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ANIX · Anixa Biosciences Inc · Holdings

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$3.18 +0.15 (+4.79%) At close · Nov 6
Rebalance outlook locked
Market Cap
$110.38M
Shares
34.76M
Volume · Nov 6 121.65K Avg daily vol (3M) 277.39K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of ANIX: 13F, 13D and 13G, insiders and funds →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 70
Total Value: $15,346,697
Total Shares: 5,439,641

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 66 13F filers
Top Holder
24.6%
Sep 2023 → Jun 2026 · range 23.7% – 34.2%
of institutional value
Top 5
62.8%
Sep 2023 → Jun 2026 · range 59.8% – 73.6%
of institutional value
Top 10
81.2%
Sep 2023 → Jun 2026 · range 76.0% – 86.0%
of institutional value
HHI
1,072
Sep 2023 → Jun 2026 · range 1,038 – 1,677
Broadly held

Who Holds ANIX

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 64 filers, like-for-like change +5.2%; actively managed books +8.3%; index-like books +1.4%.

Holder type Share Filers Change
Registered adviser 43.0% 28 +5.4%
Exempt adviser 6.1% 1 +89.6%
Adviser 0.0% 0 —
Bank 16.7% 11 +4.5%
Broker-dealer 2.3% 2 +54.4%
Non-US 0.3% 2 -1.1%
Holding company 3.8% 3 +10.9%
Benefit plan 0.0% 0 —
Unknown 27.7% 17 -7.1%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Conviction and Crowding

64 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.000%
Mar 31, 2026: 0
Crowding
1.86%
of shares outstanding, 7th percentile
Mar 31, 2026: 1.63%
Private-fund advisers
1.82%
of shares outstanding
Institutional ownership
15.7%
16.6% of the estimated free float
Top 10 holders
82.0%
of 13F shares, Herfindahl 0.109
Active holders
+8.3%
like-for-like share change of active filers
5% stakes on record
2
2 13D, 0 13G
How long holders have held it value-weighted 10.7 quarters
Under 1 year 32.8% 1 to 3 years 38.5% 3 years or more 28.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$3.20
estimated per share
Mar 31, 2026: $3.30
Quarter-end price
$2.80
implied by 13F values
Estimated gain or loss
-12.6%
price against the estimated cost
Estimated at a loss
94.5%
of costed 13F value

Estimated cost covers 46.2% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies ANIX's active holders also own, quarter ended Sep 30, 2025
# Company Shared holders
1 SBUX Starbucks Corp 3
2 GS Goldman Sachs Group Inc 4
3 PLTR Palantir Technologies Inc. 4
4 INTU Intuit Inc. 3
5 ECNS iShares MSCI China Small-Cap ETF 3
6 IBM International Business Machines Corp 4
7 NVDA Nvidia Corp 5
8 AMD Advanced Micro Devices Inc 3
9 AAPL Apple Inc. 5
10 PG PROCTER & GAMBLE Co 4

Shareholder Targets

13F filers that own its peers but not ANIX, quarter ended Sep 30, 2025

Found through its holder-overlap peers: SBUX, GS, PLTR, INTU, ECNS, IBM, NVDA, AMD, AAPL, PG, PM, HD, XOM, VZ, BRK-B, JPM, ABT, AMZN, MSFT, CVX. 6,566 filers in all.

# Filer In peers
1 FMR LLC Holding company, Diversified active $526,751,018,485 20 held
2 JPMORGAN CHASE & CO Bank, Diversified active $341,678,812,116 20 held
3 PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active $275,851,840,073 20 held
4 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like $143,501,916,436 19 held
5 Capital Research Global Investors Adviser, Diversified active $140,590,493,892 19 held
6 Legal & General Group Plc Unknown, Index-like $133,933,272,443 20 held
7 GOLDMAN SACHS GROUP INC Holding company, Index-like $132,803,239,010 20 held
8 Capital World Investors Adviser, Diversified active $128,842,894,448 18 held
9 Capital International Investors Adviser, Diversified active $127,639,056,703 13 held
10 Invesco Ltd. Adviser, Diversified active $115,216,783,700 19 held

Fund Ownership of ANIX by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 5.02% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 1.00% 346,162
Index ETFs 4.02% 1,398,299
Active ETFs 0.00% 0
Active funds 0.02% 7,205
Unclassified 0.00% 0
All registered funds 5.04% 1,751,666
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 32 Exempt adviser 1 Adviser 1 Bank 11 Broker-dealer 2 Non-US 2 Holding company 3 Unknown 18
Showing 70 of 70
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
VANGUARD CAPITAL MANAGEMENT LLC $3,723,585 24.26% 1,329,852
UBS Group AG $1,639,203 10.68% 585,430
Laird Norton Wetherby Trust Company, LLC $1,620,435 10.56% 578,727
D.A. DAVIDSON & CO. $1,450,200 9.45% 494,949
GEODE CAPITAL MANAGEMENT, LLC $1,005,742 6.55% 359,194
MARSHALL WACE, LLP $919,329 5.99% 328,332
BlackRock, Inc. $559,313 3.64% 199,755
VANGUARD FIDUCIARY TRUST CO $538,596 3.51% 192,356
STATE STREET CORP $445,312 2.90% 159,040
GSA CAPITAL PARTNERS LLP $328,902 2.14% 117,465
LPL Financial LLC $312,298 2.03% 111,535
NORTHERN TRUST CORP $193,858 1.26% 69,235
CoreCap Advisors, LLC $181,718 1.18% 62,020
RENAISSANCE TECHNOLOGIES LLC $166,244 1.08% 59,373
Bank of New York Mellon Corp $139,003 0.91% 47,442
Westside Investment Management, Inc. $125,990 0.82% 43,000
Kestra Advisory Services, LLC $118,665 0.77% 40,500
HighTower Advisors, LLC $115,220 0.75% 41,150
SUSQUEHANNA INTERNATIONAL GROUP, LLP $112,280 0.73% 40,100
First Affirmative Financial Network $105,480 0.69% 36,000
Corient Private Wealth LLC $104,720 0.68% 37,400
Gemmer Asset Management LLC $102,550 0.67% 35,000
Modern Wealth Management, LLC $89,600 0.58% 32,000
CITADEL ADVISORS LLC $89,283 0.58% 31,887
Vontobel Holding Ltd. $87,900 0.57% 30,000
CIBC Bancorp USA Inc. $74,480 0.49% 26,600
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $65,925 0.43% 22,500
KEYBANK NATIONAL ASSOCIATION/OH $46,323 0.30% 15,810
Robertson Stephens Wealth Management, LLC $45,851 0.30% 15,649
Dakota Wealth Management $42,000 0.27% 15,000
AXQ CAPITAL, LP $40,972 0.27% 14,633
World Investment Advisors $40,933 0.27% 14,619
CONTINUUM WEALTH ADVISORS, LLC $40,293 0.26% 13,752
Cetera Investment Advisers $38,500 0.25% 13,750
GROUP ONE TRADING LLC $37,886 0.25% 13,531
CANADA PENSION PLAN INVESTMENT BOARD $37,800 0.25% 13,500
JANE STREET GROUP, LLC $37,240 0.24% 13,300
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $35,834 0.23% 12,798
Simplicity Wealth,LLC $35,160 0.23% 12,000
NewEdge Wealth, LLC $35,000 0.23% 12,500
WELLS FARGO & COMPANY/MN $33,600 0.22% 12,000
BENJAMIN EDWARDS INC $31,360 0.20% 11,200
Integrated Wealth Concepts LLC $30,478 0.20% 10,885
Aptus Capital Advisors, LLC $30,478 0.20% 10,885
Vanguard Global Advisers, LLC $30,041 0.20% 10,729
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $29,400 0.19% 10,500
Cherry Creek Investment Advisors, Inc. $29,376 0.19% 10,026
Sanctuary Advisors, LLC $29,260 0.19% 10,450
Private Advisor Group, LLC $28,618 0.19% 10,221
STALEY CAPITAL ADVISERS INC $28,000 0.18% 10,000
BFC Planning, Inc. $28,000 0.18% 10,000
MORGAN STANLEY $17,199 0.11% 6,143
DeDora Capital, Inc. $14,650 0.10% 5,000
JONES FINANCIAL COMPANIES LLLP $12,675 0.08% 4,527
PNC FINANCIAL SERVICES GROUP, INC. $8,509 0.06% 3,039
JPMORGAN CHASE & CO $5,852 0.04% 2,090
Livelsberger Financial Advisory $4,787 0.03% 1,634
North Star Investment Management Corp. $4,395 0.03% 1,500
ROYAL BANK OF CANADA $4,191 0.03% 1,497
Ancora Advisors LLC $3,570 0.02% 1,275
SBI Securities Co., Ltd. $3,428 0.02% 1,170
IFP Advisors, Inc $1,992 0.01% 680
Parkside Financial Bank & Trust $1,763 0.01% 602
Federation des caisses Desjardins du Quebec $1,680 0.01% 600
Larson Financial Group LLC $1,465 0.01% 500
US BANCORP \DE\ $1,172 0.01% 400
BARCLAYS PLC $607 0.00% 217
Arax Advisory Partners $280 0.00% 100
OSAIC HOLDINGS, INC. $140 0.00% 50
Caitong International Asset Management Co., Ltd $108 0.00% 37
Key facts CIK 715446 CUSIP 03528H109 13F (30d) 25 filings 25 filers Visit website Investor relations