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Institutional Ownership · SEC Form 13F

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.

139
Institutional holders
88M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
MONTANOVA CAPITAL, LLC added6,384,200$30M7.2%2026-Q2
Affinity Asset Advisors, LLC added5,807,611$27M6.6%2026-Q2
BlackRock, Inc. added5,739,455$27M6.5%2026-Q2
RA CAPITAL MANAGEMENT, L.P.5,000,000$23M5.7%2026-Q2
Frazier Life Sciences Management, L.P. added4,824,725$22M5.5%2026-Q2
STATE STREET CORP added4,354,757$20M4.9%2026-Q2
Vestal Point Capital, LP trimmed4,320,000$20M4.9%2026-Q2
Paradigm Biocapital Advisors LP trimmed4,175,382$19M4.7%2026-Q2
Jupiter Topco LLC new3,954,691$18M4.5%2026-Q2
ORBIMED ADVISORS LLC added3,947,850$18M4.5%2026-Q2
CITADEL ADVISORS LLC added3,898,570$18M4.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added3,125,893$15M3.5%2026-Q2
MILLENNIUM MANAGEMENT LLC added2,833,622$13M3.2%2026-Q2
Woodline Partners LP trimmed2,500,532$12M2.8%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added2,412,742$11M2.7%2026-Q2
GOLDMAN SACHS GROUP INC added2,149,612$10M2.4%2026-Q2
683 Capital Management, LLC added1,875,000$9M2.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,747,959$8M2.0%2026-Q2
ADAR1 Capital Management, LLC added1,565,950$7M1.8%2026-Q2
Avoro Capital Advisors LLC trimmed1,489,189$7M1.7%2026-Q2
Qube Research & Technologies Ltd added1,376,222$6M1.6%2026-Q2
Nantahala Capital Management, LLC added1,300,000$6M1.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,287,185$6M1.5%2026-Q2
Spruce Street Capital LP928,593$4M1.1%2026-Q2
Blackstone Inc.904,959$4M1.0%2026-Q2
NORTHERN TRUST CORP added867,391$4M1.0%2026-Q2
Aberdeen Group plc added675,092$3M0.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added613,826$3M0.7%2026-Q2
Ikarian Capital, LLC513,011$2M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed490,331$2M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added430,696$2M0.5%2026-Q2
MORGAN STANLEY trimmed395,102$2M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added388,398$2M0.4%2026-Q2
DAFNA Capital Management LLC377,059$2M0.4%2026-Q2
UBS Group AG added354,044$2M0.4%2026-Q2
Trexquant Investment LP new314,891$1M0.4%2026-Q2
Squarepoint Ops LLC trimmed294,774$1M0.3%2026-Q2
Hennion & Walsh Asset Management, Inc. new265,697$1M0.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed256,661$1M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added250,365$1M0.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added202,383$942K0.2%2026-Q2
Nuveen, LLC added200,417$933K0.2%2026-Q2
Bank of New York Mellon Corp added183,883$856K0.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed172,609$803K0.2%2026-Q2
Susquehanna Portfolio Strategies, LLC added161,062$750K0.2%2026-Q2
Privium Fund Management B.V. trimmed155,000$722K0.2%2026-Q2
XTX Topco Ltd added145,556$678K0.2%2026-Q2
FMR LLC added141,146$657K0.2%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC136,377$635K0.2%2026-Q2
Burkehill Global Management, LP125,000$582K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added117,388$546K0.1%2026-Q2
Palumbo Wealth Management LLC added114,743$534K0.1%2026-Q2
Fisher Asset Management, LLC new114,322$532K0.1%2026-Q2
EntryPoint Capital, LLC added103,648$482K0.1%2026-Q2
JPMORGAN CHASE & CO added96,290$463K0.1%2026-Q2
CITIGROUP INC added93,743$436K0.1%2026-Q2
DEUTSCHE BANK AG\ added82,293$383K0.1%2026-Q2
RHUMBLINE ADVISERS added79,809$372K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added77,860$447K0.1%2026-Q2
Invesco Ltd. added76,219$355K0.1%2026-Q2
Virtus Investment Advisers, LLC added74,874$349K0.1%2026-Q2
Walleye Capital LLC added73,868$344K0.1%2026-Q2
Creative Planning added72,625$338K0.1%2026-Q2
Rafferty Asset Management, LLC trimmed67,535$314K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added59,365$276K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added58,194$271K0.1%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added49,988$233K0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD new48,324$225K0.1%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added48,176$224K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added40,485$190K0.0%2026-Q2
MetLife Investment Management, LLC added39,548$184K0.0%2026-Q2
PROFUND ADVISORS LLC trimmed34,317$160K0.0%2026-Q2
Russell Investments Group, Ltd. added33,273$155K0.0%2026-Q2
Dynamic Technology Lab Private Ltd new32,651$152K0.0%2026-Q2
Verdad Advisers, LP new30,591$142K0.0%2026-Q2
ExodusPoint Capital Management, LP trimmed27,880$130K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added25,535$119K0.0%2026-Q2
Quantinno Capital Management LP new24,293$113K0.0%2026-Q2
Vanguard Global Advisers, LLC trimmed23,385$109K0.0%2026-Q2
PRELUDE CAPITAL MANAGEMENT, LLC trimmed22,500$105K0.0%2026-Q2
Soltis Investment Advisors LLC added20,016$93K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND19,887$93K0.0%2026-Q2
D. E. Shaw & Co., Inc. trimmed19,866$92K0.0%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added19,805$92K0.0%2026-Q2
Vanguard Personalized Indexing Management, LLC added19,466$91K0.0%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed18,855$88K0.0%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD new18,500$86K0.0%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC added17,817$83K0.0%2026-Q2
CAXTON CORP added16,962$79K0.0%2026-Q2
Jain Global LLC new16,585$77K0.0%2026-Q2
BARCLAYS PLC added16,257$76K0.0%2026-Q2
Spark Investment Management LLC new15,000$70K0.0%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added14,230$66K0.0%2026-Q2
Cerity Partners LLC trimmed13,911$65K0.0%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed12,745$61K0.0%2026-Q2
China Universal Asset Management Co., Ltd. trimmed12,497$58K0.0%2026-Q2
ProShare Advisors LLC trimmed11,853$55K0.0%2026-Q2
PRUDENTIAL FINANCIAL INC new11,585$54K0.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed11,123$52K0.0%2026-Q2
Tyche Wealth Partners LLC new10,000$47K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership