HolderBook

AEON BIOPHARMA INC (AEON)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

23
Reporting holders
$9.2M
Reported value
25.7%
Of shares outstanding
0.0%
Held as options
-1
Holder change

Institutions report 12,802,867 shares against 49,882,790 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Dauntless Investment Group, LLC$9.0M12,490,1547.06%6q+394.1%+$7.2M
GEODE CAPITAL MANAGEMENT, LLC$68.6K95,3110.00%5q+9.5%+$5.9K
VANGUARD CAPITAL MANAGEMENT LLC$65.1K90,5290.00%2qHELD
Blue Owl Capital Holdings LP$30.5K42,3530.00%6qHELD
Formidable Asset Management, LLC$19.7K20,0240.00%2qHELD
StoneX Group Inc.$14.9K18,9530.00%newNEW
VANGUARD FIDUCIARY TRUST CO$9.9K13,7130.00%2q-6.7%
LPL Financial LLC$8.3K11,5070.00%2qHELD
CITIGROUP INC$5.3K7,3150.00%2q+885.8%+$4.7K
UBS Group AG$3.6K5,0620.00%6q+21.0%
BlackRock, Inc.$2.0K2,8340.00%6qHELD
Tower Research Capital LLC (TRC)$1.8K2,5670.00%2q+446.2%+$1.5K
Steward Partners Investment Advisory, LLC$7911,1000.00%6qHELD
WOLFF WIESE MAGANA LLC$4085670.00%6qHELD
SBI Securities Co., Ltd.$1672320.00%6q+121.0%
DUPONT CAPITAL MANAGEMENT CORP$1221700.01%6qHELD
MORGAN STANLEY$1081500.00%6qHELD
GHP Investment Advisors, Inc.$69950.00%6qHELD
WELLS FARGO & COMPANY/MN$65900.00%6q-50.0%
MERCER GLOBAL ADVISORS INC /ADV$58800.00%newNEW
BARCLAYS PLC$42590.00%newNEW
DANSKE BANK A/S$110.00%6qHELD
Caitong International Asset Management Co., Ltd$110.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-2113GTimothy P. Lynch INDIVIDUAL13.0%
2026-07-2113GStonepine Capital Management, LLCwith 3 co-filers9.9%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202623$9.2M12,802,8673620.0%
Q1 202624$2.8M2,841,5096520.0%
Q4 202522$1.7M2,443,0294710.0%
Q3 202521$1.1M1,364,4475220.0%
Q2 202517$551.7K1,225,9592410.0%
Q1 202516$884.8K1,526,77716000.0%
Q4 202435$4.8M8,824,2565780.0%
Q3 202430$10.1M9,572,12213530.0%
Q2 202425$8.7M9,423,86831070.0%
Q1 202426$104.0M9,520,89661130.0%
Q4 202321$57.4M8,675,4017531.0%
Q3 202315$25.9M4,751,38215000.0%