AORT — ARTIVION INC
As of Q2 2026, 33 SEC-registered investment managers reported holding AORT (ARTIVION INC) in their latest 13F filings, with a combined reported value of $468.71M across 20.93M shares. That is +11.5% by share count (+2.15M shares) versus the previous quarter, while reported value moved -31.7%. Ownership is concentrated: the five largest holders account for 65.1% of reported value and the top ten for 79.4%.
Compared with the prior quarter, 3 opened new positions, 23 added to existing stakes, 6 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AORT is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 6.67M | $149.97M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 3.17M | $144.59M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 2.56M | $57.48M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.96M | $44.12M | 0.00% | Reduce |
| Wellington Management Group history | Q2 2026 | 1.26M | $28.32M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 1.11M | $25.04M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 827.59K | $18.60M | 0.00% | Add |
| Royce & Associates history | Q2 2026 | 639.28K | $14.36M | 0.12% | Add |
| Northern Trust Corp history | Q2 2026 | 550.53K | $12.37M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 521.44K | $11.72M | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 454.40K | $10.21M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 443.12K | $9.96M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 438.71K | $9.86M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 438.22K | $9.85M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 408.70K | $9.18M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 387.28K | $8.70M | 0.01% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 382.05K | $8.58M | 0.01% | Add |
| First Eagle Investment Management history | Q2 2026 | 346.57K | $7.79M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 259.30K | $5.83M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 253.90K | $5.71M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 84.70K sh · $1.90M
- Lazard Asset Management 83.46K sh · $1.88M
- Renaissance Technologies 67.83K sh · $1.52M
Fully Exited (vs previous quarter)
- Marshall Wace sold 56.01K sh · $2.05M
- Janus Henderson Group sold 17.04K sh · $623.34K
- Amundi US sold 7.19K sh · $263.15K
- CPP Investments sold 6.50K sh · $238.03K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 6.51M | 6.43M | 6.20M | 6.00M | 6.05M | 6.37M | 6.47M | 6.67M |
| Morgan Stanley | 1.73M | 1.77M | 2.95M | 2.95M | 2.95M | 4.85M | 4.85M | 4.85M | 4.85M | 3.35M | 3.35M | 3.35M | 3.35M | 3.35M | 460.00K | 2.32M | 2.24M | 2.26M | 2.27M | 2.56M |
| Fidelity Management & Research (FMR) | 28 | 16 | 416 | 726 | 643 | 74.81K | 74.92K | 75.58K | 78.08K | 72.72K | 73.17K | 90.01K | 115.18K | 1.11M | 2.90M | 2.29M | 2.99M | 2.54M | 2.58M | 1.96M |
| Wellington Management Group | — | — | — | 306.20K | 1.40M | 2.28M | 2.40M | 2.58M | 2.51M | 2.46M | 1.57M | 1.61M | 1.66M | 1.66M | 1.73M | 1.71M | 1.50M | 1.41M | 1.16M | 1.26M |
| Geode Capital Management | 635.57K | 629.45K | 655.03K | 666.40K | 672.12K | 706.76K | 733.37K | 782.37K | 798.43K | 836.41K | 855.08K | 886.02K | 880.98K | 872.07K | 894.59K | 885.15K | 931.62K | 998.33K | 1.13M | 1.11M |
| Citadel Advisors | 120.48K | 62.35K | 51.90K | 28.18K | 104.58K | 189.83K | 57.50K | 112.66K | 73.90K | 74.97K | 128.16K | 58.47K | 47.19K | 32.20K | 32.88K | 172.34K | 99.45K | 26.88K | 70.87K | 827.59K |
| Royce & Associates | 232.00K | 227.00K | 230.73K | 859.03K | 921.73K | 845.73K | 960.73K | 948.94K | 988.00K | 1.08M | 1.12M | 1.00M | 871.17K | 831.00K | 687.42K | 716.68K | 529.75K | 432.78K | 425.28K | 639.28K |
| Northern Trust Corp | 453.03K | 441.96K | 431.92K | 428.39K | 427.49K | 439.51K | 443.67K | 443.17K | 439.06K | 430.20K | 425.60K | 413.65K | 421.08K | 463.25K | 459.14K | 439.81K | 454.68K | 472.76K | 497.90K | 550.53K |
| Bank of America Corp | 291.53K | 252.84K | 288.84K | 278.68K | 308.76K | 263.48K | 309.67K | 358.71K | 380.05K | 385.51K | 371.89K | 387.23K | 413.62K | 404.01K | 525.44K | 645.07K | 573.82K | 518.53K | 522.51K | 521.44K |
| UBS Group AG | 119.46K | 156.12K | 158.94K | 166.87K | 174.21K | 178.76K | 172.98K | 188.24K | 165.64K | 194.43K | 186.19K | 180.02K | 186.03K | 241.63K | 274.64K | 199.96K | 204.07K | 279.68K | 256.92K | 454.40K |
| Invesco Ltd | 219.05K | 211.53K | 216.55K | 217.54K | 212.75K | 231.67K | 226.51K | 208.68K | 203.36K | 183.41K | 159.52K | 145.06K | 217.60K | 267.07K | 341.66K | 481.03K | 353.12K | 1.10M | 375.05K | 443.12K |
| Goldman Sachs Group | 218.08K | 183.06K | 258.53K | 299.35K | 283.03K | 179.49K | 234.66K | 244.02K | 212.85K | 201.16K | 167.62K | 167.26K | 185.70K | 215.30K | 184.43K | 160.72K | 219.86K | 537.38K | 306.28K | 438.71K |
| D. E. Shaw & Co | 167.11K | 122.50K | 73.40K | 67.41K | 28.63K | 47.08K | 53.15K | 95.24K | 66.62K | 101.60K | 55.85K | 46.40K | 35.03K | 30.52K | 24.52K | — | — | 5.16K | 6.53K | 438.22K |
| Charles Schwab Investment Management | 269.56K | 279.98K | 284.08K | 287.16K | 291.04K | 297.07K | 302.41K | 315.34K | 318.00K | 326.08K | 336.14K | 351.57K | 349.85K | 358.19K | 376.05K | 364.81K | 395.34K | 407.38K | 405.77K | 408.70K |
| Two Sigma Investments | 127.57K | 49.74K | 43.99K | 33.48K | — | 22.49K | — | — | 47.23K | 71.68K | 92.21K | 46.17K | 25.76K | — | 9.34K | 133.09K | 446.54K | 443.47K | 725.85K | 387.28K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | 64.93K | — | 21.50K | 43.04K | 15.33K | — | 83.03K | 11.23K | — | 29.55K | 382.05K |
| First Eagle Investment Management | — | 35.50K | 82.76K | 119.84K | 134.84K | 139.84K | 239.38K | 383.38K | 526.53K | 527.54K | 570.24K | 598.15K | 621.85K | 591.72K | 433.21K | 415.01K | 340.39K | 306.89K | 311.60K | 346.57K |
| Legal & General Investment Management America | 93.26K | 96.52K | 95.55K | 96.40K | 98.49K | 100.34K | 99.25K | 109.67K | 112.17K | 175.63K | 111.47K | 160.21K | 150.21K | 144.59K | 144.02K | 150.19K | 139.04K | 190.75K | 185.07K | 259.30K |
| Principal Global Investors | 275.64K | 266.39K | 263.89K | 268.44K | 259.00K | 264.11K | 256.83K | 238.94K | 216.85K | 209.97K | 220.44K | 211.72K | 194.63K | 202.03K | 206.78K | 258.51K | 259.75K | 240.45K | 261.37K | 253.90K |
| BNY Mellon | 354.49K | 361.58K | 372.41K | 373.86K | 381.60K | 346.88K | 334.97K | 344.07K | 326.29K | 319.57K | 299.97K | 301.99K | 260.08K | 258.38K | 250.50K | 247.54K | 242.96K | 246.65K | 242.47K | 252.39K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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