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 2024
Institutional positions in Biohaven Ltd. as of Dec 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
- 258
- +5 vs. Q3 2024
- Shares held
- 93.1M
- +6.19M (+7.1%) vs. Q3 2024
- Total value
- $3.51B
- −$828.8M (−19.1%) vs. Q3 2024
- New holders
- 47
- 104 more added
- Sold out
- 42
- 64 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Biohaven Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $37 | 0.00% | +1 | New |
| IFP Advisors, Inc | 3 | $112 | 0.00% | +3 | New |
| Harbor Investment Advisory, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $225 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $225 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $261 | 0.00% | +7 | New |
| True Wealth Design, LLC | 9 | $337 | 0.00% | +9 | New |
| Concord Wealth Partners | 10 | $374 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 12 | $448 | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 19 | $710 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23 | $859 | 0.00% | +23 | New |
| Bryn Mawr Trust Co | 25 | $934 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $971 | 0.00% | +12+85.7% | Added |
| CoreCap Advisors, LLC | 31 | $1.16K | 0.00% | +31 | New |
| Brown, Lisle/Cummings, Inc. | 37 | $1.38K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 41 | $1.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $1.53K | 0.00% | +41 | New |
| Farther Finance Advisors, LLC | 44 | $1.64K | 0.00% | −5−10.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 50 | $1.87K | 0.00% | +50 | New |
| Allworth Financial LP | 62 | $2.52K | 0.00% | −7−10.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 69 | $2.58K | 0.00% | +69 | New |
| Whittier Trust Co of Nevada Inc | 70 | $2.61K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 87 | $3.25K | 0.00% | +10+13.0% | Added |
| GAMMA Investing LLC | 95 | $3.55K | 0.00% | −30−24.0% | Reduced |
| GHP Investment Advisors, Inc. | 100 | $3.73K | 0.00% | −100−50.0% | Reduced |
| Provenance Wealth Advisors, LLC | 100 | $3.73K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 112 | $4.18K | 0.00% | +112 | New |
| Sierra Ocean, LLC | 126 | $4.71K | 0.00% | +126 | New |
| Signaturefd, LLC | 162 | $6.05K | 0.00% | +3+1.9% | Added |
| TD Waterhouse Canada Inc. | 167 | $6.24K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 171 | $6.39K | 0.00% | +171 | New |
| Washington Trust Advisors, Inc. | 175 | $6.54K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 212 | $8.00K | 0.01% | +1+0.5% | Added |
| Salomon & Ludwin, LLC | 215 | $8.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 228 | $8.52K | 0.00% | +228 | New |
| AdvisorNet Financial, Inc | 250 | $9.34K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 260 | $9.71K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 290 | $10.8K | 0.00% | +20+7.4% | Added |
| Jones Financial Companies LLLP | 294 | $11.0K | 0.00% | +244+488.0% | Added |
| Farmers & Merchants Investments Inc | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 338 | $12.1K | 0.00% | +6+1.8% | Added |
| Parallel Advisors, LLC | 324 | $12.1K | 0.00% | −8−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 362 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 352 | $14.0K | 0.00% | −1,234−77.8% | Reduced |
| Lindbrook Capital, LLC | 702 | $26.2K | 0.00% | −10−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 790 | $30.9K | 0.00% | −515−39.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,000 | $37.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,160 | $43.3K | 0.00% | +238+25.8% | Added |
| Spire Wealth Management | 1,500 | $56.0K | 0.00% | +1,500 | New |
| Virtus ETF Advisers LLC | 1,770 | $66.1K | 0.03% | −990−35.9% | Reduced |
| Amalgamated Bank | 2,929 | $109.0K | 0.00% | +527+21.9% | Added |
| US Bancorp | 2,971 | $111.0K | 0.00% | +798+36.7% | Added |
| Quarry LP | 3,000 | $112.0K | 0.02% | +3,000 | New |
| Venturi Wealth Management, LLC | 3,117 | $116.4K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,207 | $119.0K | 0.00% | +1,031+47.4% | Added |
| Elkhorn Partners Limited Partnership | 3,300 | $123.0K | 0.08% | +1,100+50.0% | Added |
| KBC Group NV | 3,377 | $126.0K | 0.00% | +1,127+50.1% | Added |
| Amundi | 3,415 | $133.8K | 0.00% | −613−15.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,703 | $138.3K | 0.00% | +3,685+20,472.2% | Added |
| Advisor Group Holdings, Inc. | 4,104 | $153.3K | 0.00% | −3,528−46.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 5,385 | $201.1K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,388 | $201.2K | 0.00% | −1,976−26.8% | Reduced |
| Pale Fire Capital SE | 5,496 | $205.3K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 5,585 | $208.6K | 0.01% | +795+16.6% | Added |
| Fox Run Management, L.L.C. | 5,611 | $209.6K | 0.04% | +5,611 | New |
| Royal Bank of Canada | 5,732 | $213.0K | 0.00% | −102,658−94.7% | Reduced |
| Millennium Management LLC | 5,801 | $216.7K | 0.00% | −172,878−96.8% | Reduced |
| HighTower Advisors, LLC | 5,870 | $219.2K | 0.00% | +335+6.1% | Added |
| Captrust Financial Advisors | 5,952 | $222.3K | 0.00% | +90+1.5% | Added |
| Xponance, Inc. | 6,148 | $229.6K | 0.00% | +1,263+25.9% | Added |
| Constitution Capital LLC | 7,000 | $261.4K | 0.15% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,980 | $265.5K | 0.00% | +514+9.4% | Added |
| Mariner, LLC | 7,149 | $267.0K | 0.00% | +96+1.4% | Added |
| CWM, LLC | 7,279 | $272.0K | 0.00% | +6,317+656.7% | Added |
| Birchview Capital, LP | 7,365 | $275.1K | 0.22% | 00.0% | Unchanged |
| DnB Asset Management AS | 7,526 | $281.1K | 0.00% | +571+8.2% | Added |
| Nisa Investment Advisors, LLC | 7,654 | $285.9K | 0.00% | −33−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 7,796 | $291.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 8,037 | $300.2K | 0.00% | +8,037 | New |
| Sigma Planning Corp | 8,201 | $306.3K | 0.01% | −30.0% | Reduced |
| Prelude Capital Management, LLC | 8,403 | $313.9K | 0.03% | +8,403 | New |
| Y-Intercept (Hong Kong) Ltd | 8,445 | $315.4K | 0.02% | −18,344−68.5% | Reduced |
| Ameritas Investment Partners, Inc. | 8,985 | $335.6K | 0.01% | +1,378+18.1% | Added |
| SG Americas Securities, LLC | 9,001 | $336.0K | 0.00% | −7,529−45.5% | Reduced |
| Gabelli Funds LLC | 9,000 | $336.1K | 0.00% | −4,200−31.8% | Reduced |
| Dimensional Fund Advisors LP | 9,147 | $341.6K | 0.00% | −10−0.1% | Reduced |
| Quantbot Technologies LP | 9,508 | $355.1K | 0.01% | +9,508 | New |
| E Fund Management Co., Ltd. | 9,613 | $359.0K | 0.02% | +775+8.8% | Added |
| STRS Ohio | 9,700 | $362.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,777 | $365.2K | 0.00% | −268−2.7% | Reduced |
| HSBC Holdings PLC | 10,361 | $380.0K | 0.00% | +1,006+10.8% | Added |
| Gsa Capital Partners LLP | 10,613 | $396.0K | 0.03% | +6,004+130.3% | Added |
| CWM Advisors, LLC | 10,895 | $406.9K | 0.05% | +2,698+32.9% | Added |
| Trexquant Investment LP | 10,980 | $410.1K | 0.00% | −7,792−41.5% | Reduced |
| Adviser Investments LLC | 11,800 | $440.7K | 0.01% | +5,300+81.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,032 | $449.4K | 0.00% | +12,032 | New |
| Tower Research Capital LLC (TRC) | 12,180 | $454.9K | 0.01% | +11,781+2,952.6% | Added |