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Mineralys Therapeutics, Inc.

MLYS
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001933414

In the last 90 days, Mineralys Therapeutics, Inc. insiders filed 0 open-market purchases and 12 sales; 225 institutions reported holding it in 13F filings for Q2 2026, worth $2.71B in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Mineralys Therapeutics, Inc. as of Jun 30, 2023. 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
68
+1 vs. Q1 2023
Shares held
25.2M
+572.7K (+2.3%) vs. Q1 2023
Total value
$429.2M
+$43.8M (+11.4%) vs. Q1 2023
New holders
11
31 more added
Sold out
10
9 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MLYS 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.

Institutional holdersQ2 2023: 68 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 67 institutionsQ2 2023: 68 institutionsQ3 2023: 77 institutionsQ4 2023: 87 institutionsQ1 2024: 92 institutionsQ2 2024: 94 institutionsQ3 2024: 106 institutionsQ4 2024: 109 institutionsQ1 2025: 149 institutionsQ2 2025: 166 institutionsQ3 2025: 193 institutionsQ4 2025: 223 institutionsQ1 2026: 215 institutionsQ2 2026: 225 institutions
Value heldQ2 2023: $429.2M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $385.5MQ2 2023: $429.2MQ3 2023: $252.1MQ4 2023: $303.3MQ1 2024: $554.3MQ2 2024: $523.1MQ3 2024: $540.3MQ4 2024: $572.2MQ1 2025: $966.4MQ2 2025: $888.9MQ3 2025: $3.01BQ4 2025: $3.21BQ1 2026: $2.47BQ2 2026: $2.71B
Institutions holding MLYS and their total value by quarter
QuarterHoldersValue
Q2 2026225$2.71B
Q1 2026215$2.47B
Q4 2025223$3.21B
Q3 2025193$3.01B
Q2 2025166$888.9M
Q1 2025149$966.4M
Q4 2024109$572.2M
Q3 2024106$540.3M
Q2 202494$523.1M
Q1 202492$554.3M
Q4 202387$303.3M
Q3 202377$252.1M
Q2 202368$429.2M
Q1 202367$385.5M
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q1 2023.

Institutions holding MLYS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Samsara BioCapital, LLC4,519,361$77.1M13.52%00.0%Unchanged
Ra Capital Management, L.P.3,178,476$54.2M1.02%00.0%Unchanged
Adams Street Partners LLC2,419,501$41.3M10.79%00.0%Unchanged
Sr One Capital Management, LP1,794,600$30.6M13.19%00.0%Unchanged
Rock Springs Capital Management LP1,167,492$19.9M0.47%00.0%Unchanged
Vanguard Group Inc926,009$15.8M0.00%+634,281+217.4%Added
RTW Investments, LP922,100$15.7M0.30%00.0%Unchanged
BlackRock Inc.884,260$15.1M0.00%+134,571+18.0%Added
Deerfield Management Company, L.P. (Series C)837,000$14.3M0.30%+107,979+14.8%Added
Avidity Partners Management LP766,700$13.1M0.46%−497,100−39.3%Reduced
FMR LLC730,838$12.5M0.00%+730,209+116,090.5%Added
Laurion Capital Management LP680,131$11.6M0.50%+4,995+0.7%Added
Sectoral Asset Management Inc614,713$10.5M1.75%+1,480+0.2%Added
Braidwell LP550,300$9.38M0.31%00.0%Unchanged
Great Point Partners LLC546,059$9.31M1.86%−74,267−12.0%Reduced
Driehaus Capital Management LLC499,983$8.52M0.11%+46,982+10.4%Added
Franklin Resources Inc450,000$7.67M0.00%00.0%Unchanged
American Century Companies Inc419,509$7.15M0.01%+1,606+0.4%Added
Janus Henderson Group PLC407,962$6.97M0.00%+70,526+20.9%Added
Sphera Funds Management Ltd.405,400$6.91M1.48%+66,400+19.6%Added
Jennison Associates LLC355,475$6.06M0.00%00.0%Unchanged
Geode Capital Management, LLC286,659$4.89M0.00%+3,006+1.1%Added
State Street Corp211,197$3.60M0.00%+76,397+56.7%Added
ExodusPoint Capital Management, LP193,525$3.30M0.04%+12,213+6.7%Added
Woodline Partners LP175,000$2.98M0.04%00.0%Unchanged
Ensign Peak Advisors, Inc125,000$2.13M0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC117,114$2.00M0.02%+28,266+31.8%Added
Northern Trust Corp112,514$1.92M0.00%+12,037+12.0%Added
Charles Schwab Investment Management Inc95,691$1.63M0.00%+6,731+7.6%Added
Bank of Montreal101,724$1.51M0.00%+101,724New
Pentwater Capital Management LP80,000$1.36M0.02%+10,000+14.3%Added
Soleus Capital Management, L.P.76,817$1.31M0.15%−196,424−71.9%Reduced
Affinity Asset Advisors, LLC62,500$1.07M0.42%00.0%Unchanged
Prudential Financial Inc50,770$865.6K0.00%+200+0.4%Added
Morgan Stanley50,165$855.3K0.00%+20,114+66.9%Added
Bank of New York Mellon Corp40,211$685.6K0.00%+6,925+20.8%Added
Point72 Asset Management, L.P.39,000$665.0K0.00%+34,000+680.0%Added
Alyeska Investment Group, L.P.37,500$639.4K0.00%00.0%Unchanged
Alps Advisors Inc30,031$512.0K0.00%+30,031New
Panagora Asset Management Inc23,016$392.4K0.00%+23,016New
Federated Hermes, Inc.20,593$351.1K0.00%+20,593New
Nuveen Asset Management, LLC19,155$326.6K0.00%+3,021+18.7%Added
Goldman Sachs Group Inc16,326$278.4K0.00%−11,439−41.2%Reduced
Rhumbline Advisers14,895$254.0K0.00%+3,935+35.9%Added
Bank of America Corp12,229$208.5K0.00%−1,761−12.6%Reduced
Parkman Healthcare Partners LLC11,658$198.8K0.03%+1,658+16.6%Added
Letko, Brosseau & Associates Inc11,400$194.4K0.00%+11,400New
Alliancebernstein L.P.11,080$188.9K0.00%+11,080New
JPMorgan Chase & Co10,820$184.5K0.00%+1,551+16.7%Added
Ghisallo Capital Management LLC10,000$170.5K0.02%00.0%Unchanged
UBS Group AG8,006$136.5K0.00%+8,006New
MetLife Investment Management7,063$120.4K0.00%00.0%Unchanged
Virtus ETF Advisers LLC6,817$116.2K0.07%+6,817New
American International Group, Inc.6,717$114.5K0.00%+878+15.0%Added
Wells Fargo & Company6,323$107.8K0.00%+3,987+170.7%Added
Deutsche Bank AG5,678$96.8K0.00%−1,827−24.3%Reduced
California State Teachers Retirement System4,642$79.1K0.00%+143+3.2%Added
Citigroup Inc4,154$70.8K0.00%+4,154New
New York State Common Retirement Fund3,498$59.6K0.00%+98+2.9%Added
Barclays PLC2,778$47.4K0.00%−9,758−77.8%Reduced
STRS Ohio2,500$42.0K0.00%00.0%Unchanged
Amalgamated Bank1,441$25.0K0.00%−102−6.6%Reduced
Legal & General Group Plc1,444$24.7K0.00%+171+13.4%Added
Royal Bank of Canada1,305$22.0K0.00%+411+46.0%Added
Ameritas Investment Partners, Inc.972$16.6K0.00%00.0%Unchanged
Metropolitan Life Insurance Co727$12.4K0.00%+727New
Tower Research Capital LLC (TRC)342$5.83K0.00%−1,156−77.2%Reduced
Versant Capital Management, Inc32$5460.00%+32New
Logos Global Management LP0$00.00%−300,000−100.0%Sold out
Citadel Advisors LLC0$00.00%−191,048−100.0%Sold out
Opaleye Management Inc.0$00.00%−115,000−100.0%Sold out
Monashee Investment Management LLC0$00.00%−110,000−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−62,500−100.0%Sold out
Point72 Middle East FZE0$00.00%−36,822−100.0%Sold out
Walleye Capital LLC0$00.00%−25,996−100.0%Sold out
Wellington Management Group LLP0$00.00%−24,224−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−10,227−100.0%Sold out
CWM, LLC0$00.00%−13−100.0%Sold out