Biohaven Ltd.
BHVN- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001935979
No open-market purchases or sales by Biohaven Ltd. insiders were filed in the last 90 days; 297 institutions reported holding it in 13F filings for Q2 2026, worth $2.13B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Biohaven Ltd. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 180
- −3 vs. Q4 2022
- Shares held
- 67.1M
- +4.06M (+6.4%) vs. Q4 2022
- Total value
- $921.1M
- +$38.8M (+4.4%) vs. Q4 2022
- New holders
- 34
- 53 more added
- Sold out
- 37
- 48 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BHVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 297 | $2.13B |
| Q1 2026 | 279 | $1.22B |
| Q4 2025 | 275 | $1.40B |
| Q3 2025 | 266 | $1.28B |
| Q2 2025 | 251 | $1.24B |
| Q1 2025 | 267 | $2.24B |
| Q4 2024 | 258 | $3.51B |
| Q3 2024 | 257 | $4.34B |
| Q2 2024 | 228 | $2.90B |
| Q1 2024 | 245 | $4.09B |
| Q4 2023 | 220 | $3.09B |
| Q3 2023 | 188 | $1.61B |
| Q2 2023 | 189 | $1.45B |
| Q1 2023 | 180 | $921.1M |
| Q4 2022 | 183 | $882.3M |
| Q3 2022 | 277 | $9.26B |
| Q2 2022 | 330 | $8.96B |
| Q1 2022 | 306 | $7.58B |
| Q4 2021 | 284 | $8.55B |
| Q3 2021 | 250 | $8.17B |
| Q2 2021 | 223 | $5.80B |
| Q1 2021 | 225 | $4.10B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Biohaven Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | −19−90.5% | Reduced |
| Steward Financial Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $5 | 0.00% | 0 | New |
| Massmutual Trust Co FSB | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $55 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $68 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $68 | 0.00% | +5 | New |
| Schubert & Co | 5 | $69 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $82 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $137 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $137 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $150 | 0.00% | −10−47.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 11 | $150 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $205 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 35 | $478 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $519 | 0.00% | +38 | New |
| Quadrant Capital Group LLC | 42 | $574 | 0.00% | −17−28.8% | Reduced |
| Kelly Financial Services LLC | 42 | $574 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 49 | $669 | 0.00% | +49 | New |
| Ellevest, Inc. | 62 | $847 | 0.00% | +62 | New |
| Allworth Financial LP | 65 | $888 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 70 | $956 | 0.00% | −5−6.7% | Reduced |
| Ronald Blue Trust, Inc. | 48 | $1.00K | 0.00% | −17−26.2% | Reduced |
| Cutler Group LP | 100 | $1.00K | 0.00% | −350−77.8% | Reduced |
| CWM, LLC | 78 | $1.00K | 0.00% | −1−1.3% | Reduced |
| Sandy Spring Bank | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $1.54K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 130 | $1.78K | 0.00% | −309−70.4% | Reduced |
| Banque Cantonale Vaudoise | 169 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 150 | $2.05K | 0.00% | −29−16.2% | Reduced |
| GWM Advisors LLC | 156 | $2.13K | 0.00% | −4,964−97.0% | Reduced |
| TCI Wealth Advisors, Inc. | 157 | $2.15K | 0.00% | −74−32.0% | Reduced |
| Washington Trust Advisors, Inc. | 205 | $2.80K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 224 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 288 | $4.58K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 350 | $4.78K | 0.00% | +350 | New |
| Plante Moran Financial Advisors, LLC | 362 | $4.95K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 435 | $5.94K | 0.00% | +276+173.6% | Added |
| Lindbrook Capital, LLC | 633 | $8.65K | 0.00% | −15−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 634 | $8.66K | 0.00% | −17−2.6% | Reduced |
| Covestor Ltd | 636 | $9.00K | 0.01% | +6+1.0% | Added |
| CSS LLC | 677 | $9.25K | 0.00% | −2,050−75.2% | Reduced |
| Hollencrest Capital Management | 840 | $11.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,107 | $15.1K | 0.00% | +568+105.4% | Added |
| Advisors Asset Management, Inc. | 1,860 | $25.4K | 0.00% | −137−6.9% | Reduced |
| Metropolitan Life Insurance Co | 3,494 | $47.7K | 0.00% | −496−12.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,634 | $50.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,868 | $53.0K | 0.00% | −9,188−70.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,443 | $60.7K | 0.00% | +4,443 | New |
| State of Wyoming | 4,493 | $61.4K | 0.02% | +4,493 | New |
| Ameritas Investment Partners, Inc. | 5,060 | $69.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,741 | $78.4K | 0.00% | +5,741 | New |
| Federated Hermes, Inc. | 6,193 | $84.6K | 0.00% | +1,832+42.0% | Added |
| Virtus ETF Advisers LLC | 6,438 | $87.9K | 0.05% | −2,478−27.8% | Reduced |
| FSC Wealth Advisors, LLC | 6,500 | $88.8K | 0.14% | +4,850+293.9% | Added |
| Dark Forest Capital Management LP | 7,161 | $97.8K | 0.02% | +2,827+65.2% | Added |
| Amalgamated Bank | 8,073 | $110.0K | 0.00% | −1,590−16.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,325 | $113.7K | 0.00% | +8,325 | New |
| Advisor Group Holdings, Inc. | 8,671 | $117.9K | 0.00% | +65+0.8% | Added |
| Royal Bank of Canada | 9,234 | $126.0K | 0.00% | −6,246−40.3% | Reduced |
| Aristides Capital LLC | 10,298 | $140.7K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 10,318 | $140.9K | 0.00% | −283−2.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,452 | $142.8K | 0.00% | +10,452 | New |
| Erste Asset Management GmbH | 10,900 | $149.1K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 11,000 | $150.3K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,336 | $154.8K | 0.00% | +11,336 | New |
| JBF Capital, Inc. | 13,150 | $179.6K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 13,300 | $181.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 13,300 | $181.7K | 0.00% | +404+3.1% | Added |
| Harvest Management LLC | 13,400 | $183.0K | 0.17% | +1,649+14.0% | Added |
| Nisa Investment Advisors, LLC | 14,322 | $196.0K | 0.00% | −73,240−83.6% | Reduced |
| Trexquant Investment LP | 14,565 | $199.0K | 0.01% | +14,565 | New |
| Dimensional Fund Advisors LP | 14,944 | $204.1K | 0.00% | −4,142−21.7% | Reduced |
| MYDA Advisors LLC | 15,000 | $204.9K | 0.09% | +15,000 | New |
| Compass Financial Advisors LLC | 17,532 | $239.5K | 0.30% | +17,532 | New |
| LeJeune Puetz Investment Counsel LLC | 17,700 | $241.8K | 0.09% | +17,700 | New |
| Arizona State Retirement System | 17,775 | $242.8K | 0.00% | +17,775 | New |
| New England Capital Financial Advisors LLC | 18,000 | $245.9K | 0.17% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 18,898 | $258.0K | 0.00% | +18,898 | New |
| Sigma Planning Corp | 19,207 | $262.4K | 0.01% | +59+0.3% | Added |
| E Fund Management Co., Ltd. | 20,233 | $276.0K | 0.02% | +1,759+9.5% | Added |
| SG Americas Securities, LLC | 20,281 | $277.0K | 0.00% | +20,281 | New |
| Walleye Trading LLC | 20,546 | $280.7K | 0.01% | +20,546 | New |
| Canton Hathaway, LLC | 22,650 | $309.0K | 0.11% | +5,050+28.7% | Added |
| Quantum Private Wealth, LLC | 22,837 | $312.0K | 0.17% | +22,837 | New |
| Chartwell Investment Partners, LLC | 23,373 | $320.0K | 0.01% | +781+3.5% | Added |
| Voya Investment Management LLC | 24,074 | $328.9K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 25,046 | $342.1K | 0.00% | +1,508+6.4% | Added |
| Gabelli Funds LLC | 26,000 | $355.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 27,686 | $378.2K | 0.00% | −1,382−4.8% | Reduced |
| LPL Financial LLC | 28,424 | $388.3K | 0.00% | +2,583+10.0% | Added |
| American International Group, Inc. | 30,520 | $416.9K | 0.00% | +607+2.0% | Added |
| Invesco Ltd. | 31,967 | $436.7K | 0.00% | +14,772+85.9% | Added |
| New York State Common Retirement Fund | 32,703 | $446.7K | 0.00% | −13,539−29.3% | Reduced |
| Capital Group Private Client Services, Inc. | 33,584 | $458.8K | 0.01% | −334−1.0% | Reduced |
| MetLife Investment Management | 33,839 | $462.2K | 0.00% | 00.0% | Unchanged |
| Tekla Capital Management LLC | 35,087 | $479.3K | 0.02% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 36,050 | $492.4K | 0.47% | +22,600+168.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 40,549 | $553.9K | 0.00% | +13,502+49.9% | Added |