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, Q3 2023
Institutional positions in Tvardi Therapeutics, Inc. as of Sep 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
- 124
- −13 vs. Q2 2023
- Shares held
- 27.1M
- −2.25M (−7.7%) vs. Q2 2023
- Total value
- $45.6M
- −$37.7M (−45.3%) vs. Q2 2023
- New holders
- 17
- 34 more added
- Sold out
- 30
- 41 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 57 | $4.24M |
| Q1 2026 | 67 | $8.60M |
| Q4 2025 | 67 | $12.1M |
| Q3 2025 | 73 | $102.2M |
| Q2 2025 | 56 | $44.9M |
| Q1 2025 | 35 | $3.21M |
| Q4 2024 | 45 | $6.59M |
| Q3 2024 | 71 | $4.17M |
| Q2 2024 | 81 | $4.56M |
| Q1 2024 | 101 | $21.5M |
| Q4 2023 | 112 | $18.1M |
| Q3 2023 | 124 | $45.6M |
| Q2 2023 | 138 | $83.3M |
| Q1 2023 | 164 | $166.4M |
| Q4 2022 | 163 | $364.7M |
| Q3 2022 | 167 | $323.6M |
| Q2 2022 | 183 | $317.9M |
| Q1 2022 | 186 | $385.5M |
| Q4 2021 | 186 | $368.9M |
| Q3 2021 | 173 | $457.1M |
| Q2 2021 | 175 | $444.0M |
| Q1 2021 | 172 | $703.5M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Tvardi Therapeutics, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 172 | $0 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $4 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 4 | $7 | 0.00% | −85−95.5% | Reduced |
| US Bancorp | 35 | $59 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $59 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $67 | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 52 | $75 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $92 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 76 | $127 | 0.00% | +76 | New |
| Raffa Wealth Management, LLC | 77 | $129 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 80 | $134 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $168 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $168 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 116 | $195 | 0.00% | −7,096−98.4% | Reduced |
| Nisa Investment Advisors, LLC | 121 | $203 | 0.00% | −2,339−95.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $252 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 152 | $255 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 176 | $296 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 183 | $307 | 0.00% | +183 | New |
| Clearstead Advisors, LLC | 200 | $336 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 220 | $370 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 260 | $437 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 319 | $536 | 0.00% | +69+27.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 396 | $1.00K | 0.00% | +396 | New |
| Allworth Financial LP | 719 | $1.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 736 | $1.24K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 742 | $1.25K | 0.00% | +742 | New |
| Red Tortoise LLC | 859 | $1.44K | 0.00% | −824−49.0% | Reduced |
| GWM Advisors LLC | 1,168 | $1.96K | 0.00% | +1,168 | New |
| China Universal Asset Management Co., Ltd. | 1,388 | $2.33K | 0.00% | +680+96.0% | Added |
| Teachers Retirement System of the State of Kentucky | 1,607 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,585 | $3.00K | 0.00% | +820+107.2% | Added |
| Headlands Technologies LLC | 1,933 | $3.25K | 0.00% | +1,933 | New |
| Qube Research & Technologies Ltd | 3,305 | $5.55K | 0.00% | −83,462−96.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,311 | $5.56K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,788 | $6.00K | 0.00% | −19,401−83.7% | Reduced |
| Point72 Middle East FZE | 4,013 | $6.74K | 0.00% | −51,785−92.8% | Reduced |
| Legal & General Group Plc | 4,335 | $7.28K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,602 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,350 | $8.99K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,275 | $12.2K | 0.00% | +5,000+219.8% | Added |
| Barclays PLC | 7,828 | $13.2K | 0.00% | −1,518−16.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,275 | $13.9K | 0.00% | −795−8.8% | Reduced |
| Royal Bank of Canada | 8,302 | $14.0K | 0.00% | +2,973+55.8% | Added |
| California State Teachers Retirement System | 10,320 | $17.3K | 0.00% | −5,238−33.7% | Reduced |
| Rothschild Investment Corp | 10,600 | $18.0K | 0.00% | −4,500−29.8% | Reduced |
| Price T Rowe Associates Inc | 10,451 | $18.0K | 0.00% | +10,451 | New |
| Jag Capital Management, LLC | 11,235 | $18.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,329 | $19.0K | 0.00% | −14,972−56.9% | Reduced |
| Intrepid Financial Planning Group LLC | 11,500 | $19.3K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,977 | $20.1K | 0.00% | +322+2.8% | Added |
| M&T Bank Corp | 12,153 | $20.7K | 0.00% | +315+2.7% | Added |
| Manufacturers Life Insurance Company, The | 12,888 | $21.7K | 0.00% | −9,216−41.7% | Reduced |
| Wealth Effects LLC | 14,000 | $23.5K | 0.01% | +14,000 | New |
| Dynamic Technology Lab Private Ltd | 15,648 | $26.0K | 0.00% | +15,648 | New |
| Captrust Financial Advisors | 15,918 | $26.7K | 0.00% | −1,190−7.0% | Reduced |
| Baldwin Brothers Inc | 16,017 | $26.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,472 | $27.7K | 0.00% | +462+2.9% | Added |
| XTX Topco Ltd | 18,173 | $30.5K | 0.01% | −33,852−65.1% | Reduced |
| Principal Financial Group Inc | 19,328 | $32.5K | 0.00% | +1,428+8.0% | Added |
| Rathbone Brothers plc | 20,164 | $33.9K | 0.00% | +164+0.8% | Added |
| American International Group, Inc. | 23,342 | $39.2K | 0.00% | +830+3.7% | Added |
| Bain Capital Life Sciences Investors, LLC | 23,646 | $39.7K | 0.00% | −911,252−97.5% | Reduced |
| UBS Group AG | 24,983 | $42.0K | 0.00% | −11,165−30.9% | Reduced |
| Invesco Ltd. | 26,402 | $44.4K | 0.00% | +2,447+10.2% | Added |
| Deutsche Bank AG | 28,987 | $48.7K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 31,349 | $50.8K | 0.00% | +31,349 | New |
| Wells Fargo & Company | 30,733 | $51.6K | 0.00% | −13,984−31.3% | Reduced |
| Advisor Group Holdings, Inc. | 37,052 | $62.2K | 0.00% | +1,401+3.9% | Added |
| Citadel Advisors LLC | 39,187 | $65.8K | 0.00% | −229,098−85.4% | Reduced |
| JPMorgan Chase & Co | 41,471 | $69.7K | 0.00% | +384+0.9% | Added |
| Citigroup Inc | 44,821 | $75.3K | 0.00% | −14,121−24.0% | Reduced |
| Group One Trading, L.P. | 48,425 | $81.4K | 0.00% | −24,874−33.9% | Reduced |
| National Asset Management, Inc. | 55,648 | $93.5K | 0.00% | −99,342−64.1% | Reduced |
| Algert Global LLC | 58,750 | $98.7K | 0.00% | +58,750 | New |
| Cubist Systematic Strategies, LLC | 61,121 | $102.7K | 0.00% | −123,483−66.9% | Reduced |
| Assenagon Asset Management S.A. | 65,608 | $110.2K | 0.00% | +65,608 | New |
| BNP Paribas Arbitrage, SA | 67,021 | $112.6K | 0.00% | −10,597−13.7% | Reduced |
| SG Americas Securities, LLC | 67,954 | $114.0K | 0.00% | +18,022+36.1% | Added |
| Two Sigma Investments, LP | 69,772 | $117.2K | 0.00% | −169,714−70.9% | Reduced |
| Rhumbline Advisers | 75,923 | $127.5K | 0.00% | −711−0.9% | Reduced |
| Voya Investment Management LLC | 78,981 | $132.7K | 0.00% | +24,050+43.8% | Added |
| Penserra Capital Management LLC | 81,542 | $136.0K | 0.00% | −80,000−49.5% | Reduced |
| Public Employees Retirement System of Ohio | 87,603 | $147.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 93,116 | $156.4K | 0.00% | −97,873−51.2% | Reduced |
| Alliancebernstein L.P. | 93,220 | $156.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 97,766 | $164.0K | 0.00% | +39,900+69.0% | Added |
| Nuveen Asset Management, LLC | 112,853 | $189.6K | 0.00% | −1,531−1.3% | Reduced |
| Goldman Sachs Group Inc | 134,863 | $226.6K | 0.00% | −150,988−52.8% | Reduced |
| Walleye Capital LLC | 137,021 | $230.2K | 0.00% | −3,371−2.4% | Reduced |
| Two Sigma Advisers, LP | 137,400 | $230.8K | 0.00% | +9,200+7.2% | Added |
| Bridgeway Capital Management, LLC | 141,200 | $237.2K | 0.01% | +141,200 | New |
| Ameriprise Financial Inc | 148,101 | $248.8K | 0.00% | −150.0% | Reduced |
| FMR LLC | 163,169 | $274.1K | 0.00% | +10,837+7.1% | Added |
| Bank of New York Mellon Corp | 165,252 | $277.6K | 0.00% | −23,923−12.6% | Reduced |
| LPL Financial LLC | 173,065 | $290.7K | 0.00% | −790.0% | Reduced |
| Stifel Financial Corp | 196,420 | $330.0K | 0.00% | +17,179+9.6% | Added |
| Royce & Associates LP | 202,300 | $339.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 228,675 | $383.0K | 0.00% | +228,675 | New |