Mineralys Therapeutics, Inc. - Common Stock, par value $0.0001 per share (MLYS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2023 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.0001 per share
Symbol
MLYS on Nasdaq
Shares outstanding
79,235,030
Price per share
$34.28
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
88,358,333
Total reported value
$3,206,351,166
% of total 13F portfolios
0.02%
Share change
+7,500,620
Value change
+$269,835,502
Number of holders
221
Price from insider filings
$34.28
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Mineralys Therapeutics, Inc. - Common Stock, par value $0.0001 per share (MLYS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Catalys Pacific Fund, LP 10% -24% $267,051,367 -$32,576,328 8,002,738 -11% Catalys Pacific Fund, LP 31 Dec 2025
RA CAPITAL MANAGEMENT, L.P. 9.9% 0% $104,939,988 +$20,308,933 7,796,433 +24% RA Capital Management, L.P. 04 Sep 2025
Samsara BioCapital, L.P. 8.2% -10% $85,419,771 +$8,209,106 6,346,194 +11% Srinivas Akkaraju 04 Sep 2025
FMR LLC 6.3% $182,087,409 5,017,509 FMR LLC 31 Dec 2025
BlackRock, Inc. 5.2% $149,286,258 4,113,657 BlackRock, Inc. 31 Dec 2025
Andera Partners 4.2% $39,747,075 2,765,976 Andera Partners 30 Jun 2025
ADAMS STREET PARTNERS LLC 2.3% $15,320,183 1,129,807 Adams Street Partners, LLC 31 Dec 2024

As of 31 Dec 2025, 221 institutional investors reported holding 88,358,333 shares of Mineralys Therapeutics, Inc. - Common Stock, par value $0.0001 per share (MLYS). This represents 112% of the company’s total 79,235,030 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Mineralys Therapeutics, Inc. - Common Stock, par value $0.0001 per share (MLYS) together control 80% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Catalys Pacific, LLC 10% 7,903,838 -11% 92% $286,830,281
RA CAPITAL MANAGEMENT, L.P. 9.2% 7,323,750 0% 2.7% $265,778,888
SAMSARA BIOCAPITAL, LLC 7.4% 5,871,018 -6.3% 22% $213,059,243
FMR LLC 6.4% 5,057,509 +144% 0.01% $183,537,002
BlackRock, Inc. 5.5% 4,327,678 +18% 0% $157,051,434
VANGUARD GROUP INC 4.2% 3,352,880 +11% 0% $121,676,015
STATE STREET CORP 4% 3,184,999 +144% 0% $115,583,614
Caligan Partners LP 3.5% 2,772,654 0% 9.2% $100,619,614
FRANKLIN RESOURCES INC 2.3% 1,788,747 -1.2% 0.02% $64,913,629
Laurion Capital Management LP 2.2% 1,713,485 -0.4% 4.2% $62,182,371
Holocene Advisors, LP 2% 1,602,035 +33% 0.12% $58,137,850
ANDERA PARTNERS 2% 1,591,917 0% 33% $57,770,668
SR One Capital Management, LP 2% 1,563,966 -26% 8% $56,756,326
SUVRETTA CAPITAL MANAGEMENT, LLC 1.9% 1,538,662 -28% 1.4% $55,838,044
GOLDMAN SACHS GROUP INC 1.8% 1,450,933 +104% 0.01% $52,654,359
Polar Capital Holdings Plc 1.8% 1,401,141 +32% 0.23% $50,847,407
PRICE T ROWE ASSOCIATES INC /MD/ 1.7% 1,325,120 +6097% 0.01% $48,089,000
SAMLYN CAPITAL, LLC 1.6% 1,304,932 0.76% $47,355,982
JENNISON ASSOCIATES LLC 1.6% 1,258,653 +234% 0.03% $45,676,517
GEODE CAPITAL MANAGEMENT, LLC 1.6% 1,257,582 +12% 0% $45,644,788
JANUS HENDERSON GROUP PLC 1.5% 1,213,265 +6013% 0.02% $44,005,122
Point72 Asset Management, L.P. 1.5% 1,207,220 -33% 0.07% $43,810,014
Capital International Investors 1.5% 1,163,290 -51% 0.01% $42,215,794
D. E. Shaw & Co., Inc. 1.5% 1,150,670 +88% 0.03% $41,757,814
BOOTHBAY FUND MANAGEMENT, LLC 1.3% 992,082 +5.2% 0.96% $36,002,656

Institutional Holders of Mineralys Therapeutics, Inc. - Common Stock, par value $0.0001 per share (MLYS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 88,358,333 $3,206,351,166 +$269,835,502 $36.29 221
2025 Q3 79,306,949 $3,007,317,130 +$505,416,563 $37.92 191
2025 Q2 65,687,280 $888,767,559 +$52,640,107 $13.53 164
2025 Q1 61,178,854 $971,385,613 +$245,430,113 $15.88 148
2024 Q4 46,486,259 $572,248,542 +$24,847,746 $12.31 108
2024 Q3 44,382,325 $540,052,185 +$2,379,010 $12.11 105
2024 Q2 44,151,028 $516,569,023 +$24,151,320 $11.70 93
2024 Q1 41,871,642 $540,562,541 +$93,970,804 $12.91 91
2023 Q4 34,713,391 $298,534,855 -$5,432,193 $8.60 87
2023 Q3 26,512,068 $252,135,025 -$9,247,223 $9.51 77
2023 Q2 25,186,898 $429,224,695 +$10,759,767 $17.05 68
2023 Q1 24,614,198 $385,431,208 +$385,431,208 $15.66 66