FORTE BIOSCIENCES INC (FBRX)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
85
Reporting holders
$431.0M
Reported value
95.1%
Of shares outstanding
0.5%
Held as options
+16
Holder change
Institutions report 20,183,107 shares against 21,229,087 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, 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 |
|---|---|---|---|---|---|
| FEDERATED HERMES, INC. | $44.8M | 2,110,516 | 0.06% | 5q | +19.5%+$7.3M |
| ORBIMED ADVISORS LLC | $33.5M | 1,577,705 | 0.62% | 7q | +31.8%+$8.1M |
| FRED ALGER MANAGEMENT, LLC | $30.6M | 1,439,697 | 0.10% | 8q | +13.0%+$3.5M |
| Jupiter Topco LLC | $29.2M | 1,373,060 | 0.01% | new | FIRST |
| BlackRock, Inc. | $26.0M | 1,222,862 | 0.00% | 8q | +1755.0%+$24.6M |
| Affinity Asset Advisors, LLC | $24.3M | 1,145,391 | 1.10% | 3q | +13.2%+$2.8M |
| MPM BIOIMPACT LLC | $21.0M | 987,448 | 1.28% | 2q | -1.3%-$281.2K |
| TCG Crossover Management, LLC | $19.6M | 920,000 | 0.47% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $18.3M | 861,737 | 0.00% | 2q | +62.1%+$7.0M |
| Woodline Partners LP | $15.1M | 712,753 | 0.05% | 7q | +114.7%+$8.1M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $14.9M | 700,000 | 0.02% | 5q | -26.3%-$5.3M |
| Integral Health Asset Management, LLC | $14.3M | 675,000 | 0.57% | 2q | +350.0%+$11.2M |
| MILLENNIUM MANAGEMENT LLC | $13.9M | 655,199 | 0.01% | 6q | +93.9%+$6.7M |
| CITADEL ADVISORS LLC | $11.6M | 547,415 | 0.00% | 2q | +134.6%+$6.7M |
| FMR LLC | $10.7M | 502,826 | 0.00% | 4q | +47.6%+$3.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $10.1M | 473,280 | 0.00% | 8q | +277.3%+$7.4M |
| AMERIPRISE FINANCIAL INC | $8.9M | 418,891 | 0.00% | 4q | +87.4%+$4.2M |
| Cable Car Capital, LP | $8.5M | 400,000 | 0.18% | 8q | HELD |
| STATE STREET CORP | $7.0M | 328,522 | 0.00% | 4q | +499.3%+$5.8M |
| Candriam S.C.A. | $6.4M | 303,100 | 0.03% | 2q | +257.4%+$4.6M |
| Boxer Capital Management, LLC | $5.8M | 274,500 | 0.44% | new | NEW |
| Trails Edge Capital Partners, LP | $5.8M | 273,181 | 0.92% | new | NEW |
| SPHERA FUNDS MANAGEMENT LTD. | $5.3M | 249,693 | 0.69% | 5q | +35.0%+$1.4M |
| Squadron Capital Management LLC | $4.8M | 225,000 | 1.48% | new | NEW |
| AWM Investment Company, Inc. | $4.7M | 222,500 | 0.41% | 4q | +11.2%+$478.1K |
| UBS Group AG | $3.5M | 164,557 | 0.00% | 6q | +704.7%+$3.1M |
| NORTHERN TRUST CORP | $3.2M | 150,887 | 0.00% | 4q | +536.3%+$2.7M |
| VANGUARD FIDUCIARY TRUST CO | $2.9M | 136,174 | 0.00% | 2q | +88.9%+$1.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8M | 133,771 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 14,311 | 0.00% | 3q | -89.3%-$19.9M |
| Nuveen, LLC | $2.3M | 108,347 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $1.5M | 70,409 | 0.00% | 2q | -23.3%-$454.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $999.7K | 47,043 | 0.00% | new | NEW |
| Sixth Street Partners Management Company, L.P. | $999.7K | 47,043 | 0.00% | new | NEW |
| J. Goldman & Co LP | $981.4K | 46,182 | 0.03% | 3q | -14.8%-$169.8K |
| MORGAN STANLEY | $956.4K | 45,007 | 0.00% | 8q | -91.0%-$9.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $938.3K | 44,156 | 0.00% | 2q | +49.7%+$311.6K |
| Bank of New York Mellon Corp | $869.8K | 40,930 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $853.4K | 40,160 | 0.00% | 3q | -24.9%-$282.9K |
| Balyasny Asset Management L.P. | $826.6K | 38,898 | 0.00% | 2q | +107.8%+$428.8K |
| BANK OF AMERICA CORP /DE/ | $713.3K | 33,567 | 0.00% | 8q | +55.4%+$254.2K |
| MANGROVE PARTNERS IM, LLC | $708.6K | 33,346 | 0.05% | 2q | +29.7%+$162.4K |
| ENVESTNET ASSET MANAGEMENT INC | $639.8K | 30,108 | 0.00% | 5q | +4.9%+$30.0K |
| XTX Topco Ltd | $636.4K | 29,947 | 0.01% | new | NEW |
| Trexquant Investment LP | $534.8K | 25,168 | 0.00% | 3q | -65.8%-$1.0M |
| Weil Company, Inc. | $526.3K | 24,765 | 0.09% | 2q | HELD |
| RHUMBLINE ADVISERS | $470.7K | 22,149 | 0.00% | new | NEW |
| Ikarian Capital, LLC | $445.7K | 20,972 | 0.05% | 7q | -82.4%-$2.1M |
| JANE STREET GROUP, LLC | $442.1K | 20,805 | 0.00% | 3q | -64.1%-$789.0K |
| DEUTSCHE BANK AG\ | $409.5K | 19,271 | 0.00% | new | NEW |
| Persistent Asset Partners Ltd | $388.1K | 18,263 | 0.12% | 3q | +170.8%+$244.8K |
| WELLS FARGO & COMPANY/MN | $386.0K | 18,164 | 0.00% | 5q | +1709.2%+$364.6K |
| BNP PARIBAS FINANCIAL MARKETS | $346.2K | 16,290 | 0.00% | 8q | +374.1%+$273.1K |
| TWO SIGMA INVESTMENTS, LP | $285.0K | 13,411 | 0.00% | 3q | -13.5%-$44.6K |
| ROYAL BANK OF CANADA | $283.0K | 13,322 | 0.00% | 7q | HELD |
| Squarepoint Ops LLC | $261.7K | 12,317 | 0.00% | 2q | -40.7%-$179.3K |
| Invesco Ltd. | $260.9K | 12,279 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $243.8K | 11,471 | 0.00% | new | NEW |
| ExodusPoint Capital Management, LP | $217.2K | 10,223 | 0.00% | 3q | -25.6%-$74.9K |
| CITIGROUP INC | $193.4K | 9,102 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $188.7K | 8,880 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $171.4K | 8,041 | 0.00% | 2q | +100412.5%+$171.3K |
| China Universal Asset Management Co., Ltd. | $170.0K | 8,000 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $144.5K | 6,800 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $142.4K | 6,702 | 0.00% | 2q | +48.9%+$46.8K |
| Police & Firemen's Retirement System of New Jersey | $121.4K | 5,712 | 0.00% | new | NEW |
| BARCLAYS PLC | $92.7K | 4,362 | 0.00% | 4q | -67.1%-$189.3K |
| Tower Research Capital LLC (TRC) | $45.5K | 2,140 | 0.00% | new | NEW |
| Legal & General Group Plc | $40.0K | 1,880 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $37.4K | 1,758 | 0.00% | new | NEW |
| STRS OHIO | $36.1K | 1,700 | 0.00% | new | NEW |
| Quantbot Technologies LP | $30.7K | 1,444 | 0.00% | new | NEW |
| State of Wyoming | $21.7K | 1,020 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $21.2K | options only | 0.00% | 2q | OPTIONS |
| NATIONAL BANK OF CANADA /FI/ | $12.2K | 572 | 0.00% | 3q | +19.7%+$2.0K |
| Steward Partners Investment Advisory, LLC | $10.5K | 493 | 0.00% | 4q | HELD |
| LORD, ABBETT & CO. LLC | $4.5K | 210,442 | 0.01% | 2q | +83.6%+$2.0K |
| FIFTH THIRD BANCORP | $3.2K | 150 | 0.00% | 2q | -69.8%-$7.4K |
| Caitong International Asset Management Co., Ltd | $2.4K | 113 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $2.2K | 104 | 0.00% | 8q | -49.0%-$2.1K |
| Sterling Capital Management LLC | $1.4K | 68 | 0.00% | new | NEW |
| ASSETMARK, INC | $723 | 34 | 0.00% | 4q | -26.1% |
| Quarry LP | $574 | 27 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $338 | 15,900 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $255 | 12 | 0.00% | 7q | HELD |
| REAP Financial Group, LLC | $64 | 3 | 0.00% | 8q | HELD |
| Allworth Financial LP | $22 | 1 | 0.00% | new | NEW |
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 | ORBIMED ADVISORS LLCwith 2 co-filers | 6.2% |
| 2026-08-13 | 13G/A | Affinity Asset Advisors, LLCwith 1 co-filers | 5.6% |
| 2026-08-13 | 13G/A | JANUS HENDERSON GROUP Ltd. | 9.3% |
| 2026-08-12 | 13G/A | Adage Capital Management, L.P.with 2 co-filers | 3.4% |
| 2026-08-11 | 13G | Glazer Capital, LLCwith 1 co-filers | 1.5% |
| 2026-08-07 | 13G/A | Alger Associates, Inc. | 4.6% |
| 2026-08-07 | 13G/A | JANUS HENDERSON GROUP Ltd. | 2.5% |
| 2026-07-28 | 13G | BlackRock, Inc. | 5.9% |
| 2026-07-16 | 13G/A | Millennium Management LLCwith 2 co-filers | 3.2% |
| 2026-07-08 | 13G/A | Federated Hermes, Inc.with 4 co-filers | 10.3% |
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 | 85 | $431.0M | 20,183,107 | 29 | 31 | 17 | 0.5% |
| Q1 2026 | 69 | $354.3M | 13,616,697 | 18 | 23 | 18 | 0.8% |
| Q4 2025 | 59 | $315.7M | 11,522,905 | 25 | 21 | 7 | 0.4% |
| Q3 2025 | 42 | $155.1M | 10,343,866 | 15 | 13 | 6 | 0.0% |
| Q2 2025 | 33 | $127.2M | 9,819,013 | 8 | 15 | 4 | 0.0% |
| Q1 2025 | 29 | $39.3M | 5,034,489 | 5 | 7 | 4 | 0.0% |
| Q4 2024 | 26 | $97.1M | 4,275,821 | 8 | 6 | 4 | 0.0% |
| Q3 2024 | 24 | $4.1M | 736,634 | 23 | 0 | 0 | 0.0% |
| Q2 2024 | 33 | $10.2M | 19,068,509 | 3 | 5 | 4 | 0.0% |
| Q1 2024 | 31 | $13.2M | 18,918,539 | 1 | 5 | 4 | 0.0% |
| Q4 2023 | 33 | $15.4M | 18,730,546 | 1 | 5 | 5 | 0.1% |
| Q3 2023 | 30 | $11.1M | 16,568,806 | 8 | 6 | 5 | 0.9% |
| Q2 2023 | 26 | $3.5M | 3,245,642 | 1 | 7 | 8 | 4.1% |
| Q1 2023 | 26 | $3.7M | 3,617,733 | 0 | 7 | 8 | 0.6% |
| Q4 2022 | 27 | $3.3M | 3,253,945 | 6 | 2 | 5 | 2.1% |
| Q3 2022 | 27 | $3.0M | 2,669,771 | 5 | 6 | 10 | 4.1% |
| Q2 2022 | 31 | $4.5M | 2,311,654 | 7 | 5 | 12 | 32.6% |
| Q1 2022 | 47 | $5.8M | 3,888,223 | 7 | 6 | 22 | 1.9% |
| Q4 2021 | 49 | $12.8M | 5,431,344 | 12 | 15 | 11 | 9.1% |
| Q3 2021 | 56 | $16.9M | 3,909,752 | 25 | 16 | 11 | 24.4% |
| Q2 2021 | 75 | $312.4M | 9,294,574 | 30 | 23 | 14 | 0.0% |
| Q1 2021 | 62 | $273.1M | 7,968,361 | 20 | 19 | 12 | 0.0% |
| Q4 2020 | 49 | $305.6M | 8,392,583 | 14 | 19 | 7 | 0.0% |
| Q3 2020 | 47 | $330.1M | 6,804,065 | 25 | 8 | 9 | 0.0% |
| Q2 2020 | 26 | $42.6M | 2,884,079 | 26 | 0 | 0 | 1.3% |
| Q1 2020 | 1 | $2.0K | 66 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $2.0K | 66 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $2.0K | 66 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $2.0K | 66 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $2.0K | 66 | 1 | 0 | 0 | 0.0% |