CYDY · CytoDyn Inc. · Holdings

$0.23 +0.00 (+1.68%) At close · Nov 6

Market Cap

$337.99M

1.47B

Volume · Nov 6 1.59M Avg daily vol (3M) 1.75M

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 CYDY: 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.

Quarter:

Holders: 5

Total Value: $26,088

Total Shares: 120,689

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 6 13F filers

Top Holder

31.0%

of institutional value

Top 5

97.3%

of institutional value

Top 10

100.0%

of institutional value

HHI

2,383

Moderately concentrated

Who Holds CYDY

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: 6 filers, like-for-like change -53.6%; actively managed books -53.6%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	52.0%	4	-67.7%	0	2
Unknown	48.0%	2	-12.4%	0	1

Style	Share	Filers	Change	New	Exited
Concentrated	32.0%	3	-18.2%	0	2
Diversified active	68.0%	3	-61.5%	0	1

Turnover	Share	Filers	Change	Exited
Low turnover	93.6%	5	-55.3%	3
Medium turnover	6.4%	1	0.0%	0
High turnover	0.0%	0	—	0

Holding horizon	Share	Filers	Change	Exited
Long horizon	97.3%	5	-6.5%	1
Medium horizon	0.0%	0	-100.0%	2
Unknown	2.7%	1	0.0%	0

13F book size	Share	Filers	Change	Exited
Under $1B	32.0%	3	-18.2%	2
$1B to $10B	68.0%	3	-61.5%	1
$10B to $100B	0.0%	0	—	0

Client base	Share	Filers	Change	Exited
Individuals and high net worth	42.9%	2	-71.7%	2
Pooled investment vehicles	2.7%	1	0.0%	0
Corporations	6.4%	1	0.0%	0
Unknown	48.0%	2	-12.4%	1

Private funds	Share	Filers	Change	Exited
Hedge funds	30.5%	1	0.0%	0
Private equity funds	2.7%	1	0.0%	0
No private funds	18.8%	2	-85.3%	2
Real estate funds	0.0%	0	—	0
Unknown	48.0%	2	-12.4%	1

Location	Share	Filers	Change	New	Exited
United States	100.0%	6	-53.6%	0	3

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

6 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

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

0.004%

of shares outstanding, not ranked: fewer than 10 13F filers, too few to rank

Mar 31, 2026: 0.004%

Private-fund advisers

0.004%

of shares outstanding

Institutional ownership

0.011%

of shares outstanding

Top 10 holders

100.0%

of 13F shares, Herfindahl 0.238

Active holders

-53.6%

like-for-like share change of active filers

5% stakes on record

0 13D, 1 13G (0 institutional, 1 passive, 0 exempt)

How long holders have held it value-weighted 15.2 quarters

Under 1 year 0.000% 1 to 3 years 59.8% 3 years or more 40.2% 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

$1.78

estimated per share

Mar 31, 2026: $0.98

Quarter-end price

$0.24

implied by 13F values

Estimated gain or loss

-86.5%

price against the estimated cost

Estimated at a loss

40.2%

of costed 13F value

Estimated cost covers 100.0% 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 CYDY's active holders also own, quarter ended Sep 30, 2025

#	Company	Shared holders	Similarity
1	PM Philip Morris International Inc.	3	0.033
2	KO Coca Cola Co	3	0.029
3	PG PROCTER & GAMBLE Co	3	0.025
4	LLY ELI LILLY & Co	3	0.025
5	WMT Walmart Inc.	3	0.025
6	HD Home Depot, Inc.	3	0.025
7	XOM ExxonMobil Holdings Corp	3	0.024
8	JNJ Johnson & Johnson	3	0.024
9	V Visa Inc.	3	0.024
10	BRK-B Berkshire Hathaway Inc	3	0.023

Shareholder Targets

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

Found through its holder-overlap peers: PM, KO, PG, LLY, WMT, HD, XOM, JNJ, V, BRK-B, JPM, NVDA, AMZN, AAPL, GOOGL, MSFT. 6,631 filers in all.

#	Filer	In peers	Of book	Largest peers
1	VANGUARD GROUP INC Registered adviser, Index-like	$2,089,153,764,057 16 held	31.3%	NVDA, MSFT, AAPL
2	BlackRock, Inc. Holding company, Index-like	$1,735,962,255,945 16 held	30.7%	NVDA, MSFT, AAPL
3	STATE STREET CORP Bank, Index-like	$926,257,875,422 16 held	32.2%	NVDA, MSFT, AAPL
4	FMR LLC Holding company, Diversified active	$639,299,194,276 16 held	33.4%	NVDA, MSFT, GOOGL
5	GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like	$535,205,939,320 16 held	34.1%	NVDA, MSFT, AAPL
6	JPMORGAN CHASE & CO Bank, Diversified active	$388,615,532,301 16 held	24.9%	NVDA, MSFT, AAPL
7	MORGAN STANLEY Holding company, Diversified active	$379,530,576,238 16 held	23.3%	MSFT, NVDA, AAPL
8	PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active	$326,081,057,704 16 held	35.3%	NVDA, MSFT, AAPL
9	NORTHERN TRUST CORP Bank, Index-like	$243,482,901,782 16 held	31.2%	NVDA, MSFT, AAPL
10	BANK OF AMERICA CORP /DE/ Bank, Diversified active	$223,614,282,354 16 held	17.1%	MSFT, NVDA, AAPL

Holder type: Registered adviser 4 Unknown 1

Showing 5 of 5

All Common Calls Puts

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Holder

Value (USD)

% of 13F

Williams Jones Wealth Management, LLC.

$13,120

50.29%

64,001

Next Capital Management LLC

$6,000

23.00%

25,000

HORIZON FINANCIAL SERVICES, LLC

$3,731

14.30%

18,200

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

Manager	Shares	Value (USD)	% of position	Discretion
Advisory Alpha, LLC	18,200	$3,731	100.0%	Sole

Ancora Advisors LLC

$2,277

8.73%

9,488

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

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	9,488	$2,277	100.0%	Sole

CAZ INVESTMENTS LP

$960

3.68%

4,000

Key facts CIK 1175680 CUSIP 23283M101 13F (30d) 3 filings 3 filers Visit website Investor relations