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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, Q1 2024

Institutional positions in Tvardi Therapeutics, Inc. as of Mar 31, 2024. 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
101
−11 vs. Q4 2023
Shares held
23.6M
−784.8K (−3.2%) vs. Q4 2023
Total value
$21.5M
+$3.37M (+18.6%) vs. Q4 2023
New holders
13
24 more added
Sold out
24
33 more reduced

Compare with Q4 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 holdersQ1 2024: 101 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 heldQ1 2024: $21.5M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Tvardi Therapeutics, Inc.; share changes are against Q4 2023.

Institutions holding TVRD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Benjamin F. Edwards & Company, Inc.500$00.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$20.00%00.0%Unchanged
Parallel Advisors, LLC4$40.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$90.00%+10New
CoreCap Advisors, LLC17$150.00%+17New
Cornerstone Planning Group LLC40$320.00%00.0%Unchanged
US Bancorp35$320.00%00.0%Unchanged
Comerica Bank40$360.00%00.0%Unchanged
Catalyst Funds Management Pty Ltd50$460.00%+50New
Front Row Advisors LLC80$730.00%00.0%Unchanged
Proequities, Inc.100$910.00%00.0%Unchanged
Sound Income Strategies, LLC100$910.00%00.0%Unchanged
Abich Financial Wealth Management LLC140$1270.00%+140New
Steward Partners Investment Advisory, LLC150$1370.00%00.0%Unchanged
Clearstead Advisors, LLC200$1510.00%00.0%Unchanged
Truvestments Capital LLC176$1600.00%00.0%Unchanged
Creative Financial Designs Inc220$2000.00%00.0%Unchanged
FinTrust Capital Advisors, LLC260$2370.00%00.0%Unchanged
Harbour Investments, Inc.525$4780.00%+206+64.6%Added
Fernwood Investment Management, LLC634$5770.00%+634New
Allworth Financial LP719$6550.00%00.0%Unchanged
McIlrath & Eck, LLC736$6700.00%00.0%Unchanged
Farther Finance Advisors, LLC917$8340.00%+881+2,447.2%Added
Royal Bank of Canada1,497$1.00K0.00%−14,034−90.4%Reduced
Amalgamated Bank1,529$1.00K0.00%−2,618−63.1%Reduced
CWM, LLC1,343$1.00K0.00%+641+91.3%Added
GWM Advisors LLC1,168$1.06K0.00%00.0%Unchanged
LRI Investments, LLC2,000$1.82K0.00%+2,000New
Ameritas Investment Partners, Inc.3,311$3.01K0.00%00.0%Unchanged
Baldwin Brothers Inc3,500$3.19K0.00%00.0%Unchanged
Legal & General Group Plc4,335$3.94K0.00%00.0%Unchanged
Simplex Trading, LLC4,661$4.00K0.00%+4,277+1,113.8%Added
Cypress Capital Management LLC (WY)5,000$4.55K0.00%−350−6.5%Reduced
California State Teachers Retirement System5,311$4.83K0.00%−2,387−31.0%Reduced
SRS Capital Advisors, Inc.7,275$6.62K0.00%00.0%Unchanged
Quantbot Technologies LP8,656$7.88K0.00%00.0%Unchanged
Two Sigma Securities, LLC10,980$9.99K0.00%−1,900−14.8%Reduced
Price T Rowe Associates Inc10,451$10.0K0.00%00.0%Unchanged
Jag Capital Management, LLC11,235$10.2K0.00%00.0%Unchanged
Franklin Resources Inc11,329$10.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)11,425$10.4K0.00%−3,571−23.8%Reduced
Manufacturers Life Insurance Company, The11,861$10.8K0.00%−1,027−8.0%Reduced
Commonwealth Equity Services, LLC12,308$11.0K0.00%+12,308New
Federated Hermes, Inc.12,272$11.2K0.00%−819,577−98.5%Reduced
Advisor Group Holdings, Inc.12,545$11.4K0.00%+4,228+50.8%Added
New York State Common Retirement Fund16,384$14.9K0.00%−390−2.3%Reduced
SG Americas Securities, LLC15,992$15.0K0.00%−56,120−77.8%Reduced
Principal Financial Group Inc16,507$15.0K0.00%−1,539−8.5%Reduced
Invesco Ltd.16,942$15.4K0.00%00.0%Unchanged
Wells Fargo & Company19,427$17.7K0.00%+1,015+5.5%Added
Rathbone Brothers plc20,164$18.3K0.00%00.0%Unchanged
Mackenzie Financial Corp21,176$19.3K0.00%−32,502−60.5%Reduced
American International Group, Inc.23,050$21.0K0.00%−198−0.9%Reduced
Fidelis Capital Partners, LLC25,403$23.1K0.00%+25,403New
AQR Capital Management LLC28,818$26.2K0.00%−799,981−96.5%Reduced
Barclays PLC32,422$29.5K0.00%−31,590−49.4%Reduced
JPMorgan Chase & Co34,040$31.0K0.00%+2,883+9.3%Added
Envestnet Asset Management Inc35,791$32.6K0.00%+35,791New
XTX Topco Ltd36,236$33.0K0.00%+9,012+33.1%Added
Group One Trading, L.P.39,975$36.4K0.00%+50+0.1%Added
Gsa Capital Partners LLP45,268$41.0K0.00%−179,894−79.9%Reduced
UBS Group AG51,432$46.8K0.00%+14,983+41.1%Added
Goldman Sachs Group Inc51,643$47.0K0.00%−158,229−75.4%Reduced
Citigroup Inc53,034$48.3K0.00%+2,435+4.8%Added
Susquehanna International Group, LLP61,815$56.3K0.00%+16,137+35.3%Added
Penserra Capital Management LLC65,538$59.0K0.00%−16,004−19.6%Reduced
Rhumbline Advisers76,918$70.0K0.00%+3,155+4.3%Added
Alliancebernstein L.P.87,320$79.5K0.00%00.0%Unchanged
Tudor Investment Corp Et Al93,116$84.7K0.00%00.0%Unchanged
Marquette Asset Management, LLC94,238$85.8K0.01%+94,238New
National Asset Management, Inc.55,648$93.5K0.00%−6,010−9.7%Reduced
Morgan Stanley105,863$96.3K0.00%−187,285−63.9%Reduced
Nuveen Asset Management, LLC113,930$103.7K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.141,150$128.4K0.00%−5,704−3.9%Reduced
Bank of New York Mellon Corp143,494$130.6K0.00%−17,303−10.8%Reduced
LPL Financial LLC150,764$137.2K0.00%−4,761−3.1%Reduced
FMR LLC162,135$147.5K0.00%+4,821+3.1%Added
Assenagon Asset Management S.A.173,331$157.7K0.00%+5,493+3.3%Added
Voya Investment Management LLC201,871$183.7K0.00%+56,979+39.3%Added
Two Sigma Investments, LP277,978$253.0K0.00%−29,293−9.5%Reduced
BNP Paribas Arbitrage, SA286,205$260.4K0.00%−6,649−2.3%Reduced
Charles Schwab Investment Management Inc328,791$299.2K0.00%+60,173+22.4%Added
Acadian Asset Management LLC334,231$303.0K0.00%−26,242−7.3%Reduced
Verition Fund Management LLC390,602$355.4K0.00%−159,427−29.0%Reduced
Northern Trust Corp390,807$355.6K0.00%−1,005−0.3%Reduced
Acuitas Investments, LLC512,213$466.1K0.24%+512,213New
Bank of America Corp636,230$579.0K0.00%−8,587−1.3%Reduced
Two Sigma Advisers, LP659,900$600.5K0.00%+145,700+28.3%Added
Millennium Management LLC661,834$602.3K0.00%+194,647+41.7%Added
Stifel Financial Corp741,374$674.6K0.00%+428,316+136.8%Added
State Street Corp1,002,954$912.7K0.00%−17,924−1.8%Reduced
Geode Capital Management, LLC1,021,599$929.8K0.00%+12,640+1.3%Added
Renaissance Technologies LLC1,332,478$1.21M0.00%+635,448+91.2%Added
Rosalind Advisors, Inc.1,548,893$1.41M1.32%+1,548,893New
Farallon Capital Management, L.L.C.1,556,251$1.42M0.01%00.0%Unchanged
Chescapmanager LLC1,702,110$1.55M0.26%−50,002−2.9%Reduced
Disciplined Growth Investors Inc1,815,058$1.65M0.03%+2,958+0.2%Added
Vanguard Group Inc2,481,258$2.26M0.00%−149,809−5.7%Reduced
BlackRock Inc.3,421,363$3.11M0.00%−132,895−3.7%Reduced
State Board of Administration of Florida Retirement System18,545––+6,394+52.6%Added