Skip to content
DaveManuel.com · Institutional Ownership · Who Owns It

LEXEO THERAPEUTICS INC (LXEO)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

144
Reporting holders
$417.2M
Reported value
109.1%
Of shares outstanding
0.0%
Calls
0.1%
Puts
+4
Holder change

Institutions report 89,539,950 shares against 82,046,255 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.

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
MONTANOVA CAPITAL, LLC$29.7M6,384,2000.54%3q+410.7%+$23.9M
Affinity Asset Advisors, LLC$27.0M5,807,6111.22%6q+15.0%+$3.5M
BlackRock, Inc.$26.7M5,739,4550.00%8q+12.3%+$2.9M
RA CAPITAL MANAGEMENT, L.P.$23.3M5,000,0000.20%3qHELD
Frazier Life Sciences Management, L.P.$22.5M4,824,7250.49%8q+9.0%+$1.9M
STATE STREET CORP$20.3M4,354,7570.00%10q+22.0%+$3.7M
Vestal Point Capital, LP$20.1M4,320,0000.47%10q-3.5%-$721.5K
Paradigm Biocapital Advisors LP$19.4M4,175,3820.36%3q-32.5%-$9.4M
Jupiter Topco LLC$18.4M3,954,6910.01%newFIRST
ORBIMED ADVISORS LLC$18.4M3,947,8500.34%3q+9.6%+$1.6M
CITADEL ADVISORS LLC$18.1M3,898,5700.00%11q+1.7%+$295.9K
VANGUARD CAPITAL MANAGEMENT LLC$14.6M3,125,8930.00%2q+4.0%+$553.0K
MILLENNIUM MANAGEMENT LLC$13.2M2,833,6220.00%11q+75.7%+$5.7M
Nantahala Capital Management, LLC$12.1M2,600,0000.20%3q+116.7%+$6.5M
Woodline Partners LP$11.6M2,500,5320.04%10q-9.1%-$1.2M
Balyasny Asset Management L.P.$11.2M2,412,7420.01%5q+51.8%+$3.8M
GOLDMAN SACHS GROUP INC$10.0M2,149,6120.00%10q+10.2%+$929.7K
683 Capital Management, LLC$8.7M1,875,0000.43%4q+56.2%+$3.1M
GEODE CAPITAL MANAGEMENT, LLC$8.1M1,747,9590.00%11q+15.5%+$1.1M
ADAR1 Capital Management, LLC$7.3M1,565,9500.33%9q+6.7%+$459.0K
Avoro Capital Advisors LLC$6.9M1,489,1890.06%3q-20.6%-$1.8M
Qube Research & Technologies Ltd$6.4M1,376,2220.01%3q+195.6%+$4.2M
DIMENSIONAL FUND ADVISORS LP$6.0M1,287,1850.00%5q+16.6%+$854.8K
Spruce Street Capital LP$4.3M928,5930.85%3qHELD
Blackstone Inc.$4.2M904,9590.01%11qHELD
NORTHERN TRUST CORP$4.0M867,3910.00%11q+75.7%+$1.7M
Aberdeen Group plc$3.1M675,0920.00%2q+174.5%+$2.0M
VANGUARD PORTFOLIO MANAGEMENT LLC$2.9M613,8260.00%2q+6.3%+$170.5K
Ikarian Capital, LLC$2.4M513,0110.26%8qHELD
BANK OF AMERICA CORP /DE/$2.3M490,3310.00%11qHELD
VANGUARD FIDUCIARY TRUST CO$2.0M430,6960.00%2q+11.9%+$214.0K
MORGAN STANLEY$1.8M395,1020.00%11q-1.9%-$36.4K
BNP PARIBAS FINANCIAL MARKETS$1.8M388,3980.00%10q+70.2%+$745.7K
DAFNA Capital Management LLC$1.8M377,0590.33%8qHELD
UBS Group AG$1.6M354,0440.00%10q+10.0%+$150.4K
Trexquant Investment LP$1.5M314,8910.01%newNEW
Squarepoint Ops LLC$1.4M294,7740.00%3q-7.6%-$113.2K
Hennion & Walsh Asset Management, Inc.$1.2M265,6970.04%newNEW
AQR CAPITAL MANAGEMENT LLC$1.2M256,6610.00%7q-24.4%-$386.2K
RENAISSANCE TECHNOLOGIES LLC$1.2M250,3650.00%newNEW
WELLINGTON MANAGEMENT GROUP LLP$942.1K202,3830.00%3q+17.2%+$138.2K
Nuveen, LLC$932.9K200,4170.00%6q+9.5%+$81.2K
Bank of New York Mellon Corp$856.0K183,8830.00%11q+15.7%+$116.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$803.5K172,6090.00%10q-5.2%-$44.0K
Susquehanna Portfolio Strategies, LLC$749.7K161,0620.01%5q+42.6%+$223.8K
Privium Fund Management B.V.$722.3K155,0000.13%7q-24.4%-$233.0K
XTX Topco Ltd$677.6K145,5560.01%4q+44.7%+$209.2K
FMR LLC$657.0K141,1460.00%10q+478.8%+$543.5K
BOOTHBAY FUND MANAGEMENT, LLC$634.8K136,3770.01%8qHELD
Burkehill Global Management, LP$581.9K125,0000.02%3qHELD
RAYMOND JAMES FINANCIAL INC$546.4K117,3880.00%3q+653.2%+$473.9K
Palumbo Wealth Management LLC$534.1K114,7430.11%newNEW
Fisher Asset Management, LLC$532.2K114,3220.00%newNEW
EntryPoint Capital, LLC$482.5K103,6480.12%2q+525.9%+$405.4K
JPMORGAN CHASE & CO$463.2K96,2900.00%11q+3.4%+$15.0K
ALLIANCEBERNSTEIN L.P.$446.9K77,8600.00%9q+26.0%+$92.1K
CITIGROUP INC$436.4K93,7430.00%11q+603.8%+$374.4K
DEUTSCHE BANK AG\$383.5K82,2930.00%9q+30.5%+$89.7K
RHUMBLINE ADVISERS$371.5K79,8090.00%10q+10.7%+$36.0K
Invesco Ltd.$354.8K76,2190.00%3q+20.0%+$59.1K
Virtus Investment Advisers, LLC$348.5K74,8740.08%3q+168.3%+$218.6K
Walleye Capital LLC$343.9K73,8680.00%newNEW
Creative Planning$338.1K72,6250.00%3q+8.3%+$25.8K
Rafferty Asset Management, LLC$314.4K67,5350.00%3q-33.1%-$155.3K
WELLS FARGO & COMPANY/MN$276.3K59,3650.00%11q+137.5%+$160.0K
PRICE T ROWE ASSOCIATES INC /MD/$271.0K58,1940.00%7q+34.9%+$70.1K
JANE STREET GROUP, LLC$241.1K PUToptions only0.00%4qOPTIONS
Mitsubishi UFJ Asset Management Co., Ltd.$232.7K49,9880.00%3q+95.4%+$113.6K
STATE OF WISCONSIN INVESTMENT BOARD$224.9K48,3240.00%newNEW
LOS ANGELES CAPITAL MANAGEMENT LLC$224.3K48,1760.00%4q+30.0%+$51.7K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$189.7K40,4850.00%9q+9.2%+$16.0K
MetLife Investment Management, LLC$184.1K39,5480.00%3q+11.1%+$18.5K
PROFUND ADVISORS LLC$159.7K34,3170.00%3q-24.0%-$50.5K
Russell Investments Group, Ltd.$154.9K33,2730.00%5q+401.2%+$124.0K
Dynamic Technology Lab Private Ltd$152.0K32,6510.03%newNEW
Verdad Advisers, LP$142.4K30,5910.14%newNEW
ExodusPoint Capital Management, LP$129.8K27,8800.00%2q-75.1%-$392.4K
Police & Firemen's Retirement System of New Jersey$118.9K25,5350.00%7q+56.0%+$42.6K
Quantinno Capital Management LP$113.1K24,2930.00%newNEW
Vanguard Global Advisers, LLC$108.9K23,3850.00%2q-45.1%-$89.3K
PRELUDE CAPITAL MANAGEMENT, LLC$104.7K22,5000.01%newNEW
Soltis Investment Advisors LLC$93.2K20,0160.01%6qHELD
NEW YORK STATE COMMON RETIREMENT FUND$92.6K19,8870.00%10qHELD
D. E. Shaw & Co., Inc.$92.5K19,8660.00%4q-34.8%-$49.4K
MANUFACTURERS LIFE INSURANCE COMPANY, THE$92.2K19,8050.00%3q+11.7%+$9.6K
Vanguard Personalized Indexing Management, LLC$90.6K19,4660.00%5q+10.8%+$8.8K
AMERICAN CENTURY COMPANIES INC$87.8K18,8550.00%newNEW
CANADA PENSION PLAN INVESTMENT BOARD$86.1K18,5000.00%newNEW
INTECH INVESTMENT MANAGEMENT LLC$82.9K17,8170.00%7q+8.0%+$6.1K
CAXTON CORP$79.0K16,9624.26%11q+21.7%+$14.1K
Jain Global LLC$77.2K16,5850.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$76.4K CALLoptions only0.00%7qOPTIONS
BARCLAYS PLC$75.7K16,2570.00%11q+33.6%+$19.0K
Spark Investment Management LLC$69.8K15,0000.14%newNEW
VOYA INVESTMENT MANAGEMENT LLC$66.2K14,2300.00%3q+32.9%+$16.4K
Cerity Partners LLC$64.8K13,9110.00%5q-33.8%-$33.1K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$61.4K12,7450.00%4q-20.3%-$15.6K
China Universal Asset Management Co., Ltd.$58.2K12,4970.00%7q-3.5%-$2.1K
ProShare Advisors LLC$55.2K11,8530.00%3q-7.8%-$4.7K
PRUDENTIAL FINANCIAL INC$53.9K11,5850.00%newNEW

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
2026-10-1313GJPMORGAN CHASE & CO.5.5%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-292026-09-29Acquisition or disposal completedfiling
2026-09-222026-09-16Material agreement enteredfiling

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.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-01Townsend Richard NolanChief Executive OfficerSold25,947$116.2K

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 202623$2.0M605,7565860.0%
Q2 2026144$417.2M89,539,9502658390.1%
Q1 2026140$459.2M79,890,0181758380.1%
Q4 2025146$759.5M76,461,2224459250.0%
Q3 2025110$327.7M49,337,6092749150.0%
Q2 202592$169.9M42,246,4881836160.0%
Q1 202589$100.2M28,007,9481725220.2%
Q4 202489$194.2M29,519,1592628120.0%
Q3 202467$269.7M29,833,540143680.0%
Q2 202458$426.3M26,581,5271127120.0%
Q1 202454$362.1M23,153,730271850.0%
Q4 202331$217.2M16,184,08031000.0%