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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 $2.69B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Mineralys Therapeutics, Inc. as of Dec 31, 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
87
+11 vs. Q3 2023
Shares held
34.7M
+8.77M (+33.8%) vs. Q3 2023
Total value
$298.5M
+$51.8M (+21.0%) vs. Q3 2023
New holders
23
36 more added
Sold out
12
14 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 87 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 heldQ4 2023: $298.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $385.4MQ2 2023: $429.2MQ3 2023: $252.1MQ4 2023: $298.5MQ1 2024: $540.6MQ2 2024: $516.6MQ3 2024: $540.1MQ4 2024: $572.2MQ1 2025: $966.2MQ2 2025: $888.8MQ3 2025: $3.01BQ4 2025: $3.21BQ1 2026: $2.46BQ2 2026: $2.69B
Institutions holding MLYS and their total value by quarter
QuarterHoldersValue
Q2 2026225$2.69B
Q1 2026215$2.46B
Q4 2025223$3.21B
Q3 2025193$3.01B
Q2 2025166$888.8M
Q1 2025149$966.2M
Q4 2024109$572.2M
Q3 2024106$540.1M
Q2 202494$516.6M
Q1 202492$540.6M
Q4 202387$298.5M
Q3 202377$252.1M
Q2 202368$429.2M
Q1 202367$385.4M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q3 2023.

Institutions holding MLYS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Catalys Pacific, LLC9,194,579$79.1M74.13%+9,194,579New
Samsara BioCapital, LLC4,519,361$38.9M6.05%00.0%Unchanged
Ra Capital Management, L.P.3,178,476$27.3M0.43%00.0%Unchanged
Adams Street Partners LLC2,302,329$19.8M6.10%00.0%Unchanged
Braidwell LP2,023,900$17.4M0.64%00.0%Unchanged
Sr One Capital Management, LP1,794,600$15.4M6.48%00.0%Unchanged
BlackRock Inc.1,394,774$12.0M0.00%+499,725+55.8%Added
Rock Springs Capital Management LP1,167,492$10.0M0.25%00.0%Unchanged
Laurion Capital Management LP1,156,068$9.94M0.36%+186,090+19.2%Added
Vanguard Group Inc977,980$8.41M0.00%+40,342+4.3%Added
Sphera Funds Management Ltd.743,591$6.39M1.19%+288,191+63.3%Added
Franklin Resources Inc699,467$6.02M0.00%+249,450+55.4%Added
American Century Companies Inc679,261$5.84M0.00%+259,585+61.9%Added
Sectoral Asset Management Inc605,606$5.21M2.24%−235,153−28.0%Reduced
Blue Owl Capital Holdings LP568,379$4.89M1.17%+568,379New
Morgan Stanley535,518$4.61M0.00%+400,846+297.6%Added
Millennium Management LLC380,759$3.27M0.00%+16,416+4.5%Added
Geode Capital Management, LLC376,322$3.24M0.00%+76,359+25.5%Added
State Street Corp282,084$2.43M0.00%+52,107+22.7%Added
Driehaus Capital Management LLC206,265$1.77M0.02%−295,109−58.9%Reduced
UBS Oconnor LLC186,168$1.60M0.05%+186,168New
Woodline Partners LP175,000$1.50M0.02%00.0%Unchanged
Northern Trust Corp149,780$1.29M0.00%+37,865+33.8%Added
Point72 Asset Management, L.P.129,900$1.12M0.00%−33,285−20.4%Reduced
Ensign Peak Advisors, Inc125,000$1.07M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc120,872$1.04M0.00%+14,466+13.6%Added
Citadel Advisors LLC115,303$991.6K0.00%+96,687+519.4%Added
ExodusPoint Capital Management, LP73,940$636.0K0.01%−85,501−53.6%Reduced
Two Sigma Investments, LP64,723$556.6K0.00%+28,620+79.3%Added
Walleye Capital LLC55,971$481.4K0.01%+40,716+266.9%Added
Bank of America Corp48,755$419.3K0.00%+35,496+267.7%Added
Bank of New York Mellon Corp46,932$403.6K0.00%+6,504+16.1%Added
Goldman Sachs Group Inc45,585$392.0K0.00%+45,585New
Alyeska Investment Group, L.P.37,500$322.5K0.00%00.0%Unchanged
Nuveen Asset Management, LLC34,831$299.5K0.00%+15,676+81.8%Added
Pale Fire Capital SE34,743$298.8K0.05%+34,743New
FMR LLC31,287$269.1K0.00%−1,157,366−97.4%Reduced
Barclays PLC26,774$230.3K0.00%+24,320+991.0%Added
Alps Advisors Inc26,675$229.4K0.00%−3,473−11.5%Reduced
Renaissance Technologies LLC25,500$219.0K0.00%−70,190−73.4%Reduced
NEOS Investment Management LLC23,973$206.2K0.02%+23,973New
JPMorgan Chase & Co23,563$202.6K0.00%+14,479+159.4%Added
Cornercap Investment Counsel Inc22,209$191.0K0.03%+22,209New
UBS Group AG21,600$185.8K0.00%+14,099+188.0%Added
Jump Financial, LLC20,500$176.3K0.01%−12,200−37.3%Reduced
Rhumbline Advisers20,469$176.0K0.00%+3,295+19.2%Added
Federated Hermes, Inc.20,032$172.3K0.00%−2,261−10.1%Reduced
Cubist Systematic Strategies, LLC17,397$149.6K0.00%+16,912+3,487.0%Added
Alliancebernstein L.P.15,860$136.4K0.00%00.0%Unchanged
DAFNA Capital Management LLC15,200$130.7K0.03%+15,200New
Raymond James Financial Services Advisors, Inc.14,611$125.7K0.00%−25,967−64.0%Reduced
PDT Partners, LLC13,912$119.6K0.01%00.0%Unchanged
Manufacturers Life Insurance Company, The11,514$99.0K0.00%+11,514New
MetLife Investment Management11,416$98.2K0.00%+4,353+61.6%Added
Letko, Brosseau & Associates Inc11,400$98.0K0.00%00.0%Unchanged
Virtus ETF Advisers LLC11,222$96.5K0.06%+5,017+80.9%Added
Change Path, LLC10,750$92.0K0.01%+10,750New
SG Americas Securities, LLC10,093$87.0K0.00%+10,093New
American International Group, Inc.9,656$83.0K0.00%+2,692+38.7%Added
Wells Fargo & Company8,018$69.0K0.00%+3,083+62.5%Added
EntryPoint Capital, LLC6,652$57.2K0.05%+6,652New
Royal Bank of Canada6,405$55.0K0.00%+4,213+192.2%Added
CWM, LLC5,891$51.0K0.00%+3,213+120.0%Added
Russell Investments Group, Ltd.5,779$49.7K0.00%−4,401−43.2%Reduced
China Universal Asset Management Co., Ltd.4,750$40.9K0.01%+4,750New
The PNC Financial Services Group, Inc.4,122$35.4K0.00%+4,099+17,821.7%Added
Citigroup Inc3,811$32.8K0.00%+3,805+63,416.7%Added
New York State Common Retirement Fund3,513$30.2K0.00%−32−0.9%Reduced
California State Teachers Retirement System3,197$27.5K0.00%+118+3.8%Added
Tower Research Capital LLC (TRC)2,879$24.8K0.00%−7,181−71.4%Reduced
STRS Ohio2,500$21.0K0.00%00.0%Unchanged
Amalgamated Bank1,742$15.0K0.00%−149−7.9%Reduced
Legal & General Group Plc1,682$14.5K0.00%+489+41.0%Added
Metropolitan Life Insurance Co1,238$10.6K0.00%+511+70.3%Added
Ameritas Investment Partners, Inc.972$8.36K0.00%00.0%Unchanged
Qube Research & Technologies Ltd724$6.23K0.00%+261+56.4%Added
Comerica Bank690$5.93K0.00%+177+34.5%Added
Glassman Wealth Services372$3.20K0.00%+372New
Massmutual Trust Co FSB319$2.74K0.00%+319New
Parallel Advisors, LLC159$1.37K0.00%+159New
Point72 Middle East FZE135$1.16K0.00%+135New
Quadrant Capital Group LLC129$1.11K0.00%+129New
Avion Wealth78$1.00K0.00%+78New
Advisor Group Holdings, Inc.77$6620.00%+77New
Versant Capital Management, Inc63$5420.00%+63New
Private Wealth Management Group, LLC50$4300.00%+50New
Farther Finance Advisors, LLC17$1460.00%+17New
RTW Investments, LP0$00.00%−922,100−100.0%Sold out
Janus Henderson Group PLC0$00.00%−665,717−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−192,362−100.0%Sold out
Jane Street Group, LLC0$00.00%−43,057−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−22,489−100.0%Sold out
XTX Topco Ltd0$00.00%−18,670−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−10,000−100.0%Sold out
Deutsche Bank AG0$00.00%−5,678−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,663−100.0%Sold out
Riverview Trust Co0$00.00%−1,353−100.0%Sold out
Umb Bank N A0$00.00%−1,046−100.0%Sold out
Huntington National Bank0$00.00%−166−100.0%Sold out
CHI Advisors LLC––––Not filed