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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 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.

Institutional holdersQ4 2025: 197 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 2025: $3.04B
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 2025

Shares, value and share of portfolio for each institution holding Disc Medicine, Inc.; share changes are against Q3 2025.

Institutions holding IRON in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Legal & General Group Plc23,653$1.88M0.00%−1,494−5.9%Reduced
Russell Investments Group, Ltd.23,683$1.88M0.00%+21,245+871.4%Added
Alliancebernstein L.P.24,540$1.95M0.00%00.0%Unchanged
Bank of Montreal24,826$1.97M0.00%+7,041+39.6%Added
The PNC Financial Services Group, Inc.25,200$2.00M0.00%+54+0.2%Added
Eagle Health Investments LP27,100$2.15M0.47%+27,100New
Universal- Beteiligungs- und Servicegesellschaft mbH27,301$2.17M0.00%+15,863+138.7%Added
Zimmer Partners, LP27,500$2.18M0.06%−62,663−69.5%Reduced
Rhumbline Advisers29,833$2.37M0.00%−4,657−13.5%Reduced
RTW Investments, LP30,000$2.38M0.02%+30,000New
American Century Companies Inc30,328$2.41M0.00%+2,390+8.6%Added
Alps Advisors Inc31,002$2.46M0.01%+14,210+84.6%Added
Wells Fargo & Company33,265$2.64M0.00%+6,210+23.0%Added
Seven Grand Managers, LLC35,000$2.78M0.21%+35,000New
Rafferty Asset Management, LLC36,093$2.87M0.01%−1,209−3.2%Reduced
Citigroup Inc36,176$2.87M0.00%+32,131+794.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.40,203$3.19M0.00%+39,990+18,774.6%Added
NEXTBio Capital Management LP42,778$3.40M1.99%+42,778New
Exome Asset Management LLC46,743$3.71M1.83%−14,613−23.8%Reduced
HealthInvest Partners AB47,967$3.81M1.22%+2,277+5.0%Added
Swiss National Bank48,000$3.81M0.00%+4,400+10.1%Added
Nicholas Investment Partners, LP48,082$3.82M0.28%−39,921−45.4%Reduced
Nuveen, LLC48,471$3.85M0.00%+777+1.6%Added
Schroder Investment Management Group50,103$3.85M0.00%−17,093−25.4%Reduced
Brevan Howard Capital Management LP49,713$3.89M0.07%+49,713New
Alyeska Investment Group, L.P.50,000$3.97M0.01%+50,000New
Burkehill Global Management, LP50,000$3.97M0.26%+50,000New
Manufacturers Life Insurance Company, The52,510$4.07M0.00%+4,933+10.4%Added
Sio Capital Management, LLC57,586$4.57M0.76%−227,201−79.8%Reduced
Lazard Asset Management LLC58,053$4.61M0.01%+58,053New
ExodusPoint Capital Management, LP58,211$4.62M0.05%+58,211New
KVP Capital Advisors, LP58,250$4.63M4.78%+58,250New
Invesco Ltd.61,070$4.85M0.00%+39,627+184.8%Added
Renaissance Technologies LLC62,820$4.99M0.01%+56,020+823.8%Added
Verition Fund Management LLC63,535$5.05M0.03%+57,402+936.0%Added
Tudor Investment Corp Et Al66,125$5.25M0.03%+66,125New
iA Global Asset Management Inc.66,430$5.28M0.07%+918+1.4%Added
Bank of New York Mellon Corp67,707$5.38M0.00%+2,907+4.5%Added
TD Asset Management Inc69,634$5.53M0.00%+10,386+17.5%Added
Patient Square Capital LP74,000$5.88M1.26%00.0%Unchanged
Morgan Stanley74,826$5.94M0.00%+18,751+33.4%Added
Victory Capital Management Inc76,338$6.06M0.00%−73,526−49.1%Reduced
Raymond James Financial Inc80,274$6.18M0.00%−61,205−43.3%Reduced
Ameriprise Financial Inc82,984$6.59M0.00%+8,634+11.6%Added
DnB Asset Management AS84,255$6.69M0.02%+78,733+1,425.8%Added
Barclays PLC99,612$7.91M0.00%−7,591−7.1%Reduced
Citadel Advisors LLC100,395$7.97M0.01%+50,001+99.2%Added
Catalio Capital Management, LP110,427$8.77M1.55%−106,100−49.0%Reduced
Sofinnova Investments, Inc.111,010$8.82M0.38%+97,457+719.1%Added
UBS Asset Management Americas Inc114,351$9.08M0.00%+22,971+25.1%Added
UBS Group AG116,112$9.22M0.00%−55,511−32.3%Reduced
BNP Paribas Arbitrage, SA122,153$9.70M0.01%+84,543+224.8%Added
Nantahala Capital Management, LLC132,800$10.5M0.63%−155,000−53.9%Reduced
Bank of America Corp135,986$10.8M0.00%−25,198−15.6%Reduced
First Turn Management, LLC153,206$12.2M1.39%−244,487−61.5%Reduced
Ensign Peak Advisors, Inc177,050$14.1M0.02%00.0%Unchanged
Millennium Management LLC184,779$14.7M0.01%+23,779+14.8%Added
TimesSquare Capital Management, LLC187,777$14.9M0.22%+5,607+3.1%Added
Opaleye Management Inc.200,000$15.9M2.10%+6,227+3.2%Added
Balyasny Asset Management LLC221,761$17.6M0.03%−116,340−34.4%Reduced
Dimensional Fund Advisors LP223,575$17.7M0.00%−6,848−3.0%Reduced
Northern Trust Corp228,070$18.1M0.00%+8,581+3.9%Added
Standard Life Aberdeen plc234,358$18.6M0.03%+202,297+631.0%Added
Charles Schwab Investment Management Inc247,039$19.6M0.00%+20,384+9.0%Added
Great Point Partners LLC250,000$19.9M6.44%+250,000New
Loomis Sayles & Co L P282,409$22.4M0.03%+282,409New
Saturn V Capital Management LLC298,429$23.7M4.35%−42,468−12.5%Reduced
Foresite Capital Management V, LLC299,069$23.7M14.45%00.0%Unchanged
Palo Alto Investors LP317,456$25.2M3.51%+93,156+41.5%Added
Baker Bros. Advisors LP337,050$26.8M0.16%00.0%Unchanged
Assenagon Asset Management S.A.357,836$28.4M0.04%+347,403+3,329.8%Added
Pictet Asset Management Holding SA394,374$31.3M0.03%+390,811+10,968.6%Added
Eventide Asset Management, LLC395,392$31.4M0.49%+87,349+28.4%Added
Perceptive Advisors LLC450,743$35.8M0.66%+450,743New
Checkpoint Capital L.P.452,992$36.0M11.40%+22,992+5.3%Added
Armistice Capital, LLC499,391$39.7M0.97%+63,391+14.5%Added
Logos Global Management LP510,000$40.5M2.70%+60,000+13.3%Added
Deerfield Management Company, L.P. (Series C)511,163$40.6M0.52%−408,240−44.4%Reduced
First Light Asset Management, LLC523,167$41.5M3.18%+291,981+126.3%Added
Jennison Associates LLC532,079$42.3M0.03%+532,079New
BVF Inc650,000$51.6M1.74%+650,000New
Geode Capital Management, LLC684,958$54.4M0.00%+56,807+9.0%Added
Vestal Point Capital, LP735,000$58.4M2.14%+235,000+47.0%Added
Goldman Sachs Group Inc754,195$59.9M0.01%+225,114+42.5%Added
Woodline Partners LP957,833$76.1M0.29%+90,878+10.5%Added
Siren, L.L.C.988,401$78.5M2.34%+75,000+8.2%Added
OrbiMed Advisors LLC1,067,550$84.8M1.73%−347,470−24.6%Reduced
State Street Corp1,187,991$94.3M0.00%+142,394+13.6%Added
Frazier Life Sciences Management, L.P.1,260,000$100.1M2.69%−178,534−12.4%Reduced
Atlas Venture Life Science Advisors, LLC1,513,875$120.2M13.90%−628,742−29.3%Reduced
Wellington Management Group LLP1,518,274$120.6M0.02%+108,197+7.7%Added
JPMorgan Chase & Co1,581,127$125.6M0.01%+828,248+110.0%Added
Price T Rowe Associates Inc1,698,005$134.8M0.01%+371,576+28.0%Added
Vanguard Group Inc1,767,680$140.4M0.00%+319,621+22.1%Added
Ra Capital Management, L.P.1,976,132$156.9M1.61%+399,026+25.3%Added
BlackRock, Inc.2,274,980$180.7M0.00%+255,697+12.7%Added
FMR LLC5,450,222$432.8M0.02%+515,063+10.4%Added
TCG Crossover Management, LLC0$00.00%−465,257−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−450,000−100.0%Sold out
Paradigm Biocapital Advisors LP0$00.00%−247,716−100.0%Sold out