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Tvardi Therapeutics, Inc.

TVRD
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001346830

No open-market purchases or sales by Tvardi Therapeutics, Inc. insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $4.24M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Tvardi Therapeutics, Inc. as of Dec 31, 2022. 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
163
−3 vs. Q3 2022
Shares held
34.0M
−577.3K (−1.7%) vs. Q3 2022
Total value
$364.7M
+$41.4M (+12.8%) vs. Q3 2022
New holders
17
59 more added
Sold out
20
43 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TVRD 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 2022: 163 institutions
Q1 2021: 172 institutionsQ2 2021: 175 institutionsQ3 2021: 173 institutionsQ4 2021: 186 institutionsQ1 2022: 186 institutionsQ2 2022: 183 institutionsQ3 2022: 167 institutionsQ4 2022: 163 institutionsQ1 2023: 164 institutionsQ2 2023: 138 institutionsQ3 2023: 124 institutionsQ4 2023: 112 institutionsQ1 2024: 101 institutionsQ2 2024: 81 institutionsQ3 2024: 71 institutionsQ4 2024: 45 institutionsQ1 2025: 35 institutionsQ2 2025: 56 institutionsQ3 2025: 73 institutionsQ4 2025: 67 institutionsQ1 2026: 67 institutionsQ2 2026: 57 institutions
Value heldQ4 2022: $364.7M
Q1 2021: $703.5MQ2 2021: $444.0MQ3 2021: $457.1MQ4 2021: $368.9MQ1 2022: $385.5MQ2 2022: $317.9MQ3 2022: $323.6MQ4 2022: $364.7MQ1 2023: $166.4MQ2 2023: $83.3MQ3 2023: $45.6MQ4 2023: $18.1MQ1 2024: $21.5MQ2 2024: $4.56MQ3 2024: $4.17MQ4 2024: $6.59MQ1 2025: $3.21MQ2 2025: $44.9MQ3 2025: $102.2MQ4 2025: $12.1MQ1 2026: $8.60MQ2 2026: $4.24M
Institutions holding TVRD and their total value by quarter
QuarterHoldersValue
Q2 202657$4.24M
Q1 202667$8.60M
Q4 202567$12.1M
Q3 202573$102.2M
Q2 202556$44.9M
Q1 202535$3.21M
Q4 202445$6.59M
Q3 202471$4.17M
Q2 202481$4.56M
Q1 2024101$21.5M
Q4 2023112$18.1M
Q3 2023124$45.6M
Q2 2023138$83.3M
Q1 2023164$166.4M
Q4 2022163$364.7M
Q3 2022167$323.6M
Q2 2022183$317.9M
Q1 2022186$385.5M
Q4 2021186$368.9M
Q3 2021173$457.1M
Q2 2021175$444.0M
Q1 2021172$703.5M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Tvardi Therapeutics, Inc.; share changes are against Q3 2022.

Institutions holding TVRD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
GWM Advisors LLC233$30.00%+233New
Parallel Advisors, LLC4$430.00%00.0%Unchanged
Fiduciary Alliance LLC16$1720.00%+16New
CoreCap Advisors, LLC17$1830.00%+17New
Parkside Financial Bank & Trust31$3330.00%00.0%Unchanged
Farmers & Merchants Investments Inc35$3760.00%+10+40.0%Added
Global Retirement Partners, LLC52$5580.00%00.0%Unchanged
Versant Capital Management, Inc55$5910.00%00.0%Unchanged
Baker Avenue Asset Management, LP62$6660.00%+62New
TCI Wealth Advisors, Inc.75$8060.00%00.0%Unchanged
Raffa Wealth Management, LLC77$8270.00%00.0%Unchanged
Massmutual Trust Co FSB108$1.00K0.00%−78−41.9%Reduced
Proequities, Inc.100$1.07K0.00%00.0%Unchanged
Sound Income Strategies, LLC100$1.07K0.00%00.0%Unchanged
Lindbrook Capital, LLC137$1.47K0.00%+137New
Money Concepts Capital Corp154$1.66K0.00%+150+3,750.0%Added
Private Trust Co NA201$2.00K0.00%−50−19.9%Reduced
Horrell Capital Management, Inc.200$2.00K0.00%00.0%Unchanged
Daiwa Securities Group Inc.172$2.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC200$2.15K0.00%00.0%Unchanged
Creative Financial Designs Inc220$2.36K0.00%00.0%Unchanged
Truvestments Capital LLC239$2.57K0.00%00.0%Unchanged
Harbour Investments, Inc.250$2.69K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC260$2.79K0.00%00.0%Unchanged
US Bancorp262$2.81K0.00%00.0%Unchanged
Hall Laurie J Trustee250$3.00K0.00%−140−35.9%Reduced
Accurate Wealth Management, LLC300$3.04K0.00%+300New
SJS Investment Consulting Inc.300$3.22K0.00%00.0%Unchanged
Signaturefd, LLC346$3.72K0.00%−216−38.4%Reduced
Benjamin F. Edwards & Company, Inc.500$5.00K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.546$5.86K0.00%+43+8.5%Added
Cutler Group LP610$6.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC659$7.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC736$7.91K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.736$7.91K0.00%00.0%Unchanged
CWM, LLC781$8.00K0.00%−1,255−61.6%Reduced
Allworth Financial LP749$8.04K0.00%+30+4.2%Added
SRS Capital Advisors, Inc.775$8.32K0.00%+30+4.0%Added
Quadrant Capital Group LLC906$9.73K0.00%+906New
Simplex Trading, LLC1,050$11.0K0.00%−8,202−88.7%Reduced
Rockefeller Capital Management L.P.1,031$11.0K0.00%−1,330−56.3%Reduced
Belpointe Asset Management LLC1,500$16.1K0.00%+1,500New
IFP Advisors, Inc1,200$19.0K0.00%00.0%Unchanged
FMR LLC1,882$20.2K0.00%+1,218+183.4%Added
WJ Interests, LLC2,000$21.5K0.02%+2,000New
Metropolitan Life Insurance Co2,988$32.1K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.3,440$36.9K0.00%−15−0.4%Reduced
Ameritas Investment Partners, Inc.3,311$39.1K0.00%00.0%Unchanged
KBC Group NV3,937$42.0K0.00%00.0%Unchanged
Quantbot Technologies LP4,195$45.1K0.00%+4,195New
Cypress Capital Management LLC (WY)5,350$57.5K0.07%−2,095−28.1%Reduced
Royal Bank of Canada6,833$73.0K0.00%+3,386+98.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,610$81.7K0.00%+1,724+29.3%Added
Cetera Advisor Networks LLC10,470$112.4K0.00%−233−2.2%Reduced
Everence Capital Management Inc11,140$120.0K0.01%+11,140New
Intrepid Financial Planning Group LLC11,500$123.5K0.07%−3,000−20.7%Reduced
ProShare Advisors LLC11,524$123.8K0.00%+836+7.8%Added
Patriot Financial Group Insurance Agency, LLC11,595$124.5K0.03%−500−4.1%Reduced
Virtus ETF Advisers LLC11,982$128.7K0.07%−1,413−10.5%Reduced
Teachers Retirement System of the State of Kentucky12,215$131.0K0.00%00.0%Unchanged
Arizona State Retirement System12,886$138.4K0.00%+507+4.1%Added
BNP Paribas Arbitrage, SA13,109$140.8K0.00%−22,109−62.8%Reduced
Fox Run Management, L.L.C.13,811$148.3K0.06%+13,811New
XTX Topco Ltd13,987$150.2K0.03%+13,987New
Oregon Public Employees Retirement Fund14,950$160.6K0.00%−26−0.2%Reduced
Franklin Resources Inc15,303$164.4K0.00%+15+0.1%Added
Campbell & CO Investment Adviser LLC15,826$170.0K0.04%+15,826New
Captrust Financial Advisors16,058$172.5K0.00%+16,058New
Hamilton Lane Advisors LLC16,124$173.0K0.06%00.0%Unchanged
State of Tennessee, Treasury Department16,258$175.0K0.00%00.0%Unchanged
Baldwin Brothers Inc17,517$188.1K0.02%−810−4.4%Reduced
Manufacturers Life Insurance Company, The17,769$190.8K0.00%−514−2.8%Reduced
Tower Research Capital LLC (TRC)17,717$191.0K0.01%+5,363+43.4%Added
Millennium Management LLC18,317$197.0K0.00%+18,317New
Maryland State Retirement & Pension System18,455$198.2K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System18,545$199.2K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.19,956$214.0K0.00%+281+1.4%Added
Rathbone Brothers plc20,000$214.8K0.00%00.0%Unchanged
Amalgamated Bank20,292$218.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System21,400$230.0K0.01%−200−0.9%Reduced
Mirae Asset Global Investments Co., Ltd.22,574$242.4K0.00%+2,771+14.0%Added
D. E. Shaw & Co., Inc.23,140$248.5K0.00%−22,137−48.9%Reduced
Deutsche Bank AG24,019$258.0K0.00%+4,711+24.4%Added
American International Group, Inc.24,370$261.7K0.00%−192−0.8%Reduced
Texas Permanent School Fund25,615$275.0K0.00%−6,617−20.5%Reduced
Comerica Bank26,629$285.0K0.00%−7,280−21.5%Reduced
MetLife Investment Management26,781$287.6K0.00%00.0%Unchanged
Yousif Capital Management, LLC28,735$308.6K0.00%−14,405−33.4%Reduced
Barclays PLC29,434$316.1K0.00%+11,738+66.3%Added
New York State Common Retirement Fund30,979$332.7K0.00%+4,979+19.2%Added
State of Alaska, Department of Revenue31,430$337.0K0.00%+185+0.6%Added
Natixis Advisors, L.P.34,522$371.0K0.00%+210+0.6%Added
Wells Fargo & Company34,968$375.6K0.00%−31,880−47.7%Reduced
Advisor Group Holdings, Inc.36,096$387.8K0.00%+30,705+569.6%Added
Alps Advisors Inc36,450$391.5K0.00%+36,450New
PDT Partners, LLC37,332$400.9K0.06%+12,075+47.8%Added
Martingale Asset Management L P39,039$419.3K0.01%+27,339+233.7%Added
MML Investors Services, LLC41,313$444.0K0.00%−1,834−4.3%Reduced
Ensign Peak Advisors, Inc42,020$451.3K0.00%+17,950+74.6%Added
Brandywine Global Investment Management, LLC43,336$465.4K0.00%00.0%Unchanged