Fate Therapeutics Inc
FATE- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001434316
In the last 90 days, Fate Therapeutics Inc insiders filed 0 open-market purchases and 2 sales; 156 institutions reported holding it in 13F filings for Q2 2026, worth $193.2M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Fate Therapeutics Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 228
- −8 vs. Q3 2022
- Shares held
- 105.7M
- −2.12M (−2.0%) vs. Q3 2022
- Total value
- $1.07B
- −$1.35B (−55.8%) vs. Q3 2022
- New holders
- 35
- 98 more added
- Sold out
- 43
- 59 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FATE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 156 | $193.2M |
| Q1 2026 | 158 | $88.9M |
| Q4 2025 | 146 | $70.9M |
| Q3 2025 | 143 | $101.6M |
| Q2 2025 | 139 | $88.9M |
| Q1 2025 | 132 | $76.3M |
| Q4 2024 | 159 | $166.5M |
| Q3 2024 | 164 | $401.6M |
| Q2 2024 | 182 | $401.1M |
| Q1 2024 | 167 | $904.0M |
| Q4 2023 | 159 | $357.2M |
| Q3 2023 | 171 | $202.9M |
| Q2 2023 | 188 | $519.6M |
| Q1 2023 | 182 | $641.6M |
| Q4 2022 | 228 | $1.07B |
| Q3 2022 | 239 | $2.41B |
| Q2 2022 | 233 | $2.70B |
| Q1 2022 | 249 | $3.92B |
| Q4 2021 | 250 | $5.66B |
| Q3 2021 | 266 | $5.67B |
| Q2 2021 | 272 | $8.20B |
| Q1 2021 | 260 | $7.73B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Fate Therapeutics Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 360 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 372 | $3.75K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 326 | $3.29K | 0.00% | +119+57.5% | Added |
| EverSource Wealth Advisors, LLC | 325 | $3.28K | 0.00% | +325 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 280 | $3.00K | 0.00% | −9,106−97.0% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $3.00K | 0.00% | −2,162−87.8% | Reduced |
| GWM Advisors LLC | 281 | $2.83K | 0.00% | +281 | New |
| Itau Unibanco Holding S.A. | 226 | $2.28K | 0.00% | −19−7.8% | Reduced |
| Albion Financial Group | 225 | $2.27K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 95 | $2.00K | 0.00% | +95 | New |
| Bourgeon Capital Management LLC | 175 | $1.77K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 129 | $1.30K | 0.00% | +99+330.0% | Added |
| AdvisorNet Financial, Inc | 100 | $1.01K | 0.00% | −370−78.7% | Reduced |
| Asset Dedication, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 95 | $959 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 76 | $767 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 76 | $767 | 0.00% | +71+1,420.0% | Added |
| Zions Bancorporation, N.A. | 63 | $636 | 0.00% | +63 | New |
| Providence Capital Advisors, LLC | 61 | $615 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 60 | $605 | 0.00% | +60 | New |
| Crewe Advisors LLC | 45 | $454 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $353 | 0.00% | +35 | New |
| Global Retirement Partners, LLC | 31 | $313 | 0.00% | +31 | New |
| Newbridge Financial Services Group, Inc. | 16 | $161 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 13 | $131 | 0.00% | +8+160.0% | Added |
| Concord Wealth Partners | 7 | $71 | 0.00% | +7 | New |
| Rockefeller Capital Management L.P. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Deep Track Capital, LP | 0 | $0 | 0.00% | −1,311,113−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −568,382−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −488,558−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −376,683−100.0% | Sold out |
| Octagon Capital Advisors LP | 0 | $0 | 0.00% | −331,096−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −120,479−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −104,881−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −72,304−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −68,082−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −67,300−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −65,144−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −56,644−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −55,956−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −52,950−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −44,394−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −29,993−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −28,663−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −24,946−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,820−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −17,136−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −15,838−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −14,583−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −12,823−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −11,834−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,881−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −9,272−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −9,245−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −9,103−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −7,224−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −5,137−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Dowling & Yahnke LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |