Avalo Therapeutics Ownership | Who Owns Avalo Therapeutics?
Avalo Therapeutics Ownership Summary
Avalo Therapeutics is owned by 24.20% institutional investors, 1.61% insiders, and 74.19% retail investors. Fmr is the largest institutional shareholder, holding 21.48% of AVTX shares. T. Rowe Price US Small-Cap Core Equity is the top mutual fund, with 2.77% of its assets in Avalo Therapeutics shares.
AVTX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Avalo Therapeutics | 24.20% | 1.61% | 74.19% |
| Sector | Healthcare Stocks | 35.58% | 11.87% | 52.55% |
| Industry | Biotech Stocks | 35.80% | 11.85% | 52.35% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 2.88M | 21.48% | $42.99M |
| T. rowe price investment management | 2.16M | 16.13% | $32.29M |
| Caligan partners lp | 1.64M | 12.20% | $24.41M |
| Bvf inc/il | 1.63M | 12.18% | $24.38M |
| Avoro capital advisors | 1.41M | 10.52% | $21.05M |
| Affinity asset advisors | 1.34M | 10.00% | $20.02M |
| Nantahala capital management | 1.24M | 9.21% | $18.44M |
| Ubs group | 1.14M | 8.52% | $17.05M |
| Point72 asset management | 916.14K | 6.83% | $13.68M |
| Farallon capital management | 916.00K | 6.83% | $13.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Velan capital investment management lp | 185.12K | 1.73% | $2.76M |
| Caligan partners lp | 1.64M | 1.62% | $24.41M |
| Pivotal bioventure partners investment advisor | 295.93K | 1.58% | $4.42M |
| Ally bridge group (ny) | 178.10K | 1.38% | $2.26M |
| Exome asset management | 159.34K | 1.23% | $2.38M |
| Affinity asset advisors | 1.34M | 1.03% | $20.02M |
| Bvf inc/il | 1.63M | 0.78% | $24.38M |
| Nantahala capital management | 1.24M | 0.68% | $18.44M |
| Acuta capital partners | 60.81K | 0.64% | $907.86K |
| Boxer capital management | 300.00K | 0.59% | $4.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 2.88M | 0.00% | 2.66M |
| T. rowe price investment management | 2.16M | 0.02% | 2.16M |
| Avoro capital advisors | 1.41M | 0.21% | 1.41M |
| Farallon capital management | 916.00K | 0.08% | 916.00K |
| Rtw investments, lp | 856.96K | 0.13% | 856.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Orbimed advisors | 475.17K | 0.14% | -712.13K |
| Silverarc capital management | - | - | -524.44K |
| Marshall wace, llp | 129.14K | 0.00% | -378.41K |
| Patient square capital lp | - | - | -311.97K |
| Citadel advisors | 193.74K | 0.00% | -225.76K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| T. rowe price investment management | 2.16M | 0.02% | 2.16M | $32.29M |
| Avoro capital advisors | 1.41M | 0.21% | 1.41M | $21.05M |
| Farallon capital management | 916.00K | 0.08% | 916.00K | $13.68M |
| Rtw investments, lp | 856.96K | 0.13% | 856.96K | $12.79M |
| Kennedy capital management | 387.98K | 0.12% | 387.98K | $5.79M |
Sold Out
| Holder | Change |
|---|---|
| Raymond james financial | -1.00 |
| Group one trading | -1.00 |
| Sbi securities | -23.00 |
| Simplex trading | -748.00 |
| Citigroup | -1.14K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 22 | -76.34% | 3,244,082 | -83.69% | 24 | 0.12% | 14 | -77.42% | 2 | -84.62% |
| Dec 31, 2025 | 41 | -41.43% | 8,217,986 | -46.35% | 58 | 0.29% | 30 | -36.17% | 4 | -50.00% |
| Sep 30, 2025 | 69 | 97.14% | 14,834,685 | 89.14% | 136 | 2.61% | 47 | 261.54% | 8 | -33.33% |
| Jun 30, 2025 | 35 | 6.06% | 7,843,040 | -4.99% | 72 | 1.18% | 13 | -13.33% | 12 | 200.00% |
| Mar 31, 2025 | 33 | - | 8,255,057 | 9.62% | 78 | 1.52% | 15 | -11.76% | 4 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price US Small-Cap Core Equity | 678.82K | 2.77% | 678.82K |
| T. Rowe Price Small-Cap Stock | 678.82K | 2.77% | 678.82K |
| Vanguard Total Stock Mkt Idx Inv | 537.79K | 2.01% | - |
| FIAM Small Cap Core CIT Cl B | 522.10K | 1.95% | 522.10K |
| T. Rowe Price Small-Cap Value | 379.09K | 1.55% | 379.09K |
| T. Rowe Price Instl Small-Cap Stock | 348.39K | 1.42% | 348.39K |
| Fidelity Advisor Biotechnology I | 358.30K | 1.34% | - |
| T. Rowe Price U.S. SC Core Eq Tr-D | 322.06K | 1.31% | 322.06K |
| Kennedy Micro Cap | 247.47K | 1.01% | 247.47K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 247.44K | 1.01% | 247.44K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2026 | Doyle Mittie | Chief Medical Officer | Sell | $10.86K |
| May 15, 2026 | Doyle Mittie | Chief Medical Officer | Sell | $56.28K |
| May 07, 2026 | Sullivan Christopher Ryan | Chief Financial Officer | Sell | $448.82K |
| May 06, 2026 | VARKI PAUL | Chief Legal Officer | Sell | $706.84K |
| May 06, 2026 | VARKI PAUL | Chief Legal Officer | Sell | $484.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 28 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
AVTX Ownership FAQ
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