.2K203,7610.00%9qHELD
JANE STREET GROUP, LLC$133.8K190,3700.00%2q+2.5%+$3.3K
VANGUARD FIDUCIARY TRUST CO$98.5K140,1270.00%2q+261.9%+$71.3K
Mariner, LLC$88.6K126,0000.00%newNEW
ADAR1 Capital Management, LLC$76.2K108,4060.00%2q-45.8%-$64.4K
Beacon Pointe Advisors, LLC$70.3K100,0000.00%2qHELD
STATE STREET CORP$63.8K90,7600.00%8q+100.0%+$31.9K
Virtu Financial LLC$41.0K58,5830.00%newNEW
TWO SIGMA SECURITIES, LLC$39.3K55,9730.00%newNEW
NORTHERN TRUST CORP$30.4K43,2990.00%7q+118.9%+$16.5K
SCOTIA CAPITAL INC.$21.1K30,0000.00%newNEW
Capital Investment Advisory Services, LLC$18.6K26,5250.00%9qHELD
COMMONWEALTH EQUITY SERVICES, LLC$17.7K25,1550.00%7qHELD
Hamilton Point Investment Advisors, LLC$15.8K22,4460.00%4qHELD
MONETA GROUP INVESTMENT ADVISORS LLC$15.0K21,3000.00%4qHELD
XTX Topco Ltd$14.5K20,5580.00%newNEW
ANCHYRA PARTNERS LLC$14.1K20,0000.00%newNEW
RENAISSANCE TECHNOLOGIES LLC$13.9K19,8270.00%newNEW
Accelerate Investment Advisors LLC$10.0K14,2500.01%newNEW
Valeo Financial Advisors, LLC$7.6K10,8670.00%newNEW
Cambridge Financial Group, LLC$7.4K10,5000.00%2qHELD
Tower Research Capital LLC (TRC)$5.9K8,4240.00%newNEW
MCGUIRE CAPITAL ADVISORS INC$2.8K4,0000.00%2qHELD
Steward Partners Investment Advisory, LLC$1.7K2,3800.00%6qHELD
OSAIC HOLDINGS, INC.$1.4K2,0000.00%8qHELD
JONES FINANCIAL COMPANIES LLLP$9301,3000.00%3q+333.3%
Allied Private Wealth LLC$9131,4200.00%newFIRST
Cornerstone Planning Group LLC$7051,1250.00%4qHELD
WELLS FARGO & COMPANY/MN$7031,0000.00%newNEW
BARCLAYS PLC$5878350.00%newNEW
MORGAN STANLEY$4786800.00%10qHELD
Allworth Financial LP$921300.00%5qHELD
Aventura Private Wealth, LLC$55780.00%4qHELD
SBI Securities Co., Ltd.$42600.00%7qHELD
UBS Group AG$450.00%10q-100.0%-$11.9K

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
2026-08-1313G/AMitchell P. Kopinwith 2 co-filers9.0%
2026-08-1013GIntegrated Core Strategies (US) LLCwith 3 co-filers5.2%

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 202639$3.4M4,808,50013720.0%
Q1 202630$2.4M2,279,0259330.0%
Q4 202529$520.6K1,023,4306350.0%
Q3 202528$783.1K1,044,7919320.0%
Q2 202524$868.1K667,5065420.0%
Q1 202521$790.6K509,8493550.0%
Q4 202424$844.4K487,7328520.0%
Q3 202418$512.3K263,8035510.0%
Q2 202420$534.1K331,26212430.0%
Q1 202411$162.2K49,91111000.0%
Q4 202320$3.4M2,518,2654810.0%
Q3 202318$1.4M585,3664240.0%
Q2 202320$3.0M876,6797520.0%
Q1 202315$1.1M423,5290520.0%
Q4 202217$1.4M448,0495140.0%
Q3 202215$1.6M443,8904310.0%
Q2 202213$2.2M378,1236320.0%
Q1 202213$9.6M694,7745320.0%
Q4 202117$5.8M477,22111220.0%
Q3 202112$1.1M302,2585500.0%
Q2 202111$3.0M363,7505400.0%
Q1 20219$561.0K85,1459000.0%