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, Q1 2026
Institutional positions in Lexeo Therapeutics, Inc. as of Mar 31, 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
- 139
- −6 vs. Q4 2025
- Shares held
- 79.9M
- +7.32M (+10.1%) vs. Q4 2025
- Total value
- $458.7M
- −$261.8M (−36.3%) vs. Q4 2025
- New holders
- 21
- 58 more added
- Sold out
- 27
- 38 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 141 | $410.9M |
| Q1 2026 | 139 | $458.7M |
| Q4 2025 | 146 | $759.2M |
| Q3 2025 | 109 | $327.5M |
| Q2 2025 | 90 | $169.9M |
| Q1 2025 | 88 | $100.0M |
| Q4 2024 | 90 | $194.2M |
| Q3 2024 | 69 | $268.8M |
| Q2 2024 | 60 | $426.3M |
| Q1 2024 | 54 | $361.5M |
| Q4 2023 | 31 | $217.1M |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Lexeo Therapeutics, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 4 | $21 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 11 | $64 | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 16 | $92 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 29 | $166 | 0.00% | −84−74.3% | Reduced |
| UBS Asset Management Americas Inc | 56 | $321 | 0.00% | +56 | New |
| Caitong International Asset Management Co., Ltd | 60 | $344 | 0.00% | −3,654−98.4% | Reduced |
| Bare Financial Services, Inc | 80 | $459 | 0.00% | +80 | New |
| Steward Partners Investment Advisory, LLC | 100 | $574 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 178 | $1.02K | 0.00% | −143−44.5% | Reduced |
| Signaturefd, LLC | 200 | $1.15K | 0.00% | −90−31.0% | Reduced |
| Key Financial Inc | 200 | $1.15K | 0.00% | +200 | New |
| IFP Advisors, Inc | 203 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 205 | $1.18K | 0.00% | +81+65.3% | Added |
| SBI Securities Co., Ltd. | 207 | $1.19K | 0.00% | −10−4.6% | Reduced |
| True Wealth Design, LLC | 226 | $1.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 331 | $1.90K | 0.00% | +281+562.0% | Added |
| Allworth Financial LP | 379 | $2.18K | 0.00% | −3,007−88.8% | Reduced |
| Truvestments Capital LLC | 400 | $2.30K | 0.00% | +400 | New |
| Advisor Group Holdings, Inc. | 411 | $2.36K | 0.00% | +354+621.1% | Added |
| Essential Partners LLC | 471 | $2.70K | 0.00% | −5−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 505 | $2.90K | 0.00% | +18+3.7% | Added |
| Optiver Holding B.V. | 600 | $3.44K | 0.00% | +288+92.3% | Added |
| US Bancorp | 640 | $3.67K | 0.00% | +85+15.3% | Added |
| EverSource Wealth Advisors, LLC | 801 | $4.60K | 0.00% | +70+9.6% | Added |
| Harbour Investments, Inc. | 1,000 | $5.74K | 0.00% | +1,000 | New |
| Rockefeller Capital Management L.P. | 1,141 | $6.55K | 0.00% | +441+63.0% | Added |
| Simplex Trading, LLC | 1,240 | $7.12K | 0.00% | −11,791−90.5% | Reduced |
| Group One Trading, L.P. | 1,308 | $7.51K | 0.00% | −508−28.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,355 | $7.78K | 0.00% | +1,355 | New |
| Larson Financial Group LLC | 1,456 | $8.36K | 0.00% | +1,216+506.7% | Added |
| GF Fund Management Co. Ltd. | 1,628 | $9.35K | 0.00% | +194+13.5% | Added |
| Sterling Capital Management LLC | 2,191 | $12.6K | 0.00% | −1,445−39.7% | Reduced |
| National Bank of Canada | 2,462 | $14.1K | 0.00% | +2,462 | New |
| California State Teachers Retirement System | 3,595 | $20.6K | 0.00% | −289−7.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,807 | $21.9K | 0.00% | +260+7.3% | Added |
| Nisa Investment Advisors, LLC | 4,865 | $27.9K | 0.00% | +2,100+75.9% | Added |
| Ameritas Investment Partners, Inc. | 5,121 | $29.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,300 | $30.0K | 0.00% | −1,421−21.1% | Reduced |
| Legal & General Group Plc | 5,631 | $32.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,639 | $38.1K | 0.00% | +767+13.1% | Added |
| Tower Research Capital LLC (TRC) | 9,485 | $54.4K | 0.00% | +8,659+1,048.3% | Added |
| Voya Investment Management LLC | 10,705 | $61.4K | 0.00% | −271−2.5% | Reduced |
| Ethic Inc. | 11,132 | $63.9K | 0.00% | −317−2.8% | Reduced |
| Virtu Financial LLC | 11,901 | $68.0K | 0.00% | +11,901 | New |
| Barclays PLC | 12,165 | $69.8K | 0.00% | −176,589−93.6% | Reduced |
| E Fund Management Co., Ltd. | 12,683 | $72.8K | 0.00% | +12,683 | New |
| ProShare Advisors LLC | 12,852 | $73.8K | 0.00% | −1,900−12.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 12,952 | $74.3K | 0.01% | +1,059+8.9% | Added |
| Citigroup Inc | 13,320 | $76.5K | 0.00% | −1,973−12.9% | Reduced |
| Bridgeway Capital Management, LLC | 13,400 | $76.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,620 | $78.2K | 0.00% | +2,386+21.2% | Added |
| Caxton Corp | 13,943 | $80.0K | 1.99% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,585 | $89.5K | 0.00% | +3,047+24.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,991 | $91.5K | 0.00% | +1,661+11.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,373 | $94.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,504 | $94.7K | 0.00% | +2,316+16.3% | Added |
| EntryPoint Capital, LLC | 16,560 | $95.1K | 0.03% | +16,560 | New |
| JustInvest LLC | 17,565 | $100.8K | 0.00% | +1,129+6.9% | Added |
| Manufacturers Life Insurance Company, The | 17,738 | $101.8K | 0.00% | −1,409−7.4% | Reduced |
| CWM, LLC | 18,317 | $105.1K | 0.00% | −636−3.4% | Reduced |
| New York State Common Retirement Fund | 19,887 | $114.2K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 20,000 | $114.8K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,027 | $120.7K | 0.00% | −1,412−6.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,221 | $139.0K | 0.00% | +24,221 | New |
| FMR LLC | 24,388 | $140.0K | 0.00% | +11,000+82.2% | Added |
| Wells Fargo & Company | 24,993 | $143.5K | 0.00% | −45,743−64.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,577 | $146.8K | 0.00% | −632−2.4% | Reduced |
| Axq Capital, LP | 26,119 | $149.9K | 0.02% | +26,119 | New |
| Virtus Investment Advisers, Inc. | 27,910 | $160.2K | 0.04% | +680+2.5% | Added |
| D. E. Shaw & Co., Inc. | 30,477 | $174.9K | 0.00% | −449,728−93.7% | Reduced |
| Panagora Asset Management Inc | 34,297 | $196.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 34,269 | $197.0K | 0.01% | +22,806+199.0% | Added |
| MetLife Investment Management | 35,584 | $204.3K | 0.00% | −137−0.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,071 | $209.5K | 0.00% | +1,814+5.1% | Added |
| Los Angeles Capital Management LLC | 37,071 | $212.8K | 0.00% | +25,516+220.8% | Added |
| Vanguard Global Advisers, LLC | 42,575 | $244.4K | 0.00% | +42,575 | New |
| Price T Rowe Associates Inc | 43,132 | $248.0K | 0.00% | +9,260+27.3% | Added |
| Profund Advisors LLC | 45,161 | $259.2K | 0.01% | +7,107+18.7% | Added |
| Susquehanna International Group, LLP | 46,998 | $269.8K | 0.00% | +9,989+27.0% | Added |
| Bleakley Financial Group, LLC | 47,964 | $275.3K | 0.00% | +47,964 | New |
| DRW Securities, LLC | 47,988 | $275.5K | 0.02% | +47,988 | New |
| Deutsche Bank AG | 63,051 | $361.9K | 0.00% | +5,885+10.3% | Added |
| Invesco Ltd. | 63,518 | $364.6K | 0.00% | −399,511−86.3% | Reduced |
| Creative Planning | 67,079 | $385.0K | 0.00% | +56,721+547.6% | Added |
| Rhumbline Advisers | 72,082 | $413.7K | 0.00% | +2,713+3.9% | Added |
| JPMorgan Chase & Co | 93,163 | $491.0K | 0.00% | +63,302+212.0% | Added |
| XTX Topco Ltd | 100,607 | $577.5K | 0.01% | +89,463+802.8% | Added |
| Rafferty Asset Management, LLC | 100,896 | $579.1K | 0.00% | −1,263−1.2% | Reduced |
| Alliancebernstein L.P. | 61,810 | $613.8K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 112,172 | $643.9K | 0.01% | +112,172 | New |
| Susquehanna Portfolio Strategies, LLC | 112,982 | $648.5K | 0.01% | +86,777+331.1% | Added |
| Burkehill Global Management, LP | 125,000 | $717.5K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 136,377 | $782.8K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 142,571 | $818.4K | 0.02% | −88,592−38.3% | Reduced |
| Bank of New York Mellon Corp | 158,899 | $912.1K | 0.00% | −7,850−4.7% | Reduced |
| Wellington Management Group LLP | 172,703 | $991.3K | 0.00% | +89,473+107.5% | Added |
| Two Sigma Investments, LP | 181,676 | $1.04M | 0.00% | −218,891−54.6% | Reduced |
| Charles Schwab Investment Management Inc | 182,069 | $1.05M | 0.00% | −10,141−5.3% | Reduced |
| Nuveen, LLC | 182,975 | $1.05M | 0.00% | −28,554−13.5% | Reduced |
| Privium Fund Management B.V. | 205,000 | $1.18M | 0.24% | +12,450+6.5% | Added |