Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PTHS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Murchinson Ltd. | 296K | $6.2M | +2.4% | 8.947% | 1.77% |
| 2 | Ikarian Capital, LLC | 257K | $5.4M | +0.3% | 7.748% | 0.57% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 93K | $2.0M | β | 2.811% | 0.00% |
| 4 | BOOTHBAY FUND MANAGEMENT, LLC | 82K | $1.7M | +1.5% | 2.472% | 0.04% |
| 5 | J. Goldman & Co LP | 50K | $1.1M | -35.4% | 1.522% | 0.03% |
| 6 | CANTOR FITZGERALD, L. P. | 41K | $870K | +18.4% | 1.251% | 0.03% |
| 7 | DIADEMA PARTNERS LP | 25K | $520K | -0.9% | 0.748% | 0.16% |
| 8 | Knott David M Jr | 21K | $443K | +9.3% | 0.636% | 0.26% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 15K | $321K | +12.2% | 0.462% | 0.00% |
| 10 | Pale Fire Capital SE | 13K | $271K | +59.5% | 0.390% | 0.02% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 10K | $206K | β | 0.296% | 0.00% |
| 12 | Persistent Asset Partners Ltd | 6K | $126K | 0.0% | 0.181% | 0.06% |
| 13 | Steward Partners Investment Advisory, LLC | 2K | $40K | 0.0% | 0.058% | 0.00% |
| 14 | UBS Group AG | 764 | $16K | +76.0% | 0.023% | 0.00% |
| 15 | Farther Finance Advisors, LLC | 40 | $852 | β | 0.001% | 0.00% |
| 16 | Aspect Partners, LLC | 16 | $336 | β | 0.001% | 0.00% |
| 17 | CITIGROUP INC | 1 | $21 | β | 0.000% | 0.00% |
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 PTHS β a direct measure of their conviction.
Filings activity in PTHS during Q1 2026, grouped by how each filer changed its position.
3 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 | 17 | +13% | 21.05% | 9.56 pp | $19M | 31% |
| Q4 2025 | 15 | +7.1% | 30.61% | +16.38 pp | $28M | +115% |
| Q3 2025 | 14 | β | 14.23% | β | $13M | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | Davis Todd C | Buy | 35K | $27.80 | $986K |
Quick answers to the most common questions about buying PTHS stock.
Based on Q1 2026 13F filings, institutional ownership of Pelthos Therapeutics Inc. stands at 21.1%, held across 17 reporting institutions.
Murchinson Ltd. is the largest reported institutional holder of PTHS, with approximately 296,314 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of PTHS.
Our composite Smart Money Score for PTHS is 31 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in PTHS during Q1 2026, while 3 fully exited. 2 added to existing positions and 10 trimmed.
PTHS institutional ownership fell by 9.56 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 98.0% of all reported 13F value in PTHS, and the top 25 account for 100.0%.
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.
Pelthos Therapeutics Inc. (PTHS) Institutional Ownership