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
$33.37
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
40,919,125
Total reported value
$1,484,882,377
% of total 13F portfolios
0.01%
Share change
+3,047,239
Value change
+$109,996,643
Number of holders
140
Price from insider filings
$33.37
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, 140 institutional investors reported holding 40,919,125 shares of Mineralys Therapeutics, Inc. - Common Stock, par value $0.0001 per share (MLYS). This represents 52% 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 46% 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
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
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
SR One Capital Management, LP 2% 1,563,966 -26% 8% $56,756,326
GOLDMAN SACHS GROUP INC 1.8% 1,450,933 +104% 0.01% $52,654,359
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
Capital International Investors 1.5% 1,163,290 -51% 0.01% $42,215,794
AMERICAN CENTURY COMPANIES INC 1.1% 908,093 +3.2% 0.02% $32,954,769
Pictet Asset Management Holding SA 1.1% 852,883 -8.2% 0.03% $30,951,124
Affinity Asset Advisors, LLC 0.92% 730,000 -2.7% 1.9% $26,491,700
Siren, L.L.C. 0.88% 699,999 0.76% $25,402,964
Candriam S.C.A. 0.86% 678,387 +19% 0.12% $24,619,712
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0.83% 659,076 2.1% $23,917,868
MORGAN STANLEY 0.81% 639,507 -54% 0% $23,207,742
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.58% 461,300 +13% 0% $16,740,577
TimesSquare Capital Management, LLC 0.48% 380,100 0.21% $13,793,829
22NW, LP 0.45% 358,325 0% 10% $13,003,614
RENAISSANCE TECHNOLOGIES LLC 0.41% 322,100 +580% 0.02% $11,689,009
LORD, ABBETT & CO. LLC 0.39% 312,396 0.03% $11,337,000
MARSHALL WACE, LLP 0.31% 249,130 0.01% $9,040,928
Squarepoint Ops LLC 0.31% 246,804 +474% 0.02% $8,956,517

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 40,919,125 $1,484,882,377 +$109,996,643 $36.29 140
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