MBX BiosciencesMBX
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $103.5M |
| Exits | 9 | $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.