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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, Q1 2025

Institutional positions in MBX Biosciences, Inc. as of Mar 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
79
+17 vs. Q4 2024
Shares held
35.7M
+2.74M (+8.3%) vs. Q4 2024
Total value
$263.2M
−$343.0M (−56.6%) vs. Q4 2024
New holders
27
24 more added
Sold out
10
15 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 79 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 heldQ1 2025: $263.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $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, Q1 2025

Shares, value and share of portfolio for each institution holding MBX Biosciences, Inc.; share changes are against Q4 2024.

Institutions holding MBX in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Frazier Life Sciences Management, L.P.5,985,347$44.2M2.02%00.0%Unchanged
OrbiMed Advisors LLC4,002,887$29.5M0.71%+190,672+5.0%Added
NEA Management Company, LLC3,614,486$26.7M2.05%00.0%Unchanged
Deep Track Capital, LP3,018,935$22.3M0.72%00.0%Unchanged
Wellington Management Group LLP2,638,521$19.5M0.00%−271,118−9.3%Reduced
NVP Associates, LLC2,136,335$15.8M14.05%00.0%Unchanged
Driehaus Capital Management LLC1,579,207$11.7M0.11%−2,553−0.2%Reduced
Ra Capital Management, L.P.1,511,334$11.2M0.19%00.0%Unchanged
EcoR1 Capital, LLC1,259,273$9.29M0.55%00.0%Unchanged
MPM Oncology Impact Management LP1,132,950$8.36M1.44%+1,132,950New
Price T Rowe Associates Inc1,100,916$8.13M0.00%−60,611−5.2%Reduced
Woodline Partners LP877,461$6.48M0.04%+268,740+44.1%Added
BlackRock, Inc.783,042$5.78M0.00%+55,090+7.6%Added
Cormorant Asset Management, LP700,000$5.17M0.39%00.0%Unchanged
Vanguard Group Inc665,563$4.91M0.00%−5,385−0.8%Reduced
TCG Crossover Management, LLC650,000$4.80M0.65%00.0%Unchanged
Franklin Resources Inc369,315$2.73M0.00%+150.0%Added
Parkman Healthcare Partners LLC328,323$2.42M0.29%+158,323+93.1%Added
Geode Capital Management, LLC274,458$2.03M0.00%+8,755+3.3%Added
Opaleye Management Inc.250,000$1.84M0.41%+250,000New
JPMorgan Chase & Co201,235$1.49M0.00%+192,129+2,109.9%Added
Schonfeld Strategic Advisors LLC200,642$1.48M0.01%+129,142+180.6%Added
Platinum Investment Management Ltd185,932$1.37M0.08%+23,842+14.7%Added
State Street Corp177,220$1.31M0.00%+34,571+24.2%Added
Affinity Asset Advisors, LLC175,000$1.29M0.20%+175,000New
Millennium Management LLC170,440$1.26M0.00%−163,202−48.9%Reduced
TD Asset Management Inc151,504$1.12M0.00%+114,904+313.9%Added
Exome Asset Management LLC133,113$982.4K0.88%+133,113New
Morgan Stanley114,610$845.8K0.00%+90,775+380.8%Added
Marshall Wace, LLP111,211$820.7K0.00%+85,311+329.4%Added
Point72 Asset Management, L.P.110,482$815.4K0.00%+110,482New
Citigroup Inc97,328$718.3K0.00%+88,464+998.0%Added
StemPoint Capital LP96,615$713.0K0.23%+96,615New
Northern Trust Corp96,507$712.2K0.00%+5,825+6.4%Added
Charles Schwab Investment Management Inc94,546$697.7K0.00%+1,235+1.3%Added
Manufacturers Life Insurance Company, The50,110$369.8K0.00%+435+0.9%Added
Aaron Wealth Advisors50,000$369.0K0.04%+50,000New
Shay Capital LLC49,133$362.6K0.11%+49,133New
FMR LLC44,240$326.5K0.00%+19,667+80.0%Added
Prelude Capital Management, LLC40,225$296.9K0.03%+40,225New
Two Sigma Investments, LP33,833$249.7K0.00%+33,833New
Walleye Capital LLC32,490$239.8K0.00%+32,490New
BNP Paribas Arbitrage, SA30,916$228.2K0.00%+29,430+1,980.5%Added
Jump Financial, LLC28,996$214.0K0.00%+28,996New
Bank of America Corp28,090$207.3K0.00%+12,031+74.9%Added
UBS Group AG27,499$202.9K0.00%−18,402−40.1%Reduced
Alps Advisors Inc26,034$192.1K0.00%−986−3.6%Reduced
Bank of New York Mellon Corp23,910$176.5K0.00%−40.0%Reduced
Squarepoint Ops LLC20,098$148.3K0.00%+20,098New
Verition Fund Management LLC19,815$146.2K0.00%+19,815New
Koa Wealth Management, LLC19,396$143.1K0.12%+19,396New
Goldman Sachs Group Inc15,168$111.9K0.00%−19,659−56.4%Reduced
Nuveen, LLC14,471$106.8K0.00%+14,471New
Susquehanna International Group, LLP13,660$100.8K0.00%+13,660New
Gsa Capital Partners LLP12,369$91.0K0.01%+12,369New
Wealthedge Investment Advisors, LLC11,864$87.6K0.04%+11,864New
Barclays PLC11,818$87.2K0.00%−5,615−32.2%Reduced
Intech Investment Management LLC10,728$79.2K0.00%+10,728New
Deutsche Bank AG8,762$64.7K0.00%+4,424+102.0%Added
Rhumbline Advisers8,712$64.3K0.00%−760−8.0%Reduced
Virtus Investment Advisers, Inc.8,006$59.1K0.02%+8,006New
Mirae Asset Global ETFs Holdings Ltd.6,647$49.1K0.00%+312+4.9%Added
Wells Fargo & Company5,977$44.1K0.00%+133+2.3%Added
Corebridge Financial, Inc.5,511$40.7K0.00%−82−1.5%Reduced
New York State Common Retirement Fund4,300$31.7K0.00%+4,300New
Police & Firemen's Retirement System of New Jersey2,143$15.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,365$10.1K0.00%+562+70.0%Added
Ameritas Investment Partners, Inc.1,177$8.69K0.00%00.0%Unchanged
Legal & General Group Plc1,107$8.17K0.00%00.0%Unchanged
California State Teachers Retirement System832$6.14K0.00%00.0%Unchanged
STRS Ohio700$5.17K0.00%−1,400−66.7%Reduced
Royal Bank of Canada635$4.00K0.00%−198−23.8%Reduced
Amalgamated Bank384$3.00K0.00%00.0%Unchanged
US Bancorp330$2.44K0.00%+330New
CWM, LLC137$1.00K0.00%+137New
Sterling Capital Management LLC91$6720.00%−70−43.5%Reduced
GAMMA Investing LLC20$1480.00%+20New
EverSource Wealth Advisors, LLC9$660.00%+9New
True Wealth Design, LLC3$230.00%+3New
Citadel Advisors LLC0$00.00%−220,330−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−174,700−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−26,708−100.0%Sold out
Norges Bank0$00.00%−25,000−100.0%Sold out
Saturn V Capital Management LLC0$00.00%−18,000−100.0%Sold out
BIT Capital GmbH0$00.00%−12,743−100.0%Sold out
MetLife Investment Management0$00.00%−7,230−100.0%Sold out
Sandia Investment Management LP0$00.00%−5,000−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−3,468−100.0%Sold out
R Squared Ltd0$00.00%−400−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed