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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3,207 | $119.0K | 0.00% | +1,031+47.4% | Added |
| Venturi Wealth Management, LLC | 3,117 | $116.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,000 | $112.0K | 0.02% | +3,000 | New |
| US Bancorp | 2,971 | $111.0K | 0.00% | +798+36.7% | Added |
| Amalgamated Bank | 2,929 | $109.0K | 0.00% | +527+21.9% | Added |
| Virtus ETF Advisers LLC | 1,770 | $66.1K | 0.03% | −990−35.9% | Reduced |
| Spire Wealth Management | 1,500 | $56.0K | 0.00% | +1,500 | New |
| The PNC Financial Services Group, Inc. | 1,160 | $43.3K | 0.00% | +238+25.8% | Added |
| New England Capital Financial Advisors LLC | 1,000 | $37.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 790 | $30.9K | 0.00% | −515−39.5% | Reduced |
| Lindbrook Capital, LLC | 702 | $26.2K | 0.00% | −10−1.4% | Reduced |
| Bessemer Group Inc | 352 | $14.0K | 0.00% | −1,234−77.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 362 | $13.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 324 | $12.1K | 0.00% | −8−2.4% | Reduced |
| Smartleaf Asset Management LLC | 338 | $12.1K | 0.00% | +6+1.8% | Added |
| Farmers & Merchants Investments Inc | 300 | $11.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 294 | $11.0K | 0.00% | +244+488.0% | Added |
| Rothschild Investment LLC | 290 | $10.8K | 0.00% | +20+7.4% | Added |
| LRI Investments, LLC | 260 | $9.71K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $9.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 228 | $8.52K | 0.00% | +228 | New |
| Salomon & Ludwin, LLC | 215 | $8.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 212 | $8.00K | 0.01% | +1+0.5% | Added |
| Washington Trust Advisors, Inc. | 175 | $6.54K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 171 | $6.39K | 0.00% | +171 | New |
| TD Waterhouse Canada Inc. | 167 | $6.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 162 | $6.05K | 0.00% | +3+1.9% | Added |
| Sierra Ocean, LLC | 126 | $4.71K | 0.00% | +126 | New |
| Aventura Private Wealth, LLC | 112 | $4.18K | 0.00% | +112 | New |
| 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 |
| GAMMA Investing LLC | 95 | $3.55K | 0.00% | −30−24.0% | Reduced |
| Sterling Capital Management LLC | 87 | $3.25K | 0.00% | +10+13.0% | Added |
| Whittier Trust Co of Nevada Inc | 70 | $2.61K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 69 | $2.58K | 0.00% | +69 | New |
| Allworth Financial LP | 62 | $2.52K | 0.00% | −7−10.1% | Reduced |
| Wingate Wealth Advisors, Inc. | 50 | $1.87K | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 44 | $1.64K | 0.00% | −5−10.2% | Reduced |
| Quadrant Capital Group LLC | 41 | $1.53K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $1.53K | 0.00% | +41 | New |
| Brown, Lisle/Cummings, Inc. | 37 | $1.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $1.16K | 0.00% | +31 | New |
| Ronald Blue Trust, Inc. | 26 | $971 | 0.00% | +12+85.7% | Added |
| Bryn Mawr Trust Co | 25 | $934 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23 | $859 | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 19 | $710 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 12 | $448 | 0.00% | +12 | New |
| Concord Wealth Partners | 10 | $374 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $337 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 7 | $261 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 6 | $225 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $225 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $187 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $112 | 0.00% | +3 | New |
| 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 |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −1,485,232−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −283,540−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −132,537−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −127,479−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −99,566−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −54,863−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −42,754−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −35,449−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −34,975−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −32,510−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −23,916−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −20,807−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,737−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −8,484−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −7,354−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,227−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,523−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,164−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,908−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,799−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −4,489−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,134−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| ADAR1 Capital Management, LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Torno Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |