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DaveManuel.com · Institutional Ownership · Who Owns It

PICARD MEDICAL INC (PMI)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

40
Reporting holders
$1.2M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
VANGUARD CAPITAL MANAGEMENT LLC$413.0K2,518,4000.00%newNEW
AQR CAPITAL MANAGEMENT LLC$350.7K2,144,9860.00%2q+3781.5%+$341.7K
JANE STREET GROUP, LLC$225.2K1,377,2160.00%newNEW
IEQ CAPITAL, LLC$47.5K290,5750.00%newNEW
RENAISSANCE TECHNOLOGIES LLC$28.2K172,3810.00%newNEW
FMR LLC$24.7K151,0100.00%3q+2052.4%+$23.5K
UBS Group AG$20.5K125,2000.00%4q+4494.5%+$20.1K
Cerity Partners LLC$18.9K115,5280.00%newNEW
Mariner, LLC$12.4K75,9970.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.7K75,8330.00%newNEW
Hudson Bay Capital Management LP$11.1K67,9350.00%2q+540.1%+$9.4K
Ground Swell Capital, LLC$10.8K66,3340.01%2q+347.6%+$8.4K
Pallas Capital Advisors LLC$9.0K54,7510.00%newNEW
Wealth Management Partners, LLC$8.2K50,1160.00%3q+78.2%+$3.6K
MERCER GLOBAL ADVISORS INC /ADV$7.0K42,7380.00%newNEW
CAPTRUST FINANCIAL ADVISORS$6.3K38,5960.00%newNEW
Perigon Wealth Management, LLC$6.1K37,2070.00%newNEW
Creative Planning$4.4K26,8320.00%newNEW
JMN Financial LLC$3.9K23,8880.00%newNEW
BRIGHTON JONES LLC$3.7K22,7070.00%newNEW
Merit Financial Group, LLC$3.5K21,3890.00%newNEW
Arax Advisory Partners$3.1K18,8450.00%2q+235462.5%+$3.1K
HB Wealth Management, LLC$3.0K18,1130.00%newNEW
XTX Topco Ltd$2.7K16,2950.00%newNEW
Tower Research Capital LLC (TRC)$1.9K11,8960.00%3q+308.9%+$1.5K
Parcion Private Wealth LLC$1.9K11,4610.00%newNEW
EverSource Wealth Advisors, LLC$8825,3940.00%2q+2075.0%
Fortitude Family Office, LLC$7614,6520.00%newNEW
True Wealth Design, LLC$6253,8220.00%2q+13550.0%
BNP PARIBAS FINANCIAL MARKETS$3642,2240.00%3q-5.2%
MORGAN STANLEY$2711,6530.00%4q-74.1%
PNC Financial Services Group, Inc.$2321,4170.00%newNEW
WELLS FARGO & COMPANY/MN$2291,4000.00%3q-42.6%
BARCLAYS PLC$2081,2710.00%4q-39.2%
Essential Partners LLC$1619820.00%2q+381.4%
SJS Investment Consulting Inc.$1509170.00%2q+30466.7%
Farther Finance Advisors, LLC$1358250.00%2q+6775.0%
IFP Advisors, Inc$623770.00%2q+1296.3%
ROTHSCHILD INVESTMENT LLC$6390.00%2q+160.0%
ROYAL BANK OF CANADA$0350.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-232026-10-20Material agreement enteredfiling
2026-10-132026-10-07Charter or bylaws amendedfiling

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20263$7024042020.0%
Q2 202640$1.2M7,601,237211540.0%
Q1 202641$411.6K395,723181070.0%
Q4 202529$747.6K427,21225400.0%
Q3 20258$4.6M536,2058000.0%