FMR's reduction below 5% signals a passive exit or rebalancing, not an activist campaign. Monitor for further 13G filings from other large holders (T. Rowe Price, Vestal Point Capital) to gauge broader institutional sentiment.
Price Chart
Executive Summary
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a passive stake of 1,736,979 shares (3.6%) in Immunocore Holdings plc as of September 30, 2026. This is a decrease from the prior filing (June 30, 2026) where FMR LLC reported 1,736,979 shares — the share count is identical, but the percentage dropped from 5%+ to 3.6%, indicating FMR is now below the 5% threshold and may be reducing exposure. The filing is routine for a passive investor below 5% and carries no activist intent.
Key Financial Metrics
Key Facts
- FMR LLC (Fidelity) reported beneficial ownership of 1,736,979 shares of Immunocore Holdings plc common stock as of September 30, 2026.
- The stake represents 3.6% of outstanding shares, down from above 5% in the prior filing (June 30, 2026).
- The filing is a passive Schedule 13G/A — no activist intent is declared.
- FMR LLC certifies the securities were acquired and held in the ordinary course of business, not to change or influence control.
Financial Impact
FMR's stake dropped below the 5% reporting threshold; no dollar value disclosed in the filing.
Risk Factors
- FMR may continue to sell shares, adding overhang.
- Other large holders may also reduce positions, pressuring the stock.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002336 |
| Document: 0000315066-26-002336-index-headers.html | 0000315066-26-002336 |
| Document: 0000315066-26-002336-index.html | 0000315066-26-002336 |
| Document: 0000315066-26-002336.txt | 0000315066-26-002336 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | Press Release | $29.48 | awaiting T+60 | — | $31.96 (+8.41%) |
Oct 7, 2026 20d ago | SC 13G/A | $29.41 | awaiting T+60 | — | $31.96 (+8.67%) |
Sep 14, 2026 6w ago | 8-K | $32.46 | awaiting T+60 | — | $31.96 (−1.54%) |
Aug 6, 2026 11w ago | 8-K | $34.50 | awaiting T+60 | — | $31.96 (−7.36%) |
May 31, 2026 21w ago | Press Release | $29.13 $37.40 | ▲ +28.39% | ▲ +27.16% | $31.96 (+9.72%) |
Apr 19, 2026 27w ago | Press Release | $31.46 $34.68 | ▲ +10.24% | ▲ +3.46% | $31.96 (+1.59%) |
Apr 8, 2026 28w ago | 144 | $31.85 $32.50 | ▲ +2.04% | ▼ −8.42% | $31.96 (+0.35%) |
Mar 17, 2026 32w ago | Press Release | $30.04 $28.62 | ▼ −4.73% | ▼ −16.25% | $31.96 (+6.39%) |
Feb 25, 2026 34w ago | 8-K | $32.16 $29.54 | ▼ −8.15% | ▼ −15.10% | $31.96 (−0.62%) |
US Market Status
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