Yuanbao YB Institutional Ownership

NASDAQ YB

$12.57 +0.13 (+1.05%)

As of: Oct 1, 2026 · 11:42 AM EDT

Institutions by Trading Activity

24 Institutions

Increased 14 58.3%

Unchanged 5 20.8%

Reduced 5 20.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

13.18%

▲+2.27 pp QoQ

Shares Held by Institutions

4.75Mn

of 36.04Mn outstanding

▲+20.84% QoQ

Shares Outstanding

36.04Mn

31.29Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+819.23K

accumulated since last quarter

Value of Holdings

$59.08Mn

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

Yuanbao Inc. (NASDAQ:YB) is held by 24 institutional investors per 13F filings through June 2026.

These investors collectively held 13.2% of Yuanbao's outstanding shares in June 2026, up from 10.9% in March 2026.
They increased total shares held in Yuanbao by 20.84% from the prior quarter, while the number of investors in YB increased 200.0% year over year.
Among the 24 funds, 14 bought more Yuanbao shares, 5 sold down, and 5 held their ground.
Altogether, these fund groups held 4.75Mn shares in YB by June 2026, up by 819.23K shares quarter on quarter, and up 4.5Mn shares year over year.
SUSQUEHANNA INTERNATIONAL GROUP, LLP leads ownership in YB with 3.04Mn shares as of June 30, 2026, equal to 8.42% of outstanding shares.
The biggest buyers of Yuanbao for the quarter ending June 2026 included Franchise GP Ltd (680.76K), Lighthouse Investment Partners, LLC (60.67K), MILLENNIUM MANAGEMENT LLC (35.32K), CITADEL ADVISORS LLC (19.24K), XTX Topco Ltd (13.69K).
The biggest sellers of Yuanbao for the quarter ending June 2026 included UBS Group AG (12.6K), Point72 Asset Management, L.P. (10.8K), Jpmorgan Chase & Co (4.73K), Morgan Stanley (1.71K), OSAIC HOLDINGS, INC. (152).
According to Business Quant data, leading holders of YB for June 2026 are SUSQUEHANNA INTERNATIONAL GROUP, LLP (3.04Mn), Franchise GP Ltd (1.21Mn), Lighthouse Investment Partners, LLC (153.22K), Point72 Asset Management, L.P. (104.7K), Barclays Plc (62.32K), Morgan Stanley (39.99K), MILLENNIUM MANAGEMENT LLC (35.32K), Jpmorgan Chase & Co (19.31K), CITADEL ADVISORS LLC (19.24K), XTX Topco Ltd (13.69K).

Form 13F Holdings

24 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.75Mn

Of outstanding 13.18%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	3,035,308	8.42%	0	0.00%	$46.26Mn
2	Franchise GP Ltd	0002083646	1,214,593	3.37%	▲680,756	+127.52%	$18.51Mn
3	Lighthouse Investment Partners, LLC	0001600344	153,224	0.43%	▲60,666	+65.54%	$2.34Mn
4	Point72 Asset Management, L.P.	0001603466	104,705	0.29%	▼10,795	-9.35%	$1.60Mn
5	Barclays Plc	0000312069	62,322	0.17%	▲2,858	+4.81%	$949.79K
6	Morgan Stanley	0000895421	39,990	0.11%	▼1,708	-4.10%	$609.45K
7	MILLENNIUM MANAGEMENT LLC	0001273087	35,321	0.10%	▲35,321	0.00%	$538.29K
8	Jpmorgan Chase & Co	0000019617	19,309	0.05%	▼4,727	-19.67%	$288.86K
9	CITADEL ADVISORS LLC	0001423053	19,235	0.05%	▲19,235	0.00%	$293.14K
10	XTX Topco Ltd	0001828301	13,688	0.04%	▲13,688	0.00%	$208.61K
11	JANE STREET GROUP, LLC	0001595888	13,285	0.04%	▲13,285	0.00%	$202.46K
12	MARSHALL WACE, LLP	0001318757	10,913	0.03%	▲10,913	0.00%	$166.31K
13	RAMSEY QUANTITATIVE SYSTEMS	0001132897	10,489	0.03%	▲10,489	0.00%	$159.85K
14	UBS Group AG	0001610520	7,512	0.02%	▼12,595	-62.64%	$114.48K
15	Royal Bank Of Canada	0001000275	5,913	0.02%	▲1,834	+44.96%	$90.00K
16	NATIONAL BANK OF CANADA /FI/	0000926171	3,000	0.01%	0	0.00%	$45.33K
17	RHUMBLINE ADVISERS	0001115418	386	0.00%	0	0.00%	$5.88K
18	WealthCollab, LLC	0002017870	164	0.00%	0	0.00%	$2.50K
19	Quarry LP	0001965207	135	0.00%	▲135	0.00%	$2.06K
20	NISA INVESTMENT ADVISORS, LLC	0000937615	33	0.00%	▲1	+3.13%	$503

Showing 1 to 20 of 24 holders