49% buyers of institutions opening or closing positions this quarter
1 more exits than new buyers, ownership rose 7.41 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
49% buyers of institutions opening or closing positions this quarter
119.4% institutional ownership
PFIZER INC portfolio allocation
Institutional ownership vs Biotechnology peers
No Form 4 insider transactions on file
Latest positioning in ARVN across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ARVN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.8M | $72.1M | -7.2% | 10.535% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $41.2M | — | 6.028% | 0.00% |
| 3 | D. E. Shaw & Co., Inc. | 3.6M | $38.6M | -1.4% | 5.639% | 0.02% |
| 4 | PFIZER INC | 3.5M | $34.9M | 0.0% | 5.359% | 14.63% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $28.5M | — | 4.168% | 0.00% |
| 6 | TCG Crossover Management, LLC | 2.4M | $25.3M | -10.5% | 3.700% | 0.72% |
| 7 | ARMISTICE CAPITAL, LLC | 2.0M | $21.0M | +9.9% | 3.066% | 0.37% |
| 8 | TWO SIGMA INVESTMENTS, LP | 1.8M | $19.4M | +84.6% | 2.840% | 0.02% |
| 9 | STATE STREET CORP | 1.8M | $19.4M | -0.8% | 2.834% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $16.5M | -4.1% | 2.413% | 0.00% |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.4M | $15.3M | +471.4% | 2.234% | 0.06% |
| 12 | CITADEL ADVISORS LLC | 1.2M | $13.0M | +131.4% | 1.903% | 0.00% |
| 13 | Qube Research & Technologies Ltd | 1.2M | $12.7M | -9.3% | 1.862% | 0.01% |
| 14 | FEDERATED HERMES, INC. | 1.1M | $12.1M | +4.2% | 1.768% | 0.02% |
| 15 | Vestal Point Capital, LP | 905K | $9.6M | — | 1.403% | 0.27% |
| 16 | GOLDMAN SACHS GROUP INC | 757K | $8.0M | -32.2% | 1.173% | 0.00% |
| 17 | MORGAN STANLEY | 675K | $7.2M | -16.7% | 1.046% | 0.00% |
| 18 | MILLENNIUM MANAGEMENT LLC | 576K | $6.1M | -54.2% | 0.893% | 0.00% |
| 19 | KENNEDY CAPITAL MANAGEMENT, INC. | 553K | $5.9M | +24.8% | 0.856% | 0.12% |
| 20 | Nextech Invest, Ltd. | 539K | $5.7M | 0.0% | 0.836% | 0.40% |
| 21 | TANG CAPITAL MANAGEMENT LLC | 539K | $5.7M | -5.5% | 0.835% | 0.29% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 525K | $5.6M | -4.1% | 0.814% | 0.00% |
| 23 | NORTHERN TRUST CORP | 521K | $5.5M | -4.8% | 0.807% | 0.00% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 486K | $5.1M | +2.8% | 0.753% | 0.00% |
| 25 | NORDEA INVESTMENT MANAGEMENT AB | 475K | $5.1M | -4.2% | 0.735% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ARVN — a direct measure of their conviction.
Filings activity in ARVN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 201 | 0.5% | 119.45% | +7.41 pp | $546M | 15% |
| Q4 2025 | 202 | 1.5% | 112.04% | +14.52 pp | $645M | +15% |
| Q3 2025 | 205 | 2.8% | 97.52% | +17.82 pp | $561M | +22% |
| Q2 2025 | 211 | +2.9% | 79.70% | 5.61 pp | $459M | +18% |
| Q1 2025 | 205 | +4.6% | 85.31% | 114.68 pp | $390M | 82% |
| Q4 2024 | 196 | 3.0% | 199.99% | +0.00 pp | $2.14B | 81% |
| Q3 2024 | 202 | 1.0% | 199.99% | +0.00 pp | $11.50B | +110% |
| Q2 2024 | 204 | — | 199.99% | — | $5.48B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for ARVN.
Quick answers to the most common questions about buying ARVN stock.
Based on Q1 2026 13F filings, institutional ownership of Arvinas, Inc. stands at 119.4%, held across 201 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ARVN, with approximately 6,797,584 shares worth $0.07B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of ARVN, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for ARVN is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in ARVN during Q1 2026, while 36 fully exited. 43 added to existing positions and 119 trimmed.
ARVN institutional ownership rose by 7.41 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 58.0% of all reported 13F value in ARVN, and the top 25 account for 80.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.