Vault-13

AVITA MEDICAL INC RCEL

COM · Common Stock · CUSIP 05380C102

Australian public company

73 institutional holders -7 vs Q1 2026
4,923,0634.9m shares reported held*
15.9% of all shares outstanding*
$20.3mreported value*
20 new 25 added 21 reduced 25 sold out net sold ≈ $48.7m (-847.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($28.2k this quarter). Holder counts are more reliable. Shares outstanding: 30.9m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $4.13. Options: 2 managers hold calls ($108.6k notional), 2 hold puts ($130.5k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 49Q4 22: 53Q1 23: 73Q2 23: 81Q3 23: 82Q4 23: 85Q1 24: 83Q2 24: 69Q3 24: 68Q4 24: 74Q1 25: 75Q2 25: 81Q3 25: 76Q4 25: 67Q1 26: 80Q2 26: 7373Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202249
Q4 202253
Q1 202373
Q2 202381
Q3 202382
Q4 202385
Q1 202483
Q2 202469
Q3 202468
Q4 202474
Q1 202575
Q2 202581
Q3 202576
Q4 202567
Q1 202680
Q2 202673

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 34 bought or addedQ3 24: 28 cut or sold outQ4 24: 38 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 29 cut or sold outQ2 25: 42 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 55 cut or sold outQ4 25: 22 bought or addedQ4 25: 46 cut or sold outQ4 25Q1 26: 52 bought or addedQ1 26: 24 cut or sold outQ2 26: 45 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243428
Q4 20243822
Q1 20253729
Q2 20254236
Q3 20252955
Q4 20252246
Q1 20265224
Q2 20264546

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150m$200mQ3 25 calls: $1.1mQ3 25 puts: $399.6kQ3 25P/C 0.35Q4 25 calls: $464.0kQ4 25 puts: $74.2kQ4 25P/C 0.16Q1 26 calls: $154.6mQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $108.6kQ2 26 puts: $130.5kQ2 26P/C 1.20
Numbers
QuarterCallsPutsP/C
Q3 2025$1.1m$399.6k0.35
Q4 2025$464.0k$74.2k0.16
Q1 2026$154.6m$00.00
Q2 2026$108.6k$130.5k1.20

Biggest buyers

MARSHALL WACE, LLP Added +285,825+285.8k
AQR CAPITAL MANAGEMENT LLC Added +226,652+226.7k
MACQUARIE GROUP LTD Added +132,262+132.3k
Quantinno Capital Management LP Added +82,765+82.8k
Qube Research & Technologies Ltd New +63,784+63.8k
NewEdge Advisors, LLC Added +62,046+62.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +60,746+60.7k
XTX Topco Ltd New +57,161+57.2k
BNP PARIBAS FINANCIAL MARKETS Added +50,791+50.8k
MORGAN STANLEY Added +42,841+42.8k

Biggest sellers

ORBIMED ADVISORS LLC Sold out -40,500,000-40.5m
BlackRock, Inc. Reduced -568,174-568.2k
ORBIMED ADVISORS LLC Sold out -544,895-544.9k
STATE STREET CORP Reduced -300,045-300.0k
GEODE CAPITAL MANAGEMENT, LLC Reduced -203,152-203.2k
NORTHERN TRUST CORP Reduced -114,208-114.2k
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -82,301-82.3k
STRS OHIO Sold out -47,700-47.7k
Nuveen, LLC Sold out -42,389-42.4k
DEUTSCHE BANK AG\ Sold out -31,732-31.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $92.5k22.4k shares
SIMPLEX TRADING, LLC Reduced $16.1k3.9k shares

Biggest puts

CITADEL ADVISORS LLC New $65.3k15.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $65.3k15.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: VANGUARD GROUP INC (4.7%, 2026-01-30)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 2 buyingQ4 24: 0 sellingQ1 25: 2 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 2 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 2 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20242$18.5k0——
Q1 20252$212.3k0——
Q2 20250—0——
Q3 20252$113.7k0——
Q4 20250—0——
Q1 20261$21.1k0——
Q2 20262$213.5k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-12 O'Toole David D CFO Bought 2,000 $3.97 $7.9k2.0k shares +1%
2026-06-09 Woody Joseph Fralin Director Bought 10,000 $4.19 $41.9k10.0k shares +11%
2026-06-09 Woody Joseph Fralin Director Bought 5,200 $4.00 $20.8k5.2k shares +5%
2026-06-03 Woody Joseph Fralin Director Bought 10,000 $4.09 $41.0k10.0k shares +12%
2026-06-02 Woody Joseph Fralin Director Bought 10,000 $4.20 $42.0k10.0k shares +100%
2026-06-01 Woody Joseph Fralin Director Bought 10,000 $4.30 $43.0k10.0k shares new
2026-05-20 O'Toole David D CFO Bought 2,000 $4.26 $8.5k2.0k shares +1%
2026-05-19 O'Toole David D CFO Bought 2,000 $4.24 $8.5k2.0k shares +1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,333,9141.3m $5.5m $5.5m 0.00% Reduced -1.2k -1,238
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 564,952565.0k $2.3m $2.3m 0.00% Reduced -568.2k -568,174
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 339,822339.8k $1.4m $1.4m 0.00% Reduced -203.2k -203,152
4 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 338,387338.4k $1.4m $1.4m 0.00% Added +285.8k +285,825
5 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 321,013321.0k $1.3m $1.3m 0.00% Added +226.7k +226,652
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 200,462200.5k $827.9k $827.9k 0.00% Added +42.8k +42,841
7 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 182,402182.4k $753.3k $753.3k 0.00% Reduced -11.0k -11,034
8 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 148,931148.9k $615.1k $615.1k 0.00% Added +62.0k +62,046
9 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 144,164144.2k $595.4k $595.4k 0.00% Added +132.3k +132,262
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 128,977129.0k $532.7k $532.7k 0.00% Reduced -300.0k -300,045
11 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 105,248105.2k $434.7k $434.7k 0.00% Added +82.8k +82,765
12 Divisadero Street Capital Management, LP 0.01% of their portfolio MIAMI, FL 100,000100.0k $413.0k $413.0k 0.01% Unchanged
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 84,03384.0k $347.1k $347.1k 0.00% Added +21.6k +21,579
14 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 76,73776.7k $316.9k $316.9k 0.00% Reduced -23.1k -23,108
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 68,97369.0k $284.9k $284.9k 0.00% Reduced -114.2k -114,208
16 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 63,78463.8k $263.4k $263.4k 0.00% New
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 60,74660.7k $250.9k $250.9k 0.00% New
18 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 57,16157.2k $236.1k $236.1k 0.00% New
19 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 53,95854.0k $222.8k $222.8k 0.00% Added +50.8k +50,791
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 51,66751.7k $213.4k $213.4k 0.00% Reduced -10.5k -10,461
21 FMR LLC 0.00% of their portfolio BOSTON, MA 32,51532.5k $134.3k $134.3k 0.00% Added +3.9k +3,879
22 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 32,40032.4k $133.8k $133.8k 0.00% New
23 THOMPSON DAVIS & CO., INC. 0.08% of their portfolio RICHMOND, VA 31,09031.1k $128.4k $128.4k 0.08% Reduced -8.0k -7,960
24 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 30,77530.8k $127.1k $127.1k 0.00% New
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 29,01329.0k $119.8k $119.8k 0.00% Added +259 +259
26 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 28,05428.1k $115.9k $115.9k 0.00% Added +9.6k +9,583
27 IHT Wealth Management, LLC 0.00% of their portfolio Chicago, IL 24,60024.6k $101.6k $101.6k 0.00% Reduced -500 -500
28 Virtu Financial LLC 0.00% of their portfolio New York, NY 24,48224.5k $101.0k $101.0k 0.00% New
29 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 23,01123.0k $95.0k $95.0k 0.00% New
30 R Squared Ltd 0.05% of their portfolio HONG KONG, K3 22,88322.9k $94.5k $94.5k 0.05% Added +7.6k +7,598
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,24621.2k $87.7k $87.7k 0.00% Reduced -4.4k -4,378
32 Mariner, LLC 0.00% of their portfolio Overland Park, KS 19,63419.6k $81.1k $81.1k 0.00% New
33 Abel Hall, LLC 0.01% of their portfolio BATON ROUGE, LA 15,77915.8k $65.2k $65.2k 0.01% Reduced -1.0k -1,031
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 15,67415.7k $64.7k $64.7k 0.00% Reduced -30.6k -30,632
35 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 15,42915.4k $63.7k $63.7k 0.00% New
36 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 15,00015.0k $62.0k $62.0k 0.00% Unchanged
37 nVerses Capital, LLC 0.09% of their portfolio WELLINGTON, FL 13,66813.7k $56.4k $56.4k 0.09% New
38 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 12,85712.9k $53.1k $53.1k 0.00% New
39 China Universal Asset Management Co., Ltd. 0.00% of their portfolio SHANGHAI, F4 12,50012.5k $51.6k $51.6k 0.00% Added +2.5k +2,500
40 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 11,82911.8k $48.9k $48.9k 0.00% New
41 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,64011.6k $48.1k $48.1k 0.00% New
42 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 10,17910.2k $42.0k $42.0k 0.00% New
43 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 9,7349.7k $40.2k $40.2k 0.00% Unchanged
44 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 7,1537.2k $29.5k $29.5k 0.00% Added +7.1k +7,123
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,0847.1k $29.0k $29.0k 0.00% Added +7.0k +6,987
46 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 6,6116.6k $27.3k $27.3k 0.00% Reduced -20.0k -20,034
47 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 4,3034.3k $17.1k $17.1k 0.00% Added +3.0k +3,014
48 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,2732.3k $9.4k $9.4k 0.00% Reduced -1.8k -1,756
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,2322.2k $9.5k $9.5k 0.00% Reduced -3.7k -3,683
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,1802.2k $9.0k $9.0k 0.00% Reduced -5.1k -5,104
51 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 1,4181.4k $5.9k $5.9k 0.00% Added +556 +556
52 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,2491.2k $5.2k $5.2k 0.00% New
53 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 834834 $3.4k $3.4k 0.00% Reduced -31 -31
54 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 755755 $3.1k $3.1k 0.00% Reduced -1.9k -1,927
55 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 717717 $3.0k $3.0k 0.00% Added +433 +433
56 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 652652 $3.0k $3.0k 0.00% Unchanged
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 630630 $2.6k $2.6k 0.00% New
58 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 501501 $2.1k $2.1k 0.00% Added +395 +395
59 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 433433 $1.8k $1.8k 0.00% Reduced -212 -212
60 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 409409 $1.7k $1.7k 0.00% Added +377 +377
61 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 295295 $1.2k $1.2k 0.00% Unchanged
62 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 190190 $785 $785 0.00% Reduced -982 -982
63 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 147147 $608 $608 0.00% Added +138 +138
64 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 119119 $491 $491 0.00% Added +108 +108
65 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 9393 $384 $384 0.00% Unchanged
66 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 6969 $285 $285 0.00% New
67 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6262 $260 $260 0.00% Added +52 +52
68 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 4747 $194 $194 0.00% New
69 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4040 $165 $165 0.00% Unchanged
70 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 3434 $141 $141 0.00% Added +32 +32
71 Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio SIOUX FALLS, SD 2424 $99 $99 0.00% New
72 JPL Wealth Management, LLC 0.00% of their portfolio GREENWOOD VILLAGE, CO 66 $25 $25 0.00% Added +1 +1
73 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 33 $13 $13 0.00% New