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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, 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.

Institutional holdersQ3 2025: 118 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 heldQ3 2025: $836.4M
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, Q3 2025

Shares, value and share of portfolio for each institution holding MBX Biosciences, Inc.; share changes are against Q2 2025.

Institutions holding MBX in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Millennium Management LLC655,416$11.5M0.01%−111,424−14.5%Reduced
Parkman Healthcare Partners LLC773,304$13.5M1.49%−98,629−11.3%Reduced
Price T Rowe Associates Inc954,726$16.7M0.00%−392,184−29.1%Reduced
Citadel Advisors LLC996,083$17.4M0.01%+996,083New
Woodline Partners LP1,201,150$21.0M0.10%+300,047+33.3%Added
Cormorant Asset Management, LP1,225,000$21.4M1.48%+525,000+75.0%Added
Franklin Resources Inc1,307,288$22.9M0.01%+812,436+164.2%Added
Driehaus Capital Management LLC1,539,639$26.9M0.19%−32,267−2.1%Reduced
Vanguard Group Inc1,677,362$29.4M0.00%+633,678+60.7%Added
BlackRock, Inc.1,957,461$34.3M0.00%+945,915+93.5%Added
Kynam Capital Management, LP2,000,000$35.0M2.61%+2,000,000New
EcoR1 Capital, LLC2,123,604$37.2M1.79%+973,810+84.7%Added
NVP Associates, LLC2,136,335$37.4M22.51%00.0%Unchanged
Deep Track Capital, LP3,150,000$55.1M1.54%+961,408+43.9%Added
NEA Management Company, LLC3,614,486$63.3M3.47%00.0%Unchanged
OrbiMed Advisors LLC4,002,887$70.1M1.68%00.0%Unchanged
Wellington Management Group LLP4,823,336$84.4M0.01%+2,556,708+112.8%Added
Frazier Life Sciences Management, L.P.6,652,013$116.4M3.49%+666,666+11.1%Added
MPM Oncology Impact Management LP0$00.00%−1,294,416−100.0%Sold out
Ra Capital Management, L.P.0$00.00%−377,841−100.0%Sold out
Sio Capital Management, LLC0$00.00%−241,000−100.0%Sold out
Resolute Capital Asset Partners LLC0$00.00%−49,670−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−27,632−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−15,617−100.0%Sold out
Intech Investment Management LLC0$00.00%−14,271−100.0%Sold out
Raymond James Financial Inc0$00.00%−761−100.0%Sold out
Simplex Trading, LLC0$00.00%−411−100.0%Sold out