Who owns Lexeo Therapeutics, Inc. Common Stock (LXEO)
Which tracked institutional funds hold LXEO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LXEO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened LXEO while 33 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LXEO’s largest tracked holder by dollar value, MONTANOVA CAPITAL, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LXEO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 139 tracked filers holding LXEO, 85 increased or opened the position and 63 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LXEO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Jupiter Topco LLC$18M
- Trexquant Investment LP$1M
- Hennion & Walsh Asset Management, Inc.$1M
- RENAISSANCE TECHNOLOGIES LLC$1M
- Palumbo Wealth Management LLC$534K
- Fisher Asset Management, LLC$532K
Full exits 5
- JANUS HENDERSON GROUP PLC$29M
- Point72 Asset Management, L.P.$10M
- Octagon Capital Advisors LP$6M
- TWO SIGMA INVESTMENTS, LP$1M
- Y-Intercept (Hong Kong) Ltd$818K
Largest adds
- MONTANOVA CAPITAL, LLC$23M
- MILLENNIUM MANAGEMENT LLC$4M
- Qube Research & Technologies Ltd$4M
- BALYASNY ASSET MANAGEMENT L.P.$2M
- 683 Capital Management, LLC$2M
- Aberdeen Group plc$2M
Largest trims
- Paradigm Biocapital Advisors LP$16M
- Vestal Point Capital, LP$6M
- RA CAPITAL MANAGEMENT, L.P.$5M
- Woodline Partners LP$4M
- Avoro Capital Advisors LLC$4M
- CITADEL ADVISORS LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MONTANOVA CAPITAL, LLC added | 6,384,200 | $30M | 7.2% | 2026-Q2 |
| Affinity Asset Advisors, LLC added | 5,807,611 | $27M | 6.6% | 2026-Q2 |
| BlackRock, Inc. added | 5,739,455 | $27M | 6.5% | 2026-Q2 |
| RA CAPITAL MANAGEMENT, L.P. | 5,000,000 | $23M | 5.7% | 2026-Q2 |
| Frazier Life Sciences Management, L.P. added | 4,824,725 | $22M | 5.5% | 2026-Q2 |
| STATE STREET CORP added | 4,354,757 | $20M | 4.9% | 2026-Q2 |
| Vestal Point Capital, LP trimmed | 4,320,000 | $20M | 4.9% | 2026-Q2 |
| Paradigm Biocapital Advisors LP trimmed | 4,175,382 | $19M | 4.7% | 2026-Q2 |
| Jupiter Topco LLC new | 3,954,691 | $18M | 4.5% | 2026-Q2 |
| ORBIMED ADVISORS LLC added | 3,947,850 | $18M | 4.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,898,570 | $18M | 4.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,125,893 | $15M | 3.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,833,622 | $13M | 3.2% | 2026-Q2 |
| Woodline Partners LP trimmed | 2,500,532 | $12M | 2.8% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,412,742 | $11M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,149,612 | $10M | 2.4% | 2026-Q2 |
| 683 Capital Management, LLC added | 1,875,000 | $9M | 2.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,747,959 | $8M | 2.0% | 2026-Q2 |
| ADAR1 Capital Management, LLC added | 1,565,950 | $7M | 1.8% | 2026-Q2 |
| Avoro Capital Advisors LLC trimmed | 1,489,189 | $7M | 1.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,376,222 | $6M | 1.6% | 2026-Q2 |
| Nantahala Capital Management, LLC added | 1,300,000 | $6M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,287,185 | $6M | 1.5% | 2026-Q2 |
| Spruce Street Capital LP | 928,593 | $4M | 1.1% | 2026-Q2 |
| Blackstone Inc. | 904,959 | $4M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 867,391 | $4M | 1.0% | 2026-Q2 |
| Aberdeen Group plc added | 675,092 | $3M | 0.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 613,826 | $3M | 0.7% | 2026-Q2 |
| Ikarian Capital, LLC | 513,011 | $2M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 490,331 | $2M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 430,696 | $2M | 0.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 395,102 | $2M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 388,398 | $2M | 0.4% | 2026-Q2 |
| DAFNA Capital Management LLC | 377,059 | $2M | 0.4% | 2026-Q2 |
| UBS Group AG added | 354,044 | $2M | 0.4% | 2026-Q2 |
| Trexquant Investment LP new | 314,891 | $1M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 294,774 | $1M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. new | 265,697 | $1M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 256,661 | $1M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 250,365 | $1M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 202,383 | $942K | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 200,417 | $933K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 183,883 | $856K | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 172,609 | $803K | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 161,062 | $750K | 0.2% | 2026-Q2 |
| Privium Fund Management B.V. trimmed | 155,000 | $722K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 145,556 | $678K | 0.2% | 2026-Q2 |
| FMR LLC added | 141,146 | $657K | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC | 136,377 | $635K | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP | 125,000 | $582K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 117,388 | $546K | 0.1% | 2026-Q2 |
| Palumbo Wealth Management LLC added | 114,743 | $534K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC new | 114,322 | $532K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC added | 103,648 | $482K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 96,290 | $463K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 93,743 | $436K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 82,293 | $383K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 79,809 | $372K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 77,860 | $447K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 76,219 | $355K | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC added | 74,874 | $349K | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 73,868 | $344K | 0.1% | 2026-Q2 |
| Creative Planning added | 72,625 | $338K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 67,535 | $314K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 59,365 | $276K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 58,194 | $271K | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 49,988 | $233K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 48,324 | $225K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 48,176 | $224K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 40,485 | $190K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 39,548 | $184K | 0.0% | 2026-Q2 |
| PROFUND ADVISORS LLC trimmed | 34,317 | $160K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 33,273 | $155K | 0.0% | 2026-Q2 |
| Dynamic Technology Lab Private Ltd new | 32,651 | $152K | 0.0% | 2026-Q2 |
| Verdad Advisers, LP new | 30,591 | $142K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 27,880 | $130K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 25,535 | $119K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 24,293 | $113K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 23,385 | $109K | 0.0% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 22,500 | $105K | 0.0% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 20,016 | $93K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 19,887 | $93K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 19,866 | $92K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 19,805 | $92K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 19,466 | $91K | 0.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 18,855 | $88K | 0.0% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD new | 18,500 | $86K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 17,817 | $83K | 0.0% | 2026-Q2 |
| CAXTON CORP added | 16,962 | $79K | 0.0% | 2026-Q2 |
| Jain Global LLC new | 16,585 | $77K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 16,257 | $76K | 0.0% | 2026-Q2 |
| Spark Investment Management LLC new | 15,000 | $70K | 0.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 14,230 | $66K | 0.0% | 2026-Q2 |
| Cerity Partners LLC trimmed | 13,911 | $65K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,745 | $61K | 0.0% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. trimmed | 12,497 | $58K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 11,853 | $55K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC new | 11,585 | $54K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,123 | $52K | 0.0% | 2026-Q2 |
| Tyche Wealth Partners LLC new | 10,000 | $47K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.