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, Q2 2026
Institutional positions in Disc Medicine, 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
- 216
- +15 vs. Q1 2026
- Shares held
- 42.8M
- +882.8K (+2.1%) vs. Q1 2026
- Total value
- $3.13B
- +$460.3M (+17.2%) vs. Q1 2026
- New holders
- 38
- 76 more added
- Sold out
- 23
- 63 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Disc Medicine, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Logos Global Management LP | 875,000 | $64.0M | 2.76% | +315,000+56.3% | Added |
| Siren, L.L.C. | 888,401 | $65.0M | 1.32% | −100,000−10.1% | Reduced |
| Woodline Partners LP | 958,281 | $70.1M | 0.22% | 00.0% | Unchanged |
| BVF Inc | 1,153,612 | $84.4M | 2.16% | −118,700−9.3% | Reduced |
| TCG Crossover Management, LLC | 1,341,862 | $98.1M | 2.36% | 00.0% | Unchanged |
| Frazier Life Sciences Management, L.P. | 1,354,852 | $99.1M | 2.16% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,369,027 | $100.1M | 0.00% | −6,403−0.5% | Reduced |
| Atlas Venture Life Science Advisors, LLC | 1,513,875 | $110.7M | 12.56% | 00.0% | Unchanged |
| Vestal Point Capital, LP | 1,550,000 | $113.4M | 2.65% | +850,000+121.4% | Added |
| State Street Corp | 1,648,836 | $120.6M | 0.00% | −49,408−2.9% | Reduced |
| Wellington Management Group LLP | 1,741,351 | $127.4M | 0.02% | +5,975+0.3% | Added |
| Price T Rowe Associates Inc | 1,875,399 | $137.2M | 0.01% | +326,049+21.0% | Added |
| JPMorgan Chase & Co | 1,875,795 | $139.9M | 0.01% | +504,315+36.8% | Added |
| Ra Capital Management, L.P. | 2,450,221 | $179.2M | 1.56% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,467,899 | $180.5M | 0.00% | +194,068+8.5% | Added |
| FMR LLC | 4,894,473 | $358.0M | 0.02% | −692,421−12.4% | Reduced |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −68,687−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −65,203−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −31,820−100.0% | Sold out |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −25,653−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −21,378−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −14,611−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,489−100.0% | Sold out |
| Seven Fleet Capital Management LP | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |