Institutional Ownership Personalis, Inc. (PSNL)
This table provides information about the institutional ownership of Personalis, Inc. (PSNL). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Diametric Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
18,444
shares
|
$118,594
0.1% of portfolio
|
Q1 2025
New holding
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
18,350
shares
|
$117,990
0.0% of portfolio
|
Q3 2024
Reduced 45.63%
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
17,704
shares
|
$113,836
0.01% of portfolio
|
Q1 2025
Added 18.18%
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,522
shares
|
$106,236
0.0% of portfolio
|
Q1 2022
Reduced 4.35%
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
16,316
shares
|
$104,911
0.02% of portfolio
|
Q1 2025
New holding
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
15,432
shares
|
$99,227
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
15,373
shares
|
$98,848
0.0% of portfolio
|
Q4 2020
Added 25.17%
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
13,869
shares
|
$89,177
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
10,600
shares
|
$68,158
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,443
shares
|
$67,148
0.0% of portfolio
|
Q4 2022
New holding
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
6,093
shares
|
$39,177
0.0% of portfolio
|
Q1 2025
Added 167.12%
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,870
shares
|
$31,314
0.0% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
3,709
shares
|
$23,848
0.0% of portfolio
|
Q2 2023
New holding
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
3,412
shares
|
$21,939
0.0% of portfolio
|
Q2 2025
Added 15.54%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,426
shares
|
$15,599
0.0% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
2,030
shares
|
$13,052
0.0% of portfolio
|
Q1 2025
Added 904.95%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,912
shares
|
$12,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
1,809
shares
|
$11,631
0.0% of portfolio
|
Q1 2025
Added 21.98%
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,287
shares
|
$8,275
0.0% of portfolio
|
Q1 2025
Reduced 97.33%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,200
shares
|
$7,716
0.0% of portfolio
|
Q1 2023
Added 41.67%
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$6,430
0.0% of portfolio
|
Q4 2024
Reduced 78.26%
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
590
shares
|
$3,793
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
550
shares
|
$3,536
0.0% of portfolio
|
Q2 2020
Reduced 26.32%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
522
shares
|
$3,356
0.0% of portfolio
|
Q4 2024
Added 114.81%
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
437
shares
|
$2,809
0.0% of portfolio
|
Q2 2025
New holding
|