AORTNYSESurgical & Medical Instruments & ApparatusFiscal year ends December 31
ARTIVION, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$22.28+0.50 (+2.30%)
Close on Oct 19, 2026
- Market cap
- $1.08B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.9%
46M of 49M shares
Institutional holders
206
37 new, 66 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 64 sales
Net sold $20.73M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 5,977,264 | 12.70% | 13G (passive) amendment | Sep 30, 2025 |
| Nomura Investment Management Business Trust | 3,184,974 | 6.50% | 13G (passive) amendment | Jun 30, 2026 |
| Nomura Asset Management International Inc. | 2,613,471 | 5.50% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AORT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,674,017 | 13.69% | $149.97M | +199,163 | 0.00% |
| Nomura Asset Management International Inc. | 3,184,974 | 6.53% | $71.57M | +728,828 | 0.11% |
| Morgan Stanley | 2,557,961 | 5.25% | $57.48M | +288,667 | 0.00% |
| Juniper Investment Company, LLC | 2,019,885 | 4.14% | $45.39M | +830,749 | 12.02% |
| Vanguard Capital Management LLC | 2,004,619 | 4.11% | $45.04M | +52,611 | 0.00% |
| FMR LLC | 1,963,471 | 4.03% | $44.12M | −619,956 | 0.00% |
| State Street Corp | 1,858,051 | 3.81% | $41.75M | +175,778 | 0.00% |
| Ophir Asset Management Pty Ltd | 1,800,008 | 3.69% | $40.45M | +849,158 | 3.33% |
| Perceptive Advisors LLC | 1,737,290 | 3.56% | $39.04M | +100,000 | 0.59% |
| Conestoga Capital Advisors, LLC | 1,623,700 | 3.33% | $36.48M | +448,290 | 0.79% |
| Wellington Management Group Llp | 1,260,279 | 2.58% | $28.32M | +103,592 | 0.00% |
| Geode Capital Management, LLC | 1,114,297 | 2.29% | $25.04M | −18,206 | 0.00% |
| Silvercrest Asset Management Group LLC | 1,024,091 | 2.10% | $23.01M | +363,150 | 0.15% |
| Vanguard Portfolio Management LLC | 988,219 | 2.03% | $22.21M | −49,226 | 0.00% |
| Dimensional Fund Advisors LP | 947,941 | 1.94% | $21.30M | −79,634 | 0.00% |
| Citadel Advisors LLC | 827,594 | 1.70% | $18.60M | +756,725 | 0.00% |
| GW&K Investment Management, LLC | 794,478 | 1.63% | $17.85K | +55,775 | 0.14% |
| First Eagle Investment Management, LLC | 693,146 | 1.42% | $15.57M | +381,545 | 0.01% |
| Royce & Associates LP | 639,282 | 1.31% | $14.36M | +214,000 | 0.12% |
| Yarger Wealth Strategies, LLC | 634,223 | 1.30% | $15.28M | – | 5.49% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 206 | 46M | 94.9% | 37 / 84 | 58 / 66 | 9M | 7M |
| Q1 2026 | 239 | 44M | 91.1% | 37 / 95 | 66 / 38 | 9M | 4M |
| Q4 2025 | 243 | 43M | 88.5% | 40 / 89 | 79 / 15 | 7M | 6M |
| Q3 2025 | 219 | 42M | 87.1% | 48 / 76 | 63 / 16 | 5M | 4M |
| Q2 2025 | 188 | 42M | 85.7% | 29 / 71 | 57 / 24 | 4M | 3M |
| Q1 2025 | 184 | 41M | 84.3% | 33 / 55 | 58 / 21 | 5M | 2M |
| Q4 2024 | 174 | 38M | 78.3% | 23 / 55 | 59 / 23 | 3M | 1M |
| Q3 2024 | 174 | 36M | 74.3% | 29 / 63 | 48 / 17 | 9M | 2M |
| Q2 2024 | 163 | 36M | 72.9% | 32 / 47 | 56 / 19 | 2M | 6M |
| Q1 2024 | 151 | 40M | 81.7% | 25 / 40 | 52 / 15 | 5M | 2M |
| Q4 2023 | 141 | 37M | 74.9% | 14 / 43 | 54 / 15 | 4M | 1M |
| Q3 2023 | 142 | 34M | 69.8% | 20 / 39 | 51 / 4 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AORT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,574,183 | 5.28% | $57.84M | 0.05% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 1,737,106 | 3.56% | $38.55M | 0.70% | May 29, 2026 |
| Vanguard Total Stock Market Index Fund | 1,463,340 | 3.00% | $32.88M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,186,684 | 2.43% | $26.66M | 0.03% | Jun 30, 2026 |
| Conestoga Small Cap Fund | 962,620 | 1.97% | $21.63M | 1.06% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 610,573 | 1.25% | $16.38M | 0.30% | Jul 31, 2026 |
| Nomura Small Cap Growth Fund | 547,605 | 1.12% | $12.30M | 1.05% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 532,577 | 1.09% | $14.29M | 0.16% | Jul 31, 2026 |
| Fidelity Stock Selector Small Cap Fund | 510,613 | 1.05% | $13.70M | 0.19% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 498,998 | 1.02% | $13.39M | 0.04% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 495,440 | 1.02% | $11.13M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 429,440 | 0.88% | $9.65M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 390,508 | 0.80% | $8.77M | 0.05% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 382,739 | 0.79% | $8.60M | 0.10% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 322,550 | 0.66% | $8.65M | 0.30% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andrew M. Green | SVP, Regulatory and Quality | 40,160 | 0.08% | Sep 11, 2026 |
| James P. Mackin | President & CEO | 877,275 | 1.80% | Aug 20, 2026 |
| Lance A. Berry | EVP, COO, CFO & Treasurer | 210,112 | 0.43% | Aug 17, 2026 |
| Jean F. Holloway | SVP, General Counsel | 184,118 | 0.38% | Aug 12, 2026 |
| Amy Horton | VP, Chief Accounting Officer | 139,088 | 0.29% | Mar 4, 2026 |
| John E. Davis | Chief Commercial Officer | 230,794 | 0.47% | Mar 4, 2026 |
| Marshall S. Stanton | SVP, Clinical & MD Affair | 60,097 | 0.12% | Mar 4, 2026 |
| Anthony B. Semedo | Director | 47,560 | 0.10% | Jun 4, 2026 |
| James Bullock | Director | 76,223 | 0.16% | May 20, 2026 |
| Jeffrey H. Burbank | Director | 61,372 | 0.13% | May 20, 2026 |
| Marna P. Borgstrom | Director | 56,664 | 0.12% | May 20, 2026 |
| Elizabeth A. Hoff | Director | 34,765 | 0.07% | May 20, 2026 |
| Daniel J. Bevevino | Director | 157,637 | 0.32% | May 20, 2026 |
| Thomas F. Ackerman | Director | 157,472 | 0.32% | May 20, 2026 |
| Jon W. Salveson | Director | 137,416 | 0.28% | May 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew M. Green SVP, Regulatory and Quality | Sep 10, 2026 | Sale | −11,480 | $24.97 | $286.66K | 40,160 |
| Andrew M. Green SVP, Regulatory and Quality | Sep 3, 2026 | Sale | −1,493 | $26.02 | $38.85K | 51,640 |
| Andrew M. Green SVP, Regulatory and Quality | Sep 2, 2026 | Sale | −6,510 | $27.27 | $177.53K | 53,133 |
| James P. Mackin President & CEO | Aug 19, 2026 | Sale | −70,000 | $28.96 | $2.03M | 877,275 |
| Andrew M. Green SVP, Regulatory and Quality | Aug 14, 2026 | Sale | −616 | $28.55 | $17.59K | 59,643 |
| Lance A. Berry EVP, COO, CFO & Treasurer | Aug 14, 2026 | Sale | −715 | $28.55 | $20.41K | 210,112 |
| Jean F. Holloway SVP, General Counsel | Aug 12, 2026 | Sale | −977 | $28.49 | $27.83K | 184,118 |
| Andrew M. Green SVP, Regulatory and Quality | Jun 11, 2026 | Option exercise | +30,000 | $11.03 | $330.90K | 90,259 |
| Andrew M. Green SVP, Regulatory and Quality | Jun 11, 2026 | Sale(10b5-1 plan) | −14,001 | $20.71 | $289.96K | 60,259 |
| Andrew M. Green SVP, Regulatory and Quality | Jun 11, 2026 | Option exercise | +14,001 | $18.44 | $258.18K | 74,260 |
| Andrew M. Green SVP, Regulatory and Quality | Jun 11, 2026 | Sale(10b5-1 plan) | −30,000 | $20.69 | $620.70K | 60,259 |
| Anthony B. Semedo Director | Jun 2, 2026 | Other | +6,325 | – | – | 6,325 |
| Anthony B. Semedo Director | Jun 2, 2026 | Other | −6,325 | – | – | 40,635 |
| Jeffrey H. Burbank Director | May 18, 2026 | Award | +7,576 | – | – | 61,372 |
| Daniel J. Bevevino Director | May 18, 2026 | Award | +7,576 | – | – | 157,637 |
| Thomas F. Ackerman Director | May 18, 2026 | Award | +7,576 | – | – | 157,472 |
| Jon W. Salveson Director | May 18, 2026 | Award | +7,576 | – | – | 137,416 |
| Marna P. Borgstrom Director | May 18, 2026 | Award | +7,576 | – | – | 56,664 |
| Elizabeth A. Hoff Director | May 18, 2026 | Award | +7,576 | – | – | 34,765 |
| James Bullock Director | May 18, 2026 | Award | +7,576 | – | – | 76,223 |
| Anthony B. Semedo Director | May 18, 2026 | Award | +7,576 | – | – | 46,960 |
| Marna P. Borgstrom Director | May 14, 2026 | Award | +7,850 | – | – | 56,938 |
| Jean F. Holloway SVP, General Counsel | Mar 4, 2026 | Sale | −8,962 | $38.00 | $340.56K | 185,095 |
| Marshall S. Stanton SVP, Clinical & MD Affair | Mar 3, 2026 | Sale | −2,149 | $37.78 | $81.19K | 60,097 |
| James P. Mackin President & CEO | Mar 3, 2026 | Sale | −17,887 | $37.78 | $675.77K | 947,275 |
| Lance A. Berry EVP, COO, CFO & Treasurer | Mar 3, 2026 | Sale | −6,316 | $37.78 | $238.62K | 210,827 |
| Jean F. Holloway SVP, General Counsel | Mar 3, 2026 | Sale | −3,843 | $37.78 | $145.19K | 194,057 |
| Amy Horton VP, Chief Accounting Officer | Mar 3, 2026 | Sale | −901 | $37.78 | $34.04K | 139,088 |
| John E. Davis Chief Commercial Officer | Mar 3, 2026 | Sale | −4,573 | $37.78 | $172.77K | 230,794 |
| Marshall S. Stanton SVP, Clinical & MD Affair | Mar 2, 2026 | Award | +21,838 | – | – | 62,246 |
| James P. Mackin President & CEO | Mar 2, 2026 | Award | +116,948 | – | – | 965,162 |
| Lance A. Berry EVP, COO, CFO & Treasurer | Mar 2, 2026 | Award | +40,874 | – | – | 217,143 |
| Jean F. Holloway SVP, General Counsel | Mar 2, 2026 | Award | +27,795 | – | – | 197,900 |
| Amy Horton VP, Chief Accounting Officer | Mar 2, 2026 | Award | +7,475 | – | – | 139,989 |
| John E. Davis Chief Commercial Officer | Mar 2, 2026 | Award | +28,845 | – | – | 235,367 |
| Marshall S. Stanton SVP, Clinical & MD Affair | Mar 2, 2026 | Sale | −1,513 | $38.02 | $57.52K | 40,408 |
| James P. Mackin President & CEO | Mar 2, 2026 | Sale | −14,911 | $38.02 | $566.92K | 848,214 |
| Lance A. Berry EVP, COO, CFO & Treasurer | Mar 2, 2026 | Sale | −5,178 | $38.02 | $196.87K | 176,269 |
| Amy Horton VP, Chief Accounting Officer | Mar 2, 2026 | Sale | −641 | $38.02 | $24.37K | 132,514 |
| John E. Davis Chief Commercial Officer | Mar 2, 2026 | Sale | −2,784 | $38.02 | $105.85K | 206,522 |
| Jean F. Holloway SVP, General Counsel | Mar 2, 2026 | Sale | −2,183 | $38.02 | $83.00K | 170,105 |
| Marshall S. Stanton SVP, Clinical & MD Affair | Feb 24, 2026 | Sale | −1,259 | $35.69 | $44.93K | 41,921 |
| John E. Davis Chief Commercial Officer | Feb 24, 2026 | Award | +20,438 | – | – | 209,306 |
| John E. Davis Chief Commercial Officer | Feb 24, 2026 | Sale | −2,075 | $35.69 | $74.06K | 188,868 |
| Amy Horton VP, Chief Accounting Officer | Feb 24, 2026 | Award | +5,658 | – | – | 133,155 |
| Amy Horton VP, Chief Accounting Officer | Feb 24, 2026 | Sale | −830 | $35.69 | $29.62K | 127,497 |
| Jean F. Holloway SVP, General Counsel | Feb 24, 2026 | Sale | −1,668 | $35.69 | $59.53K | 152,203 |
| Jean F. Holloway SVP, General Counsel | Feb 24, 2026 | Award | +20,085 | – | – | 172,288 |
| Lance A. Berry EVP, COO, CFO & Treasurer | Feb 24, 2026 | Award | +37,482 | – | – | 181,447 |
| Lance A. Berry EVP, COO, CFO & Treasurer | Feb 24, 2026 | Sale | −4,485 | $35.69 | $160.07K | 143,965 |
| James P. Mackin President & CEO | Feb 24, 2026 | Sale | −13,936 | $35.69 | $497.38K | 766,095 |
| James P. Mackin President & CEO | Feb 24, 2026 | Award | +97,030 | – | – | 863,125 |
| Marshall S. Stanton SVP, Clinical & MD Affair | Feb 23, 2026 | Sale | −2,423 | $37.59 | $91.08K | 43,180 |
| John E. Davis Chief Commercial Officer | Feb 23, 2026 | Sale | −3,773 | $37.59 | $141.83K | 190,943 |
| Amy Horton VP, Chief Accounting Officer | Feb 23, 2026 | Sale | −1,731 | $37.59 | $65.07K | 128,327 |
| Jean F. Holloway SVP, General Counsel | Feb 23, 2026 | Sale | −3,079 | $37.59 | $115.74K | 153,871 |
| Lance A. Berry EVP, COO, CFO & Treasurer | Feb 23, 2026 | Sale | −4,981 | $37.59 | $187.24K | 148,450 |
| James P. Mackin President & CEO | Feb 23, 2026 | Sale | −20,962 | $37.59 | $787.96K | 780,031 |
| Marshall S. Stanton SVP, Clinical & MD Affair | Dec 31, 2025 | Award | +316 | $26.14 | $8.26K | 45,603 |
| Jean F. Holloway SVP, General Counsel | Dec 31, 2025 | Award | +228 | $26.14 | $5.96K | 156,950 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Andrew M. Green Officer | Sep 10, 2026 | 11,480 | $286.66K | Sep 10, 2026 | Restricted Stock Vesting |
| Andrew M. Green Officer | Sep 3, 2026 | 1,493 | $38.84K | Sep 3, 2026 | Restricted Stock Vesting |
| Andrew M. Green Officer | Sep 2, 2026 | 6,510 | $177.50K | Sep 2, 2026 | Restricted Stock Vesting |
| Marshall S. Stanton Officer | Aug 27, 2026 | 7,400 | $198.69K | Aug 27, 2026 | ESPP Purchase |
| James P. Mackin Officer | Aug 19, 2026 | 70,000 | $2.05M | Aug 19, 2026 | Payment for Services Rendered |
| Lance A. Berry Officer | Aug 14, 2026 | 715 | $20.41K | Aug 14, 2026 | Restricted Stock Vesting |
| Andrew M. Green Officer | Aug 14, 2026 | 616 | $17.59K | Aug 14, 2026 | Restricted Stock Vesting |
| Andrew M. Green Officer | Jun 11, 2026 | 44,001 | $910.75K | Jun 11, 2026 | Stock Option Exercise |
| F. Holloway Jean Officer | Mar 4, 2026 | 8,962 | $340.56K | Mar 4, 2026 | Performance Shares |
| Jean F. Holloway Officer | Mar 3, 2026 | 3,843 | $145.17K | Mar 3, 2026 | Restricted Stock Vesting |
| John E. Davis Officer | Mar 3, 2026 | 4,573 | $172.75K | Mar 3, 2026 | Restricted Stock Vesting |
| Lance A. Berry Officer | Mar 3, 2026 | 6,316 | $238.59K | Mar 3, 2026 | Restricted Stock Vesting |
| Marshall S. Stanton Officer | Mar 3, 2026 | 2,149 | $81.18K | Mar 3, 2026 | Restricted Stock Vesting |
| James P. Mackin Officer, Director | Mar 3, 2026 | 17,887 | $675.69K | Mar 3, 2026 | Restricted Stock Vesting |
| Amy Horton Officer | Mar 3, 2026 | 901 | $34.04K | Mar 3, 2026 | Restricted Stock Vesting |