Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ITRM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | 139K | $4K | β | 0.260% | 0.00% |
| 2 | Gen-Wealth Partners Inc | 83K | $2K | β | 0.155% | 0.00% |
| 3 | Jump Financial, LLC | 72K | $2K | β | 0.135% | 0.00% |
| 4 | Krilogy Financial LLC | 70K | $2K | +74.4% | 0.131% | 0.00% |
| 5 | XTX Topco Ltd | 49K | $1K | β | 0.093% | 0.00% |
| 6 | MAI Capital Management | 35K | $1K | β | 0.066% | 0.00% |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | 20K | $600 | β | 0.037% | 0.00% |
| 8 | MORGAN STANLEY | 16K | $471 | +175.0% | 0.030% | 0.00% |
| 9 | UBS Group AG | 3K | $96 | -97.3% | 0.006% | 0.00% |
| 10 | Medallion Wealth Advisors, LLC | 2K | $50 | β | 0.003% | 0.00% |
| 11 | ADVISOR GROUP HOLDINGS, INC. | 993 | $29 | β | 0.002% | 0.00% |
| 12 | HRT FINANCIAL LP | 890K | $26 | β | 1.670% | 0.00% |
| 13 | Activest Wealth Management | 133 | $4 | 0.0% | 0.000% | 0.00% |
| 14 | WELLS FARGO & COMPANY/MN | 85 | $3 | 0.0% | 0.000% | 0.00% |
| 15 | Cypress Capital Management LLC (WY) | 66 | $2 | β | 0.000% | 0.00% |
| 16 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 66 | $2 | β | 0.000% | 0.00% |
| 17 | SG Americas Securities, LLC | 33K | $1 | +161.8% | 0.063% | 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 ITRM β a direct measure of their conviction.
Filings activity in ITRM 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 | 17 | +13% | 0.87% | 27.67 pp | $0M | 97% |
| Q4 2025 | 15 | 21% | 28.54% | 14.85 pp | $0M | 34% |
| Q3 2025 | 19 | +0.0% | 43.39% | 93.89 pp | $1M | 68% |
| Q2 2025 | 19 | +12% | 137.28% | +60.82 pp | $2M | +80% |
| Q1 2025 | 17 | 15% | 76.46% | 48.64 pp | $1M | 39% |
| Q4 2024 | 20 | +25% | 125.10% | 9.54 pp | $2M | 7.1% |
| Q3 2024 | 16 | +6.7% | 134.64% | +104.70 pp | $2M | +350% |
| Q2 2024 | 15 | β | 29.94% | β | $0M | 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.
Quick answers to the most common questions about buying ITRM stock.
Based on Q1 2026 13F filings, institutional ownership of Iterum Therapeutics plc stands at 0.9%, held across 17 reporting institutions.
CAPTRUST FINANCIAL ADVISORS is the largest reported institutional holder of ITRM, with approximately 138,600 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 ITRM.
Our composite Smart Money Score for ITRM is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in ITRM during Q1 2026, while 9 fully exited. 0 added to existing positions and 6 trimmed.
ITRM institutional ownership fell by 27.67 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 99.5% of all reported 13F value in ITRM, 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.
Iterum Therapeutics plc (ITRM) Institutional Ownership