Institutional Ownership Personalis, Inc. (PSNL)
This table provides information about the institutional ownership of Personalis, Inc. (PSNL). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 40.3 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
292,135
shares
|
$2.28 Million
0.29% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 13, 2025 Q3 2025 |
253,000
shares
|
$1.98 Million
0.63% of portfolio
|
Q4 2024
Reduced 15.67%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
252,500
shares
|
$1.97 Million
1.55% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Oracle Investment Management Inc
Greenwich, CT |
Nov 18, 2025 Q3 2025 |
229,435
shares
|
$1.79 Million
4.13% of portfolio
|
Q3 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
185,036
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2025
Added 99.3%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2025 Q3 2025 |
166,104
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
158,142
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
154,377
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 91.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
134,092
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
134,072
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 764.98%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
114,803
shares
|
$896,611
0.0% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
112,010
shares
|
$874,798
0.0% of portfolio
|
Q3 2025
Added 24.91%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
108,951
shares
|
$850,907
0.03% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
101,146
shares
|
$789,950
0.0% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
82,709
shares
|
$645,957
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
74,115
shares
|
$578,838
0.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
64,665
shares
|
$505,033
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
61,844
shares
|
$483,001
0.01% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
56,758
shares
|
$443,279
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
54,584
shares
|
$426,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
51,441
shares
|
$401,754
0.0% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
48,001
shares
|
$374,887
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
46,929
shares
|
$366,515
0.0% of portfolio
|
Q3 2025
Added 22.02%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
46,193
shares
|
$360,767
0.03% of portfolio
|
Q3 2025
Reduced 62.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
43,548
shares
|
$340,109
0.0% of portfolio
|
Q3 2025
Reduced 31.74%
|
|