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Invivyd Inc (IVVD)

CUSIP: 00534A102 | NYSE | Healthcare · Biotechnology | Small Cap | 335 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABVF Inc
with BVF GP Holdings LLC, Biotechnology Value Fund L P, BVF I GP LLC, +4 more
29,571,82610.0%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/APerceptive Advisors LLC18,490,6366.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/AAdimab, LLC20,262,1707.3%−192,320Dec 23, 2025No 13F filer matched
13D/ATerrance McGuire
with Polaris Venture Management Co. V, L.L.C., Jonathan Flint, Polaris Venture Partners V, L.P., +7 more
7,008,5903.0%Newly reportedAug 22, 2025No 13F filer matched
13G/ABVF Inc29,571,826
10.0% of class · Jun 30, 2026New 5%+ stake
with BVF GP Holdings LLC, Biotechnology Value Fund L P, BVF I GP LLC, +4 more
No 13F filer matched
13G/APerceptive Advisors LLC18,490,636
6.3% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13D/AAdimab, LLC20,262,170
7.3% of class · Dec 23, 2025−192,320
No 13F filer matched
13D/ATerrance McGuire7,008,590
3.0% of class · Aug 22, 2025Newly reported
with Polaris Venture Management Co. V, L.L.C., Jonathan Flint, Polaris Venture Partners V, L.P., +7 more
No 13F filer matched

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC161,989
0.0% of portfolio›$141.0K
Simon Quick Advisors, LLC138,255
0.0% of portfolio›$120.3K
Miller Financial Services LLC130,000
0.1% of portfolio›$113.1K
China Universal Asset Management Co., Ltd.69,782
0.0% of portfolio›$59.3K
Simplex Trading, LLC64,910
0.0% of portfolio›$56.5K
ProShare Advisors LLC37,752
0.0% of portfolio›$32.8K
Creative Planning22,568
0.0% of portfolio›$19.6K
Xponance LLC19,687
0.0% of portfolio›$17.1K
Citigroup Inc18,251
0.0% of portfolio›$15.9K
Parallel Advisors, LLC17,496
0.0% of portfolio›$15.2K
Abel Hall, LLC15,752
0.0% of portfolio›$13.7K
CIBC Asset Management Inc15,180
0.0% of portfolio›$13.2K
Mirae Asset Global Investments Co., Ltd.15,063
0.0% of portfolio›$13.1K
Principal Financial Group Inc11,555
0.0% of portfolio›$10.1K
Cambridge Investment Research Advisors, Inc.11,250
0.0% of portfolio›$10
Sigma Planning Corp11,000
0.0% of portfolio›$9.6K
Wealth Enhancement Advisory Services, LLC10,076
0.0% of portfolio›$7.1K
Courier Capital LLC10,000
0.0% of portfolio›$8.7K
Caitong International Asset Management Co., Ltd7,107
0.0% of portfolio›$6.2K
GF Fund Management Co. Ltd.5,905
0.0% of portfolio›$5.1K
State of Wyoming4,827
0.0% of portfolio›$4.2K
Sterling Capital Management LLC4,357
0.0% of portfolio›$3.8K
SJS Investment Consulting Inc.2,497
0.0% of portfolio›$2.2K
Gamma Investing LLC1,476
0.0% of portfolio›$1.3K
SBI Securities Co., Ltd.1,446
0.0% of portfolio›$1.3K
Farther Finance Advisors, LLC1,428
0.0% of portfolio›$1.2K
Nisa Investment Advisors, LLC889
0.0% of portfolio›$774
EverSource Wealth Advisors, LLC319
0.0% of portfolio›$277
Root Financial Partners, LLC248
0.0% of portfolio›$216
Essential Partners LLC222
0.0% of portfolio›$193
IFP Advisors, Inc155
0.0% of portfolio›$135
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
161,989$141.0K0.0%ETFLowWaltham, MA2026-11-02
Simon Quick Advisors, LLC
138,255$120.3K0.0%ETFLowMorristown, NJ2026-10-26
Miller Financial Services LLC
130,000$113.1K0.1%CoreLowMarshall, MI2026-10-20
China Universal Asset Management Co., Ltd.
69,782$59.3K0.0%GrowthMediumShanghai, France2026-10-28
Simplex Trading, LLC
64,910$56.5K0.0%CoreVery HighChicago, IL2026-11-04
ProShare Advisors LLC
37,752$32.8K0.0%GrowthLowBethesda, MD2026-10-29
Creative Planning
22,568$19.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Xponance LLC
19,687$17.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Citigroup Inc
18,251$15.9K0.0%CoreMediumNew York, NY2026-11-04
Parallel Advisors, LLC
17,496$15.2K0.0%IndexLowSan Francisco, CA2026-11-03
Abel Hall, LLC
15,752$13.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
CIBC Asset Management Inc
15,180$13.2K0.0%GARPLowToronto, South Africa2026-11-05
Mirae Asset Global Investments Co., Ltd.
15,063$13.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Principal Financial Group Inc
11,555$10.1K0.0%CoreLowDes Moines, IA2026-11-02
Cambridge Investment Research Advisors, Inc.
11,250$100.0%ETFLowFairfield, IA2026-11-02
Sigma Planning Corp
11,000$9.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wealth Enhancement Advisory Services, LLC
10,076$7.1K0.0%CoreLowPlymouth, MN2026-10-13
Courier Capital LLC
10,000$8.7K0.0%ETFLowBuffalo, NY2026-10-19
Caitong International Asset Management Co., Ltd
7,107$6.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
GF Fund Management Co. Ltd.
5,905$5.1K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
State of Wyoming
4,827$4.2K0.0%ValueHighCheyenne, WY2026-10-28
Sterling Capital Management LLC
4,357$3.8K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
2,497$2.2K0.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
1,476$1.3K0.0%IndexVery LowFoster City, CA2026-10-08
SBI Securities Co., Ltd.
1,446$1.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
1,428$1.2K0.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
889$7740.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
319$2770.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
248$2160.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
222$1930.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
155$1350.0%GrowthLowTampa, FL2026-10-16