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 2024
Institutional positions in Biohaven Ltd. as of Mar 31, 2024. 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
- 245
- +26 vs. Q4 2023
- Shares held
- 74.9M
- +2.70M (+3.7%) vs. Q4 2023
- Total value
- $4.09B
- +$1.00B (+32.4%) vs. Q4 2023
- New holders
- 56
- 73 more added
- Sold out
- 30
- 71 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Biohaven Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $64 | 0.00% | +1 | New |
| Principal Securities, Inc. | 3 | $164 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $165 | 0.00% | +3 | New |
| Harbor Investment Advisory, LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $273 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $329 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $329 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 7 | $383 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $547 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11 | $602 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $710 | 0.00% | +13 | New |
| Ronald Blue Trust, Inc. | 14 | $766 | 0.00% | +3+27.3% | Added |
| Farther Finance Advisors, LLC | 18 | $937 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.04K | 0.00% | −1−5.0% | Reduced |
| Quadrant Capital Group LLC | 42 | $2.30K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 42 | $2.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 50 | $2.73K | 0.00% | +24+92.3% | Added |
| GWM Advisors LLC | 55 | $3.01K | 0.00% | −27−32.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 62 | $3.39K | 0.00% | −38−38.0% | Reduced |
| Allworth Financial LP | 69 | $3.77K | 0.00% | −1−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 70 | $3.83K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 85 | $4.65K | 0.00% | +66+347.4% | Added |
| Leonteq Securities AG | 86 | $4.70K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $5.47K | 0.00% | +100 | New |
| Provenance Wealth Advisors, LLC | 100 | $5.47K | 0.00% | +100 | New |
| Sandy Spring Bank | 125 | $6.84K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 197 | $10.8K | 0.00% | +6+3.1% | Added |
| Tucker Asset Management LLC | 200 | $10.9K | 0.00% | +200 | New |
| ADAR1 Capital Management, LLC | 200 | $10.9K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 205 | $11.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 215 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 210 | $12.0K | 0.01% | −137−39.5% | Reduced |
| Lazard Asset Management LLC | 272 | $14.0K | 0.00% | −11−3.9% | Reduced |
| Smartleaf Asset Management LLC | 250 | $14.3K | 0.00% | +250 | New |
| Parallel Advisors, LLC | 309 | $16.9K | 0.00% | −5−1.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 362 | $19.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 438 | $27.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 624 | $34.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 677 | $35.2K | 0.00% | +677 | New |
| Quarry LP | 700 | $38.3K | 0.02% | +700 | New |
| CWM, LLC | 730 | $40.0K | 0.00% | +401+121.9% | Added |
| Pacer Advisors, Inc. | 737 | $40.3K | 0.00% | +737 | New |
| The PNC Financial Services Group, Inc. | 891 | $48.7K | 0.00% | +135+17.9% | Added |
| New England Capital Financial Advisors LLC | 1,000 | $54.7K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 1,100 | $60.0K | 0.03% | +1,100 | New |
| Harvest Fund Management Co., Ltd | 1,120 | $61.0K | 0.01% | +1,120 | New |
| Qube Research & Technologies Ltd | 1,701 | $93.0K | 0.00% | +1,701 | New |
| KBC Group NV | 1,807 | $99.0K | 0.00% | +83+4.8% | Added |
| US Bancorp | 2,168 | $118.6K | 0.00% | +2,102+3,184.8% | Added |
| Virtus ETF Advisers LLC | 2,303 | $126.0K | 0.07% | −156−6.3% | Reduced |
| Amalgamated Bank | 2,334 | $128.0K | 0.00% | −3,787−61.9% | Reduced |
| Metropolitan Life Insurance Co | 3,605 | $197.2K | 0.01% | −302−7.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,634 | $199.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,712 | $203.0K | 0.00% | +3,712 | New |
| Envestnet Asset Management Inc | 3,913 | $214.0K | 0.00% | +3,913 | New |
| Mackenzie Financial Corp | 4,064 | $222.3K | 0.00% | +4,064 | New |
| Xponance, Inc. | 4,150 | $227.0K | 0.00% | +4,150 | New |
| Independent Financial Group, LLC | 4,507 | $246.5K | 0.01% | +4,507 | New |
| Tower Research Capital LLC (TRC) | 4,526 | $247.5K | 0.01% | −1,231−21.4% | Reduced |
| Prudential Financial Inc | 4,937 | $270.0K | 0.00% | +252+5.4% | Added |
| Thompson Davis & Co., Inc. | 5,000 | $273.4K | 0.19% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 5,050 | $276.2K | 0.12% | +5,050 | New |
| Prevail Innovative Wealth Advisors, LLC | 5,385 | $294.5K | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,388 | $294.7K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,467 | $299.0K | 0.01% | +5,467 | New |
| Cypress Wealth Services, LLC | 5,965 | $326.2K | 0.08% | +5,965 | New |
| HighTower Advisors, LLC | 6,004 | $327.0K | 0.00% | +687+12.9% | Added |
| Dark Forest Capital Management LP | 6,025 | $329.5K | 0.06% | +6,025 | New |
| New York Life Investment Management LLC | 6,335 | $346.5K | 0.00% | +6,335 | New |
| CWM Advisors, LLC | 6,444 | $352.4K | 0.04% | −2,578−28.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,823 | $373.1K | 0.01% | −259−3.7% | Reduced |
| Algert Global LLC | 6,990 | $382.3K | 0.01% | +6,990 | New |
| Constitution Capital LLC | 7,000 | $382.8K | 0.22% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,327 | $400.7K | 0.00% | −1,146−13.5% | Reduced |
| Birchview Capital, LP | 7,365 | $402.8K | 0.33% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 7,393 | $404.3K | 0.04% | −409−5.2% | Reduced |
| Russell Investments Group, Ltd. | 7,429 | $406.3K | 0.00% | +30.0% | Added |
| E Fund Management Co., Ltd. | 7,476 | $408.9K | 0.03% | −7,052−48.5% | Reduced |
| HSBC Holdings PLC | 7,811 | $427.2K | 0.00% | +7,811 | New |
| Prelude Capital Management, LLC | 7,900 | $432.1K | 0.03% | +7,900 | New |
| Virtu Financial LLC | 8,316 | $455.0K | 0.03% | +8,316 | New |
| Raymond James & Associates | 8,345 | $456.4K | 0.00% | −20,154−70.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,414 | $460.2K | 0.01% | −552−6.2% | Reduced |
| Royal Bank of Canada | 8,511 | $464.0K | 0.00% | −19,302−69.4% | Reduced |
| XTX Topco Ltd | 8,541 | $467.1K | 0.06% | +8,541 | New |
| Sigma Planning Corp | 8,770 | $479.6K | 0.02% | +2,352+36.6% | Added |
| GTS Securities LLC | 8,874 | $485.3K | 0.01% | +8,874 | New |
| STRS Ohio | 9,000 | $492.0K | 0.00% | −100−1.1% | Reduced |
| Dimensional Fund Advisors LP | 9,163 | $501.1K | 0.00% | −40.0% | Reduced |
| Capstone Investment Advisors, LLC | 10,336 | $565.3K | 0.01% | +4,850+88.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,517 | $575.2K | 0.04% | +10,517 | New |
| Sowell Financial Services LLC | 11,387 | $623.0K | 0.03% | +11,387 | New |
| Mirae Asset Global Investments Co., Ltd. | 31,826 | $630.3K | 0.00% | −8,268−20.6% | Reduced |
| SG Americas Securities, LLC | 11,770 | $644.0K | 0.00% | +11,770 | New |
| Advisor Group Holdings, Inc. | 11,971 | $654.7K | 0.00% | −3,882−24.5% | Reduced |