Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AGIO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ARMISTICE CAPITAL, LLC | 5.9M | $200.1M | -2.0% | 9.948% | 5.90% |
| 2 | BlackRock, Inc. | 5.8M | $194.7M | +9.9% | 9.677% | 0.00% |
| 3 | FARALLON CAPITAL MANAGEMENT LLC | 5.7M | $192.3M | +10.2% | 9.557% | 1.25% |
| 4 | STATE STREET CORP | 3.4M | $113.7M | +8.3% | 5.658% | 0.00% |
| 5 | D. E. Shaw & Co., Inc. | 2.7M | $90.7M | +44.0% | 4.508% | 0.09% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.6M | $89.1M | — | 4.426% | 0.00% |
| 7 | Lynx1 Capital Management LP | 2.6M | $88.3M | +3179.9% | 4.391% | 13.96% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $88.3M | — | 4.390% | 0.00% |
| 9 | Erste Asset Management GmbH | 2.7M | $80.1M | -3.6% | 4.548% | 0.74% |
| 10 | BNP Paribas Asset Management Holding S.A. | 1.6M | $53.5M | +16.2% | 2.658% | 0.06% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6M | $52.7M | -46.0% | 2.617% | 0.01% |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.5M | $50.6M | -12.2% | 2.513% | 0.09% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $49.7M | +3.9% | 2.468% | 0.00% |
| 14 | MPM Oncology Impact Management LP | 1.3M | $44.2M | +0.2% | 2.196% | 3.41% |
| 15 | Frazier Life Sciences Management, L.P. | 1.3M | $42.5M | -1.8% | 2.112% | 1.09% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $38.9M | +14.7% | 1.936% | 0.01% |
| 17 | MORGAN STANLEY | 968K | $32.7M | +8.2% | 1.627% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 818K | $27.7M | -20.9% | 1.375% | 0.00% |
| 19 | Rock Springs Capital Management LP | 799K | $27.0M | 0.0% | 1.344% | 1.59% |
| 20 | CITADEL ADVISORS LLC | 769K | $26.0M | -52.2% | 1.294% | 0.01% |
| 21 | Nuveen, LLC | 722K | $24.4M | +142.5% | 1.215% | 0.01% |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 641K | $21.7M | +7.3% | 1.079% | 0.00% |
| 23 | SCS Capital Management LLC | 613K | $20.7M | +2.4% | 1.030% | 0.22% |
| 24 | Foresite Capital Management VI LLC | 525K | $17.8M | -0.9% | 0.883% | 3.86% |
| 25 | NORTHERN TRUST CORP | 509K | $17.2M | -0.5% | 0.856% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AGIO — a direct measure of their conviction.
Filings activity in AGIO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 226 | 3.0% | 119.38% | +23.87 pp | $2.09B | +25% |
| Q4 2025 | 233 | +10% | 95.51% | 35.23 pp | $1.67B | 27% |
| Q3 2025 | 211 | +0.0% | 130.74% | +22.15 pp | $2.29B | +20% |
| Q2 2025 | 211 | 1.4% | 108.59% | +16.80 pp | $1.90B | +18% |
| Q1 2025 | 214 | 2.7% | 91.79% | 8.45 pp | $1.61B | 8.4% |
| Q4 2024 | 220 | +10% | 100.24% | 29.74 pp | $1.76B | 23% |
| Q3 2024 | 200 | 0.5% | 129.98% | +4.59 pp | $2.28B | +3.7% |
| Q2 2024 | 201 | — | 125.39% | — | $2.20B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AGIO stock.
Based on Q1 2026 13F filings, institutional ownership of Agios Pharmaceuticals, Inc. stands at 119.4%, held across 226 reporting institutions.
ARMISTICE CAPITAL, LLC is the largest reported institutional holder of AGIO, with approximately 5,916,000 shares worth $0.20B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of AGIO, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for AGIO is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
36 institutions opened new positions in AGIO during Q1 2026, while 43 fully exited. 143 added to existing positions and 45 trimmed.
AGIO institutional ownership rose by 23.87 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 56.9% of all reported 13F value in AGIO, and the top 25 account for 80.5%.
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.
Agios Pharmaceuticals, Inc. (AGIO) Institutional Ownership