AEON · Company research
AEON Biopharma, Inc. (AEON): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
33records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 567 | 408 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90529 | 65090 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 42 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 108 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DUPONT CAPITAL MANAGEMENT CORP | 1128251 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170 | 122 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 791 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Blue Owl Capital Holdings LP | 1858703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42353 | 30494 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11507 | 8277 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2834 | 2038 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 58 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Formidable Asset Management, LLC | 1592613 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20024 | 19724 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13713 | 9860 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Dauntless Investment Group, LLC | 2044285 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12490154 | 8984168 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4656 | 3348 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| StoneX Group Inc. | 913760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18953 | 14942 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 65 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GHP Investment Advisors, Inc. | 1401561 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95 | 69 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| StoneX Group Inc. Common Stock | 913760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18953 | 14942000 | — | — | — | Aug 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2834 | 2038000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7315 | 5262000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7315 | 5262 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232 | 167 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2567 | 1846 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70048 | 50385 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 742 | 731000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2834 | 2791000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 89 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2834 | 3117000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| StoneX Group Inc. Common Stock | 913760 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 17578 | 14214000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| StoneX Group Inc. | 913760 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 17578 | 14214000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2834 | 2292000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.