Avalo Therapeutics AVTX Institutional Ownership

NASDAQ AVTX

$15.10 -0.23 (-1.50%)

As of: Oct 1, 2026 · 10:14 AM EDT

Institutions by Trading Activity

128 Institutions

Increased 106 82.8%

Unchanged 7 5.5%

Reduced 15 11.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

162.58%

▼-69.46 pp QoQ

Shares Held by Institutions

70.89Mn

of 43.60Mn outstanding

▲+183.95% QoQ

Shares Outstanding

43.60Mn

-27.29Mn held outside 13F filers

Institutional Investors

128

filed 13F for Jun 2026

▲+31 vs prior quarter

Net Shares Added (QoQ)

+45.92Mn

accumulated since last quarter

Value of Holdings

$1.09Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Avalo Therapeutics, Inc. (NASDAQ:AVTX) showed up in the 13F filings of 128 institutional investors as of June 2026.

Collectively, these holders controlled 162.6% of Avalo Therapeutics's outstanding shares in June 2026, down from 232.0% in March 2026.
Their total shares held in AVTX increased 183.95% from the prior quarter, while the number of investors in Avalo Therapeutics increased 255.56% year over year.
Of these 128 holders, 106 added to their stakes in Avalo Therapeutics, 15 trimmed positions, and 7 made no changes.
Combined, these investors held 70.89Mn shares in AVTX for June 2026, up by 45.92Mn shares quarter on quarter, and up 63.05Mn shares year over year.
As of June 30, 2026, the biggest holder of Avalo Therapeutics is FMR LLC at 5.1Mn shares, representing 11.7% of shares outstanding.
Leading buyers of Avalo Therapeutics shares for the quarter ending June 2026 were BlackRock, Inc. (4.04Mn), Deep Track Capital, LP (3.61Mn), State Street Corp (2.82Mn), TCG Crossover Management, LLC (2.28Mn), FMR LLC (2.22Mn).
Leading sellers of Avalo Therapeutics shares for the quarter ending June 2026 were RTW INVESTMENTS, LP (681.96K), BNP PARIBAS FINANCIAL MARKETS (288.69K), Caption Management, LLC (245.0K), Jpmorgan Chase & Co (176.25K), Quadrature Capital Ltd (109.79K).
Business Quant data shows the 10 biggest positions in Avalo Therapeutics as of June 2026 are held by FMR LLC (5.1Mn), BlackRock, Inc. (4.37Mn), Deep Track Capital, LP (3.61Mn), Caligan Partners LP (3.16Mn), TCG Crossover Management, LLC (3.02Mn), Affinity Asset Advisors, LLC (2.9Mn), State Street Corp (2.89Mn), FARALLON CAPITAL MANAGEMENT, L.L.C. (2.5Mn), Point72 Asset Management, L.P. (2.39Mn), Avoro Capital Advisors LLC (2.33Mn).

Form 13F Holdings

128 Institutional Holders

Report period 30 Jun, 2026

Total shares held 70.89Mn

Of outstanding 162.58%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	5,100,216	11.70%	▲2,220,735	+77.12%	$94.25Mn
2	BlackRock, Inc.	0002012383	4,365,553	10.01%	▲4,038,471	+1,234.70%	$80.68Mn
3	Deep Track Capital, LP	0001856083	3,610,000	8.28%	▲3,610,000	0.00%	$66.71Mn
4	Caligan Partners LP	0001727492	3,163,866	7.26%	▲1,528,843	+93.51%	$58.47Mn
5	TCG Crossover Management, LLC	0001839948	3,017,120	6.92%	▲2,278,737	+308.61%	$55.76Mn
6	Affinity Asset Advisors, LLC	0001773195	2,900,000	6.65%	▲1,559,160	+116.28%	$53.59Mn
7	State Street Corp	0000093751	2,889,287	6.63%	▲2,817,633	+3,932.28%	$53.39Mn
8	FARALLON CAPITAL MANAGEMENT, L.L.C.	0000909661	2,498,000	5.73%	▲1,582,000	+172.71%	$46.16Mn
9	Point72 Asset Management, L.P.	0001603466	2,387,026	5.47%	▲1,470,884	+160.55%	$44.11Mn
10	Avoro Capital Advisors LLC	0001633313	2,333,333	5.35%	▲923,333	+65.48%	$43.12Mn
11	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,264,246	5.19%	▲1,544,552	+214.61%	$41.84Mn
12	BVF INC/IL	0001056807	2,075,545	4.76%	▲442,700	+27.11%	$38.36Mn
13	Bank Of America Corp /De/	0000070858	1,913,829	4.39%	▲1,270,829	+197.64%	$35.37Mn
14	Nantahala Capital Management, LLC	0001472322	1,862,250	4.27%	▲627,250	+50.79%	$34.41Mn
15	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	1,729,000	3.97%	▲875,000	+102.46%	$31.95Mn
16	Soleus Capital Management, L.P.	0001802630	1,654,978	3.80%	▲1,213,000	+274.45%	$30.58Mn
17	BRAIDWELL LP	0001920938	1,629,182	3.74%	▲1,629,182	0.00%	$30.11Mn
18	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	1,311,715	3.01%	▲1,311,715	0.00%	$24.24K
19	ALLIANCEBERNSTEIN L.P.	0001109448	1,260,689	2.89%	▲1,260,689	0.00%	$23.30Mn
20	UBS Group AG	0001610520	1,209,059	2.77%	▲67,079	+5.87%	$22.34Mn

Showing 1 to 20 of 128 holders