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DaveManuel.com · Institutional Ownership · Who Owns It

LEONABIO INC (LONA)

Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.

44
Reporting holders
$70.4M
Reported value
81.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+4
Holder change

Institutions report 7,665,302 shares against 9,421,663 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
PERCEPTIVE ADVISORS LLC$17.1M1,859,3220.26%4qHELD
Kalehua Capital Management LLC$7.2M787,4022.31%3qHELD
ADAR1 Capital Management, LLC$7.1M777,1000.33%3q+6.8%+$456.0K
ACORN CAPITAL ADVISORS, LLC$5.8M634,5391.59%3qHELD
NEA Management Company, LLC$4.3M464,3980.27%3qHELD
Commodore Capital LP$4.3M464,3980.25%3qHELD
TCG Crossover Management, LLC$4.3M464,3980.10%3qHELD
Spruce Street Capital LP$3.6M393,7010.71%3qHELD
Blackstone Inc.$3.0M324,6380.01%newNEW
ADAGE CAPITAL PARTNERS GP, L.L.C.$2.8M300,0000.00%newNEW
VANGUARD CAPITAL MANAGEMENT LLC$2.5M275,2330.00%2q+41.3%+$739.5K
Seven Fleet Capital Management LP$1.4M154,1530.23%3q-6.4%-$96.7K
Simplify Asset Management Inc.$1.4M149,2790.02%4qHELD
Propel Bio Management, LLC$1.4M149,2790.72%4qHELD
GEODE CAPITAL MANAGEMENT, LLC$739.5K80,4180.00%4qHELD
BlackRock, Inc.$727.7K79,1860.00%4q+41.3%+$212.6K
RENAISSANCE TECHNOLOGIES LLC$711.5K77,4240.00%4q+20.6%+$121.3K
VANGUARD FIDUCIARY TRUST CO$393.5K42,8140.00%2q+6.9%+$25.5K
BANK OF AMERICA CORP /DE/$299.2K32,5570.00%4qHELD
MILLENNIUM MANAGEMENT LLC$298.2K32,4500.00%3q+2.4%+$7.1K
Laird Norton Wetherby Trust Company, LLC$200.5K21,8180.00%4qHELD
STATE STREET CORP$150.1K16,3370.00%4qHELD
DIMENSIONAL FUND ADVISORS LP$135.4K14,7280.00%newNEW
NORTHERN TRUST CORP$132.3K14,3940.00%3qHELD
TWO SIGMA INVESTMENTS, LP$122.0K13,2760.00%3qHELD
XTX Topco Ltd$108.0K11,7490.00%newNEW
ACADIAN ASSET MANAGEMENT LLC$94.0K10,2300.00%4qHELD
CITADEL ADVISORS LLC$91.9K10,0010.00%newNEW
OSAIC HOLDINGS, INC.$42.1K4,5800.00%4q-25.9%-$14.7K
JPMORGAN CHASE & CO$17.8K2,0120.00%4q+16666.7%+$17.7K
Vanguard Global Advisers, LLC$12.2K1,3250.00%2qHELD
ROYAL BANK OF CANADA$8.0K8440.00%3q-62.1%-$13.1K
Tower Research Capital LLC (TRC)$4.0K4380.00%newNEW
American Capital Advisory, LLC$1.8K2000.00%4qHELD
UBS Group AG$1.8K1960.00%4q-84.9%-$10.1K
ROTHSCHILD INVESTMENT LLC$1.4K1500.00%4qHELD
MORGAN STANLEY$818890.00%4q-81.1%-$3.5K
US BANCORP \DE\$744810.00%4qHELD
Global Retirement Partners, LLC$477520.00%3qHELD
BARCLAYS PLC$386420.00%newNEW
JONES FINANCIAL COMPANIES LLLP$310330.00%4qHELD
BNP PARIBAS FINANCIAL MARKETS$184200.00%4q-13.0%
SBI Securities Co., Ltd.$110120.00%4qHELD
Caitong International Asset Management Co., Ltd$5560.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-2813D/ASermonix Pharmaceuticals, Inc.with 1 co-filers25.1%
2026-10-2613D/APerceptive Advisors LLCwith 3 co-filers20.0%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-10-26Portman David J.10% ownerBought3,149,470$9.9B

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20264$533.7K149,4920010.0%
Q2 202644$70.4M7,665,3027760.0%
Q1 202640$70.1M6,848,07731160.0%
Q4 202542$46.7M6,205,30013750.0%
Q3 202533$7.1M1,706,90833000.0%
Q2 20251$1810100100.0%
Q4 20241$4.0K0000100.0%
Q3 20242$17.4K0100100.0%
Q2 20242$54.9K0000100.0%
Q1 20242$60.9K0100100.0%
Q4 20232$72.8K0000100.0%
Q3 20232$71.4K0100100.0%
Q2 20232$155.8K0000100.0%
Q1 20232$164.0K0000100.0%
Q4 20222$692.2K0000100.0%
Q3 20222$675.0K0000100.0%
Q2 20224$3.0M0200100.0%
Q1 20222$10.8M0000100.0%
Q4 20213$8.1M0100100.0%
Q3 20212$350.0K0000100.0%
Q2 20212$393.0K0400100.0%