Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in STRO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BVF INC/IL | 1.3M | $31.2M | β | 12.935% | 0.99% |
| 2 | Affinity Asset Advisors, LLC | 1.1M | $26.6M | +42.9% | 11.052% | 1.55% |
| 3 | Samsara BioCapital, LLC | 1.1M | $26.5M | +419.7% | 10.983% | 2.57% |
| 4 | Kynam Capital Management, LP | 873K | $21.7M | +81.9% | 9.017% | 1.36% |
| 5 | ORBIMED ADVISORS LLC | 801K | $20.0M | β | 8.279% | 0.42% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 720K | $17.9M | β | 7.445% | 0.00% |
| 7 | EVENTIDE ASSET MANAGEMENT, LLC | 715K | $17.8M | β | 7.392% | 0.29% |
| 8 | RA CAPITAL MANAGEMENT, L.P. | 715K | $17.8M | β | 7.392% | 0.19% |
| 9 | PERCEPTIVE ADVISORS LLC | 715K | $17.8M | β | 7.392% | 0.35% |
| 10 | Point72 Asset Management, L.P. | 692K | $17.2M | +286.5% | 7.152% | 0.02% |
| 11 | ADAR1 Capital Management, LLC | 524K | $13.1M | +681.9% | 5.419% | 0.82% |
| 12 | Velan Capital Investment Management LP | 512K | $12.8M | +64.1% | 5.292% | 7.99% |
| 13 | BALYASNY ASSET MANAGEMENT LLC | 466K | $11.6M | +102.5% | 4.813% | 0.04% |
| 14 | Woodline Partners LP | 457K | $11.4M | β | 4.727% | 0.04% |
| 15 | UBS Group AG | 393K | $9.8M | +4892.0% | 4.060% | 0.00% |
| 16 | Merck & Co., Inc. | 272K | $6.8M | 0.0% | 2.814% | 1.94% |
| 17 | ACUTA CAPITAL PARTNERS, LLC | 269K | $6.7M | +299.4% | 2.784% | 4.83% |
| 18 | BlackRock, Inc. | 233K | $5.8M | +98.1% | 2.404% | 0.00% |
| 19 | KVP Capital Advisors, LP | 227K | $5.6M | β | 2.341% | 4.22% |
| 20 | MARSHALL WACE, LLP | 223K | $5.5M | +160.0% | 2.301% | 0.01% |
| 21 | MILLENNIUM MANAGEMENT LLC | 210K | $5.2M | -49.7% | 2.174% | 0.00% |
| 22 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 200K | $5.0M | 0.0% | 2.067% | 0.01% |
| 23 | Opaleye Management Inc. | 191K | $4.7M | 0.0% | 1.970% | 0.63% |
| 24 | GEODE CAPITAL MANAGEMENT, LLC | 171K | $4.3M | +104.1% | 1.771% | 0.00% |
| 25 | CITADEL ADVISORS LLC | 142K | $3.5M | +343.6% | 1.471% | 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 STRO β a direct measure of their conviction.
Filings activity in STRO 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 | 79 | +27% | 125.90% | +104.43 pp | $351M | +486% |
| Q4 2025 | 62 | 27% | 21.47% | +5.95 pp | $60M | +38% |
| Q3 2025 | 85 | 16% | 15.52% | +2.09 pp | $43M | +16% |
| Q2 2025 | 101 | 11% | 13.43% | 0.17 pp | $37M | 1.3% |
| Q1 2025 | 114 | 5.0% | 13.60% | 25.35 pp | $38M | 65% |
| Q4 2024 | 120 | 7.0% | 38.95% | 33.57 pp | $109M | 46% |
| Q3 2024 | 129 | +8.4% | 72.52% | +9.88 pp | $202M | +16% |
| Q2 2024 | 119 | β | 62.64% | β | $175M | 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 STRO stock.
Based on Q1 2026 13F filings, institutional ownership of Sutro Biopharma, Inc. stands at 125.9%, held across 79 reporting institutions.
BVF INC/IL is the largest reported institutional holder of STRO, with approximately 1,251,788 shares worth $0.03B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of STRO, including Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for STRO is 78 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in STRO during Q1 2026, while 10 fully exited. 48 added to existing positions and 2 trimmed.
STRO institutional ownership rose by 104.43 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 61.2% of all reported 13F value in STRO, and the top 25 account for 93.1%.
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.
Sutro Biopharma, Inc. (STRO) Institutional Ownership