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Lexeo Therapeutics, Inc.

LXEO
Exchange
Nasdaq
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0001907108

In the last 90 days, Lexeo Therapeutics, Inc. insiders filed 0 open-market purchases and 3 sales; 141 institutions reported holding it in 13F filings for Q2 2026, worth $410.9M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Lexeo Therapeutics, 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
146
+38 vs. Q3 2025
Shares held
76.5M
+27.1M (+55.0%) vs. Q3 2025
Total value
$759.2M
+$431.7M (+131.8%) vs. Q3 2025
New holders
47
61 more added
Sold out
9
26 more reduced

1 institution 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 LXEO 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: 146 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 31 institutionsQ1 2024: 54 institutionsQ2 2024: 60 institutionsQ3 2024: 69 institutionsQ4 2024: 90 institutionsQ1 2025: 88 institutionsQ2 2025: 90 institutionsQ3 2025: 109 institutionsQ4 2025: 146 institutionsQ1 2026: 139 institutionsQ2 2026: 141 institutions
Value heldQ4 2025: $759.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $217.1MQ1 2024: $361.5MQ2 2024: $426.3MQ3 2024: $268.8MQ4 2024: $194.2MQ1 2025: $100.0MQ2 2025: $169.9MQ3 2025: $327.5MQ4 2025: $759.2MQ1 2026: $458.7MQ2 2026: $410.9M
Institutions holding LXEO and their total value by quarter
QuarterHoldersValue
Q2 2026141$410.9M
Q1 2026139$458.7M
Q4 2025146$759.2M
Q3 2025109$327.5M
Q2 202590$169.9M
Q1 202588$100.0M
Q4 202490$194.2M
Q3 202469$268.8M
Q2 202460$426.3M
Q1 202454$361.5M
Q4 202331$217.1M
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

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

Institutions holding LXEO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC1$100.00%+1New
Smartleaf Asset Management LLC4$390.00%+4New
Clearstead Advisors, LLC4$400.00%−300−98.7%Reduced
Sunbelt Securities, Inc.16$1590.00%00.0%Unchanged
GAMMA Investing LLC50$4970.00%+50New
Rialto Wealth Management, LLC53$5270.00%+53New
Advisor Group Holdings, Inc.57$5660.00%−113−66.5%Reduced
Farther Finance Advisors, LLC57$5660.00%+57New
Steward Partners Investment Advisory, LLC100$9930.00%00.0%Unchanged
Basecamp Wealth Advisors LLC113$1.12K0.00%+113New
Fortitude Family Office, LLC124$1.23K0.00%00.0%Unchanged
Daiwa Securities Group Inc.243$2.00K0.00%+243New
IFP Advisors, Inc203$2.02K0.00%00.0%Unchanged
SBI Securities Co., Ltd.217$2.15K0.00%+20+10.2%Added
True Wealth Design, LLC226$2.25K0.00%00.0%Unchanged
Larson Financial Group LLC240$2.38K0.00%+235+4,700.0%Added
Signaturefd, LLC290$2.88K0.00%+112+62.9%Added
Optiver Holding B.V.312$3.10K0.00%00.0%Unchanged
Torren Management, LLC321$3.19K0.00%+321New
Essential Partners LLC476$4.73K0.00%+5+1.1%Added
The PNC Financial Services Group, Inc.487$4.84K0.00%−186−27.6%Reduced
US Bancorp555$5.51K0.00%+555New
Rockefeller Capital Management L.P.700$6.95K0.00%+500+250.0%Added
EverSource Wealth Advisors, LLC731$7.26K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)826$8.20K0.00%−2,911−77.9%Reduced
Aquatic Capital Management LLC1,085$10.8K0.00%+1,085New
GF Fund Management Co. Ltd.1,434$14.2K0.00%+272+23.4%Added
Group One Trading, L.P.1,816$18.0K0.00%+1,816New
Amalgamated Bank1,982$20.0K0.00%+1,359+218.1%Added
Bessemer Group Inc2,380$24.0K0.00%+2,380New
Nisa Investment Advisors, LLC2,765$27.5K0.00%00.0%Unchanged
Allworth Financial LP3,386$33.6K0.00%+3,079+1,002.9%Added
Mirae Asset Global Investments Co., Ltd.3,547$35.2K0.00%+1,459+69.9%Added
Sterling Capital Management LLC3,636$36.1K0.00%+1,903+109.8%Added
Caitong International Asset Management Co., Ltd3,714$36.9K0.01%+3,714New
California State Teachers Retirement System3,884$38.6K0.00%+2,148+123.7%Added
Ameritas Investment Partners, Inc.5,121$50.9K0.00%+2,734+114.5%Added
Legal & General Group Plc5,631$55.9K0.00%+3,599+177.1%Added
Russell Investments Group, Ltd.5,872$58.3K0.00%+3,615+160.2%Added
Royal Bank of Canada6,721$67.0K0.00%−128−1.9%Reduced
Creative Planning10,358$102.9K0.00%+10,358New
Los Angeles Capital Management LLC11,555$109.0K0.00%+480+4.3%Added
Voya Investment Management LLC10,976$109.0K0.00%+10,976New
XTX Topco Ltd11,144$110.7K0.00%−15,571−58.3%Reduced
Commonwealth Equity Services, LLC11,234$111.5K0.00%+344+3.2%Added
Ethic Inc.11,449$113.7K0.00%+130+1.1%Added
Gsa Capital Partners LLP11,463$114.0K0.01%+11,463New
Quest Partners LLC11,726$116.4K0.01%+11,726New
China Universal Asset Management Co., Ltd.11,893$118.1K0.01%+2,427+25.6%Added
Raymond James Financial Inc12,538$124.5K0.00%+12,538New
Simplex Trading, LLC13,031$129.4K0.00%+12,532+2,511.4%Added
FMR LLC13,388$132.9K0.00%−45−0.3%Reduced
Bridgeway Capital Management, LLC13,400$133.1K0.00%−35,000−72.3%Reduced
Wealth Enhancement Advisory Services, LLC14,330$136.3K0.00%+86+0.6%Added
Caxton Corp13,943$138.5K3.24%−3,389−19.6%Reduced
Intech Investment Management LLC14,188$140.9K0.00%+2,317+19.5%Added
ProShare Advisors LLC14,752$146.5K0.00%+14,752New
Citigroup Inc15,293$151.9K0.00%+7,861+105.8%Added
Persistent Asset Partners Ltd16,025$159.1K0.08%+16,025New
Police & Firemen's Retirement System of New Jersey16,373$162.6K0.00%+10,333+171.1%Added
JustInvest LLC16,436$163.2K0.00%−159−1.0%Reduced
SG Americas Securities, LLC18,640$185.0K0.00%+18,640New
CWM, LLC18,953$188.0K0.00%+89+0.5%Added
Manufacturers Life Insurance Company, The19,147$190.1K0.00%+19,147New
New York State Common Retirement Fund19,887$197.5K0.00%+15,700+375.0%Added
Soltis Investment Advisors LLC20,000$198.6K0.01%00.0%Unchanged
Omers Administration Corp20,900$207.5K0.00%+20,900New
Pale Fire Capital SE22,302$221.5K0.03%−11,348−33.7%Reduced
Cerity Partners LLC22,439$222.8K0.00%−1,151−4.9%Reduced
Ieq Capital, LLC24,692$245.2K0.00%−8,889−26.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.26,209$251.9K0.00%+26,209New
Susquehanna Portfolio Strategies, LLC26,205$260.2K0.00%+3,296+14.4%Added
Winton Group Ltd26,900$267.1K0.01%+26,900New
Virtus Investment Advisers, Inc.27,230$270.4K0.07%+27,230New
JPMorgan Chase & Co29,861$296.5K0.00%+15,502+108.0%Added
Graham Capital Management, L.P.32,898$326.7K0.01%+32,898New
Price T Rowe Associates Inc33,872$337.0K0.00%+21,907+183.1%Added
Panagora Asset Management Inc34,297$340.6K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.35,257$349.0K0.00%+23,804+207.8%Added
MetLife Investment Management35,721$354.7K0.00%+35,721New
Susquehanna International Group, LLP37,009$367.5K0.00%+8,078+27.9%Added
Profund Advisors LLC38,054$377.9K0.01%+38,054New
American Century Companies Inc45,988$456.7K0.00%+9,834+27.2%Added
Acadian Asset Management LLC50,909$505.0K0.00%+50,909New
Deutsche Bank AG57,166$567.7K0.00%+32,844+135.0%Added
Alliancebernstein L.P.61,810$613.8K0.00%+32,440+110.5%Added
Atom Investors LP68,491$680.1K0.05%+68,491New
Rhumbline Advisers69,369$688.8K0.00%+37,605+118.4%Added
Wells Fargo & Company70,736$702.4K0.00%+51,474+267.2%Added
Two Sigma Advisers, LP81,300$807.3K0.00%+81,300New
Wellington Management Group LLP83,230$826.5K0.00%+83,230New
Squarepoint Ops LLC92,608$919.6K0.00%+92,608New
Rafferty Asset Management, LLC102,159$1.01M0.00%+102,159New
Burkehill Global Management, LP125,000$1.24M0.08%+125,000New
Qube Research & Technologies Ltd133,257$1.32M0.00%+133,257New
Boothbay Fund Management, LLC136,377$1.35M0.04%−44,367−24.5%Reduced
Perceptive Advisors LLC139,835$1.39M0.03%00.0%Unchanged
Jane Street Group, LLC140,096$1.39M0.00%+10,624+8.2%Added
Morgan Stanley140,181$1.39M0.00%+42,124+43.0%Added
Bank of America Corp160,288$1.59M0.00%+132,009+466.8%Added