BIVI — BIOVIE INC
Reported value held$4.51M
Funds holding (latest)25
SectorHealth Care
Funds holding (Q2 2026)10
Institutional value$1.79M · 925.10K sh
New / Add / Cut / Exit2 / 5 / 2 / 1
Top-5 / Top-10 concentration99.7% / 100.0%
Institutional holdings change
Accumulating +217.9%
(+634.08K sh)
Institutional value change
Up +340.5%
As of Q2 2026, 10 SEC-registered investment managers reported holding BIVI (BIOVIE INC) in their latest 13F filings, with a combined reported value of $1.79M across 925.10K shares. That is +217.9% by share count (+634.08K shares) versus the previous quarter, while reported value moved +340.5%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BIVI 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.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 605.47K | $1.17M | 0.00% | Add |
| Renaissance Technologies history | 127.92K | $248.16K | 0.00% | Add |
| Citadel Advisors history | 95.95K | $186.15K | 0.00% | Add |
| Geode Capital Management history | 70.75K | $137.26K | 0.00% | Reduce |
| Northern Trust Corp history | 21.82K | $42.33K | 0.00% | Add |
| UBS Group AG history | 2.17K | $4.22K | 0.00% | Add |
| PNC Financial Services history | 1.00K | $1.94K | 0.00% | Hold |
| Wells Fargo & Co history | 10 | $19 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5 | $10 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1 | $2 | 0.00% | New |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 84.20K | $117.88K | 0.00% | Add |
| Morgan Stanley history | 75.22K | $105.31K | 0.00% | Add |
| Renaissance Technologies history | 67.92K | $95.08K | 0.00% | Add |
| Citadel Advisors history | 45.29K | $63.41K | 0.00% | Add |
| Northern Trust Corp history | 14.19K | $19.86K | 0.00% | Hold |
| Citigroup Inc history | 3.16K | $4.43K | 0.00% | New |
| PNC Financial Services history | 1.00K | $1.40K | 0.00% | Hold |
| Wells Fargo & Co history | 27 | $38 | 0.00% | Reduce |
| UBS Group AG history | 6 | $8 | 0.00% | Reduce |
Q4 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 213.53K | $247.70K | 0.00% | Add |
| Morgan Stanley history | 60.22K | $69.86K | 0.00% | Add |
| Geode Capital Management history | 55.38K | $64.24K | 0.00% | Add |
| Renaissance Technologies history | 28.02K | $32.50K | 0.00% | Reduce |
| Two Sigma Investments history | 21.41K | $24.84K | 0.00% | Reduce |
| Citadel Advisors history | 18.15K | $21.05K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 16.29K | $18.90K | 0.00% | New |
| Northern Trust Corp history | 14.19K | $16.46K | 0.00% | New |
| PNC Financial Services history | 1.00K | $1.16K | 0.00% | Hold |
| UBS Group AG history | 771 | $895 | 0.00% | Reduce |
| Bank of America Corp history | 125 | $145 | 0.00% | Add |
| Wells Fargo & Co history | 29 | $34 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5 | $6 | 0.00% | Hold |
Q3 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 128.93K | $244.97K | 0.00% | Reduce |
| Citadel Advisors history | 104.53K | $198.61K | 0.00% | New |
| Renaissance Technologies history | 72.92K | $138.54K | 0.00% | New |
| Geode Capital Management history | 52.37K | $99.51K | 0.00% | Reduce |
| Two Sigma Investments history | 32.51K | $61.76K | 0.00% | New |
| Morgan Stanley history | 30.30K | $57.56K | 0.00% | Add |
| UBS Group AG history | 2.92K | $5.55K | 0.00% | Reduce |
| PNC Financial Services history | 1.00K | $1.90K | 0.00% | New |
| Bank of America Corp history | 121 | $230 | 0.00% | Reduce |
| Wells Fargo & Co history | 44 | $84 | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5 | $10 | 0.00% | Reduce |
Q2 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 552.37K | $510.94K | 0.00% | Add |
| Geode Capital Management history | 139.40K | $128.95K | 0.00% | Add |
| UBS Group AG history | 122.19K | $113.03K | 0.00% | Add |
| Northern Trust Corp history | 20.04K | $18.54K | 0.00% | Add |
| Morgan Stanley history | 5.53K | $5.11K | 0.00% | Add |
| Morgan Stanley history | 5.53K | $5.11K | 0.00% | Add |
| Citigroup Inc history | 5.51K | $5.10K | 0.00% | New |
| Bank of America Corp history | 709 | $655 | 0.00% | Add |
| Wells Fargo & Co history | 395 | $365 | 0.00% | Reduce |
| BlackRock Inc history | 97 | $90 | 0.00% | Hold |
| BlackRock Inc history | 97 | $90 | 0.00% | Hold |
| JPMorgan Chase & Co history | 30 | $28 | 0.00% | Hold |
| JPMorgan Chase & Co history | 30 | $28 | 0.00% | Hold |
Q1 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 536.64K | $525.90K | 0.00% | Add |
| Geode Capital Management history | 138.02K | $135.26K | 0.00% | Add |
| UBS Group AG history | 49.81K | $48.81K | 0.00% | Add |
| Two Sigma Investments history | 21.61K | $21.18K | 0.00% | Reduce |
| Two Sigma Investments history | 21.61K | $21.18K | 0.00% | Reduce |
| Northern Trust Corp history | 15.30K | $14.99K | 0.00% | Reduce |
| Morgan Stanley history | 4.86K | $4.76K | 0.00% | Reduce |
| Morgan Stanley history | 4.86K | $4.76K | 0.00% | Reduce |
| Wells Fargo & Co history | 1.40K | $1.37K | 0.00% | Reduce |
| Bank of America Corp history | 190 | $186 | 0.00% | Add |
| BlackRock Inc history | 97 | $95 | 0.00% | Hold |
| BlackRock Inc history | 97 | $95 | 0.00% | Hold |
| JPMorgan Chase & Co history | 30 | $29 | 0.00% | Hold |
| JPMorgan Chase & Co history | 30 | $29 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5 sh · $10
- Fidelity Management & Research (FMR) 1 sh · $2
Fully Exited (vs previous quarter)
- Citigroup Inc sold 3.16K sh · $4.43K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 605.47K | 75.22K | 60.22K | 30.30K | 5.53K | 4.86K | 25.13K | 2.76K | 12.37K | 24.60K | 83.03K | 55.33K | 36.80K | 27.36K | 22.35K | 2.10K | 1.50K | 1.50K | 1.50K | 80 |
| Renaissance Technologies | 127.92K | 67.92K | 28.02K | 72.92K | — | — | — | — | — | 347.40K | — | — | — | — | 297.30K | 23.50K | 16.00K | — | — | 53.10K |
| Citadel Advisors | 95.95K | 45.29K | 18.15K | 104.53K | — | — | — | — | 27.90K | 96.10K | 102.83K | 40.27K | 40.90K | 33.39K | 15.20K | — | — | — | — | — |
| Geode Capital Management | 70.75K | 84.20K | 55.38K | 52.37K | 139.40K | 138.02K | 123.41K | 38.17K | 231.66K | 247.11K | 187.59K | 138.41K | 151.47K | 120.20K | 76.59K | 39.44K | 39.44K | 34.39K | 28.37K | 18.95K |
| Northern Trust Corp | 21.82K | 14.19K | 14.19K | — | 20.04K | 15.30K | 16.88K | — | 91.18K | 115.46K | 108.92K | 40.99K | 43.20K | 20.06K | 12.62K | — | — | — | — | — |
| UBS Group AG | 2.17K | 6 | 771 | 2.92K | 122.19K | 49.81K | 48.33K | 45 | 459 | 22.39K | 13.46K | 3.40K | 4.87K | 3.40K | 3.56K | 928 | 257 | 2.11K | 2.12K | 90 |
| PNC Financial Services | 1.00K | 1.00K | 1.00K | 1.00K | — | — | — | — | 474 | 421 | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 10 | 27 | 29 | 44 | 395 | 1.40K | 1.54K | 550 | 5.50K | 9.39K | 8.61K | 6.20K | 6.94K | 5.58K | 7.04K | 2.69K | 2.68K | 2.68K | 30 | 30 |
| JPMorgan Chase & Co | 5 | — | 5 | 5 | 30 | 30 | 30 | 77 | 12.67K | 2.44K | 2.16K | 2.15K | 2.65K | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1 | — | 16.29K | — | — | — | — | — | 2.94K | 6.18K | 173 | 372 | 79 | — | — | — | — | — | — | — |
| BlackRock Inc | — | — | — | — | 97 | 97 | 97 | 98 | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | 21.41K | 32.51K | — | 21.61K | 28.71K | — | 14.05K | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 125 | 121 | 709 | 190 | 181 | 112 | 21.55K | 35.08K | 36.45K | 67.51K | 8.35K | 24.60K | 18.46K | — | — | 2.20K | — | 1.09K |
| Citigroup Inc | — | 3.16K | — | — | 5.51K | — | 2 | 4 | 1.89K | 2.71K | 2.02K | 26 | 988 | 2.56K | 2.14K | — | — | — | — | — |
| Vanguard Group | — | — | 213.53K | 128.93K | 552.37K | 536.64K | 90.28K | 56.84K | 568.37K | 644.58K | 351.85K | 199.82K | 178.76K | 153.28K | 43.34K | 34.78K | 164.48K | 164.48K | 164.48K | 164.48K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | 61.56K | — | — | — | — | 24.11K | — | — | — | — | — | — |
| AQR Capital Management | — | — | — | — | — | — | — | — | 20.15K | — | — | 14.79K | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | 15.96K | 16.30K | 15.96K | 32.72K | 20.89K | — | — | — | — | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.60K |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | 193.42K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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