PERSONALIS INC (PSNL)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
156
Reporting holders
$1.1B
Reported value
78.5%
Of shares outstanding
0.9%
Held as options
+19
Holder change
Institutions report 83,859,360 shares against 106,799,872 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Merck & Co., Inc. | $188.2M | 14,044,943 | 35.75% | 7q | HELD |
| ARK Investment Management LLC | $110.8M | 8,271,339 | 0.72% | 29q | +4.1%+$4.4M |
| BlackRock, Inc. | $94.9M | 7,082,491 | 0.00% | 8q | +31.4%+$22.7M |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | $81.8M | 6,101,850 | 3.40% | 7q | -25.2%-$27.6M |
| AMERIPRISE FINANCIAL INC | $81.6M | 6,086,315 | 0.02% | 10q | -59.9%-$121.9M |
| Deep Track Capital, LP | $53.6M | 4,000,000 | 0.78% | 2q | +33.3%+$13.4M |
| Aberdeen Group plc | $50.2M | 3,747,290 | 0.07% | 7q | +7.4%+$3.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $40.3M | 3,010,150 | 0.00% | 2q | +4.9%+$1.9M |
| Casdin Capital, LLC | $34.2M | 2,550,000 | 1.71% | 2q | +59.4%+$12.7M |
| KENNEDY CAPITAL MANAGEMENT LLC | $31.7M | 2,364,282 | 0.56% | 6q | +8.3%+$2.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $24.4M | 1,822,445 | 0.00% | 28q | +40.4%+$7.0M |
| BANK OF AMERICA CORP /DE/ | $24.4M | 1,820,541 | 0.00% | 29q | +1535.6%+$22.9M |
| AIGH Capital Management LLC | $23.0M | 1,715,000 | 1.45% | 8q | -40.9%-$15.9M |
| Blue Water Life Science Advisors, LP | $22.5M | 1,676,300 | 14.15% | 8q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $20.1M | 1,496,983 | 0.00% | 23q | +40.4%+$5.8M |
| STATE STREET CORP | $19.9M | 1,487,077 | 0.00% | 28q | +31.1%+$4.7M |
| MORGAN STANLEY | $17.0M | 1,270,946 | 0.00% | 29q | +435.6%+$13.9M |
| GOLDMAN SACHS GROUP INC | $15.7M | 931,031 | 0.00% | 27q | +26.3%+$3.3M |
| JANE STREET GROUP, LLC | $11.6M | 738,241 | 0.00% | 4q | HELD |
| Nuveen, LLC | $10.1M | 753,004 | 0.00% | 5q | +119.2%+$5.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.8M | 659,834 | 0.00% | 2q | +17.7%+$1.3M |
| NORTHERN TRUST CORP | $8.5M | 632,803 | 0.00% | 29q | +55.9%+$3.0M |
| Trexquant Investment LP | $8.0M | 600,216 | 0.05% | new | NEW |
| HOWLAND CAPITAL MANAGEMENT LLC | $7.4M | 555,641 | 0.27% | 16q | +1.6%+$114.2K |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $6.6M | 493,798 | 0.03% | 23q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $6.1M | 453,257 | 0.00% | 2q | +33.5%+$1.5M |
| MILLENNIUM MANAGEMENT LLC | $6.0M | 450,160 | 0.00% | 2q | +7.4%+$415.8K |
| Sumitomo Mitsui Trust Group, Inc. | $5.6M | 417,488 | 0.00% | 28q | -13.8%-$894.9K |
| Amova Asset Management Americas, Inc. | $5.6M | 417,488 | 0.07% | 28q | -13.8%-$894.2K |
| BNP PARIBAS FINANCIAL MARKETS | $4.9M | 364,764 | 0.00% | 28q | +2575.4%+$4.7M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $4.7M | 351,741 | 0.30% | 9q | +8.8%+$380.1K |
| Wellington Shields Capital Management, LLC | $4.6M | 339,733 | 0.58% | 29q | HELD |
| STEMPOINT CAPITAL LP | $4.1M | 247,783 | 0.71% | new | NEW |
| Wellington Shields & Co., LLC | $3.9M | 292,489 | 0.88% | 27q | HELD |
| Militia Capital Management LLC | $3.9M | 291,881 | 0.12% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 86,982 | 0.00% | 11q | -41.8%-$2.7M |
| GILDER GAGNON HOWE & CO LLC | $3.7M | 278,490 | 0.04% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $3.7M | 274,321 | 0.01% | 2q | +30.7%+$864.2K |
| CITADEL ADVISORS LLC | $3.5M | 144,998 | 0.00% | 29q | HELD |
| PERKINS CAPITAL MANAGEMENT INC | $3.2M | 239,000 | 2.41% | 9q | HELD |
| Bruce & Co., Inc. | $3.1M | 233,000 | 0.84% | 15q | HELD |
| FIRST MANHATTAN CO. LLC. | $3.1M | 230,600 | 0.01% | 3q | HELD |
| UDINE WEALTH MANAGEMENT, INC. | $2.9M | 50,030 | 1.19% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.8M | 209,320 | 0.00% | 15q | +44.7%+$866.9K |
| Sixth Street Partners Management Company, L.P. | $2.8M | 209,320 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $2.5M | 189,065 | 0.00% | 5q | +51.7%+$863.3K |
| FRED ALGER MANAGEMENT, LLC | $2.2M | 165,579 | 0.01% | new | NEW |
| UBS Group AG | $2.2M | 164,761 | 0.00% | 28q | -57.0%-$2.9M |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $2.1M | 157,500 | 1.62% | 3q | -33.0%-$1.0M |
| Swiss National Bank | $1.8M | 136,500 | 0.00% | 2q | +29.5%+$416.7K |
| Williams Jones Wealth Management, LLC. | $1.8M | 134,072 | 0.02% | 8q | HELD |
| LPL Financial LLC | $1.8M | 132,602 | 0.00% | 18q | HELD |
| Jump Financial, LLC | $1.7M | 130,294 | 0.01% | new | NEW |
| Russell Investments Group, Ltd. | $1.7M | 126,670 | 0.00% | 18q | +24.3%+$331.4K |
| Susquehanna Portfolio Strategies, LLC | $1.6M | 121,299 | 0.03% | 6q | +97.9%+$804.1K |
| Engineers Gate Manager LP | $1.6M | 115,842 | 0.02% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.4M | 105,225 | 0.00% | 5q | +78.4%+$619.8K |
| AMERICAN CENTURY COMPANIES INC | $1.3M | 100,094 | 0.00% | 8q | -12.7%-$195.5K |
| Brevan Howard Capital Management LP | $1.3M | 99,542 | 0.01% | new | NEW |
| Kercheville Advisors, LLC | $1.3M | 93,800 | 0.38% | new | NEW |
| CITIGROUP INC | $1.2M | 92,708 | 0.00% | 8q | +1165.8%+$1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 87,068 | 0.00% | 3q | +7822.5%+$1.2M |
| RHUMBLINE ADVISERS | $1.2M | 86,321 | 0.00% | 13q | +36.8%+$311.0K |
| Tidal Investments LLC | $1.1M | 85,504 | 0.00% | new | NEW |
| Invesco Ltd. | $1.1M | 83,368 | 0.00% | 7q | +32.9%+$276.3K |
| AlphaCentric Advisors LLC | $1.1M | 78,924 | 0.90% | 3q | +23.3%+$199.6K |
| Green Alpha Advisors, LLC | $904.1K | 67,467 | 0.61% | 21q | +1.6%+$14.2K |
| WELLS FARGO & COMPANY/MN | $894.8K | 66,775 | 0.00% | 8q | +15.2%+$118.3K |
| DEUTSCHE BANK AG\ | $886.9K | 66,188 | 0.00% | 5q | +89.7%+$419.3K |
| ROYAL BANK OF CANADA | $857.0K | 63,947 | 0.00% | 27q | -18.8%-$198.3K |
| XTX Topco Ltd | $792.5K | 59,143 | 0.01% | 4q | +268.8%+$577.6K |
| TWO SIGMA INVESTMENTS, LP | $767.3K | 57,258 | 0.00% | 8q | -36.9%-$448.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $756.1K | 56,427 | 0.00% | 2q | +58.9%+$280.2K |
| BARCLAYS PLC | $716.1K | 53,437 | 0.00% | 28q | +3.6%+$24.9K |
| SEI INVESTMENTS CO | $697.2K | 52,033 | 0.00% | 3q | -62.6%-$1.2M |
| Cerity Partners LLC | $660.1K | 49,264 | 0.00% | 2q | +44.5%+$203.2K |
| ExodusPoint Capital Management, LP | $660.0K | 49,256 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $656.5K | 48,989 | 0.00% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $630.1K | 47,022 | 0.00% | 23q | +51.1%+$213.0K |
| JPMORGAN CHASE & CO | $585.3K | 42,569 | 0.00% | 29q | -92.6%-$7.3M |
| Qube Research & Technologies Ltd | $547.3K | 40,842 | 0.00% | new | NEW |
| Atom Investors LP | $546.2K | 40,763 | 0.05% | new | NEW |
| SIMPLEX TRADING, LLC | $536.0K | options only | 0.00% | 7q | OPTIONS |
| MetLife Investment Management, LLC | $532.9K | 39,769 | 0.00% | 5q | +42.0%+$157.7K |
| Pathstone Holdings, LLC | $519.8K | 39,015 | 0.00% | 3q | +1.5%+$7.5K |
| Dynamic Technology Lab Private Ltd | $514.0K | 38,394 | 0.11% | new | NEW |
| AlpInvest Partners B.V. | $505.2K | 37,703 | 0.84% | new | NEW |
| WINTON GROUP Ltd | $496.0K | 37,013 | 0.02% | new | NEW |
| Legal & General Group Plc | $488.0K | 36,419 | 0.00% | 5q | +31.5%+$116.9K |
| ALLIANCEBERNSTEIN L.P. | $469.5K | 73,700 | 0.00% | 5q | +156.8%+$286.6K |
| Entropy Technologies, LP | $407.6K | 30,420 | 0.02% | new | NEW |
| Jupiter Topco LLC | $404.5K | 30,200 | 0.00% | new | FIRST |
| Jasper Ridge Partners, L.P. | $386.3K | 28,830 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $375.4K | 28,015 | 0.00% | 2q | -19.9%-$93.3K |
| IEQ CAPITAL, LLC | $366.2K | 27,327 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $358.2K | 26,730 | 0.00% | new | NEW |
| Voleon Capital Management LP | $355.1K | 26,502 | 0.01% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $342.9K | 25,591 | 0.00% | 2q | +8.7%+$27.6K |
| Squarepoint Ops LLC | $319.0K | 23,808 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $318.9K | 23,800 | 0.00% | 5q | +50.6%+$107.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Deep Track Capital, LPwith 2 co-filers | 3.8% |
| 2026-08-14 | 13G/A | Ameriprise Financial, Inc. | 5.8% |
| 2026-07-29 | 13G | BlackRock, Inc. | 5.9% |
| 2026-07-21 | 13D/A | Eric Lefkofsky INDIVIDUALwith 1 co-filers | 12.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 156 | $1.1B | 83,859,360 | 43 | 63 | 31 | 0.9% |
| Q1 2026 | 137 | $546.5M | 85,414,847 | 29 | 43 | 32 | 0.2% |
| Q4 2025 | 119 | $547.9M | 68,605,882 | 25 | 31 | 36 | 0.3% |
| Q3 2025 | 103 | $403.2M | 61,663,211 | 17 | 28 | 33 | 0.3% |
| Q2 2025 | 100 | $385.8M | 58,663,381 | 31 | 32 | 22 | 0.3% |
| Q1 2025 | 99 | $190.4M | 54,076,660 | 16 | 40 | 25 | 0.3% |
| Q4 2024 | 103 | $295.3M | 51,014,671 | 25 | 24 | 32 | 0.2% |
| Q3 2024 | 81 | $154.3M | 28,607,336 | 24 | 16 | 26 | 0.4% |
| Q2 2024 | 64 | $23.6M | 20,104,635 | 6 | 8 | 30 | 0.1% |
| Q1 2024 | 64 | $29.5M | 19,821,481 | 7 | 21 | 22 | 0.0% |
| Q4 2023 | 62 | $42.5M | 20,260,507 | 10 | 16 | 16 | 0.0% |
| Q3 2023 | 57 | $28.6M | 23,625,445 | 5 | 9 | 22 | 0.0% |
| Q2 2023 | 60 | $47.0M | 25,012,260 | 5 | 17 | 21 | 0.0% |
| Q1 2023 | 56 | $71.6M | 25,891,686 | 5 | 25 | 14 | 0.3% |
| Q4 2022 | 70 | $42.3M | 21,390,578 | 15 | 22 | 19 | 0.1% |
| Q3 2022 | 79 | $84.2M | 28,386,724 | 3 | 26 | 35 | 0.2% |
| Q2 2022 | 98 | $105.6M | 29,875,269 | 21 | 34 | 30 | 0.0% |
| Q1 2022 | 123 | $266.8M | 32,591,891 | 24 | 36 | 41 | 0.2% |
| Q4 2021 | 108 | $459.8M | 32,267,049 | 9 | 42 | 32 | 0.4% |
| Q3 2021 | 122 | $608.7M | 31,406,977 | 8 | 45 | 34 | 0.7% |
| Q2 2021 | 140 | $820.6M | 31,940,683 | 27 | 53 | 35 | 1.5% |
| Q1 2021 | 133 | $767.1M | 30,935,153 | 25 | 57 | 29 | 0.5% |
| Q4 2020 | 130 | $983.7M | 26,670,828 | 48 | 41 | 30 | 0.6% |
| Q3 2020 | 93 | $557.0M | 25,485,539 | 24 | 36 | 20 | 0.4% |
| Q2 2020 | 84 | $252.4M | 19,643,839 | 22 | 27 | 20 | 0.0% |
| Q1 2020 | 70 | $166.2M | 20,535,442 | 11 | 36 | 8 | 0.1% |
| Q4 2019 | 79 | $191.2M | 17,526,643 | 27 | 33 | 9 | 0.1% |
| Q3 2019 | 69 | $231.3M | 15,761,974 | 29 | 23 | 11 | 0.0% |
| Q2 2019 | 68 | $403.2M | 14,833,716 | 68 | 0 | 0 | 0.0% |