Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MLYS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Catalys Pacific, LLC | 7.9M | $214.1M | 0.0% | 11.922% | 92.81% |
| 2 | RA CAPITAL MANAGEMENT, L.P. | 7.7M | $208.4M | +5.0% | 11.604% | 2.21% |
| 3 | Samsara BioCapital, LLC | 5.9M | $159.0M | 0.0% | 8.856% | 15.45% |
| 4 | FMR LLC | 4.9M | $131.7M | -3.9% | 7.332% | 0.01% |
| 5 | BlackRock, Inc. | 4.5M | $121.4M | +3.6% | 6.760% | 0.00% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 3.4M | $91.0M | +328.3% | 5.067% | 0.02% |
| 7 | STATE STREET CORP | 2.9M | $79.5M | -7.8% | 4.428% | 0.00% |
| 8 | Caligan Partners LP | 2.8M | $75.1M | -45.3% | 4.182% | 5.22% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $66.5M | β | 3.702% | 0.00% |
| 10 | Laurion Capital Management LP | 2.2M | $60.5M | +30.3% | 3.367% | 2.85% |
| 11 | ORBIMED ADVISORS LLC | 2.1M | $55.6M | +109.4% | 3.097% | 1.17% |
| 12 | Point72 Asset Management, L.P. | 1.9M | $51.8M | +58.3% | 2.883% | 0.07% |
| 13 | FRANKLIN RESOURCES INC | 1.8M | $48.3M | -0.2% | 2.692% | 0.01% |
| 14 | Andera Partners | 1.6M | $43.1M | 0.0% | 2.401% | 24.38% |
| 15 | SR ONE CAPITAL MANAGEMENT, LP | 1.6M | $42.4M | 0.0% | 2.359% | 4.63% |
| 16 | SUVRETTA CAPITAL MANAGEMENT, LLC | 1.5M | $41.7M | 0.0% | 2.321% | 1.13% |
| 17 | Polar Capital Holdings Plc | 1.5M | $40.7M | +7.1% | 2.264% | 0.14% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4M | $38.9M | +19.8% | 2.163% | 0.00% |
| 19 | SPHERA FUNDS MANAGEMENT LTD. | 1.3M | $36.3M | +198.4% | 2.021% | 6.06% |
| 20 | ALLIANCEBERNSTEIN L.P. | 976K | $35.4M | +5.8% | 1.472% | 0.01% |
| 21 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $35.3M | +3.5% | 1.963% | 0.00% |
| 22 | JENNISON ASSOCIATES LLC | 1.3M | $34.3M | +0.6% | 1.910% | 0.02% |
| 23 | ARMISTICE CAPITAL, LLC | 1.2M | $31.9M | +74.0% | 1.774% | 0.94% |
| 24 | BANK OF AMERICA CORP /DE/ | 1.1M | $29.8M | +11.5% | 1.660% | 0.00% |
| 25 | TUDOR INVESTMENT CORP ET AL | 1.1M | $28.5M | -9.5% | 1.585% | 0.10% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MLYS β a direct measure of their conviction.
Filings activity in MLYS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MLYS position in Q1 2026
Institutions that fully closed their MLYS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 208 | 5.5% | 154.15% | 45.84 pp | $2.41B | 26% |
| Q4 2025 | 220 | +15% | 199.99% | +8.32 pp | $3.25B | +8.1% |
| Q3 2025 | 191 | +16% | 191.67% | +135.41 pp | $3.00B | +241% |
| Q2 2025 | 165 | +10% | 56.26% | 4.47 pp | $881M | 7.4% |
| Q1 2025 | 150 | +35% | 60.73% | +24.28 pp | $951M | +67% |
| Q4 2024 | 111 | +4.7% | 36.45% | +2.02 pp | $571M | +5.9% |
| Q3 2024 | 106 | +13% | 34.43% | +1.68 pp | $539M | +5.1% |
| Q2 2024 | 94 | β | 32.75% | β | $513M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MLYS stock.
Based on Q1 2026 13F filings, institutional ownership of Mineralys Therapeutics, Inc. stands at 154.2%, held across 208 reporting institutions.
Catalys Pacific, LLC is the largest reported institutional holder of MLYS, with approximately 7,903,838 shares worth $0.21B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of MLYS, including Point72 Asset Management, L.P., SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for MLYS is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in MLYS during Q1 2026, while 44 fully exited. 50 added to existing positions and 124 trimmed.
MLYS institutional ownership fell by 45.84 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 50.0% of all reported 13F value in MLYS, and the top 25 account for 74.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Mineralys Therapeutics, Inc. (MLYS) Institutional Ownership