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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 2023

Institutional positions in Tvardi Therapeutics, Inc. as of Dec 31, 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
112
−11 vs. Q3 2023
Shares held
24.4M
−2.72M (−10.0%) vs. Q3 2023
Total value
$18.1M
−$27.4M (−60.2%) vs. Q3 2023
New holders
18
29 more added
Sold out
29
34 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 112 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 2023: $18.1M
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 2023

Shares, value and share of portfolio for each institution holding Tvardi Therapeutics, Inc.; share changes are against Q3 2023.

Institutions holding TVRD in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC384$00.00%−3,404−89.9%Reduced
Benjamin F. Edwards & Company, Inc.500$00.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$20.00%00.0%Unchanged
Parallel Advisors, LLC4$30.00%00.0%Unchanged
Greenwood Gearhart Inc10$70.00%+10New
US Bancorp35$260.00%00.0%Unchanged
Farther Finance Advisors, LLC36$270.00%+36New
Comerica Bank40$300.00%−36−47.4%Reduced
Cornerstone Planning Group LLC40$300.00%00.0%Unchanged
Versant Capital Management, Inc55$410.00%00.0%Unchanged
The PNC Financial Services Group, Inc.70$520.00%+70New
Front Row Advisors LLC80$590.00%00.0%Unchanged
Proequities, Inc.100$740.00%00.0%Unchanged
Sound Income Strategies, LLC100$740.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC150$1110.00%00.0%Unchanged
Truvestments Capital LLC176$1310.00%00.0%Unchanged
LGT Financial Advisors LLC183$1360.00%00.0%Unchanged
Clearstead Advisors, LLC200$1490.00%00.0%Unchanged
Creative Financial Designs Inc220$1630.00%00.0%Unchanged
FinTrust Capital Advisors, LLC260$1940.00%00.0%Unchanged
Harbour Investments, Inc.319$2370.00%00.0%Unchanged
Allworth Financial LP719$5350.00%00.0%Unchanged
McIlrath & Eck, LLC736$5470.00%00.0%Unchanged
GWM Advisors LLC1,168$8680.00%00.0%Unchanged
CWM, LLC702$1.00K0.00%−883−55.7%Reduced
Ameritas Investment Partners, Inc.3,311$2.46K0.00%00.0%Unchanged
Baldwin Brothers Inc3,500$2.60K0.00%−12,517−78.1%Reduced
Amalgamated Bank4,147$3.00K0.00%−455−9.9%Reduced
Legal & General Group Plc4,335$3.22K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)5,350$3.98K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.7,275$5.41K0.00%00.0%Unchanged
California State Teachers Retirement System7,698$5.72K0.00%−2,622−25.4%Reduced
Advisor Group Holdings, Inc.8,317$6.17K0.00%−28,735−77.6%Reduced
Quantbot Technologies LP8,656$6.43K0.00%+8,656New
Intrepid Financial Planning Group LLC10,500$7.80K0.00%−1,000−8.7%Reduced
Price T Rowe Associates Inc10,451$8.00K0.00%00.0%Unchanged
HRT Financial LP10,930$8.00K0.00%+10,930New
Jag Capital Management, LLC11,235$8.35K0.00%00.0%Unchanged
Franklin Resources Inc11,329$8.42K0.00%00.0%Unchanged
Pinnacle Associates Ltd11,727$8.71K0.00%−637,526−98.2%Reduced
State Board of Administration of Florida Retirement System12,151$9.03K0.00%+12,151New
Pathstone Holdings, LLC12,331$9.16K0.00%+12,331New
Two Sigma Securities, LLC12,880$9.57K0.00%+12,880New
Manufacturers Life Insurance Company, The12,888$9.58K0.00%00.0%Unchanged
Baader Bank INC17,376$9.58K0.00%+17,376New
Royal Bank of Canada15,531$10.0K0.00%+7,229+87.1%Added
Tower Research Capital LLC (TRC)14,996$11.1K0.00%+6,721+81.2%Added
New York State Common Retirement Fund16,774$12.5K0.00%+302+1.8%Added
Invesco Ltd.16,942$12.6K0.00%−9,460−35.8%Reduced
Wexford Capital LP17,090$12.7K0.00%+17,090New
Principal Financial Group Inc18,046$13.4K0.00%−1,282−6.6%Reduced
Wells Fargo & Company18,412$13.7K0.00%−12,321−40.1%Reduced
Rathbone Brothers plc20,164$15.0K0.00%00.0%Unchanged
Scientech Research LLC21,910$16.2K0.02%+21,910New
American International Group, Inc.23,248$17.3K0.00%−94−0.4%Reduced
XTX Topco Ltd27,224$20.2K0.00%+9,051+49.8%Added
State of Wyoming27,690$20.6K0.00%+27,690New
Engineers Gate Manager LP30,740$22.8K0.00%+30,740New
JPMorgan Chase & Co31,157$23.1K0.00%−10,314−24.9%Reduced
Russell Investments Group, Ltd.31,536$23.4K0.00%−262,264−89.3%Reduced
UBS Group AG36,449$27.1K0.00%+11,466+45.9%Added
Squarepoint Ops LLC38,586$28.7K0.00%+38,586New
Group One Trading, L.P.39,925$29.7K0.00%−8,500−17.6%Reduced
Susquehanna International Group, LLP45,678$33.9K0.00%−241,406−84.1%Reduced
Citigroup Inc50,599$37.6K0.00%+5,778+12.9%Added
Mackenzie Financial Corp53,678$39.9K0.00%+22,329+71.2%Added
Public Employees Retirement System of Ohio54,955$40.8K0.00%−32,648−37.3%Reduced
Susquehanna Portfolio Strategies, LLC57,071$42.4K0.00%+57,071New
National Asset Management, Inc.61,658$45.8K0.00%+6,010+10.8%Added
Barclays PLC64,012$47.6K0.00%+56,184+717.7%Added
SG Americas Securities, LLC72,112$54.0K0.00%+4,158+6.1%Added
Rhumbline Advisers73,763$54.8K0.00%−2,160−2.8%Reduced
Penserra Capital Management LLC81,542$60.0K0.00%00.0%Unchanged
MML Investors Services, LLC81,590$61.0K0.00%−16,176−16.5%Reduced
Citadel Advisors LLC85,742$63.7K0.00%+46,555+118.8%Added
Alliancebernstein L.P.87,320$64.9K0.00%−5,900−6.3%Reduced
Tudor Investment Corp Et Al93,116$69.2K0.00%00.0%Unchanged
Jane Street Group, LLC93,385$69.4K0.00%+93,385New
Nuveen Asset Management, LLC113,930$84.7K0.00%+1,077+1.0%Added
Ameriprise Financial Inc117,471$87.3K0.00%−30,630−20.7%Reduced
Bridgeway Capital Management, LLC141,200$104.9K0.00%00.0%Unchanged
Voya Investment Management LLC144,892$107.7K0.00%+65,911+83.5%Added
D. E. Shaw & Co., Inc.146,854$109.1K0.00%+146,854New
LPL Financial LLC155,525$115.6K0.00%−17,540−10.1%Reduced
FMR LLC157,314$116.9K0.00%−5,855−3.6%Reduced
Bank of New York Mellon Corp160,797$119.5K0.00%−4,455−2.7%Reduced
Dimensional Fund Advisors LP167,314$124.4K0.00%−85,185−33.7%Reduced
Assenagon Asset Management S.A.167,838$124.7K0.00%+102,230+155.8%Added
Goldman Sachs Group Inc209,872$155.9K0.00%+75,009+55.6%Added
Gsa Capital Partners LLP225,162$167.0K0.01%+225,162New
Charles Schwab Investment Management Inc268,618$199.6K0.00%−310,190−53.6%Reduced
BNP Paribas Arbitrage, SA292,854$217.6K0.00%+225,833+337.0%Added
Morgan Stanley293,148$217.8K0.00%−27,883−8.7%Reduced
Two Sigma Investments, LP307,271$228.3K0.00%+237,499+340.4%Added
Stifel Financial Corp313,058$232.6K0.00%+116,638+59.4%Added
Acadian Asset Management LLC360,473$266.0K0.00%+131,798+57.6%Added
Northern Trust Corp391,812$291.1K0.00%−25,392−6.1%Reduced
Millennium Management LLC467,187$347.1K0.00%−307,299−39.7%Reduced
Two Sigma Advisers, LP514,200$382.1K0.00%+376,800+274.2%Added
Verition Fund Management LLC550,029$408.7K0.00%+160,000+41.0%Added