IVVD · Company research
Invivyd, Inc. Common Stock (IVVD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 428847 | 374126 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97214 | 84809 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20500 | 17884 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59213 | 51657 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9583 | 8538 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2529 | 2899 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 469717 | 409781 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165607 | 144476 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12147 | 10597 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1459012 | 1272258 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 455539 | 397412 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Virtus Investment Advisers, LLC | 19481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 424933 | 370712 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54462 | 47513 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23402 | 20416 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62079 | 54158 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Rangeley Capital, LLC | 1517796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59000 | 51472 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115400 | 150020 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 335147 | 292382 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134100 | 116989 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verdad Advisers, LP | 1812822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172376 | 150381 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 774635 | 675792 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1040665 | 907876 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Chicago Partners Investment Group LLC | 1563525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12683 | 7726 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122700 | 106994 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14235 | 12000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34900 | 30447 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23000 | 20065 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69264 | 60398 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| M28 Capital Management LP | 1807489 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9248250 | 8068173 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165 | 144 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Soleus Capital Management, L.P. | 1802630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7708727 | 6725093 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16904 | 14747 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11621 | 10138 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 426 | 371 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EMERALD ADVISERS, LLC | 1015083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89938 | 78462 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1245862 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23094 | 20147 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330 | 288 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19102 | 16665 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 670 | 585 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ArchPoint Investors | 1483472 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23000 | 20065 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 662065 | 578 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ADAR1 Capital Management, LLC | 1940272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3807427 | 3321599 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87259 | 82346 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42078 | 36709 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Siren, L.L.C. | 2005245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000000 | 4362000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27058 | 23605 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4242 | 3701 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Eversept Partners, LP | 1697013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2237015 | 1951572 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20034 | 17478 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Redmile Group, LLC | 1425738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2597759 | 2266285 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Boxer Capital Management, LLC | 2018299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500000 | 1308600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 496 | 433 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1205599 | 1051765 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 683 Capital Management, LLC | 1404574 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2482543 | 2165770 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16822 | 14675 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Scientech Research LLC | 2011556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52893 | 46144 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15144 | 13212 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217313 | 189497 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRUDENTIAL FINANCIAL INC | 1137774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32850 | 28658 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 345014 | 300990 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40606 | 35425 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NAPLES GLOBAL ADVISORS, LLC | 1582151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 8724 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1577349 | 1376079 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60800 | 53042 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161989 | 141320 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176276 | 153783 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 790749 | 687952 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Miller Financial Services LLC | 2022893 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133000 | 116029 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Knott David M Jr | 1892770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 87240 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3457428 | 3016260 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ikarian Capital, LLC | 1778253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2656570 | 2317592 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 15 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15180 | 13243 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37220 | 32471 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2333474 | 2035723 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1046 | 913 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1721276 | 1501641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3320238 | 2896576 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Massar Capital Management, LP | 2037238 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28273 | 24665 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.