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, Q4 2023
Institutional positions in Biohaven Ltd. as of Dec 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
- 220
- +33 vs. Q3 2023
- Shares held
- 72.3M
- +10.3M (+16.7%) vs. Q3 2023
- Total value
- $3.09B
- +$1.48B (+92.0%) vs. Q3 2023
- New holders
- 59
- 77 more added
- Sold out
- 26
- 46 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Biohaven Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $171 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $172 | 0.00% | +4 | New |
| Harbor Investment Advisory, LLC | 5 | $214 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $214 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $214 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 6 | $257 | 0.00% | −3−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $257 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 7 | $300 | 0.00% | +7 | New |
| Concord Wealth Partners | 10 | $428 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11 | $471 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 18 | $770 | 0.00% | +18 | New |
| Northwestern Mutual Wealth Management Co | 19 | $814 | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 20 | $856 | 0.00% | +20 | New |
| GAMMA Investing LLC | 26 | $1.16K | 0.00% | +26 | New |
| Advisory Services Network, LLC | 35 | $1.50K | 0.00% | +35 | New |
| Quadrant Capital Group LLC | 42 | $1.80K | 0.00% | −22−34.4% | Reduced |
| Kelly Financial Services LLC | 42 | $1.80K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 54 | $2.31K | 0.00% | +54 | New |
| Lee Financial Co | 64 | $2.74K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 66 | $2.83K | 0.00% | +31+88.6% | Added |
| Whittier Trust Co of Nevada Inc | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $3.00K | 0.00% | +5+7.7% | Added |
| NBC Securities, Inc. | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 82 | $3.51K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 86 | $3.68K | 0.00% | −93−52.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 100 | $4.28K | 0.00% | +100 | New |
| Sandy Spring Bank | 125 | $5.35K | 0.00% | +125 | New |
| Salomon & Ludwin, LLC | 215 | $5.59K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 170 | $7.28K | 0.00% | +170 | New |
| Signaturefd, LLC | 191 | $8.18K | 0.00% | +26+15.8% | Added |
| Washington Trust Advisors, Inc. | 205 | $8.77K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 283 | $12.0K | 0.00% | +3+1.1% | Added |
| Parallel Advisors, LLC | 314 | $13.4K | 0.00% | +303+2,754.5% | Added |
| CWM, LLC | 329 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 347 | $15.0K | 0.01% | −1−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 362 | $15.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $21.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 438 | $22.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 624 | $26.7K | 0.00% | −1−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 756 | $32.4K | 0.00% | −57−7.0% | Reduced |
| New England Capital Financial Advisors LLC | 1,000 | $42.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,724 | $74.0K | 0.00% | +693+67.2% | Added |
| UBS Group AG | 2,099 | $89.8K | 0.00% | −86,489−97.6% | Reduced |
| Virtus ETF Advisers LLC | 2,459 | $105.2K | 0.07% | −1,598−39.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,634 | $156.0K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 3,763 | $161.1K | 0.01% | +3,763 | New |
| Metropolitan Life Insurance Co | 3,907 | $167.2K | 0.01% | +514+15.1% | Added |
| Simplex Trading, LLC | 4,654 | $199.0K | 0.01% | +364+8.5% | Added |
| Prudential Financial Inc | 4,685 | $200.5K | 0.00% | +4,685 | New |
| Hudson Bay Capital Management LP | 5,000 | $214.0K | 0.00% | −5,000−50.0% | Reduced |
| Thompson Davis & Co., Inc. | 5,000 | $214.0K | 0.18% | +5,000 | New |
| HighTower Advisors, LLC | 5,317 | $227.0K | 0.00% | +5,317 | New |
| Prevail Innovative Wealth Advisors, LLC | 5,385 | $230.5K | 0.11% | +5,385 | New |
| Private Advisor Group, LLC | 5,388 | $230.6K | 0.00% | +5,388 | New |
| Capstone Investment Advisors, LLC | 5,486 | $234.8K | 0.00% | +5,486 | New |
| Tower Research Capital LLC (TRC) | 5,757 | $246.4K | 0.00% | +3,908+211.4% | Added |
| Amalgamated Bank | 6,121 | $262.0K | 0.00% | +195+3.3% | Added |
| Sigma Planning Corp | 6,418 | $274.7K | 0.02% | −6,447−50.1% | Reduced |
| PDT Partners, LLC | 6,931 | $296.6K | 0.03% | +6,931 | New |
| Constitution Capital LLC | 7,000 | $299.6K | 0.18% | +7,000 | New |
| Ameritas Investment Partners, Inc. | 7,082 | $303.1K | 0.01% | +1,292+22.3% | Added |
| Birchview Capital, LP | 7,365 | $315.2K | 0.25% | +7,365 | New |
| Advisors Asset Management, Inc. | 7,380 | $315.9K | 0.01% | +6,681+955.8% | Added |
| Russell Investments Group, Ltd. | 7,426 | $317.8K | 0.00% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 7,802 | $333.9K | 0.04% | −635−7.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,473 | $362.6K | 0.00% | +8,473 | New |
| Entropy Technologies, LP | 8,492 | $363.5K | 0.07% | +8,492 | New |
| Tudor Investment Corp Et Al | 8,592 | $367.7K | 0.01% | −666−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,966 | $383.7K | 0.01% | −360−3.9% | Reduced |
| CWM Advisors, LLC | 9,022 | $386.1K | 0.04% | −2,580−22.2% | Reduced |
| STRS Ohio | 9,100 | $389.0K | 0.00% | −15,000−62.2% | Reduced |
| Dimensional Fund Advisors LP | 9,167 | $392.3K | 0.00% | +111+1.2% | Added |
| VELA Investment Management, LLC | 9,269 | $396.7K | 0.16% | 00.0% | Unchanged |
| Creative Planning | 9,851 | $421.6K | 0.00% | −1,690−14.6% | Reduced |
| Federated Hermes, Inc. | 9,898 | $423.6K | 0.00% | +9,898 | New |
| AQR Capital Management LLC | 10,234 | $438.0K | 0.00% | +10,234 | New |
| Legato Capital Management LLC | 10,960 | $469.1K | 0.06% | +10,960 | New |
| Franklin Resources Inc | 11,269 | $482.3K | 0.00% | +349+3.2% | Added |
| ProShare Advisors LLC | 11,324 | $484.7K | 0.00% | +11,324 | New |
| Commonwealth Equity Services, LLC | 11,358 | $486.0K | 0.00% | +2,474+27.8% | Added |
| Chartwell Investment Partners, LLC | 11,780 | $504.0K | 0.02% | −12,780−52.0% | Reduced |
| Handelsbanken Fonder AB | 12,500 | $535.0K | 0.00% | +12,500 | New |
| Nisa Investment Advisors, LLC | 12,611 | $539.8K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 13,110 | $561.1K | 0.06% | +13,110 | New |
| JBF Capital, Inc. | 13,150 | $562.8K | 0.11% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 13,640 | $583.8K | 0.21% | +1,500+12.4% | Added |
| Wellington Management Group LLP | 13,866 | $593.5K | 0.00% | +13,866 | New |
| Bank of Montreal | 13,907 | $602.0K | 0.00% | +13,907 | New |
| E Fund Management Co., Ltd. | 14,528 | $621.8K | 0.04% | −3,080−17.5% | Reduced |
| SEI Investments Co | 14,710 | $629.6K | 0.00% | +14,710 | New |
| FSC Wealth Advisors, LLC | 15,000 | $642.0K | 0.47% | 00.0% | Unchanged |
| Harvest Management LLC | 15,100 | $646.3K | 0.73% | −500−3.2% | Reduced |
| Laurion Capital Management LP | 15,580 | $666.8K | 0.02% | +15,580 | New |
| Teacher Retirement System of Texas | 15,674 | $671.0K | 0.00% | −812−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 15,853 | $678.4K | 0.00% | +6,654+72.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,863 | $678.9K | 0.00% | +4,940+45.2% | Added |