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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, Q3 2025

Institutional positions in Mineralys Therapeutics, Inc. as of Sep 30, 2025. 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
193
+27 vs. Q2 2025
Shares held
79.3M
+13.6M (+20.8%) vs. Q2 2025
Total value
$3.01B
+$2.12B (+238.4%) vs. Q2 2025
New holders
42
69 more added
Sold out
15
63 more reduced

Compare with Q2 2025: 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 holdersQ3 2025: 193 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 heldQ3 2025: $3.01B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q2 2025.

Institutions holding MLYS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Catalys Pacific, LLC8,903,838$337.6M96.09%00.0%Unchanged
Ra Capital Management, L.P.7,323,750$277.7M3.42%+1,176,470+19.1%Added
Samsara BioCapital, LLC6,263,151$237.5M31.01%+588,235+10.4%Added
BlackRock, Inc.3,671,614$139.2M0.00%+573,854+18.5%Added
Vanguard Group Inc3,018,999$114.5M0.00%+692,550+29.8%Added
Caligan Partners LP2,772,654$105.1M14.59%+755,302+37.4%Added
Capital International Investors2,393,396$90.8M0.01%−505,624−17.4%Reduced
Suvretta Capital Management, LLC2,132,133$80.9M2.45%+387,641+22.2%Added
Sr One Capital Management, LP2,113,933$80.2M11.59%−1,014,000−32.4%Reduced
FMR LLC2,071,255$78.5M0.00%+1,766,369+579.4%Added
Citadel Advisors LLC2,067,227$78.4M0.06%+2,052,845+14,273.7%Added
Franklin Resources Inc1,809,768$68.6M0.02%+6,171+0.3%Added
Point72 Asset Management, L.P.1,799,628$68.2M0.15%+1,799,628New
Laurion Capital Management LP1,720,445$65.2M8.90%−42,137−2.4%Reduced
Farallon Capital Management, L.L.C.1,673,053$63.4M0.36%+1,673,053New
Integral Health Asset Management, LLC1,500,000$56.9M4.15%−1,200,000−44.4%Reduced
OrbiMed Advisors LLC1,469,494$55.7M1.34%+709,143+93.3%Added
Morgan Stanley1,376,998$52.2M0.00%+789,168+134.3%Added
State Street Corp1,303,023$49.4M0.00%−140,536−9.7%Reduced
Holocene Advisors, LP1,205,377$45.7M0.11%+1,205,377New
Geode Capital Management, LLC1,123,411$42.6M0.00%+168,851+17.7%Added
Polar Capital Holdings Plc1,058,776$40.1M0.19%+1,058,776New
Boothbay Fund Management, LLC942,626$35.7M0.92%+125,700+15.4%Added
Pictet Asset Management Holding SA929,169$35.2M0.03%−338,824−26.7%Reduced
Alliancebernstein L.P.882,415$33.5M0.01%+855,348+3,160.1%Added
American Century Companies Inc879,682$33.4M0.02%+44,901+5.4%Added
Wellington Management Group LLP783,445$29.7M0.01%+667,997+578.6%Added
Bank of America Corp768,265$29.1M0.00%+504,909+191.7%Added
Affinity Asset Advisors, LLC750,000$28.4M2.65%−150,000−16.7%Reduced
Goldman Sachs Group Inc711,661$27.0M0.00%+84,874+13.5%Added
Barclays PLC653,830$24.8M0.01%+509,946+354.4%Added
BNP Paribas Arbitrage, SA626,148$23.7M0.02%+622,040+15,142.2%Added
D. E. Shaw & Co., Inc.610,923$23.2M0.02%+36,716+6.4%Added
Candriam Luxembourg S.C.A.567,781$21.5M0.11%−256,406−31.1%Reduced
Pale Fire Capital SE532,407$20.2M2.21%+85,781+19.2%Added
Armistice Capital, LLC507,650$19.3M0.60%+329,650+185.2%Added
Parkman Healthcare Partners LLC455,523$17.3M1.90%−8,078−1.7%Reduced
Nearwater Capital Markets, Ltd450,000$17.1M0.23%+450,000New
Charles Schwab Investment Management Inc409,187$15.5M0.00%+84,982+26.2%Added
Rock Springs Capital Management LP408,313$15.5M0.91%+83,800+25.8%Added
Millennium Management LLC404,589$15.3M0.01%+161,020+66.1%Added
Northern Trust Corp390,807$14.8M0.00%+51,782+15.3%Added
Jennison Associates LLC376,346$14.3M0.01%−858,976−69.5%Reduced
22NW, LP358,325$13.6M7.07%−201,717−36.0%Reduced
Swedbank AB299,300$11.3M0.01%−84,500−22.0%Reduced
Findell Capital Management LLC250,000$9.48M4.33%+250,000New
Sphera Funds Management Ltd.219,910$8.34M1.98%−261,064−54.3%Reduced
Simplify Asset Management Inc.218,726$8.29M0.17%+218,726New
HighVista Strategies LLC209,829$7.96M1.95%+59,691+39.8%Added
Tang Capital Management LLC200,000$7.58M0.29%00.0%Unchanged
Invesco Ltd.187,986$7.13M0.00%+162,243+630.2%Added
JPMorgan Chase & Co183,680$6.97M0.00%+158,180+620.3%Added
Qube Research & Technologies Ltd180,426$6.84M0.01%−170,687−48.6%Reduced
Velan Capital Investment Management LP175,600$6.66M6.25%+1,000+0.6%Added
Atika Capital Management LLC174,000$6.60M0.56%+174,000New
Moore Capital Management, LP165,000$6.26M0.12%+165,000New
Rhenman & Partners Asset Management AB165,000$6.26M0.69%+165,000New
Citigroup Inc163,168$6.19M0.00%+136,050+501.7%Added
Nantahala Capital Management, LLC158,713$6.02M0.37%−195,269−55.2%Reduced
StemPoint Capital LP158,112$6.00M1.21%−473,474−75.0%Reduced
Burkehill Global Management, LP150,000$5.69M0.32%+150,000New
Dimensional Fund Advisors LP146,778$5.57M0.00%−40,606−21.7%Reduced
Voya Investment Management LLC138,526$5.25M0.01%+88,050+174.4%Added
HRT Financial LP134,038$5.08M0.02%+123,961+1,230.1%Added
EAM Investors, LLC127,547$4.76M0.55%+127,547New
Jain Global LLC120,854$4.58M0.06%+120,854New
Bank of New York Mellon Corp113,797$4.32M0.00%+17,382+18.0%Added
Ensign Peak Advisors, Inc107,640$4.08M0.01%00.0%Unchanged
Greenland Capital Management LP105,853$4.01M0.59%+95,853+958.5%Added
Adage Capital Partners GP, L.L.C.105,000$3.98M0.01%+105,000New
Blue Owl Capital Holdings LP100,944$3.83M1.19%−235,000−70.0%Reduced
SG Americas Securities, LLC100,037$3.79M0.01%−23,950−19.3%Reduced
Zimmer Partners, LP100,000$3.79M0.09%−62,733−38.5%Reduced
Ameriprise Financial Inc97,147$3.68M0.00%+46,290+91.0%Added
UBS Group AG89,504$3.39M0.00%−25,635−22.3%Reduced
Swiss National Bank88,500$3.36M0.00%+26,600+43.0%Added
Nuveen, LLC86,916$3.30M0.00%+9,269+11.9%Added
DAFNA Capital Management LLC83,490$3.17M0.78%−288,033−77.5%Reduced
Silverarc Capital Management, LLC80,000$3.03M0.44%−35,282−30.6%Reduced
ADAR1 Capital Management, LLC78,238$2.97M0.29%−223,887−74.1%Reduced
Susquehanna Portfolio Strategies, LLC78,092$2.96M0.05%−83,042−51.5%Reduced
Hudson Bay Capital Management LP75,768$2.87M0.02%+75,768New
Cinctive Capital Management LP71,713$2.72M0.14%+55,600+345.1%Added
UBS Asset Management Americas Inc59,042$2.24M0.00%+34,638+141.9%Added
Susquehanna International Group, LLP57,223$2.17M0.00%+1,137+2.0%Added
Artia Global Partners LP56,600$2.15M0.38%+15,500+37.7%Added
Rhumbline Advisers55,291$2.10M0.00%+1,695+3.2%Added
Hennion & Walsh Asset Management, Inc.52,848$2.00M0.07%+21,753+70.0%Added
Prudential Financial Inc50,425$1.91M0.00%−301,800−85.7%Reduced
Algert Global LLC47,500$1.80M0.03%+47,500New
Renaissance Technologies LLC47,400$1.80M0.00%−129,526−73.2%Reduced
Erste Asset Management GmbH45,000$1.77M0.02%00.0%Unchanged
Legal & General Group Plc45,429$1.72M0.00%+9,380+26.0%Added
Trexquant Investment LP43,973$1.67M0.02%−138,692−75.9%Reduced
J. Goldman & Co LP43,868$1.66M0.06%−13,767−23.9%Reduced
Squarepoint Ops LLC43,013$1.63M0.00%+31,498+273.5%Added
Capstone Investment Advisors, LLC42,276$1.60M0.01%+42,276New
Resolute Capital Asset Partners LLC40,000$1.52M0.79%+40,000New
Lion Point Capital, LP39,000$1.48M8.40%−40,000−50.6%Reduced
Jane Street Group, LLC37,145$1.41M0.00%+37,145New