Forte Biosciences, Inc. - Common Stock (FBRX) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
FBRX on Nasdaq
Shares outstanding
12,506,886
Price per share
$29.22
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,522,905
Total reported value
$314,510,108
% of total 13F portfolios
0%
Share change
+1,950,222
Value change
+$55,513,195
Number of holders
59
Price from insider filings
$29.22
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Forte Biosciences, Inc. - Common Stock (FBRX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FEDERATED HERMES, INC. 13% +10% $18,692,393 +$1,791,458 1,635,380 +11% Federated Hermes, Inc. 30 Sep 2025
ALGER ASSOCIATES INC 13% -1.5% $24,514,005 +$234,270 1,634,267 +0.96% Alger Associates, Inc. 30 Sep 2025
JANUS HENDERSON GROUP PLC 11% +15% $38,881,157 +$20,950,887 1,425,785 +117% JANUS HENDERSON GROUP PLC 31 Dec 2025
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 10% 0% $13,378,307 +$6,618,184 1,268,086 +98% TYBOURNE CAPITAL MANAGEMENT (HK) LTD 30 Jun 2025
Affinity Asset Advisors, LLC 6.7% -2.9% $22,251,791 -$731,169 834,964 -3.2% Affinity Asset Advisors, LLC 22 Jan 2026
Point72 Asset Management, L.P. 6.3% $21,132,810 792,976 Point72 Asset Management, L.P. 12 Jan 2026
Ikarian Capital, LLC 5% -45% $6,516,387 +$89,063 617,667 +1.4% Ikarian Capital, LLC 30 Jun 2025
ORBIMED ADVISORS LLC 8% $3,763,800 510,000 ORBIMED ADVISORS LLC 31 Dec 2024
Oliveira Steven Michael 2.4% -62% $6,797,265 -$2,993,786 300,100 -31% Oliveira Steven Michael 08 Jan 2026
PERCEPTIVE ADVISORS LLC 2.5% $1,209,840 163,935 Perceptive Advisors LLC 31 Dec 2024
BIOTECHNOLOGY VALUE FUND L P 0.5% -95% $980,250 -$8,674,080 65,350 -90% BVF PARTNERS L P/IL 30 Sep 2025
BOOTHBAY FUND MANAGEMENT, LLC 0.8% -87% $567,495 -$369,187 53,791 -39% Boothbay Fund Management, LLC 30 Jun 2025

As of 31 Dec 2025, 59 institutional investors reported holding 11,522,905 shares of Forte Biosciences, Inc. - Common Stock (FBRX). This represents 92% of the company’s total 12,506,886 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Forte Biosciences, Inc. - Common Stock (FBRX) together control 89% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FEDERATED HERMES, INC. 14% 1,765,516 +8% 0.08% $48,145,621
FRED ALGER MANAGEMENT, LLC 12% 1,460,971 -11% 0.16% $39,840,679
JANUS HENDERSON GROUP PLC 11% 1,425,785 +1.6% 0.02% $39,159,185
ORBIMED ADVISORS LLC 9.6% 1,196,955 0% 0.7% $32,640,963
Affinity Asset Advisors, LLC 7.9% 989,490 1.9% $26,983,392
VANGUARD GROUP INC 4.7% 582,263 +2.7% 0% $15,878,312
Point72 Asset Management, L.P. 3.9% 487,275 0.02% $13,287,989
Cable Car Capital, LP 3.2% 400,000 -20% 0.68% $10,908,000
ADAGE CAPITAL PARTNERS GP, L.L.C. 2.7% 333,333 0% 0.01% $9,089,991
Woodline Partners LP 2.7% 331,987 0% 0.04% $9,053,285
FMR LLC 2.5% 310,965 +27% 0% $8,480,016
Ikarian Capital, LLC 2.4% 300,000 0% 1.1% $8,181,001
MILLENNIUM MANAGEMENT LLC 2% 246,685 +106% 0% $6,727,100
AWM Investment Company, Inc. 1.9% 236,821 -9.5% 0.62% $6,458,109
Jain Global LLC 1.6% 202,433 0.05% $5,520,348
SPHERA FUNDS MANAGEMENT LTD. 1.5% 185,869 -61% 1.1% $5,068,648
AMERIPRISE FINANCIAL INC 1.2% 153,027 +119% 0% $4,173,046
GEODE CAPITAL MANAGEMENT, LLC 1% 124,609 +15% 0% $3,400,403
MORGAN STANLEY 0.56% 70,531 +46609% 0% $1,923,381
GOLDMAN SACHS GROUP INC 0.54% 68,023 0% $1,854,987
BlackRock, Inc. 0.52% 64,496 +27% 0% $1,758,806
J. Goldman & Co LP 0.49% 60,800 0.06% $1,658,016
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.42% 52,914 0% $1,442,965
STATE STREET CORP 0.41% 50,721 +33% 0% $1,383,162
683 Capital Management, LLC 0.32% 40,000 0.09% $1,090,800

Institutional Holders of Forte Biosciences, Inc. - Common Stock (FBRX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,522,905 $314,510,108 +$55,513,195 $27.27 59
2025 Q3 10,343,866 $155,080,846 +$6,727,909 $15.00 42
2025 Q2 9,809,779 $127,063,335 +$62,289,077 $12.93 33
2025 Q1 5,034,489 $39,316,245 +$4,704,465 $7.76 29
2024 Q4 4,275,821 $97,104,372 +$81,936,549 $22.71 26
2024 Q3 736,630 $4,120,236 +$4,082,162 $5.59 23