VERTEX PHARMACEUTICALS INC (VRTX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
64
Reporting holders
$140.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,702
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | $29.6M | 56,545 | 1.52% | 14q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $27.1M | 51,753 | 1.54% | 21q | +0.8%+$221.7K |
| MassMutual Private Wealth & Trust, FSB | $14.8M | 28,349 | 0.39% | 32q | HELD |
| Galvin, Gaustad & Stein, LLC | $11.5M | 22,048 | 0.87% | 12q | -25.9%-$4.0M |
| SAPIENT CAPITAL LLC | $9.4M | 17,891 | 0.13% | 12q | -50.3%-$9.5M |
| Farther Finance Advisors, LLC | $5.0M | 9,471 | 0.03% | 16q | +92.4%+$2.4M |
| GAMMA Investing LLC | $4.0M | 7,569 | 0.13% | 12q | +9.4%+$340.3K |
| HALL LAURIE J TRUSTEE | $3.1M | 5,987 | 1.00% | 23q | HELD |
| Cooper Financial Group | $2.8M | 5,300 | 0.22% | 20q | +0.7%+$20.4K |
| Central Pacific Bank - Trust Division | $2.7M | 5,203 | 0.29% | 11q | +1.6%+$41.8K |
| Bangor Savings Bank | $2.3M | 4,317 | 0.17% | 22q | -3.4%-$80.0K |
| Valeo Financial Advisors, LLC | $2.0M | 3,732 | 0.04% | 20q | -1.5%-$28.8K |
| Wedmont Private Capital | $1.9M | 3,792 | 0.05% | 19q | +7.6%+$134.9K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.7M | 3,347 | 0.34% | 21q | +1.0%+$16.7K |
| Everhart Financial Group, Inc. | $1.4M | 2,646 | 0.09% | 18q | +3.1%+$41.8K |
| Wealth Science Advisors LLC | $1.4M | 2,645 | 0.58% | 4q | -3.1%-$44.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.4M | 2,615 | 0.11% | 32q | +5.3%+$68.5K |
| Legacy Wealth Asset Management, LLC | $1.3M | 2,553 | 0.29% | 17q | +70.7%+$552.6K |
| Avidian Wealth Enterprises, LLC | $1.1M | 2,080 | 0.03% | 11q | +15.0%+$141.7K |
| Athena Wealth Management, LLC | $1.1M | 2,046 | 0.77% | 2q | +30.5%+$249.9K |
| Breakwater Capital Group | $1.1M | 2,028 | 0.13% | 14q | +1.8%+$18.8K |
| Grove Bank & Trust | $1.0M | 1,948 | 0.10% | 16q | -22.9%-$301.7K |
| Biltmore Wealth Management, LLC | $978.2K | 1,871 | 0.30% | 3q | -5.8%-$60.1K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $954.1K | 1,825 | 0.68% | 4q | -24.3%-$306.9K |
| Worth Asset Management, LLC | $951.5K | 1,820 | 0.28% | new | NEW |
| CENTRAL BANK & TRUST CO | $920.7K | 1,761 | 0.13% | 2q | +245.3%+$654.0K |
| ACIMA PRIVATE WEALTH, LLC | $859.5K | 1,644 | 0.25% | 32q | -9.0%-$84.7K |
| Montecito Bank & Trust | $662.4K | 1,267 | 0.10% | 8q | +24.0%+$128.1K |
| Green Alpha Advisors, LLC | $616.9K | 1,180 | 0.42% | 4q | +113.8%+$328.3K |
| Versant Capital Management, Inc | $574.0K | 1,098 | 0.05% | 32q | +4.1%+$22.5K |
| Apella Capital, LLC | $568.8K | 1,125 | 0.01% | 2q | +86.6%+$263.9K |
| RIVERSEDGE ADVISORS, LLC | $554.7K | 1,061 | 0.07% | 2q | +6.8%+$35.6K |
| YHB Investment Advisors, Inc. | $427.1K | 817 | 0.03% | 8q | -2.9%-$12.5K |
| Venture Visionary Partners LLC | $414.6K | 793 | 0.01% | 15q | -19.8%-$102.5K |
| Financial Symmetry Inc | $397.5K | 760 | 0.13% | 12q | HELD |
| Nautilus Advisors LLC | $395.8K | 757 | 0.24% | 7q | -2.6%-$10.5K |
| GK Wealth Management LLC | $384.8K | 736 | 0.22% | 2q | -20.2%-$97.2K |
| Sound Income Strategies, LLC | $339.2K | 674 | 0.02% | 26q | +30.9%+$80.0K |
| Balefire, LLC | $329.9K | 631 | 0.05% | 4q | +31.7%+$79.5K |
| CoreCap Advisors, LLC | $323.1K | 618 | 0.01% | 13q | +39.8%+$92.0K |
| Heartwood Wealth Advisors LLC | $286.0K | 547 | 0.02% | 12q | +8.7%+$23.0K |
| Vilga Financial Planning LLC | $268.2K | 513 | 0.16% | 2q | HELD |
| Stonebridge Financial Group, LLC | $247.3K | 473 | 0.02% | 2q | +9.2%+$20.9K |
| PFW Advisors LLC | $229.0K | 438 | 0.07% | 4q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $223.2K | 427 | 0.02% | 2q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $213.8K | 409 | 0.00% | 32q | HELD |
| Coastline Trust Co | $212.8K | 407 | 0.02% | 12q | -24.2%-$68.0K |
| Gallagher Capital Advisors, LLC | $208.1K | 398 | 0.11% | new | NEW |
| EASTERN BANK | $159.5K | 305 | 0.00% | 9q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $156.8K | 300 | 0.02% | 28q | HELD |
| Rosenberg Matthew Hamilton | $96.2K | 184 | 0.02% | 27q | HELD |
| Wealth Enhancement Trust Services, Inc. | $85.7K | 164 | 0.01% | 4q | -75.4%-$262.5K |
| Mn Services Vermogensbeheer B.V. | $39.2K | 75,000 | 0.29% | 2q | +1.2% |
| ELEVATION WEALTH PARTNERS, LLC | $28.8K | 55 | 0.01% | 5q | HELD |
| Bullock Wealth Management Group | $25.3K | 50 | 0.01% | 11q | HELD |
| Planning Strategies Inc. | $24.6K | 47 | 0.01% | 2q | +4.4%+$1.0K |
| Marquette Asset Management, LLC | $23.5K | 45 | 0.00% | 5q | HELD |
| Trust Co | $19.9K | 38 | 0.00% | 18q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $14.6K | 28 | 0.01% | new | NEW |
| TOMPKINS FINANCIAL CORP | $12.5K | 24 | 0.00% | 2q | HELD |
| Davis Capital Management | $4.2K | 8 | 0.00% | 5q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $3.1K | 6 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $2.6K | 5 | 0.00% | 2q | +66.7%+$1.0K |
| Hickory Point Bank & Trust | $2.1K | 4 | 0.00% | 3q | HELD |
| Retirement Wealth Solutions LLC | $1.6K | 3 | 0.00% | new | NEW |
| CX Institutional | $987 | 1,888 | 0.03% | 18q | +2.7% |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-01 | 2026-08-27 | Directors or officers departed or appointed | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-12 | Bozic Carmen | EVP and CMO | Sold | 6,988 | $3.1M |
| 2026-06-15 | Bozic Carmen | EVP and CMO | Sold | 4,062 | $1.8M |
| 2026-05-29 | Bozic Carmen | EVP and CMO | Sold | 1,974 | $888.3K |
| 2026-07-02 | McKechnie Duncan | EVP, Chief Commercial Officer | Sold | 1,541 | $799.8K |
| 2026-07-02 | Tatsis Ourania | EVP, Chief Reg. & Quality Off. | Sold | 1,500 | $787.5K |
| 2026-06-05 | Bozic Carmen | EVP and CMO | Sold | 1,745 | $785.2K |
| 2026-05-15 | Bozic Carmen | EVP and CMO | Sold | 1,354 | $614.0K |
| 2026-06-18 | Bozic Carmen | EVP and CMO | Sold | 1,020 | $471.4K |
| 2026-05-01 | Liu Joy | EVP and Chief Legal Officer | Sold | 1,104 | $469.2K |
| 2026-07-01 | Liu Joy | EVP and Chief Legal Officer | Sold | 828 | $416.2K |
| 2026-06-01 | Liu Joy | EVP and Chief Legal Officer | Sold | 828 | $364.2K |
| 2026-06-26 | Bozic Carmen | EVP and CMO | Sold | 596 | $287.6K |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 64 | $140.6M | 269,181 | 4 | 26 | 15 | 0.0% |
| Q2 2026 | 1,766 | $129.7B | 257,867,210 | 175 | 685 | 570 | 1.4% |
| Q1 2026 | 1,697 | $109.3B | 241,372,356 | 127 | 631 | 574 | 1.4% |
| Q4 2025 | 1,682 | $111.5B | 242,692,976 | 173 | 583 | 527 | 1.4% |
| Q3 2025 | 1,528 | $95.0B | 239,117,030 | 130 | 525 | 582 | 1.5% |
| Q2 2025 | 1,577 | $109.4B | 242,376,990 | 100 | 574 | 571 | 1.4% |
| Q1 2025 | 1,624 | $118.1B | 240,718,983 | 185 | 604 | 545 | 1.2% |
| Q4 2024 | 1,572 | $96.8B | 236,664,244 | 106 | 519 | 577 | 1.5% |
| Q3 2024 | 1,554 | $114.0B | 241,607,313 | 104 | 580 | 541 | 1.5% |
| Q2 2024 | 1,558 | $114.6B | 241,173,532 | 155 | 620 | 492 | 1.4% |
| Q1 2024 | 1,495 | $104.7B | 247,057,740 | 157 | 572 | 478 | 1.5% |
| Q4 2023 | 1,446 | $101.2B | 243,980,647 | 148 | 527 | 456 | 1.9% |
| Q3 2023 | 1,284 | $83.5B | 236,140,050 | 74 | 485 | 419 | 1.6% |
| Q2 2023 | 1,283 | $84.2B | 237,319,265 | 122 | 451 | 454 | 1.0% |
| Q1 2023 | 1,211 | $81.0B | 255,681,998 | 98 | 430 | 439 | 1.0% |
| Q4 2022 | 1,220 | $69.1B | 236,514,747 | 131 | 416 | 403 | 1.2% |
| Q3 2022 | 1,131 | $69.9B | 238,121,401 | 107 | 409 | 385 | 1.3% |
| Q2 2022 | 1,113 | $67.0B | 234,512,936 | 125 | 340 | 427 | 1.4% |
| Q1 2022 | 1,078 | $62.5B | 234,272,943 | 148 | 394 | 364 | 2.3% |
| Q4 2021 | 1,033 | $52.1B | 230,535,615 | 140 | 332 | 351 | 2.9% |
| Q3 2021 | 936 | $42.9B | 230,902,578 | 89 | 333 | 335 | 2.4% |
| Q2 2021 | 979 | $48.3B | 232,693,588 | 108 | 383 | 320 | 3.0% |
| Q1 2021 | 998 | $52.1B | 236,202,473 | 135 | 410 | 294 | 2.6% |
| Q4 2020 | 970 | $58.0B | 240,325,954 | 113 | 374 | 303 | 1.3% |
| Q3 2020 | 949 | $66.6B | 242,791,277 | 81 | 380 | 306 | 0.8% |
| Q2 2020 | 966 | $71.5B | 244,260,789 | 161 | 391 | 266 | 0.9% |
| Q1 2020 | 863 | $59.6B | 248,231,294 | 130 | 318 | 268 | 1.0% |
| Q4 2019 | 816 | $55.1B | 248,092,218 | 113 | 254 | 253 | 1.4% |
| Q3 2019 | 713 | $42.6B | 248,418,992 | 59 | 268 | 226 | 1.3% |
| Q2 2019 | 721 | $46.1B | 247,452,048 | 66 | 262 | 233 | 1.7% |
| Q1 2019 | 746 | $45.9B | 246,853,826 | 83 | 278 | 215 | 1.2% |
| Q4 2018 | 714 | $41.8B | 247,159,031 | 9 | 12 | 13 | 2.0% |