RCEL · AVITA Medical, Inc. · Holdings

$15.65 -1.06 (-6.34%) At close · Oct 30 Q2 2026 earnings call transcript

Market Cap

$484.01M

30.93M

Volume · Oct 30 597.05K Avg daily vol (3M) 484.46K

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 RCEL: 13F, 13D and 13G, insiders and funds →

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: 71

Total Value: $21,123,960

Total Shares: 5,009,899

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 74 13F filers

Top Holder

26.8%

of institutional value

Top 5

58.2%

of institutional value

Top 10

74.3%

of institutional value

HHI

1,061

Broadly held

Who Holds RCEL

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: 73 filers, like-for-like change -14.7%; actively managed books +27.1%; index-like books -30.6%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	54.3%	36	-11.6%	11	11
Exempt adviser	8.2%	2	+665.1%	1	0
Adviser	0.6%	1	+0.9%	0	0
Bank	7.0%	9	-55.8%	0	2
Non-US	1.1%	2	+54.2%	0	1
Holding company	17.8%	5	-38.3%	1	0
Benefit plan	0.0%	0	-100.0%	0	1
Insurer	0.0%	0	—	0	0
Unknown	11.0%	18	+42.6%	7	9

Style	Share	Filers	Change	New	Exited
Index-like	58.9%	10	-30.6%	0	5
Systematic-like	4.3%	6	+293.2%	4	1
Concentrated	1.5%	11	+76.2%	3	3
Diversified active	35.3%	46	+16.1%	13	15
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	42.6%	44	-33.4%	8	16
Medium turnover	13.6%	10	-24.2%	1	4
High turnover	12.6%	14	+398.7%	9	3
Unknown	31.2%	5	-5.0%	2	1
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	34.2%	11	+3.1%	7	1
Medium horizon	13.9%	10	-47.6%	1	6
Long horizon	43.5%	49	-3.0%	10	14
Unknown	8.4%	3	-33.9%	2	3
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	1.7%	11	-1.6%	4	3
$1B to $10B	5.2%	16	-65.2%	4	9
$10B to $100B	12.3%	18	+207.5%	10	5
$100B or more	80.8%	28	-16.3%	2	7
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	7.5%	20	+145.1%	6	5
Pooled investment vehicles	5.6%	8	-59.6%	5	1
Registered funds and BDCs	34.6%	4	-16.9%	0	2
Pension and profit sharing plans	0.0%	1	0.0%	0	0
Charitable organizations	0.0%	0	—	0	0
Governments and sovereign funds	0.1%	1	-75.2%	0	0
Other investment advisers	0.0%	1	-83.8%	0	0
Diversified	6.5%	1	+179.9%	0	2
Insurance companies	0.0%	0	-100.0%	0	1
Unknown	45.7%	37	-18.1%	9	13

Private funds	Share	Filers	Change	New	Exited
Hedge funds	22.5%	12	+232.4%	5	0
Private equity funds	0.4%	2	new	2	0
Venture capital funds	0.0%	1	+981.8%	0	0
Real estate funds	0.2%	3	+2357.9%	1	1
Other private funds	0.7%	3	-94.4%	1	2
Private funds, type not stated	0.3%	1	new	1	0
No private funds	38.4%	16	-10.2%	2	7
Mixed private funds	0.0%	0	-100.0%	0	1
Securitized asset funds	0.0%	0	—	0	0
Unknown	37.5%	35	-31.4%	8	13

Location	Share	Filers	Change	New	Exited
United States	84.9%	60	-25.0%	16	21
Outside the US	15.1%	13	+281.9%	4	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.

Excluded 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

73 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

4.28%

of shares outstanding, 15th percentile

Mar 31, 2026: 3.32%

Private-fund advisers

3.86%

of shares outstanding

Institutional ownership

16.0%

16.5% of the estimated free float

Top 10 holders

75.1%

of 13F shares, Herfindahl 0.108

Active holders

+27.1%

like-for-like share change of active filers

5% stakes on record

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

How long holders have held it value-weighted 7.8 quarters

Under 1 year 50.0% 1 to 3 years 28.1% 3 years or more 21.9% 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

$8.16

estimated per share

Mar 31, 2026: $10.88

Quarter-end price

$4.13

implied by 13F values

Estimated gain or loss

-49.4%

price against the estimated cost

Estimated at a loss

99.3%

of costed 13F value

Estimated cost covers 62.0% 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.

Shareholder Targets

13F filers that own its peers but not RCEL, quarter ended Jun 30, 2026

RCEL has no holder-overlap peers, so these filers hold the largest Healthcare stocks: LLY, JNJ, ABBV, UNH, MRK, TMO, AMGN, AZN, GILD, ABT, ISRG, VRTX, CVS, DHR, SYK, BMY, PFE, MDT, MCK, ELV. 6,228 filers in all.

#	Filer	In peers	Of book	Largest peers
1	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$116,012,260,024 20 held	5.23%	LLY, JNJ, ABBV
2	LILLY ENDOWMENT INC Unknown, Unknown	$108,400,867,760 1 held	100.0%	LLY
3	Capital World Investors Adviser, Diversified active	$89,827,396,720 14 held	10.7%	LLY, VRTX, UNH
4	NORGES BANK Non-US, Index-like	$70,478,623,091 20 held	7.02%	LLY, JNJ, ABBV
5	PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active	$69,817,479,779 20 held	7.01%	LLY, UNH, JNJ
6	Capital Research Global Investors Adviser, Diversified active	$66,678,636,531 16 held	9.32%	LLY, VRTX, ABBV
7	WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active	$62,277,671,744 20 held	10.8%	LLY, MRK, JNJ
8	Invesco Ltd. Adviser, Diversified active	$47,788,334,225 20 held	3.78%	AMGN, GILD, ISRG
9	Bank of New York Mellon Corp Bank, Index-like	$39,288,563,050 20 held	6.46%	LLY, JNJ, UNH
10	FRANKLIN RESOURCES INC Adviser, Diversified active	$38,407,690,244 20 held	8.42%	LLY, ABBV, TMO

Fund Ownership of RCEL by Fund Type

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

Index funds and index ETFs hold 6.84% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	1.80%	+0.01 pp	556,160	22
Index ETFs	5.04%	-1.18 pp	1,558,976	14
Active ETFs	0.01%	0.00 pp	3,453	1
Active funds	0.22%	-0.16 pp	69,010	6
Unclassified	0.00%	0.00 pp	0	0
All registered funds	7.07%	-1.33 pp	2,187,599	43

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 34 Exempt adviser 3 Adviser 1 Bank 9 Non-US 2 Holding company 5 Unknown 17

Showing 73 of 73

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$5,509,064

26.08%

1,333,914

BlackRock, Inc.

$2,333,250

11.05%

564,952

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

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	21,834	$90,174	3.9%	Sole
BlackRock Investment Management, LLC	7,102	$29,331	1.3%	Sole
BlackRock Fund Advisors	149,062	$615,626	26.4%	Sole
BlackRock Institutional Trust Company, N.A.	386,948	$1,598,095	68.5%	Sole
Aperio Group, LLC	6	$24	0.0%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$1,403,464

6.64%

339,822

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	67,695	$279,580	19.9%	Defined
Held directly	272,127	$1,123,884	80.1%	Defined

MARSHALL WACE, LLP

$1,397,537

6.62%

338,387

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

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	338,387	$1,397,537	100.0%	Other

AQR CAPITAL MANAGEMENT LLC

$1,325,780

6.28%

321,013

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

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	5	$20	0.0%	Other
Prism Planning Partners LLC	58	$239	0.0%	Other
Compound Planning, Inc.	24	$99	0.0%	Other
Arax Advisory Partners	6,823	$28,178	2.1%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,056	$8,491	0.6%	Other
Stokes Family Office, LLC	675	$2,787	0.2%	Other
Held directly	311,372	$1,285,966	97.0%	Defined

MORGAN STANLEY

$827,905

3.92%

200,462

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

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,347	$5,563	0.7%	Defined
MORGAN STANLEY & CO. LLC	476	$1,965	0.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	132,985	$549,228	66.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	44,450	$183,578	22.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	21,204	$87,571	10.6%	Defined

VANGUARD FIDUCIARY TRUST CO

$753,320

3.57%

182,402

NewEdge Advisors, LLC

$615,085

2.91%

148,931

MACQUARIE GROUP LTD

$595,397

2.82%

144,164

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

Manager	Shares	Value (USD)	% of position	Discretion
Macquarie Capital Global Equities Pty Limited	144,164	$595,397	100.0%	Sole

STATE STREET CORP

$532,675

2.52%

128,977

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

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	128,977	$532,675	100.0%	Defined

Quantinno Capital Management LP

$434,674

2.06%

105,248

Divisadero Street Capital Management, LP

$413,000

1.96%

100,000

UBS Group AG

$347,055

1.64%

84,033

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	526	$2,172	0.6%	Defined
UBS AG	83,507	$344,883	99.4%	Defined

GOLDMAN SACHS GROUP INC

$316,923

1.50%

76,737

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

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	76,737	$316,923	100.0%	Defined

NORTHERN TRUST CORP

$284,858

1.35%

68,973

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	68,973	$284,858	100.0%	Defined

Qube Research & Technologies Ltd

$263,427

1.25%

63,784

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$250,880

1.19%

60,746

XTX Topco Ltd

$236,074

1.12%

57,161

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	57,161	$236,074	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$222,846

1.05%

53,958

BANK OF AMERICA CORP /DE/

$213,384

1.01%

51,667

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

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	51,667	$213,384	100.0%	Defined

China Universal Asset Management Co., Ltd.

$187,680

0.89%

16,000

Abel Hall, LLC

$181,979

0.86%

15,514

Harpswell Capital Advisors, LLC

$150,402

0.71%

12,822

Y-Intercept (Hong Kong) Ltd

$143,141

0.68%

12,203

FMR LLC

$134,286

0.64%

32,515

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

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	32,515	$134,286	100.0%	Defined

IEQ CAPITAL, LLC

$133,812

0.63%

32,400

THOMPSON DAVIS & CO., INC.

$128,401

0.61%

31,090

Jain Global LLC

$127,100

0.60%

30,775

AMERIPRISE FINANCIAL INC

$119,822

0.57%

29,013

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

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	28,498	$117,696	98.2%	Defined
Ameriprise Financial Services, LLC	515	$2,126	1.8%	Defined

Russell Investments Group, Ltd.

$115,863

0.55%

28,054

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

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	28,054	$115,863	100.0%	Defined

IHT Wealth Management, LLC

$101,598

0.48%

24,600

Virtu Financial LLC

$101,110

0.48%

24,482

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

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	24,482	$101,110	100.0%	Defined

Squarepoint Ops LLC

$95,035

0.45%

23,011

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

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	23,011	$95,035	100.0%	Defined

R Squared Ltd

$94,506

0.45%

22,883

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$92,512

0.44%

22,400

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	22,400	$92,512	100.0%	Other

CITADEL ADVISORS LLC

$87,745

0.42%

21,246

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	21,246	$87,745	100.0%	Defined

Mariner, LLC

$81,088

0.38%

19,634

CITADEL ADVISORS LLC

$65,254

0.31%

15,800

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	15,800	$65,254	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$65,254

0.31%

15,800

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	15,800	$65,254	100.0%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$64,733

0.31%

15,674

MILLENNIUM MANAGEMENT LLC

$63,721

0.30%

15,429

GABELLI FUNDS LLC

$61,950

0.29%

15,000

nVerses Capital, LLC

$56,448

0.27%

13,668

Cerity Partners LLC

$53,098

0.25%

12,857

Quadrature Capital Ltd

$48,853

0.23%

11,829

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

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	11,829	$48,853	100.0%	Other

MERCER GLOBAL ADVISORS INC /ADV

$48,073

0.23%

11,640

HRT FINANCIAL LP

$42,039

0.20%

10,179

Vanguard Global Advisers, LLC

$40,201

0.19%

9,734

Arax Advisory Partners

$29,541

0.14%

7,153

ROYAL BANK OF CANADA

$29,255

0.14%

7,084

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

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	56	$231	0.8%	Defined
RBC Capital Markets, LLC	6,983	$28,839	98.6%	Defined
Held directly	45	$185	0.6%	Sole

RHUMBLINE ADVISERS

$27,303

0.13%

6,611

JONES FINANCIAL COMPANIES LLLP

$17,771

0.08%

4,303

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

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	4,303	$17,771	100.0%	Sole

Tower Research Capital LLC (TRC)

$9,387

0.04%

2,273

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)	2,273	$9,387	100.0%	Defined

JPMORGAN CHASE & CO

$9,217

0.04%

2,232

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

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	2,042	$8,433	91.5%	Defined
J.P. Morgan Securities plc	190	$784	8.5%	Defined

WELLS FARGO & COMPANY/MN

$9,003

0.04%

2,180

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	2,180	$9,003	100.0%	Defined

Optiver Holding B.V.

$5,856

0.03%

1,418

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

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	1,418	$5,856	100.0%	Defined

SBI Securities Co., Ltd.

$3,460

0.02%

295

PNC FINANCIAL SERVICES GROUP, INC.

$3,444

0.02%

834

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	834	$3,444	100.0%	Defined

BARCLAYS PLC

$3,118

0.01%

755

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

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1	$4	0.1%	Defined
BARCLAYS CAPITAL INC.	754	$3,114	99.9%	Defined

EverSource Wealth Advisors, LLC

$2,959

0.01%

717

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

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	22	$90	3.0%	Sole
Held directly	695	$2,869	97.0%	Sole

OSAIC HOLDINGS, INC.

$2,601

0.01%

630

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	630	$2,601	100.0%	Defined

GAMMA Investing LLC

$2,228

0.01%

190

Allworth Financial LP

$2,069

0.01%

501

IFP Advisors, Inc

$1,513

0.01%

129

NISA INVESTMENT ADVISORS, LLC

$1,090

0.01%

Caitong International Asset Management Co., Ltd

$645

0.00%

ROTHSCHILD INVESTMENT LLC

$491

0.00%

119

Fortitude Family Office, LLC

$316

0.00%

Essential Partners LLC

$187

0.00%

Parallel Advisors, LLC

$165

0.00%

JPL Wealth Management, LLC

$24

0.00%

Clearstead Advisors, LLC

$12

0.00%

Capital Analysts, LLC

0.00%

652

Key facts CIK 1762303 CUSIP 05380C102 13F (30d) 11 filings 11 filers Visit website