DaveManuel.com · Institutional Ownership · Who Owns It
PERSONALIS INC (PSNL)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
161
Reporting holders
$1.2B
Reported value
79.6%
Of shares outstanding
0.7%
Calls
0.2%
Puts
+16
Holder change
Institutions report 84,965,438 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.
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
| 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 | -19.8%-$20.2M |
| 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 incl. $3.2M options CALL | 931,031 | 0.00% | 27q | +26.3%+$3.3M |
| HRT FINANCIAL LP | $12.5M | 930,816 | 0.02% | 3q | +345.6%+$9.7M |
| JANE STREET GROUP, LLC | $11.6M incl. $1.7M options CALL+PUT | 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 incl. $810.8K options CALL | 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 incl. $2.6M options CALL+PUT | 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 incl. $1.6M options CALL+PUT | 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 |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.1M | 158,838 | 0.00% | 19q | -90.4%-$20.0M |
| 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 |
| Janney Montgomery Scott LLC | $1.4M | 105,001 | 0.00% | 4q | +40.0%+$402.0K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.0M | 75,266 | 0.00% | 5q | +2673.2%+$972.2K |
| 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 | +130.5%+$506.5K |
| 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 |
| GSA CAPITAL PARTNERS LLP | $579.0K | 43,244 | 0.04% | 2q | -47.4%-$521.3K |
| 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 CALL+PUT | 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 |
| 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 |
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 |
|---|---|---|---|
| 2026-10-28 | 13G/A | Bradley A. Keywell INDIVIDUALwith 3 co-filers | 3.5% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-10-20 | Going private, amended | itself | -? | filing |
| 2026-10-02 | Going private, amended | itself | -? | filing |
| 2026-08-31 | Going private | itself | $16.25 | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | Chen Richard | President and CMO | Sold | 100,000 | $1.5M |
| 2026-07-09 | Hall Christopher M | Chief Executive Officer | Sold | 100,000 | $1.5M |
| 2026-06-26 | Hall Christopher M | Chief Executive Officer | Sold | 100,000 | $1.3M |
| 2026-05-29 | Hall Christopher M | Chief Executive Officer | Sold | 80,091 | $882.6K |
| 2026-06-26 | Tachibana Aaron | CFO AND COO | Sold | 51,251 | $675.5K |
| 2026-06-04 | Tachibana Aaron | CFO AND COO | Sold | 40,000 | $480.4K |
| 2026-05-29 | Tachibana Aaron | CFO AND COO | Sold | 38,799 | $449.3K |
| 2026-05-28 | Hall Christopher M | Chief Executive Officer | Sold | 19,909 | $219.4K |
| 2026-09-18 | Hall Christopher M | Chief Executive Officer | Sold | 7,459 | $121.0K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 26 | $22.5M | 1,383,394 | 11 | 9 | 3 | 0.0% |
| Q2 2026 | 161 | $1.2B | 84,965,438 | 40 | 67 | 34 | 0.9% |
| Q1 2026 | 145 | $541.4M | 84,614,936 | 31 | 46 | 34 | 0.2% |
| Q4 2025 | 127 | $662.0M | 82,947,219 | 27 | 34 | 38 | 0.3% |
| Q3 2025 | 110 | $423.4M | 64,727,515 | 19 | 29 | 34 | 0.3% |
| Q2 2025 | 108 | $399.1M | 60,606,736 | 33 | 34 | 24 | 0.4% |
| Q1 2025 | 106 | $193.3M | 54,828,715 | 19 | 42 | 27 | 0.4% |
| Q4 2024 | 108 | $299.3M | 51,611,854 | 27 | 24 | 34 | 0.3% |
| Q3 2024 | 84 | $158.3M | 29,298,588 | 24 | 16 | 28 | 0.4% |
| Q2 2024 | 69 | $25.7M | 21,956,774 | 7 | 10 | 30 | 0.1% |
| Q1 2024 | 71 | $33.5M | 22,511,034 | 8 | 27 | 22 | 0.0% |
| Q4 2023 | 69 | $46.4M | 22,098,495 | 12 | 19 | 17 | 0.0% |
| Q3 2023 | 63 | $30.0M | 24,787,157 | 6 | 11 | 24 | 0.0% |
| Q2 2023 | 65 | $49.0M | 26,077,894 | 7 | 18 | 22 | 0.0% |
| Q1 2023 | 62 | $75.2M | 27,206,707 | 5 | 26 | 19 | 0.3% |
| Q4 2022 | 80 | $55.1M | 27,819,847 | 15 | 26 | 25 | 0.1% |
| Q3 2022 | 77 | $84.6M | 28,535,557 | 3 | 25 | 34 | 0.2% |
| Q2 2022 | 95 | $102.4M | 28,945,868 | 20 | 33 | 29 | 0.0% |
| Q1 2022 | 117 | $278.8M | 34,068,853 | 24 | 34 | 39 | 0.2% |
| Q4 2021 | 103 | $587.4M | 41,207,106 | 9 | 40 | 31 | 0.3% |
| Q3 2021 | 117 | $872.4M | 45,114,980 | 8 | 44 | 33 | 0.5% |
| Q2 2021 | 135 | $1.1B | 41,523,378 | 27 | 49 | 35 | 1.2% |
| Q1 2021 | 127 | $913.8M | 36,895,847 | 24 | 55 | 28 | 0.4% |
| Q4 2020 | 127 | $1.3B | 36,033,028 | 47 | 41 | 29 | 0.5% |
| Q3 2020 | 91 | $726.7M | 33,314,528 | 24 | 35 | 20 | 0.3% |
| Q2 2020 | 82 | $365.8M | 28,420,686 | 21 | 27 | 19 | 0.0% |
| Q1 2020 | 69 | $175.0M | 21,632,827 | 11 | 35 | 8 | 0.1% |
| Q4 2019 | 78 | $202.1M | 18,528,604 | 27 | 33 | 8 | 0.1% |
| Q3 2019 | 67 | $244.2M | 16,640,345 | 28 | 23 | 10 | 0.0% |
| Q2 2019 | 67 | $405.2M | 14,906,893 | 67 | 0 | 0 | 0.0% |