Skip to main content

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, Q2 2023

Institutional positions in Tvardi Therapeutics, Inc. as of Jun 30, 2023. 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
−25 vs. Q1 2023
Shares held
29.4M
−4.51M (−13.3%) vs. Q1 2023
Total value
$83.3M
−$83.1M (−49.9%) vs. Q1 2023
New holders
21
48 more added
Sold out
46
38 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 138 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 heldQ2 2023: $83.3M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Tvardi Therapeutics, Inc.; share changes are against Q1 2023.

Institutions holding TVRD in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Daiwa Securities Group Inc.172$00.00%00.0%Unchanged
Front Row Advisors LLC80$00.00%00.0%Unchanged
Fiduciary Alliance LLC16$450.00%+16New
US Bancorp35$990.00%−109−75.7%Reduced
Farmers & Merchants Investments Inc35$990.00%00.0%Unchanged
Global Retirement Partners, LLC52$1470.00%00.0%Unchanged
Versant Capital Management, Inc55$1560.00%00.0%Unchanged
Raffa Wealth Management, LLC77$2180.00%00.0%Unchanged
Parallel Advisors, LLC89$2520.00%+85+2,125.0%Added
Proequities, Inc.100$2830.00%00.0%Unchanged
Sound Income Strategies, LLC100$2830.00%00.0%Unchanged
Fairfield, Bush & Co.125$3540.00%+125New
Steward Partners Investment Advisory, LLC150$4250.00%00.0%Unchanged
Private Trust Co NA152$4300.00%00.0%Unchanged
First Capital Advisors Group, LLC.175$4950.00%+175New
Truvestments Capital LLC176$4980.00%00.0%Unchanged
Clearstead Advisors, LLC200$5660.00%00.0%Unchanged
Creative Financial Designs Inc220$6230.00%00.0%Unchanged
Harbour Investments, Inc.250$7080.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.500$1.00K0.00%00.0%Unchanged
Horrell Capital Management, Inc.200$1.00K0.00%00.0%Unchanged
CWM, LLC765$2.00K0.00%−349−31.3%Reduced
China Universal Asset Management Co., Ltd.708$2.00K0.00%−20−2.7%Reduced
Allworth Financial LP719$2.04K0.00%00.0%Unchanged
McIlrath & Eck, LLC736$2.08K0.00%00.0%Unchanged
Red Tortoise LLC1,683$4.76K0.00%+1,683New
Teachers Retirement System of the State of Kentucky1,607$5.00K0.00%−10,608−86.8%Reduced
SRS Capital Advisors, Inc.2,275$6.44K0.00%+1,500+193.5%Added
Nisa Investment Advisors, LLC2,460$6.96K0.00%+1,860+310.0%Added
Metropolitan Life Insurance Co2,491$7.05K0.00%+1,220+96.0%Added
Ameritas Investment Partners, Inc.3,311$9.37K0.00%00.0%Unchanged
Legal & General Group Plc4,335$12.3K0.00%−91,023−95.5%Reduced
Amalgamated Bank4,602$13.0K0.00%−16,011−77.7%Reduced
Royal Bank of Canada5,329$15.0K0.00%+1,568+41.7%Added
Cypress Capital Management LLC (WY)5,350$15.1K0.02%00.0%Unchanged
Point72 Asset Management, L.P.7,212$20.4K0.00%−7,384−50.6%Reduced
Tower Research Capital LLC (TRC)9,070$25.7K0.00%+4,896+117.3%Added
Barclays PLC9,346$26.4K0.00%−19,088−67.1%Reduced
Jag Capital Management, LLC11,235$31.8K0.00%+11,235New
Intrepid Financial Planning Group LLC11,500$32.5K0.02%00.0%Unchanged
Cetera Advisor Networks LLC11,655$33.0K0.00%+981+9.2%Added
M&T Bank Corp11,838$33.4K0.00%+11,838New
Shay Capital LLC12,500$35.4K0.01%+12,500New
Mirabella Financial Services LLP14,257$40.3K0.00%+14,257New
Engineers Gate Manager LP14,514$41.1K0.00%+14,514New
Rothschild Investment Corp15,100$43.0K0.00%−13,300−46.8%Reduced
State of Tennessee, Treasury Department15,338$43.4K0.00%00.0%Unchanged
California State Teachers Retirement System15,558$44.0K0.00%−41,221−72.6%Reduced
New York State Common Retirement Fund16,010$45.3K0.00%+31+0.2%Added
Baldwin Brothers Inc16,017$45.3K0.00%00.0%Unchanged
Captrust Financial Advisors17,108$48.4K0.00%+609+3.7%Added
Principal Financial Group Inc17,900$50.7K0.00%−262,972−93.6%Reduced
Graham Capital Management, L.P.19,168$54.2K0.00%+19,168New
Rathbone Brothers plc20,000$56.6K0.00%00.0%Unchanged
MetLife Investment Management20,155$57.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The22,104$62.6K0.00%+4,335+24.4%Added
Allspring Global Investments Holdings, LLC22,158$62.7K0.00%+21,406+2,846.5%Added
Mirae Asset Global Investments Co., Ltd.22,434$63.5K0.00%−105−0.5%Reduced
American International Group, Inc.22,512$63.7K0.00%−1,964−8.0%Reduced
Jump Financial, LLC22,600$64.0K0.00%+22,600New
Simplex Trading, LLC23,189$65.0K0.00%+20,412+735.0%Added
Invesco Ltd.23,955$67.8K0.00%−166,675−87.4%Reduced
Two Sigma Securities, LLC24,086$68.2K0.01%+12,240+103.3%Added
Franklin Resources Inc26,301$74.4K0.00%+11,324+75.6%Added
Deutsche Bank AG28,987$82.0K0.00%−3,933−11.9%Reduced
Baird Financial Group, Inc.33,042$93.5K0.00%+33,042New
Quantbot Technologies LP33,287$94.2K0.01%+5,058+17.9%Added
Alpine Global Management, LLC34,014$96.3K0.03%+34,014New
Russell Investments Group, Ltd.34,039$96.3K0.00%+32,742+2,524.4%Added
FNY Investment Advisers, LLC35,000$99.0K0.13%+35,000New
Advisor Group Holdings, Inc.35,651$100.9K0.00%+304+0.9%Added
UBS Group AG36,148$102.3K0.00%−2,653−6.8%Reduced
JPMorgan Chase & Co41,087$116.3K0.00%−35,106−46.1%Reduced
Brandywine Global Investment Management, LLC43,036$121.8K0.00%−300−0.7%Reduced
Wells Fargo & Company44,717$126.5K0.00%+4,838+12.1%Added
SG Americas Securities, LLC49,932$141.0K0.00%−25,135−33.5%Reduced
XTX Topco Ltd52,025$147.2K0.03%−55,585−51.7%Reduced
Voya Investment Management LLC54,931$155.5K0.00%+9,025+19.7%Added
Point72 Middle East FZE55,798$157.9K0.01%+43,181+342.2%Added
MML Investors Services, LLC57,866$164.0K0.00%+14,566+33.6%Added
Citigroup Inc58,942$166.8K0.00%−11,593−16.4%Reduced
Group One Trading, L.P.73,299$207.4K0.01%+23,910+48.4%Added
Rhumbline Advisers76,634$216.9K0.00%−78,183−50.5%Reduced
BNP Paribas Arbitrage, SA77,618$219.7K0.00%+15,080+24.1%Added
Gsa Capital Partners LLP81,688$231.0K0.02%+59,154+262.5%Added
Davy Global Fund Management Ltd84,530$239.2K0.05%00.0%Unchanged
PDT Partners, LLC85,088$240.8K0.03%−16,922−16.6%Reduced
Qube Research & Technologies Ltd86,767$245.6K0.00%+71,608+472.4%Added
Public Employees Retirement System of Ohio87,603$248.0K0.00%+87,603New
Ensign Peak Advisors, Inc88,770$251.2K0.00%+41,150+86.4%Added
Alliancebernstein L.P.93,220$263.8K0.00%+45,820+96.7%Added
Nuveen Asset Management, LLC114,384$323.7K0.00%00.0%Unchanged
Two Sigma Advisers, LP128,200$362.8K0.00%+102,300+395.0%Added
Marshall Wace, LLP133,134$376.8K0.00%+133,134New
Walleye Capital LLC140,392$397.3K0.01%+140,392New
UBS Asset Management Americas Inc84,378$414.3K0.00%00.0%Unchanged
Ameriprise Financial Inc148,116$419.2K0.00%−96,065−39.3%Reduced
FMR LLC152,332$431.1K0.00%+150,742+9,480.6%Added
National Asset Management, Inc.154,990$438.6K0.01%+106,342+218.6%Added
Penserra Capital Management LLC161,542$457.0K0.01%+1,252+0.8%Added