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 2026
Institutional positions in Avalo Therapeutics, Inc. as of Jun 30, 2026. 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
- 126
- +29 vs. Q1 2026
- Shares held
- 70.8M
- +39.3M (+124.9%) vs. Q1 2026
- Total value
- $1.31B
- +$838.0M (+178.5%) vs. Q1 2026
- New holders
- 56
- 47 more added
- Sold out
- 27
- 15 more reduced
Compare with Q1 2026: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $1.31B |
| Q1 2026 | 97 | $469.6M |
| Q4 2025 | 84 | $361.1M |
| Q3 2025 | 66 | $194.7M |
| Q2 2025 | 36 | $39.1M |
| Q1 2025 | 34 | $66.1M |
| Q4 2024 | 33 | $56.0M |
| Q3 2024 | 29 | $63.2M |
| Q2 2024 | 21 | $9.62M |
| Q1 2024 | 18 | $1.90M |
| Q4 2023 | 12 | $209.4K |
| Q3 2023 | 28 | $158.9K |
| Q2 2023 | 26 | $862.7K |
| Q1 2023 | 32 | $16.0M |
| Q4 2022 | 28 | $28.0M |
| Q3 2022 | 27 | $18.4M |
| Q2 2022 | 54 | $34.7M |
| Q1 2022 | 71 | $56.2M |
| Q4 2021 | 75 | $136.0M |
| Q3 2021 | 77 | $175.5M |
| Q2 2021 | 71 | $218.1M |
| Q1 2021 | 70 | $180.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $407 | 0.00% | +22 | New |
| Fifth Third Bancorp | 29 | $536 | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 30 | $554 | 0.00% | −33−52.4% | Reduced |
| EverSource Wealth Advisors, LLC | 35 | $647 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $647 | 0.00% | +35 | New |
| Sterling Capital Management LLC | 490 | $9.05K | 0.00% | +490 | New |
| California State Teachers Retirement System | 575 | $10.6K | 0.00% | +575 | New |
| Pacer Advisors, Inc. | 942 | $17.0K | 0.00% | +942 | New |
| Royal Bank of Canada | 1,365 | $26.0K | 0.00% | +1,149+531.9% | Added |
| Tower Research Capital LLC (TRC) | 1,542 | $28.5K | 0.00% | +1,542 | New |
| PFS Partners, LLC | 2,000 | $37.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,341 | $61.7K | 0.00% | +3,341 | New |
| Ameritas Investment Partners, Inc. | 3,792 | $70.1K | 0.00% | +3,792 | New |
| Legal & General Group Plc | 4,055 | $74.9K | 0.00% | +4,055 | New |
| Byrne Asset Management LLC | 4,798 | $88.7K | 0.05% | +4,798 | New |
| US Bancorp | 5,684 | $105.0K | 0.00% | +2,297+67.8% | Added |
| Eversept Partners, LP | 10,000 | $184.8K | 0.01% | +10,000 | New |
| Lynx1 Capital Management LP | 10,100 | $186.6K | 0.02% | +10,100 | New |
| Fox Run Management, L.L.C. | 10,639 | $196.6K | 0.03% | +10,639 | New |
| Police & Firemen's Retirement System of New Jersey | 12,324 | $227.7K | 0.00% | +12,324 | New |
| Woodline Partners LP | 12,544 | $231.8K | 0.00% | +12,544 | New |
| Jain Global LLC | 12,686 | $234.4K | 0.00% | +12,686 | New |
| New York State Common Retirement Fund | 14,700 | $271.7K | 0.00% | +14,700 | New |
| Quadrature Capital Ltd | 15,405 | $284.7K | 0.00% | −109,790−87.7% | Reduced |
| ExodusPoint Capital Management, LP | 16,495 | $304.8K | 0.00% | −1,256−7.1% | Reduced |
| Barclays PLC | 17,811 | $329.1K | 0.00% | +3,169+21.6% | Added |
| SEI Investments Co | 17,931 | $331.4K | 0.00% | −38,923−68.5% | Reduced |
| JPMorgan Chase & Co | 18,145 | $350.0K | 0.00% | −176,246−90.7% | Reduced |
| Vanguard Global Advisers, LLC | 20,010 | $369.8K | 0.00% | +14,405+257.0% | Added |
| Virtus Investment Advisers, Inc. | 22,168 | $409.7K | 0.10% | +22,168 | New |
| Invesco Ltd. | 22,226 | $410.7K | 0.00% | +22,226 | New |
| Envestnet Asset Management Inc | 22,539 | $416.5K | 0.00% | +2,543+12.7% | Added |
| MetLife Investment Management | 24,499 | $452.7K | 0.00% | +24,499 | New |
| Persistent Asset Partners Ltd | 24,544 | $453.6K | 0.14% | +16,626+210.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,712 | $480.5K | 0.00% | +25,712 | New |
| Susquehanna International Group, LLP | 27,227 | $503.2K | 0.00% | +27,227 | New |
| Glenmede Trust Co NA | 28,280 | $522.6K | 0.00% | +2,550+9.9% | Added |
| Profund Advisors LLC | 28,309 | $523.1K | 0.01% | +28,309 | New |
| Verdad Advisers, LP | 32,827 | $606.6K | 0.58% | +32,827 | New |
| Wells Fargo & Company | 36,576 | $675.9K | 0.00% | +36,576 | New |
| Man Group plc | 36,876 | $681.5K | 0.00% | −9,677−20.8% | Reduced |
| Verition Fund Management LLC | 38,240 | $706.7K | 0.00% | +38,240 | New |
| Dimensional Fund Advisors LP | 38,158 | $706.9K | 0.00% | −2,663−6.5% | Reduced |
| Deutsche Bank AG | 41,166 | $760.7K | 0.00% | −108,834−72.6% | Reduced |
| XTX Topco Ltd | 52,583 | $971.7K | 0.01% | −74,149−58.5% | Reduced |
| Rhumbline Advisers | 53,290 | $984.8K | 0.00% | +53,290 | New |
| Manufacturers Life Insurance Company, The | 53,799 | $994.2K | 0.00% | +53,799 | New |
| Rafferty Asset Management, LLC | 56,411 | $1.04M | 0.00% | +56,411 | New |
| Two Sigma Investments, LP | 67,094 | $1.24M | 0.00% | +2,669+4.1% | Added |
| Citigroup Inc | 69,014 | $1.28M | 0.00% | +69,014 | New |
| TD Asset Management Inc | 77,474 | $1.43M | 0.00% | +26,066+50.7% | Added |
| Ikarian Capital, LLC | 90,183 | $1.67M | 0.27% | +90,183 | New |
| Nuveen, LLC | 100,633 | $1.86M | 0.00% | +100,633 | New |
| Bank of New York Mellon Corp | 102,653 | $1.90M | 0.00% | +102,653 | New |
| Wellington Management Group LLP | 105,261 | $1.95M | 0.00% | +105,261 | New |
| Sectoral Asset Management Inc | 119,923 | $2.22M | 1.55% | +119,923 | New |
| Standard Life Aberdeen plc | 122,169 | $2.26M | 0.00% | −49,510−28.8% | Reduced |
| HighVista Strategies LLC | 122,610 | $2.27M | 0.52% | +63,988+109.2% | Added |
| Moody Aldrich Partners LLC | 125,582 | $2.32M | 0.42% | −33,742−21.2% | Reduced |
| Morgan Stanley | 128,075 | $2.37M | 0.00% | −33,317−20.6% | Reduced |
| CenterBook Partners LP | 132,869 | $2.46M | 0.12% | +132,869 | New |
| BNP Paribas Arbitrage, SA | 134,087 | $2.48M | 0.00% | −288,694−68.3% | Reduced |
| Charles Schwab Investment Management Inc | 137,475 | $2.54M | 0.00% | +127,475+1,274.8% | Added |
| Ally Bridge Group (NY) LLC | 150,000 | $2.77M | 3.57% | +150,000 | New |
| RTW Investments, LP | 175,000 | $3.23M | 0.03% | −681,962−79.6% | Reduced |
| Walleye Capital LLC | 185,613 | $3.43M | 0.02% | +185,613 | New |
| Acuta Capital Partners, LLC | 186,308 | $3.44M | 2.40% | +125,500+206.4% | Added |
| Nan Fung Trinity (HK) Ltd | 189,000 | $3.49M | 0.34% | 00.0% | Unchanged |
| Jump Financial, LLC | 201,902 | $3.73M | 0.03% | +189,092+1,476.1% | Added |
| Caption Management, LLC | 210,000 | $3.88M | 0.14% | −245,000−53.8% | Reduced |
| Perceptive Advisors LLC | 219,813 | $4.06M | 0.06% | +80,146+57.4% | Added |
| Sphera Funds Management Ltd. | 232,294 | $4.29M | 0.61% | +232,294 | New |
| Eagle Health Investments LP | 235,093 | $4.34M | 0.72% | +235,093 | New |
| Vivo Capital, LLC | 275,000 | $5.08M | 0.46% | +275,000 | New |
| Vanguard Portfolio Management LLC | 284,702 | $5.26M | 0.00% | +284,702 | New |
| Schonfeld Strategic Advisors LLC | 310,008 | $5.73M | 0.03% | +310,008 | New |
| Citadel Advisors LLC | 323,833 | $5.98M | 0.00% | +130,098+67.2% | Added |
| Velan Capital Investment Management LP | 324,452 | $6.00M | 3.67% | +139,330+75.3% | Added |
| Vanguard Fiduciary Trust Co | 324,808 | $6.00M | 0.00% | +238,374+275.8% | Added |
| DV Equities, LLC | 332,213 | $6.14M | 0.89% | +332,213 | New |
| Northern Trust Corp | 344,521 | $6.37M | 0.00% | +313,965+1,027.5% | Added |
| Renaissance Technologies LLC | 357,200 | $6.60M | 0.01% | +237,086+197.4% | Added |
| Boxer Capital Management, LLC | 375,000 | $6.93M | 0.52% | +75,000+25.0% | Added |
| Franklin Resources Inc | 404,191 | $7.47M | 0.00% | +404,191 | New |
| Pivotal bioVenture Partners Investment Advisor LLC | 434,033 | $8.02M | 2.61% | +138,100+46.7% | Added |
| Davern Capital Partners, LP | 468,666 | $8.66M | 1.48% | +468,666 | New |
| Silverarc Capital Management, LLC | 500,402 | $9.25M | 1.03% | +500,402 | New |
| Baker Bros. Advisors LP | 550,000 | $10.2M | 0.05% | +550,000 | New |
| Squarepoint Ops LLC | 589,245 | $10.9M | 0.02% | +507,960+624.9% | Added |
| Boothbay Fund Management, LLC | 702,051 | $13.0M | 0.25% | +377,793+116.5% | Added |
| Parkman Healthcare Partners LLC | 766,290 | $14.2M | 1.45% | +766,290 | New |
| Seven Fleet Capital Management LP | 770,765 | $14.2M | 2.35% | +196,882+34.3% | Added |
| Vestal Point Capital, LP | 775,000 | $14.3M | 0.33% | +775,000 | New |
| Balyasny Asset Management LLC | 861,711 | $15.9M | 0.03% | +130,125+17.8% | Added |
| Ameriprise Financial Inc | 891,405 | $16.5M | 0.00% | +719,256+417.8% | Added |