Forte Biosciences, Inc. - Common Stock, par value $0.001 per share (FBRX) Institutional Ownership

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

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
FBRX on Nasdaq
Shares outstanding
12,462,149
Price per share
$27.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,175,916
Total reported value
$113,879,547
% of total 13F portfolios
0%
Share change
+1,332,634
Value change
+$37,673,621
Number of holders
31
Price from insider filings
$27.27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Forte Biosciences, Inc. - Common Stock, par value $0.001 per share (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
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
JANUS HENDERSON GROUP PLC 9.9% 0% $6,936,720 657,509 0% JANUS HENDERSON GROUP PLC 30 Jun 2025
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, 31 institutional investors reported holding 4,175,916 shares of Forte Biosciences, Inc. - Common Stock, par value $0.001 per share (FBRX). This represents 34% of the company’s total 12,462,149 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Forte Biosciences, Inc. - Common Stock, par value $0.001 per share (FBRX) together control 34% 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
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
AWM Investment Company, Inc. 1.9% 236,821 -9.5% 0.62% $6,458,109
GEODE CAPITAL MANAGEMENT, LLC 1% 124,609 +15% 0% $3,400,403
MORGAN STANLEY 0.57% 70,531 +46609% 0% $1,923,381
GOLDMAN SACHS GROUP INC 0.55% 68,023 0% $1,854,987
BlackRock, Inc. 0.52% 64,496 +27% 0% $1,758,806
STATE STREET CORP 0.41% 50,721 +33% 0% $1,383,162
MARSHALL WACE, LLP 0.29% 36,297 +89% 0% $989,821
UBS Group AG 0.2% 24,824 +1491% 0% $676,951
BARCLAYS PLC 0.19% 24,111 +2840% 0% $657,507
ENVESTNET ASSET MANAGEMENT INC 0.16% 19,498 -16% 0% $531,710
AlphaQuest LLC 0.15% 18,804 +53% 0.03% $512,785
Hudson Bay Capital Management LP 0.13% 16,542 0% $451,100
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.13% 15,804 0.03% $430,975
OMERS ADMINISTRATION Corp 0.13% 15,600 0% $425,412
BNP PARIBAS FINANCIAL MARKETS 0.12% 15,472 0% 0% $421,921
ALPS ADVISORS INC 0.08% 10,289 0% $280,581
JANE STREET GROUP, LLC 0.07% 8,344 0% $227,541
AMERICAN CENTURY COMPANIES INC 0.06% 8,085 0% $220,478
SIMPLEX TRADING, LLC 0.05% 6,015 0% $164,029
CITIGROUP INC 0.01% 1,279 0% $34,878
Global Retirement Partners, LLC 0.01% 1,000 0% $27,270
Steward Partners Investment Advisory, LLC 0% 553 0% 0% $15,080

Institutional Holders of Forte Biosciences, Inc. - Common Stock, par value $0.001 per share (FBRX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,175,916 $113,879,547 +$37,673,621 $27.27 31
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