Roivant SciencesROIV

13F holders, Q4 2025 (December 31)
400holders +62
95new positions
40sold out
9famous investors
$21.69avg. 13F price*

At the end of Q4 2025, 400 institutions reported holding Roivant Sciences Ltd. (ROIV) in their 13F filings, up 62 from Q3 2025. 95 opened new positions and 40 sold out. The largest holders were FMR LLC ($1.4B), Morgan Stanley ($1.3B) and Vanguard Group Inc. ($912.7M). 9 famous investors held it, including David Einhorn (1.6% of Greenlight Capital (DME Capital Management)'s portfolio), Andreas Halvorsen (0.4% of Viking Global Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Roivant Sciences Ltd.
CUSIP
G76279101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 259Q1 2024Q2 2024: 294Q2 2024Q3 2024: 294Q3 2024Q4 2024: 319Q4 2024Q1 2025: 313Q1 2025Q2 2025: 338Q2 2025Q3 2025: 338Q3 2025Q4 2025: 400Q4 2025Q1 2026: 445Q1 2026Q2 2026: 500Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions95$348.8M
Exits40$134.4M

All 13F filers, Q3 2025 → Q4 2025: 98,834,969 shares bought and 97,207,409 shares sold, net +1,627,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 400 holders

FMR LLC 0.07% Add +8.3% 65,779,464 $1.4B
Morgan Stanley 0.08% Add +31.7% 58,359,553 $1.3B
Vanguard Group Inc. 0.01% Add +8.4% 42,059,041 $912.7M
BlackRock, Inc. 0.02% Add +3.6% 41,170,475 $893.4M
QVT Financial LP 55.18% Reduce -10.2% 26,387,021 $572.6M
UBS Group AG 0.08% Add +570.0% 18,390,792 $399.1M
State Street Corp. 0.01% Reduce -7.2% 17,361,465 $376.7M
SB Investment Advisers (uk) Ltd. 3.56% Reduce -59.3% 16,413,603 $356.2M
Goldman Sachs Group Inc. 0.03% Add +365.2% 10,982,683 $238.3M
Adage Capital Partners Gp, L.L.C. 0.35% Add +47.6% 10,677,894 $231.7M
Two Seas Capital LP 12.47% Reduce -16.7% 9,791,891 $212.5M
Dimensional Fund Advisors LP 0.04% Reduce -0.7% 9,247,468 $200.7M
Rubric Capital Management LP 2.34% Reduce -55.0% 9,000,000 $195.3M
Patient Square Capital LP 37.93% Reduce -34.6% 8,166,047 $177.2M
Geode Capital Management, LLC 0.01% Reduce -0.6% 8,153,546 $177.0M
Perceptive Advisors LLC 3.18% Add +8.4% 7,985,461 $173.3M
Assenagon Asset Management S.A. 0.23% Add +11507.5% 6,937,112 $150.5M
Viking Global Investors 0.37% Reduce -72.7% 6,443,191 $139.8M
Baker Bros. Advisors LP 0.71% Add +47.4% 5,555,017 $120.5M
T. Rowe Price Associates Inc. 0.01% Add +82.7% 5,335,125 $115.8M
Norges Bank 0.01% — 5,195,859 $112.8M
Jefferies Financial Group Inc. 0.64% New 3,514,833 $76.3M
Marshall Wace, LLP 0.07% Reduce -13.1% 3,458,926 $75.1M
ADAR1 Capital Management, LLC 5.57% Add +2.4% 3,428,962 $74.4M
Northern Trust Corp. 0.01% Add +0.1% 3,285,928 $71.3M
Charles Schwab Investment Management Inc. 0.01% Add +3.9% 3,239,696 $70.3M
BlackBarn Capital Partners LP 24.00% Reduce -29.9% 3,084,300 $66.9M
Bank of America Corp. 0.00% Add +8.9% 2,928,328 $63.5M
Janus Henderson Group PLC 0.03% Add +1943.8% 2,918,109 $63.3M
Bank of New York Mellon Corp 0.01% Reduce -37.3% 2,903,129 $63.0M
Polar Capital Holdings Plc 0.27% Add +37.3% 2,690,124 $58.4M
Candriam S.C.A. 0.27% Add +15.4% 2,490,426 $54.0M
Jennison Associates LLC 0.03% New 2,353,386 $51.1M
Pictet Asset Management Holding SA 0.05% Add +790.3% 2,312,436 $50.2M
BNP Paribas Financial Markets 0.03% Add +30.4% 2,294,506 $49.8M
Citadel Advisors 0.03% Add +136.1% 2,286,001 $49.6M
Invesco Ltd. 0.00% Add +28.9% 2,281,487 $49.5M
Nuveen, LLC 0.01% Reduce -1.9% 2,249,867 $48.8M
Orbimed Advisors LLC 0.97% Reduce -19.3% 2,190,907 $47.5M
Whitefort Capital Management, LP 14.48% Reduce -40.0% 2,120,000 $46.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.8% 2,084,609 $45.2M
Greenlight Capital (DME Capital Management) 1.58% Reduce -9.1% 2,069,309 $44.9M
National Bank of Canada 0.05% New 2,040,000 $44.3M
Clearbridge Investments, LLC 0.03% Add +7.7% 1,972,921 $42.8M
Penn Davis McFarland Inc. 3.86% Reduce -0.2% 1,858,289 $40.3M
Woodline Partners LP 0.15% Reduce -42.9% 1,750,017 $38.0M
Citigroup Inc. 0.03% Reduce -2.7% 1,711,744 $37.1M
Affinity Asset Advisors, LLC 2.73% Add +112.5% 1,700,000 $36.9M
Voloridge Investment Management, LLC 0.13% Reduce -26.7% 1,672,720 $36.3M
Man Group plc 0.06% Add +201.0% 1,457,127 $31.6M
Bank of Nova Scotia 0.05% New 1,423,000 $30.9M
Jane Street Group, LLC 0.03% Reduce -52.2% 1,311,585 $28.5M
Susquehanna International Group, LLP 0.04% Add +180.5% 1,286,197 $27.9M
Millennium Management 0.02% Reduce -53.7% 1,197,592 $26.0M
First Turn Management, LLC 2.94% Add +23.7% 1,186,817 $25.8M
Parkside Financial Bank & Trust 1.90% Add +67.0% 1,166,756 $25.3M
Amundi 0.01% Add +3119.0% 1,043,464 $22.6M
Rhumbline Advisers 0.02% Add +0.9% 1,037,631 $22.5M
Davern Capital Partners, LP 7.21% — 1,028,298 $22.3M
Stempoint Capital LP 3.60% Reduce -77.0% 966,698 $21.0M
Principal Financial Group Inc. 0.01% Reduce -1.3% 941,222 $20.4M
JPMorgan Chase & Co. 0.00% Reduce -24.0% 934,533 $20.3M
Gotham Asset Management 0.07% Add +180.0% 925,193 $20.1M
AQR Capital Management 0.01% Add +1151.6% 880,773 $19.0M
Integral Health Asset Management, LLC 0.93% Add +13.3% 850,000 $18.4M
Barclays PLC 0.01% Reduce -30.6% 839,279 $18.2M
Qube Research & Technologies Ltd 0.02% New 759,219 $16.5M
Swiss National Bank 0.01% Add +24.9% 740,646 $16.1M
Sofinnova Investments, Inc. 0.69% Reduce -76.7% 734,582 $15.9M
Verition Fund Management LLC 0.09% Add +15.8% 728,997 $15.8M
Algert Global LLC 0.24% New 706,554 $15.3M
Ameriprise Financial Inc. 0.00% Add +44.0% 645,448 $14.0M
Envestnet Asset Management Inc. 0.00% Add +1575.3% 641,461 $13.9M
Toronto Dominion Bank 0.02% New 631,004 $13.7M
Prosight Management, LP 2.81% Reduce -53.0% 627,162 $13.6M
Royal Bank of Canada 0.00% Reduce -75.7% 613,609 $13.3M
CenterBook Partners LP 0.65% Add +147.3% 611,833 $13.3M
Manufacturers Life Insurance Company, The 0.01% Add +28.1% 598,515 $13.0M
Legal & General Group Plc 0.00% Add +7.3% 589,673 $12.8M
ING Groep NV 0.08% New 588,400 $12.8M
TD Asset Management Inc 0.01% Add +74.4% 551,376 $12.0M
Impax Asset Management Group plc 0.07% Reduce -69.4% 550,000 $11.9M
Alliancebernstein L.P. 0.00% Reduce -2.6% 542,047 $11.8M
Retirement Systems of Alabama 0.04% Add +1.1% 525,863 $11.4M
Squarepoint Ops LLC 0.02% Reduce -63.9% 516,955 $11.2M
MUFG Securities EMEA plc 0.12% New 492,000 $10.7M
Gilder Gagnon Howe & Co. LLC 0.11% Reduce -2.6% 483,117 $10.5M
PDT Partners, LLC 0.65% Reduce -24.7% 464,944 $10.1M
Capricorn Fund Managers Ltd 2.33% Add +124.4% 445,500 $9.7M
Weiss Asset Management LP 0.17% Add +761.3% 425,565 $9.2M
D. E. Shaw & Co. 0.01% Reduce -27.9% 395,404 $8.6M
Pier Capital, LLC 1.35% Reduce -0.9% 391,061 $8.5M
Dorsey Wright & Associates 1.78% New 376,106 $8.2M
California State Teachers Retirement System 0.01% Add +6.6% 358,559 $7.8M
LPL Financial LLC 0.00% Add +213.2% 351,467 $7.6M
Voleon Capital Management LP 0.16% Add +254.6% 342,421 $7.4M
Neo Ivy Capital Management 1.17% Add +43.8% 341,354 $7.4M
WINTON GROUP Ltd 0.24% Reduce -39.9% 326,362 $7.1M
State Board of Administration of Florida Retirement System 0.01% No change 325,757 $7.1M
Rafferty Asset Management, LLC 0.02% Reduce -38.0% 294,783 $6.4M
Nicholas Investment Partners, LP 0.50% Add +13.9% 279,856 $6.1M
Consolidated Portfolio Review Corp 0.52% New 276,530 $6.0M
Pine Ridge Advisers LLC 0.41% No change 276,530 $6.0M
Balyasny Asset Management L.P. 0.01% New 273,238 $5.9M
New York State Teachers Retirement System 0.01% Add +5.6% 270,221 $5.9M
Blue Owl Capital Holdings LP 1.78% Reduce -73.4% 263,249 $5.7M
Voya Investment Management LLC 0.01% Reduce -47.4% 261,937 $5.7M
Victory Capital Management Inc. 0.00% Add +1537.0% 261,884 $5.7M
First Trust Advisors LP 0.00% Add +1513.9% 260,764 $5.7M
Exchange Traded Concepts, LLC 0.05% New 250,468 $5.4M
State of Wisconsin Investment Board 0.01% Add +9.4% 239,254 $5.2M
New York State Common Retirement Fund 0.01% Add +2.9% 235,637 $5.1M
Blackstone Inc. 0.02% Add +65.6% 223,244 $4.8M
HRT Financial LP 0.01% Reduce -54.9% 219,191 $4.8M
Erste Asset Management GmbH 0.04% No change 214,000 $4.6M
MetLife Investment Management, LLC 0.02% Reduce -3.2% 213,308 $4.6M
DekaBank Deutsche Girozentrale 0.01% No change 350,000 $4.1M
Amalgamated Bank 0.03% Reduce -2.5% 189,804 $4.1M
Platinum Investment Management Ltd. 0.95% Reduce -21.0% 189,146 $4.1M
Mutual of America Capital Management LLC 0.04% Reduce -8.2% 182,350 $4.0M
Capitolis Liquid Global Markets LLC 0.02% New 170,800 $3.7M
Creek Drive Management Group LLC 2.74% — 170,000 $3.7M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -1.5% 167,625 $3.6M
Treasurer of the State of North Carolina 0.01% Reduce -6.8% 163,345 $3.5M
Caption Management, LLC 0.16% New 160,987 $3.5M
Cetera Investment Advisers 0.00% Add +881.5% 156,572 $3.4M
Counterpoint Mutual Funds LLC 0.25% New 155,334 $3.4M
Credit Industriel Et Commercial 0.75% Reduce -3.2% 150,000 $3.3M
Yousif Capital Management, LLC 0.04% Add +1.0% 139,552 $3.2M
Simplex Trading, LLC 0.09% Add +218.2% 143,897 $3.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -24.9% 135,303 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +15.6% 131,860 $2.9M
Artia Global Partners LP 0.45% New 129,800 $2.8M
China Universal Asset Management Co., Ltd. 0.22% Add +8.1% 129,330 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% Add +16.2% 125,240 $2.7M
Baron Capital (BAMCO) 0.01% Add +19.1% 125,000 $2.7M
Louisiana State Employees Retirement System 0.05% Add +1.2% 121,200 $2.6M
Prelude Capital Management, LLC 0.19% Add +48.6% 120,515 $2.6M
Anfield Capital Management, LLC 0.81% Reduce -23.6% 118,951 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -3.7% 117,344 $2.5M
Handelsbanken Fonder AB 0.01% Add +13.2% 117,009 $2.5M
Profund Advisors LLC 0.07% Add +6.0% 113,033 $2.5M
Kennedy Capital Management LLC 0.05% Add +2.1% 111,895 $2.4M
Fred Alger Management, LLC 0.01% New 111,872 $2.4M
State of Tennessee, Department of Treasury 0.01% Reduce -36.6% 111,274 $2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.7% 109,646 $2.4M
OMERS ADMINISTRATION Corp 0.02% Add +14.9% 108,976 $2.4M
Te Ahumairangi Investment Management Ltd 0.42% Reduce -33.6% 108,407 $2.4M
Bellevue Group AG 0.04% New 108,039 $2.3M
Franklin Resources Inc. 0.00% Add +118.6% 106,117 $2.3M
Arizona State Retirement System 0.01% Add +16.8% 105,685 $2.3M
State of Michigan Retirement System 0.01% Add +1.1% 103,500 $2.2M
American Century Companies Inc. 0.00% Add +10.0% 100,244 $2.2M
Qsemble Capital Management, LP 0.17% New 93,957 $2.0M
Mariner, LLC 0.00% Add +28.9% 93,306 $2.0M
Stifel Financial Corp. 0.00% New 91,145 $2.0M
Sandro Wealth Management LLC 1.62% — 90,267 $2.0M
Edge Wealth Management LLC 0.35% No change 90,228 $2.0M
Russell Investments Group, Ltd. 0.00% Add +100.5% 89,830 $1.9M
Prudential Financial Inc. 0.00% Add +415.3% 89,370 $1.9M
New Mexico Educational Retirement Board 0.06% No change 88,970 $1.9M
Rock Springs Capital Management LP 0.10% New 88,750 $1.9M
Oregon Public Employees Retirement Fund 0.02% Add +0.6% 87,152 $1.9M
Sei Investments Co. 0.00% Add +82.5% 86,818 $1.9M
Allianz Asset Management GmbH 0.00% Add +399.1% 85,966 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +7158.6% 80,934 $1.8M
Ameritas Investment Partners, Inc. 0.05% No change 80,645 $1.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +90.9% 80,561 $1.7M
KLP Kapitalforvaltning As 0.01% Add +5.3% 80,100 $1.7M
Elevate Capital Advisors, LLC 1.11% Reduce -31.9% 77,545 $1.7M
Raymond James Financial Inc. 0.00% Add +212.0% 76,862 $1.7M
Creative Planning 0.00% Add +17.3% 76,634 $1.7M
Worldquant Millennium Advisors LLC 0.01% Reduce -76.9% 76,161 $1.7M
MML Investors Services, LLC 0.00% New 71,550 $1.6M
Pacer Advisors, Inc. 0.00% Add +24.0% 70,259 $1.5M
Headlands Technologies LLC 0.13% New 69,443 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -92.3% 67,342 $1.5M
Quantinno Capital Management LP 0.00% Add +29.3% 66,511 $1.4M
SummitTX Capital, L.P. 0.04% Reduce -37.3% 65,887 $1.4M
Janney Montgomery Scott LLC 0.00% New 64,463 $1.4M
FORA Capital, LLC 0.17% New 63,862 $1.4M
Natixis Advisors, LLC 0.00% Add +4.2% 63,581 $1.4M
DNB Asset Management AS 0.00% Add +25.8% 61,407 $1.3M
Illinois Municipal Retirement Fund 0.02% New 60,735 $1.3M
Osaic Holdings, Inc. 0.00% Add +711.1% 56,978 $1.2M
Deeter Investments LLP 0.26% — 56,485 $1.2M
Teacher Retirement System of Texas 0.00% Reduce -25.7% 55,776 $1.2M
Atria Investments, Inc 0.01% New 55,351 $1.2M
Public Sector Pension Investment Board 0.00% New 49,700 $1.1M
Walleye Capital LLC 0.01% New 49,490 $1.1M
ProShare Advisors LLC 0.00% Add +13.3% 48,290 $1.0M
Baader Bank Aktiengesellschaft 0.09% New 47,617 $1.0M
Quadrant Capital Group LLC 0.03% Add +0.3% 45,862 $995K
Sectoral Asset Management Inc. 0.79% Reduce -9.3% 45,347 $984K
Legato Capital Management LLC 0.08% Add +40.8% 45,340 $984K
AlphaCentric Advisors LLC 0.97% — 45,076 $978K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.1% 44,956 $976K
Neuberger Berman Group LLC 0.00% Add +2.5% 44,845 $973K
Arrowstreet Capital, Limited Partnership 0.00% New 44,420 $964K
State of Alaska, Department of Revenue 0.01% Reduce -5.6% 43,352 $940K
HSBC Holdings PLC 0.00% New 41,297 $896K
Inceptionr LLC 0.24% Reduce -38.8% 40,410 $877K
Bank of Montreal 0.00% Add +1.3% 40,012 $868K
Pavaki Capital Management LLC 0.61% — 40,000 $868K
Quinn Opportunity Partners LLC 0.04% No change 40,000 $868K
Xponance LLC 0.01% Reduce -14.8% 39,800 $864K
Engineers Gate Manager LP 0.01% New 38,312 $831K
Brooklyn Investment Group 0.04% Add +140.5% 37,686 $818K
Public Employees Retirement Association of Colorado 0.00% No change 37,087 $805K
Farallon Capital Management, L.L.C. 0.00% No change 37,000 $803K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +34.4% 35,493 $770K
Ensign Peak Advisors, Inc 0.00% Reduce -37.7% 34,489 $748K
VestGen Investment Management 0.41% New 34,257 $743K
Ledgewood Wealth Advisors, LLC 0.41% No change 32,970 $715K
Securian Asset Management, Inc. 0.03% Reduce -0.7% 31,932 $693K
Blueshift Asset Management, LLC 0.20% New 31,767 $689K
Virtus Investment Advisers, LLC 0.18% Reduce -20.2% 30,922 $671K
Federated Hermes, Inc. 0.00% Add +0.8% 29,305 $636K
West Michigan Advisors, LLC 0.14% New 29,079 $631K
HighTower Advisors, LLC 0.00% Add +14.6% 28,860 $626K
Federation des caisses Desjardins du Quebec 0.00% Add +18.4% 28,715 $623K
Forum Financial Management, LP 0.01% Reduce 0.0% 28,642 $622K
Axq Capital, LP 0.14% Add +114.8% 27,879 $605K
Susquehanna Portfolio Strategies, LLC 0.01% No change 27,035 $587K
Commonwealth Equity Services, LLC 0.00% Reduce -12.9% 25,754 $559K
Nomura Holdings Inc. 0.00% New 25,706 $558K
Crossmark Global Holdings, Inc. 0.01% Add +12.5% 25,607 $556K
Vident Advisory, LLC 0.01% Reduce -0.2% 25,542 $554K
PSP Research LLC 0.47% — 24,621 $534K
VestGen Advisors, LLC 0.02% New 24,013 $521K
SG Americas Securities, LLC 0.00% Reduce -53.6% 23,294 $505K
Sterling Capital Management LLC 0.01% Reduce -4.1% 23,113 $502K
Hantz Financial Services, Inc. 0.01% Add +27.3% 22,438 $487K
Concurrent Investment Advisors, LLC 0.01% New 22,247 $483K
Summit Trail Advisors, LLC 0.01% Add +18.6% 21,440 $465K
Truist Financial Corp. 0.00% New 21,406 $465K
Legacy Capital Group California, Inc. 0.11% New 21,162 $459K
Utah Retirement Systems 0.00% No change 20,626 $448K
Maryland State Retirement & Pension System 0.01% No change 19,881 $431K
Wealth Enhancement Advisory Services, LLC 0.00% New 19,050 $412K
AlphaGrep UK Ltd 0.14% — 18,937 $411K
Dark Forest Capital Management LP 0.02% New 18,307 $397K
Empowered Funds, LLC 0.01% New 18,229 $396K
Gsa Capital Partners LLP 0.03% New 18,068 $392K
Cerity Partners LLC 0.00% New 17,620 $382K
Burns Matteson Capital Management, LLC 0.15% New 17,612 $382K
Swiss Life Asset Management Ltd 0.00% Add +20.3% 17,296 $375K
Abel Hall, LLC 0.09% New 17,206 $373K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -29.7% 16,837 $364K
LMR Partners LLP 0.00% Reduce -93.5% 16,750 $363K
Fieldview Capital Management, LLC 0.06% New 16,736 $363K
Vise Technologies, Inc. 0.01% New 16,324 $354K
Wedmont Private Capital 0.01% Add +17.0% 15,462 $340K
Inspire Investing, LLC 0.03% Reduce -25.1% 15,246 $331K
Callan Family Office, LLC 0.01% New 14,965 $325K
Mirabella Financial Services LLP 0.03% New 14,895 $323K
Pinkerton Wealth, LLC 0.03% New 14,775 $321K
Cambria Investment Management, L.P. 0.02% New 14,356 $312K
Composition Wealth, LLC 0.00% Add +0.7% 14,292 $310K
Persistent Asset Partners Ltd 0.15% Reduce -49.0% 14,121 $306K
Wells Fargo & Company 0.00% Add +273.8% 13,768 $299K
Praxis Investment Management Inc. 0.02% No change 13,680 $297K
GF Fund Management Co. LTD. 0.01% Reduce -7.0% 13,668 $297K
North Dakota State Investment Board 0.01% — 13,602 $295K
PNC Financial Services Group, Inc. 0.00% Add +9.1% 13,466 $292K
Shelton Capital Management 0.01% No change 13,285 $288K
M&T Bank Corp 0.00% New 13,290 $288K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.1% 12,752 $277K
True Freedom Investing, LLC 0.02% New 12,573 $273K
KBC Group NV 0.00% Add +17.5% 12,534 $272K
Centaurus Financial, Inc. 0.01% New 12,237 $266K
Kingswood Wealth Advisors, LLC 0.01% New 12,206 $265K
Premier Path Wealth Partners, LLC 0.03% No change 12,000 $260K
Private Advisor Group, LLC 0.00% Reduce -41.4% 11,945 $259K
Cwm, LLC 0.00% Add +281.1% 11,833 $257K
Sequoia Financial Advisors, LLC 0.00% New 11,615 $252K
Tower Research Capital LLC (TRC) 0.01% Reduce -66.7% 11,482 $249K
First Manhattan Co. Llc. 0.00% Reduce -7.9% 11,146 $242K
GAMMA Investing LLC 0.01% Add +18.7% 11,039 $240K
Raab & Moskowitz Asset Management LLC 0.05% No change 11,000 $239K
Mercer Global Advisors Inc. 0.00% New 10,456 $227K
Orion Porfolio Solutions, LLC 0.00% Add +0.2% 10,401 $226K
Bleakley Financial Group, LLC 0.00% New 10,160 $220K
Meiji Yasuda Asset Management Co Ltd. 0.01% Reduce -1.3% 10,054 $218K
Evergreen Capital Management LLC 0.00% New 10,000 $217K
Evercore Wealth Management, LLC 0.00% No change 10,000 $217K
Aptus Capital Advisors, LLC 0.00% New 9,816 $213K
Fifth Third Wealth Advisors LLC 0.01% New 9,721 $211K
Guardian Wealth Advisors, LLC / NC 0.01% New 9,697 $210K
Polen Capital Management LLC 0.00% New 9,662 $210K
Forefront Wealth Management Inc. 0.15% New 9,622 $209K
Soros Fund Management 0.00% New 9,492 $206K
STRS Ohio 0.00% Add +0.2% 9,339 $203K
State of Wyoming 0.02% Reduce -20.6% 9,301 $202K
Ethic Inc. 0.00% New 9,273 $201K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 9,242 $201K
Danske Bank A/S 0.00% No change 9,100 $197K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -45.5% 8,527 $187K
UMB Bank, n.a. 0.00% Add +10.3% 6,620 $144K
Asset Management One Co., Ltd. 0.00% New 6,168 $134K
Horizon Investments, LLC 0.00% New 5,768 $125K
US Bancorp \de 0.00% Add +13.2% 4,819 $105K
Cullen/Frost Bankers, Inc. 0.00% No change 4,700 $102K
CoreCap Advisors, LLC 0.00% No change 4,400 $95K
Fifth Third Bancorp 0.00% Add +15.8% 4,310 $94K
Truvestments Capital LLC 0.01% Add +109.7% 3,680 $80K
Farther Finance Advisors, LLC 0.00% Add +59.6% 3,600 $78K
Rockefeller Capital Management L.P. 0.00% Reduce -7.7% 3,532 $77K
Versant Capital Management, Inc 0.01% Add +0.8% 3,455 $75K
GeoWealth Management, LLC 0.00% New 3,348 $73K
Clearstead Advisors, LLC 0.00% Add +141.7% 2,907 $63K
CIBC Private Wealth Group LLC 0.00% Add +7614.3% 2,700 $59K
Quantbot Technologies LP 0.00% New 2,606 $57K
Allworth Financial LP 0.00% Add +42.1% 2,551 $55K
EverSource Wealth Advisors, LLC 0.00% Add +3.5% 2,517 $55K
Signaturefd, LLC 0.00% Add +15.2% 2,382 $52K
Covestor Ltd 0.03% Reduce -11.4% 2,305 $50K
Nomura Asset Management Co. Ltd. 0.00% No change 2,200 $48K
Kestra Advisory Services, LLC 0.00% New 2,165 $47K
Jones Financial Companies LLLP 0.00% Add +26.3% 2,091 $45K
Daiwa Securities Group Inc. 0.00% Reduce -3.7% 2,065 $45K
T. Rowe Price Investment Management, Inc. 0.00% Reduce -22.1% 2,048 $45K
Bessemer Group Inc. 0.00% Add +9.3% 2,024 $44K
Aster Capital Management (DIFC) Ltd 0.02% Reduce -54.9% 1,988 $43K
Parallel Advisors, LLC 0.00% Add +9.7% 1,545 $34K
Bell Investment Advisors, Inc 0.01% Add +35.0% 1,446 $31K
SBI Securities Co., Ltd. 0.00% Add +1740.3% 1,233 $27K
Smartleaf Asset Management LLC 0.00% New 1,052 $23K
Rachor Investment Advisory Services, LLC 0.01% — 1,040 $23K
Root Financial Partners, LLC 0.00% Add +90.2% 1,012 $22K
Rakuten Securities, Inc. 0.01% Add +43500.0% 872 $19K
Zions Bancorporation, National Association 0.00% New 853 $19K
TD Private Client Wealth LLC 0.00% Add +0.8% 827 $18K
MassMutual Private Wealth & Trust, FSB 0.00% Add +24.6% 804 $17K
Larson Financial Group LLC 0.00% Add +3.0% 801 $17K
Salomon & Ludwin, LLC 0.00% No change 699 $15K
Sound Income Strategies, LLC 0.00% New 571 $13K
Torren Management, LLC 0.01% — 524 $11K
Avion Wealth 0.00% Add +4.4% 522 $11K
SageView Advisory Group, LLC 0.00% New 505 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 455 $10K
Private Wealth Management Group, LLC 0.00% No change 426 $9K
Blue Trust, Inc. 0.00% New 416 $9K
Harbour Investments, Inc. 0.00% New 366 $8K
SJS Investment Consulting Inc. 0.00% Add +1471.4% 330 $7K
Farmers & Merchants Investments Inc. 0.00% No change 330 $7K
Red Tortoise LLC 0.00% No change 241 $5K
Arax Advisory Partners 0.00% Reduce -65.7% 238 $5K
Clearstead Trust, LLC 0.00% Add +119.2% 228 $5K
Marquette Asset Management, LLC 0.00% No change 210 $5K
JFS Wealth Advisors, LLC 0.00% Add +237.7% 206 $4K
Aspect Partners, LLC 0.00% New 200 $4K
Assetmark, Inc. 0.00% No change 197 $4K
Rothschild Investment LLC 0.00% Add +288.0% 194 $4K
Golden State Wealth Management, LLC 0.00% No change 186 $4K
Keating Financial Advisory Services, Inc. 0.00% — 177 $4K
NFSG Corp 0.00% New 175 $4K
Huntington National Bank 0.00% Reduce -21.5% 161 $3K
Raffa Wealth Management, LLC 0.00% No change 160 $3K
Toth Financial Advisory Corp. 0.00% No change 150 $3K
MAI Capital Management 0.00% New 128 $3K
Sachetta, LLC 0.00% No change 124 $3K
Aventura Private Wealth, LLC 0.00% No change 124 $3K
Global Retirement Partners, LLC 0.00% No change 112 $2K
Fortitude Family Office, LLC 0.00% Add +128.9% 103 $2K
Quent Capital, LLC 0.00% No change 102 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 100 $2K
Geneos Wealth Management Inc. 0.00% No change 100 $2K
Rossby Financial, LCC 0.00% Reduce -99.1% 90 $2K
Elevation Wealth Partners, LLC 0.00% New 75 $2K
SouthState Bank Corp 0.00% Reduce -48.5% 68 $1K
Essential Partners LLC 0.00% New 60 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +87.1% 58 $1K
Bare Financial Services, Inc 0.00% Reduce -56.3% 56 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% New 54 $1K
Activest Wealth Management 0.00% No change 48 $1K
FNY Investment Advisers, LLC 0.00% Reduce -99.4% 60 $1K
Cromwell Holdings LLC 0.00% No change 46 $998
Bogart Wealth, LLC 0.00% No change 43 $933
Private Trust Co. NA 0.00% New 39 $846
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 38 $825
MV Capital Management, Inc. 0.00% Add +2.7% 38 $825
IFP Advisors, Inc 0.00% Add +250.0% 35 $760
AdvisorNet Financial, Inc 0.00% No change 34 $738
Godfrey Financial Associates, Inc. 0.00% — 32 $694
Cornerstone Financial Management LLC 0.00% — 30 $651
Rialto Wealth Management, LLC 0.00% Add +172.7% 30 $651
True Wealth Design, LLC 0.00% No change 28 $608
HFM Investment Advisors, LLC 0.00% Add +73.3% 26 $565
Breakwater Investment Management 0.00% New 25 $543
Stone House Investment Management, LLC 0.00% No change 25 $543
Financial Management Professionals, Inc. 0.00% New 21 $456
Bay Harbor Wealth Management, LLC 0.00% Add +300.0% 20 $434
Principia Wealth Advisory, LLC 0.00% Add +183.3% 17 $369
Quaker Wealth Management, LLC 0.00% New 10 $217
IMA Advisory Services, Inc. 0.00% No change 9 $195
American Capital Advisory, LLC 0.00% Add +250.0% 7 $152
Dunhill Financial, LLC 0.00% New 6 $133
Transamerica Financial Advisors, LLC 0.00% No change 5 $109
Optiver Holding B.V. 0.00% Reduce -99.8% 2 $43

"% of holder's portfolio" is ROIV's weight in each manager's 13F, not the share of Roivant Sciences Ltd. the manager owns.