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LeonaBio, Inc.

LONA
Exchange
Nasdaq
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001620463

No open-market purchases or sales by LeonaBio, Inc. insiders were filed in the last 90 days; 44 institutions reported holding it in 13F filings for Q2 2026, worth $66.8M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in LeonaBio, 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
65
−3 vs. Q3 2023
Shares held
21.9M
+928.3K (+4.4%) vs. Q3 2023
Total value
$53.2M
+$10.9M (+25.6%) vs. Q3 2023
New holders
7
16 more added
Sold out
10
20 more reduced

2 institutions 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 LONA 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: 65 institutions
Q1 2021: 69 institutionsQ2 2021: 89 institutionsQ3 2021: 93 institutionsQ4 2021: 106 institutionsQ1 2022: 106 institutionsQ2 2022: 98 institutionsQ3 2022: 98 institutionsQ4 2022: 94 institutionsQ1 2023: 83 institutionsQ2 2023: 77 institutionsQ3 2023: 70 institutionsQ4 2023: 65 institutionsQ1 2024: 75 institutionsQ2 2024: 65 institutionsQ3 2024: 58 institutionsQ4 2024: 56 institutionsQ1 2025: 54 institutionsQ2 2025: 51 institutionsQ3 2025: 34 institutionsQ4 2025: 42 institutionsQ1 2026: 40 institutionsQ2 2026: 44 institutions
Value heldQ4 2023: $53.2M
Q1 2021: $484.4MQ2 2021: $253.3MQ3 2021: $234.0MQ4 2021: $341.8MQ1 2022: $353.7MQ2 2022: $68.0MQ3 2022: $66.5MQ4 2022: $73.9MQ1 2023: $59.5MQ2 2023: $64.6MQ3 2023: $43.3MQ4 2023: $53.2MQ1 2024: $59.5MQ2 2024: $58.8MQ3 2024: $7.19MQ4 2024: $10.5MQ1 2025: $5.00MQ2 2025: $5.30MQ3 2025: $7.07MQ4 2025: $46.7MQ1 2026: $66.0MQ2 2026: $66.8M
Institutions holding LONA and their total value by quarter
QuarterHoldersValue
Q2 202644$66.8M
Q1 202640$66.0M
Q4 202542$46.7M
Q3 202534$7.07M
Q2 202551$5.30M
Q1 202554$5.00M
Q4 202456$10.5M
Q3 202458$7.19M
Q2 202465$58.8M
Q1 202475$59.5M
Q4 202365$53.2M
Q3 202370$43.3M
Q2 202377$64.6M
Q1 202383$59.5M
Q4 202294$73.9M
Q3 202298$66.5M
Q2 202298$68.0M
Q1 2022106$353.7M
Q4 2021106$341.8M
Q3 202193$234.0M
Q2 202189$253.3M
Q1 202169$484.4M

Institutions, Q4 2023

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

Institutions holding LONA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Perceptive Advisors LLC5,402,964$13.1M0.29%+605,686+12.6%Added
Baker Bros. Advisors LP3,153,807$7.66M0.09%00.0%Unchanged
Vanguard Group Inc1,698,453$4.13M0.00%00.0%Unchanged
Simplify Asset Management Inc.1,492,792$3.63M0.56%00.0%Unchanged
Propel Bio Management, LLC1,492,792$3.63M3.01%+1,492,792New
BML Capital Management, LLC1,454,362$3.53M2.79%−250,000−14.7%Reduced
Tang Capital Management LLC1,152,715$2.80M0.26%+800,000+226.8%Added
BlackRock Inc.662,662$1.61M0.00%+1740.0%Added
Millennium Management LLC455,857$1.11M0.00%−286,486−38.6%Reduced
Pathstone Holdings, LLC372,296$904.7K0.00%+372,296New
Dimensional Fund Advisors LP346,804$842.7K0.00%−187,647−35.1%Reduced
Two Sigma Investments, LP304,071$738.9K0.00%+37,025+13.9%Added
Gsa Capital Partners LLP300,851$731.0K0.06%+3,799+1.3%Added
Two Sigma Advisers, LP298,600$725.6K0.00%+19,500+7.0%Added
Geode Capital Management, LLC283,327$688.7K0.00%00.0%Unchanged
Laird Norton Trust Company, LLC282,309$686.0K0.08%+103,600+58.0%Added
Jacobs Levy Equity Management, Inc270,197$656.6K0.00%−29,464−9.8%Reduced
Renaissance Technologies LLC265,400$645.0K0.00%−17,500−6.2%Reduced
Bridgeway Capital Management, LLC212,073$515.3K0.01%+26,480+14.3%Added
Nan Fung Group Holdings Ltd180,000$437.4K0.27%00.0%Unchanged
Barclays PLC173,641$421.9K0.00%−262,200−60.2%Reduced
Advisor Group Holdings, Inc.170,005$413.1K0.00%+27,936+19.7%Added
Potomac Capital Management, Inc.149,585$363.5K0.52%+75,000+100.6%Added
Acadian Asset Management LLC144,145$348.0K0.00%+4,603+3.3%Added
Citadel Advisors LLC110,088$267.5K0.00%−3,407−3.0%Reduced
State Street Corp107,781$261.9K0.00%00.0%Unchanged
Verition Fund Management LLC100,000$243.0K0.00%00.0%Unchanged
Bristlecone Advisors, LLC85,306$207.3K0.02%00.0%Unchanged
Cornercap Investment Counsel Inc75,389$183.2K0.03%00.0%Unchanged
Northern Trust Corp54,260$131.9K0.00%−258−0.5%Reduced
Clarius Group, LLC53,551$130.1K0.01%+14,124+35.8%Added
Morgan Stanley49,563$120.4K0.00%−12,508−20.2%Reduced
Susquehanna International Group, LLP49,178$119.5K0.00%+20,699+72.7%Added
Bank of America Corp48,696$118.3K0.00%−409,381−89.4%Reduced
Blair William & Co36,045$87.6K0.00%00.0%Unchanged
Royal Bank of Canada35,518$86.0K0.00%+33,588+1,740.3%Added
Easterly Investment Partners LLC33,501$81.4K0.01%00.0%Unchanged
Integrity Financial Corp32,786$79.7K0.06%00.0%Unchanged
Brighton Jones LLC32,200$78.2K0.00%00.0%Unchanged
Prelude Capital Management, LLC31,422$76.4K0.01%−500−1.6%Reduced
Forefront Analytics, LLC29,765$72.3K0.04%+8,955+43.0%Added
Jane Street Group, LLC22,778$55.4K0.00%+22,778New
Simon Quick Advisors, LLC20,538$49.9K0.00%00.0%Unchanged
Journey Strategic Wealth LLC20,538$49.9K0.00%00.0%Unchanged
Sargent Investment Group, LLC18,204$44.2K0.01%−2,544−12.3%Reduced
Cubist Systematic Strategies, LLC16,882$41.0K0.00%−2,761−14.1%Reduced
Bank of New York Mellon Corp16,204$39.4K0.00%00.0%Unchanged
Occudo Quantitative Strategies LP15,559$37.8K0.01%−5,456−26.0%Reduced
American Century Companies Inc15,269$37.1K0.00%00.0%Unchanged
Federated Hermes, Inc.14,048$34.1K0.00%−881−5.9%Reduced
Private Advisor Group, LLC12,975$31.5K0.00%+12,975New
Rothschild Investment LLC12,900$31.3K0.00%+12,900New
HighTower Advisors, LLC12,468$30.0K0.00%−67−0.5%Reduced
Lindbrook Capital, LLC9,738$23.7K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.3,075$7.47K0.00%+3,075New
Rhumbline Advisers1,532$3.72K0.00%00.0%Unchanged
American Capital Advisory, LLC1,000$2.43K0.00%+1,000New
UBS Group AG932$2.27K0.00%−98,570−99.1%Reduced
McIlrath & Eck, LLC825$2.00K0.00%00.0%Unchanged
Qube Research & Technologies Ltd568$1.38K0.00%−4,085−87.8%Reduced
Tower Research Capital LLC (TRC)311$7560.00%+149+92.0%Added
Wells Fargo & Company234$5690.00%−12,598−98.2%Reduced
JPMorgan Chase & Co143$3470.00%−850−85.6%Reduced
Citigroup Inc75$1820.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC150$00.00%00.0%Unchanged
Point72 Asset Management, L.P.0$00.00%−907,558−100.0%Sold out
Acuitas Investments, LLC0$00.00%−149,600−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−30,783−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−30,049−100.0%Sold out
Algert Global LLC0$00.00%−27,770−100.0%Sold out
Ameriprise Financial Inc0$00.00%−15,300−100.0%Sold out
Squarepoint Ops LLC0$00.00%−10,938−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−9,200−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−1,463−100.0%Sold out
FMR LLC0$00.00%−1,000−100.0%Sold out
Pathstone Family Office, LLC––––Not filed
Rothschild Investment Corp––––Not filed