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Lexeo Therapeutics Inc (LXEO)

CUSIP: 52886X107 | NYSE | Healthcare · Biotechnology | Small Cap | 243 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GJPMorgan Chase & Co4,573,7015.5%New 5%+ stakeSep 30, 202692d ahead of 13F (96,290 sh) · +4,477,411
13G/ABAM GP LLC7,844,31110.0%

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,191,754
0.0% of portfolio›$4.0M
Hennion & Walsh Asset Management, Inc.381,989
0.0% of portfolio›$1.3M
Creative Planning177,252
0.0% of portfolio›$599.1K
Privium Fund Management B.V.155,000
0.1% of portfolio›$523.9K
Y-Intercept (Hong Kong) Ltd118,677
0.0% of portfolio›$401.1K
Mitsubishi UFJ Asset Management Co., Ltd.49,574
0.0% of portfolio›$167.6K
Citigroup Inc32,809
0.0% of portfolio›$110.9K
Profund Advisors LLC24,662
0.0% of portfolio›$83.4K
Soltis Investment Advisors LLC20,008
0.0% of portfolio›$67.6K
China Universal Asset Management Co., Ltd.14,970
0.0% of portfolio›$51.2K
Abel Hall, LLC12,642
0.0% of portfolio›$42.7K
ProShare Advisors LLC11,744
0.0% of portfolio›$39.7K
Commonwealth Equity Services, LLC11,123
0.0% of portfolio›$37.6K
Signaturefd, LLC8,362
0.0% of portfolio›$28.3K
Mirae Asset Global Investments Co., Ltd.4,193
0.0% of portfolio›$14.2K
Nisa Investment Advisors, LLC2,765
0.0% of portfolio›$9.3K
GF Fund Management Co. Ltd.1,681
0.0% of portfolio›$5.7K
Sterling Capital Management LLC1,398
0.0% of portfolio›$4.7K
Farther Finance Advisors, LLC812
0.0% of portfolio›$2.7K
EverSource Wealth Advisors, LLC630
0.0% of portfolio›$2.1K
Parallel Advisors, LLC625
0.0% of portfolio›$2.1K
Gamma Investing LLC340
0.0% of portfolio›$1.1K
Essential Partners LLC240
0.0% of portfolio›$811
Parkside Financial Bank & Trust240
0.0% of portfolio›$812
Fortitude Family Office, LLC228
0.0% of portfolio›$771
SBI Securities Co., Ltd.227
0.0% of portfolio›$767
Key FInancial Inc200
0.0% of portfolio›$676
Torren Management, LLC178
0.0% of portfolio›$602
True Wealth Design, LLC135
0.0% of portfolio›$457
IFP Advisors, Inc131
0.0% of portfolio›$443
North Star Investment Management Corp.112
0.0% of portfolio›$379
Root Financial Partners, LLC22
0.0% of portfolio›$74
Silver Grove Financial Group, Inc.10
0.0% of portfolio›$34
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,191,754$4.0M0.0%IndexLowAustin, TX2026-11-04
Hennion & Walsh Asset Management, Inc.
381,989$1.3M0.0%ValueMediumParsippany, NJ2026-10-13
Creative Planning
177,252$599.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Privium Fund Management B.V.
155,000$523.9K0.1%GrowthMediumAmsterdam, Philippines2026-11-03
Y-Intercept (Hong Kong) Ltd
118,677$401.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
49,574$167.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
32,809$110.9K0.0%CoreMediumNew York, NY2026-11-04
Profund Advisors LLC
24,662$83.4K0.0%GrowthLowBethesda, MD2026-10-29
Soltis Investment Advisors LLC
20,008$67.6K0.0%CoreMediumSt. George, UT2026-10-28
China Universal Asset Management Co., Ltd.
14,970$51.2K0.0%GrowthMediumShanghai, France2026-10-28
Abel Hall, LLC
12,642$42.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
ProShare Advisors LLC
11,744$39.7K0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
11,123$37.6K0.0%ETFLowWaltham, MA2026-11-02
Signaturefd, LLC
8,362$28.3K0.0%IndexLowAtlanta, GA2026-10-23
Mirae Asset Global Investments Co., Ltd.
4,193$14.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Nisa Investment Advisors, LLC
2,765$9.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
GF Fund Management Co. Ltd.
1,681$5.7K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Sterling Capital Management LLC
1,398$4.7K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
812$2.7K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
630$2.1K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
625$2.1K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
340$1.1K0.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
240$8110.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
240$8120.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
228$7710.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
227$7670.0%Agg GrowthLowTokyo, Mexico2026-10-22
Key FInancial Inc
200$6760.0%ETFLowWest Chester, PA2026-11-02
Torren Management, LLC
178$6020.0%ETFMediumSan Diego, CA2026-10-29
True Wealth Design, LLC
135$4570.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
131$4430.0%GrowthLowTampa, FL2026-10-16
North Star Investment Management Corp.
112$3790.0%CoreLowChicago, IL2026-10-27
Root Financial Partners, LLC
22$740.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
10$340.0%CoreMediumOrchard Park, NY2026-11-05
New 5%+ stake
Jun 30, 2026
No 13F filer matched
13G/AAffinity Asset Advisors, LLC6,674,9138.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AParadigm BioCapital Advisors GP LLC
with Paradigm BioCapital International Fund Ltd.
4,175,3825.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13GOrbiMed Advisors LLC
with OrbiMed Capital LLC
3,203,0504.1%Newly reportedJun 30, 2026No 13F filer matched
13GJPMorgan Chase & Co4,573,701
5.5% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (96,290 sh) · +4,477,411
13G/ABAM GP LLC7,844,311
10.0% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AAffinity Asset Advisors, LLC6,674,913
8.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AParadigm BioCapital Advisors GP LLC4,175,382
5.3% of class · Jun 30, 2026New 5%+ stake
with Paradigm BioCapital International Fund Ltd.
No 13F filer matched
13GOrbiMed Advisors LLC3,203,050
4.1% of class · Jun 30, 2026Newly reported
with OrbiMed Capital LLC
No 13F filer matched