Institutional Ownership 23and Me Holding Co. (ME)
This table provides information about the institutional ownership of 23and Me Holding Co. (ME). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 82.5 Million shares, which have been reported (via 13F filing form) to have a value of $265 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
13,378
shares
|
$42,943
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,290
shares
|
$42,660
0.0% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
12,906
shares
|
$41,428
0.0% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,500
shares
|
$40,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,348
shares
|
$39,637
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
12,279
shares
|
$39,415
0.0% of portfolio
|
Q3 2024
Added 27.12%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
11,220
shares
|
$36,016
0.0% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
10,416
shares
|
$33,435
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$32,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$32,100
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
7,128
shares
|
$22,880
0.0% of portfolio
|
Q3 2024
Reduced 85.63%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,678
shares
|
$15,016
0.0% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$11,235
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$6,420
0.0% of portfolio
|
Q1 2023
Reduced 93.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,866
shares
|
$5,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,866
shares
|
$5,989
0.0% of portfolio
|
Q3 2024
Added 156.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,800
shares
|
$5,778
0.0% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$4,654
0.0% of portfolio
|
Q3 2024
Reduced 93.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,319
shares
|
$4,233
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,113
shares
|
$3,572
0.0% of portfolio
|
Q3 2024
Reduced 86.98%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$3,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
956
shares
|
$3,068
0.0% of portfolio
|
Q4 2023
Reduced 97.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
810
shares
|
$2,600
0.0% of portfolio
|
Q2 2024
Reduced 56.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
800
shares
|
$2,568
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
730
shares
|
$2,343
0.0% of portfolio
|
Q4 2021
Added 310.96%
|