Latest Period
Q2 2026
Security Snapshot
BIOVIE INC. - Class A Common Stock (BIVI) Institutional Ownership
CUSIP: 09074F504
13F Institutional Holders and Ownership History from Q2 2025 to Q2 2026
Institutions Reporting
35
Shares (Excl. Options)
1,471,673
Price
$1.94
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- Security type / class
- Equity / Class A Common Stock
- Symbol
- BIVI on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,471,673
- Total 13F value
- $2,855,222
- Portfolio coverage rank
- 0%
- Share change
- +440,931
- Value change
- +$870,912
- Number of holders
- 35
- Shares outstanding
- 8,182,393
- SEC-reported price per share
- $1.43
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BIVI - BIOVIE INC. - Class A Common Stock is tracked under CUSIP 09074F504.
- 35 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 32 to 35 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,442,149 to $2,855,222.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 35 institutions filings for Q2 2026.
Security key
09074F504
Latest holder period
Q2 2026
13F holders
35
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
BIVI full holder history
BIOVIE INC. SEC filings
BIOVIE INC. company facts
BIOVIE INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09074F504:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
BIVI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 12% | +49% | $1,937,136 | +$629,316 | 896,822 | +48% | Morgan Stanley | 31 Jul 2026 |
| Alta Partners LLC | 8.4% | $982,869 | 687,321 | Alta Partners LLC | 12 Aug 2026 |
As of 30 Jun 2026, 35 institutional investors reported holding 1,471,673 shares of BIOVIE INC. - Class A Common Stock (BIVI). This represents 18% of the company’s total 8,182,393 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
18%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 7.4% | 605,471 | +705% | 0% | $1,174,614 |
| Diametric Capital, LP | 3.1% | 256,636 | -31% | 0.05% | $497,873 |
| RENAISSANCE TECHNOLOGIES LLC | 1.6% | 127,918 | +88% | 0% | $248,161 |
| CITADEL ADVISORS LLC | 1.2% | 95,952 | +112% | 0% | $186,147 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.87% | 70,906 | -16% | 0% | $137,558 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 70,752 | -16% | 0% | $137,257 |
| PHILADELPHIA TRUST CO | 0.61% | 50,010 | -33% | 0.01% | $97,000 |
| VANGUARD FIDUCIARY TRUST CO | 0.46% | 37,557 | 0% | 0% | $72,861 |
| JANE STREET GROUP, LLC | 0.44% | 35,860 | +57% | 0% | $69,569 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.4% | 32,583 | -65% | 0% | $63,211 |
| NORTHERN TRUST CORP | 0.27% | 21,820 | +54% | 0% | $42,331 |
| Persistent Asset Partners Ltd | 0.18% | 14,996 | 0.01% | $29,092 | |
| XTX Topco Ltd | 0.17% | 14,228 | -33% | 0% | $27,602 |
| Cambridge Investment Research Advisors, Inc. | 0.17% | 13,816 | 0% | $27,000 | |
| Caprock Group, LLC | 0.14% | 11,300 | 0% | $21,922 | |
| Allworth Financial LP | 0.07% | 5,600 | 0% | 0% | $10,864 |
| UBS Group AG | 0.03% | 2,175 | +36150% | 0% | $4,220 |
| Tower Research Capital LLC (TRC) | 0.03% | 2,064 | -73% | 0% | $4,004 |
| PNC Financial Services Group, Inc. | 0.01% | 1,000 | 0% | 0% | $1,940 |
| SBI Securities Co., Ltd. | 0.01% | 867 | +275% | 0% | $1,682 |
| Integrated Wealth Concepts LLC | 0% | 86 | 0% | $166 | |
| Caitong International Asset Management Co., Ltd | 0% | 14 | +367% | 0% | $27 |
| NewEdge Advisors, LLC | 0% | 10 | 0% | 0% | $19 |
| Tradewinds Capital Management, LLC | 0% | 10 | 0% | 0% | $20 |
| WELLS FARGO & COMPANY/MN | 0% | 10 | -63% | 0% | $19 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q2 2026
Rows shown
1-5 of 5
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,471,673 | $2,855,222 | +$870,912 | $1.94 | 35 |
| 2026 Q1 | 1,030,743 | $1,442,149 | -$3,630 | $1.40 | 32 |
| 2025 Q4 | 1,159,317 | $1,344,478 | -$150,101 | $1.16 | 35 |
| 2025 Q3 | 1,196,934 | $2,274,735 | +$2,269,238 | $1.90 | 32 |
| 2025 Q2 | 2,891 | $2,674 | +$2,674 | $0.92 | 1 |