Avalo Therapeutics AVTX Institutional Ownership

NASDAQ AVTX

$19.23 +0.23 (+1.21%)

At close: Sep 4, 2026 · 4:00 PM 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

$1.35Bn

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) is held by 128 institutional investors per 13F filings through June 2026.

These investors collectively held 162.6% of Avalo Therapeutics's outstanding shares in June 2026, down from 232.0% in March 2026.
They increased total shares held in Avalo Therapeutics by 183.95% from last quarter, and the number of investors in AVTX increased 255.56% annually.
Among the 128 funds, 106 bought more Avalo Therapeutics shares, 15 sold down, and 7 held their ground.
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.
FMR LLC holds the largest position in AVTX at 5.1Mn shares as of June 30, 2026, or 11.7% of shares outstanding.
The biggest buyers of Avalo Therapeutics for the quarter ending June 2026 included 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).
The largest sellers of Avalo Therapeutics 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).
Per Business Quant data, the top 10 holders of Avalo Therapeutics for the quarter ending June 2026 are 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