Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in LENZ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RA CAPITAL MANAGEMENT, L.P. | 4.2M | $38.2M | 0.0% | 13.328% | 0.41% |
| 2 | Falcon Edge Capital, LP | 3.6M | $33.1M | 0.0% | 11.521% | 4.18% |
| 3 | FMR LLC | 3.6M | $32.9M | -2.8% | 11.475% | 0.00% |
| 4 | Versant Venture Management, LLC | 2.7M | $24.3M | 0.0% | 8.474% | 17.19% |
| 5 | BlackRock, Inc. | 2.0M | $18.1M | +16.8% | 6.305% | 0.00% |
| 6 | Squarepoint Ops LLC | 1.5M | $13.8M | +206.3% | 4.805% | 0.02% |
| 7 | abrdn plc | 1.2M | $10.6M | +136.2% | 3.687% | 0.02% |
| 8 | FRANKLIN RESOURCES INC | 1.1M | $10.1M | +0.4% | 3.509% | 0.00% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $9.5M | β | 3.321% | 0.00% |
| 10 | 72 Investment Holdings, LLC | 1.0M | $9.3M | 0.0% | 3.246% | 18.77% |
| 11 | MILLENNIUM MANAGEMENT LLC | 869K | $8.0M | +61.2% | 2.772% | 0.01% |
| 12 | EverSource Wealth Advisors, LLC | 24K | $6.7M | +14680.0% | 0.078% | 0.20% |
| 13 | MORGAN STANLEY | 649K | $5.9M | +178.0% | 2.069% | 0.00% |
| 14 | BANK OF AMERICA CORP /DE/ | 548K | $5.0M | +377.4% | 1.746% | 0.00% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 525K | $4.8M | +13.8% | 1.673% | 0.00% |
| 16 | Blue Owl Capital Holdings LP | 507K | $4.6M | +237.8% | 1.616% | 1.25% |
| 17 | TWO SIGMA INVESTMENTS, LP | 501K | $4.6M | +70.7% | 1.598% | 0.00% |
| 18 | PRIMECAP MANAGEMENT CO/CA/ | 472K | $4.3M | +26.9% | 1.506% | 0.00% |
| 19 | Alyeska Investment Group, L.P. | 463K | $4.2M | 0.0% | 1.478% | 0.01% |
| 20 | TANG CAPITAL MANAGEMENT LLC | 451K | $4.1M | -47.9% | 1.439% | 0.21% |
| 21 | STATE STREET CORP | 402K | $3.7M | -21.3% | 1.283% | 0.00% |
| 22 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 283K | $2.6M | +62.1% | 0.903% | 0.02% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 259K | $2.4M | +10.3% | 0.827% | 0.00% |
| 24 | Rock Springs Capital Management LP | 257K | $2.4M | 0.0% | 0.821% | 0.14% |
| 25 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 241K | $2.2M | 0.0% | 0.770% | 0.11% |
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 LENZ β a direct measure of their conviction.
Filings activity in LENZ during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new LENZ position in Q1 2026
Institutions that fully closed their LENZ position in Q1 2026
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 | 142 | 11% | 141.97% | 58.02 pp | $301M | 44% |
| Q4 2025 | 160 | 1.2% | 199.99% | +0.00 pp | $537M | 60% |
| Q3 2025 | 162 | +42% | 199.99% | +0.00 pp | $1.34B | +86% |
| Q2 2025 | 114 | +6.5% | 199.99% | +0.00 pp | $723M | +36% |
| Q1 2025 | 107 | +13% | 199.99% | +0.00 pp | $530M | 3.0% |
| Q4 2024 | 95 | +20% | 199.99% | +0.00 pp | $546M | +26% |
| Q3 2024 | 79 | +20% | 199.99% | +46.00 pp | $433M | +33% |
| Q2 2024 | 66 | β | 153.99% | β | $327M | 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 LENZ stock.
Based on Q1 2026 13F filings, institutional ownership of LENZ Therapeutics, Inc. stands at 142.0%, held across 142 reporting institutions.
RA CAPITAL MANAGEMENT, L.P. is the largest reported institutional holder of LENZ, with approximately 4,178,823 shares worth $0.04B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of LENZ, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for LENZ is 44 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in LENZ during Q1 2026, while 53 fully exited. 21 added to existing positions and 85 trimmed.
LENZ institutional ownership fell by 58.02 percentage points quarter-over-quarter, with a net change of -18 holders.
The top 10 institutions account for 66.3% of all reported 13F value in LENZ, and the top 25 account for 88.1%.
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.
LENZ Therapeutics, Inc. (LENZ) Institutional Ownership