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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 10,000 | $46.5K | 0.01% | +10,000 | New |
| Legal & General Group Plc | 6,882 | $32.0K | 0.00% | +1,251+22.2% | Added |
| Royal Bank of Canada | 6,646 | $31.0K | 0.00% | +1,346+25.4% | Added |
| Tower Research Capital LLC (TRC) | 5,237 | $24.4K | 0.00% | −4,248−44.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,121 | $23.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,512 | $16.3K | 0.00% | −295−7.7% | Reduced |
| National Bank of Canada | 3,500 | $16.3K | 0.00% | +1,038+42.2% | Added |
| SRS Capital Advisors, Inc. | 3,409 | $15.9K | 0.00% | +3,409 | New |
| Nisa Investment Advisors, LLC | 2,765 | $12.9K | 0.00% | −2,100−43.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,742 | $12.8K | 0.00% | +1,387+102.4% | Added |
| GF Fund Management Co. Ltd. | 1,545 | $7.19K | 0.00% | −83−5.1% | Reduced |
| Sterling Capital Management LLC | 1,429 | $6.65K | 0.00% | −762−34.8% | Reduced |
| Group One Trading, L.P. | 1,109 | $5.16K | 0.00% | −199−15.2% | Reduced |
| Pacer Advisors, Inc. | 1,128 | $5.00K | 0.00% | +1,128 | New |
| 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 |
| California State Teachers Retirement System | 927 | $4.32K | 0.00% | −2,668−74.2% | Reduced |
| EverSource Wealth Advisors, LLC | 594 | $2.77K | 0.00% | −207−25.8% | Reduced |
| US Bancorp | 591 | $2.75K | 0.00% | −49−7.7% | Reduced |
| Optiver Holding B.V. | 544 | $2.53K | 0.00% | −56−9.3% | Reduced |
| Truvestments Capital LLC | 400 | $1.86K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 354 | $1.65K | 0.00% | −117−24.8% | Reduced |
| GAMMA Investing LLC | 247 | $1.15K | 0.00% | −84−25.4% | Reduced |
| The PNC Financial Services Group, Inc. | 234 | $1.09K | 0.00% | −271−53.7% | Reduced |
| Fortitude Family Office, LLC | 228 | $1.06K | 0.00% | +23+11.2% | Added |
| UMA Financial Services, Inc. | 203 | $945 | 0.00% | +203 | New |
| Key Financial Inc | 200 | $931 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 197 | $918 | 0.00% | −29−12.8% | Reduced |
| Allworth Financial LP | 196 | $913 | 0.00% | −183−48.3% | Reduced |
| Torren Management, LLC | 178 | $829 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 175 | $815 | 0.00% | −32−15.5% | Reduced |
| IFP Advisors, Inc | 172 | $801 | 0.00% | −31−15.3% | Reduced |
| Signaturefd, LLC | 159 | $740 | 0.00% | −41−20.5% | Reduced |
| Farther Finance Advisors, LLC | 159 | $740 | 0.00% | +159 | New |
| Rockefeller Capital Management L.P. | 150 | $698 | 0.00% | −991−86.9% | Reduced |
| Rialto Wealth Management, LLC | 134 | $624 | 0.00% | +134 | New |
| Steward Partners Investment Advisory, LLC | 100 | $466 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 56 | $261 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 10 | $47 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 6 | $28 | 0.00% | +6 | New |
| Smartleaf Asset Management LLC | 4 | $19 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,680,449−100.0% | Sold out |
| Octagon Capital Advisors LP | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −181,676−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −142,571−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −47,988−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −47,964−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −46,998−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −34,269−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −34,297−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −26,119−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,221−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −12,683−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −11,132−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |