Harvard Bioscience Ownership | Who Owns Harvard Bioscience?

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Harvard Bioscience Ownership Summary

Harvard Bioscience is owned by 73.29% institutional investors, 7.77% insiders, and 18.94% retail investors. Blackrock is the largest institutional shareholder, holding 6.55% of HBIO shares. Harvey Partners Small-Cap Opportunity is the top mutual fund, with 4.75% of its assets in Harvard Bioscience shares.

HBIO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Harvard Bioscience	73.29%	7.77%	18.94%
Sector	Healthcare Stocks	46.98%	7.90%	45.12%
Industry	Medical Instruments & Supplies Stocks	56.05%	10.80%	33.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.84M	6.55%	$8.10M
Punch & associates investment management	2.77M	6.39%	$7.90M
Harvey partners	2.56M	5.89%	$7.29M
Amh equity	2.20M	5.07%	$6.27M
Vanguard group	2.12M	4.88%	$6.04M
Granahan investment management	1.93M	4.44%	$5.49M
Dimensional fund advisors lp	1.83M	4.21%	$5.21M
B. riley asset management	1.54M	3.54%	$4.38M
Royce & associates lp	1.44M	3.32%	$4.11M
Boothbay fund management	1.34M	3.08%	$3.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Amh equity	2.20M	8.31%	$6.27M
B. riley asset management	1.54M	2.19%	$4.38M
Meros investment management, lp	835.21K	1.13%	$2.38M
Harvey partners	2.56M	0.88%	$7.29M
Acuitas investments	407.34K	0.62%	$1.16M
Punch & associates investment management	2.77M	0.46%	$7.90M
Bard associates	297.00K	0.32%	$846.44K
Riverwater partners	105.98K	0.22%	$302.03K
Granahan investment management	1.93M	0.22%	$5.49M
Heartland advisors	1.20M	0.19%	$3.42M

Top Buyers

Holder	Shares	% Assets	Change
Russell investments group	423.02K	0.00%	422.97K
Heartland advisors	1.20M	0.19%	310.87K
Assenagon asset management	227.70K	0.00%	150.22K
Millennium management	148.42K	0.00%	129.45K
Royce & associates lp	1.44M	0.04%	92.67K

Top Sellers

Holder	Shares	% Assets	Change
B. riley asset management	1.54M	2.19%	-1.30M
Portolan capital management	12.00K	0.00%	-685.84K
Archon capital management	-	-	-260.86K
Boston partners	-	-	-207.33K
New york state common retirement fund	16.84K	0.00%	-161.51K

New Positions

Holder	Shares	% Assets	Change	Value
Gabelli funds	45.00K	0.00%	45.00K	$128.25K
Sherbrooke park advisers	42.42K	0.02%	42.42K	$120.89K
Verition fund management	38.31K	0.00%	38.31K	$109.18K
Virtu financial	35.39K	0.01%	35.39K	$101.00K
Corebridge financial	21.93K	0.00%	21.93K	$62.49K

Sold Out

Holder	Change
Clear street markets	-310.00
Innealta capital	-1.67K
Concord wealth partners	-2.25K
Metropolitan life insurance co/ny	-2.34K
Bailard	-13.23K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	101	12.22%	31,809,122	-2.15%	73	1.31%	61	79.41%	26	-35.00%
Mar 31, 2024	90	-4.26%	32,508,345	-1.43%	74	1.24%	34	-12.82%	40	37.93%
Dec 31, 2023	94	-4.08%	32,980,745	0.14%	77	1.31%	39	-18.75%	29	3.57%
Sep 30, 2023	98	-4.85%	32,933,859	1.45%	77	1.31%	48	-27.27%	28	27.27%
Jun 30, 2023	103	53.73%	32,464,182	7.44%	76	1.49%	66	186.96%	22	-12.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Harvey Partners Small-Cap Opportunity	2.07M	4.75%	6.09K
Vanguard Total Stock Mkt Idx Inv	1.26M	2.89%	-
Heartland Value Investor	1.20M	2.75%	-
iShares Russell 2000 ETF	952.12K	2.18%	-2.14K
Acuitas US Microcap Strategy	682.85K	1.57%	-
Royce Micro-Cap Invmt	647.02K	1.48%	5.26K
Vanguard Institutional Extnd Mkt Idx Tr	579.99K	1.33%	-
JNL Multi-Manager Small Cap Growth A	453.80K	1.04%	-24.98K
Granahan SC Advantage	453.80K	1.04%	-24.98K
Fidelity Small Cap Index	412.29K	0.95%	-1.40K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 13, 2024	Green James W	Chief Executive Officer	Buy	$29.10K
Jun 06, 2024	Green James W	Chief Executive Officer	Buy	$61.40K
Aug 17, 2023	Green James W	Chief Executive Officer	Buy	$109.50K
Mar 14, 2023	EDRICK ALAN I	-	Buy	$36.87K
Mar 15, 2023	EDRICK ALAN I	-	Buy	$42.42K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	2	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	1	-
2023 Q2	-	-

HBIO Ownership FAQ

Who Owns Harvard Bioscience?

Harvard Bioscience shareholders are primarily institutional investors at 73.29%, followed by 7.77% insiders and 18.94% retail investors. The average institutional ownership in Harvard Bioscience's industry, Medical Instruments & Supplies Stocks, is 56.05%, which Harvard Bioscience exceeds.

Who owns the most shares of Harvard Bioscience?

Harvard Bioscience’s largest shareholders are Blackrock (2.84M shares, 6.55%), Punch & associates investment management (2.77M shares, 6.39%), and Harvey partners (2.56M shares, 5.89%). Together, they hold 18.83% of Harvard Bioscience’s total shares outstanding.

Does Blackrock own Harvard Bioscience?

Yes, BlackRock owns 6.55% of Harvard Bioscience, totaling 2.84M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.1M$. In the last quarter, BlackRock increased its holdings by 9.99K shares, a 0.35% change.

Who is Harvard Bioscience’s biggest shareholder by percentage of total assets invested?

Amh equity is Harvard Bioscience’s biggest shareholder by percentage of total assets invested, with 8.31% of its assets in 2.2M Harvard Bioscience shares, valued at 6.27M$.

Who is the top mutual fund holder of Harvard Bioscience shares?

Harvey Partners Small-Cap Opportunity is the top mutual fund holder of Harvard Bioscience shares, with 4.75% of its total shares outstanding invested in 2.07M Harvard Bioscience shares.

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