Institutional Ownership Nuvalent, Inc. (NUVL)
This table provides information about the institutional ownership of Nuvalent, Inc. (NUVL). We have compiled data on the 211 institutions that hold shares in the stock, with a total of 61.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
69
shares
|
$6,658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
61
shares
|
$5,886
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
55
shares
|
$5,307
0.0% of portfolio
|
Q3 2025
Added 89.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
50
shares
|
$4,825
0.0% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
49
shares
|
$4,728
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
47
shares
|
$4,535
0.0% of portfolio
|
Q2 2025
Added 56.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
34
shares
|
$3,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
32
shares
|
$3,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
27
shares
|
$2,605
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
25
shares
|
$2,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
19
shares
|
$1,833
0.0% of portfolio
|
Q3 2025
Added 90.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
17
shares
|
$1,640
0.0% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
16
shares
|
$1,544
0.0% of portfolio
|
Q1 2025
Added 433.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
16
shares
|
$1,544
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
9
shares
|
$868
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
9
shares
|
$868
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
8
shares
|
$772
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8
shares
|
$772
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
7
shares
|
$675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
7
shares
|
$675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
7
shares
|
$675
0.0% of portfolio
|
Q3 2025
Reduced 46.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
7
shares
|
$675
0.0% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6
shares
|
$579
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5
shares
|
$482
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
4
shares
|
$386
0.0% of portfolio
|
Q4 2025
New holding
|
|