INVITAE CORP
CUSIP 46185L103
Invitae Corp has 259 institutional holders in Filings Flow’s 13F database, together reporting 121.44M shares worth $207M as of Q4 2022. The largest reported holders are Norges Bank, Legal & General Group PLC, and Avior Wealth Management, LLC.
Institutional Holders
259
Q4 2022
Reported Value
$207M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Redwood Wealth Management Group, LLC$232M AUM | 0.00% | $254 | 28.2K | Q2 2024OLDER |
| ADIRONDACK TRUST CO$336M AUM | 0.00% | $125 | 125 | Q2 2024OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.00% | $630 | 70.0K | Q2 2024OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.00% | $252 | 28.0K | Q2 2024OLDER |
| Lindbrook Capital, LLC$1.1B AUM | 0.00% | $90 | 10.0K | Q2 2024OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $17,289 | 27.6K | Q1 2025 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $38 | 4.2K | Q2 2024OLDER |
| C M BIDWELL & ASSOCIATES LTD$214M AUM | 0.00% | $1 | 112 | Q2 2024OLDER |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $2 | 5.5K | Q2 2024OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.00% | $1 | 66 | Q2 2024OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $1 | 109 | Q2 2024OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1 | 1.4K | Q2 2024OLDER |
| Rise Advisors, LLC$284M AUM | — | $0 | 25 | Q2 2024OLDER |
| Main Street Group, LTD$340M AUM | — | $0 | 100 | Q2 2024OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | — | $0 | 780 | Q2 2024OLDER |
| WEST PACES ADVISORS INC.$516M AUM | — | $0 | 15 | Q2 2024OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | — | $0 | 36.0K | Q2 2024OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | — | $0 | 50 | Q2 2024OLDER |
| Alphabet Inc.$4.0B AUM | — | $0 | 235.6K | Q4 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.