BIOVIE INC. - Class A Common Stock, par value $0.0001 per share (BIVI)
CUSIP: 09074F405
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / Class A Common Stock, par value $0.0001 per share
- Shares outstanding
- 7,932,763
- Total 13F shares
- 989,199
- Share change
- +232,995
- Total reported value
- $968,214
- Price per share
- $0.98
- Number of holders
- 37
- Value change
- +$18,020
- Number of buys
- 15
- Number of sells
- 18
Quarterly Holders Quick Answers
What is CUSIP 09074F405?
CUSIP 09074F405 identifies BIVI - BIOVIE INC. - Class A Common Stock, par value $0.0001 per share in SEC institutional holdings data.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 09074F405:
Top shareholders of BIVI - BIOVIE INC. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
123,408
|
$246,822 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.5%
|
122,619
|
$245,238 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.1%
|
90,282
|
$180,564 | — | 31 Dec 2024 | |
| DRIVE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.76%
|
60,000
|
$120,000 | — | 31 Dec 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.63%
|
50,000
|
$100,000 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.61%
|
48,327
|
$96,654 | — | 31 Dec 2024 | |
| SANDERS MORRIS HARRIS LLC |
13F
|
Company |
0.5%
|
40,000
|
$85,200 | — | 31 Dec 2024 | |
| Jonathan M. Adams |
3/4/5
|
EVP Liver Cirrhosis Programs |
—
class O/S missing
|
48,630
|
$82,185 | — | 02 Feb 2022 | |
| Penelope Markham |
3/4/5
|
EVP Liver Cirrhosis R&D |
—
class O/S missing
|
47,841
|
$80,851 | — | 16 Feb 2023 | |
| Steve Gorlin |
3/4/5
|
Director |
—
class O/S missing
|
46,358
|
$78,345 | — | 09 Nov 2023 | |
| Prosperity Wealth Management, Inc. |
13F
|
Company |
0.4%
|
31,650
|
$63,300 | — | 31 Dec 2024 | |
| Christopher Reading |
3/4/5
|
EVP Neuroscience R&D |
—
class O/S missing
|
37,148
|
$62,780 | — | 16 Feb 2023 | |
| Clarence N. Ahlem |
3/4/5
|
EVP Neuroscience Product Dev. |
—
class O/S missing
|
37,148
|
$62,780 | — | 16 Feb 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.36%
|
28,713
|
$57,426 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.32%
|
25,126
|
$50,252 | — | 31 Dec 2024 | |
| Zullo Investment Group, Inc. |
13F
|
Company |
0.29%
|
23,000
|
$46,000 | — | 31 Dec 2024 | |
| Cerity Partners LLC |
13F
|
Company |
0.22%
|
17,230
|
$34,460 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.21%
|
16,878
|
$33,756 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.2%
|
16,022
|
$32,044 | — | 31 Dec 2024 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.18%
|
14,213
|
$28,426 | — | 31 Dec 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.18%
|
14,100
|
$28,200 | — | 31 Dec 2024 | |
| Richard J. Berman |
3/4/5
|
Director |
—
mixed-class rows
|
63,798
mixed-class rows
|
$19,265 | — | 20 Nov 2024 | |
| Belvedere Trading LLC |
13F
|
Company |
0.12%
|
9,616
|
$19,232 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.11%
|
8,500
|
$17,000 | — | 31 Dec 2024 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.02%
|
1,782
|
$4,206 | — | 31 Dec 2024 | |
| IFP Advisors, Inc |
13F
|
Company |
0.03%
|
2,000
|
$4,000 | — | 31 Dec 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.02%
|
1,956
|
$3,912 | — | 31 Dec 2024 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0.02%
|
1,666
|
$3,332 | — | 31 Dec 2024 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0.02%
|
1,599
|
$3,198 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.02%
|
1,545
|
$3,090 | — | 31 Dec 2024 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
0.02%
|
1,400
|
$2,800 | — | 31 Dec 2024 | |
| Strategic Investment Solutions, Inc. /IL |
13F
|
Company |
0.01%
|
1,000
|
$2,000 | — | 31 Dec 2024 | |
| NEW WAVE WEALTH ADVISORS LLC |
13F
|
Company |
0.01%
|
800
|
$1,600 | — | 31 Dec 2024 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.01%
|
714
|
$1,428 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.01%
|
598
|
$1,196 | — | 31 Dec 2024 | |
| Van Hulzen Asset Management, LLC |
13F
|
Company |
0.01%
|
580
|
$1,160 | — | 31 Dec 2024 | |
| Spire Wealth Management |
13F
|
Company |
0%
|
250
|
$500 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
181
|
$362 | — | 31 Dec 2024 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
100
|
$200 | — | 31 Dec 2024 | |
| Tradewinds Capital Management, LLC |
13F
|
Company |
0%
|
100
|
$200 | — | 31 Dec 2024 | |
| BlackRock, Inc. |
13F
|
Company |
0%
|
97
|
$194 | — | 31 Dec 2024 | |
| Financial Perspectives, Inc |
13F
|
Company |
0%
|
59
|
$118 | — | 31 Dec 2024 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
0%
|
30
|
$60 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
30
|
$60 | — | 31 Dec 2024 | |
| Financial Gravity Companies, Inc. |
13F
|
Company |
0%
|
16
|
$32 | — | 31 Dec 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
10
|
$20 | — | 31 Dec 2024 | |
| ALBION FINANCIAL GROUP /UT |
13F
|
Company |
0%
|
5
|
$10 | — | 31 Dec 2024 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
2
|
$4 | — | 31 Dec 2024 | |
| Sanctuary Wealth Management, L.L.C. |
13F
|
Company |
0%
|
1
|
$2 | — | 31 Dec 2024 | |
| Terren S. Peizer |
3/4/5
|
Director, 10%+ Owner |
—
class O/S missing
|
65,000
|
— | — | 23 Nov 2022 |
Institutional Holders of BIOVIE INC. - Class A Common Stock, par value $0.0001 per share (BIVI) as of Q1 2025
As of 31 Mar 2025,
BIOVIE INC. - Class A Common Stock, par value $0.0001 per share (BIVI) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
989,199 shares.
The largest 10 holders included
VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, NewEdge Advisors, LLC, UBS Group AG, SANDERS MORRIS HARRIS LLC, Cerity Partners LLC, TWO SIGMA INVESTMENTS, LP, STATE STREET CORP, Traynor Capital Management, Inc., and NORTHERN TRUST CORP.
This page lists
37
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
43
Q1 2025 holders
37
Holder diff
-6
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.