Skip to main content

MBX Biosciences, Inc.

MBX
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001776111

In the last 90 days, MBX Biosciences, Inc. insiders filed 0 open-market purchases and 1 sale; 172 institutions reported holding it in 13F filings for Q2 2026, worth $3.06B in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in MBX Biosciences, Inc. as of Dec 31, 2024. 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
63
+18 vs. Q3 2024
Shares held
32.9M
+2.64M (+8.7%) vs. Q3 2024
Total value
$606.5M
−$177.6M (−22.6%) vs. Q3 2024
New holders
33
11 more added
Sold out
15
8 more reduced

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MBX 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 2024: 63 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: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 45 institutionsQ4 2024: 63 institutionsQ1 2025: 79 institutionsQ2 2025: 88 institutionsQ3 2025: 118 institutionsQ4 2025: 138 institutionsQ1 2026: 157 institutionsQ2 2026: 172 institutions
Value heldQ4 2024: $606.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $784.1MQ4 2024: $606.5MQ1 2025: $263.2MQ2 2025: $420.3MQ3 2025: $836.4MQ4 2025: $1.53BQ1 2026: $1.57BQ2 2026: $3.06B
Institutions holding MBX and their total value by quarter
QuarterHoldersValue
Q2 2026172$3.06B
Q1 2026157$1.57B
Q4 2025138$1.53B
Q3 2025118$836.4M
Q2 202588$420.3M
Q1 202579$263.2M
Q4 202463$606.5M
Q3 202445$784.1M
Q2 20240$0
Q1 20240$0
Q4 20230$0
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 2024

Shares, value and share of portfolio for each institution holding MBX Biosciences, Inc.; share changes are against Q3 2024.

Institutions holding MBX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Frazier Life Sciences Management, L.P.5,985,347$110.3M4.58%00.0%Unchanged
OrbiMed Advisors LLC3,812,215$70.3M1.46%00.0%Unchanged
NEA Management Company, LLC3,614,486$66.6M3.76%00.0%Unchanged
Deep Track Capital, LP3,018,935$55.6M2.09%00.0%Unchanged
Wellington Management Group LLP2,909,639$53.0M0.01%−28,214−1.0%Reduced
NVP Associates, LLC2,136,335$39.4M21.06%00.0%Unchanged
Driehaus Capital Management LLC1,581,760$29.2M0.24%+600,438+61.2%Added
Ra Capital Management, L.P.1,511,334$27.9M0.37%00.0%Unchanged
EcoR1 Capital, LLC1,259,273$23.2M0.93%+83,464+7.1%Added
Price T Rowe Associates Inc1,161,527$21.4M0.00%−31,411−2.6%Reduced
BlackRock, Inc.727,952$13.4M0.00%+727,952New
Cormorant Asset Management, LP700,000$12.9M0.71%00.0%Unchanged
Vanguard Group Inc670,948$12.4M0.00%+620,948+1,241.9%Added
TCG Crossover Management, LLC650,000$12.0M1.17%00.0%Unchanged
Woodline Partners LP608,721$11.2M0.08%+89,046+17.1%Added
Franklin Resources Inc369,300$6.81M0.00%−80,700−17.9%Reduced
Millennium Management LLC333,642$6.15M0.01%−106,769−24.2%Reduced
Geode Capital Management, LLC265,703$4.90M0.00%+243,434+1,093.2%Added
Citadel Advisors LLC220,330$4.06M0.00%+84,722+62.5%Added
Alyeska Investment Group, L.P.174,700$3.22M0.01%−50,300−22.4%Reduced
Parkman Healthcare Partners LLC170,000$3.13M0.42%+170,000New
Platinum Investment Management Ltd162,090$2.99M0.18%+12,090+8.1%Added
State Street Corp142,649$2.63M0.00%+142,649New
Charles Schwab Investment Management Inc93,311$1.72M0.00%+93,311New
Northern Trust Corp90,682$1.67M0.00%+90,682New
Schonfeld Strategic Advisors LLC71,500$1.32M0.01%+71,500New
Manufacturers Life Insurance Company, The49,675$915.5K0.00%+3,481+7.5%Added
UBS Group AG45,901$846.0K0.00%+45,901New
TD Asset Management Inc36,600$674.5K0.00%−8,182−18.3%Reduced
Goldman Sachs Group Inc34,827$641.9K0.00%−16,173−31.7%Reduced
Alps Advisors Inc27,020$498.0K0.00%+27,020New
Teachers Retirement System of the State of Kentucky26,708$492.0K0.00%00.0%Unchanged
Marshall Wace, LLP25,900$477.3K0.00%+13,900+115.8%Added
Norges Bank25,000$460.8K0.00%00.0%Unchanged
FMR LLC24,573$452.9K0.00%+24,573New
Bank of New York Mellon Corp23,914$440.7K0.00%+23,914New
Morgan Stanley23,835$439.3K0.00%+23,835New
Saturn V Capital Management LLC18,000$331.7K0.13%+18,000New
Barclays PLC17,433$321.3K0.00%+1,033+6.3%Added
Bank of America Corp16,059$296.0K0.00%+16,059New
Nuveen Asset Management, LLC14,471$266.7K0.00%+14,471New
BIT Capital GmbH12,743$234.9K0.02%+12,743New
Rhumbline Advisers9,472$174.6K0.00%+9,472New
JPMorgan Chase & Co9,106$167.8K0.00%+9,106New
Citigroup Inc8,864$163.4K0.00%+8,864New
MetLife Investment Management7,230$133.2K0.00%+7,230New
Mirae Asset Global ETFs Holdings Ltd.6,335$116.8K0.00%+6,335New
Wells Fargo & Company5,844$107.7K0.00%+5,844New
Corebridge Financial, Inc.5,593$103.1K0.00%+5,593New
Sandia Investment Management LP5,000$92.2K0.17%00.0%Unchanged
Deutsche Bank AG4,338$79.9K0.00%+4,338New
Virtus ETF Advisers LLC3,468$63.9K0.03%+3,468New
Police & Firemen's Retirement System of New Jersey2,143$39.5K0.00%+2,143New
STRS Ohio2,100$38.7K0.00%+2,100New
BNP Paribas Arbitrage, SA1,486$27.4K0.00%+1,486New
Ameritas Investment Partners, Inc.1,177$21.7K0.00%+1,177New
Legal & General Group Plc1,107$20.4K0.00%−3,893−77.9%Reduced
Royal Bank of Canada833$16.0K0.00%+833New
California State Teachers Retirement System832$15.3K0.00%+832New
Tower Research Capital LLC (TRC)803$14.8K0.00%+649+421.4%Added
R Squared Ltd400$7.37K0.01%+400New
Amalgamated Bank384$7.00K0.00%+384New
Sterling Capital Management LLC161$2.97K0.00%+161New
Monashee Investment Management LLC0$00.00%−50,000−100.0%Sold out
Maven Securities LTD0$00.00%−50,000−100.0%Sold out
StemPoint Capital LP0$00.00%−50,000−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−30,000−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−30,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−26,570−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−24,011−100.0%Sold out
HRT Financial LP0$00.00%−21,637−100.0%Sold out
Squarepoint Ops LLC0$00.00%−16,470−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−15,600−100.0%Sold out
Shay Capital LLC0$00.00%−15,000−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−13,500−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−10,706−100.0%Sold out
Capula Management Ltd0$00.00%−8,362−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−1,810−100.0%Sold out