TVRD · Tvardi Therapeutics, Inc.

$1.86 +0.03 (+1.64%) At close · Aug 21

Market Cap

$24.81M

13.34M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 58

Total Value: $4,231,525

Total Shares: 2,227,140

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 58 13F filers · Δ vs Mar 31, 2026

Top Holder

31.6%

+5.6 pts

Top 5

66.6%

−1.5 pts

Top 10

85.4%

+1.5 pts

HHI

1,475

Broadly held+243

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -9

Institutional value: -50.8%

Shares held: -17.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega UBS Group AG	+60,679	111,133
Mega Russell Investments Group, Ltd.	+19,921	43,228
Mega MORGAN STANLEY	+4,951	77,845
Mega PNC FINANCIAL SERVICES GROUP, INC.	+2,999	3,518
Mid Arax Advisory Partners	+2,670	11,003

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−292,597	95,478
Mega GEODE CAPITAL MANAGEMENT, LLC	−91,989	90,350
Mega STATE STREET CORP	−63,331	33,900
Mega NORTHERN TRUST CORP	−27,245	21,836
Mega AQR CAPITAL MANAGEMENT LLC	−15,096	27,096

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	33,165	$63,013
Mid Savant Capital, LLC	19,462	$36,977
Mid GSA CAPITAL PARTNERS LLP	17,885	$33,981
Small DIADEMA PARTNERS LP	16,607	$31,553
Mid XTX Topco Ltd	14,868	$28,249

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large GREAT LAKES ADVISORS, LLC	36,236	$115,230
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	33,833	$107,588
Large Squarepoint Ops LLC	32,676	$103,909
Mega GOLDMAN SACHS GROUP INC	23,898	$75,995
Large FARALLON CAPITAL MANAGEMENT LLC	21,438	$68,172

Filter: New 13 Increased 7 Reduced 24 Sold out 22 Unchanged 14

Showing 58 of 58

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Slate Path Capital LP

$1,337,824

31.62%

704,118

VANGUARD CAPITAL MANAGEMENT LLC

$654,325

15.46%

344,382

AMERICAN FINANCIAL GROUP INC

$424,952

10.04%

223,659

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Great American Insurance Company	223,659	$424,952	100.0%	Defined

UBS Group AG

$211,152

4.99%

111,133

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	15	$28	0.0%	Defined
UBS AG	108,189	$205,559	97.4%	Defined
UBS Securities LLC	2,929	$5,565	2.6%	Defined

SILVERCREST ASSET MANAGEMENT GROUP LLC

$191,964

4.54%

101,034

BlackRock, Inc.

$181,407

4.29%

95,478

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	696	$1,322	0.7%	Sole
BlackRock Institutional Trust Company, N.A.	94,782	$180,085	99.3%	Sole

RENAISSANCE TECHNOLOGIES LLC

$173,677

4.10%

91,409

GEODE CAPITAL MANAGEMENT, LLC

$171,664

4.06%

90,350

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	17,922	$34,051	19.8%	Defined
Held directly	72,428	$137,613	80.2%	Defined

MORGAN STANLEY

$147,903

3.50%

77,845

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	707	$1,343	0.9%	Defined
MORGAN STANLEY & CO. LLC	558	$1,060	0.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	76,426	$145,209	98.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	42	$79	0.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	112	$212	0.1%	Defined

Duncan Williams Asset Management, LLC

$120,157

2.84%

63,241

VANGUARD FIDUCIARY TRUST CO

$84,949

2.01%

44,710

Russell Investments Group, Ltd.

$82,133

1.94%

43,228

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	43,228	$82,133	100.0%	Defined

STATE STREET CORP

$64,410

1.52%

33,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	33,900	$64,410	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$63,013

1.49%

33,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	33,165	$63,013	100.0%	Other

AQR CAPITAL MANAGEMENT LLC

$51,479

1.22%

27,096

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	1	$1	0.0%	Other
Arax Advisory Partners	861	$1,635	3.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	101	$191	0.4%	Other
Stokes Family Office, LLC	29	$55	0.1%	Other
Held directly	26,104	$49,597	96.3%	Defined

NORTHERN TRUST CORP

$41,487

0.98%

21,836

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	21,836	$41,487	100.0%	Defined

Savant Capital, LLC

$36,977

0.87%

19,462

GSA CAPITAL PARTNERS LLP

$33,981

0.80%

17,885

DIADEMA PARTNERS LP

$31,553

0.75%

16,607

XTX Topco Ltd

$28,249

0.67%

14,868

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	14,868	$28,249	100.0%	Defined

BROWN ADVISORY INC

$21,280

0.50%

11,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	11,200	$21,280	100.0%	Defined

Arax Advisory Partners

$20,905

0.49%

11,003

Qube Research & Technologies Ltd

$19,399

0.46%

10,210

Persistent Asset Partners Ltd

$8,080

0.19%

4,253

PNC FINANCIAL SERVICES GROUP, INC.

$6,682

0.16%

3,518

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	3,518	$6,682	100.0%	Defined

Vanguard Global Advisers, LLC

$6,460

0.15%

3,400

Tower Research Capital LLC (TRC)

$6,222

0.15%

3,275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	250	$475	7.6%	Other
Latour Trading LLC (Latour)	3,025	$5,747	92.4%	Defined

FMR LLC

$2,456

0.06%

1,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,293	$2,456	100.0%	Defined

WELLS FARGO & COMPANY/MN

$2,420

0.06%

1,275

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	1,246	$2,367	97.8%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	11	$20	0.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1	$1	0.0%	Defined
Wells Fargo Securities, LLC	17	$32	1.3%	Defined

BARCLAYS PLC

$1,073

0.03%

565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	565	$1,073	100.0%	Defined

ROYAL BANK OF CANADA

$884

0.02%

466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	96	$182	20.6%	Defined
RBC Capital Markets, LLC	348	$661	74.8%	Defined
RBC Dominion Securities Inc.	12	$22	2.5%	Defined
Held directly	10	$19	2.1%	Sole

BNP PARIBAS ARBITRAGE, SA

$454

0.01%

239

GROUP ONE TRADING LLC

$406

0.01%

214

Allworth Financial LP

$300

0.01%

158

TD PRIVATE CLIENT WEALTH LLC

$283

0.01%

149

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	149	$283	100.0%	Defined

JPMORGAN CHASE & CO

$239

0.01%

126

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	98	$186	77.8%	Defined
J.P. Morgan Securities plc	28	$53	22.2%	Defined

NISA INVESTMENT ADVISORS, LLC

$161

0.00%

Integrated Wealth Concepts LLC

$115

0.00%

EverSource Wealth Advisors, LLC

$85

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	1	$1	1.2%	Sole
Held directly	45	$84	98.8%	Sole

GAMMA Investing LLC

$76

0.00%

JONES FINANCIAL COMPANIES LLLP

$51

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	27	$51	100.0%	Sole

LRI Investments, LLC

$51

0.00%

OSAIC HOLDINGS, INC.

$45

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	24	$45	100.0%	Defined

Farther Finance Advisors, LLC

$30

0.00%

HARBOUR INVESTMENTS, INC.

$28

0.00%

Leonteq Securities AG

$22

0.00%

ROTHSCHILD INVESTMENT LLC

$17

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$11

0.00%

IFP Advisors, Inc

$11

0.00%

Truvestments Capital LLC

0.00%

SBI Securities Co., Ltd.

0.00%

True Wealth Design, LLC

0.00%

Larson Financial Group LLC

0.00%

Front Row Advisors LLC

0.00%

Axiom Investment Management LLC

0.00%

SJS Investment Consulting Inc.

0.00%

FIFTH THIRD BANCORP

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	1	$1	100.0%	Defined

CITIGROUP INC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$1	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	32,676	$103,909	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	23,898	$75,995	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	6,114	$19,442	35.1%	Defined
The Bank of New York Mellon	7,671	$24,393	44.1%	Defined
BNY Mellon, NA joint	3,619	$11,508	20.8%	Defined
Held directly	1	$3	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	3,030	$9,635	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	2,356	$7,492	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	916	$2,912	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	421	$1,338	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	349	$1,109	100.0%	Other

Key facts CIK 1346830 CUSIP 140755307 13F (30d) 64 filings 51 filers Visit website Investor relations