AEON Biopharma (AEON): which funds own it

Who owns AEON Biopharma?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Daewoong Co.,Ltd. ("DWC"), 50.0% (13D filed Jan 29, 2026), Timothy P. Lynch, 13.0% (13G filed Aug 21, 2026), Stonepine Capital Management, 9.9% (13G filed Jul 21, 2026), Chernett Jorey, 9.9% (13G filed May 30, 2025) and Dauntless Investment Group, 9.7% (13G filed Mar 3, 2025). As of Jun 30, 2026, the largest holders reported on Form 13F were Dauntless Investment Group (47.5% of the shares), Geode Capital Management (0.4%) and Vanguard Capital Management (0.3%).

Sources:13D by Daewoong Co.,Ltd. ("DWC") (Jan 29, 2026) ↗13G by Timothy P. Lynch (Aug 21, 2026) ↗13G by Stonepine Capital Management (Jul 21, 2026) ↗13G by Chernett Jorey (May 30, 2025) ↗13G by Dauntless Investment Group (Mar 3, 2025) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (May 11, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

• Dauntless Investment Group12.5 MType not verified · 25.04% of the company+10.0 M
• Geode Capital Management95 KIndex manager · 0.19% of the company+8,249
• Vanguard Capital Management91 KIndex manager · 0.18% of the company0
• Blue Owl Capital Holdings42 KPrivate equity or venture capital · 0.08% of the company0
• Formidable Asset Management20 KType not verified · 0.04% of the company0
• StoneX Group19 KType not verified · 0.04% of the company+19 K
• Vanguard Fiduciary Trust14 KIndex manager · 0.03% of the company−989
• LPL Financial12 KWealth adviser · 0.02% of the company0
• Citigroup7,315Bank or trading desk · 0.01% of the company+6,573
• UBS Group5,062Bank or trading desk · 0.01% of the company+880

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 48.7% of the shares · top 10: 48.6% · in index firms: 1.6% of the institutional total

Shares reported by the 22 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (May 11, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Shares outstanding: buybacks and dilution

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

• Apr 3, 2026Seriousfiling ↗

  Notice of delisting or failure to meet a listing rule (Item 3.01)

  «AEON Biopharma Receives Additional Notice Related to NYSE American Continued Listing Standards»

• Mar 9, 2026Routinefiling ↗

  Change in directors or officers (Item 5.02)

• Jan 21, 2026Routinefiling ↗

  Unregistered sale of equity securities (Item 3.02)

  «AEON Biopharma Reports BPD Type 2a Meeting with FDA and Shareholder Approval of the November Transactions»

• Jan 21, 2026Routinefiling ↗

  Change in directors or officers (Item 5.02)

  «AEON Biopharma Reports BPD Type 2a Meeting with FDA and Shareholder Approval of the November Transactions»

• Dec 15, 2025Routinefiling ↗

  Unregistered sale of equity securities (Item 3.02)

• Nov 13, 2025Routinefiling ↗

  Unregistered sale of equity securities (Item 3.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.