MBX BiosciencesMBX
13F holders, Q2 2025 (June 30)88holders +9
20new positions
12sold out
3famous investors
$11.41avg. 13F price*
At the end of Q2 2025, 88 institutions reported holding MBX Biosciences Inc. (MBX) in their 13F filings, up 9 from Q1 2025. 20 opened new positions and 12 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($68.3M), Orbimed Advisors LLC ($45.7M) and NEA Management Company, LLC ($41.2M). 3 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- MBX Biosciences Inc.
- CUSIP
- 55287L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.9M |
| Exits | 12 | $3.6M |
All 13F filers, Q1 2025 → Q2 2025: 4,699,772 shares bought and 3,526,856 shares sold, net +1,172,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Frazier Life Sciences Management, L.P. | 2.74% | No change | 5,985,347 | $68.3M |
| Orbimed Advisors LLC | 1.15% | No change | 4,002,887 | $45.7M |
| NEA Management Company, LLC | 3.10% | No change | 3,614,486 | $41.2M |
| Wellington Management Group LLP | 0.00% | Reduce -14.1% | 2,266,628 | $25.9M |
| Deep Track Capital, LP | 0.80% | Reduce -27.5% | 2,188,592 | $25.0M |
| NVP Associates, LLC | 13.24% | No change | 2,136,335 | $24.4M |
| Driehaus Capital Management LLC | 0.14% | Reduce -0.5% | 1,571,906 | $17.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.3% | 1,346,910 | $15.4M |
| MPM Bioimpact LLC | 2.56% | Add +14.3% | 1,294,416 | $14.8M |
| EcoR1 Capital, LLC | 0.78% | Reduce -8.7% | 1,149,794 | $13.1M |
| Vanguard Group Inc. | 0.00% | Add +56.8% | 1,043,684 | $11.9M |
| BlackRock, Inc. | 0.00% | Add +29.2% | 1,011,546 | $11.5M |
| Point72 Asset Management | 0.03% | Add +781.4% | 973,787 | $11.1M |
| Woodline Partners LP | 0.05% | Add +2.7% | 901,103 | $10.3M |
| Parkman Healthcare Partners LLC | 1.15% | Add +165.6% | 871,933 | $9.9M |
| Millennium Management | 0.01% | Add +349.9% | 766,840 | $8.7M |
| Cormorant Asset Management, LP | 0.59% | No change | 700,000 | $8.0M |
| TCG Crossover Management, LLC | 0.85% | No change | 650,000 | $7.4M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +214.7% | 631,413 | $7.2M |
| Franklin Resources Inc. | 0.00% | Add +34.0% | 494,852 | $5.6M |
| Ra Capital Management, L.P. | 0.07% | Reduce -75.0% | 377,841 | $4.3M |
| Geode Capital Management, LLC | 0.00% | Add +27.0% | 348,447 | $4.0M |
| State Street Corp. | 0.00% | Add +49.6% | 265,119 | $3.0M |
| Sio Capital Management, LLC | 1.10% | New | 241,000 | $2.7M |
| Opaleye Management Inc. | 0.56% | Reduce -4.3% | 239,319 | $2.7M |
| Sectoral Asset Management Inc. | 1.45% | New | 191,825 | $2.2M |
| TD Asset Management Inc | 0.00% | Add +13.1% | 171,304 | $2.0M |
| Stempoint Capital LP | 0.52% | Add +46.0% | 141,021 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +19.8% | 115,594 | $1.3M |
| Platinum Investment Management Ltd. | 0.09% | Reduce -39.4% | 112,743 | $1.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.7% | 107,483 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +73.8% | 87,097 | $994K |
| Walleye Capital LLC | 0.01% | Add +116.5% | 70,333 | $803K |
| Exome Asset Management LLC | 0.59% | Reduce -52.6% | 63,076 | $720K |
| FMR LLC | 0.00% | Add +38.6% | 61,333 | $700K |
| Barclays PLC | 0.00% | Add +395.4% | 58,541 | $668K |
| Aaron Wealth Advisors LLC | 0.06% | No change | 50,000 | $571K |
| Resolute Capital Asset Partners LLC | 0.30% | New | 49,670 | $567K |
| Bank of America Corp. | 0.00% | Add +50.9% | 42,387 | $484K |
| Bank of New York Mellon Corp | 0.00% | Add +59.1% | 38,032 | $434K |
| Rockefeller Capital Management L.P. | 0.00% | New | 34,135 | $389K |
| Koa Wealth Management, LLC | 0.29% | Add +63.7% | 31,752 | $362K |
| UBS Group AG | 0.00% | Add +12.6% | 30,967 | $353K |
| Bridgeway Capital Management, LLC | 0.01% | New | 29,200 | $333K |
| Susquehanna International Group, LLP | 0.00% | Add +102.3% | 27,632 | $315K |
| Morgan Stanley | 0.00% | Reduce -79.0% | 24,008 | $274K |
| Rhumbline Advisers | 0.00% | Add +171.6% | 23,662 | $270K |
| Nuveen, LLC | 0.00% | Add +53.0% | 22,143 | $253K |
| Alps Advisors Inc. | 0.00% | Reduce -30.7% | 18,048 | $206K |
| AQR Capital Management | 0.00% | New | 18,001 | $205K |
| Prelude Capital Management, LLC | 0.02% | Reduce -61.2% | 15,617 | $178K |
| Intech Investment Management LLC | 0.00% | Add +33.0% | 14,271 | $163K |
| XTX Topco Ltd | 0.01% | New | 11,861 | $135K |
| MetLife Investment Management, LLC | 0.00% | New | 11,018 | $126K |
| Wells Fargo & Company | 0.00% | Add +83.1% | 10,943 | $125K |
| Alliancebernstein L.P. | 0.00% | New | 10,500 | $120K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +40.4% | 9,329 | $106K |
| Virtus Investment Advisers, LLC | 0.03% | Add +9.6% | 8,772 | $100K |
| Deutsche Bank AG | 0.00% | No change | 8,762 | $100K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.9% | 8,184 | $93K |
| Quarry LP | 0.02% | New | 8,000 | $91K |
| Citigroup Inc. | 0.00% | Reduce -94.1% | 5,723 | $65K |
| New York State Common Retirement Fund | 0.00% | No change | 4,300 | $49K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,143 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +54.6% | 2,110 | $24K |
| Cwm, LLC | 0.00% | Add +1215.3% | 1,802 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,592 | $18K |
| Legal & General Group Plc | 0.00% | Add +40.1% | 1,551 | $18K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.7% | 1,329 | $15K |
| Royal Bank of Canada | 0.00% | Add +104.4% | 1,298 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,177 | $13K |
| California State Teachers Retirement System | 0.00% | Add +27.9% | 1,064 | $12K |
| Raymond James Financial Inc. | 0.00% | New | 761 | $9K |
| STRS Ohio | 0.00% | No change | 700 | $8K |
| Sterling Capital Management LLC | 0.00% | Add +405.5% | 460 | $5K |
| Simplex Trading, LLC | 0.00% | New | 411 | $4K |
| Amalgamated Bank | 0.00% | No change | 384 | $4K |
| US Bancorp \de | 0.00% | Add +2.1% | 337 | $4K |
| GAMMA Investing LLC | 0.00% | Add +1395.0% | 299 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 109 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 108 | $1K |
| Signaturefd, LLC | 0.00% | New | 101 | $1K |
| Rise Advisors, LLC | 0.00% | New | 68 | $776 |
| Russell Investments Group, Ltd. | 0.00% | New | 35 | $399 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +222.2% | 29 | $331 |
| Allworth Financial LP | 0.00% | New | 25 | $286 |
| Rothschild Investment LLC | 0.00% | New | 20 | $228 |
| Essential Partners LLC | 0.00% | — | 2 | $23 |
"% of holder's portfolio" is MBX's weight in each manager's 13F, not the share of MBX Biosciences Inc. the manager owns.