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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 2024

Institutional positions in Mineralys Therapeutics, Inc. as of Jun 30, 2024. 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
94
+2 vs. Q1 2024
Shares held
44.2M
+2.28M (+5.4%) vs. Q1 2024
Total value
$516.6M
−$24.0M (−4.4%) vs. Q1 2024
New holders
14
48 more added
Sold out
12
13 more reduced

Compare with Q1 2024: 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 2024: 94 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 2024: $523.1M
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 2024

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q1 2024.

Institutions holding MLYS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Catalys Pacific, LLC9,194,579$107.6M81.19%00.0%Unchanged
Samsara BioCapital, LLC5,074,916$59.4M12.43%00.0%Unchanged
Ra Capital Management, L.P.4,850,984$56.8M0.75%00.0%Unchanged
TCG Crossover Management, LLC3,185,185$37.3M3.88%00.0%Unchanged
BlackRock Inc.2,045,702$23.9M0.00%+702,139+52.3%Added
OrbiMed Advisors LLC2,021,424$23.7M0.47%00.0%Unchanged
Sr One Capital Management, LP2,016,822$23.6M7.39%00.0%Unchanged
Adams Street Partners LLC1,688,712$19.8M8.14%−187,780−10.0%Reduced
Franklin Resources Inc1,482,591$17.3M0.01%+575,080+63.4%Added
Laurion Capital Management LP1,456,804$17.0M0.56%+152,588+11.7%Added
Vanguard Group Inc1,219,062$14.3M0.00%+236,130+24.0%Added
Caligan Partners LP745,758$8.73M2.04%+745,758New
American Century Companies Inc743,140$8.69M0.01%+23,170+3.2%Added
Jennison Associates LLC683,257$7.99M0.01%+683,257New
Octagon Capital Advisors LP600,000$7.02M1.16%+50,000+9.1%Added
Geode Capital Management, LLC582,326$6.81M0.00%+199,562+52.1%Added
Nantahala Capital Management, LLC532,506$6.23M0.63%+200,000+60.1%Added
Morgan Stanley471,524$5.52M0.00%−50,485−9.7%Reduced
State Street Corp465,139$5.44M0.00%+159,453+52.2%Added
Blue Owl Capital Holdings LP450,339$5.27M1.47%−90,741−16.8%Reduced
Sphera Funds Management Ltd.442,752$5.18M0.84%−216,051−32.8%Reduced
Sectoral Asset Management Inc438,748$5.13M2.09%−113,508−20.6%Reduced
Boothbay Fund Management, LLC424,183$4.96M0.15%+424,183New
Rock Springs Capital Management LP378,932$4.43M0.13%−413,683−52.2%Reduced
Affinity Asset Advisors, LLC327,959$3.84M0.60%00.0%Unchanged
ExodusPoint Capital Management, LP274,316$3.21M0.04%+152,110+124.5%Added
FMR LLC271,095$3.17M0.00%+269,551+17,458.0%Added
Driehaus Capital Management LLC257,371$3.01M0.03%+74,074+40.4%Added
Charles Schwab Investment Management Inc203,935$2.39M0.00%+83,073+68.7%Added
Northern Trust Corp167,801$1.96M0.00%+21,680+14.8%Added
Ensign Peak Advisors, Inc125,000$1.46M0.00%00.0%Unchanged
DAFNA Capital Management LLC119,000$1.39M0.33%+29,000+32.2%Added
Bank of America Corp111,535$1.30M0.00%+29,077+35.3%Added
Bank of New York Mellon Corp84,762$991.7K0.00%+35,634+72.5%Added
Lion Point Capital, LP79,000$924.3K2.89%+19,000+31.7%Added
NEOS Investment Management LLC72,813$851.9K0.04%+2,073+2.9%Added
Prudential Financial Inc67,650$791.5K0.00%+67,650New
Nuveen Asset Management, LLC66,629$779.6K0.00%+31,798+91.3%Added
Millennium Management LLC65,538$766.8K0.00%+28,198+75.5%Added
Renaissance Technologies LLC61,800$723.1K0.00%+30,100+95.0%Added
UBS Oconnor LLC59,931$701.2K0.02%+1,457+2.5%Added
Goldman Sachs Group Inc56,823$664.8K0.00%+7,532+15.3%Added
Rhumbline Advisers41,079$480.6K0.00%+18,519+82.1%Added
Alps Advisors Inc38,735$453.2K0.00%+9,746+33.6%Added
Pale Fire Capital SE34,888$408.2K0.05%+5,973+20.7%Added
ADAR1 Capital Management, LLC25,366$296.8K0.06%+1,366+5.7%Added
Alliancebernstein L.P.22,960$268.6K0.00%+7,100+44.8%Added
Jane Street Group, LLC22,795$266.7K0.00%+8,609+60.7%Added
JPMorgan Chase & Co22,101$258.6K0.00%+3,363+17.9%Added
Verition Fund Management LLC20,953$245.2K0.00%+20,953New
Wells Fargo & Company19,691$230.4K0.00%+5,268+36.5%Added
Bellevue Group AG17,499$204.7K0.00%+8,299+90.2%Added
MetLife Investment Management17,124$200.4K0.00%+5,708+50.0%Added
Two Sigma Investments, LP16,134$188.8K0.00%+510+3.3%Added
Corebridge Financial, Inc.15,362$179.7K0.00%+15,362New
Citadel Advisors LLC13,034$152.5K0.00%+12,937+13,337.1%Added
Manufacturers Life Insurance Company, The12,432$145.5K0.00%+12,432New
Federated Hermes, Inc.12,000$140.4K0.00%+6,000+100.0%Added
Deutsche Bank AG11,632$136.1K0.00%+3,299+39.6%Added
Letko, Brosseau & Associates Inc11,400$133.4K0.00%00.0%Unchanged
UBS Group AG10,787$126.2K0.00%−8,932−45.3%Reduced
Change Path, LLC10,750$126.0K0.01%00.0%Unchanged
Barclays PLC10,010$117.1K0.00%−3,651−26.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.9,762$114.2K0.00%+9,762New
EntryPoint Capital, LLC7,956$93.1K0.04%+3,324+71.8%Added
New York State Common Retirement Fund7,764$90.8K0.00%−678−8.0%Reduced
Citigroup Inc7,759$90.8K0.00%+3,803+96.1%Added
Virtus ETF Advisers LLC7,134$83.5K0.04%−3,367−32.1%Reduced
CWM, LLC5,885$69.0K0.00%−6−0.1%Reduced
China Universal Asset Management Co., Ltd.5,832$68.2K0.01%−2,099−26.5%Reduced
STRS Ohio3,800$44.5K0.00%+2,200+137.5%Added
Tower Research Capital LLC (TRC)3,371$39.4K0.00%+3,076+1,042.7%Added
Ameritas Investment Partners, Inc.2,798$32.7K0.00%+926+49.5%Added
Royal Bank of Canada2,695$31.0K0.00%+2,251+507.0%Added
Legal & General Group Plc2,582$30.2K0.00%+900+53.5%Added
The PNC Financial Services Group, Inc.2,211$25.9K0.00%00.0%Unchanged
California State Teachers Retirement System2,069$24.2K0.00%+116+5.9%Added
Mirae Asset Global Investments Co., Ltd.1,482$17.0K0.00%+1,482New
Amalgamated Bank682$8.00K0.00%+181+36.1%Added
Comerica Bank644$7.54K0.00%−46−6.7%Reduced
Smartleaf Asset Management LLC357$4.11K0.00%+357New
Massmutual Trust Co FSB319$3.73K0.00%00.0%Unchanged
Daiwa Securities Group Inc.152$2.00K0.00%00.0%Unchanged
Allworth Financial LP133$1.76K0.00%+133New
Quadrant Capital Group LLC129$1.51K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.108$1.26K0.00%+108New
Advisor Group Holdings, Inc.100$1.17K0.00%+100New
Nisa Investment Advisors, LLC66$7720.00%+62+1,550.0%Added
Versant Capital Management, Inc63$7370.00%00.0%Unchanged
Private Wealth Management Group, LLC50$5850.00%00.0%Unchanged
Parallel Advisors, LLC22$2570.00%00.0%Unchanged
Rothschild Investment LLC20$2340.00%+20New
Farther Finance Advisors, LLC17$2070.00%00.0%Unchanged
Avion Wealth78$00.00%00.0%Unchanged
Braidwell LP0$00.00%−1,147,154−100.0%Sold out
VR Adviser, LLC0$00.00%−555,554−100.0%Sold out
Silverarc Capital Management, LLC0$00.00%−56,944−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−47,800−100.0%Sold out
XTX Topco Ltd0$00.00%−14,992−100.0%Sold out
American International Group, Inc.0$00.00%−9,573−100.0%Sold out