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Disc Medicine, Inc.

IRON
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001816736

In the last 90 days, Disc Medicine, Inc. insiders filed 0 open-market purchases and 9 sales; 216 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Disc Medicine, Inc. as of Dec 31, 2023. 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
112
+22 vs. Q3 2023
Shares held
20.2M
+342.3K (+1.7%) vs. Q3 2023
Total value
$1.17B
+$233.8M (+25.1%) vs. Q3 2023
New holders
32
41 more added
Sold out
10
28 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IRON 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 holdersQ4 2023: 112 institutions
Q1 2021: 49 institutionsQ2 2021: 55 institutionsQ3 2021: 62 institutionsQ4 2021: 62 institutionsQ1 2022: 57 institutionsQ2 2022: 51 institutionsQ3 2022: 44 institutionsQ4 2022: 35 institutionsQ1 2023: 45 institutionsQ2 2023: 90 institutionsQ3 2023: 91 institutionsQ4 2023: 112 institutionsQ1 2024: 130 institutionsQ2 2024: 121 institutionsQ3 2024: 132 institutionsQ4 2024: 152 institutionsQ1 2025: 157 institutionsQ2 2025: 152 institutionsQ3 2025: 168 institutionsQ4 2025: 197 institutionsQ1 2026: 203 institutionsQ2 2026: 216 institutions
Value heldQ4 2023: $1.17B
Q1 2021: $346.6MQ2 2021: $165.3MQ3 2021: $103.5MQ4 2021: $93.8MQ1 2022: $39.6MQ2 2022: $43.8MQ3 2022: $43.9MQ4 2022: $215.8MQ1 2023: $309.6MQ2 2023: $848.7MQ3 2023: $934.0MQ4 2023: $1.17BQ1 2024: $1.38BQ2 2024: $1.24BQ3 2024: $1.35BQ4 2024: $1.68BQ1 2025: $1.65BQ2 2025: $1.80BQ3 2025: $2.26BQ4 2025: $3.04BQ1 2026: $2.67BQ2 2026: $3.13B
Institutions holding IRON and their total value by quarter
QuarterHoldersValue
Q2 2026216$3.13B
Q1 2026203$2.67B
Q4 2025197$3.04B
Q3 2025168$2.26B
Q2 2025152$1.80B
Q1 2025157$1.65B
Q4 2024152$1.68B
Q3 2024132$1.35B
Q2 2024121$1.24B
Q1 2024130$1.38B
Q4 2023112$1.17B
Q3 202391$934.0M
Q2 202390$848.7M
Q1 202345$309.6M
Q4 202235$215.8M
Q3 202244$43.9M
Q2 202251$43.8M
Q1 202257$39.6M
Q4 202162$93.8M
Q3 202162$103.5M
Q2 202155$165.3M
Q1 202149$346.6M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Disc Medicine, Inc.; share changes are against Q3 2023.

Institutions holding IRON in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Atlas Venture Life Science Advisors, LLC2,555,172$147.6M17.58%−190,163−6.9%Reduced
Paradigm Biocapital Advisors LP2,385,857$137.8M6.46%+1,113,578+87.5%Added
OrbiMed Advisors LLC1,702,237$98.3M1.97%−567,400−25.0%Reduced
Bain Capital Life Sciences Investors, LLC1,332,545$77.0M7.38%00.0%Unchanged
Perceptive Advisors LLC1,023,045$59.1M1.32%+127,404+14.2%Added
BlackRock Inc.868,440$50.2M0.00%+224,109+34.8%Added
Frazier Life Sciences Management, L.P.785,000$45.3M2.42%+130,000+19.8%Added
Vanguard Group Inc764,544$44.2M0.00%+99,092+14.9%Added
Adage Capital Partners GP, L.L.C.750,000$43.3M0.09%−558,405−42.7%Reduced
Price T Rowe Associates Inc590,831$34.1M0.00%+63,092+12.0%Added
State Street Corp559,195$32.3M0.00%−108,106−16.2%Reduced
Polar Capital Holdings Plc546,915$31.6M0.22%00.0%Unchanged
Deerfield Management Company, L.P. (Series C)464,292$26.8M0.50%+34,292+8.0%Added
Janus Henderson Group PLC443,178$25.6M0.02%−57,202−11.4%Reduced
Rock Springs Capital Management LP363,468$21.0M0.52%00.0%Unchanged
Alliancebernstein L.P.363,085$21.0M0.01%+353,955+3,876.8%Added
5AM Venture Management, LLC294,221$17.0M4.51%−144,221−32.9%Reduced
Foresite Capital Management V, LLC243,513$14.1M19.16%00.0%Unchanged
Geode Capital Management, LLC229,419$13.3M0.00%+15,021+7.0%Added
Franklin Resources Inc221,424$12.8M0.01%+60,403+37.5%Added
FMR LLC217,412$12.6M0.00%−88,021−28.8%Reduced
Pictet Asset Management Holding SA195,091$11.3M0.01%+195,091New
Ikarian Capital, LLC194,982$11.3M3.08%+52,216+36.6%Added
Citadel Advisors LLC187,924$10.9M0.01%−122,507−39.5%Reduced
Victory Capital Management Inc187,580$10.8M0.01%+50,057+36.4%Added
Wellington Management Group LLP177,726$10.3M0.00%+122,981+224.6%Added
First Turn Management, LLC157,274$9.08M1.30%+157,274New
Blue Owl Capital Holdings LP140,260$8.10M1.94%+140,260New
StemPoint Capital LP125,429$7.24M1.95%+125,429New
Cormorant Asset Management, LP125,000$7.22M0.35%−100,000−44.4%Reduced
Acuta Capital Partners, LLC115,500$6.67M3.76%−22,698−16.4%Reduced
Invesco Ltd.114,068$6.59M0.00%−47,145−29.2%Reduced
Morgan Stanley112,387$6.49M0.00%+62,830+126.8%Added
Northern Trust Corp95,259$5.50M0.00%+6,221+7.0%Added
Parkman Healthcare Partners LLC92,871$5.36M0.76%+40,813+78.4%Added
Charles Schwab Investment Management Inc89,725$5.18M0.00%+5,525+6.6%Added
Candriam Luxembourg S.C.A.80,000$4.62M0.03%+80,000New
Saturn V Capital Management LLC64,784$3.74M1.43%+64,784New
Goldman Sachs Group Inc62,175$3.59M0.00%+34,821+127.3%Added
Hudson Bay Capital Management LP62,000$3.58M0.03%+20,000+47.6%Added
Schroder Investment Management Group58,260$3.37M0.00%+58,260New
EAM Investors, LLC52,895$3.06M0.55%+1,784+3.5%Added
Qube Research & Technologies Ltd50,711$2.93M0.01%+50,711New
MPM Oncology Impact Management LP50,000$2.89M0.68%+50,000New
Renaissance Technologies LLC48,280$2.79M0.00%+18,590+62.6%Added
Boothbay Fund Management, LLC43,150$2.49M0.09%+11,864+37.9%Added
Jennison Associates LLC43,031$2.49M0.00%+43,031New
Caption Management, LLC43,000$2.48M0.27%+43,000New
Nicholas Investment Partners, LP40,494$2.34M0.27%+40,494New
Ensign Peak Advisors, Inc40,000$2.31M0.00%00.0%Unchanged
Rafferty Asset Management, LLC39,863$2.30M0.01%−23,269−36.9%Reduced
Nuveen Asset Management, LLC33,932$1.96M0.00%+13,867+69.1%Added
Bank of America Corp31,960$1.85M0.00%−21,863−40.6%Reduced
Bank of New York Mellon Corp30,504$1.76M0.00%−46−0.2%Reduced
Barclays PLC28,464$1.64M0.00%−3,097−9.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.25,057$1.45M0.01%+8,415+50.6%Added
Two Sigma Investments, LP23,094$1.33M0.00%+13,794+148.3%Added
Schonfeld Strategic Advisors LLC22,346$1.29M0.01%+9,646+76.0%Added
Jane Street Group, LLC20,845$1.20M0.00%+10,196+95.7%Added
Millennium Management LLC20,697$1.20M0.00%+20,697New
TD Asset Management Inc20,214$1.17M0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The18,889$1.09M0.00%+6,364+50.8%Added
HRT Financial LP16,870$974.0K0.01%+16,870New
Citigroup Inc16,681$963.5K0.00%−9,866−37.2%Reduced
Alps Advisors Inc16,150$932.8K0.01%−750−4.4%Reduced
JPMorgan Chase & Co16,029$925.8K0.00%+9,997+165.7%Added
Swiss National Bank15,800$912.6K0.00%−1,600−9.2%Reduced
Virtu Financial LLC13,802$797.0K0.06%+13,802New
UBS Group AG13,622$786.8K0.00%−5,394−28.4%Reduced
Rhumbline Advisers12,646$730.4K0.00%−1,290−9.3%Reduced
Engineers Gate Manager LP11,427$660.0K0.02%+11,427New
Martingale Asset Management L P11,300$652.7K0.01%+1,401+14.2%Added
The PNC Financial Services Group, Inc.10,000$577.6K0.00%+5,990+149.4%Added
Checkpoint Capital L.P.10,000$577.6K0.40%+10,000New
Y-Intercept (Hong Kong) Ltd9,844$568.6K0.05%+9,844New
New York State Common Retirement Fund9,686$559.5K0.00%+6,393+194.1%Added
UBS Oconnor LLC9,338$539.4K0.02%−13,783−59.6%Reduced
SG Americas Securities, LLC9,135$528.0K0.01%+9,135New
Legal & General Group Plc8,782$507.2K0.00%+7+0.1%Added
California State Teachers Retirement System8,600$496.7K0.00%−360−4.0%Reduced
Stifel Financial Corp8,160$471.3K0.00%−600−6.8%Reduced
Squarepoint Ops LLC8,107$468.3K0.00%+2,907+55.9%Added
Credit Suisse AG7,927$457.9K0.00%+1,791+29.2%Added
Susquehanna International Group, LLP6,882$397.5K0.00%+6,882New
State of Wisconsin Investment Board6,762$390.6K0.00%−1,409−17.2%Reduced
Profund Advisors LLC6,506$375.8K0.02%−4,046−38.3%Reduced
Pale Fire Capital SE6,120$353.5K0.06%+6,120New
Legato Capital Management LLC5,273$304.6K0.04%+5,273New
MetLife Investment Management4,792$276.8K0.00%00.0%Unchanged
Deutsche Bank AG4,522$261.2K0.00%−87−1.9%Reduced
American International Group, Inc.4,444$256.7K0.00%+39+0.9%Added
Jump Financial, LLC4,306$248.7K0.01%+4,306New
Fiduciary Trust Co4,051$234.0K0.00%+4,051New
Sawtooth Solutions, LLC3,716$214.6K0.01%+3,716New
Bleakley Financial Group, LLC3,716$214.6K0.01%+3,716New
Voya Investment Management LLC3,578$206.7K0.00%+3,578New
China Universal Asset Management Co., Ltd.2,793$161.3K0.03%+2,793New
Royal Bank of Canada2,651$153.0K0.00%+1,522+134.8%Added
Wells Fargo & Company2,571$148.5K0.00%−10,719−80.7%Reduced
Tower Research Capital LLC (TRC)2,339$135.1K0.00%+2,034+666.9%Added