BIVI · Biovie Inc.

$2.28 +0.12 (+5.56%) At close · Aug 31

Market Cap

$17.20M

7.54M

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.

Quarter:

Holders: 41

Total Value: $2,855,412

Total Shares: 3,785,604

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 41 13F filers · Δ vs Mar 31, 2026

Top Holder

41.1%

+5.2 pts

Top 5

78.6%

+10.2 pts

Top 10

94.0%

+1.4 pts

HHI

2,195

Moderately concentrated+495

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +97.8%

Shares held: +16.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+530,250	605,471
Small Warberg Asset Management LLC	+156,797	613,426
Large RENAISSANCE TECHNOLOGIES LLC	+60,000	127,918
Mega CITADEL ADVISORS LLC	+50,660	95,952
Mega JANE STREET GROUP, LLC	+13,069	35,860

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Diametric Capital, LP	−113,364	1,006,636
Mid PRELUDE CAPITAL MANAGEMENT, LLC	−59,480	219,204
Mid PHILADELPHIA TRUST CO	−25,000	50,010
Mega GEODE CAPITAL MANAGEMENT, LLC	−13,451	70,752
Mega VANGUARD CAPITAL MANAGEMENT LLC	−13,161	70,906

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Persistent Asset Partners Ltd	14,996	$29,092
Large Cambridge Investment Research Advisors, Inc.	13,816	$26,803
Mid Caprock Group, LLC	11,300	$21,922
Mid Integrated Wealth Concepts LLC	86	$166
Large FIFTH THIRD BANCORP	4	$7

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large HRT FINANCIAL LP	23,482	$32,874
Mega CITIGROUP INC	3,164	$4,429
Mega Vanguard Global Advisers, LLC	57	$79
Small ARMSTRONG ADVISORY GROUP, INC	65,900	$0

Filter: New 5 Increased 11 Reduced 12 Sold out 4 Unchanged 13

Showing 43 of 43

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$1,174,613

41.14%

605,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	605,471	$1,174,613	100.0%	Defined

Diametric Capital, LP

$497,873

17.44%

256,636

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thakore Nainoor	256,636	$497,873	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$248,160

8.69%

127,918

CITADEL ADVISORS LLC

$186,146

6.52%

95,952

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	95,952	$186,146	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$137,557

4.82%

70,906

GEODE CAPITAL MANAGEMENT, LLC

$137,257

4.81%

70,752

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	15,301	$29,683	21.6%	Defined
Held directly	55,451	$107,574	78.4%	Defined

PHILADELPHIA TRUST CO

$97,019

3.40%

50,010

VANGUARD FIDUCIARY TRUST CO

$72,860

2.55%

37,557

JANE STREET GROUP, LLC

$69,567

2.44%

35,860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	17,254	$33,472	48.1%	Defined
Jane Street Global Trading, LLC	18,606	$36,095	51.9%	Defined

PRELUDE CAPITAL MANAGEMENT, LLC

$63,211

2.21%

32,583

NORTHERN TRUST CORP

$42,330

1.48%

21,820

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	21,820	$42,330	100.0%	Defined

Persistent Asset Partners Ltd

$29,092

1.02%

14,996

XTX Topco Ltd

$27,602

0.97%

14,228

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	14,228	$27,602	100.0%	Defined

Cambridge Investment Research Advisors, Inc.

$26,803

0.94%

13,816

Caprock Group, LLC

$21,922

0.77%

11,300

Allworth Financial LP

$10,864

0.38%

5,600

UBS Group AG

$4,219

0.15%

2,175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	2,175	$4,219	100.0%	Defined

Tower Research Capital LLC (TRC)

$4,004

0.14%

2,064

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,064	$4,004	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$1,940

0.07%

1,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	1,000	$1,940	100.0%	Defined

SBI Securities Co., Ltd.

$1,681

0.06%

867

ROYAL BANK OF CANADA

$388

0.01%

200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	200	$388	100.0%	Defined

Integrated Wealth Concepts LLC

$166

0.01%

Caitong International Asset Management Co., Ltd

$27

0.00%

WELLS FARGO & COMPANY/MN

$19

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	10	$19	100.0%	Defined

NewEdge Advisors, LLC

$19

0.00%

Tradewinds Capital Management, LLC

$19

0.00%

OSAIC HOLDINGS, INC.

$15

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	8	$15	100.0%	Defined

Financial Perspectives, Inc

$11

0.00%

JPMORGAN CHASE & CO

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities plc	5	$9	100.0%	Defined

FIFTH THIRD BANCORP

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	4	$7	100.0%	Defined

HARBOUR INVESTMENTS, INC.

0.00%

GILL CAPITAL PARTNERS, LLC

0.00%

ALBION FINANCIAL GROUP /UT

0.00%

FMR LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	1	$1	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

0.00%

DANSKE BANK A/S

0.00%

MYDA Advisors LLC BIVIW

—

159,800

HEIGHTS CAPITAL MANAGEMENT, INC BIVIW

—

90,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CVI Investments, Inc.	90,000	$0	—	Other

Warberg Asset Management LLC BIVIW

—

613,426

Diametric Capital, LP BIVIW

—

750,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thakore Nainoor	750,000	$0	—	Defined

TWO SIGMA SECURITIES, LLC BIVIW

—

13,884

ARMISTICE CAPITAL, LLC BIVIW

—

500,000

PRELUDE CAPITAL MANAGEMENT, LLC BIVIW

—

186,621

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	3,164	$4,429	100.0%	Defined

Key facts CIK 1580149 CUSIP 09074F504 13F (30d) 38 filings 36 filers Visit website Investor relations