HolderBook

REGENERON PHARMACEUTICALS (REGN)

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

51
Reporting holders
$148.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,294
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
JIA INVESTMENT ALLIANCE PTE. LTD.$51.0M67,3004.39%11qHELD
ATWOOD & PALMER INC$32.2M42,4541.65%25qHELD
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI$15.0M19,8100.99%32q-0.6%-$89.5K
NORTH POINT PORTFOLIO MANAGERS CORP/OH$12.2M16,1102.05%32q-1.8%-$222.2K
MassMutual Private Wealth & Trust, FSB$7.0M9,2120.18%23q-3.8%-$276.0K
Insight Wealth Strategies, LLC$6.5M8,6170.65%5q-1.3%-$88.7K
Veracity Capital LLC$4.2M5,5101.12%28q-0.8%-$34.9K
Central Pacific Bank - Trust Division$2.0M2,6870.21%11q+90.3%+$966.8K
CENTRAL BANK & TRUST CO$1.8M2,3370.25%26q-0.8%-$15.2K
GAMMA Investing LLC$1.7M2,3060.06%12q+11.6%+$181.2K
Grove Bank & Trust$1.3M1,7080.13%16q-14.8%-$224.4K
Oak Grove Capital LLC$1.3M1,7050.06%10qHELD
Farther Finance Advisors, LLC$1.2M1,5340.01%16q+42.7%+$348.1K
BAKER TILLY WEALTH MANAGEMENT, LLC$1.1M1,4610.22%24q+3.6%+$38.7K
Wedmont Private Capital$1.0M1,4000.02%20q+6.9%+$66.6K
Valeo Financial Advisors, LLC$967.0K1,2750.02%16q-1.1%-$10.6K
MOODY NATIONAL BANK TRUST DIVISION$961.5K1,2680.08%8qHELD
Athena Wealth Management, LLC$842.7K1,1110.61%4q+8.4%+$65.2K
Bangor Savings Bank$649.8K8570.05%17qHELD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$611.2K8050.44%4q-25.3%-$206.5K
RIVERSEDGE ADVISORS, LLC$582.4K7680.07%4q+96.9%+$286.6K
Cooper Financial Group$519.9K6860.04%10q-1.3%-$6.8K
Everhart Financial Group, Inc.$482.3K6360.03%5q+17.3%+$71.3K
Sound Income Strategies, LLC$446.0K6030.02%newNEW
YHB Investment Advisors, Inc.$430.7K5680.03%29qHELD
Versant Capital Management, Inc$404.9K5340.03%32q+55.2%+$144.1K
Avidian Wealth Enterprises, LLC$323.5K4270.01%newNEW
LifeGoal Investments, LLC$292.7K3860.09%newNEW
Private Capital Advisors, Inc.$265.4K3500.02%4qHELD
Apella Capital, LLC$244.2K3290.00%newNEW
GK Wealth Management LLC$230.5K3040.13%2q-9.8%-$25.0K
TrueWealth Advisors, LLC$227.5K3000.05%newNEW
CoreCap Advisors, LLC$188.9K2490.01%17q-21.0%-$50.1K
EASTERN BANK$56.9K750.00%9q+31.6%+$13.6K
Hickory Point Bank & Trust$46.3K610.03%3qHELD
Rosenberg Matthew Hamilton$45.5K600.01%20qHELD
ARMSTRONG ADVISORY GROUP, INC$25.8K340.00%16q+466.7%+$21.2K
Mn Services Vermogensbeheer B.V.$23.3K30,7130.17%25q+1.3%
GoalVest Advisory LLC$20.5K270.00%4qHELD
TOTH FINANCIAL ADVISORY CORP$16.7K220.00%3q+10.0%+$1.5K
Byrne Asset Management LLC$16.2K220.01%20qHELD
AMERICAN NATIONAL BANK & TRUST$15.2K200.00%7qHELD
Pacifica Partners Inc.$14.7K200.00%8qHELD
ELEVATION WEALTH PARTNERS, LLC$12.9K170.00%5q+6.2%
Marquette Asset Management, LLC$11.4K150.00%5q+7.1%
GILPIN WEALTH MANAGEMENT, LLC$11.4K150.01%newNEW
TOMPKINS FINANCIAL CORP$9.9K130.00%2qHELD
JACOBS & CO/CA$7.5K9,9410.65%27q-4.2%
Roxbury Financial LLC$6.9K90.01%6qHELD
Wealth Enhancement Trust Services, Inc.$5.3K70.00%4q-95.4%-$110.7K
Planning Strategies Inc.$4.5K60.00%2qHELD
Retirement Wealth Solutions LLC$3.8K50.00%newNEW
Davis Capital Management$1.5K20.00%5qHELD
CX Institutional$3805010.01%16q+30.1%

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
2026-10-062026-10-01Material agreement enteredfiling
2026-09-302026-09-24Directors or officers departed or appointedfiling

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
2026-08-10Zoghbi Huda YDirectorSold800$640.0K
2026-08-10Guarini KathrynDirectorSold400$320.0K
2026-07-02RYAN ARTHUR FDirectorSold200$130.0K

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 202651$148.6M196,037714130.0%
Q2 20261,345$64.6B99,609,1061144605133.7%
Q1 20261,403$72.0B90,636,9181105344253.0%
Q4 20251,398$74.4B91,991,5021924734434.5%
Q3 20251,251$53.9B91,246,0991614683964.9%
Q2 20251,207$49.4B89,733,0911184234604.5%
Q1 20251,297$61.1B93,301,7571235074293.2%
Q4 20241,325$69.1B93,625,278864574833.4%
Q3 20241,398$108.7B100,474,6351205114283.1%
Q2 20241,342$110.6B102,606,6521145093942.5%
Q1 20241,316$102.1B103,338,0201314494292.6%
Q4 20231,278$91.1B99,869,5731024203993.6%
Q3 20231,188$78.2B91,257,024963684143.9%
Q2 20231,174$69.3B92,038,211773794274.5%
Q1 20231,205$87.9B102,126,1251244184074.6%
Q4 20221,165$69.8B92,948,3221193204274.1%
Q3 20221,091$66.9B93,272,6371093473904.0%
Q2 20221,068$56.8B93,183,747863504023.0%
Q1 20221,103$66.4B92,568,0481253723832.7%
Q4 20211,084$60.6B90,806,641993992995.4%
Q3 20211,021$57.0B90,035,8441293743094.6%
Q2 2021978$52.0B89,130,9931483442764.4%
Q1 2021923$44.7B89,636,4961253702845.1%
Q4 2020905$47.9B91,280,779943632596.8%
Q3 2020911$53.5B92,208,901923512973.5%
Q2 2020941$60.2B93,060,9911953702403.6%
Q1 2020825$39.1B76,126,3962022642495.1%
Q4 2019706$29.9B75,254,7051031892425.6%
Q3 2019632$21.7B74,423,291552352084.9%
Q2 2019661$25.0B74,568,536642272476.8%
Q1 2019716$31.7B74,035,9811003001844.1%
Q4 2018678$29.5B74,431,48761775.9%