MBX Biosciences, Inc. (MBX) — Institutional Holders, Q2 2026
173 institutional investment managers reported a MBX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MBX in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Paradigm Biocapital AdvisorsNew · +2,508,015 sh+$138.4M
- FMRAdded · +2,386,201 sh+$131.7M
- WELLINGTON MANAGEMENT GROUP LLPAdded · +1,785,699 sh+$98.6M
- BlackRockAdded · +382,266 sh+$21.1M
- MARSHALL WACE, LLPAdded · +339,182 sh+$18.7M
Biggest sellers
- Deep Track CapitalTrimmed · -1,025,000 sh-$56.6M
- CITADEL ADVISORSSold out · -932,833 sh-$51.5M
- BRAIDWELLTrimmed · -781,587 sh-$43.1M
- Caligan PartnersTrimmed · -648,590 sh-$35.8M
- Cormorant Asset ManagementTrimmed · -570,000 sh-$31.5M
MBX 13F holders ranked 1–100 of 173
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Frazier Life Sciences Management, L.P.#1 · 6,652,013 sh | 6,652,013 | $367.2M | 8.00% | 0.0% |
| 2 | FMR#2 · 5,322,885 sh | 5,322,885 | $293.8M | 0.01% | +81.3% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP#3 · 4,977,523 sh | 4,977,523 | $274.8M | 0.05% | +55.9% |
| 4 | NEA Management Company#4 · 3,614,486 sh | 3,614,486 | $199.5M | 12.56% | 0.0% |
| 5 | ORBIMED ADVISORS#5 · 3,428,736 sh | 3,428,736 | $189.3M | 3.51% | -5.7% |
| 6 | BlackRock#6 · 3,323,672 sh | 3,323,672 | $183.5M | <0.01% | +13.0% |
| 7 | Paradigm Biocapital Advisors#7 · 2,508,015 sh | 2,508,015 | $138.4M | 2.59% | New |
| 8 | NVP Associates#8 · 2,136,335 sh | 2,136,335 | $117.9M | 35.93% | 0.0% |
| 9 | Deep Track Capital#9 · 1,732,569 sh | 1,732,569 | $95.6M | 1.39% | -37.2% |
| 10 | Polar Capital Plc#10 · 1,608,514 sh | 1,608,514 | $88.8M | 0.21% | -0.8% |
| 11 | VANGUARD CAPITAL MANAGEMENT#11 · 1,477,388 sh | 1,477,388 | $81.6M | <0.01% | 0.0% |
| 12 | Aaron Wealth Advisors#12 · 1,167,799 sh | 1,167,799 | $64.5M | — | 0.0% |
| 13 | DRIEHAUS CAPITAL MANAGEMENT#13 · 1,056,579 sh | 1,056,579 | $58.3M | 0.34% | +3.8% |
| 14 | Kynam Capital Management#14 · 934,799 sh | 934,799 | $51.6M | 2.85% | 0.0% |
| 15 | Woodline Partners#15 · 900,092 sh | 900,092 | $49.7M | 0.15% | 0.0% |
| 16 | EVENTIDE ASSET MANAGEMENT#16 · 873,492 sh | 873,492 | $48.2M | 0.64% | -1.9% |
| 17 | STATE STREET#17 · 864,466 sh | 864,466 | $47.7M | <0.01% | +9.8% |
| 18 | PRICE T ROWE ASSOCIATES#18 · 814,807 sh | 814,807 | $45.0M | <0.01% | -20.8% |
| 19 | Parkman Healthcare Partners#19 · 800,173 sh | 800,173 | $44.2M | 4.52% | 0.0% |
| 20 | GEODE CAPITAL MANAGEMENT#20 · 773,072 sh | 773,072 | $42.7M | <0.01% | +15.3% |
| 21 | BRAIDWELL#21 · 710,880 sh | 710,880 | $39.2M | 1.45% | -52.4% |
| 22 | TCG Crossover Management#22 · 650,000 sh | 650,000 | $35.9M | 0.86% | 0.0% |
| 23 | Cormorant Asset Management#23 · 550,000 sh | 550,000 | $30.4M | 1.56% | -50.9% |
| 24 | Soleus Capital Management, L.P.#24 · 515,279 sh | 515,279 | $28.4M | 0.98% | +188.0% |
| 25 | GOLDMAN SACHS GROUP#25 · 459,005 sh | 459,005 | $25.3M | <0.01% | +0.2% |
| 26 | MARSHALL WACE, LLP#26 · 401,885 sh | 401,885 | $22.2M | 0.02% | +540.9% |
| 27 | EcoR1 Capital#27 · 388,500 sh | 388,500 | $21.4M | 1.04% | -50.0% |
| 28 | VANGUARD PORTFOLIO MANAGEMENT#28 · 346,717 sh | 346,717 | $19.1M | <0.01% | +18.2% |
| 29 | BANK OF AMERICA#29 · 298,927 sh | 298,927 | $16.5M | <0.01% | +939.7% |
| 30 | Rock Springs Capital Management#30 · 298,218 sh | 298,218 | $16.5M | 0.80% | +3.6% |
| 31 | Candriam S.C.A.#31 · 289,893 sh | 289,893 | $16.0M | 0.07% | -1.5% |
| 32 | UBS Group AG#32 · 272,747 sh | 272,747 | $15.1M | <0.01% | -21.4% |
| 33 | Opaleye Management#33 · 260,000 sh | 260,000 | $14.4M | 1.30% | 0.0% |
| 34 | FRANKLIN RESOURCES#34 · 252,665 sh | 252,665 | $13.9M | <0.01% | New |
| 35 | Schonfeld Strategic Advisors#35 · 248,670 sh | 248,670 | $13.7M | 0.05% | +100.8% |
| 36 | MORGAN STANLEY#36 · 248,558 sh | 248,558 | $13.7M | <0.01% | +687.5% |
| 37 | NORTHERN#37 · 246,678 sh | 246,678 | $13.6M | <0.01% | +17.1% |
| 38 | DIMENSIONAL FUND ADVISORS#38 · 233,700 sh | 233,700 | $12.9M | <0.01% | +399.9% |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT#39 · 233,095 sh | 233,095 | $12.9M | <0.01% | +8.5% |
| 40 | MILLENNIUM MANAGEMENT#40 · 226,151 sh | 226,151 | $12.5M | <0.01% | -59.9% |
| 41 | TFG Asset Management GP Ltd#41 · 203,543 sh | 203,543 | $11.2M | 1.77% | +39.9% |
| 42 | VANGUARD FIDUCIARY#42 · 201,429 sh | 201,429 | $11.1M | <0.01% | +18.4% |
| 43 | Caligan Partners#43 · 200,000 sh | 200,000 | $11.0M | 0.52% | -76.4% |
| 44 | D. E. Shaw#44 · 182,767 sh | 182,767 | $10.1M | <0.01% | -36.7% |
| 45 | JPMORGAN CHASE#45 · 139,611 sh | 139,611 | $7.5M | <0.01% | -5.1% |
| 46 | KVP Capital Advisors#46 · 121,524 sh | 121,524 | $6.7M | 4.92% | 0.0% |
| 47 | TWO SIGMA INVESTMENTS#47 · 113,475 sh | 113,475 | $6.3M | <0.01% | -1.4% |
| 48 | Burkehill Global Management#48 · 100,000 sh | 100,000 | $5.5M | 0.20% | 0.0% |
| 49 | Nuveen#49 · 98,733 sh | 98,733 | $5.5M | <0.01% | +20.7% |
| 50 | TD ASSET MANAGEMENT#50 · 95,598 sh | 95,598 | $5.3M | <0.01% | -17.6% |
| 51 | Elmind Capital#51 · 91,000 sh | 91,000 | $5.0M | 1.26% | -56.9% |
| 52 | Bank of New York Mellon#52 · 88,927 sh | 88,927 | $4.9M | <0.01% | +10.9% |
| 53 | PRUDENTIAL FINANCIAL#53 · 88,045 sh | 88,045 | $4.9M | <0.01% | New |
| 54 | BARCLAYS PLC#54 · 87,854 sh | 87,854 | $4.8M | <0.01% | +642.1% |
| 55 | Affinity Asset Advisors#55 · 75,000 sh | 75,000 | $4.1M | 0.19% | -50.0% |
| 56 | PFM Health Sciences#56 · 70,971 sh | 70,971 | $3.9M | 0.34% | -1.3% |
| 57 | BOOTHBAY FUND MANAGEMENT#57 · 70,353 sh | 70,353 | $3.9M | 0.05% | -66.2% |
| 58 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#58 · 66,112 sh | 66,112 | $3.6M | <0.01% | -27.1% |
| 59 | MOORE CAPITAL MANAGEMENT#59 · 64,893 sh | 64,893 | $3.6M | 0.05% | New |
| 60 | Rhenman & Partners Asset Management AB#60 · 62,000 sh | 62,000 | $3.4M | 0.32% | New |
| 61 | Invesco Ltd.#61 · 50,678 sh | 50,678 | $2.8M | <0.01% | +84.1% |
| 62 | ALPS ADVISORS#62 · 48,012 sh | 48,012 | $2.7M | 0.01% | +31.4% |
| 63 | PLATINUM INVESTMENT MANAGEMENT LTD#63 · 43,597 sh | 43,597 | $2.4M | 0.59% | 0.0% |
| 64 | Swiss National Bank#64 · 42,900 sh | 42,900 | $2.4M | <0.01% | -3.4% |
| 65 | Ensign Peak Advisors#65 · 42,156 sh | 42,156 | $2.3M | <0.01% | New |
| 66 | ALGERT GLOBAL#66 · 42,070 sh | 42,070 | $2.3M | 0.03% | +16.8% |
| 67 | Creative Planning#67 · 39,524 sh | 39,524 | $2.2M | <0.01% | +9.9% |
| 68 | RHUMBLINE ADVISERS#68 · 37,196 sh | 37,196 | $2.1M | <0.01% | +9.8% |
| 69 | DEUTSCHE BANK AG\#69 · 31,693 sh | 31,693 | $1.7M | <0.01% | +38.1% |
| 70 | Optimize Financial#70 · 28,916 sh | 28,916 | $1.6M | 0.29% | +99.3% |
| 71 | WELLS FARGO & COMPANY#71 · 28,313 sh | 28,313 | $1.6M | <0.01% | +163.1% |
| 72 | EXCHANGE TRADED CONCEPTS#72 · 27,421 sh | 27,421 | $1.5M | <0.01% | -20.0% |
| 73 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#73 · 26,684 sh | 26,684 | $1.5M | <0.01% | +181.3% |
| 74 | VOYA INVESTMENT MANAGEMENT#74 · 26,132 sh | 26,132 | $1.4M | <0.01% | New |
| 75 | Universal- Beteiligungs- und Servicegesellschaft mbH#75 · 25,800 sh | 25,800 | $1.4M | <0.01% | New |
| 76 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#76 · 25,377 sh | 25,377 | $1.4M | <0.01% | New |
| 77 | CITIGROUP#77 · 25,122 sh | 25,122 | $1.4M | <0.01% | +86.1% |
| 78 | AMERICAN CENTURY COMPANIES#78 · 22,680 sh | 22,680 | $1.3M | <0.01% | +159.9% |
| 79 | AQR CAPITAL MANAGEMENT#79 · 22,591 sh | 22,591 | $1.2M | <0.01% | -17.5% |
| 80 | Legal & General Group Plc#80 · 21,583 sh | 21,583 | $1.2M | <0.01% | +11.5% |
| 81 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#81 · 21,344 sh | 21,344 | $1.2M | <0.01% | +194.9% |
| 82 | Cerity Partners#82 · 20,997 sh | 20,997 | $1.2M | <0.01% | -0.8% |
| 83 | Vanguard Global Advisers#83 · 18,969 sh | 18,969 | $1.0M | <0.01% | +18.3% |
| 84 | MetLife Investment Management#84 · 18,250 sh | 18,250 | $1.0M | <0.01% | +13.9% |
| 85 | Russell Investments Group, Ltd.#85 · 18,162 sh | 18,162 | $1.0M | <0.01% | +371.0% |
| 86 | Koa Wealth Management#86 · 17,113 sh | 17,113 | $944.6K | — | -4.5% |
| 87 | ALLIANCEBERNSTEIN L.P.#87 · 31,000 sh | 31,000 | $925.4K | <0.01% | +1.6% |
| 88 | STATE OF WISCONSIN INVESTMENT BOARD#88 · 15,971 sh | 15,971 | $881.6K | <0.01% | -17.1% |
| 89 | VANGUARD ASSET MANAGEMENT, Ltd#89 · 14,752 sh | 14,752 | $814.3K | <0.01% | 0.0% |
| 90 | Sound Capital Solutions#90 · 14,458 sh | 14,458 | $798.1K | 0.19% | — |
| 91 | MIRAE ASSET GLOBAL ETFS Ltd.#91 · 14,292 sh | 14,292 | $788.9K | <0.01% | +7.3% |
| 92 | DAFNA Capital Management#92 · 11,809 sh | 11,809 | $651.9K | 0.12% | -93.3% |
| 93 | HighVista Strategies#93 · 11,634 sh | 11,634 | $642.2K | 0.15% | +1.4% |
| 94 | NEW YORK STATE COMMON RETIREMENT FUND#94 · 11,000 sh | 11,000 | $607.2K | <0.01% | +22.2% |
| 95 | Jupiter Topco#95 · 10,300 sh | 10,300 | $568.3K | <0.01% | — |
| 96 | FRED ALGER MANAGEMENT#96 · 9,877 sh | 9,877 | $545.2K | <0.01% | New |
| 97 | BNP PARIBAS FINANCIAL MARKETS#97 · 9,860 sh | 9,860 | $544.3K | <0.01% | -5.0% |
| 98 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#98 · 9,777 sh | 9,777 | $539.7K | <0.01% | New |
| 99 | Virtus Investment Advisers#99 · 9,215 sh | 9,215 | $508.7K | 0.12% | +0.9% |
| 100 | China Universal Asset Management , Ltd.#100 · 9,175 sh | 9,175 | $506.5K | 0.03% | +15.1% |
Funds that sold out of MBX in Q2 2026 (21)
Held MBX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| CITADEL ADVISORS932,833 sh | 932,833 | $27.8M |
| StemPoint Capital499,469 sh | 499,469 | $14.9M |
| Squarepoint Ops97,215 sh | 97,215 | $2.9M |
| VICTORY CAPITAL MANAGEMENT71,028 sh | 71,028 | $2.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP57,322 sh | 57,322 | $1.5M |
| ExodusPoint Capital Management28,087 sh | 28,087 | $838.4K |
| Swiss Life Asset Management Ltd12,130 sh | 12,130 | $657.2K |
| Engineers Gate Manager17,380 sh | 17,380 | $518.8K |
| Qube Research & Technologies Ltd17,187 sh | 17,187 | $513.0K |
| Jump Financial12,700 sh | 12,700 | $379.1K |
| Verition Fund Management10,222 sh | 10,222 | $305.1K |
| Aquatic Capital Management10,155 sh | 10,155 | $303.1K |
| ACADIAN ASSET MANAGEMENT8,823 sh | 8,823 | $262.0K |
| Orion Porfolio Solutions7,951 sh | 7,951 | $237.3K |
| BRIDGEWAY CAPITAL MANAGEMENT7,500 sh | 7,500 | $223.9K |
| LOS ANGELES CAPITAL MANAGEMENT5,600 sh | 5,600 | $167.2K |
| Cygnus Capital Advisors1,800 sh | 1,800 | $54.0K |
| Versant Capital Management24 sh | 24 | $716.00 |
| MAI Capital Management7 sh | 7 | $209.00 |
| True Wealth Design2 sh | 2 | $60.00 |
| IFP Advisors1 sh | 1 | $30.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.