Institutional Ownership Fate Therapeutics Inc (FATE)
This table provides information about the institutional ownership of Fate Therapeutics Inc (FATE). We have compiled data on the 155 institutions that hold shares in the stock, with a total of 81.5 Million shares, which have been reported (via 13F filing form) to have a value of $78.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,117
shares
|
$2,032
0.0% of portfolio
|
Q3 2025
Added 71.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,800
shares
|
$1,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,556
shares
|
$1,493
0.0% of portfolio
|
Q3 2025
Added 1730.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,480
shares
|
$1,420
0.0% of portfolio
|
Q2 2025
Reduced 62.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,337
shares
|
$1,283
0.0% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,331
shares
|
$1,277
0.0% of portfolio
|
Q3 2025
Added 34.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,286
shares
|
$1,234
0.0% of portfolio
|
Q3 2025
Added 100.31%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,094
shares
|
$1,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
918
shares
|
$881
0.0% of portfolio
|
Q3 2025
Added 22850.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
900
shares
|
$864
0.0% of portfolio
|
Q1 2025
Added 643.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
700
shares
|
$672
0.0% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
670
shares
|
$643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
633
shares
|
$607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
625
shares
|
$600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
498
shares
|
$478
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
445
shares
|
$427
0.0% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
300
shares
|
$288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
285
shares
|
$273
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
225
shares
|
$216
0.0% of portfolio
|
Q4 2021
Added 18.42%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
100
shares
|
$96
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
95
shares
|
$91
0.0% of portfolio
|
Q4 2021
Reduced 33.68%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
60
shares
|
$57
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
40
shares
|
$38
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
35
shares
|
$33
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
32
shares
|
$30
0.0% of portfolio
|
Q3 2025
New holding
|
|