AVALO THERAPEUTICS INC (AVTX)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
129
Reporting holders
$1.3B
Reported value
133.3%
Of shares outstanding
1.3%
Held as options
+28
Holder change
Institutions report 71,486,802 shares against 53,629,989 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $94.3M | 5,100,216 | 0.00% | 3q | +77.1%+$41.0M |
| BlackRock, Inc. | $80.7M | 4,365,553 | 0.00% | 8q | +1234.7%+$74.6M |
| Nantahala Capital Management, LLC | $68.8M | 3,724,500 | 1.14% | 6q | +201.6%+$46.0M |
| Deep Track Capital, LP | $66.7M | 3,610,000 | 0.97% | new | NEW |
| Caligan Partners LP | $58.5M | 3,163,866 | 2.75% | 4q | +93.5%+$28.3M |
| TCG Crossover Management, LLC | $55.8M | 3,017,120 | 1.34% | 8q | +308.6%+$42.1M |
| Affinity Asset Advisors, LLC | $53.6M | 2,900,000 | 2.42% | 10q | +116.3%+$28.8M |
| STATE STREET CORP | $53.4M | 2,889,287 | 0.00% | 4q | +3932.3%+$52.1M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $46.2M | 2,498,000 | 0.21% | 2q | +172.7%+$29.2M |
| Point72 Asset Management, L.P. | $44.1M | 2,387,026 | 0.05% | 4q | +160.6%+$27.2M |
| Avoro Capital Advisors LLC | $43.1M | 2,333,333 | 0.39% | 2q | +65.5%+$17.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $41.8M | 2,264,246 | 0.00% | 2q | +214.6%+$28.5M |
| BVF INC/IL | $38.4M | 2,075,545 | 0.98% | 8q | +27.1%+$8.2M |
| BANK OF AMERICA CORP /DE/ | $35.4M | 1,913,829 | 0.00% | 9q | +197.6%+$23.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $32.0M | 1,729,000 | 0.04% | 4q | +102.5%+$16.2M |
| Soleus Capital Management, L.P. | $30.6M | 1,654,978 | 1.05% | 3q | +274.4%+$22.4M |
| BRAIDWELL LP | $30.1M | 1,629,182 | 1.11% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $23.3M | 1,260,689 | 0.01% | new | NEW |
| UBS Group AG | $22.3M | 1,209,059 | 0.00% | 11q | +5.9%+$1.2M |
| Logos Global Management LP | $21.3M | 1,150,000 | 0.91% | 2q | +283.3%+$15.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $20.4M | 1,105,118 | 0.00% | 8q | +550.5%+$17.3M |
| Commodore Capital LP | $18.8M | 1,018,319 | 1.12% | 9q | +110.8%+$9.9M |
| RA CAPITAL MANAGEMENT, L.P. | $18.5M | 1,000,000 | 0.16% | 8q | +50.8%+$6.2M |
| GOLDMAN SACHS GROUP INC | $17.5M | 946,320 | 0.00% | 3q | +1474.4%+$16.4M |
| Trails Edge Capital Partners, LP | $16.5M | 891,881 | 2.62% | new | NEW |
| AMERIPRISE FINANCIAL INC | $16.5M | 891,405 | 0.00% | 4q | +158.9%+$10.1M |
| Balyasny Asset Management L.P. | $15.9M | 861,711 | 0.02% | 4q | +17.8%+$2.4M |
| Vestal Point Capital, LP | $14.3M | 775,000 | 0.33% | new | NEW |
| Seven Fleet Capital Management LP | $14.2M | 770,765 | 2.35% | 3q | +260.5%+$10.3M |
| Parkman Healthcare Partners LLC | $14.2M | 766,290 | 1.45% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $13.0M | 702,051 | 0.17% | 5q | +116.5%+$7.0M |
| Squarepoint Ops LLC | $10.9M | 589,245 | 0.01% | 3q | +624.9%+$9.4M |
| Caption Management, LLC | $10.3M | 210,000 | 0.05% | 3q | -53.8%-$12.0M |
| BAKER BROS. ADVISORS LP | $10.2M | 550,000 | 0.05% | new | NEW |
| SILVERARC CAPITAL MANAGEMENT, LLC | $9.2M | 500,402 | 0.96% | new | NEW |
| Davern Capital Partners, LP | $8.7M | 468,666 | 1.48% | new | NEW |
| CITADEL ADVISORS LLC | $8.3M | 323,833 | 0.00% | 4q | +67.2%+$3.3M |
| Pivotal bioVenture Partners Investment Advisor LLC | $8.0M | 434,033 | 2.61% | 2q | +46.7%+$2.6M |
| FRANKLIN RESOURCES INC | $7.5M | 404,191 | 0.00% | new | NEW |
| Boxer Capital Management, LLC | $6.9M | 375,000 | 0.52% | 4q | +25.0%+$1.4M |
| RENAISSANCE TECHNOLOGIES LLC | $6.6M | 357,200 | 0.01% | 4q | +197.4%+$4.4M |
| NORTHERN TRUST CORP | $6.4M | 344,521 | 0.00% | 7q | +1027.5%+$5.8M |
| DV EQUITIES, LLC | $6.1M | 332,213 | 0.88% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $6.0M | 324,808 | 0.00% | 2q | +275.8%+$4.4M |
| Velan Capital Investment Management LP | $6.0M | 324,452 | 3.65% | 7q | +75.3%+$2.6M |
| Schonfeld Strategic Advisors LLC | $5.7M | 310,008 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.3M | 27,227 | 0.00% | 4q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.3M | 284,702 | 0.00% | new | NEW |
| Vivo Capital, LLC | $5.1M | 275,000 | 0.46% | new | NEW |
| Eagle Health Investments LP | $4.3M | 235,093 | 0.72% | new | NEW |
| SPHERA FUNDS MANAGEMENT LTD. | $4.3M | 232,294 | 0.56% | new | NEW |
| PERCEPTIVE ADVISORS LLC | $4.1M | 219,813 | 0.06% | 6q | +57.4%+$1.5M |
| Jump Financial, LLC | $3.7M | 201,902 | 0.03% | 3q | +1476.1%+$3.5M |
| NAN FUNG TRINITY (HK) LTD | $3.5M | 189,000 | 0.34% | 3q | HELD |
| ACUTA CAPITAL PARTNERS, LLC | $3.4M | 186,308 | 2.40% | 2q | +206.4%+$2.3M |
| Walleye Capital LLC | $3.4M | 185,613 | 0.01% | new | NEW |
| RTW INVESTMENTS, LP | $3.2M | 175,000 | 0.03% | 2q | -79.6%-$12.6M |
| Ally Bridge Group (NY) LLC | $2.8M | 150,000 | 2.45% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.5M | 137,475 | 0.00% | 2q | +1274.8%+$2.4M |
| Sixth Street Partners Management Company, L.P. | $2.5M | 137,475 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $2.5M | 134,087 | 0.00% | 10q | -68.3%-$5.3M |
| CenterBook Partners LP | $2.5M | 132,869 | 0.12% | new | NEW |
| MORGAN STANLEY | $2.4M | 128,075 | 0.00% | 11q | -20.6%-$615.7K |
| Moody Aldrich Partners LLC | $2.3M | 125,582 | 0.42% | 3q | -21.2%-$623.6K |
| LMR Partners LLP | $2.3M | options only | 0.01% | new | OPTIONS |
| HighVista Strategies LLC | $2.3M | 122,610 | 0.52% | 4q | +109.2%+$1.2M |
| Aberdeen Group plc | $2.3M | 122,169 | 0.00% | 4q | -28.8%-$914.9K |
| SECTORAL ASSET MANAGEMENT INC | $2.2M | 119,923 | 1.55% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $1.9M | 105,261 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $1.9M | 102,653 | 0.00% | new | NEW |
| Nuveen, LLC | $1.9M | 100,633 | 0.00% | new | NEW |
| Ikarian Capital, LLC | $1.7M | 90,183 | 0.18% | 10q | HELD |
| TD Asset Management Inc | $1.4M | 77,474 | 0.00% | 2q | +50.7%+$481.7K |
| Verition Fund Management LLC | $1.4M | 76,480 | 0.00% | new | NEW |
| CITIGROUP INC | $1.3M | 69,014 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $1.2M | 67,094 | 0.00% | 5q | +4.1%+$49.3K |
| JANE STREET GROUP, LLC | $1.1M | options only | 0.00% | 3q | OPTIONS |
| Rafferty Asset Management, LLC | $1.0M | 56,411 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $994.2K | 53,799 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $984.8K | 53,290 | 0.00% | new | NEW |
| XTX Topco Ltd | $971.7K | 52,583 | 0.01% | 4q | -58.5%-$1.4M |
| DEUTSCHE BANK AG\ | $760.7K | 41,166 | 0.00% | 3q | -72.6%-$2.0M |
| DIMENSIONAL FUND ADVISORS LP | $706.9K | 38,158 | 0.00% | 2q | -6.5%-$49.3K |
| Man Group plc | $681.5K | 36,876 | 0.00% | 2q | -20.8%-$178.8K |
| WELLS FARGO & COMPANY/MN | $675.9K | 36,576 | 0.00% | 2q | HELD |
| Verdad Advisers, LP | $606.6K | 32,827 | 0.58% | new | NEW |
| SIMPLEX TRADING, LLC | $574.7K | options only | 0.00% | 5q | OPTIONS |
| PROFUND ADVISORS LLC | $523.1K | 28,309 | 0.01% | new | NEW |
| GLENMEDE TRUST CO NA | $522.6K | 28,280 | 0.00% | 3q | +9.9%+$47.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $480.5K | 25,712 | 0.00% | new | NEW |
| Persistent Asset Partners Ltd | $453.6K | 24,544 | 0.14% | 3q | +210.0%+$307.2K |
| MetLife Investment Management, LLC | $452.7K | 24,499 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $416.5K | 22,539 | 0.00% | 3q | +12.7%+$47.0K |
| Invesco Ltd. | $410.7K | 22,226 | 0.00% | new | NEW |
| Virtus Investment Advisers, LLC | $409.7K | 22,168 | 0.10% | new | NEW |
| JPMORGAN CHASE & CO | $404.0K | 18,145 | 0.00% | 11q | -90.7%-$3.9M |
| Lynx1 Capital Management LP | $373.3K | 20,200 | 0.03% | new | NEW |
| Vanguard Global Advisers, LLC | $369.8K | 20,010 | 0.00% | 2q | +257.0%+$266.2K |
| SEI INVESTMENTS CO | $331.4K | 17,931 | 0.00% | 2q | -68.5%-$719.3K |
| BARCLAYS PLC | $329.1K | 17,811 | 0.00% | 4q | +21.6%+$58.6K |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Avoro Capital Advisors LLCwith 1 co-filers | 4.4% |
| 2026-08-14 | 13G/A | BVF PARTNERS L P/ILwith 9 co-filers | 5.3% |
| 2026-08-14 | 13G/A | Nantahala Capital Management, LLCwith 2 co-filers | 3.5% |
| 2026-08-14 | 13G/A | Deep Track Capital, LPwith 2 co-filers | 6.9% |
| 2026-08-14 | 13G/A | RA Capital Management, L.P.with 3 co-filers | 6.3% |
| 2026-08-14 | 13G/A | Caligan Partners LPwith 1 co-filers | 5.9% |
| 2026-08-14 | 13G/A | T. Rowe Price Investment Management, Inc. | 0.0% |
| 2026-08-13 | 13G/A | Affinity Asset Advisors, LLCwith 1 co-filers | 5.5% |
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.5% |
| 2026-08-07 | 13G/A | FMR LLCwith 1 co-filers | 10.8% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 9.7% |
| 2026-07-27 | 13G | BlackRock, Inc. | 6.5% |
| 2026-07-06 | 13G/A | Millennium Management LLCwith 2 co-filers | 0.0% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 129 | $1.3B | 71,486,802 | 54 | 47 | 16 | 1.3% |
| Q1 2026 | 101 | $485.2M | 29,200,494 | 31 | 32 | 20 | 10.2% |
| Q4 2025 | 85 | $370.5M | 19,884,046 | 31 | 27 | 14 | 2.5% |
| Q3 2025 | 65 | $196.7M | 15,318,510 | 32 | 15 | 8 | 1.0% |
| Q2 2025 | 36 | $39.1M | 7,843,040 | 5 | 9 | 12 | 0.0% |
| Q1 2025 | 32 | $66.0M | 8,244,768 | 4 | 8 | 3 | 0.0% |
| Q4 2024 | 32 | $55.7M | 7,490,521 | 6 | 8 | 2 | 0.0% |
| Q3 2024 | 28 | $63.2M | 6,656,935 | 9 | 3 | 1 | 0.0% |
| Q2 2024 | 20 | $9.6M | 770,766 | 7 | 4 | 4 | 0.0% |
| Q1 2024 | 17 | $1.9M | 87,249 | 7 | 4 | 3 | 0.0% |
| Q4 2023 | 11 | $205.8K | 22,490 | 11 | 0 | 0 | 0.0% |
| Q3 2023 | 23 | $92.9K | 790,015 | 8 | 4 | 5 | 0.0% |
| Q2 2023 | 22 | $842.7K | 2,371,230 | 2 | 6 | 5 | 0.0% |
| Q1 2023 | 29 | $15.9M | 9,066,161 | 8 | 6 | 5 | 0.0% |
| Q4 2022 | 24 | $27.4M | 5,440,808 | 12 | 2 | 3 | 0.0% |
| Q3 2022 | 17 | $18.4M | 5,549,375 | 18 | 0 | 0 | 0.0% |
| Q2 2022 | 44 | $34.7M | 69,408,112 | 9 | 7 | 18 | 0.0% |
| Q1 2022 | 64 | $56.2M | 77,717,621 | 7 | 10 | 28 | 0.0% |
| Q4 2021 | 71 | $136.5M | 80,056,202 | 15 | 29 | 13 | 0.3% |
| Q3 2021 | 74 | $176.0M | 80,496,805 | 76 | 0 | 0 | 0.2% |