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, Q3 2025
Institutional positions in MBX Biosciences, Inc. as of Sep 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
- 118
- +30 vs. Q2 2025
- Shares held
- 47.8M
- +11.0M (+29.7%) vs. Q2 2025
- Total value
- $836.4M
- +$416.0M (+99.0%) vs. Q2 2025
- New holders
- 39
- 29 more added
- Sold out
- 9
- 30 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 172 | $3.06B |
| Q1 2026 | 157 | $1.57B |
| Q4 2025 | 138 | $1.53B |
| Q3 2025 | 118 | $836.4M |
| Q2 2025 | 88 | $420.3M |
| Q1 2025 | 79 | $263.2M |
| Q4 2024 | 63 | $606.5M |
| Q3 2024 | 45 | $784.1M |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding MBX Biosciences, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Life Sciences Management, L.P. | 6,652,013 | $116.4M | 3.49% | +666,666+11.1% | Added |
| Wellington Management Group LLP | 4,823,336 | $84.4M | 0.01% | +2,556,708+112.8% | Added |
| OrbiMed Advisors LLC | 4,002,887 | $70.1M | 1.68% | 00.0% | Unchanged |
| NEA Management Company, LLC | 3,614,486 | $63.3M | 3.47% | 00.0% | Unchanged |
| Deep Track Capital, LP | 3,150,000 | $55.1M | 1.54% | +961,408+43.9% | Added |
| NVP Associates, LLC | 2,136,335 | $37.4M | 22.51% | 00.0% | Unchanged |
| EcoR1 Capital, LLC | 2,123,604 | $37.2M | 1.79% | +973,810+84.7% | Added |
| Kynam Capital Management, LP | 2,000,000 | $35.0M | 2.61% | +2,000,000 | New |
| BlackRock, Inc. | 1,957,461 | $34.3M | 0.00% | +945,915+93.5% | Added |
| Vanguard Group Inc | 1,677,362 | $29.4M | 0.00% | +633,678+60.7% | Added |
| Driehaus Capital Management LLC | 1,539,639 | $26.9M | 0.19% | −32,267−2.1% | Reduced |
| Franklin Resources Inc | 1,307,288 | $22.9M | 0.01% | +812,436+164.2% | Added |
| Cormorant Asset Management, LP | 1,225,000 | $21.4M | 1.48% | +525,000+75.0% | Added |
| Woodline Partners LP | 1,201,150 | $21.0M | 0.10% | +300,047+33.3% | Added |
| Citadel Advisors LLC | 996,083 | $17.4M | 0.01% | +996,083 | New |
| Price T Rowe Associates Inc | 954,726 | $16.7M | 0.00% | −392,184−29.1% | Reduced |
| Parkman Healthcare Partners LLC | 773,304 | $13.5M | 1.49% | −98,629−11.3% | Reduced |
| Millennium Management LLC | 655,416 | $11.5M | 0.01% | −111,424−14.5% | Reduced |
| TCG Crossover Management, LLC | 650,000 | $11.4M | 0.56% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 627,667 | $11.0M | 0.02% | −346,120−35.5% | Reduced |
| Geode Capital Management, LLC | 473,932 | $8.30M | 0.00% | +125,485+36.0% | Added |
| Goldman Sachs Group Inc | 358,121 | $6.27M | 0.00% | +358,121 | New |
| State Street Corp | 319,274 | $5.59M | 0.00% | +54,155+20.4% | Added |
| Schonfeld Strategic Advisors LLC | 282,677 | $4.95M | 0.03% | −348,736−55.2% | Reduced |
| Rock Springs Capital Management LP | 282,624 | $4.95M | 0.29% | +282,624 | New |
| Baker Bros. Advisors LP | 277,777 | $4.86M | 0.04% | +277,777 | New |
| Soleus Capital Management, L.P. | 275,000 | $4.81M | 0.26% | +275,000 | New |
| Opaleye Management Inc. | 253,000 | $4.43M | 0.63% | +13,681+5.7% | Added |
| Longaeva Partners L.P. | 224,433 | $3.93M | 0.84% | +224,433 | New |
| PFM Health Sciences, LP | 221,505 | $3.88M | 0.33% | +221,505 | New |
| Sectoral Asset Management Inc | 194,898 | $3.41M | 2.11% | +3,073+1.6% | Added |
| Polygon Management Ltd. | 177,840 | $3.11M | 0.45% | +177,840 | New |
| Charles Schwab Investment Management Inc | 170,006 | $2.98M | 0.00% | +62,523+58.2% | Added |
| Affinity Asset Advisors, LLC | 165,000 | $2.89M | 0.27% | +165,000 | New |
| Northern Trust Corp | 133,265 | $2.33M | 0.00% | +17,671+15.3% | Added |
| TD Asset Management Inc | 118,792 | $2.08M | 0.00% | −52,512−30.7% | Reduced |
| ExodusPoint Capital Management, LP | 100,000 | $1.75M | 0.02% | +100,000 | New |
| Burkehill Global Management, LP | 100,000 | $1.75M | 0.10% | +100,000 | New |
| Schroder Investment Management Group | 83,766 | $1.50M | 0.00% | +83,766 | New |
| DAFNA Capital Management LLC | 85,000 | $1.49M | 0.37% | +85,000 | New |
| Hudson Bay Capital Management LP | 85,000 | $1.49M | 0.01% | +85,000 | New |
| Murchinson Ltd. | 80,000 | $1.40M | 0.27% | +80,000 | New |
| StemPoint Capital LP | 75,000 | $1.31M | 0.26% | −66,021−46.8% | Reduced |
| Platinum Investment Management Ltd | 69,428 | $1.21M | 0.08% | −43,315−38.4% | Reduced |
| FMR LLC | 68,976 | $1.21M | 0.00% | +7,643+12.5% | Added |
| Manufacturers Life Insurance Company, The | 68,376 | $1.20M | 0.00% | −18,721−21.5% | Reduced |
| UBS Group AG | 60,725 | $1.06M | 0.00% | +29,758+96.1% | Added |
| Exome Asset Management LLC | 52,402 | $917.0K | 0.61% | −10,674−16.9% | Reduced |
| Aaron Wealth Advisors | 50,000 | $875.0K | 0.05% | 00.0% | Unchanged |
| Ikarian Capital, LLC | 48,071 | $841.2K | 0.19% | +48,071 | New |
| Bank of New York Mellon Corp | 47,735 | $835.4K | 0.00% | +9,703+25.5% | Added |
| Morgan Stanley | 44,868 | $785.2K | 0.00% | +20,860+86.9% | Added |
| Boothbay Fund Management, LLC | 39,498 | $691.2K | 0.02% | +39,498 | New |
| Readystate Asset Management LP | 38,500 | $673.8K | 0.03% | +38,500 | New |
| XTX Topco Ltd | 38,378 | $671.6K | 0.03% | +26,517+223.6% | Added |
| Ghisallo Capital Management LLC | 38,250 | $669.4K | 0.02% | +38,250 | New |
| Weiss Asset Management LP | 30,823 | $539.4K | 0.01% | +30,823 | New |
| SummitTX Capital, L.P. | 29,310 | $512.9K | 0.02% | +29,310 | New |
| Creative Planning | 28,732 | $502.8K | 0.00% | +28,732 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,461 | $498.1K | 0.00% | +28,461 | New |
| Koa Wealth Management, LLC | 26,713 | $467.5K | 0.35% | −5,039−15.9% | Reduced |
| Bank of America Corp | 26,616 | $465.8K | 0.00% | −15,771−37.2% | Reduced |
| Balyasny Asset Management LLC | 25,641 | $448.7K | 0.00% | +25,641 | New |
| Nuveen, LLC | 22,143 | $387.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,821 | $381.9K | 0.00% | −1,841−7.8% | Reduced |
| Barclays PLC | 21,626 | $378.5K | 0.00% | −36,915−63.1% | Reduced |
| Caption Management, LLC | 20,000 | $350.0K | 0.02% | +20,000 | New |
| Alps Advisors Inc | 16,840 | $294.7K | 0.00% | −1,208−6.7% | Reduced |
| AQR Capital Management LLC | 15,764 | $275.9K | 0.00% | −2,237−12.4% | Reduced |
| Walleye Capital LLC | 15,176 | $265.6K | 0.00% | −55,157−78.4% | Reduced |
| Silverarc Capital Management, LLC | 15,000 | $262.5K | 0.04% | +15,000 | New |
| Bridgeway Capital Management, LLC | 14,200 | $248.5K | 0.01% | −15,000−51.4% | Reduced |
| Two Sigma Investments, LP | 13,587 | $237.8K | 0.00% | +13,587 | New |
| Invesco Ltd. | 11,788 | $206.3K | 0.00% | +11,788 | New |
| Wells Fargo & Company | 11,755 | $205.7K | 0.00% | +812+7.4% | Added |
| MetLife Investment Management | 11,018 | $192.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,923 | $191.2K | 0.00% | +2,161+24.7% | Added |
| Virtus Investment Advisers, Inc. | 10,614 | $185.7K | 0.05% | +1,842+21.0% | Added |
| Alliancebernstein L.P. | 10,500 | $183.8K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 10,225 | $178.9K | 0.00% | +10,225 | New |
| Symmetry Investments LP | 10,000 | $175.0K | 0.01% | +10,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,120 | $124.6K | 0.00% | −2,209−23.7% | Reduced |
| Quarry LP | 6,499 | $113.7K | 0.03% | −1,501−18.8% | Reduced |
| JPMorgan Chase & Co | 6,175 | $108.1K | 0.00% | −2,009−24.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,000 | $87.5K | 0.01% | +5,000 | New |
| Acadian Asset Management LLC | 5,009 | $86.0K | 0.00% | +5,009 | New |
| Police & Firemen's Retirement System of New Jersey | 4,509 | $78.9K | 0.00% | +2,366+110.4% | Added |
| New York State Common Retirement Fund | 4,300 | $75.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,000 | $52.5K | 0.00% | −31,135−91.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,896 | $50.7K | 0.00% | +1,567+117.9% | Added |
| Nisa Investment Advisors, LLC | 1,592 | $27.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,575 | $27.0K | 0.01% | +1,575 | New |
| Russell Investments Group, Ltd. | 1,481 | $25.9K | 0.00% | +1,446+4,131.4% | Added |
| CWM, LLC | 1,384 | $24.0K | 0.00% | −418−23.2% | Reduced |
| Legal & General Group Plc | 1,328 | $23.2K | 0.00% | −223−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,267 | $22.2K | 0.00% | −843−40.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,177 | $20.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,065 | $18.6K | 0.00% | +1+0.1% | Added |
| Sterling Capital Management LLC | 1,058 | $18.5K | 0.00% | +598+130.0% | Added |
| Royal Bank of Canada | 960 | $17.0K | 0.00% | −338−26.0% | Reduced |