AVTX — AVALO THERAPEUTICS INC
As of Q2 2026, 26 SEC-registered investment managers reported holding AVTX (AVALO THERAPEUTICS INC) in their latest 13F filings, with a combined reported value of $419.77M across 24.02M shares. That is +150.3% by share count (+14.43M shares) versus the previous quarter, while reported value moved +192.9%. Ownership is concentrated: the five largest holders account for 71.6% of reported value and the top ten for 91.7%.
Compared with the prior quarter, 9 opened new positions, 14 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AVTX is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 5.10M | $94.25M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 4.37M | $80.68M | 0.00% | Add |
| Farallon Capital Management history | Q2 2026 | 2.50M | $46.16M | 0.21% | Add |
| Point72 Asset Management history | Q2 2026 | 2.39M | $44.11M | 0.05% | Add |
| Bank of America Corp history | Q2 2026 | 1.91M | $35.37M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 1.21M | $22.34M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 1.11M | $20.43M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 946.32K | $17.49M | 0.00% | Add |
| Balyasny Asset Management history | Q2 2026 | 861.71K | $15.92M | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 804.08K | $14.60M | 0.00% | Add |
| Millennium Management history | Q1 2026 | 835.48K | $12.47M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 450.23K | $8.32M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 404.19K | $7.47M | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 357.20K | $6.60M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 344.52K | $6.37M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 137.47K | $2.54M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 128.07K | $2.37M | 0.00% | Reduce |
| Wellington Management Group history | Q2 2026 | 105.26K | $1.95M | 0.00% | New |
| Marshall Wace history | Q1 2026 | 129.14K | $1.93M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 102.65K | $1.90M | 0.00% | New |
New Positions (Q2 2026)
- Franklin Resources 404.19K sh · $7.47M
- Wellington Management Group 105.26K sh · $1.95M
- BNY Mellon 102.65K sh · $1.90M
- Citigroup Inc 69.01K sh · $1.28M
- Manulife Financial 53.80K sh · $994.21K
- Invesco Ltd 22.23K sh · $410.74K
- Legal & General Investment Management America 4.05K sh · $74.90K
- JPMorgan Chase & Co 2.80K sh · $54.01K
- T. Rowe Price Associates 1.31M sh · $24.24K
Fully Exited (vs previous quarter)
- Millennium Management sold 835.48K sh · $12.47M
- Marshall Wace sold 129.14K sh · $1.93M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | — | — | 249 | 1.22K | 35 | 13 | — | — | — | — | — | 2 | 1 | — | — | — | — | 220.30K | 2.88M | 5.10M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 329 | 133.24K | 133.73K | 155.90K | 154.25K | 289.57K | 327.08K | 4.37M |
| Farallon Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 916.00K | 2.50M |
| Point72 Asset Management | 6.01M | 6.01M | 6.01M | 6.01M | 500.74K | 500.74K | 1.10M | — | — | — | — | — | — | — | — | — | 1.05M | 627.50K | 916.14K | 2.39M |
| Bank of America Corp | 46.82K | 27.16K | 3.76K | 52 | 4 | 10 | 4.31K | 4.13K | — | — | — | 5.60K | 5.60K | 5.67K | 5.67K | 406.57K | 605.84K | 621.35K | 643.00K | 1.91M |
| UBS Group AG | 49 | 17.79K | 22.39K | 8.53K | 6.76K | 6.18K | 2.35K | 1.92K | 112 | 2 | 7.71K | 3.58K | 6.13K | 98.52K | 98.95K | 83.72K | 45.21K | 477.82K | 1.14M | 1.21M |
| Geode Capital Management | 1.24M | 1.33M | 1.36M | 846.39K | 51.42K | 51.33K | 51.33K | 80.97K | 133.52K | — | — | — | 10.11K | 104.85K | 107.81K | 110.46K | 104.19K | 166.15K | 169.89K | 1.11M |
| Goldman Sachs Group | 672.66K | 685.26K | 524.88K | 649.65K | 35.64K | 33.11K | 32.26K | — | — | — | — | — | — | — | — | — | — | 65.31K | 60.11K | 946.32K |
| Balyasny Asset Management | — | — | — | 15.99K | — | — | — | — | — | — | — | — | — | — | — | — | 817.44K | 439.31K | 731.59K | 861.71K |
| Citadel Advisors | 57.56K | 73.53K | 29.16K | 88.97K | — | — | — | — | — | — | — | — | — | — | — | — | 492.57K | 419.49K | 260.54K | 450.23K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 404.19K |
| Renaissance Technologies | 27.98K | 39.95K | 367.19K | 340.03K | — | — | — | — | — | — | — | — | — | — | — | — | 98.70K | 18.30K | 120.11K | 357.20K |
| Northern Trust Corp | 517.30K | 533.58K | 534.67K | 116.46K | 10.86K | 10.86K | 10.84K | 10.84K | 10.84K | — | — | — | — | 22.67K | 22.67K | 22.67K | 18.57K | 32.20K | 30.56K | 344.52K |
| Charles Schwab Investment Management | 132.71K | 155.78K | 135.37K | 56.95K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.00K | 137.47K |
| Morgan Stanley | 73.83K | 154.46K | 75.31K | 40.45K | 11.60K | 12.43K | 12.33K | 10.82K | 10.51K | 44 | 39 | 10 | 10 | 10 | 360 | 10 | 10 | 264.91K | 161.39K | 128.07K |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 105.26K |
| BNY Mellon | 158.31K | 161.42K | 161.42K | 48.31K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 102.65K |
| Citigroup Inc | 6.03K | 17.73K | 2.27K | 2.32K | — | — | — | — | — | — | — | — | — | — | — | — | 400 | 1.14K | — | 69.01K |
| Two Sigma Investments | 732.93K | 295.98K | 70.70K | — | — | — | — | — | — | — | — | — | — | — | — | 12.89K | 49.24K | 148.24K | 64.42K | 67.09K |
| Manulife Financial | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 53.80K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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