MBX BiosciencesMBX

13F holders, Q3 2025 (September 30)
118holders +30
39new positions
9sold out
4famous investors
$17.50avg. 13F price*

At the end of Q3 2025, 118 institutions reported holding MBX Biosciences Inc. (MBX) in their 13F filings, up 30 from Q2 2025. 39 opened new positions and 9 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($116.4M), Wellington Management Group LLP ($84.4M) and Orbimed Advisors LLC ($70.1M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions39$103.5M
Exits9$23.1M

All 13F filers, Q2 2025 → Q3 2025: 14,670,364 shares bought and 3,719,664 shares sold, net +10,950,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

Frazier Life Sciences Management, L.P. 3.50% Add +11.1% 6,652,013 $116.4M
Wellington Management Group LLP 0.01% Add +112.8% 4,823,336 $84.4M
Orbimed Advisors LLC 1.68% No change 4,002,887 $70.1M
NEA Management Company, LLC 3.47% No change 3,614,486 $63.3M
Deep Track Capital, LP 1.54% Add +43.9% 3,150,000 $55.1M
NVP Associates, LLC 22.51% No change 2,136,335 $37.4M
EcoR1 Capital, LLC 1.79% Add +84.7% 2,123,604 $37.2M
Kynam Capital Management, LP 2.61% New 2,000,000 $35.0M
BlackRock, Inc. 0.00% Add +93.5% 1,957,461 $34.3M
Vanguard Group Inc. 0.00% Add +60.7% 1,677,362 $29.4M
Driehaus Capital Management LLC 0.19% Reduce -2.0% 1,539,639 $26.9M
Franklin Resources Inc. 0.01% Add +164.2% 1,307,288 $22.9M
Cormorant Asset Management, LP 1.48% Add +75.0% 1,225,000 $21.4M
Woodline Partners LP 0.10% Add +33.3% 1,201,150 $21.0M
Citadel Advisors 0.01% New 996,083 $17.4M
T. Rowe Price Associates Inc. 0.00% Reduce -29.1% 954,726 $16.7M
Parkman Healthcare Partners LLC 1.49% Reduce -11.3% 773,304 $13.5M
Millennium Management 0.01% Reduce -14.5% 655,416 $11.5M
TCG Crossover Management, LLC 0.56% No change 650,000 $11.4M
Point72 Asset Management 0.03% Reduce -35.5% 627,667 $11.0M
Geode Capital Management, LLC 0.00% Add +36.0% 473,932 $8.3M
Goldman Sachs Group Inc. 0.00% New 358,121 $6.3M
State Street Corp. 0.00% Add +20.4% 319,274 $5.6M
Schonfeld Strategic Advisors LLC 0.03% Reduce -55.2% 282,677 $4.9M
Rock Springs Capital Management LP 0.29% New 282,624 $4.9M
Baker Bros. Advisors LP 0.04% New 277,777 $4.9M
Soleus Capital Management, L.P. 0.26% New 275,000 $4.8M
Opaleye Management Inc. 0.63% Add +5.7% 253,000 $4.4M
Longaeva Partners L.P. 0.85% New 224,433 $3.9M
PFM Health Sciences, LP 0.34% New 221,505 $3.9M
Sectoral Asset Management Inc. 2.11% Add +1.6% 194,898 $3.4M
Tetragon Partners GP Ltd 0.75% New 177,840 $3.1M
Charles Schwab Investment Management Inc. 0.00% Add +58.2% 170,006 $3.0M
Affinity Asset Advisors, LLC 0.28% New 165,000 $2.9M
Northern Trust Corp. 0.00% Add +15.3% 133,265 $2.3M
TD Asset Management Inc 0.00% Reduce -30.6% 118,792 $2.1M
Burkehill Global Management, LP 0.10% New 100,000 $1.8M
ExodusPoint Capital Management, LP 0.02% New 100,000 $1.8M
Schroder Investment Management Group 0.00% New 83,766 $1.5M
DAFNA Capital Management LLC 0.37% New 85,000 $1.5M
Hudson Bay Capital Management LP 0.01% New 85,000 $1.5M
Murchinson Ltd. 0.28% New 80,000 $1.4M
Stempoint Capital LP 0.26% Reduce -46.8% 75,000 $1.3M
Platinum Investment Management Ltd. 0.08% Reduce -38.4% 69,428 $1.2M
FMR LLC 0.00% Add +12.5% 68,976 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -21.5% 68,376 $1.2M
UBS Group AG 0.00% Add +96.1% 60,725 $1.1M
Exome Asset Management LLC 0.61% Reduce -16.9% 52,402 $917K
Aaron Wealth Advisors LLC 0.05% No change 50,000 $875K
Ikarian Capital, LLC 0.17% New 48,071 $841K
Bank of New York Mellon Corp 0.00% Add +25.5% 47,735 $835K
Morgan Stanley 0.00% Add +86.9% 44,868 $785K
Boothbay Fund Management, LLC 0.02% New 39,498 $691K
Readystate Asset Management LP 0.07% New 38,500 $674K
XTX Topco Ltd 0.03% Add +223.6% 38,378 $672K
Ghisallo Capital Management LLC 0.02% New 38,250 $669K
Weiss Asset Management LP 0.01% New 30,823 $539K
SummitTX Capital, L.P. 0.02% New 29,310 $513K
Creative Planning 0.00% New 28,732 $503K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 28,461 $498K
Koa Wealth Management, LLC 0.35% Reduce -15.9% 26,713 $467K
Bank of America Corp. 0.00% Reduce -37.2% 26,616 $466K
Balyasny Asset Management L.P. 0.00% New 25,641 $449K
Nuveen, LLC 0.00% No change 22,143 $388K
Rhumbline Advisers 0.00% Reduce -7.8% 21,821 $382K
Barclays PLC 0.00% Reduce -63.1% 21,626 $378K
Caption Management, LLC 0.02% New 20,000 $350K
Alps Advisors Inc. 0.00% Reduce -6.7% 16,840 $295K
AQR Capital Management 0.00% Reduce -12.4% 15,764 $276K
Walleye Capital LLC 0.00% Reduce -78.4% 15,176 $266K
Silverarc Capital Management, LLC 0.04% New 15,000 $263K
Bridgeway Capital Management, LLC 0.01% Reduce -51.4% 14,200 $249K
Two Sigma Investments, LP 0.00% New 13,587 $238K
Invesco Ltd. 0.00% New 11,788 $206K
Wells Fargo & Company 0.00% Add +7.4% 11,755 $206K
MetLife Investment Management, LLC 0.00% No change 11,018 $193K
Deutsche Bank AG 0.00% Add +24.7% 10,923 $191K
Virtus Investment Advisers, LLC 0.05% Add +21.0% 10,614 $186K
Alliancebernstein L.P. 0.00% No change 10,500 $184K
Man Group plc 0.00% New 10,225 $179K
Symmetry Investments LP 0.01% New 10,000 $175K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -23.7% 7,120 $125K
Quarry LP 0.03% Reduce -18.8% 6,499 $114K
JPMorgan Chase & Co. 0.00% Reduce -24.6% 6,175 $108K
China Universal Asset Management Co., Ltd. 0.01% New 5,000 $88K
Acadian Asset Management LLC 0.00% New 5,009 $86K
Police & Firemen's Retirement System of New Jersey 0.00% Add +110.4% 4,509 $79K
New York State Common Retirement Fund 0.00% No change 4,300 $75K
Rockefeller Capital Management L.P. 0.00% Reduce -91.2% 3,000 $53K
BNP Paribas Financial Markets 0.00% Add +117.9% 2,896 $51K
Nisa Investment Advisors, LLC 0.00% No change 1,592 $28K
FNY Investment Advisers, LLC 0.01% New 1,575 $27K
Russell Investments Group, Ltd. 0.00% Add +4131.4% 1,481 $26K
Cwm, LLC 0.00% Reduce -23.2% 1,384 $24K
Legal & General Group Plc 0.00% Reduce -14.4% 1,328 $23K
Tower Research Capital LLC (TRC) 0.00% Reduce -40.0% 1,267 $22K
Ameritas Investment Partners, Inc. 0.00% No change 1,177 $21K
California State Teachers Retirement System 0.00% Add +0.1% 1,065 $19K
Sterling Capital Management LLC 0.00% Add +130.0% 1,058 $19K
Royal Bank of Canada 0.00% Reduce -26.0% 960 $17K
STRS Ohio 0.00% No change 700 $12K
Amalgamated Bank 0.00% No change 384 $7K
Arax Advisory Partners 0.00% New 398 $7K
US Bancorp \de 0.00% No change 337 $6K
Farther Finance Advisors, LLC 0.00% New 328 $6K
GAMMA Investing LLC 0.00% No change 299 $5K
PNC Financial Services Group, Inc. 0.00% New 252 $4K
Signaturefd, LLC 0.00% Add +77.2% 179 $3K
Citigroup Inc. 0.00% Reduce -96.9% 178 $3K
Physician Wealth Advisors, Inc. 0.00% No change 109 $2K
Washington Trust Advisors, Inc. 0.00% New 83 $1K
Comerica Bank 0.00% New 76 $1K
Rise Advisors, LLC 0.00% No change 68 $1K
Parallel Advisors, LLC 0.00% Reduce -43.5% 61 $1K
Allworth Financial LP 0.00% No change 25 $438
EverSource Wealth Advisors, LLC 0.00% Reduce -20.7% 23 $403
Rothschild Investment LLC 0.00% No change 20 $350
Essential Partners LLC 0.00% No change 2 $35

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