Lexeo Therapeutics LXEO Institutional Ownership

NASDAQ LXEO

$4.92 +0.08 (+1.65%)

As of: Sep 4, 2026 · 3:09 PM EDT

Institutions by Trading Activity

143 Institutions

Increased 88 61.5%

Unchanged 16 11.2%

Reduced 39 27.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

103.26%

▼-1.28 pp QoQ

Shares Held by Institutions

88.42Mn

of 85.63Mn outstanding

▲+23.70% QoQ

Shares Outstanding

85.63Mn

-2.79Mn held outside 13F filers

Institutional Investors

143

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+16.94Mn

accumulated since last quarter

Value of Holdings

$427.94Mn

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

Lexeo Therapeutics, Inc. (NASDAQ:LXEO) appears in 143 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 103.3% of outstanding shares in June 2026, down from 104.5% in March 2026.
They increased total shares held in Lexeo Therapeutics by 23.7% from the prior quarter, while the number of investors in LXEO increased 60.67% year over year.
Of these 143 funds, 88 grew their exposure to Lexeo Therapeutics, 39 cut back, and 16 maintained positions.
Institutional investors collectively held 88.42Mn shares in Lexeo Therapeutics as of June 2026, up by 16.94Mn shares quarter on quarter, and up 49.6Mn shares year over year.
MONTANOVA CAPITAL, LLC is the top holder of Lexeo Therapeutics as of June 30, 2026, with 6.38Mn shares representing 7.46% of outstanding stock.
The most significant purchases of LXEO for the quarter ending June 2026 came from MONTANOVA CAPITAL, LLC (5.13Mn), Jupiter Topco LLC (3.95Mn), MILLENNIUM MANAGEMENT LLC (1.22Mn), Qube Research & Technologies Ltd (910.71K), BALYASNY ASSET MANAGEMENT L.P. (823.16K).
The biggest sellers of Lexeo Therapeutics for the quarter ending June 2026 included Paradigm Biocapital Advisors LP (2.01Mn), Avoro Capital Advisors LLC (385.81K), Woodline Partners LP (250.0K), Vestal Point Capital, LP (155.0K), ExodusPoint Capital Management, LP (84.29K).
Per Business Quant, the top 10 investors in LXEO for the quarter ending June 2026 include MONTANOVA CAPITAL, LLC (6.38Mn), Affinity Asset Advisors, LLC (5.81Mn), BlackRock, Inc. (5.74Mn), RA CAPITAL MANAGEMENT, L.P. (5.0Mn), Frazier Life Sciences Management, L.P. (4.82Mn), State Street Corp (4.35Mn), Vestal Point Capital, LP (4.32Mn), Paradigm Biocapital Advisors LP (4.18Mn), Jupiter Topco LLC (3.95Mn), ORBIMED ADVISORS LLC (3.95Mn).

Form 13F Holdings

143 Institutional Holders

Report period 30 Jun, 2026

Total shares held 88.42Mn

Of outstanding 103.26%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	MONTANOVA CAPITAL, LLC	0001569064	6,384,200	7.46%	▲5,134,200	+410.74%	$29.72Mn
2	Affinity Asset Advisors, LLC	0001773195	5,807,611	6.78%	▲757,400	+15.00%	$27.03Mn
3	BlackRock, Inc.	0002012383	5,739,455	6.70%	▲628,584	+12.30%	$26.72Mn
4	RA CAPITAL MANAGEMENT, L.P.	0001346824	5,000,000	5.84%	0	0.00%	$23.28Mn
5	Frazier Life Sciences Management, L.P.	0001892134	4,824,725	5.63%	▲400,000	+9.04%	$22.46Mn
6	State Street Corp	0000093751	4,354,757	5.09%	▲786,515	+22.04%	$20.27Mn
7	Vestal Point Capital, LP	0001974915	4,320,000	5.05%	▼155,000	-3.46%	$20.11Mn
8	Paradigm Biocapital Advisors LP	0001855655	4,175,382	4.88%	▼2,008,752	-32.48%	$19.44Mn
9	Jupiter Topco LLC	0002146052	3,954,691	4.62%	▲3,954,691	0.00%	$18.41Mn
10	ORBIMED ADVISORS LLC	0001055951	3,947,850	4.61%	▲345,400	+9.59%	$18.38Mn
11	CITADEL ADVISORS LLC	0001423053	3,898,570	4.55%	▲63,571	+1.66%	$18.15Mn
12	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,125,893	3.65%	▲118,800	+3.95%	$14.55Mn
13	MILLENNIUM MANAGEMENT LLC	0001273087	2,833,622	3.31%	▲1,220,842	+75.70%	$13.19Mn
14	Woodline Partners LP	0001784547	2,500,532	2.92%	▼250,000	-9.09%	$11.64Mn
15	BALYASNY ASSET MANAGEMENT L.P.	0001218710	2,412,742	2.82%	▲823,157	+51.78%	$11.23Mn
16	Goldman Sachs Group Inc	0000886982	2,149,612	2.51%	▲199,727	+10.24%	$10.01Mn
17	683 Capital Management, LLC	0001404574	1,875,000	2.19%	▲675,000	+56.25%	$8.73Mn
18	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,747,959	2.04%	▲234,182	+15.47%	$8.14Mn
19	ADAR1 Capital Management, LLC	0001940272	1,565,950	1.83%	▲98,600	+6.72%	$7.29Mn
20	Avoro Capital Advisors LLC	0001633313	1,489,189	1.74%	▼385,811	-20.58%	$6.93Mn

Showing 1 to 20 of 143 holders