New Positions
30 managers initiated
Top five by reported value
Personalis Inc NASDAQ NMS - GLOBAL MARKET:PSNL
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
30 new38 added58 reduced14 exited
Total Institutional Holders
125
as of 2025-12-31
Top Holder
Merck & Co., Inc.
$111.8M
Largest QoQ Increase
T. Rowe Price Investment Management, Inc.
+7,896,714 sh
Largest QoQ Decrease
MILLENNIUM MANAGEMENT LLC
-1,210,754 sh
New Positions(30)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| PFM Health Sciences, LP | 805,817 | +805,817 | $6.4M | +$6.4M | — |
| NEXT CENTURY GROWTH INVESTORS LLC | 624,363 | +624,363 | $5.0M | +$5.0M | — |
| Portolan Capital Management, LLC | 379,197 | +379,197 | $3.0M | +$3.0M | — |
| FIRST MANHATTAN CO | 373,822 | +373,822 | $3.0M | +$3.0M | — |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 290,000 | +290,000 | $2.3M | +$2.3M | — |
| D.A. DAVIDSON & CO. | 145,507 | +145,507 | $1.2M | +$1.2M | — |
| SEI INVESTMENTS CO | 56,006 | +56,006 | $445.8K | +$445.8K | — |
| Verition Fund Management LLC | 51,804 | +51,804 | $412.4K | +$412.4K | — |
| POLEN CAPITAL MANAGEMENT LLC | 50,705 | +50,705 | $403.6K | +$403.6K | — |
| AlphaCentric Advisors LLC | 47,796 | +47,796 | $380.5K | +$380.5K | — |
| Pathstone Holdings, LLC | 39,015 | +39,015 | $310.6K | +$310.6K | — |
| Sanctuary Advisors, LLC | 39,974 | +39,974 | $260.6K | +$260.6K | — |
| US BANCORP \DE\ | 20,062 | +20,062 | $159.7K | +$159.7K | — |
| AXQ CAPITAL, LP | 14,965 | +14,965 | $119.1K | +$119.1K | — |
| GUGGENHEIM CAPITAL LLC | 13,578 | +13,578 | $108.1K | +$108.1K | — |
| Scientech Research LLC | 12,402 | +12,402 | $98.7K | +$98.7K | — |
| DRW Securities, LLC | 10,483 | +10,483 | $83.4K | +$83.4K | — |
| AQR CAPITAL MANAGEMENT LLC | 10,240 | +10,240 | $81.5K | +$81.5K | — |
| AlphaQuest LLC | 5,007 | +5,007 | $39.9K | +$39.9K | — |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,900 | +3,900 | $31.0K | +$31.0K | — |
| MCF Advisors LLC | 800 | +800 | $6.4K | +$6.4K | — |
| JONES FINANCIAL COMPANIES LLLP | 289 | +289 | $2.3K | +$2.3K | — |
| Sound Income Strategies, LLC | 200 | +200 | $2.0K | +$2.0K | — |
| MAI Capital Management | 100 | +100 | $796 | +$796 | — |
| Keating Financial Advisory Services, Inc. | 100 | +100 | $796 | +$796 | — |
| HRT FINANCIAL LP | 97,772 | +97,772 | $778 | +$778 | — |
| Allworth Financial LP | 77 | +77 | $613 | +$613 | — |
| SIGNATUREFD, LLC | 57 | +57 | $454 | +$454 | — |
| UBS ASSET MANAGEMENT AMERICAS INC | 47 | +47 | $374 | +$374 | — |
| SG Americas Securities, LLC | 44,678 | +44,678 | $356 | +$356 | — |
Added To(38)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 6,287,151 | +5,988,126 | $50.0M | +$48.1M | 2002.5% |
| abrdn plc | 3,249,895 | +861,948 | $25.9M | +$10.3M | 36.1% |
| VANGUARD GROUP INC | 3,253,797 | +247,387 | $25.9M | +$6.3M | 8.2% |
| STATE STREET CORP | 1,050,590 | +124,243 | $8.4M | +$2.3M | 13.4% |
| HOWLAND CAPITAL MANAGEMENT LLC | 547,115 | +216,442 | $4.4M | +$2.2M | 65.5% |
| JANE STREET GROUP, LLC | 258,566 | +225,066 | $2.1M | +$1.8M | 671.8% |
| TD Asset Management Inc | 271,876 | +217,292 | $2.2M | +$1.8M | 398.1% |
| DIMENSIONAL FUND ADVISORS LP | 983,174 | +9,519 | $7.8M | +$1.5M | 1.0% |
| ORACLE INVESTMENT MANAGEMENT INC | 339,343 | +109,908 | $2.7M | +$1.2M | 47.9% |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 267,674 | +82,638 | $2.1M | +$924.3K | 44.7% |
| CITADEL ADVISORS LLC | 132,062 | +107,162 | $1.1M | +$888.9K | 430.4% |
| Wellington Shields Capital Management, LLC | 340,000 | +47,865 | $2.7M | +$801.7K | 16.4% |
| UBS Group AG | 306,568 | +11,004 | $2.4M | +$513.2K | 3.7% |
| Green Alpha Advisors, LLC | 68,517 | +40,126 | $545.4K | +$360.3K | 141.3% |
| BANK OF AMERICA CORP /DE/ | 60,033 | +26,134 | $477.9K | +$256.8K | 77.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 158,170 | +28 | $1.3M | +$227.9K | 0.0% |
| WELLS FARGO & COMPANY/MN | 64,251 | +17,322 | $511.4K | +$205.5K | 36.9% |
| CITIGROUP INC | 27,608 | +25,318 | $219.8K | +$204.8K | 1105.6% |
| AMERICAN CENTURY COMPANIES INC | 114,001 | +1,991 | $907.4K | +$177.1K | 1.8% |
| BARCLAYS PLC | 140,378 | +25,575 | $920.9K | +$172.4K | 22.3% |
| SIMPLEX TRADING, LLC | 10,923 | +4,847 | $86.9K | +$86.9K | 79.8% |
| T. Rowe Price Investment Management, Inc. | 10,780,290 | +7,896,714 | $85.8K | +$67.0K | 273.9% |
| DEUTSCHE BANK AG\ | 38,827 | +1,655 | $309.1K | +$66.7K | 4.5% |
| INTECH INVESTMENT MANAGEMENT LLC | 20,342 | +3,851 | $161.9K | +$54.4K | 23.4% |
| JPMORGAN CHASE & CO | 26,716 | +1,883 | $212.7K | +$50.7K | 7.6% |
| Creative Planning | 15,768 | +3,210 | $125.5K | +$43.6K | 25.6% |
| Caitong International Asset Management Co., Ltd | 5,536 | +3,592 | $44.1K | +$31.4K | 184.8% |
| ProShare Advisors LLC | 13,081 | +1,348 | $104.1K | +$27.6K | 11.5% |
| ADVISOR GROUP HOLDINGS, INC. | 6,495 | +1,450 | $51.7K | +$25.4K | 28.7% |
| Mirae Asset Global Investments Co., Ltd. | 4,315 | +887 | $34.3K | +$12.0K | 25.9% |
| FMR LLC | 3,391 | +1,037 | $27.0K | +$11.6K | 44.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,448,585 | +1,347,439 | $11.5K | +$10.9K | 1332.2% |
| PNC Financial Services Group, Inc. | 1,061 | +1,049 | $8.4K | +$8.4K | 8741.7% |
| Russell Investments Group, Ltd. | 4,184 | +31 | $33.3K | +$6.2K | 0.7% |
| GAMMA Investing LLC | 172 | +128 | $1.4K | +$1.1K | 290.9% |
| SBI Securities Co., Ltd. | 187 | +46 | $1.5K | +$570 | 32.6% |
| Janney Montgomery Scott LLC | 30,000 | +5,000 | $239 | +$76 | 20.0% |
| CWM, LLC | 24 | +6 | $0 | $0 | 33.3% |
Reduced(58)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Merck & Co., Inc. | 14,044,943 | 0 | $111.8M | +$20.2M | 0.0% |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 8,160,734 | 0 | $65.0M | +$11.8M | 0.0% |
| ARK Investment Management LLC | 7,879,087 | -31,104 | $62.7M | +$11.1M | -0.4% |
| BlackRock, Inc. | 5,319,508 | -325,291 | $42.3M | +$5.5M | -5.8% |
| Blue Water Life Science Advisors, LP | 1,676,300 | 0 | $13.3M | +$2.4M | 0.0% |
| AIGH Capital Management LLC | 2,900,000 | -992,101 | $23.1M | -$2.3M | -25.5% |
| RENAISSANCE TECHNOLOGIES LLC | 92,994 | -360,049 | $740.2K | -$2.2M | -79.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,297,807 | -35,734 | $10.3M | +$1.6M | -2.7% |
| GOLDMAN SACHS GROUP INC | 342,475 | -231,506 | $2.7M | -$1.0M | -40.3% |
| KENNEDY CAPITAL MANAGEMENT LLC | 1,712,652 | -222,426 | $13.6M | +$1.0M | -11.5% |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 493,798 | 0 | $3.9M | +$711.1K | 0.0% |
| Brooklyn Investment Group | 12,045 | -98,838 | $95.5K | -$627.4K | -89.1% |
| Royal Bank of Canada | 79,310 | -148,909 | $631.0K | -$627.0K | -65.2% |
| Nuveen, LLC | 308,680 | 0 | $2.5M | +$444.5K | 0.0% |
| MORGAN STANLEY | 224,563 | -117,492 | $1.8M | -$442.7K | -34.3% |
| Wellington Shields & Co., LLC | 292,489 | 0 | $2.3M | +$421.2K | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,267 | -60,281 | $623.0K | -$280.3K | -43.5% |
| Nikko Asset Management Americas, Inc. | 518,441 | -72,555 | $4.1M | +$273.5K | -12.3% |
| Sumitomo Mitsui Trust Holdings, Inc. | 518,441 | -72,555 | $4.1M | +$273.5K | -12.3% |
| NORTHERN TRUST CORP | 354,918 | -38,866 | $2.8M | +$257.7K | -9.9% |
| PERKINS CAPITAL MANAGEMENT INC | 239,000 | -13,500 | $1.9M | +$256.1K | -5.3% |
| XTX Topco Ltd | 39,412 | -43,297 | $313.7K | -$225.5K | -52.3% |
| Bruce & Co., Inc. | 233,000 | -20,000 | $1.9M | +$205.1K | -7.9% |
| STIFEL FINANCIAL CORP | 13,933 | -34,068 | $110.9K | -$202.1K | -71.0% |
| Williams Jones Wealth Management, LLC. | 134,072 | 0 | $1.1M | +$193.1K | 0.0% |
| LPL Financial LLC | 132,343 | -1,749 | $1.1M | +$179.2K | -1.3% |
| Bank of New York Mellon Corp | 122,951 | -2,361 | $978.7K | +$161.7K | -1.9% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 108,951 | 0 | $867.3K | +$156.9K | 0.0% |
| TWO SIGMA INVESTMENTS, LP | 32,476 | -24,282 | $258.5K | -$111.6K | -42.8% |
| Susquehanna Portfolio Strategies, LLC | 61,844 | 0 | $492.3K | +$89.1K | 0.0% |
| Invesco Ltd. | 39,875 | -338 | $317.4K | +$55.2K | -0.8% |
| Farther Finance Advisors, LLC | 2,489 | -7,580 | $19.8K | -$45.8K | -75.3% |
| MetLife Investment Management, LLC | 18,658 | -11,135 | $148.5K | -$45.7K | -37.4% |
| ALLIANCEBERNSTEIN L.P. | 28,700 | 0 | $228.5K | +$41.3K | 0.0% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 56,834 | -7,831 | $452.4K | +$30.8K | -12.1% |
| RHUMBLINE ADVISERS | 64,181 | -9,934 | $510.9K | +$27.6K | -13.4% |
| NEW YORK STATE COMMON RETIREMENT FUND | 15,800 | 0 | $125.8K | +$22.8K | 0.0% |
| Focus Partners Wealth | 13,527 | 0 | $107.7K | +$19.5K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 12,974 | 0 | $103.3K | +$18.7K | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 11,600 | 0 | $92.3K | +$16.7K | 0.0% |
| China Universal Asset Management Co., Ltd. | 14,471 | -1,073 | $115.2K | +$13.8K | -6.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15,745 | -1,705 | $125.3K | +$11.6K | -9.8% |
| Tower Research Capital LLC (TRC) | 777 | -1,821 | $6.2K | -$10.8K | -70.1% |
| BNP PARIBAS ARBITRAGE, SNC | 13,456 | -1,340 | $107.1K | +$10.6K | -9.1% |
| Berbice Capital Management LLC | 320 | 0 | $18.9K | -$6.9K | 0.0% |
| Legal & General Group Plc | 4,572 | 0 | $36.4K | +$6.6K | 0.0% |
| IFP Advisors, Inc | 0 | 0 | $6.2K | +$6.2K | — |
| Rockefeller Capital Management L.P. | 36 | -664 | $287 | -$4.3K | -94.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 3,087 | -45 | $24.6K | +$4.2K | -1.4% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,265 | 0 | $10.1K | +$1.8K | 0.0% |
| GF FUND MANAGEMENT CO. LTD. | 1,744 | -164 | $13.9K | +$1.4K | -8.6% |
| UMA Financial Services, Inc. | 437 | 0 | $3.5K | +$629 | 0.0% |
| SRS Capital Advisors, Inc. | 9 | -68 | $72 | -$430 | -88.3% |
| Sterling Capital Management LLC | 2,887 | -573 | $23.0K | +$422 | -16.6% |
| Ameritas Investment Partners, Inc. | 4,235 | -885 | $33.7K | +$329 | -17.3% |
| EverSource Wealth Advisors, LLC | 165 | 0 | $1.3K | +$237 | 0.0% |
| AMALGAMATED BANK | 1,575 | -138 | $13 | +$2 | -8.1% |
| Daiwa Securities Group Inc. | 200 | -200 | $2 | -$1 | -50.0% |
Sold Out(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0 | -1,210,754 | $0 | -$7.9M | — |
| JBF Capital, Inc. | 0 | -166,104 | $0 | -$1.1M | — |
| HSBC HOLDINGS PLC | 0 | -51,441 | $0 | -$320.0K | — |
| IEQ CAPITAL, LLC | 0 | -22,000 | $0 | -$143.4K | — |
| Squarepoint Ops LLC | 0 | -18,886 | $0 | -$123.1K | — |
| Atom Investors LP | 0 | -18,043 | $0 | -$117.6K | — |
| Parallel Advisors, LLC | 0 | -16,522 | $0 | -$107.7K | — |
| Brevan Howard Capital Management LP | 0 | -14,855 | $0 | -$96.9K | — |
| FourThought Financial Partners, LLC | 0 | -13,145 | $0 | -$85.7K | — |
| GROUP ONE TRADING, L.P. | 0 | -2,142 | $0 | -$14.0K | — |
| GPS Wealth Strategies Group, LLC | 0 | -1,000 | $0 | -$6.5K | — |
| Rise Advisors, LLC | 0 | -142 | $0 | -$926 | — |
| PRINCIPAL SECURITIES, INC. | 0 | -134 | $0 | -$874 | — |
| GSA CAPITAL PARTNERS LLP | 0 | -46,193 | $0 | -$301 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
New & Closed Positions this quarter
Closed Positions
14 managers exited
Top five by prior-quarter value
- MILLENNIUM MANAGEMENT LLC$7.9M
- JBF Capital, Inc.$1.1M
- HSBC HOLDINGS PLC$320.0K
- IEQ CAPITAL, LLC$143.4K
- Squarepoint Ops LLC$123.1K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for PSNL against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.