MBX BiosciencesMBX
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 157 institutions reported holding MBX Biosciences Inc. (MBX) in their 13F filings, up 19 from Q4 2025. 33 opened new positions and 18 sold out. The largest holders were Frazier Life Sciences Management, L.P. ($198.6M), Orbimed Advisors LLC ($108.6M) and NEA Management Company, LLC ($107.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $102.5M |
| Exits | 18 | $43.5M |
All 13F filers, Q4 2025 → Q1 2026: 9,473,836 shares bought and 5,526,827 shares sold, net +3,947,009 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| Frazier Life Sciences Management, L.P. | 5.12% | No change | 6,652,013 | $198.6M |
| Orbimed Advisors LLC | 2.46% | Reduce -7.6% | 3,637,887 | $108.6M |
| NEA Management Company, LLC | 6.13% | No change | 3,614,486 | $107.9M |
| Wellington Management Group LLP | 0.02% | Reduce -4.7% | 3,191,824 | $95.3M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 2,941,406 | $87.8M |
| FMR LLC | 0.00% | Add +18550.3% | 2,936,684 | $87.7M |
| Deep Track Capital, LP | 1.70% | Reduce -15.2% | 2,757,569 | $82.3M |
| NVP Associates, LLC | 36.20% | No change | 2,136,335 | $63.8M |
| Polar Capital Holdings Plc | 0.21% | New | 1,622,186 | $48.4M |
| Braidwell LP | 1.70% | Add +46.5% | 1,492,467 | $44.6M |
| Vanguard Capital Management LLC | 0.00% | — | 1,477,592 | $44.1M |
| Aaron Wealth Advisors LLC | 2.01% | Add +1568.8% | 1,168,176 | $34.9M |
| Cormorant Asset Management, LP | 1.69% | No change | 1,120,000 | $33.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.4% | 1,029,007 | $30.7M |
| Driehaus Capital Management LLC | 0.22% | Reduce -27.7% | 1,018,212 | $30.4M |
| Kynam Capital Management, LP | 1.77% | No change | 934,799 | $27.9M |
| Citadel Advisors | 0.02% | Add +15.2% | 932,833 | $27.8M |
| Woodline Partners LP | 0.10% | Reduce -10.0% | 900,063 | $26.9M |
| Eventide Asset Management, LLC | 0.44% | No change | 890,000 | $26.6M |
| Caligan Partners LP | 1.79% | New | 848,590 | $25.3M |
| Parkman Healthcare Partners LLC | 2.48% | Reduce -9.7% | 800,037 | $23.9M |
| State Street Corp. | 0.00% | Add +17.0% | 787,208 | $23.5M |
| EcoR1 Capital, LLC | 0.99% | Reduce -63.4% | 777,000 | $23.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 670,385 | $20.0M |
| TCG Crossover Management, LLC | 0.56% | No change | 650,000 | $19.4M |
| Millennium Management | 0.01% | Add +22.1% | 564,415 | $16.8M |
| Stempoint Capital LP | 2.87% | Add +535.8% | 499,469 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.0% | 457,945 | $13.7M |
| UBS Group AG | 0.00% | Add +23.4% | 346,914 | $10.4M |
| Candriam S.C.A. | 0.05% | New | 294,374 | $8.8M |
| Vanguard Portfolio Management LLC | 0.00% | — | 293,295 | $8.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -57.0% | 288,889 | $8.6M |
| Rock Springs Capital Management LP | 0.51% | Add +1.9% | 287,967 | $8.6M |
| Opaleye Management Inc. | 1.02% | No change | 260,000 | $7.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.3% | 214,908 | $6.4M |
| Elmind Capital, LP | 1.79% | No change | 211,000 | $6.3M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 210,575 | $6.3M |
| Boothbay Fund Management, LLC | 0.15% | New | 208,049 | $6.2M |
| Soleus Capital Management, L.P. | 0.22% | Reduce -56.3% | 178,897 | $5.3M |
| DAFNA Capital Management LLC | 1.21% | Add +6.2% | 175,465 | $5.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 170,154 | $5.1M |
| Goelzer Investment Management, Inc. | 0.24% | Reduce -25.9% | 164,172 | $4.9M |
| Affinity Asset Advisors, LLC | 0.27% | Reduce -40.0% | 150,000 | $4.5M |
| Tetragon Partners GP Ltd | 0.85% | Add +1.5% | 145,480 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +904.1% | 147,057 | $4.0M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -25.9% | 123,814 | $3.7M |
| KVP Capital Advisors, LP | 2.71% | No change | 121,524 | $3.6M |
| TD Asset Management Inc | 0.00% | Add +14.3% | 115,998 | $3.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -17.0% | 115,075 | $3.4M |
| Burkehill Global Management, LP | 0.16% | No change | 100,000 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Add +108.2% | 97,215 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +30.3% | 90,634 | $2.7M |
| Nuveen, LLC | 0.00% | Add +8.2% | 81,792 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.6% | 80,222 | $2.4M |
| PFM Health Sciences, LP | 0.23% | Reduce -9.3% | 71,894 | $2.1M |
| Victory Capital Management Inc. | 0.00% | New | 71,028 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 62,703 | $1.9M |
| XTX Topco Ltd | 0.03% | Add +164.2% | 53,210 | $1.6M |
| Schroder Investment Management Group | 0.00% | Reduce -22.3% | 57,322 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | New | 46,753 | $1.4M |
| Swiss National Bank | 0.00% | New | 44,400 | $1.3M |
| Platinum Investment Management Ltd. | 0.33% | No change | 43,597 | $1.3M |
| Alps Advisors Inc. | 0.01% | Reduce -0.9% | 36,550 | $1.1M |
| Algert Global LLC | 0.02% | New | 36,020 | $1.1M |
| Creative Planning | 0.00% | Add +6.9% | 35,970 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | New | 34,264 | $1.0M |
| Rhumbline Advisers | 0.00% | Add +1.4% | 33,871 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Add +9.3% | 30,500 | $962K |
| Morgan Stanley | 0.00% | Reduce -46.5% | 31,562 | $942K |
| Bank of America Corp. | 0.00% | Reduce -24.1% | 28,750 | $858K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -50.7% | 28,087 | $838K |
| Invesco Ltd. | 0.00% | Add +29.8% | 27,525 | $822K |
| AQR Capital Management | 0.00% | Reduce -12.8% | 27,387 | $818K |
| Deutsche Bank AG | 0.00% | Add +14.6% | 22,950 | $685K |
| California State Teachers Retirement System | 0.00% | Add +1197.9% | 22,765 | $680K |
| Swiss Life Asset Management Ltd | 0.00% | New | 12,130 | $657K |
| Cerity Partners LLC | 0.00% | Reduce -0.8% | 21,163 | $632K |
| Legal & General Group Plc | 0.00% | Add +662.4% | 19,358 | $578K |
| State of Wisconsin Investment Board | 0.00% | New | 19,262 | $575K |
| Koa Wealth Management, LLC | 0.39% | Reduce -2.7% | 17,913 | $535K |
| Engineers Gate Manager LP | 0.01% | New | 17,380 | $519K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -26.0% | 17,187 | $513K |
| Vanguard Global Advisers, LLC | 0.00% | — | 16,028 | $478K |
| MetLife Investment Management, LLC | 0.00% | No change | 16,018 | $478K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 14,752 | $440K |
| Optimize Financial Inc. | 0.21% | New | 14,508 | $433K |
| Citigroup Inc. | 0.00% | Reduce -17.6% | 13,499 | $403K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.5% | 13,325 | $398K |
| Jump Financial, LLC | 0.01% | New | 12,700 | $379K |
| Barclays PLC | 0.00% | Reduce -77.5% | 11,838 | $353K |
| HighVista Strategies LLC | 0.09% | New | 11,472 | $342K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -6.0% | 10,900 | $325K |
| Wells Fargo & Company | 0.00% | Reduce -66.3% | 10,762 | $321K |
| BNP Paribas Financial Markets | 0.00% | Add +53.1% | 10,384 | $310K |
| Janus Henderson Group PLC | 0.00% | New | 10,300 | $308K |
| Verition Fund Management LLC | 0.00% | Reduce -82.3% | 10,222 | $305K |
| Aquatic Capital Management LLC | 0.01% | New | 10,155 | $303K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.6% | 9,487 | $283K |
| Virtus Investment Advisers, LLC | 0.08% | Add +2.5% | 9,131 | $273K |
| Act Capital Management, LLC | 0.21% | New | 9,000 | $269K |
"% of holder's portfolio" is MBX's weight in each manager's 13F, not the share of MBX Biosciences Inc. the manager owns.