Skip to main content

Avalo Therapeutics, Inc.

AVTX
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001534120

In the last 90 days, Avalo Therapeutics, Inc. insiders filed 0 open-market purchases and 9 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.31B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in Avalo Therapeutics, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
71
+1 vs. Q1 2021
Shares held
66.8M
+7.00M (+11.7%) vs. Q1 2021
Total value
$218.1M
+$37.7M (+20.9%) vs. Q1 2021
New holders
11
31 more added
Sold out
10
18 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AVTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 71 institutions
Q1 2021: 70 institutionsQ2 2021: 71 institutionsQ3 2021: 77 institutionsQ4 2021: 75 institutionsQ1 2022: 71 institutionsQ2 2022: 54 institutionsQ3 2022: 27 institutionsQ4 2022: 28 institutionsQ1 2023: 32 institutionsQ2 2023: 26 institutionsQ3 2023: 28 institutionsQ4 2023: 12 institutionsQ1 2024: 18 institutionsQ2 2024: 21 institutionsQ3 2024: 29 institutionsQ4 2024: 33 institutionsQ1 2025: 34 institutionsQ2 2025: 36 institutionsQ3 2025: 66 institutionsQ4 2025: 84 institutionsQ1 2026: 97 institutionsQ2 2026: 126 institutions
Value heldQ2 2021: $218.1M
Q1 2021: $180.4MQ2 2021: $218.1MQ3 2021: $175.5MQ4 2021: $136.0MQ1 2022: $56.2MQ2 2022: $34.7MQ3 2022: $18.4MQ4 2022: $28.0MQ1 2023: $16.0MQ2 2023: $862.7KQ3 2023: $158.9KQ4 2023: $209.4KQ1 2024: $1.90MQ2 2024: $9.62MQ3 2024: $63.2MQ4 2024: $56.0MQ1 2025: $66.1MQ2 2025: $39.1MQ3 2025: $194.7MQ4 2025: $361.1MQ1 2026: $469.6MQ2 2026: $1.31B
Institutions holding AVTX and their total value by quarter
QuarterHoldersValue
Q2 2026126$1.31B
Q1 202697$469.6M
Q4 202584$361.1M
Q3 202566$194.7M
Q2 202536$39.1M
Q1 202534$66.1M
Q4 202433$56.0M
Q3 202429$63.2M
Q2 202421$9.62M
Q1 202418$1.90M
Q4 202312$209.4K
Q3 202328$158.9K
Q2 202326$862.7K
Q1 202332$16.0M
Q4 202228$28.0M
Q3 202227$18.4M
Q2 202254$34.7M
Q1 202271$56.2M
Q4 202175$136.0M
Q3 202177$175.5M
Q2 202171$218.1M
Q1 202170$180.4M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q1 2021.

Institutions holding AVTX in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC39,100,000$127.9M3.40%+6,465,715+19.8%Added
Nantahala Capital Management, LLC6,325,677$20.7M1.14%−1,325,251−17.3%Reduced
BlackRock Inc.3,687,416$12.1M0.00%+1,280,718+53.2%Added
Vanguard Group Inc3,200,209$10.5M0.00%+511,169+19.0%Added
Opaleye Management Inc.1,567,494$5.13M0.85%−1,032,506−39.7%Reduced
Geode Capital Management, LLC1,309,958$4.28M0.00%+254,628+24.1%Added
Point72 Asset Management, L.P.1,304,533$4.27M0.02%−1,145,467−46.8%Reduced
Boothbay Fund Management, LLC1,236,777$4.04M0.17%00.0%Unchanged
Two Sigma Advisers, LP1,222,200$4.00M0.01%+818,998+203.1%Added
Two Sigma Investments, LP1,133,618$3.71M0.01%+453,833+66.8%Added
State Street Corp941,705$3.08M0.00%+353,777+60.2%Added
Assenagon Asset Management S.A.898,369$2.94M0.01%+483,259+116.4%Added
Ikarian Capital, LLC897,330$2.93M0.52%00.0%Unchanged
Integral Health Asset Management, LLC675,000$2.21M0.61%+75,000+12.5%Added
Northern Trust Corp614,597$2.01M0.00%+77,361+14.4%Added
Goldman Sachs Group Inc453,629$1.48M0.00%−24,028−5.0%Reduced
Nuveen Asset Management, LLC345,167$1.13M0.00%+94,086+37.5%Added
Morgan Stanley196,679$643.0K0.00%+195,487+16,399.9%Added
Millennium Management LLC189,875$621.0K0.00%+175,530+1,223.6%Added
Charles Schwab Investment Management Inc150,991$494.0K0.00%+20,794+16.0%Added
Bank of New York Mellon Corp146,813$480.0K0.00%+18,244+14.2%Added
Susquehanna International Group, LLP125,895$412.0K0.00%+44,374+54.4%Added
Minot Wealth Management LLC103,410$328.0K0.07%−5,966−5.5%Reduced
Vontobel Holding Ltd.97,984$320.0K0.00%+50,000+104.2%Added
California State Teachers Retirement System73,302$240.0K0.00%+8,410+13.0%Added
STRS Ohio64,200$209.0K0.00%+64,200New
JPMorgan Chase & Co59,725$195.0K0.00%−56,819−48.8%Reduced
Virtu Financial LLC57,797$189.0K0.02%+57,797New
Rhumbline Advisers46,215$151.0K0.00%+20,729+81.3%Added
Quantitative Systematic Strategies LLC45,974$150.0K0.05%−31,007−40.3%Reduced
Deutsche Bank AG32,833$107.0K0.00%+8,297+33.8%Added
American International Group, Inc.29,670$97.0K0.00%+4,596+18.3%Added
Citadel Advisors LLC24,264$79.0K0.00%+24,264New
Tamar Securities, LLC23,084$75.0K0.03%00.0%Unchanged
Susquehanna Fundamental Investments, LLC22,746$74.0K0.00%−83,249−78.5%Reduced
New York State Common Retirement Fund22,047$72.0K0.00%+347+1.6%Added
Voya Investment Management LLC21,854$71.0K0.00%+3,264+17.6%Added
Simplex Trading, LLC21,471$70.0K0.00%+18,725+681.9%Added
Meeder Asset Management Inc19,712$64.0K0.00%+9,932+101.6%Added
D. E. Shaw & Co., Inc.19,238$63.0K0.00%+19,238New
Wells Fargo & Company18,605$62.0K0.00%−9,319−33.4%Reduced
Alliancebernstein L.P.19,100$62.0K0.00%+1,200+6.7%Added
Group One Trading, L.P.15,239$50.0K0.00%+4,204+38.1%Added
Victory Capital Management Inc14,593$48.0K0.00%+846+6.2%Added
Invesco Ltd.13,883$45.0K0.00%−11,336−45.0%Reduced
ProShare Advisors LLC13,737$45.0K0.00%+2,242+19.5%Added
Commonwealth Equity Services, LLC13,533$44.0K0.00%+13,533New
Creative Planning12,700$42.0K0.00%−10−0.1%Reduced
Cambridge Investment Research Advisors, Inc.10,400$34.0K0.00%+10,400New
The PNC Financial Services Group, Inc.10,054$33.0K0.00%+54+0.5%Added
Avantax Planning Partners, Inc.10,000$33.0K0.00%+10,000New
Brewin Dolphin Ltd9,300$30.4K0.00%00.0%Unchanged
Barclays PLC6,699$22.0K0.00%−29,269−81.4%Reduced
Tower Research Capital LLC (TRC)5,643$18.0K0.00%−5,379−48.8%Reduced
Legal & General Group Plc5,580$18.0K0.00%+1,263+29.3%Added
Bank of America Corp4,997$16.0K0.00%−26,747−84.3%Reduced
Royal Bank of Canada3,625$12.0K0.00%−639−15.0%Reduced
Nisa Investment Advisors, LLC2,990$10.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.3,010$10.0K0.00%00.0%Unchanged
Washington Trust Co3,000$10.0K0.00%+3,000New
BNP Paribas Arbitrage, SA2,982$9.75K0.00%−2,774−48.2%Reduced
Citigroup Inc2,519$8.00K0.00%−328−11.5%Reduced
Ameritas Investment Partners, Inc.1,893$6.00K0.00%00.0%Unchanged
Captrust Financial Advisors750$2.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.500$2.00K0.00%+500New
Navigation Wealth Management, Inc.300$1.00K0.00%+300New
UBS Group AG138$00.00%−13,395−99.0%Reduced
Newbridge Financial Services Group, Inc.129$00.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC23$00.00%00.0%Unchanged
Parallel Advisors, LLC6$00.00%00.0%Unchanged
Sara-Bay Financial48,645––+48,645New
Sio Capital Management, LLC0$00.00%−552,241−100.0%Sold out
Renaissance Technologies LLC0$00.00%−284,793−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−18,916−100.0%Sold out
Prudential Financial Inc0$00.00%−10,494−100.0%Sold out
Jane Street Group, LLC0$00.00%−10,289−100.0%Sold out
Bank of Montreal0$00.00%−1,369−100.0%Sold out
Federated Hermes, Inc.0$00.00%−149−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−90−100.0%Sold out
Squarepoint Ops LLC0$00.00%−25,472−100.0%Sold out
RMR Wealth Builders0$00.00%−32−100.0%Sold out