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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 10 sales; 225 institutions reported holding it in 13F filings for Q2 2026, worth $2.69B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Mineralys Therapeutics, Inc. as of Dec 31, 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
223
+32 vs. Q3 2025
Shares held
88.4M
+9.06M (+11.4%) vs. Q3 2025
Total value
$3.21B
+$199.8M (+6.6%) vs. Q3 2025
New holders
52
82 more added
Sold out
20
72 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 223 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: 68 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 2025: $3.21B
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 202368$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 2025

Shares, value and share of portfolio for each institution holding Mineralys Therapeutics, Inc.; share changes are against Q3 2025.

Institutions holding MLYS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Sectoral Asset Management Inc31,625$1.15M0.92%−2,260−6.7%Reduced
Victory Capital Management Inc32,881$1.19M0.00%+27,174+476.2%Added
HRT Financial LP37,236$1.35M0.00%−96,802−72.2%Reduced
Deutsche Bank AG37,245$1.35M0.00%+6,315+20.4%Added
DAFNA Capital Management LLC38,490$1.40M0.32%−45,000−53.9%Reduced
Tudor Investment Corp Et Al39,046$1.42M0.01%+39,046New
Seven Fleet Capital Management LP42,025$1.53M1.03%+42,025New
California State Teachers Retirement System43,348$1.57M0.00%+6,749+18.4%Added
Legal & General Group Plc43,938$1.59M0.00%−1,491−3.3%Reduced
Erste Asset Management GmbH45,000$1.66M0.01%00.0%Unchanged
Ameriprise Financial Inc46,246$1.68M0.00%−50,901−52.4%Reduced
JPMorgan Chase & Co46,683$1.69M0.00%−136,997−74.6%Reduced
Profund Advisors LLC47,024$1.71M0.05%+39,768+548.1%Added
J. Goldman & Co LP47,288$1.72M0.07%+3,420+7.8%Added
Algert Global LLC47,500$1.72M0.03%00.0%Unchanged
PFM Health Sciences, LP47,637$1.73M0.18%+47,637New
Schonfeld Strategic Advisors LLC49,821$1.81M0.01%+35,203+240.8%Added
State of Wisconsin Investment Board49,941$1.81M0.00%+23,015+85.5%Added
Findell Capital Management LLC50,000$1.81M0.60%−200,000−80.0%Reduced
Rhumbline Advisers54,284$1.97M0.00%−1,007−1.8%Reduced
Wells Fargo & Company56,756$2.06M0.00%+26,702+88.8%Added
Zimmer Partners, LP57,500$2.09M0.05%−42,500−42.5%Reduced
Moore Capital Management, LP60,000$2.18M0.04%−105,000−63.6%Reduced
AQR Capital Management LLC62,300$2.26M0.00%+44,178+243.8%Added
Winton Group Ltd64,806$2.35M0.08%+64,806New
Alps Advisors Inc64,987$2.36M0.01%+64,987New
Blue Owl Capital Holdings LP65,944$2.39M0.74%−35,000−34.7%Reduced
Greenland Capital Management LP69,000$2.50M0.36%−36,853−34.8%Reduced
Hennion & Walsh Asset Management, Inc.69,362$2.52M0.09%+16,514+31.2%Added
XTX Topco Ltd73,678$2.67M0.07%+54,838+291.1%Added
UBS Asset Management Americas Inc75,897$2.75M0.00%+16,855+28.5%Added
Susquehanna Portfolio Strategies, LLC78,092$2.83M0.04%00.0%Unchanged
Millennium Management LLC78,625$2.85M0.00%−325,964−80.6%Reduced
Verition Fund Management LLC83,840$3.04M0.02%+65,377+354.1%Added
Prudential Financial Inc89,065$3.23M0.00%+38,640+76.6%Added
Swiss National Bank90,100$3.27M0.00%+1,600+1.8%Added
Silverarc Capital Management, LLC94,983$3.45M0.50%+14,983+18.7%Added
EAM Investors, LLC96,135$3.49M0.39%−31,412−24.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main111,753$4.06M0.00%+111,753New
Ensign Peak Advisors, Inc112,190$4.07M0.01%+4,550+4.2%Added
Voya Investment Management LLC112,672$4.09M0.00%−25,854−18.7%Reduced
Trexquant Investment LP112,788$4.09M0.04%+68,815+156.5%Added
Nantahala Capital Management, LLC113,285$4.11M0.25%−45,428−28.6%Reduced
Simplify Asset Management Inc.114,182$4.14M0.07%−104,544−47.8%Reduced
Nuveen, LLC122,947$4.46M0.00%+36,031+41.5%Added
HighVista Strategies LLC124,544$4.52M1.16%−85,285−40.6%Reduced
Schroder Investment Management Group130,592$4.64M0.00%+130,592New
Rafferty Asset Management, LLC127,917$4.64M0.02%+96,232+303.7%Added
Bank of New York Mellon Corp131,839$4.78M0.00%+18,042+15.9%Added
ADAR1 Capital Management, LLC136,231$4.94M0.37%+57,993+74.1%Added
Brevan Howard Capital Management LP139,293$4.98M0.10%+139,293New
Dimensional Fund Advisors LP137,636$4.99M0.00%−9,142−6.2%Reduced
Artia Global Partners LP137,800$5.00M0.80%+81,200+143.5%Added
Rhenman & Partners Asset Management AB142,571$5.17M0.48%−22,429−13.6%Reduced
Susquehanna International Group, LLP143,208$5.20M0.01%+85,985+150.3%Added
Burkehill Global Management, LP150,000$5.44M0.36%00.0%Unchanged
Velan Capital Investment Management LP151,000$5.48M3.19%−24,600−14.0%Reduced
BNP Paribas Arbitrage, SA172,929$6.28M0.00%−453,219−72.4%Reduced
Buckley Capital Advisors, LLC174,300$6.33M5.50%+174,300New
Russell Investments Group, Ltd.175,361$6.36M0.01%+172,097+5,272.6%Added
Ikarian Capital, LLC200,000$7.26M0.94%+200,000New
UBS Group AG201,280$7.30M0.00%+111,776+124.9%Added
Davern Capital Partners, LP210,648$7.64M2.47%+210,648New
Swedbank AB221,400$8.03M0.01%−77,900−26.0%Reduced
Barclays PLC223,283$8.10M0.00%−430,547−65.8%Reduced
SG Americas Securities, LLC230,795$8.38M0.01%+130,758+130.7%Added
Squarepoint Ops LLC246,804$8.96M0.02%+203,791+473.8%Added
Marshall Wace, LLP249,130$9.04M0.01%+249,130New
Iron Triangle Partners LP257,085$9.33M1.07%+257,085New
StemPoint Capital LP290,049$10.5M1.81%+131,937+83.4%Added
Northern Trust Corp299,863$10.9M0.00%−90,944−23.3%Reduced
Lord, Abbett & Co. LLC312,396$11.3M0.03%+312,396New
Renaissance Technologies LLC322,100$11.7M0.02%+274,700+579.5%Added
Catalio Capital Management, LP331,849$12.0M2.13%+331,849New
Two Sigma Advisers, LP353,700$12.8M0.02%+353,700New
22NW, LP358,325$13.0M10.02%00.0%Unchanged
TimesSquare Capital Management, LLC380,100$13.8M0.21%+380,100New
Citadel Advisors LLC399,919$14.5M0.01%−1,667,308−80.7%Reduced
Parkman Healthcare Partners LLC410,249$14.9M1.42%−45,274−9.9%Reduced
Rock Springs Capital Management LP427,596$15.5M0.80%+19,283+4.7%Added
Sphera Funds Management Ltd.449,003$16.3M3.41%+229,093+104.2%Added
Charles Schwab Investment Management Inc461,300$16.7M0.00%+52,113+12.7%Added
Qube Research & Technologies Ltd496,549$18.0M0.03%+316,123+175.2%Added
Two Sigma Investments, LP610,403$22.2M0.03%+610,403New
Morgan Stanley639,507$23.2M0.00%−737,491−53.6%Reduced
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.659,076$23.9M2.12%+659,076New
Armistice Capital, LLC676,035$24.5M0.60%+168,385+33.2%Added
Candriam Luxembourg S.C.A.678,387$24.6M0.12%+110,606+19.5%Added
Siren, L.L.C.699,999$25.4M0.76%+699,999New
Affinity Asset Advisors, LLC730,000$26.5M1.90%−20,000−2.7%Reduced
Integral Health Asset Management, LLC750,000$27.2M1.38%−750,000−50.0%Reduced
Wellington Management Group LLP784,267$28.5M0.00%+822+0.1%Added
Farallon Capital Management, L.L.C.823,296$29.9M0.16%−849,757−50.8%Reduced
Pictet Asset Management Holding SA852,883$31.0M0.03%−76,286−8.2%Reduced
American Century Companies Inc908,093$33.0M0.02%+28,411+3.2%Added
Alliancebernstein L.P.922,516$33.5M0.01%+40,101+4.5%Added
OrbiMed Advisors LLC980,400$35.6M0.73%−489,094−33.3%Reduced
Bank of America Corp987,280$35.8M0.00%+219,015+28.5%Added
Boothbay Fund Management, LLC992,082$36.0M0.95%+49,456+5.2%Added
D. E. Shaw & Co., Inc.1,150,670$41.8M0.03%+539,747+88.3%Added