56% buyers of institutions opening or closing positions this quarter
2 more new buyers than exits, ownership rose 13.12 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
56% buyers of institutions opening or closing positions this quarter
32.4% institutional ownership
Dauntless Investment Group, portfolio allocation
Institutional ownership vs Biotechnology peers
No Form 4 insider transactions on file
Latest positioning in AEON across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AEON held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Dauntless Investment Group, LLC | 2.5M | $2.5M | +18.6% | 21.367% | 1.65% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 91K | $89K | β | 0.765% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 87K | $86K | +44.8% | 0.736% | 0.00% |
| 4 | Blue Owl Capital Holdings LP | 42K | $42K | -2.4% | 0.358% | 0.01% |
| 5 | Formidable Asset Management, LLC | 20K | $22K | β | 0.169% | 0.00% |
| 6 | XTX Topco Ltd | 20K | $20K | -64.1% | 0.173% | 0.00% |
| 7 | JANE STREET GROUP, LLC | 16K | $16K | β | 0.138% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 15K | $14K | β | 0.124% | 0.00% |
| 9 | LPL Financial LLC | 12K | $11K | β | 0.097% | 0.00% |
| 10 | UBS Group AG | 4K | $4K | +3.2% | 0.035% | 0.00% |
| 11 | BlackRock, Inc. | 3K | $3K | 0.0% | 0.024% | 0.00% |
| 12 | Steward Partners Investment Advisory, LLC | 1K | $1K | +1000.0% | 0.009% | 0.00% |
| 13 | CITIGROUP INC | 742 | $731 | β | 0.006% | 0.00% |
| 14 | WOLFF WIESE MAGANA LLC | 567 | $559 | 0.0% | 0.005% | 0.00% |
| 15 | Tower Research Capital LLC (TRC) | 470 | $463 | β | 0.004% | 0.00% |
| 16 | DUPONT CAPITAL MANAGEMENT CORP | 170 | $167 | 0.0% | 0.001% | 0.00% |
| 17 | MORGAN STANLEY | 150 | $148 | 0.0% | 0.001% | 0.00% |
| 18 | SBI Securities Co., Ltd. | 105 | $103 | 0.0% | 0.001% | 0.00% |
| 19 | Vanguard Global Advisers, LLC | 102 | $100 | β | 0.001% | 0.00% |
| 20 | GHP Investment Advisors, Inc. | 95 | $94 | 0.0% | 0.001% | 0.00% |
| 21 | WELLS FARGO & COMPANY/MN | 90 | $89 | 0.0% | 0.001% | 0.00% |
| 22 | MAI Capital Management | 58 | $58 | 0.0% | 0.001% | 0.00% |
| 23 | Caitong International Asset Management Co., Ltd | 1 | $1 | β | 0.000% | 0.00% |
| 24 | DANSKE BANK A/S | 1 | $1 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AEON β a direct measure of their conviction.
Filings activity in AEON during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 24 | +9.1% | 32.41% | +13.12 pp | $3M | +68% |
| Q4 2025 | 22 | +4.8% | 19.29% | +6.52 pp | $2M | +51% |
| Q3 2025 | 21 | +17% | 12.77% | +6.39 pp | $1M | +100% |
| Q2 2025 | 18 | +13% | 6.38% | 3.86 pp | $1M | 38% |
| Q1 2025 | 16 | 58% | 10.24% | 44.88 pp | $1M | 81% |
| Q4 2024 | 38 | +23% | 55.12% | 61.16 pp | $5M | 53% |
| Q3 2024 | 31 | +19% | 116.28% | +15.27 pp | $10M | +15% |
| Q2 2024 | 26 | β | 101.01% | β | $9M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for AEON.
Quick answers to the most common questions about buying AEON stock.
Based on Q1 2026 13F filings, institutional ownership of AEON Biopharma, Inc. stands at 32.4%, held across 24 reporting institutions.
Dauntless Investment Group, LLC is the largest reported institutional holder of AEON, with approximately 2,527,775 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AEON.
Our composite Smart Money Score for AEON is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
9 institutions opened new positions in AEON during Q1 2026, while 7 fully exited. 3 added to existing positions and 11 trimmed.
AEON institutional ownership rose by 13.12 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 99.8% of all reported 13F value in AEON, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.