바이오젠(주)
MX ˙ BMV ˙ US09062X1037
SecurityMX:BIIB / Biogen Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership2,112 shares
Latest Disclosed Value $ 387,193
Evercore Wealth Management, LLC reports 1.40% decrease in ownership of BIIB / Biogen Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,112 shares of Biogen Inc. (MX:BIIB) valued at $387,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,142 shares of Biogen Inc.. This represents a change in shares of -1.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BIOGEN COM 09062X103 2,112 -30 -1.40 387 2.93 0.0033
2026-02-17 2025-12-31 13F BIOGEN COM 09062X103 2,142 0 0.00 377 25.33 0.0055
2025-11-14 2025-09-30 13F BIOGEN COM 09062X103 2,142 0 0.00 300 11.52 0.0044
2025-08-14 2025-06-30 13F BIOGEN COM 09062X103 2,142 0 0.00 269 -8.19 0.0042
2025-05-15 2025-03-31 13F BIOGEN COM 09062X103 2,142 0 0.00 293 -10.40 0.0047
2025-02-14 2024-12-31 13F BIOGEN COM 09062X103 2,142 0 0.00 328 -21.20 0.0049
2024-11-14 2024-09-30 13F BIOGEN COM 09062X103 2,142 0 0.00 415 -16.33 0.0062
2024-08-14 2024-06-30 13F BIOGEN COM 09062X103 2,142 0 0.00 497 7.59 0.0078
2024-05-15 2024-03-31 13F BIOGEN COM 09062X103 2,142 -8 -0.37 462 -17.09 0.0072
2024-02-14 2023-12-31 13F BIOGEN COM 09062X103 2,150 -10 -0.46 556 0.18 0.0093
2023-11-14 2023-09-30 13F BIOGEN COM 09062X103 2,160 0 0.00 555 -9.76 0.0104
2023-08-04 2023-06-30 13F BIOGEN COM 09062X103 2,160 -3 -0.14 615 2.33 0.0113
2023-05-15 2023-03-31 13F BIOGEN COM 09062X103 2,163 13 0.60 601 1.01 0.0120
2023-02-14 2022-12-31 13F BIOGEN COM 09062X103 2,150 -100 -4.44 595 -1.00 0.0125
2022-11-14 2022-09-30 13F BIOGEN COM 09062X103 2,250 0 0.00 601 30.94 0.0136
2022-08-15 2022-06-30 13F BIOGEN COM 09062X103 2,250 0 0.00 459 -3.16 0.0097
2022-05-16 2022-03-31 13F BIOGEN COM 09062X103 2,250 -26 -1.14 474 -13.19 0.0084
2022-02-14 2021-12-31 13F BIOGEN COM 09062X103 2,276 -1,336 -36.99 546 -46.58 0.0089
2021-11-15 2021-09-30 13F BIOGEN COM 09062X103 3,612 -998 -21.65 1,022 -35.96 0.0185
2021-08-16 2021-06-30 13F BIOGEN COM 09062X103 4,610 -107 -2.27 1,596 21.00 0.0292
2021-05-17 2021-03-31 13F BIOGEN COM 09062X103 4,717 29 0.62 1,319 14.90 0.0261
2021-02-16 2020-12-31 13F BIOGEN COM 09062X103 4,688 -501 -9.66 1,148 -22.01 0.0247
2020-11-16 2020-09-30 13F BIOGEN COM 09062X103 5,189 -118 -2.22 1,472 3.66 0.0360
2020-08-13 2020-06-30 13F BIOGEN COM 09062X103 5,307 -31 -0.58 1,420 -15.93 0.0379
2020-05-14 2020-03-31 13F BIOGEN COM 09062X103 5,338 -285 -5.07 1,689 1.26 0.0557
2020-02-13 2019-12-31 13F BIOGEN COM 09062X103 5,623 -200 -3.43 1,668 23.01 0.0449
2019-11-14 2019-09-30 13F BIOGEN COM 09062X103 5,823 112 1.96 1,356 1.50 0.0398
2019-08-13 2019-06-30 13F BIOGEN COM 09062X103 5,711 -102 -1.75 1,336 -2.77 0.0406
2019-05-14 2019-03-31 13F BIOGEN COM 09062X103 5,813 -299 -4.89 1,374 -25.29 0.0443
2019-02-13 2018-12-31 13F BIOGEN COM 09062X103 6,112 137 2.29 1,839 -12.88 0.0695
2018-11-13 2018-09-30 13F BIOGEN COM 09062X103 5,975 -471 -7.31 2,111 12.83 0.0675
2018-08-14 2018-06-30 13F BIOGEN COM 09062X103 6,446 2,225 52.71 1,871 61.85 0.0639
2018-05-14 2018-03-31 13F BIOGEN COM 09062X103 4,221 -150 -3.43 1,156 -17.01 0.0442
2018-02-13 2017-12-31 13F BIOGEN COM 09062X103 4,371 -583 -11.77 1,393 -10.24 0.0518
2017-11-13 2017-09-30 13F BIOGEN COM 09062X103 4,954 -172 -3.36 1,552 11.57 0.0604
2017-08-11 2017-06-30 13F BIOGEN COM 09062X103 5,126 -241 -4.49 1,391 -5.25 0.0537
2017-05-12 2017-03-31 13F BIOGEN COM 09062X103 5,367 -44 -0.81 1,468 -4.36 0.0574
2017-02-08 2016-12-31 13F BIOGEN COM 09062X103 5,411 910 20.22 1,535 8.94 0.0636
2016-11-10 2016-09-30 13F BIOGEN COM 09062X103 4,501 28 0.63 1,409 30.34 0.0583
2016-09-20 2016-06-30 13F/A-1 BIOGEN COM 09062X103 4,473 138 3.18 1,081 -4.17 0.0478
2016-08-01 2016-06-30 13F BIOGEN COM 09062X103 4,403 1,064
2016-05-02 2016-03-31 13F BIOGEN COM 09062X103 4,335 -43 -0.98 1,128 -15.88 0.0498
2016-02-16 2015-12-31 13F BIOGEN COM 09062X103 4,378 -231 -5.01 1,341 -0.30 0.0622
2015-11-16 2015-09-30 13F BIOGEN COM 09062X103 4,609 24 0.52 1,345 -27.42 0.0643
2015-08-06 2015-06-30 13F BIOGEN COM 09062X103 4,585 -34 -0.74 1,853 -4.97 0.0836
2015-05-06 2015-03-31 13F BIOGEN COM 09062X103 4,619 -426 -8.44 1,950 13.77 0.0895
2015-02-13 2014-12-31 13F BIOGEN IDEC COM 09062X103 5,045 309 6.52 1,714 9.38 0.0854
2014-11-13 2014-09-30 13F BIOGEN IDEC COM 09062X103 4,736 -152 -3.11 1,567 1.82 0.0785
2014-08-14 2014-06-30 13F BIOGEN IDEC COM 09062X103 4,888 24 0.49 1,539 3.29 0.0794
2014-05-15 2014-03-31 13F BIOGEN IDEC COM 09062X103 4,864 -135 -2.70 1,490 6.50 0.0836
2014-02-11 2013-12-31 13F BIOGEN IDEC COM 09062X103 4,999 -399 -7.39 1,399 7.62 0.0769
2013-11-13 2013-09-30 13F BIOGEN IDEC COM 09062X103 5,398 208 4.01 1,300 16.28 0.0745
2013-08-14 2013-06-30 13F BIOGEN IDEC COM 09062X103 5,190 5,190 1,118 0.0633
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.