Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LBRX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Deep Track Capital, LP | 3.4M | $82.7M | 0.0% | 11.692% | 1.71% |
| 2 | BlackRock, Inc. | 2.5M | $60.9M | +10.4% | 8.616% | 0.00% |
| 3 | RA CAPITAL MANAGEMENT, L.P. | 2.2M | $54.5M | 0.0% | 7.702% | 0.58% |
| 4 | TCG Crossover Management, LLC | 1.8M | $45.3M | +5.4% | 6.415% | 1.30% |
| 5 | COMMODORE CAPITAL LP | 1.5M | $37.0M | 0.0% | 5.231% | 2.14% |
| 6 | Caligan Partners LP | 1.4M | $34.6M | — | 5.015% | 2.41% |
| 7 | Spruce Street Capital LP | 1.4M | $33.6M | +36.9% | 4.799% | 8.09% |
| 8 | Trails Edge Capital Partners, LP | 1.3M | $32.5M | -5.5% | 4.601% | 7.45% |
| 9 | Nantahala Capital Management, LLC | 1.1M | $26.0M | +56.0% | 3.672% | 1.34% |
| 10 | BALYASNY ASSET MANAGEMENT LLC | 924K | $22.8M | +3.0% | 3.221% | 0.08% |
| 11 | Logos Global Management LP | 915K | $22.6M | -23.8% | 3.191% | 1.13% |
| 12 | VANGUARD CAPITAL MANAGEMENT LLC | 895K | $22.1M | — | 3.120% | 0.00% |
| 13 | Alyeska Investment Group, L.P. | 864K | $21.3M | +28.0% | 3.013% | 0.06% |
| 14 | Vivo Capital, LLC | 800K | $19.7M | 0.0% | 2.790% | 1.65% |
| 15 | Nan Fung Group Holdings Ltd | 631K | $15.6M | +110.2% | 2.199% | 12.82% |
| 16 | JENNISON ASSOCIATES LLC | 538K | $13.3M | -34.5% | 1.877% | 0.01% |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 518K | $12.8M | +17.4% | 1.807% | 0.00% |
| 18 | STATE STREET CORP | 504K | $12.4M | +101.7% | 1.759% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 417K | $10.3M | +2.3% | 1.454% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 364K | $9.0M | +20.0% | 1.269% | 0.00% |
| 21 | GREAT POINT PARTNERS LLC | 300K | $7.4M | — | 1.046% | 1.81% |
| 22 | FMR LLC | 223K | $5.5M | +0.3% | 0.776% | 0.00% |
| 23 | BAKER BROS. ADVISORS LP | 200K | $4.9M | 0.0% | 0.697% | 0.03% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 186K | $4.6M | +4.8% | 0.649% | 0.00% |
| 25 | HighVista Strategies LLC | 174K | $4.3M | +23.9% | 0.605% | 1.18% |
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 LBRX — a direct measure of their conviction.
Filings activity in LBRX during Q1 2026, grouped by how each filer changed its position.
3 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 | 76 | +12% | 80.85% | +13.19 pp | $659M | +19% |
| Q4 2025 | 68 | +28% | 67.66% | +29.68 pp | $551M | +78% |
| Q3 2025 | 53 | — | 37.98% | — | $310M | — |
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 LBRX stock.
Based on Q1 2026 13F filings, institutional ownership of LB Pharmaceuticals Inc Common Stock stands at 80.8%, held across 76 reporting institutions.
Deep Track Capital, LP is the largest reported institutional holder of LBRX, with approximately 3,352,804 shares worth $0.08B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of LBRX, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for LBRX is 63 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
20 institutions opened new positions in LBRX during Q1 2026, while 12 fully exited. 47 added to existing positions and 8 trimmed.
LBRX institutional ownership rose by 13.19 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 65.2% of all reported 13F value in LBRX, and the top 25 account for 93.4%.
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.