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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, Q2 2025

Institutional positions in MBX Biosciences, Inc. as of Jun 30, 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
88
+9 vs. Q1 2025
Shares held
36.8M
+1.17M (+3.3%) vs. Q1 2025
Total value
$420.3M
+$157.1M (+59.7%) vs. Q1 2025
New holders
21
40 more added
Sold out
12
14 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 88 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 heldQ2 2025: $420.3M
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, Q2 2025

Shares, value and share of portfolio for each institution holding MBX Biosciences, Inc.; share changes are against Q1 2025.

Institutions holding MBX in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Frazier Life Sciences Management, L.P.5,985,347$68.3M2.73%00.0%Unchanged
OrbiMed Advisors LLC4,002,887$45.7M1.15%00.0%Unchanged
NEA Management Company, LLC3,614,486$41.2M3.10%00.0%Unchanged
Wellington Management Group LLP2,266,628$25.9M0.00%−371,893−14.1%Reduced
Deep Track Capital, LP2,188,592$25.0M0.80%−830,343−27.5%Reduced
NVP Associates, LLC2,136,335$24.4M13.24%00.0%Unchanged
Driehaus Capital Management LLC1,571,906$17.9M0.14%−7,301−0.5%Reduced
Price T Rowe Associates Inc1,346,910$15.4M0.00%+245,994+22.3%Added
MPM Oncology Impact Management LP1,294,416$14.8M2.56%+161,466+14.3%Added
EcoR1 Capital, LLC1,149,794$13.1M0.78%−109,479−8.7%Reduced
Vanguard Group Inc1,043,684$11.9M0.00%+378,121+56.8%Added
BlackRock, Inc.1,011,546$11.5M0.00%+228,504+29.2%Added
Point72 Asset Management, L.P.973,787$11.1M0.03%+863,305+781.4%Added
Woodline Partners LP901,103$10.3M0.05%+23,642+2.7%Added
Parkman Healthcare Partners LLC871,933$9.95M1.15%+543,610+165.6%Added
Millennium Management LLC766,840$8.75M0.01%+596,400+349.9%Added
Cormorant Asset Management, LP700,000$7.99M0.59%00.0%Unchanged
TCG Crossover Management, LLC650,000$7.42M0.85%00.0%Unchanged
Schonfeld Strategic Advisors LLC631,413$7.20M0.05%+430,771+214.7%Added
Franklin Resources Inc494,852$5.65M0.00%+125,537+34.0%Added
Ra Capital Management, L.P.377,841$4.31M0.07%−1,133,493−75.0%Reduced
Geode Capital Management, LLC348,447$3.98M0.00%+73,989+27.0%Added
State Street Corp265,119$3.03M0.00%+87,899+49.6%Added
Sio Capital Management, LLC241,000$2.75M1.10%+241,000New
Opaleye Management Inc.239,319$2.73M0.55%−10,681−4.3%Reduced
Sectoral Asset Management Inc191,825$2.19M1.45%+191,825New
TD Asset Management Inc171,304$1.95M0.00%+19,800+13.1%Added
StemPoint Capital LP141,021$1.61M0.52%+44,406+46.0%Added
Northern Trust Corp115,594$1.32M0.00%+19,087+19.8%Added
Platinum Investment Management Ltd112,743$1.29M0.09%−73,189−39.4%Reduced
Charles Schwab Investment Management Inc107,483$1.23M0.00%+12,937+13.7%Added
Manufacturers Life Insurance Company, The87,097$993.8K0.00%+36,987+73.8%Added
Walleye Capital LLC70,333$802.5K0.01%+37,843+116.5%Added
Exome Asset Management LLC63,076$719.7K0.59%−70,037−52.6%Reduced
FMR LLC61,333$699.8K0.00%+17,093+38.6%Added
Barclays PLC58,541$668.0K0.00%+46,723+395.4%Added
Aaron Wealth Advisors50,000$570.5K0.06%00.0%Unchanged
Resolute Capital Asset Partners LLC49,670$566.7K0.30%+49,670New
Bank of America Corp42,387$483.6K0.00%+14,297+50.9%Added
Bank of New York Mellon Corp38,032$433.9K0.00%+14,122+59.1%Added
Rockefeller Capital Management L.P.34,135$389.5K0.00%+34,135New
Koa Wealth Management, LLC31,752$362.3K0.29%+12,356+63.7%Added
UBS Group AG30,967$353.3K0.00%+3,468+12.6%Added
Bridgeway Capital Management, LLC29,200$333.2K0.01%+29,200New
Susquehanna International Group, LLP27,632$315.3K0.00%+13,972+102.3%Added
Morgan Stanley24,008$273.9K0.00%−90,602−79.1%Reduced
Rhumbline Advisers23,662$270.0K0.00%+14,950+171.6%Added
Nuveen, LLC22,143$252.7K0.00%+7,672+53.0%Added
Alps Advisors Inc18,048$205.9K0.00%−7,986−30.7%Reduced
AQR Capital Management LLC18,001$205.4K0.00%+18,001New
Prelude Capital Management, LLC15,617$178.2K0.02%−24,608−61.2%Reduced
Intech Investment Management LLC14,271$162.8K0.00%+3,543+33.0%Added
XTX Topco Ltd11,861$135.3K0.01%+11,861New
MetLife Investment Management11,018$125.7K0.00%+11,018New
Wells Fargo & Company10,943$124.9K0.00%+4,966+83.1%Added
Alliancebernstein L.P.10,500$119.8K0.00%+10,500New
Mirae Asset Global ETFs Holdings Ltd.9,329$106.4K0.00%+2,682+40.3%Added
Virtus Investment Advisers, Inc.8,772$100.1K0.03%+766+9.6%Added
Deutsche Bank AG8,762$100.0K0.00%00.0%Unchanged
JPMorgan Chase & Co8,184$93.4K0.00%−193,051−95.9%Reduced
Quarry LP8,000$91.3K0.02%+8,000New
Citigroup Inc5,723$65.3K0.00%−91,605−94.1%Reduced
New York State Common Retirement Fund4,300$49.1K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey2,143$24.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,110$24.1K0.00%+745+54.6%Added
CWM, LLC1,802$21.0K0.00%+1,665+1,215.3%Added
Nisa Investment Advisors, LLC1,592$18.2K0.00%+1,592New
Legal & General Group Plc1,551$17.7K0.00%+444+40.1%Added
BNP Paribas Arbitrage, SA1,329$15.2K0.00%−29,587−95.7%Reduced
Royal Bank of Canada1,298$15.0K0.00%+663+104.4%Added
Ameritas Investment Partners, Inc.1,177$13.4K0.00%00.0%Unchanged
California State Teachers Retirement System1,064$12.1K0.00%+232+27.9%Added
Raymond James Financial Inc761$8.68K0.00%+761New
STRS Ohio700$7.99K0.00%00.0%Unchanged
Sterling Capital Management LLC460$5.25K0.00%+369+405.5%Added
Amalgamated Bank384$4.00K0.00%00.0%Unchanged
Simplex Trading, LLC411$4.00K0.00%+411New
US Bancorp337$3.85K0.00%+7+2.1%Added
GAMMA Investing LLC299$3.41K0.00%+279+1,395.0%Added
UMA Financial Services, Inc.109$1.24K0.00%+109New
Parallel Advisors, LLC108$1.23K0.00%+108New
Signaturefd, LLC101$1.15K0.00%+101New
Rise Advisors, LLC68$7760.00%+68New
Russell Investments Group, Ltd.35$3990.00%+35New
EverSource Wealth Advisors, LLC29$3310.00%+20+222.2%Added
Allworth Financial LP25$2860.00%+25New
Rothschild Investment LLC20$2280.00%+20New
Essential Partners LLC2$230.00%+2New
Affinity Asset Advisors, LLC0$00.00%−175,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−111,211−100.0%Sold out
Shay Capital LLC0$00.00%−49,133−100.0%Sold out
Two Sigma Investments, LP0$00.00%−33,833−100.0%Sold out
Jump Financial, LLC0$00.00%−28,996−100.0%Sold out
Squarepoint Ops LLC0$00.00%−20,098−100.0%Sold out
Verition Fund Management LLC0$00.00%−19,815−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−15,168−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−12,369−100.0%Sold out
Wealthedge Investment Advisors, LLC0$00.00%−11,864−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−5,511−100.0%Sold out
True Wealth Design, LLC0$00.00%−3−100.0%Sold out