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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, Q4 2025

Institutional positions in MBX Biosciences, Inc. as of Dec 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
138
+20 vs. Q3 2025
Shares held
48.4M
+638.7K (+1.3%) vs. Q3 2025
Total value
$1.53B
+$690.9M (+82.6%) vs. Q3 2025
New holders
45
53 more added
Sold out
25
25 more reduced

Compare with Q3 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 holdersQ4 2025: 138 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 2025: $1.53B
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 2025

Shares, value and share of portfolio for each institution holding MBX Biosciences, Inc.; share changes are against Q3 2025.

Institutions holding MBX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Frazier Life Sciences Management, L.P.6,652,013$209.8M5.64%00.0%Unchanged
OrbiMed Advisors LLC3,935,203$124.1M2.54%−67,684−1.7%Reduced
NEA Management Company, LLC3,614,486$114.0M5.81%00.0%Unchanged
Wellington Management Group LLP3,349,961$105.7M0.02%−1,473,375−30.5%Reduced
Deep Track Capital, LP3,249,790$102.5M2.34%+99,790+3.2%Added
BlackRock, Inc.2,919,756$92.1M0.00%+962,295+49.2%Added
NVP Associates, LLC2,136,335$67.4M26.40%00.0%Unchanged
EcoR1 Capital, LLC2,123,604$67.0M3.07%00.0%Unchanged
Vanguard Group Inc1,817,811$57.3M0.00%+140,449+8.4%Added
Driehaus Capital Management LLC1,408,159$44.4M0.30%−131,480−8.5%Reduced
Cormorant Asset Management, LP1,120,000$35.3M2.00%−105,000−8.6%Reduced
Braidwell LP1,018,600$32.1M1.03%+1,018,600New
Woodline Partners LP1,000,063$31.5M0.12%−201,087−16.7%Reduced
Kynam Capital Management, LP934,799$29.5M1.92%−1,065,201−53.3%Reduced
Eventide Asset Management, LLC890,000$28.1M0.44%+890,000New
Parkman Healthcare Partners LLC885,639$27.9M2.66%+112,335+14.5%Added
Price T Rowe Associates Inc840,506$26.5M0.00%−114,220−12.0%Reduced
Citadel Advisors LLC809,857$25.5M0.02%−186,226−18.7%Reduced
Point72 Asset Management, L.P.680,609$21.5M0.03%+52,942+8.4%Added
State Street Corp672,740$21.2M0.00%+353,466+110.7%Added
D. E. Shaw & Co., Inc.671,838$21.2M0.02%+671,838New
TCG Crossover Management, LLC650,000$20.5M0.68%00.0%Unchanged
Geode Capital Management, LLC649,391$20.5M0.00%+175,459+37.0%Added
Millennium Management LLC462,049$14.6M0.01%−193,367−29.5%Reduced
Soleus Capital Management, L.P.408,900$12.9M0.55%+133,900+48.7%Added
Goldman Sachs Group Inc331,938$10.5M0.00%−26,183−7.3%Reduced
Trails Edge Capital Partners, LP315,158$9.94M2.46%+315,158New
Rock Springs Capital Management LP282,624$8.91M0.46%00.0%Unchanged
UBS Group AG281,212$8.87M0.00%+220,487+363.1%Added
Opaleye Management Inc.260,000$8.20M1.08%+7,000+2.8%Added
Affinity Asset Advisors, LLC250,000$7.88M0.57%+85,000+51.5%Added
Charles Schwab Investment Management Inc222,180$7.01M0.00%+52,174+30.7%Added
Goelzer Investment Management, Inc.221,672$6.99M0.32%+221,672New
Elmind Capital, LP211,000$6.65M1.96%+211,000New
Northern Trust Corp190,881$6.02M0.00%+57,616+43.2%Added
Schonfeld Strategic Advisors LLC167,125$5.27M0.03%−115,552−40.9%Reduced
DAFNA Capital Management LLC165,265$5.21M1.21%+80,265+94.4%Added
Polygon Management Ltd.143,327$4.52M0.95%−34,513−19.4%Reduced
Two Sigma Investments, LP138,571$4.37M0.01%+124,984+919.9%Added
KVP Capital Advisors, LP121,524$3.83M3.96%+121,524New
Balyasny Asset Management LLC119,726$3.78M0.01%+94,085+366.9%Added
TD Asset Management Inc101,450$3.20M0.00%−17,342−14.6%Reduced
Burkehill Global Management, LP100,000$3.15M0.21%00.0%Unchanged
Jane Street Group, LLC86,581$2.73M0.00%+86,581New
PFM Health Sciences, LP79,310$2.50M0.25%−142,195−64.2%Reduced
StemPoint Capital LP78,553$2.48M0.43%+3,553+4.7%Added
Advisor Group Holdings, Inc.77,601$2.45M0.00%+77,601New
Susquehanna International Group, LLP76,528$2.41M0.00%+76,528New
Nuveen, LLC75,565$2.38M0.00%+53,422+241.3%Added
Bank of New York Mellon Corp75,262$2.37M0.00%+27,527+57.7%Added
Schroder Investment Management Group73,736$2.28M0.00%−10,030−12.0%Reduced
Aaron Wealth Advisors70,000$2.21M0.12%+20,000+40.0%Added
Manufacturers Life Insurance Company, The69,551$2.15M0.00%+1,175+1.7%Added
Morgan Stanley59,026$1.86M0.00%+14,158+31.6%Added
Verition Fund Management LLC57,575$1.82M0.01%+57,575New
ExodusPoint Capital Management, LP57,005$1.80M0.02%−42,995−43.0%Reduced
Barclays PLC52,691$1.66M0.00%+31,065+143.6%Added
Acadian Asset Management LLC48,614$1.53M0.00%+43,605+870.5%Added
Squarepoint Ops LLC46,702$1.47M0.00%+46,702New
Platinum Investment Management Ltd43,597$1.38M0.32%−25,831−37.2%Reduced
Bank of America Corp37,894$1.20M0.00%+11,278+42.4%Added
Alps Advisors Inc36,872$1.16M0.01%+20,032+119.0%Added
Creative Planning33,651$1.06M0.00%+4,919+17.1%Added
Rhumbline Advisers33,420$1.05M0.00%+11,599+53.2%Added
Renaissance Technologies LLC32,644$1.03M0.00%+32,644New
Wells Fargo & Company31,931$1.01M0.00%+20,176+171.6%Added
AQR Capital Management LLC31,409$990.6K0.00%+15,645+99.2%Added
Alliancebernstein L.P.27,900$880.0K0.00%+17,400+165.7%Added
Brevan Howard Capital Management LP25,663$809.4K0.02%+25,663New
Trexquant Investment LP24,268$765.4K0.01%+24,268New
Fox Run Management, L.L.C.23,820$751.3K0.12%+23,820New
Qube Research & Technologies Ltd23,213$732.1K0.00%+23,213New
Cerity Partners LLC21,323$672.5K0.00%+21,323New
Invesco Ltd.21,203$668.7K0.00%+9,415+79.9%Added
XTX Topco Ltd20,139$635.2K0.02%−18,239−47.5%Reduced
Deutsche Bank AG20,027$631.7K0.00%+9,104+83.3%Added
Gsa Capital Partners LLP19,295$609.0K0.05%+19,295New
Koa Wealth Management, LLC18,413$580.7K0.40%−8,300−31.1%Reduced
Seven Fleet Capital Management LP18,200$574.0K0.39%+18,200New
Citigroup Inc16,391$517.0K0.00%+16,213+9,108.4%Added
MetLife Investment Management16,018$505.2K0.00%+5,000+45.4%Added
FMR LLC15,746$496.6K0.00%−53,230−77.2%Reduced
China Universal Asset Management Co., Ltd.15,317$483.1K0.04%+10,317+206.3%Added
JPMorgan Chase & Co14,645$461.9K0.00%+8,470+137.2%Added
Mirae Asset Global ETFs Holdings Ltd.13,258$418.2K0.00%+6,138+86.2%Added
American Century Companies Inc12,236$385.9K0.00%+12,236New
Canada Pension Plan Investment Board11,600$365.9K0.00%+11,600New
Graham Capital Management, L.P.11,254$355.0K0.01%+11,254New
Bridgeway Capital Management, LLC10,000$315.4K0.01%−4,200−29.6%Reduced
Group One Trading, L.P.9,428$297.4K0.01%+9,428New
Profund Advisors LLC9,214$290.6K0.01%+9,214New
Simplex Trading, LLC8,925$281.5K0.01%+8,925New
Virtus Investment Advisers, Inc.8,910$281.0K0.08%−1,704−16.1%Reduced
Rafferty Asset Management, LLC8,113$255.9K0.00%+8,113New
SEI Investments Co7,657$241.5K0.00%+7,657New
Police & Firemen's Retirement System of New Jersey7,520$237.2K0.00%+3,011+66.8%Added
ProShare Advisors LLC7,187$226.7K0.00%+7,187New
Los Angeles Capital Management LLC10,360$225.7K0.00%+10,360New
Intech Investment Management LLC6,858$216.3K0.00%+6,858New
BNP Paribas Arbitrage, SA6,784$214.0K0.00%+3,888+134.3%Added