LENZ Therapeutics, Inc.
LENZ- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001815776
No open-market purchases or sales by LENZ Therapeutics, Inc. insiders were filed in the last 90 days; 145 institutions reported holding it in 13F filings for Q2 2026, worth $197.3M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in LENZ Therapeutics, Inc. as of Mar 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
- 105
- +11 vs. Q4 2024
- Shares held
- 21.1M
- +1.23M (+6.2%) vs. Q4 2024
- Total value
- $541.8M
- −$30.8M (−5.4%) vs. Q4 2024
- New holders
- 24
- 30 more added
- Sold out
- 13
- 27 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LENZ 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 | 145 | $197.3M |
| Q1 2026 | 146 | $303.3M |
| Q4 2025 | 161 | $561.6M |
| Q3 2025 | 166 | $1.36B |
| Q2 2025 | 114 | $725.1M |
| Q1 2025 | 105 | $541.8M |
| Q4 2024 | 95 | $573.2M |
| Q3 2024 | 78 | $444.8M |
| Q2 2024 | 65 | $327.0M |
| Q1 2024 | 55 | $362.0M |
| Q4 2023 | 63 | $81.5M |
| Q3 2023 | 67 | $75.8M |
| Q2 2023 | 66 | $81.2M |
| Q1 2023 | 62 | $72.9M |
| Q4 2022 | 66 | $95.6M |
| Q3 2022 | 63 | $93.9M |
| Q2 2022 | 63 | $83.0M |
| Q1 2022 | 63 | $185.7M |
| Q4 2021 | 58 | $431.7M |
| Q3 2021 | 60 | $587.4M |
| Q2 2021 | 51 | $981.4M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding LENZ Therapeutics, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2 | $51 | 0.00% | +2 | New |
| Russell Investments Group, Ltd. | 4 | $103 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $103 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 9 | $231 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11 | $282 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $308 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $386 | 0.00% | +15 | New |
| Coldstream Capital Management Inc | 16 | $412 | 0.00% | +16 | New |
| Assetmark, Inc | 21 | $540 | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 27 | $695 | 0.00% | +27 | New |
| Federation des caisses Desjardins du Quebec | 28 | $720 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 33 | $848 | 0.00% | −1−2.9% | Reduced |
| CoreCap Advisors, LLC | 38 | $977 | 0.00% | −63−62.4% | Reduced |
| Allworth Financial LP | 35 | $1.00K | 0.00% | +35 | New |
| Larson Financial Group LLC | 39 | $1.00K | 0.00% | +39 | New |
| Advisor Group Holdings, Inc. | 52 | $1.34K | 0.00% | +50+2,500.0% | Added |
| US Bancorp | 75 | $1.93K | 0.00% | −41−35.3% | Reduced |
| Daiwa Securities Group Inc. | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 84 | $2.00K | 0.00% | +50+147.1% | Added |
| Sterling Capital Management LLC | 217 | $5.58K | 0.00% | −185−46.0% | Reduced |
| GAMMA Investing LLC | 227 | $5.84K | 0.00% | +118+108.3% | Added |
| Amalgamated Bank | 434 | $11.0K | 0.00% | +299+221.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 460 | $11.8K | 0.00% | +460 | New |
| GF Fund Management Co. Ltd. | 704 | $18.1K | 0.00% | +127+22.0% | Added |
| CIBC Private Wealth Group, LLC | 1,146 | $21.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 806 | $21.0K | 0.00% | −924−53.4% | Reduced |
| Tower Research Capital LLC (TRC) | 928 | $23.9K | 0.00% | −932−50.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 948 | $24.3K | 0.00% | +32+3.5% | Added |
| BNP Paribas Arbitrage, SA | 1,007 | $25.9K | 0.00% | −782−43.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,231 | $31.6K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,600 | $41.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,525 | $64.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,493 | $89.8K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,334 | $137.1K | 0.04% | +5,334 | New |
| China Universal Asset Management Co., Ltd. | 5,516 | $141.8K | 0.01% | −315−5.4% | Reduced |
| Corebridge Financial, Inc. | 6,154 | $158.2K | 0.00% | −91−1.5% | Reduced |
| Quest Partners LLC | 6,544 | $168.2K | 0.02% | +6,544 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,525 | $193.5K | 0.00% | −389−4.9% | Reduced |
| MetLife Investment Management | 7,659 | $196.9K | 0.00% | −13−0.2% | Reduced |
| Wells Fargo & Company | 7,669 | $197.2K | 0.00% | +165+2.2% | Added |
| JPMorgan Chase & Co | 8,051 | $207.0K | 0.00% | −291−3.5% | Reduced |
| Two Sigma Investments, LP | 8,322 | $214.0K | 0.00% | −8,757−51.3% | Reduced |
| Franklin Resources Inc | 8,571 | $220.4K | 0.00% | +8,571 | New |
| Legal & General Group Plc | 8,742 | $224.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 8,871 | $228.1K | 0.00% | +1,425+19.1% | Added |
| California State Teachers Retirement System | 9,200 | $236.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 9,306 | $239.3K | 0.00% | +1,720+22.7% | Added |
| Deutsche Bank AG | 9,466 | $243.4K | 0.00% | −257−2.6% | Reduced |
| Raymond James Financial Inc | 9,561 | $245.8K | 0.00% | +1,076+12.7% | Added |
| Citadel Advisors LLC | 9,594 | $246.7K | 0.00% | +9,594 | New |
| Citigroup Inc | 9,711 | $249.7K | 0.00% | −7,742−44.4% | Reduced |
| Westfield Capital Management Co LP | 10,159 | $261.2K | 0.00% | +10,159 | New |
| Rinkey Investments | 15,186 | $390.4K | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,316 | $419.5K | 0.00% | +8,300+103.5% | Added |
| Wall Street Access Asset Management, LLC | 17,023 | $437.7K | 0.17% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,967 | $461.9K | 0.00% | −787−4.2% | Reduced |
| Rockefeller Capital Management L.P. | 18,000 | $462.8K | 0.00% | +18,000 | New |
| Bank of America Corp | 18,325 | $471.1K | 0.00% | −19,921−52.1% | Reduced |
| Swiss National Bank | 21,300 | $547.6K | 0.00% | +2,400+12.7% | Added |
| Goldman Sachs Group Inc | 22,933 | $589.6K | 0.00% | −26,853−53.9% | Reduced |
| Delta Investment Management, LLC | 24,001 | $617.1K | 0.12% | +4,760+24.7% | Added |
| Barclays PLC | 24,401 | $627.3K | 0.00% | −5,656−18.8% | Reduced |
| Lisanti Capital Growth, LLC | 25,665 | $659.8K | 0.20% | +25,665 | New |
| Kestra Private Wealth Services, LLC | 27,304 | $702.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 27,569 | $708.8K | 0.00% | +27,569 | New |
| ExodusPoint Capital Management, LP | 27,829 | $715.0K | 0.01% | +27,829 | New |
| Squarepoint Ops LLC | 27,935 | $718.2K | 0.00% | +27,935 | New |
| Bank of New York Mellon Corp | 28,694 | $737.7K | 0.00% | −520−1.8% | Reduced |
| American Century Companies Inc | 30,405 | $781.7K | 0.00% | −2,101−6.5% | Reduced |
| Wellington Management Group LLP | 30,488 | $783.8K | 0.00% | +2,272+8.1% | Added |
| TD Asset Management Inc | 34,828 | $895.4K | 0.00% | −68,172−66.2% | Reduced |
| BBR Partners, LLC | 40,000 | $1.03M | 0.07% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 41,781 | $1.07M | 0.00% | +7,762+22.8% | Added |
| Manufacturers Life Insurance Company, The | 42,230 | $1.09M | 0.00% | −25,661−37.8% | Reduced |
| Harbor Capital Advisors, Inc. | 48,616 | $1.25M | 0.06% | +4,627+10.5% | Added |
| Lord, Abbett & Co. LLC | 49,622 | $1.28M | 0.00% | +49,622 | New |
| Vivaldi Capital Management, LLC | 59,252 | $1.52M | 0.25% | +3,000+5.3% | Added |
| Ameriprise Financial Inc | 66,030 | $1.70M | 0.00% | +17,942+37.3% | Added |
| Nuveen, LLC | 67,037 | $1.72M | 0.00% | +67,037 | New |
| Ensign Peak Advisors, Inc | 77,275 | $1.99M | 0.00% | +77,275 | New |
| FMR LLC | 81,139 | $2.09M | 0.00% | +80,927+38,173.1% | Added |
| Rock Springs Capital Management LP | 83,082 | $2.14M | 0.12% | +53,777+183.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 83,172 | $2.14M | 0.00% | +330.0% | Added |
| Scoggin Management LP | 100,000 | $2.57M | 1.27% | +100,000 | New |
| Charles Schwab Investment Management Inc | 124,046 | $3.19M | 0.00% | −3,150−2.5% | Reduced |
| Northern Trust Corp | 140,954 | $3.62M | 0.00% | +1,666+1.2% | Added |
| Alyeska Investment Group, L.P. | 142,113 | $3.65M | 0.01% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 176,166 | $4.53M | 0.23% | +124,324+239.8% | Added |
| Morgan Stanley | 188,744 | $4.85M | 0.00% | +96,460+104.5% | Added |
| State Street Corp | 287,356 | $7.39M | 0.00% | −206,960−41.9% | Reduced |
| Price T Rowe Associates Inc | 306,978 | $7.89M | 0.00% | −515,979−62.7% | Reduced |
| Geode Capital Management, LLC | 360,392 | $9.27M | 0.00% | +26,366+7.9% | Added |
| Samsara BioCapital, LLC | 526,390 | $13.5M | 2.41% | −460,591−46.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 537,738 | $13.8M | 0.03% | +537,738 | New |
| UBS Group AG | 667,164 | $17.2M | 0.00% | +581,236+676.4% | Added |
| Tang Capital Management LLC | 766,940 | $19.7M | 1.09% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 852,244 | $21.9M | 0.06% | +68,323+8.7% | Added |
| RTW Investments, LP | 863,389 | $22.2M | 0.34% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 977,245 | $25.1M | 19.56% | 00.0% | Unchanged |
| 72 Investment Holdings, LLC | 1,017,751 | $26.2M | 73.53% | 00.0% | Unchanged |