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, Q2 2026
Institutional positions in Fate Therapeutics Inc as of Jun 30, 2026. 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
- 156
- +1 vs. Q1 2026
- Shares held
- 71.6M
- −2.32M (−3.1%) vs. Q1 2026
- Total value
- $193.2M
- +$104.5M (+118.0%) vs. Q1 2026
- New holders
- 31
- 58 more added
- Sold out
- 30
- 36 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Fate Therapeutics Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 10 | $27 | 0.00% | +10 | New |
| Leonteq Securities AG | 19 | $51 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 29 | $79 | 0.00% | +29 | New |
| Smartleaf Asset Management LLC | 35 | $85 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 40 | $108 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 61 | $165 | 0.00% | +61 | New |
| National Bank of Canada | 82 | $222 | 0.00% | +82 | New |
| Federation des caisses Desjardins du Quebec | 95 | $257 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $270 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 150 | $406 | 0.00% | +150 | New |
| Albion Financial Group | 225 | $608 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 225 | $608 | 0.00% | +116+106.4% | Added |
| Quarry LP | 255 | $689 | 0.00% | +255 | New |
| Hilltop National Bank | 285 | $770 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $810 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 345 | $932 | 0.00% | +345 | New |
| Advisor Group Holdings, Inc. | 645 | $1.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 670 | $1.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 900 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 721 | $1.95K | 0.00% | +656+1,009.2% | Added |
| Avion Wealth | 858 | $2.00K | 0.00% | +233+37.3% | Added |
| UBS Asset Management Americas Inc | 815 | $2.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 822 | $2.22K | 0.00% | +395+92.5% | Added |
| True Wealth Design, LLC | 989 | $2.67K | 0.00% | +414+72.0% | Added |
| Valley National Advisers Inc | 1,000 | $2.70K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 1,020 | $2.75K | 0.00% | +112+12.3% | Added |
| The PNC Financial Services Group, Inc. | 1,052 | $2.84K | 0.00% | −428−28.9% | Reduced |
| SBI Securities Co., Ltd. | 1,172 | $3.16K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,331 | $3.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,366 | $3.69K | 0.00% | +272+24.9% | Added |
| GAMMA Investing LLC | 1,467 | $3.96K | 0.00% | +337+29.8% | Added |
| Rothschild Investment LLC | 1,622 | $4.38K | 0.00% | +937+136.8% | Added |
| Farther Finance Advisors, LLC | 1,678 | $4.47K | 0.00% | +1,058+170.6% | Added |
| Geneos Wealth Management Inc. | 1,800 | $4.86K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,231 | $6.02K | 0.00% | −8,987−80.1% | Reduced |
| Federated Hermes, Inc. | 3,015 | $8.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3,180 | $8.59K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 4,190 | $11.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,866 | $13.1K | 0.00% | −11,570−70.4% | Reduced |
| JPMorgan Chase & Co | 8,996 | $21.8K | 0.00% | −35,892−80.0% | Reduced |
| EverSource Wealth Advisors, LLC | 8,441 | $22.8K | 0.00% | +2,871+51.5% | Added |
| Allworth Financial LP | 8,676 | $23.4K | 0.00% | +5,424+166.8% | Added |
| Northern Lights Advisors, Inc. | 10,040 | $27.1K | 0.01% | 00.0% | Unchanged |
| Westmount Partners, LLC | 10,098 | $27.3K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 10,911 | $29.5K | 0.00% | +10,911 | New |
| Bank of New York Mellon Corp | 11,381 | $30.7K | 0.00% | −295,606−96.3% | Reduced |
| HB Wealth Management, LLC | 11,439 | $30.9K | 0.00% | +11,439 | New |
| NorthCrest Asset Manangement, LLC | 10,359 | $32.2K | 0.00% | +10,359 | New |
| Buckingham Strategic Partners | 12,033 | $32.5K | 0.00% | −3,188−20.9% | Reduced |
| Royal Bank of Canada | 12,151 | $33.0K | 0.00% | +6,257+106.2% | Added |
| Narwhal Capital Management | 12,700 | $34.3K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,778 | $34.5K | 0.00% | +183+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 13,063 | $35.3K | 0.00% | +13,063 | New |
| R Squared Ltd | 13,122 | $35.4K | 0.02% | −5,402−29.2% | Reduced |
| MAI Capital Management | 13,322 | $36.0K | 0.00% | +11,755+750.2% | Added |
| Balyasny Asset Management LLC | 13,413 | $36.2K | 0.00% | +13,413 | New |
| Graham Capital Management, L.P. | 14,149 | $38.2K | 0.00% | −50,617−78.2% | Reduced |
| Great West Life Assurance Co | 14,584 | $40.0K | 0.00% | −9,022−38.2% | Reduced |
| Krilogy Financial LLC | 14,873 | $40.2K | 0.00% | +1,262+9.3% | Added |
| Deutsche Bank AG | 15,158 | $40.9K | 0.00% | −76,521−83.5% | Reduced |
| Integrated Wealth Concepts LLC | 15,183 | $41.0K | 0.00% | +237+1.6% | Added |
| Ameritas Advisory Services, LLC | 16,000 | $43.2K | 0.00% | +16,000 | New |
| Caerus Investment Advisors, LLC | 16,037 | $43.3K | 0.01% | +1,468+10.1% | Added |
| Neuberger Berman Group LLC | 16,696 | $45.1K | 0.00% | +1,346+8.8% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 17,592 | $47.5K | 0.00% | 00.0% | Unchanged |
| Parametrica Management Ltd | 18,472 | $49.9K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 19,630 | $53.0K | 0.00% | +14,576+288.4% | Added |
| Pallas Capital Advisors LLC | 20,924 | $56.5K | 0.00% | −1,506−6.7% | Reduced |
| Parcion Private Wealth LLC | 21,555 | $58.2K | 0.00% | +5,087+30.9% | Added |
| Bronte Capital Management Pty Ltd. | 21,740 | $58.7K | 0.01% | −1,113−4.9% | Reduced |
| Theory Financial LLC | 22,222 | $60.0K | 0.02% | +22,222 | New |
| Hudson Bay Capital Management LP | 25,160 | $67.9K | 0.00% | +25,160 | New |
| Proficio Capital Partners LLC | 26,252 | $70.9K | 0.00% | +26,252 | New |
| Merit Financial Group, LLC | 26,367 | $71.2K | 0.00% | +8,608+48.5% | Added |
| FPC Investment Advisory, Inc. | 26,456 | $73.5K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 27,370 | $73.9K | 0.00% | −10,886−28.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 29,002 | $78.3K | 0.01% | +29,001+2,900,100.0% | Added |
| Arrowstreet Capital, Limited Partnership | 30,176 | $81.5K | 0.00% | +30,176 | New |
| SG Americas Securities, LLC | 31,593 | $85.0K | 0.00% | −48,546−60.6% | Reduced |
| Brighton Jones LLC | 33,271 | $89.8K | 0.00% | +18,834+130.5% | Added |
| HighTower Advisors, LLC | 33,454 | $90.3K | 0.00% | −1,868−5.3% | Reduced |
| Thrivent Financial for Lutherans | 34,105 | $93.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 35,872 | $96.9K | 0.02% | −876−2.4% | Reduced |
| Axq Capital, LP | 40,856 | $110.3K | 0.01% | +30,150+281.6% | Added |
| SRS Capital Advisors, Inc. | 44,322 | $119.7K | 0.00% | +43,557+5,693.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 44,773 | $120.9K | 0.00% | +44,773 | New |
| Rhumbline Advisers | 46,220 | $124.8K | 0.00% | −86,088−65.1% | Reduced |
| FMR LLC | 49,076 | $132.5K | 0.00% | +1,486+3.1% | Added |
| JustInvest LLC | 50,416 | $136.1K | 0.00% | +392+0.8% | Added |
| Jefferies Financial Group Inc. | 59,122 | $159.6K | 0.00% | +59,122 | New |
| Colony Group, LLC | 59,547 | $160.8K | 0.00% | +13,379+29.0% | Added |
| Wells Fargo & Company | 63,646 | $171.8K | 0.00% | −37,329−37.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 66,158 | $178.6K | 0.00% | +66,158 | New |
| CI Private Wealth, LLC | 66,515 | $179.6K | 0.00% | +36,650+122.7% | Added |
| SEI Investments Co | 70,980 | $191.7K | 0.00% | −67,600−48.8% | Reduced |
| Captrust Financial Advisors | 73,612 | $198.8K | 0.00% | +31,732+75.8% | Added |
| American Century Companies Inc | 78,919 | $213.1K | 0.00% | +78,919 | New |
| Vanguard Global Advisers, LLC | 91,711 | $247.6K | 0.00% | +60,944+198.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 90,481 | $248.3K | 0.00% | +18,990+26.6% | Added |
| Schulhoff & Co Inc | 100,000 | $270.0K | 0.11% | 00.0% | Unchanged |