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 2025
Institutional positions in Disc Medicine, Inc. as of Dec 31, 2025. 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
- 197
- +31 vs. Q3 2025
- Shares held
- 38.3M
- +4.08M (+11.9%) vs. Q3 2025
- Total value
- $3.04B
- +$779.8M (+34.5%) vs. Q3 2025
- New holders
- 42
- 86 more added
- Sold out
- 11
- 48 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 216 | $3.13B |
| Q1 2026 | 203 | $2.67B |
| Q4 2025 | 197 | $3.04B |
| Q3 2025 | 168 | $2.26B |
| Q2 2025 | 152 | $1.80B |
| Q1 2025 | 157 | $1.65B |
| Q4 2024 | 152 | $1.68B |
| Q3 2024 | 132 | $1.35B |
| Q2 2024 | 121 | $1.24B |
| Q1 2024 | 130 | $1.38B |
| Q4 2023 | 112 | $1.17B |
| Q3 2023 | 91 | $934.0M |
| Q2 2023 | 90 | $848.7M |
| Q1 2023 | 45 | $309.6M |
| Q4 2022 | 35 | $215.8M |
| Q3 2022 | 44 | $43.9M |
| Q2 2022 | 51 | $43.8M |
| Q1 2022 | 57 | $39.6M |
| Q4 2021 | 62 | $93.8M |
| Q3 2021 | 62 | $103.5M |
| Q2 2021 | 55 | $165.3M |
| Q1 2021 | 49 | $346.6M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Disc Medicine, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,450,222 | $432.8M | 0.02% | +515,063+10.4% | Added |
| BlackRock, Inc. | 2,274,980 | $180.7M | 0.00% | +255,697+12.7% | Added |
| Ra Capital Management, L.P. | 1,976,132 | $156.9M | 1.61% | +399,026+25.3% | Added |
| Vanguard Group Inc | 1,767,680 | $140.4M | 0.00% | +319,621+22.1% | Added |
| Price T Rowe Associates Inc | 1,698,005 | $134.8M | 0.01% | +371,576+28.0% | Added |
| JPMorgan Chase & Co | 1,581,127 | $125.6M | 0.01% | +828,248+110.0% | Added |
| Wellington Management Group LLP | 1,518,274 | $120.6M | 0.02% | +108,197+7.7% | Added |
| Atlas Venture Life Science Advisors, LLC | 1,513,875 | $120.2M | 13.90% | −628,742−29.3% | Reduced |
| Frazier Life Sciences Management, L.P. | 1,260,000 | $100.1M | 2.69% | −178,534−12.4% | Reduced |
| State Street Corp | 1,187,991 | $94.3M | 0.00% | +142,394+13.6% | Added |
| OrbiMed Advisors LLC | 1,067,550 | $84.8M | 1.73% | −347,470−24.6% | Reduced |
| Siren, L.L.C. | 988,401 | $78.5M | 2.34% | +75,000+8.2% | Added |
| Woodline Partners LP | 957,833 | $76.1M | 0.29% | +90,878+10.5% | Added |
| Goldman Sachs Group Inc | 754,195 | $59.9M | 0.01% | +225,114+42.5% | Added |
| Vestal Point Capital, LP | 735,000 | $58.4M | 2.14% | +235,000+47.0% | Added |
| Geode Capital Management, LLC | 684,958 | $54.4M | 0.00% | +56,807+9.0% | Added |
| BVF Inc | 650,000 | $51.6M | 1.74% | +650,000 | New |
| Jennison Associates LLC | 532,079 | $42.3M | 0.03% | +532,079 | New |
| First Light Asset Management, LLC | 523,167 | $41.5M | 3.18% | +291,981+126.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 511,163 | $40.6M | 0.52% | −408,240−44.4% | Reduced |
| Logos Global Management LP | 510,000 | $40.5M | 2.70% | +60,000+13.3% | Added |
| Armistice Capital, LLC | 499,391 | $39.7M | 0.97% | +63,391+14.5% | Added |
| Checkpoint Capital L.P. | 452,992 | $36.0M | 11.40% | +22,992+5.3% | Added |
| Perceptive Advisors LLC | 450,743 | $35.8M | 0.66% | +450,743 | New |
| Eventide Asset Management, LLC | 395,392 | $31.4M | 0.49% | +87,349+28.4% | Added |
| Pictet Asset Management Holding SA | 394,374 | $31.3M | 0.03% | +390,811+10,968.6% | Added |
| Assenagon Asset Management S.A. | 357,836 | $28.4M | 0.04% | +347,403+3,329.8% | Added |
| Baker Bros. Advisors LP | 337,050 | $26.8M | 0.16% | 00.0% | Unchanged |
| Palo Alto Investors LP | 317,456 | $25.2M | 3.51% | +93,156+41.5% | Added |
| Foresite Capital Management V, LLC | 299,069 | $23.7M | 14.45% | 00.0% | Unchanged |
| Saturn V Capital Management LLC | 298,429 | $23.7M | 4.35% | −42,468−12.5% | Reduced |
| Loomis Sayles & Co L P | 282,409 | $22.4M | 0.03% | +282,409 | New |
| Great Point Partners LLC | 250,000 | $19.9M | 6.44% | +250,000 | New |
| Charles Schwab Investment Management Inc | 247,039 | $19.6M | 0.00% | +20,384+9.0% | Added |
| Standard Life Aberdeen plc | 234,358 | $18.6M | 0.03% | +202,297+631.0% | Added |
| Northern Trust Corp | 228,070 | $18.1M | 0.00% | +8,581+3.9% | Added |
| Dimensional Fund Advisors LP | 223,575 | $17.7M | 0.00% | −6,848−3.0% | Reduced |
| Balyasny Asset Management LLC | 221,761 | $17.6M | 0.03% | −116,340−34.4% | Reduced |
| Opaleye Management Inc. | 200,000 | $15.9M | 2.10% | +6,227+3.2% | Added |
| TimesSquare Capital Management, LLC | 187,777 | $14.9M | 0.22% | +5,607+3.1% | Added |
| Millennium Management LLC | 184,779 | $14.7M | 0.01% | +23,779+14.8% | Added |
| Ensign Peak Advisors, Inc | 177,050 | $14.1M | 0.02% | 00.0% | Unchanged |
| First Turn Management, LLC | 153,206 | $12.2M | 1.39% | −244,487−61.5% | Reduced |
| Bank of America Corp | 135,986 | $10.8M | 0.00% | −25,198−15.6% | Reduced |
| Nantahala Capital Management, LLC | 132,800 | $10.5M | 0.63% | −155,000−53.9% | Reduced |
| BNP Paribas Arbitrage, SA | 122,153 | $9.70M | 0.01% | +84,543+224.8% | Added |
| UBS Group AG | 116,112 | $9.22M | 0.00% | −55,511−32.3% | Reduced |
| UBS Asset Management Americas Inc | 114,351 | $9.08M | 0.00% | +22,971+25.1% | Added |
| Sofinnova Investments, Inc. | 111,010 | $8.82M | 0.38% | +97,457+719.1% | Added |
| Catalio Capital Management, LP | 110,427 | $8.77M | 1.55% | −106,100−49.0% | Reduced |
| Citadel Advisors LLC | 100,395 | $7.97M | 0.01% | +50,001+99.2% | Added |
| Barclays PLC | 99,612 | $7.91M | 0.00% | −7,591−7.1% | Reduced |
| DnB Asset Management AS | 84,255 | $6.69M | 0.02% | +78,733+1,425.8% | Added |
| Ameriprise Financial Inc | 82,984 | $6.59M | 0.00% | +8,634+11.6% | Added |
| Raymond James Financial Inc | 80,274 | $6.18M | 0.00% | −61,205−43.3% | Reduced |
| Victory Capital Management Inc | 76,338 | $6.06M | 0.00% | −73,526−49.1% | Reduced |
| Morgan Stanley | 74,826 | $5.94M | 0.00% | +18,751+33.4% | Added |
| Patient Square Capital LP | 74,000 | $5.88M | 1.26% | 00.0% | Unchanged |
| TD Asset Management Inc | 69,634 | $5.53M | 0.00% | +10,386+17.5% | Added |
| Bank of New York Mellon Corp | 67,707 | $5.38M | 0.00% | +2,907+4.5% | Added |
| iA Global Asset Management Inc. | 66,430 | $5.28M | 0.07% | +918+1.4% | Added |
| Tudor Investment Corp Et Al | 66,125 | $5.25M | 0.03% | +66,125 | New |
| Verition Fund Management LLC | 63,535 | $5.05M | 0.03% | +57,402+936.0% | Added |
| Renaissance Technologies LLC | 62,820 | $4.99M | 0.01% | +56,020+823.8% | Added |
| Invesco Ltd. | 61,070 | $4.85M | 0.00% | +39,627+184.8% | Added |
| KVP Capital Advisors, LP | 58,250 | $4.63M | 4.78% | +58,250 | New |
| ExodusPoint Capital Management, LP | 58,211 | $4.62M | 0.05% | +58,211 | New |
| Lazard Asset Management LLC | 58,053 | $4.61M | 0.01% | +58,053 | New |
| Sio Capital Management, LLC | 57,586 | $4.57M | 0.76% | −227,201−79.8% | Reduced |
| Manufacturers Life Insurance Company, The | 52,510 | $4.07M | 0.00% | +4,933+10.4% | Added |
| Alyeska Investment Group, L.P. | 50,000 | $3.97M | 0.01% | +50,000 | New |
| Burkehill Global Management, LP | 50,000 | $3.97M | 0.26% | +50,000 | New |
| Brevan Howard Capital Management LP | 49,713 | $3.89M | 0.07% | +49,713 | New |
| Schroder Investment Management Group | 50,103 | $3.85M | 0.00% | −17,093−25.4% | Reduced |
| Nuveen, LLC | 48,471 | $3.85M | 0.00% | +777+1.6% | Added |
| Nicholas Investment Partners, LP | 48,082 | $3.82M | 0.28% | −39,921−45.4% | Reduced |
| Swiss National Bank | 48,000 | $3.81M | 0.00% | +4,400+10.1% | Added |
| HealthInvest Partners AB | 47,967 | $3.81M | 1.22% | +2,277+5.0% | Added |
| Exome Asset Management LLC | 46,743 | $3.71M | 1.83% | −14,613−23.8% | Reduced |
| NEXTBio Capital Management LP | 42,778 | $3.40M | 1.99% | +42,778 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,203 | $3.19M | 0.00% | +39,990+18,774.6% | Added |
| Citigroup Inc | 36,176 | $2.87M | 0.00% | +32,131+794.3% | Added |
| Rafferty Asset Management, LLC | 36,093 | $2.87M | 0.01% | −1,209−3.2% | Reduced |
| Seven Grand Managers, LLC | 35,000 | $2.78M | 0.21% | +35,000 | New |
| Wells Fargo & Company | 33,265 | $2.64M | 0.00% | +6,210+23.0% | Added |
| Alps Advisors Inc | 31,002 | $2.46M | 0.01% | +14,210+84.6% | Added |
| American Century Companies Inc | 30,328 | $2.41M | 0.00% | +2,390+8.6% | Added |
| RTW Investments, LP | 30,000 | $2.38M | 0.02% | +30,000 | New |
| Rhumbline Advisers | 29,833 | $2.37M | 0.00% | −4,657−13.5% | Reduced |
| Zimmer Partners, LP | 27,500 | $2.18M | 0.06% | −62,663−69.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,301 | $2.17M | 0.00% | +15,863+138.7% | Added |
| Eagle Health Investments LP | 27,100 | $2.15M | 0.47% | +27,100 | New |
| The PNC Financial Services Group, Inc. | 25,200 | $2.00M | 0.00% | +54+0.2% | Added |
| Bank of Montreal | 24,826 | $1.97M | 0.00% | +7,041+39.6% | Added |
| Alliancebernstein L.P. | 24,540 | $1.95M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,683 | $1.88M | 0.00% | +21,245+871.4% | Added |
| Legal & General Group Plc | 23,653 | $1.88M | 0.00% | −1,494−5.9% | Reduced |
| California State Teachers Retirement System | 23,256 | $1.85M | 0.00% | +1,163+5.3% | Added |
| XTX Topco Ltd | 23,094 | $1.83M | 0.05% | +23,094 | New |
| SG Americas Securities, LLC | 21,122 | $1.68M | 0.00% | +13,058+161.9% | Added |