HolderBook

X4 PHARMACEUTICALS INC (XFOR)

Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.

87
Reporting holders
$480.7M
Reported value
103.3%
Of shares outstanding
0.5%
Held as options
+8
Holder change

Institutions report 102,440,277 shares against 99,146,743 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

FilerValueShares Their book Held Change
MORGAN STANLEY$44.2M9,461,2790.00%5qHELD
FMR LLC$38.9M8,321,6570.00%3q+2.7%+$1.0M
Bain Capital Life Sciences Investors, LLC$37.2M7,967,4542.21%5qHELD
PERCEPTIVE ADVISORS LLC$37.0M7,933,4910.56%3q+17.7%+$5.6M
Kalehua Capital Management LLC$34.8M7,445,68011.09%3qHELD
Saturn V Capital Management LP$32.6M6,973,3434.67%3q+8.0%+$2.4M
Empery Asset Management, LP$32.4M6,930,59137.43%3q-22.5%-$9.4M
Deep Track Capital, LP$27.5M5,878,7570.40%4q-7.3%-$2.2M
BlackRock, Inc.$25.9M5,554,9060.00%5q+358.4%+$20.3M
Nantahala Capital Management, LLC$22.9M4,898,9360.38%4q+100.0%+$11.4M
VANGUARD CAPITAL MANAGEMENT LLC$17.4M3,715,8590.00%2q+6.2%+$1.0M
Rosalind Advisors, Inc.$15.0M3,214,7665.58%4qHELD
BRAIDWELL LP$13.6M2,922,7540.50%3q-10.7%-$1.6M
Blackstone Inc.$12.5M2,681,9220.04%3qHELD
Trails Edge Capital Partners, LP$12.0M2,571,4781.91%3qHELD
BVF INC/IL$10.4M2,233,7420.27%4qHELD
GEODE CAPITAL MANAGEMENT, LLC$9.8M2,098,0470.00%5q+123.3%+$5.4M
Venrock Adviser, LLC$9.0M1,934,2530.27%2q+485.2%+$7.5M
SAMSARA BIOCAPITAL, LLC$6.5M1,395,5870.54%3q-23.8%-$2.0M
STATE STREET CORP$6.1M1,296,0170.00%5q+221.2%+$4.2M
Woodline Partners LP$4.7M1,001,0950.01%3qHELD
GOLDMAN SACHS GROUP INC$4.3M916,5360.00%3q+3.9%+$160.7K
NORTHERN TRUST CORP$3.0M652,8490.00%3q+266.3%+$2.2M
VANGUARD FIDUCIARY TRUST CO$2.7M572,0380.00%2q+19.0%+$426.4K
VANGUARD PORTFOLIO MANAGEMENT LLC$2.5M542,1280.00%newNEW
Stonepine Capital Management, LLC$2.1M449,9780.54%4q+34.2%+$535.5K
Verdad Advisers, LP$1.6M352,0931.57%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M14,0500.00%5q-98.4%-$74.0M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.2M263,2640.00%3q+294.4%+$917.7K
Sixth Street Partners Management Company, L.P.$1.2M263,2640.00%newNEW
Caption Management, LLC$1.2Moptions only0.01%newOPTIONS
Bank of New York Mellon Corp$916.9K196,3400.00%newNEW
Affinity Asset Advisors, LLC$677.1K145,0000.03%3qHELD
Nuveen, LLC$501.5K107,3890.00%newNEW
Invesco Ltd.$451.9K96,7720.00%2q+384.6%+$358.7K
ALPS ADVISORS INC$447.0K95,7260.00%newNEW
RHUMBLINE ADVISERS$444.0K95,0810.00%newNEW
Susquehanna Portfolio Strategies, LLC$407.6K87,2820.01%3q-14.9%-$71.5K
DEUTSCHE BANK AG\$368.4K78,8850.00%newNEW
AMERICAN CENTURY COMPANIES INC$349.3K74,7950.00%newNEW
CITIGROUP INC$327.4K70,1120.00%5q+96.0%+$160.4K
WELLS FARGO & COMPANY/MN$316.2K67,7120.00%newNEW
Palumbo Wealth Management LLC$313.4K67,1160.07%4q-48.8%-$298.4K
Squarepoint Ops LLC$313.3K67,0780.00%newNEW
UBS Group AG$271.1K58,0430.00%5q-78.3%-$977.4K
WELLINGTON MANAGEMENT GROUP LLP$241.9K51,8000.00%newNEW
MetLife Investment Management, LLC$224.0K47,9690.00%newNEW
BANK OF AMERICA CORP /DE/$218.8K46,8610.00%5q-68.9%-$484.8K
Point72 Asset Management, L.P.$191.8K41,0720.00%newNEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$173.1K37,0730.00%newNEW
Jump Financial, LLC$160.0K34,2530.00%2q+178.1%+$102.4K
Vanguard Global Advisers, LLC$154.0K32,9770.00%2qHELD
JPMORGAN CHASE & CO$141.9K33,5520.00%5q+101572.7%+$141.8K
Police & Firemen's Retirement System of New Jersey$111.4K23,8460.00%newNEW
AXQ CAPITAL, LP$106.8K22,8800.01%newNEW
MANUFACTURERS LIFE INSURANCE COMPANY, THE$103.1K22,0830.00%newNEW
BARCLAYS PLC$90.8K19,4390.00%3q+590.8%+$77.6K
TWO SIGMA INVESTMENTS, LP$90.7K19,4260.00%4q+40.1%+$26.0K
STIFEL FINANCIAL CORP$86.5K18,5190.00%3q-15.0%-$15.3K
RENAISSANCE TECHNOLOGIES LLC$84.5K18,1000.00%newNEW
INTECH INVESTMENT MANAGEMENT LLC$80.7K17,2900.00%newNEW
NEW YORK STATE COMMON RETIREMENT FUND$77.1K16,5000.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$76.5K16,3840.00%5q+244.5%+$54.3K
VOYA INVESTMENT MANAGEMENT LLC$74.0K15,8380.00%newNEW
CAXTON CORP$72.7K15,5573.92%3qHELD
WINTON GROUP Ltd$67.2K14,4000.00%2q+35.8%+$17.7K
Creative Planning$64.8K13,8720.00%3qHELD
ALLIANCEBERNSTEIN L.P.$60.2K14,5800.00%newNEW
PRUDENTIAL FINANCIAL INC$58.4K12,5000.00%newNEW
ProShare Advisors LLC$49.4K10,5880.00%newNEW
Indivisible Partners$46.9K10,0000.00%3qHELD
Pettinga Financial Advisors LLC$46.7K10,0000.01%newNEW
Legal & General Group Plc$36.7K7,8580.00%newNEW
Tower Research Capital LLC (TRC)$36.2K7,7450.00%5q+4202.8%+$35.3K
Ameritas Investment Partners, Inc.$34.3K7,3380.00%newNEW
Russell Investments Group, Ltd.$33.5K7,1780.00%5q+884.6%+$30.1K
ROYAL BANK OF CANADA$12.0K2,5590.00%newNEW
PNC Financial Services Group, Inc.$8.2K1,7590.00%5qHELD
Sterling Capital Management LLC$7.6K1,6290.00%newNEW
GROUP ONE TRADING LLC$3.3K7120.00%5qHELD
Bleichroeder LP$2.8K5950.00%5qHELD
Blue Trust, Inc.$1.3K2840.00%5qHELD
GSA CAPITAL PARTNERS LLP$35676,3140.02%newNEW
PRICE T ROWE ASSOCIATES INC /MD/$31066,3790.00%newNEW
Rockefeller Capital Management L.P.$154330.00%4qHELD
JONES FINANCIAL COMPANIES LLLP$153380.00%5qHELD
Caitong International Asset Management Co., Ltd$140300.00%newNEW
SBI Securities Co., Ltd.$4290.00%5q-83.3%
HighMark Wealth Management LLC$2860.00%5qHELD

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
2026-08-1413G/ADeep Track Capital, LPwith 3 co-filers8.3%
2026-08-1413G/APerceptive Advisors LLCwith 2 co-filers8.1%
2026-07-3013GBlackRock, Inc.5.9%

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 202687$480.7M102,440,2773224110.5%
Q1 202679$392.6M94,997,6901422170.0%
Q4 202574$344.8M85,897,357361670.4%
Q3 202541$47.9M13,652,3041110102.4%
Q2 202546$4.6M1,995,744470117.0%
Q1 20254$82.3K83,045300100.0%
Q4 20242$229.0K0000100.0%
Q3 20242$190.1K0000100.0%
Q2 20242$155.1K0000100.0%
Q1 20242$262.4K0000100.0%
Q4 20232$400.8K0000100.0%
Q3 20233$506.1K0000100.0%
Q2 20233$1.4M0200100.0%
Q1 20232$12.9K0000100.0%
Q4 20222$13.9K0100100.0%
Q3 20222$122.0K0000100.0%
Q2 20222$168.0K0000100.0%
Q1 20222$1.4M0000100.0%
Q4 20212$117.0K0200100.0%
Q3 20212$23.0K0100100.0%
Q2 20211$16.0K0100100.0%