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 7 sales; 141 institutions reported holding it in 13F filings for Q2 2026, worth $410.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Lexeo Therapeutics, 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
- 141
- +5 vs. Q1 2026
- Shares held
- 88.2M
- +13.3M (+17.8%) vs. Q1 2026
- Total value
- $410.9M
- −$19.2M (−4.5%) vs. Q1 2026
- New holders
- 27
- 59 more added
- Sold out
- 22
- 39 more reduced
3 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 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lexeo Therapeutics, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 4 | $19 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $28 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 10 | $47 | 0.00% | +10 | New |
| UBS Asset Management Americas Inc | 56 | $261 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $466 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 134 | $624 | 0.00% | +134 | New |
| Rockefeller Capital Management L.P. | 150 | $698 | 0.00% | −991−86.9% | Reduced |
| Signaturefd, LLC | 159 | $740 | 0.00% | −41−20.5% | Reduced |
| Farther Finance Advisors, LLC | 159 | $740 | 0.00% | +159 | New |
| IFP Advisors, Inc | 172 | $801 | 0.00% | −31−15.3% | Reduced |
| SBI Securities Co., Ltd. | 175 | $815 | 0.00% | −32−15.5% | Reduced |
| Torren Management, LLC | 178 | $829 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 196 | $913 | 0.00% | −183−48.3% | Reduced |
| True Wealth Design, LLC | 197 | $918 | 0.00% | −29−12.8% | Reduced |
| Key Financial Inc | 200 | $931 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 203 | $945 | 0.00% | +203 | New |
| Fortitude Family Office, LLC | 228 | $1.06K | 0.00% | +23+11.2% | Added |
| The PNC Financial Services Group, Inc. | 234 | $1.09K | 0.00% | −271−53.7% | Reduced |
| GAMMA Investing LLC | 247 | $1.15K | 0.00% | −84−25.4% | Reduced |
| Essential Partners LLC | 354 | $1.65K | 0.00% | −117−24.8% | Reduced |
| Truvestments Capital LLC | 400 | $1.86K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 544 | $2.53K | 0.00% | −56−9.3% | Reduced |
| US Bancorp | 591 | $2.75K | 0.00% | −49−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 594 | $2.77K | 0.00% | −207−25.8% | Reduced |
| California State Teachers Retirement System | 927 | $4.32K | 0.00% | −2,668−74.2% | Reduced |
| Harbour Investments, Inc. | 1,000 | $4.66K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,000 | $4.66K | 0.00% | +1,000 | New |
| Pacer Advisors, Inc. | 1,128 | $5.00K | 0.00% | +1,128 | New |
| Group One Trading, L.P. | 1,109 | $5.16K | 0.00% | −199−15.2% | Reduced |
| Sterling Capital Management LLC | 1,429 | $6.65K | 0.00% | −762−34.8% | Reduced |
| GF Fund Management Co. Ltd. | 1,545 | $7.19K | 0.00% | −83−5.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,742 | $12.8K | 0.00% | +1,387+102.4% | Added |
| Nisa Investment Advisors, LLC | 2,765 | $12.9K | 0.00% | −2,100−43.2% | Reduced |
| SRS Capital Advisors, Inc. | 3,409 | $15.9K | 0.00% | +3,409 | New |
| National Bank of Canada | 3,500 | $16.3K | 0.00% | +1,038+42.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,512 | $16.3K | 0.00% | −295−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,121 | $23.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,237 | $24.4K | 0.00% | −4,248−44.8% | Reduced |
| Royal Bank of Canada | 6,646 | $31.0K | 0.00% | +1,346+25.4% | Added |
| Legal & General Group Plc | 6,882 | $32.0K | 0.00% | +1,251+22.2% | Added |
| Tyche Wealth Partners LLC | 10,000 | $46.5K | 0.01% | +10,000 | New |
| SG Americas Securities, LLC | 10,555 | $49.0K | 0.00% | +10,555 | New |
| Commonwealth Equity Services, LLC | 11,123 | $51.8K | 0.00% | −2,497−18.3% | Reduced |
| Prudential Financial Inc | 11,585 | $53.9K | 0.00% | +11,585 | New |
| ProShare Advisors LLC | 11,853 | $55.2K | 0.00% | −999−7.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 12,497 | $58.2K | 0.00% | −455−3.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,745 | $61.4K | 0.00% | −3,246−20.3% | Reduced |
| Cerity Partners LLC | 13,911 | $64.8K | 0.00% | −7,116−33.8% | Reduced |
| Voya Investment Management LLC | 14,230 | $66.2K | 0.00% | +3,525+32.9% | Added |
| Spark Investment Management LLC | 15,000 | $69.8K | 0.14% | +15,000 | New |
| Barclays PLC | 16,257 | $75.7K | 0.00% | +4,092+33.6% | Added |
| Jain Global LLC | 16,585 | $77.2K | 0.00% | +16,585 | New |
| Caxton Corp | 16,962 | $79.0K | 4.26% | +3,019+21.7% | Added |
| Intech Investment Management LLC | 17,817 | $82.9K | 0.00% | +1,313+8.0% | Added |
| Canada Pension Plan Investment Board | 18,500 | $86.1K | 0.00% | +18,500 | New |
| American Century Companies Inc | 18,855 | $87.8K | 0.00% | +18,855 | New |
| JustInvest LLC | 19,466 | $90.6K | 0.00% | +1,901+10.8% | Added |
| Manufacturers Life Insurance Company, The | 19,805 | $92.2K | 0.00% | +2,067+11.7% | Added |
| D. E. Shaw & Co., Inc. | 19,866 | $92.5K | 0.00% | −10,611−34.8% | Reduced |
| New York State Common Retirement Fund | 19,887 | $92.6K | 0.00% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 20,016 | $93.2K | 0.01% | +16+0.1% | Added |
| Prelude Capital Management, LLC | 22,500 | $104.7K | 0.01% | +22,500 | New |
| Vanguard Global Advisers, LLC | 23,385 | $108.9K | 0.00% | −19,190−45.1% | Reduced |
| Quantinno Capital Management LP | 24,293 | $113.1K | 0.00% | +24,293 | New |
| Police & Firemen's Retirement System of New Jersey | 25,535 | $118.9K | 0.00% | +9,162+56.0% | Added |
| ExodusPoint Capital Management, LP | 27,880 | $129.8K | 0.00% | −84,292−75.1% | Reduced |
| Verdad Advisers, LP | 30,591 | $142.4K | 0.14% | +30,591 | New |
| Dynamic Technology Lab Private Ltd | 32,651 | $152.0K | 0.03% | +32,651 | New |
| Russell Investments Group, Ltd. | 33,273 | $154.9K | 0.00% | +26,634+401.2% | Added |
| Profund Advisors LLC | 34,317 | $159.7K | 0.00% | −10,844−24.0% | Reduced |
| MetLife Investment Management | 39,548 | $184.1K | 0.00% | +3,964+11.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 40,485 | $189.7K | 0.00% | +3,414+9.2% | Added |
| Los Angeles Capital Management LLC | 48,176 | $224.3K | 0.00% | +11,105+30.0% | Added |
| State of Wisconsin Investment Board | 48,324 | $224.9K | 0.00% | +48,324 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,988 | $232.7K | 0.00% | +24,411+95.4% | Added |
| Price T Rowe Associates Inc | 58,194 | $271.0K | 0.00% | +15,062+34.9% | Added |
| Wells Fargo & Company | 59,365 | $276.3K | 0.00% | +34,372+137.5% | Added |
| Rafferty Asset Management, LLC | 67,535 | $314.4K | 0.00% | −33,361−33.1% | Reduced |
| Creative Planning | 72,625 | $338.1K | 0.00% | +5,546+8.3% | Added |
| Walleye Capital LLC | 73,868 | $343.9K | 0.00% | +73,868 | New |
| Virtus Investment Advisers, Inc. | 74,874 | $348.5K | 0.08% | +46,964+168.3% | Added |
| Invesco Ltd. | 76,219 | $354.8K | 0.00% | +12,701+20.0% | Added |
| Rhumbline Advisers | 79,809 | $371.5K | 0.00% | +7,727+10.7% | Added |
| Deutsche Bank AG | 82,293 | $383.5K | 0.00% | +19,242+30.5% | Added |
| Citigroup Inc | 93,743 | $436.4K | 0.00% | +80,423+603.8% | Added |
| Alliancebernstein L.P. | 77,860 | $446.9K | 0.00% | +16,050+26.0% | Added |
| JPMorgan Chase & Co | 96,290 | $463.2K | 0.00% | +3,127+3.4% | Added |
| EntryPoint Capital, LLC | 103,648 | $482.5K | 0.12% | +87,088+525.9% | Added |
| Fisher Asset Management, LLC | 114,322 | $532.2K | 0.00% | +114,322 | New |
| Palumbo Wealth Management LLC | 114,743 | $534.1K | 0.11% | +114,743 | New |
| Raymond James Financial Inc | 117,388 | $546.4K | 0.00% | +101,803+653.2% | Added |
| Burkehill Global Management, LP | 125,000 | $581.9K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 136,377 | $634.8K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 141,146 | $657.0K | 0.00% | +116,758+478.8% | Added |
| XTX Topco Ltd | 145,556 | $677.6K | 0.01% | +44,949+44.7% | Added |
| Privium Fund Management B.V. | 155,000 | $722.3K | 0.13% | −50,000−24.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 161,062 | $749.7K | 0.01% | +48,080+42.6% | Added |
| Charles Schwab Investment Management Inc | 172,609 | $803.5K | 0.00% | −9,460−5.2% | Reduced |
| Bank of New York Mellon Corp | 183,883 | $856.0K | 0.00% | +24,984+15.7% | Added |
| Nuveen, LLC | 200,417 | $932.9K | 0.00% | +17,442+9.5% | Added |