MBX BiosciencesMBX
13F holders, Q4 2025 (December 31)138holders +20
39new positions
25sold out
6famous investors
$31.54avg. 13F price*
At the end of Q4 2025, 138 institutions reported holding MBX Biosciences Inc. (MBX) in their 13F filings, up 20 from Q3 2025. 39 opened new positions and 25 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($209.8M), Orbimed Advisors LLC ($124.1M) and NEA Management Company, LLC ($114.0M). 6 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- MBX Biosciences Inc.
- CUSIP
- 55287L101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $108.2M |
| Exits | 25 | $44.7M |
All 13F filers, Q3 2025 → Q4 2025: 6,563,101 shares bought and 6,592,164 shares sold, net −29,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Frazier Life Sciences Management, L.P. | 5.65% | No change | 6,652,013 | $209.8M |
| Orbimed Advisors LLC | 2.54% | Reduce -1.7% | 3,935,203 | $124.1M |
| NEA Management Company, LLC | 5.81% | No change | 3,614,486 | $114.0M |
| Wellington Management Group LLP | 0.02% | Reduce -30.6% | 3,349,961 | $105.7M |
| Deep Track Capital, LP | 2.34% | Add +3.2% | 3,249,790 | $102.5M |
| BlackRock, Inc. | 0.00% | Add +49.2% | 2,919,756 | $92.1M |
| NVP Associates, LLC | 26.40% | No change | 2,136,335 | $67.4M |
| EcoR1 Capital, LLC | 3.07% | No change | 2,123,604 | $67.0M |
| Vanguard Group Inc. | 0.00% | Add +8.4% | 1,817,811 | $57.3M |
| Driehaus Capital Management LLC | 0.30% | Reduce -8.5% | 1,408,159 | $44.4M |
| Cormorant Asset Management, LP | 2.00% | Reduce -8.6% | 1,120,000 | $35.3M |
| Braidwell LP | 1.23% | New | 1,018,600 | $32.1M |
| Woodline Partners LP | 0.12% | Reduce -16.7% | 1,000,063 | $31.5M |
| Kynam Capital Management, LP | 1.92% | Reduce -53.3% | 934,799 | $29.5M |
| Eventide Asset Management, LLC | 0.44% | New | 890,000 | $28.1M |
| Parkman Healthcare Partners LLC | 2.66% | Add +14.5% | 885,639 | $27.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -12.0% | 840,506 | $26.5M |
| Citadel Advisors | 0.02% | Reduce -18.7% | 809,857 | $25.5M |
| Point72 Asset Management | 0.04% | Add +8.4% | 680,609 | $21.5M |
| State Street Corp. | 0.00% | Add +110.7% | 672,740 | $21.2M |
| D. E. Shaw & Co. | 0.02% | New | 671,838 | $21.2M |
| TCG Crossover Management, LLC | 0.68% | No change | 650,000 | $20.5M |
| Geode Capital Management, LLC | 0.00% | Add +37.0% | 649,391 | $20.5M |
| Millennium Management | 0.01% | Reduce -29.5% | 462,049 | $14.6M |
| Soleus Capital Management, L.P. | 0.55% | Add +48.7% | 408,900 | $12.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.3% | 331,938 | $10.5M |
| Trails Edge Capital Partners, LP | 2.46% | — | 315,158 | $9.9M |
| Rock Springs Capital Management LP | 0.46% | No change | 282,624 | $8.9M |
| UBS Group AG | 0.00% | Add +363.1% | 281,212 | $8.9M |
| Opaleye Management Inc. | 1.08% | Add +2.8% | 260,000 | $8.2M |
| Affinity Asset Advisors, LLC | 0.58% | Add +51.5% | 250,000 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +30.7% | 222,180 | $7.0M |
| Goelzer Investment Management, Inc. | 0.32% | New | 221,672 | $7.0M |
| Elmind Capital, LP | 1.96% | — | 211,000 | $6.7M |
| Northern Trust Corp. | 0.00% | Add +43.2% | 190,881 | $6.0M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -40.9% | 167,125 | $5.3M |
| DAFNA Capital Management LLC | 1.23% | Add +94.4% | 165,265 | $5.2M |
| Tetragon Partners GP Ltd | 0.95% | Reduce -19.4% | 143,327 | $4.5M |
| Two Sigma Investments, LP | 0.01% | Add +919.9% | 138,571 | $4.4M |
| KVP Capital Advisors, LP | 3.96% | — | 121,524 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +366.9% | 119,726 | $3.8M |
| TD Asset Management Inc | 0.00% | Reduce -14.6% | 101,450 | $3.2M |
| Burkehill Global Management, LP | 0.22% | No change | 100,000 | $3.2M |
| Jane Street Group, LLC | 0.00% | New | 86,581 | $2.7M |
| PFM Health Sciences, LP | 0.26% | Reduce -64.2% | 79,310 | $2.5M |
| Stempoint Capital LP | 0.43% | Add +4.7% | 78,553 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | New | 77,601 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 76,528 | $2.4M |
| Nuveen, LLC | 0.00% | Add +241.3% | 75,565 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +57.7% | 75,262 | $2.4M |
| Schroder Investment Management Group | 0.00% | Reduce -12.0% | 73,736 | $2.3M |
| Aaron Wealth Advisors LLC | 0.12% | Add +40.0% | 70,000 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.7% | 69,551 | $2.2M |
| Morgan Stanley | 0.00% | Add +31.6% | 59,026 | $1.9M |
| Verition Fund Management LLC | 0.01% | New | 57,575 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -43.0% | 57,005 | $1.8M |
| Barclays PLC | 0.00% | Add +143.7% | 52,691 | $1.7M |
| Acadian Asset Management LLC | 0.00% | Add +870.5% | 48,614 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 46,702 | $1.5M |
| Platinum Investment Management Ltd. | 0.32% | Reduce -37.2% | 43,597 | $1.4M |
| Bank of America Corp. | 0.00% | Add +42.4% | 37,894 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +119.0% | 36,872 | $1.2M |
| Creative Planning | 0.00% | Add +17.1% | 33,651 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +53.2% | 33,420 | $1.1M |
| Renaissance Technologies | 0.00% | New | 32,644 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +171.6% | 31,931 | $1.0M |
| AQR Capital Management | 0.00% | Add +99.3% | 31,409 | $991K |
| Alliancebernstein L.P. | 0.00% | Add +165.7% | 27,900 | $880K |
| Brevan Howard Capital Management LP | 0.02% | New | 25,663 | $809K |
| Trexquant Investment LP | 0.01% | New | 24,268 | $765K |
| Fox Run Management, L.L.C. | 0.12% | New | 23,820 | $751K |
| Qube Research & Technologies Ltd | 0.00% | New | 23,213 | $732K |
| Cerity Partners LLC | 0.00% | New | 21,323 | $673K |
| Invesco Ltd. | 0.00% | Add +79.9% | 21,203 | $669K |
| XTX Topco Ltd | 0.02% | Reduce -47.5% | 20,139 | $635K |
| Deutsche Bank AG | 0.00% | Add +83.3% | 20,027 | $632K |
| Gsa Capital Partners LLP | 0.05% | New | 19,295 | $609K |
| Koa Wealth Management, LLC | 0.40% | Reduce -31.1% | 18,413 | $581K |
| Seven Fleet Capital Management LP | 0.39% | — | 18,200 | $574K |
| Citigroup Inc. | 0.00% | Add +9108.4% | 16,391 | $517K |
| MetLife Investment Management, LLC | 0.00% | Add +45.4% | 16,018 | $505K |
| FMR LLC | 0.00% | Reduce -77.2% | 15,746 | $497K |
| China Universal Asset Management Co., Ltd. | 0.04% | Add +206.3% | 15,317 | $483K |
| JPMorgan Chase & Co. | 0.00% | Add +137.2% | 14,645 | $462K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +86.2% | 13,258 | $418K |
| American Century Companies Inc. | 0.00% | New | 12,236 | $386K |
| Canada Pension Plan Investment Board | 0.00% | New | 11,600 | $366K |
| Graham Capital Management, L.P. | 0.02% | New | 11,254 | $355K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -29.6% | 10,000 | $315K |
| Group One Trading LLC | 0.01% | New | 9,428 | $297K |
| Profund Advisors LLC | 0.01% | New | 9,214 | $291K |
| Simplex Trading, LLC | 0.01% | New | 8,925 | $281K |
| Virtus Investment Advisers, LLC | 0.08% | Reduce -16.1% | 8,910 | $281K |
| Rafferty Asset Management, LLC | 0.00% | New | 8,113 | $256K |
| Sei Investments Co. | 0.00% | New | 7,657 | $242K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +66.8% | 7,520 | $237K |
| ProShare Advisors LLC | 0.00% | New | 7,187 | $227K |
| Los Angeles Capital Management LLC | 0.00% | New | 10,360 | $226K |
| Intech Investment Management LLC | 0.00% | New | 6,858 | $216K |
| BNP Paribas Financial Markets | 0.00% | Add +134.3% | 6,784 | $214K |
| Axq Capital, LP | 0.05% | New | 6,463 | $204K |
| SG Americas Securities, LLC | 0.00% | New | 4,765 | $150K |
| New York State Common Retirement Fund | 0.00% | No change | 4,300 | $136K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +169.6% | 3,416 | $108K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 3,000 | $95K |
| Russell Investments Group, Ltd. | 0.00% | Add +92.8% | 2,856 | $90K |
| Legal & General Group Plc | 0.00% | Add +91.2% | 2,539 | $80K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +96.4% | 2,312 | $73K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,182 | $69K |
| Cygnus Capital Advisors, LLC | 0.04% | — | 1,800 | $57K |
| Cwm, LLC | 0.00% | Add +28.9% | 1,784 | $56K |
| California State Teachers Retirement System | 0.00% | Add +64.7% | 1,754 | $55K |
| Sterling Capital Management LLC | 0.00% | Add +55.1% | 1,641 | $52K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,592 | $50K |
| Royal Bank of Canada | 0.00% | Add +59.6% | 1,532 | $49K |
| Amalgamated Bank | 0.00% | Add +133.1% | 895 | $28K |
| GF Fund Management Co. LTD. | 0.00% | New | 882 | $28K |
| STRS Ohio | 0.00% | No change | 700 | $22K |
| US Bancorp \de | 0.00% | Reduce -7.4% | 312 | $10K |
| GAMMA Investing LLC | 0.00% | No change | 299 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 265 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.2% | 196 | $6K |
| Signaturefd, LLC | 0.00% | No change | 179 | $6K |
| Daiwa Securities Group Inc. | 0.00% | New | 150 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 109 | $3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 100 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 80 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 61 | $2K |
| Allworth Financial LP | 0.00% | Add +108.0% | 52 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 34 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.7% | 25 | $789 |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 24 | $757 |
| Global Retirement Partners, LLC | 0.00% | New | 19 | $599 |
| Essential Partners LLC | 0.00% | Add +650.0% | 15 | $473 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -97.0% | 10 | $315 |
| SBI Securities Co., Ltd. | 0.00% | New | 9 | $284 |
| True Wealth Design, LLC | 0.00% | New | 2 | $64 |
| IFP Advisors, Inc | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is MBX's weight in each manager's 13F, not the share of MBX Biosciences Inc. the manager owns.