Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in KOD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAKER BROS. ADVISORS LP | 19.9M | $759.3M | 0.0% | 37.633% | 4.36% |
| 2 | BlackRock, Inc. | 3.9M | $150.0M | -0.5% | 7.435% | 0.00% |
| 3 | STATE STREET CORP | 2.3M | $85.8M | +30.0% | 4.253% | 0.00% |
| 4 | BRAIDWELL LP | 1.8M | $69.3M | -12.3% | 3.436% | 2.31% |
| 5 | GOLDMAN SACHS GROUP INC | 1.7M | $66.3M | +33.5% | 3.286% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $65.5M | β | 3.244% | 0.00% |
| 7 | RTW INVESTMENTS, LP | 1.5M | $56.7M | 0.0% | 2.811% | 0.56% |
| 8 | TCG Crossover Management, LLC | 1.4M | $55.1M | 0.0% | 2.731% | 1.58% |
| 9 | Ikarian Capital, LLC | 1.4M | $52.1M | +89.8% | 2.580% | 5.54% |
| 10 | Boxer Capital Management, LLC | 1.4M | $51.9M | +19.8% | 2.571% | 6.81% |
| 11 | JANUS HENDERSON GROUP PLC | 1.3M | $50.5M | +32.6% | 2.504% | 0.03% |
| 12 | ICONIQ Capital, LLC | 1.3M | $48.3M | 0.0% | 2.393% | 1.08% |
| 13 | CITADEL ADVISORS LLC | 1.0M | $39.7M | +193.1% | 1.969% | 0.02% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $38.1M | +11.4% | 1.890% | 0.00% |
| 15 | SILVERARC CAPITAL MANAGEMENT, LLC | 992K | $37.8M | -3.0% | 1.874% | 4.46% |
| 16 | BALYASNY ASSET MANAGEMENT LLC | 727K | $27.7M | +176.0% | 1.373% | 0.09% |
| 17 | Board of Trustees of The Leland Stanford Junior University | 692K | $26.4M | 0.0% | 1.307% | 3.11% |
| 18 | Artisan Partners Limited Partnership | 690K | $26.3M | -17.5% | 1.304% | 0.04% |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 575K | $21.9M | -26.8% | 1.086% | 0.03% |
| 20 | MORGAN STANLEY | 516K | $19.7M | -26.3% | 0.975% | 0.00% |
| 21 | Point72 Asset Management, L.P. | 460K | $17.5M | -78.8% | 0.869% | 0.02% |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 436K | $16.6M | -7.9% | 0.824% | 0.00% |
| 23 | NORTHERN TRUST CORP | 391K | $14.9M | +17.3% | 0.739% | 0.00% |
| 24 | Squadron Capital Management LLC | 380K | $14.5M | +30.3% | 0.718% | 6.01% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 365K | $13.9M | β | 0.690% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in KOD β a direct measure of their conviction.
Filings activity in KOD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new KOD position in Q1 2026
Institutions that fully closed their KOD position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 182 | +16% | 116.49% | +30.59 pp | $2.10B | +36% |
| Q4 2025 | 157 | +35% | 85.90% | +47.08 pp | $1.55B | +121% |
| Q3 2025 | 116 | +18% | 38.82% | +30.67 pp | $700M | +376% |
| Q2 2025 | 98 | 8.4% | 8.15% | +1.80 pp | $147M | +28% |
| Q1 2025 | 107 | +0.0% | 6.35% | 14.64 pp | $114M | 70% |
| Q4 2024 | 107 | +9.2% | 20.99% | +15.62 pp | $378M | +291% |
| Q3 2024 | 98 | 7.5% | 5.37% | +0.36 pp | $97M | +7.3% |
| Q2 2024 | 106 | β | 5.01% | β | $90M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying KOD stock.
Based on Q1 2026 13F filings, institutional ownership of Kodiak Sciences Inc. stands at 116.5%, held across 182 reporting institutions.
BAKER BROS. ADVISORS LP is the largest reported institutional holder of KOD, with approximately 19,919,186 shares worth $0.76B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of KOD, including CITADEL ADVISORS LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for KOD is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in KOD during Q1 2026, while 25 fully exited. 103 added to existing positions and 29 trimmed.
KOD institutional ownership rose by 30.59 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 67.2% of all reported 13F value in KOD, and the top 25 account for 86.9%.
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.
Kodiak Sciences Inc. (KOD) Institutional Ownership