RVMD — REVOLUTION MEDICINES INC
As of Q2 2026, 43 SEC-registered investment managers reported holding RVMD (REVOLUTION MEDICINES INC) in their latest 13F filings, with a combined reported value of $8.44B across 82.24M shares. That is +6.7% by share count (+5.17M shares) versus the previous quarter, while reported value moved +17.5%. Ownership is concentrated: the five largest holders account for 62.0% of reported value and the top ten for 83.1%.
Compared with the prior quarter, 4 opened new positions, 24 added to existing stakes, 13 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RVMD 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 |
|---|---|---|---|---|---|
| Farallon Capital Management history | Q2 2026 | 13.55M | $2.54B | 11.78% | Hold |
| Vanguard Group history | Q4 2025 | 16.72M | $1.33B | 0.02% | Add |
| Janus Henderson Group history | Q1 2026 | 9.77M | $949.54M | 0.47% | Reduce |
| Capital World Investors history | Q2 2026 | 4.01M | $750.66M | 0.09% | New |
| Geode Capital Management history | Q2 2026 | 3.94M | $736.81M | 0.04% | Add |
| Wellington Management Group history | Q2 2026 | 3.84M | $719.79M | 0.13% | Reduce |
| Casdin Capital history | Q2 2026 | 2.58M | $482.68M | 24.18% | Hold |
| Norges Bank Investment Management history | Q2 2026 | 2.16M | $404.05M | 0.04% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 2.13M | $399.49M | 0.04% | Reduce |
| MFS Investment Management history | Q2 2026 | 2.01M | $376.83M | 0.13% | New |
| Charles Schwab Investment Management history | Q2 2026 | 1.92M | $359.02M | 0.05% | Add |
| AQR Capital Management history | Q2 2026 | 1.30M | $242.61M | 0.09% | Add |
| Citadel Advisors history | Q2 2026 | 1.21M | $227.06M | 0.03% | Add |
| Northern Trust Corp history | Q2 2026 | 1.12M | $209.21M | 0.02% | Add |
| Bank of America Corp history | Q2 2026 | 983.91K | $184.27M | 0.01% | Add |
| Deutsche Bank AG history | Q2 2026 | 888.02K | $166.31M | 0.05% | Add |
| Two Sigma Investments history | Q2 2026 | 737.70K | $138.16M | 0.11% | Reduce |
| BNY Mellon history | Q2 2026 | 601.06K | $112.57M | 0.02% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 381.37K | $71.42M | 0.01% | Add |
| National Pension Service of Korea history | Q2 2026 | 273.60K | $51.24M | 0.03% | New |
New Positions (Q2 2026)
- Capital World Investors 4.01M sh · $750.66M
- MFS Investment Management 2.01M sh · $376.83M
- National Pension Service of Korea 273.60K sh · $51.24M
- JPMorgan Chase & Co 76.80K sh · $14.79M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 9.77M sh · $949.54M
- CPP Investments sold 89.00K sh · $8.66M
- Davidson Kempner Capital Management sold 27.07K sh · $2.63M
- Renaissance Technologies sold 6.20K sh · $602.95K
- Principal Global Investors sold 4.57K sh · $444.14K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Farallon Capital Management | 2.75M | 2.75M | 3.25M | 3.25M | 2.50M | 1.70M | 3.28M | 2.78M | 3.33M | 6.74M | 7.51M | 9.76M | 11.32M | 13.25M | 13.53M | 14.33M | 14.63M | 14.58M | 13.60M | 13.55M |
| Capital World Investors | 1.23M | 1.23M | 1.23M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.01M |
| Geode Capital Management | 1.08M | 1.10M | 1.12M | 1.17M | 1.38M | 1.45M | 1.73M | 1.95M | 2.07M | 2.98M | 3.05M | 3.34M | 3.63M | 4.09M | 4.14M | 2.99M | 3.15M | 3.16M | 3.34M | 3.94M |
| Wellington Management Group | 4.54M | 4.51M | 4.08M | 6.17M | 7.38M | 8.87M | 10.43M | 10.29M | 10.57M | 14.88M | 14.71M | 13.66M | 11.40M | 10.82M | 11.79M | 10.26M | 9.81M | 6.99M | 6.03M | 3.84M |
| Casdin Capital | 2.80M | 2.37M | 2.37M | 2.37M | 2.52M | 2.52M | 1.81M | 1.81M | 1.81M | 5.71M | 5.62M | 4.41M | 4.11M | 3.70M | 3.70M | 2.89M | 2.65M | 2.58M | 2.58M | 2.58M |
| Norges Bank Investment Management | — | — | — | — | — | 622.64K | — | — | — | 281.70K | — | 1.85M | — | 1.74M | — | 1.70M | — | 2.46M | — | 2.16M |
| Goldman Sachs Group | 973.90K | 694.20K | 869.51K | 889.50K | 1.04M | 1.00M | 1.14M | 697.68K | 627.45K | 1.05M | 1.12M | 1.45M | 2.35M | 2.63M | 2.16M | 2.15M | 780.03K | 2.53M | 2.19M | 2.13M |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.01M |
| Charles Schwab Investment Management | 425.84K | 431.08K | 444.21K | 444.40K | 540.37K | 563.09K | 657.23K | 711.11K | 766.67K | 1.04M | 1.05M | 1.11M | 1.76M | 1.93M | 1.93M | 1.60M | 1.64M | 1.68M | 1.74M | 1.92M |
| AQR Capital Management | — | — | — | — | — | — | — | — | 9.60K | 19.98K | — | 12.83K | 15.25K | 15.55K | 12.14K | 15.02K | 70.29K | 127.17K | 116.79K | 1.30M |
| Citadel Advisors | 123.42K | 410.31K | 66.80K | 197.06K | 78.95K | 184.34K | 15.82K | 20.50K | 273.76K | 969.56K | 620.30K | 435.24K | 407.04K | 338.96K | 270.27K | 1.67M | 1.39M | 1.44M | 1.00M | 1.21M |
| Northern Trust Corp | 559.67K | 561.05K | 629.85K | 639.16K | 656.96K | 675.67K | 785.56K | 917.69K | 933.12K | 1.27M | 1.21M | 1.18M | 1.31M | 1.54M | 1.53M | 856.62K | 859.55K | 850.32K | 954.26K | 1.12M |
| Bank of America Corp | 20.36K | 32.51K | 210.57K | 105.46K | 217.38K | 441.42K | 941.73K | 218.48K | 320.38K | 246.01K | 544.09K | 400.57K | 428.12K | 401.04K | 446.56K | 576.68K | 753.87K | 879.85K | 614.16K | 983.91K |
| Deutsche Bank AG | 89.36K | 90.26K | 86.51K | 83.67K | 82.47K | 86.55K | 106.28K | 46.62K | 53.00K | 117.83K | 96.86K | 91.53K | 112.39K | 177.38K | 153.35K | 30.12K | 32.09K | 32.22K | 465.76K | 888.02K |
| Two Sigma Investments | 113.43K | 127.44K | 140.88K | 54.50K | 138.45K | 27.20K | 103.76K | 74.30K | 74.31K | 89.96K | 25.16K | 22.76K | 22.89K | — | — | — | 9.11K | 421.74K | 1.56M | 737.70K |
| BNY Mellon | 268.21K | 268.56K | 261.81K | 198.01K | 257.87K | 259.27K | 292.61K | 411.54K | 420.37K | 581.22K | 529.41K | 645.25K | 532.31K | 569.01K | 582.72K | 494.61K | 529.27K | 542.07K | 635.37K | 601.06K |
| Legal & General Investment Management America | 43.07K | 43.07K | 43.86K | 44.31K | 53.00K | 62.73K | 75.78K | 74.87K | 76.45K | 108.68K | 106.13K | 130.72K | 132.79K | 130.66K | 166.74K | 162.83K | 155.39K | 153.38K | 341.15K | 381.37K |
| National Pension Service of Korea | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 273.60K |
| Baillie Gifford & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 194.96K | 187.07K | 263.47K |
| Marshall Wace | — | 1.03K | 157.00K | — | — | — | — | — | 86.09K | 1.21M | 1.54M | 816.05K | 1.06M | 1.50M | 187.19K | 27.68K | 161.10K | 386.19K | 216.66K | 244.54K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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