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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
Moore Capital Management, LP60,000$2.18M0.04%−105,000−63.6%Reduced
Zimmer Partners, LP57,500$2.09M0.05%−42,500−42.5%Reduced
Wells Fargo & Company56,756$2.06M0.00%+26,702+88.8%Added
Rhumbline Advisers54,284$1.97M0.00%−1,007−1.8%Reduced
Findell Capital Management LLC50,000$1.81M0.60%−200,000−80.0%Reduced
State of Wisconsin Investment Board49,941$1.81M0.00%+23,015+85.5%Added
Schonfeld Strategic Advisors LLC49,821$1.81M0.01%+35,203+240.8%Added
PFM Health Sciences, LP47,637$1.73M0.18%+47,637New
Algert Global LLC47,500$1.72M0.03%00.0%Unchanged
J. Goldman & Co LP47,288$1.72M0.07%+3,420+7.8%Added
Profund Advisors LLC47,024$1.71M0.05%+39,768+548.1%Added
JPMorgan Chase & Co46,683$1.69M0.00%−136,997−74.6%Reduced
Ameriprise Financial Inc46,246$1.68M0.00%−50,901−52.4%Reduced
Erste Asset Management GmbH45,000$1.66M0.01%00.0%Unchanged
Legal & General Group Plc43,938$1.59M0.00%−1,491−3.3%Reduced
California State Teachers Retirement System43,348$1.57M0.00%+6,749+18.4%Added
Seven Fleet Capital Management LP42,025$1.53M1.03%+42,025New
Tudor Investment Corp Et Al39,046$1.42M0.01%+39,046New
DAFNA Capital Management LLC38,490$1.40M0.32%−45,000−53.9%Reduced
Deutsche Bank AG37,245$1.35M0.00%+6,315+20.4%Added
HRT Financial LP37,236$1.35M0.00%−96,802−72.2%Reduced
Victory Capital Management Inc32,881$1.19M0.00%+27,174+476.2%Added
Sectoral Asset Management Inc31,625$1.15M0.92%−2,260−6.7%Reduced
Y-Intercept (Hong Kong) Ltd31,359$1.14M0.03%−5,014−13.8%Reduced
Allianz Asset Management GmbH30,200$1.10M0.00%−3,500−10.4%Reduced
Canada Pension Plan Investment Board29,600$1.07M0.00%+29,600New
Invesco Ltd.29,141$1.06M0.00%−158,845−84.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.29,182$1.05M0.00%+9,466+48.0%Added
MetLife Investment Management26,005$943.7K0.00%+3,296+14.5%Added
CenterBook Partners LP26,000$943.5K0.05%+26,000New
Diadema Partners LP25,000$907.3K0.54%+25,000New
Raymond James Financial Inc24,974$906.3K0.00%+24,974New
Sigma Planning Corp24,000$871.0K0.02%+24,000New
Atom Investors LP22,330$810.4K0.06%+22,330New
Creative Planning21,103$765.8K0.00%−1,192−5.3%Reduced
Maven Securities LTD20,000$725.8K0.09%+20,000New
Bellevue Group AG19,826$719.5K0.01%−6,779−25.5%Reduced
Citigroup Inc18,315$664.7K0.00%−144,853−88.8%Reduced
Quantinno Capital Management LP18,243$662.0K0.00%−384−2.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)17,348$629.6K0.00%−4,970−22.3%Reduced
Twin Securities, Inc.16,737$607.4K0.23%+16,737New
Intech Investment Management LLC16,723$606.9K0.01%+16,723New
Manufacturers Life Insurance Company, The16,181$587.2K0.00%+1,415+9.6%Added
Entropy Technologies, LP16,175$587.0K0.03%+16,175New
State of New Jersey Common Pension Fund D15,584$565.5K0.00%+15,584New
PSP Research LLC14,818$537.7K0.47%+14,818New
Fox Run Management, L.L.C.14,526$527.1K0.08%+14,526New
Campbell & CO Investment Adviser LLC14,404$522.7K0.03%+14,404New
Handelsbanken Fonder AB14,100$512.0K0.00%+14,100New
Arizona State Retirement System13,000$471.8K0.00%+2,393+22.6%Added
China Universal Asset Management Co., Ltd.12,896$468.0K0.04%+1,275+11.0%Added
Police & Firemen's Retirement System of New Jersey12,683$460.3K0.00%+1,717+15.7%Added
New York State Common Retirement Fund12,564$455.9K0.00%00.0%Unchanged
Optimize Financial Inc12,383$449.4K0.23%+176+1.4%Added
ProShare Advisors LLC12,040$436.9K0.00%+2,985+33.0%Added
Universal- Beteiligungs- und Servicegesellschaft mbH11,997$435.4K0.00%+11,997New
Quest Partners LLC11,328$411.1K0.02%−1,277−10.1%Reduced
FORA Capital, LLC11,050$401.0K0.05%+4,725+74.7%Added
Change Path, LLC10,750$390.1K0.01%00.0%Unchanged
Lion Point Capital, LP10,500$381.0K1.97%−28,500−73.1%Reduced
Pale Fire Capital SE10,354$375.7K0.05%−522,053−98.1%Reduced
Mariner, LLC10,230$371.5K0.00%−6,179−37.7%Reduced
KLP Kapitalforvaltning AS9,600$348.4K0.00%+2,900+43.3%Added
Virginia Retirement Systems Et Al9,350$339.3K0.00%+9,350New
SEI Investments Co8,780$318.6K0.00%−1,085−11.0%Reduced
State Board of Administration of Florida Retirement System7,561$274.4K0.00%00.0%Unchanged
Banque Pictet & Cie SA7,486$271.7K0.00%+7,486New
Persistent Asset Partners Ltd7,416$269.1K0.13%+7,416New
Virtus Investment Advisers, Inc.7,209$261.6K0.07%−417−5.5%Reduced
Kingswood Wealth Advisors, LLC7,074$256.7K0.01%−9,069−56.2%Reduced
Cinctive Capital Management LP7,037$255.4K0.01%−64,676−90.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.6,860$248.9K0.00%−7,389−51.9%Reduced
Teacher Retirement System of Texas6,781$246.1K0.00%−2,905−30.0%Reduced
NEOS Investment Management LLC6,463$234.5K0.00%+6,463New
Tema ETFs LLC6,463$234.5K0.02%+6,463New
Arrowpoint Investment Partners (Singapore) Pte. Ltd.6,384$231.7K0.03%+6,384New
CWM, LLC5,098$185.0K0.00%−499−8.9%Reduced
Simplex Trading, LLC4,802$174.3K0.00%+379+8.6%Added
Mirae Asset Global Investments Co., Ltd.3,846$139.6K0.00%+1,283+50.1%Added
Caitong International Asset Management Co., Ltd3,823$138.7K0.03%+3,715+3,439.8%Added
Ameritas Investment Partners, Inc.3,798$137.8K0.00%+529+16.2%Added
Acadian Asset Management LLC2,908$104.0K0.00%+2,908New
The PNC Financial Services Group, Inc.2,234$81.1K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,949$70.7K0.00%−116−5.6%Reduced
GF Fund Management Co. Ltd.1,555$56.4K0.00%+129+9.0%Added
Royal Bank of Canada1,529$56.0K0.00%+1,107+262.3%Added
Amalgamated Bank1,470$53.0K0.00%+485+49.2%Added
Advisor Group Holdings, Inc.1,155$41.9K0.00%−27,369−96.0%Reduced
Smartleaf Asset Management LLC1,003$35.6K0.00%−14−1.4%Reduced
Navalign, LLC900$32.7K0.01%+900New
Comerica Bank781$28.3K0.00%+1+0.1%Added
Tower Research Capital LLC (TRC)520$18.9K0.00%−2,851−84.6%Reduced
Versant Capital Management, Inc513$18.6K0.00%00.0%Unchanged
Covestor Ltd473$17.0K0.01%−94−16.6%Reduced
GAMMA Investing LLC451$16.4K0.00%+15+3.4%Added
Pinnacle Wealth Planning Services, Inc.355$12.9K0.00%+355New
Massmutual Trust Co FSB319$11.6K0.00%00.0%Unchanged
Los Angeles Capital Management LLC275$11.3K0.00%+275New
Sterling Capital Management LLC306$11.1K0.00%+211+222.1%Added
Daiwa Securities Group Inc.235$9.00K0.00%+36+18.1%Added