Annexon, Inc. - COMMON STOCK (ANNX) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2020 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
ANNX on Nasdaq
Shares outstanding
143,978,456
Price per share
$5.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
44,873,015
Total reported value
$225,199,582
% of total 13F portfolios
0%
Share change
+5,059,102
Value change
+$32,693,203
Number of holders
94
Price from insider filings
$5.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Annexon, Inc. - COMMON STOCK (ANNX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Satter Muneer A 7.2% $36,032,262 10,444,134 Satter Muneer A 19 Nov 2025
FMR LLC 7.1% -30% $51,316,801 -$4,310,639 10,222,470 -7.7% FMR LLC 31 Dec 2025
BlackRock, Inc. 6.1% $44,521,150 8,868,755 BlackRock, Inc. 31 Dec 2025
VANGUARD GROUP INC 5.3% +8.2% $17,797,092 +$1,389,132 5,835,112 +8.5% The Vanguard Group 30 Sep 2025
Bain Capital Life Sciences Fund, L.P. 4.9% $9,973,231 5,249,069 BCLS I Investco, LP 31 Dec 2024
Point72 Asset Management, L.P. 0.1% $181,317 95,430 Point72 Asset Management, L.P. 31 Mar 2025

As of 31 Dec 2025, 94 institutional investors reported holding 44,873,015 shares of Annexon, Inc. - COMMON STOCK (ANNX). This represents 31% of the company’s total 143,978,456 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Annexon, Inc. - COMMON STOCK (ANNX) together control 30% 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
BlackRock, Inc. 6.2% 8,960,434 +13% 0% $44,981,380
VANGUARD GROUP INC 5.4% 7,753,387 +33% 0% $38,922,003
STATE STREET CORP 3.2% 4,652,185 +127% 0% $23,353,969
Nuveen, LLC 2% 2,915,324 +327% 0% $14,634,927
GEODE CAPITAL MANAGEMENT, LLC 2% 2,902,896 +19% 0% $14,576,148
MORGAN STANLEY 2% 2,856,143 -5.7% 0% $14,337,838
GOLDMAN SACHS GROUP INC 1.2% 1,768,745 -26% 0% $8,879,100
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.73% 1,057,060 +34% 0% $5,306,441
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.63% 903,439 -7.8% 0% $4,535,264
ACADIAN ASSET MANAGEMENT LLC 0.6% 861,245 +62% 0.01% $4,321,000
RENAISSANCE TECHNOLOGIES LLC 0.56% 802,600 +6.5% 0.01% $4,029,052
DIMENSIONAL FUND ADVISORS LP 0.5% 718,680 -6.3% 0% $3,607,910
SIRIOS CAPITAL MANAGEMENT L P 0.49% 710,256 -27% 0.44% $3,565,485
JACOBS LEVY EQUITY MANAGEMENT, INC 0.47% 683,879 +2927% 0.01% $3,433,073
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.45% 642,038 -40% 0.03% $3,223,031
KENNEDY CAPITAL MANAGEMENT LLC 0.44% 639,902 -0.09% 0.07% $3,212,308
WELLS FARGO & COMPANY/MN 0.4% 573,748 +40% 0% $2,880,214
DEUTSCHE BANK AG\ 0.39% 560,744 -63% 0% $2,814,935
Hennion & Walsh Asset Management, Inc. 0.37% 534,986 +12% 0.09% $2,685,630
MARSHALL WACE, LLP 0.36% 520,998 0% $2,615,410
JANE STREET GROUP, LLC 0.36% 513,836 +134% 0% $2,579,457
UBS Group AG 0.26% 377,104 +8.9% 0% $1,893,062
Bank of New York Mellon Corp 0.25% 361,677 +17% 0% $1,815,619
BARCLAYS PLC 0.2% 289,963 +96% 0% $1,455,614
AMERICAN CENTURY COMPANIES INC 0.17% 251,158 +6.1% 0% $1,260,813

Institutional Holders of Annexon, Inc. - COMMON STOCK (ANNX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 44,873,015 $225,199,582 +$32,693,203 $5.02 94
2025 Q3 101,393,828 $309,259,134 +$11,182,352 $3.05 144
2025 Q2 99,449,067 $238,679,312 +$759,672 $2.40 127
2025 Q1 99,491,910 $192,036,870 -$14,234,585 $1.93 146
2024 Q4 111,907,572 $574,088,227 +$7,286,342 $5.13 151
2024 Q3 109,990,075 $651,286,147 +$12,076,588 $5.92 141
2024 Q2 107,381,777 $526,166,969 +$50,550,360 $4.90 139
2024 Q1 94,762,361 $679,439,424 +$107,931,991 $7.17 125
2023 Q4 80,514,496 $365,538,892 +$125,501,716 $4.54 98
2023 Q3 53,312,574 $125,814,682 -$910,472 $2.36 91
2023 Q2 53,372,682 $187,869,879 -$1,833,578 $3.52 93
2023 Q1 53,953,057 $207,583,535 +$11,598,782 $3.85 98
2022 Q4 47,049,561 $243,269,266 +$3,854,655 $5.17 81
2022 Q3 46,270,615 $285,949,000 +$49,950,788 $6.18 69
2022 Q2 38,409,280 $144,864,000 +$5,360,704 $3.77 74
2022 Q1 38,555,259 $105,261,060 -$23,763,559 $2.73 96
2021 Q4 38,766,276 $445,683,894 +$6,730,750 $11.49 94
2021 Q3 38,055,922 $708,635,015 -$28,821,254 $18.61 81
2021 Q2 38,854,536 $873,668,672 +$29,687,677 $22.51 73
2021 Q1 37,426,974 $1,040,768,344 +$38,809,119 $27.84 72
2020 Q4 36,208,873 $904,277,496 -$17,927,945 $25.03 70
2020 Q3 34,842,574 $1,039,585,431 +$1,039,585,431 $30.23 65