| 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 4.0M | $91.7M | -0.5% | 5.469% | 0.13% |
| 5 | STATE STREET CORP | 3.3M | $74.2M | +6.8% | 4.428% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $71.7M | +0.5% | 4.279% | 0.00% |
| 7 | MILLENNIUM MANAGEMENT LLC | 2.5M | $57.7M | +11.5% | 3.443% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $47.1M | +7.5% | 2.811% | 0.00% |
| 9 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 2.0M | $46.0M | -0.0% | 2.742% | 0.92% |
| 10 | Boston Partners | 1.9M | $43.8M | +12.2% | 2.612% | 0.04% |
| 11 | Sarissa Capital Management LP | 1.9M | $42.9M | -11.3% | 2.561% | 24.14% |
| 12 | BANK OF AMERICA CORP /DE/ | 1.7M | $37.9M | +2.9% | 2.260% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 1.6M | $36.8M | +1.7% | 2.195% | 0.00% |
| 14 | AMERICAN CENTURY COMPANIES INC | 1.5M | $34.0M | -21.6% | 2.030% | 0.02% |
| 15 | MARSHALL WACE, LLP | 1.5M | $33.0M | -3.3% | 1.970% | 0.03% |
| 16 | MORGAN STANLEY | 1.2M | $27.7M | -6.9% | 1.654% | 0.00% |
| 17 | ROYCE & ASSOCIATES LP | 1.2M | $26.6M | +10.5% | 1.589% | 0.21% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $26.1M | -1.1% | 1.560% | 0.00% |
| 19 | TWO SIGMA INVESTMENTS, LP | 1.0M | $23.5M | -30.4% | 1.399% | 0.02% |
| 20 | Qube Research & Technologies Ltd | 974K | $22.1M | +23.9% | 1.320% | 0.02% |
| 21 | DEUTSCHE BANK AG\ | 918K | $20.8M | +1.1% | 1.244% | 0.01% |
| 22 | NORTHERN TRUST CORP | 831K | $18.9M | +7.3% | 1.126% | 0.00% |
| 23 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 830K | $18.9M | -6.9% | 1.125% | 0.01% |
| 24 | Invesco Ltd. | 733K | $16.6M | -19.0% | 0.993% | 0.00% |
| 25 | Nuveen, LLC | 667K | $15.2M | +7.6% | 0.904% | 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 INVA — a direct measure of their conviction.
| 105.20% |
| 4.72 pp |
| $1.19B |
| 0.4% |
| Q4 2024 | 231 | +6.5% | 109.92% | 3.23 pp | $1.19B | 13% |
| Q3 2024 | 217 | — | 113.15% | — | $1.36B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
43 institutions opened new positions in INVA during Q2 2026, while 22 fully exited. 109 added to existing positions and 146 trimmed.
INVA institutional ownership rose by 0.35 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 53.8% of all reported 13F value in INVA, and the top 25 account for 77.9%.
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.