REGENERON PHARMACEUTICALS (REGN) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q1 2026) show 5 hedge funds and institutional investors holding a combined 4.8M shares of REGENERON PHARMACEUTICALS (REGN), valued at $3.7B. The median portfolio weight is 3.9%.
Quarterly institutional ownership changes in REGN show net selling, with the combined position decreasing by 166K shares (3.3%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to REGN are Davern Capital Partners (9.5% of its 13F portfolio), Southeastern Asset Management (5.0%), and Sound Shore Management (3.9%). In Q1 2026, Vestal Point Capital made the largest position increase (+0.9%), while Davern Capital Partners made the largest reduction (-3.6%).
Top 5 Institutional Holders in REGENERON PHARMACEUTICALS (REGN), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q1 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | Davern Capital Partners | 44,800 | $34.6M | 9.5% |
| 2 | Southeastern Asset Management | 130,662 | $101.0M | 5.0% |
| 3 | Sound Shore Management | 150,960 | $116.6M | 3.9% |
| 4 | Dodge & Cox | 4,458,238 | $3.4B | 1.9% |
| 5 | Vestal Point Capital | 40,000 | $30.9M | 0.9% |
- 5Institutional investors
- 4,824,660Shares held (disclosed)
- $3.7B13F market value
- 3.9%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of REGN. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold REGN. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- Vestal Point Capital+0.9% · +40,000 shares
Top sellers
- Davern Capital Partners-3.6% · -7,620 shares
- Southeastern Asset Management-0.7% · -35,130 shares
- Sound Shore Management-0.4% · -24,927 shares
Ownership Statistics
- Funds holding
- 5
- Median weight
- 3.9%
- Largest holder
- Davern Capital Partners · 9.5%
- Smallest holder
- Vestal Point Capital · 0.9%
- Shares held
- 4,824,660 (-165,797)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding REGN in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | Davern Capital Partners | 44,800 | $34.6M | 9.5% |
| 2 | Southeastern Asset Management | 130,662 | $101.0M | 5.0% |
| 3 | Sound Shore Management | 150,960 | $116.6M | 3.9% |
| 4 | Dodge & Cox | 4,458,238 | $3.4B | 1.9% |
| 5 | Vestal Point Capital | 40,000 | $30.9M | 0.9% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in REGENERON PHARMACEUTICALS (REGN) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See REGENERON PHARMACEUTICALS (REGN) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track REGN Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for REGENERON PHARMACEUTICALS (REGN). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to REGN on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in REGN?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Davern Capital Partners , Southeastern Asset Management , and Sound Shore Management as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the REGN ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this REGN data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds REGN stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for REGN as of each filing date.