Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RCUS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GILEAD SCIENCES, INC. | 31.4M | $678.8M | 0.0% | 31.215% | 32.05% |
| 2 | BlackRock, Inc. | 15.2M | $328.9M | +1.5% | 15.125% | 0.01% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 6.1M | $131.5M | +17.5% | 6.049% | 0.02% |
| 4 | STATE STREET CORP | 5.4M | $116.9M | +18.3% | 5.377% | 0.00% |
| 5 | SUVRETTA CAPITAL MANAGEMENT, LLC | 5.0M | $108.7M | -3.0% | 4.997% | 2.95% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.3M | $92.3M | — | 4.244% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.9M | $83.3M | — | 3.831% | 0.00% |
| 8 | Woodline Partners LP | 3.8M | $81.6M | +0.2% | 3.753% | 0.31% |
| 9 | MARSHALL WACE, LLP | 3.8M | $81.2M | +11.0% | 3.736% | 0.09% |
| 10 | Siren, L.L.C. | 3.0M | $65.0M | 0.0% | 2.987% | 1.80% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $48.7M | +18.1% | 2.237% | 0.00% |
| 12 | Fisher Asset Management, LLC | 2.2M | $47.3M | +12.3% | 2.176% | 0.02% |
| 13 | SAMLYN CAPITAL, LLC | 1.9M | $41.2M | +19.0% | 1.896% | 0.71% |
| 14 | BNP Paribas Asset Management Holding S.A. | 1.7M | $35.7M | -1.9% | 1.644% | 0.04% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $30.8M | -6.4% | 1.417% | 0.01% |
| 16 | CITADEL ADVISORS LLC | 1.4M | $30.7M | +500.3% | 1.411% | 0.01% |
| 17 | Parkman Healthcare Partners LLC | 1.2M | $26.1M | +24.6% | 1.199% | 2.70% |
| 18 | Logos Global Management LP | 1.2M | $25.9M | — | 1.192% | 1.29% |
| 19 | FMR LLC | 1.2M | $25.2M | +2.6% | 1.157% | 0.00% |
| 20 | MORGAN STANLEY | 1.1M | $24.1M | -8.0% | 1.106% | 0.00% |
| 21 | Trails Edge Capital Partners, LP | 1.0M | $22.6M | +14.4% | 1.041% | 5.19% |
| 22 | GOLDMAN SACHS GROUP INC | 1000K | $21.6M | -14.4% | 0.993% | 0.00% |
| 23 | Sofinnova Investments, Inc. | 923K | $19.9M | -15.8% | 0.917% | 1.04% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 904K | $19.5M | -6.7% | 0.898% | 0.00% |
| 25 | NORTHERN TRUST CORP | 840K | $18.2M | +5.7% | 0.835% | 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 RCUS — a direct measure of their conviction.
Filings activity in RCUS 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 | 206 | +2.0% | 106.91% | 12.33 pp | $2.56B | 10% |
| Q4 2025 | 202 | +8.0% | 119.24% | +61.37 pp | $2.86B | +106% |
| Q3 2025 | 187 | +3.3% | 57.87% | +24.14 pp | $1.39B | +72% |
| Q2 2025 | 181 | 2.2% | 33.73% | +2.84 pp | $808M | +9.2% |
| Q1 2025 | 185 | +0.5% | 30.89% | 19.37 pp | $740M | 39% |
| Q4 2024 | 184 | +0.0% | 50.26% | +17.96 pp | $1.20B | +56% |
| Q3 2024 | 184 | 3.2% | 32.30% | +0.64 pp | $774M | +2.0% |
| Q2 2024 | 190 | — | 31.66% | — | $759M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RCUS stock.
Based on Q1 2026 13F filings, institutional ownership of Arcus Biosciences, Inc. stands at 106.9%, held across 206 reporting institutions.
GILEAD SCIENCES, INC. is the largest reported institutional holder of RCUS, with approximately 31,424,760 shares worth $0.68B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of RCUS, including Fisher Asset Management, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for RCUS is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in RCUS during Q1 2026, while 36 fully exited. 48 added to existing positions and 114 trimmed.
RCUS institutional ownership fell by 12.33 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 69.0% of all reported 13F value in RCUS, and the top 25 account for 86.1%.
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.
Arcus Biosciences, Inc. (RCUS) Institutional Ownership