MBX BiosciencesMBX

13F holders, Q1 2025 (March 31)
79holders +16
26new positions
10sold out
2famous investors
$7.38avg. 13F price*

At the end of Q1 2025, 79 institutions reported holding MBX Biosciences Inc. (MBX) in their 13F filings, up 16 from Q4 2024. 26 opened new positions and 10 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($44.2M), Orbimed Advisors LLC ($29.5M) and NEA Management Company, LLC ($26.7M). 2 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
MBX Biosciences Inc.
CUSIP
55287L101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q3 2024: 45Q3 2024Q4 2024: 63Q4 2024Q1 2025: 79Q1 2025Q2 2025: 88Q2 2025Q3 2025: 118Q3 2025Q4 2025: 138Q4 2025Q1 2026: 157Q1 2026Q2 2026: 172Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions26$16.6M
Exits10$9.1M

All 13F filers, Q4 2024 → Q1 2025: 3,768,359 shares bought and 1,043,624 shares sold, net +2,724,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Frazier Life Sciences Management, L.P. 2.02% No change 5,985,347 $44.2M
Orbimed Advisors LLC 0.71% Add +5.0% 4,002,887 $29.5M
NEA Management Company, LLC 2.05% No change 3,614,486 $26.7M
Deep Track Capital, LP 0.72% No change 3,018,935 $22.3M
Wellington Management Group LLP 0.00% Reduce -9.3% 2,638,521 $19.5M
NVP Associates, LLC 14.05% No change 2,136,335 $15.8M
Driehaus Capital Management LLC 0.11% Reduce -0.2% 1,579,207 $11.7M
Ra Capital Management, L.P. 0.19% No change 1,511,334 $11.2M
EcoR1 Capital, LLC 0.55% No change 1,259,273 $9.3M
MPM Bioimpact LLC 1.44% New 1,132,950 $8.4M
T. Rowe Price Associates Inc. 0.00% Reduce -5.2% 1,100,916 $8.1M
Woodline Partners LP 0.04% Add +44.1% 877,461 $6.5M
BlackRock, Inc. 0.00% Add +7.6% 783,042 $5.8M
Cormorant Asset Management, LP 0.39% No change 700,000 $5.2M
Vanguard Group Inc. 0.00% Reduce -0.8% 665,563 $4.9M
TCG Crossover Management, LLC 0.65% No change 650,000 $4.8M
Franklin Resources Inc. 0.00% Add +0.0% 369,315 $2.7M
Parkman Healthcare Partners LLC 0.29% Add +93.1% 328,323 $2.4M
Geode Capital Management, LLC 0.00% Add +3.3% 274,458 $2.0M
Opaleye Management Inc. 0.42% New 250,000 $1.8M
JPMorgan Chase & Co. 0.00% Add +2109.9% 201,235 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +180.6% 200,642 $1.5M
Platinum Investment Management Ltd. 0.08% Add +14.7% 185,932 $1.4M
State Street Corp. 0.00% Add +24.2% 177,220 $1.3M
Affinity Asset Advisors, LLC 0.21% New 175,000 $1.3M
Millennium Management 0.00% Reduce -48.9% 170,440 $1.3M
TD Asset Management Inc 0.00% Add +313.9% 151,504 $1.1M
Exome Asset Management LLC 0.88% New 133,113 $982K
Morgan Stanley 0.00% Add +380.9% 114,610 $846K
Marshall Wace, LLP 0.00% Add +329.4% 111,211 $821K
Point72 Asset Management 0.00% New 110,482 $815K
Citigroup Inc. 0.00% Add +998.0% 97,328 $718K
Stempoint Capital LP 0.23% New 96,615 $713K
Northern Trust Corp. 0.00% Add +6.4% 96,507 $712K
Charles Schwab Investment Management Inc. 0.00% Add +1.3% 94,546 $698K
Manufacturers Life Insurance Company, The 0.00% Add +0.9% 50,110 $370K
Aaron Wealth Advisors LLC 0.04% New 50,000 $369K
Shay Capital LLC 0.11% New 49,133 $363K
FMR LLC 0.00% Add +80.0% 44,240 $326K
Prelude Capital Management, LLC 0.03% New 40,225 $297K
Two Sigma Investments, LP 0.00% New 33,833 $250K
Walleye Capital LLC 0.00% New 32,490 $240K
BNP Paribas Financial Markets 0.00% Add +1980.5% 30,916 $228K
Jump Financial, LLC 0.00% New 28,996 $214K
Bank of America Corp. 0.00% Add +74.9% 28,090 $207K
UBS Group AG 0.00% Reduce -40.1% 27,499 $203K
Alps Advisors Inc. 0.00% Reduce -3.6% 26,034 $192K
Bank of New York Mellon Corp 0.00% Reduce -0.0% 23,910 $176K
Squarepoint Ops LLC 0.00% New 20,098 $148K
Verition Fund Management LLC 0.00% New 19,815 $146K
Koa Wealth Management, LLC 0.12% New 19,396 $143K
Goldman Sachs Group Inc. 0.00% Reduce -56.5% 15,168 $112K
Nuveen, LLC 0.00% — 14,471 $107K
Susquehanna International Group, LLP 0.00% New 13,660 $101K
Gsa Capital Partners LLP 0.01% New 12,369 $91K
Wealthedge Investment Advisors, LLC 0.04% New 11,864 $88K
Barclays PLC 0.00% Reduce -32.2% 11,818 $87K
Intech Investment Management LLC 0.00% New 10,728 $79K
Deutsche Bank AG 0.00% Add +102.0% 8,762 $65K
Rhumbline Advisers 0.00% Reduce -8.0% 8,712 $64K
Virtus Investment Advisers, LLC 0.02% New 8,006 $59K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.9% 6,647 $49K
Wells Fargo & Company 0.00% Add +2.3% 5,977 $44K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 5,511 $41K
New York State Common Retirement Fund 0.00% New 4,300 $32K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,143 $16K
Tower Research Capital LLC (TRC) 0.00% Add +70.0% 1,365 $10K
Ameritas Investment Partners, Inc. 0.00% No change 1,177 $9K
Legal & General Group Plc 0.00% No change 1,107 $8K
California State Teachers Retirement System 0.00% No change 832 $6K
STRS Ohio 0.00% Reduce -66.7% 700 $5K
Royal Bank of Canada 0.00% Reduce -23.8% 635 $4K
Amalgamated Bank 0.00% No change 384 $3K
US Bancorp \de 0.00% New 330 $2K
Cwm, LLC 0.00% New 137 $1K
Sterling Capital Management LLC 0.00% Reduce -43.5% 91 $672
GAMMA Investing LLC 0.00% New 20 $148
EverSource Wealth Advisors, LLC 0.00% New 9 $66
True Wealth Design, LLC 0.00% New 3 $23

"% of holder's portfolio" is MBX's weight in each manager's 13F, not the share of MBX Biosciences Inc. the manager owns.