AEON BIOPHARMA INC (AEON) Institutional Shareholders
AEON BIOPHARMA INC (AEON) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026. The institutional investors covered on this page collectively reported approximately $9.22M in AEON holdings during the latest filing period.
Dauntless Investment Group, Llc is currently the largest disclosed institutional shareholder of AEON tracked by InsiderSet, reporting ownership valued at approximately $8.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.48M, representing an estimated loss of -61.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AEON value among the investors covered in this analysis. Major shareholders include Dauntless Investment Group, Llc, Geode Capital Management, Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in AEON BIOPHARMA INC (AEON).
This page ranks the largest institutional AEON shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
23
Total Reported Value
$9.22M
Largest Holder
Dauntless Investment Group, Llc
Largest Position
$8.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dauntless Investment Group, Llc | 15.58% | 12,490,154 | $8,984,168 | $3,484,753 | -$5,499,415 | -61.21% | |
| Geode Capital Management, Llc | 0.00% | 95,311 | $68,556 | $26,592 | -$41,964 | -61.21% | |
| Vanguard Capital Management Llc | 0.00% | 90,529 | $65,090 | $25,258 | -$39,832 | -61.20% | |
| Blue Owl Capital Holdings Lp | 0.00% | 42,353 | $30,494 | $11,816 | -$18,678 | -61.25% | |
| Formidable Asset Management, Llc | 0.00% | 20,024 | $19,724 | $5,587 | -$14,137 | -71.68% | |
| Stonex Group Inc. | 0.00% | 18,953 | $14,942 | $5,288 | -$9,654 | -64.61% | |
| Vanguard Fiduciary Trust Co | 0.00% | 13,713 | $9,860 | $3,826 | -$6,034 | -61.20% | |
| Lpl Financial Llc | 0.00% | 11,507 | $8,277 | $3,210 | -$5,067 | -61.21% | |
| Citigroup Inc | 0.00% | 7,315 | $5,262 | $2,041 | -$3,221 | -61.21% | |
| Beacon Wealthcare Llc | 0.00% | 12,856 | $3,857 | $3,587 | -$270 | -7.00% | |
| Ubs Group Ag | 0.00% | 5,062 | $3,640 | $1,412 | -$2,228 | -61.20% | |
| Blackrock, Inc. | 0.00% | 2,834 | $2,038 | $791 | -$1,247 | -61.20% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,567 | $1,846 | $716 | -$1,130 | -61.20% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,100 | $791 | $307 | -$484 | -61.20% | |
| Wolff Wiese Magana Llc | 0.00% | 567 | $408 | $158 | -$250 | -61.23% | |
| Sbi Securities Co., Ltd. | 0.00% | 232 | $167 | $65 | -$102 | -61.24% | |
| Dupont Capital Management Corp | 0.01% | 170 | $122 | $47 | -$75 | -61.12% | |
| Morgan Stanley | 0.00% | 150 | $108 | $42 | -$66 | -61.25% | |
| Ghp Investment Advisors, Inc. | 0.00% | 95 | $69 | $27 | -$42 | -61.59% | |
| Wells Fargo & Company/Mn | 0.00% | 90 | $65 | $25 | -$40 | -61.37% | |
| Barclays Plc | 0.00% | 59 | $42 | $16 | -$26 | -60.81% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 1 | $1 | $0 | -$1 | -72.10% | |
| Danske Bank A/S | 0.00% | 1 | $1 | $0 | -$1 | -72.10% |
Frequently asked questions about AEON
Who are the largest institutional holders of AEON?
The largest institutional holders of AEON reported in the latest SEC Form 13F filings include Dauntless Investment Group, Llc, Geode Capital Management, Llc, Vanguard Capital Management Llc, Blue Owl Capital Holdings Lp, and Formidable Asset Management, Llc. InsiderSet ranks institutional holders by their latest reported AEON position.
What is AEON institutional ownership?
This page tracks AEON positions reported by institutional investment managers through SEC Form 13F. AEON BIOPHARMA INC (AEON) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AEON?
InsiderSet currently tracks 23 institutional managers reporting AEON holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AEON shareholders.
How much AEON stock do institutions own?
Institutional investment managers disclosed approximately $9.22M in AEON holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AEON institutional ownership last updated?
The latest AEON institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AEON holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AEON position after the reporting date.
Are institutions buying or selling AEON?
Institutional buying and selling can be analyzed by comparing AEON positions across consecutive 13F reporting periods. InsiderSet's AEON Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AEON ownership changes.
How has AEON institutional ownership changed over time?
InsiderSet tracks AEON institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.