23andMe Holding Co. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
NEWVIEW CAPITAL PARTNERS I, LLC | 01/14/2025 | 972,785 | $3.16 M | -95.00% | 3.81% |
SHAY CAPITAL LLC | 02/14/2025 | 702,530 | $2.28 M | 100.00% | 2.67% |
SAPPHIRE VENTURES, L.L.C. | 02/06/2025 | 264,592 | $859,924 | 100.00% | 1.00% |
BLACKROCK, INC. | 02/07/2025 | 238,653 | $775,622 | 100.00% | 0.91% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 221,480 | $719,810 | 100.00% | 0.84% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 207,995 | $676,141 | 100.00% | 0.79% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 179,880 | $584,610 | 100.00% | 0.68% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 25,349 | $8,866 | -6.39% | 0.10% |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 02/13/2025 | 21,014 | $68,296 | 100.00% | 0.08% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 16,153 | $52,497 | 100.00% | 0.06% |
VIRTU FINANCIAL LLC | 02/11/2025 | 14,949 | $49,000 | 100.00% | 0.06% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/10/2025 | 12,348 | $4,292 | 0.00% | 0.05% |
MASSMUTUAL TRUST CO FSB/ADV | 01/16/2025 | 12,300 | $39,975 | 100.00% | 0.05% |
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 02/10/2025 | 12,161 | $39,523 | 100.00% | 0.05% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 01/29/2025 | 10,000 | $32,500 | 100.00% | 0.04% |
FNY INVESTMENT ADVISERS, LLC | 01/13/2025 | 8,000 | $26,000 | 100.00% | 0.03% |
01/23/2025 | 1,860 | $6,045 | 100.00% | 0.01% | |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 1,215 | $3,949 | 100.00% | 0.00% |
IFP ADVISORS, INC | 02/04/2025 | 800 | $3,880 | 0.00% | 0.00% |
TRUST CO OF VERMONT | 01/15/2025 | 574 | $1,866 | 100.00% | 0.00% |
02/06/2025 | 458 | $1,489 | 100.00% | 0.00% | |
NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 374 | $1,216 | 100.00% | 0.00% |
01/29/2025 | 250 | $813 | 100.00% | 0.00% | |
SANDY SPRING BANK | 02/11/2025 | 234 | $761 | 100.00% | 0.00% |
02/14/2025 | 210 | $683 | 100.00% | 0.00% | |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 210 | $682 | 100.00% | 0.00% |
EDMOND DE ROTHSCHILD HOLDING S.A. | 02/12/2025 | 175 | $569 | 100.00% | 0.00% |
ALLWORTH FINANCIAL LP | 01/30/2025 | 100 | $353 | 100.00% | 0.00% |
CARSONALLARIA WEALTH MANAGEMENT, LTD. | 01/27/2025 | 90 | $293 | 100.00% | 0.00% |
EVERSOURCE WEALTH ADVISORS, LLC | 02/10/2025 | 89 | $289 | -94.98% | 0.00% |
RONALD BLUE TRUST, INC. | 01/22/2025 | 71 | $25 | 100.00% | 0.00% |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 01/17/2025 | 63 | $204 | -94.96% | 0.00% |
EAGLE BAY ADVISORS LLC | 01/13/2025 | 29 | $94 | 100.00% | 0.00% |
CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 25 | $81 | -95.00% | 0.00% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 25 | $81 | -95.00% | 0.00% |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/14/2025 | 25 | $81 | 100.00% | 0.00% |
HARBOUR INVESTMENTS, INC. | 02/10/2025 | 24 | $78 | 100.00% | 0.00% |
LINDBROOK CAPITAL, LLC | 02/06/2025 | 15 | $49 | -95.00% | 0.00% |
CORNERSTONE PLANNING GROUP LLC | 01/29/2025 | 10 | $33 | 0.00% | 0.00% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 8 | $26 | 100.00% | 0.00% |
BEACON CAPITAL MANAGEMENT, LLC | 01/30/2025 | 5 | $16 | 100.00% | 0.00% |
01/31/2025 | 5 | $16 | 100.00% | 0.00% | |
CORECAP ADVISORS, LLC | 02/14/2025 | 2 | $6 | 100.00% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
BANK OF AMERICA CORP /DE/ | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
NORTHERN TRUST CORP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
STATE STREET CORP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
VANGUARD GROUP INC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
BARCLAYS PLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
23andMe Holding Co. institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of 23andMe Holding Co.. The most heavily invested institutionals were:
MASSMUTUAL TRUST CO FSB/ADV: 0
NewView Capital Partners I, LLC: 972,785
Shay Capital LLC: 702,530
SAPPHIRE VENTURES, L.L.C.: 264,592
BlackRock, Inc.: 238,653
MILLENNIUM MANAGEMENT LLC: 221,480
16.83% of 23andMe Holding Co. stock is owned by institutional investors.
Institutional investors have bought a total of 10.67 M shares in the last 24 months. This purchase volume represents approximately $6.51 M in transactions.