HolderBook

TEVOGEN BIO HLDGS INC (TVGN)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

32
Reporting holders
$611.9K
Reported value
1.7%
Of shares outstanding
0.0%
Held as options
+3
Holder change

Institutions report 108,075 shares against 6,511,540 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.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$135.7K23,9760.00%2q-27.9%-$52.5K
MORGAN STANLEY$106.5K18,8090.00%2q+8.5%+$8.3K
AQR CAPITAL MANAGEMENT LLC$97.6K17,2370.00%newNEW
GOLDMAN SACHS GROUP INC$80.2K14,1630.00%newNEW
JANE STREET GROUP, LLC$63.3K11,1750.00%newNEW
FMR LLC$55.6K9,8260.00%2q-3.3%-$1.9K
Russell Investments Group, Ltd.$37.0K6,5320.00%2q+12.5%+$4.1K
Tower Research Capital LLC (TRC)$8.5K1,4940.00%2q+58.8%+$3.1K
UBS Group AG$6.1K1,0830.00%2q-69.6%-$14.1K
VANGUARD FIDUCIARY TRUST CO$4.7K8380.00%2q-38.7%-$3.0K
GAMMA Investing LLC$4.3K7620.00%2q+444.3%+$3.5K
MERCER GLOBAL ADVISORS INC /ADV$3.2K5720.00%newNEW
JPMORGAN CHASE & CO$2.5K3930.00%2q-18.0%
Arax Advisory Partners$2.3K4010.00%newNEW
ROYAL BANK OF CANADA$1.0K1540.00%2q+27.3%
Integrated Wealth Concepts LLC$9681710.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$6851210.00%2q-57.1%
CITIGROUP INC$345610.00%2q+41.9%
Allworth Financial LP$283500.00%newNEW
NISA INVESTMENT ADVISORS, LLC$272480.00%newNEW
BARCLAYS PLC$187330.00%2q-86.7%-$1.2K
IFP Advisors, Inc$164290.00%newNEW
EverSource Wealth Advisors, LLC$124220.00%newNEW
Sterling Capital Management LLC$113200.00%2qHELD
Essential Partners LLC$96170.00%newNEW
WELLS FARGO & COMPANY/MN$79140.00%2q-97.7%-$3.4K
True Wealth Design, LLC$74130.00%newNEW
Farther Finance Advisors, LLC$69120.00%newNEW
Transamerica Financial Advisors, LLC$67120.00%2qHELD
ROTHSCHILD INVESTMENT LLC$3460.00%newNEW
SJS Investment Consulting Inc.$610.00%newNEW
FNY Investment Advisers, LLC$0300.00%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
2026-07-1413D/ASaadi Ryan H. INDIVIDUAL59.7%

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 202632$611.9K108,07516680.0%
Q1 202629$615.5K136,10626000.0%
Q4 202544$1.6M4,982,15962190.0%
Q3 202547$3.8M4,804,856215200.0%
Q2 202550$6.0M4,797,992622130.0%
Q1 202548$4.2M3,850,116818130.0%
Q4 202440$2.5M2,397,746111770.0%
Q3 202433$2.1M5,672,148101360.0%
Q2 202426$2.9M5,692,28121210.0%
Q1 20244$30.6M6,766,8844000.0%