Picard Medical Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.52 M | $413.02 K | 100.00% | 2.71% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.14 M | $350.71 K | 3,781.48% | 2.31% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.38 M | $225.18 K | 100.00% | 1.48% |
| IEQ CAPITAL, LLC | 08/11/2026 | 290.58 K | $47.51 K | 100.00% | 0.31% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 172.38 K | $28.18 K | 100.00% | 0.19% |
| FMR LLC | 08/13/2026 | 151.01 K | $24.69 K | 2,052.37% | 0.16% |
| UBS GROUP AG | 08/13/2026 | 125.20 K | $20.53 K | 4,494.50% | 0.13% |
| CERITY PARTNERS LLC | 08/14/2026 | 115.53 K | $18.89 K | 100.00% | 0.12% |
| MARINER, LLC | 08/13/2026 | 76.00 K | $12.43 K | 100.00% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 75.83 K | $11.68 K | 100.00% | 0.08% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2026 | 67.94 K | $11.11 K | 540.05% | 0.07% |
| GROUND SWELL CAPITAL, LLC | 08/05/2026 | 66.33 K | $10.85 K | 347.57% | 0.07% |
| PALLAS CAPITAL ADVISORS LLC | 08/07/2026 | 54.75 K | $8.95 K | 100.00% | 0.06% |
| WEALTH MANAGEMENT PARTNERS, LLC | 07/22/2026 | 50.12 K | $8.19 K | 78.25% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 42.74 K | $6.99 K | 100.00% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 38.60 K | $6.31 K | 100.00% | 0.04% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 37.21 K | $6.08 K | 100.00% | 0.04% |
| CREATIVE PLANNING | 08/13/2026 | 26.83 K | $4.39 K | 100.00% | 0.03% |
| JMN FINANCIAL LLC | 08/10/2026 | 23.89 K | $3.91 K | 100.00% | 0.03% |
| BRIGHTON JONES LLC | 08/11/2026 | 22.71 K | $3.71 K | 100.00% | 0.02% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 21.39 K | $3.50 K | 100.00% | 0.02% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 18.85 K | $3.08 K | 235,462.50% | 0.02% |
| HB WEALTH MANAGEMENT, LLC | 07/29/2026 | 18.11 K | $2.96 K | 100.00% | 0.02% |
| XTX TOPCO LTD | 08/14/2026 | 16.30 K | $2.66 K | 100.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 11.90 K | $1.95 K | 308.94% | 0.01% |
| PARCION PRIVATE WEALTH LLC | 07/27/2026 | 11.46 K | $1.87 K | 100.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 5.39 K | $882 | 2,075.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 5.01 K | $820 | 100.00% | 0.01% |
| FORTITUDE FAMILY OFFICE, LLC | 07/20/2026 | 4.65 K | $761 | 100.00% | 0.01% |
| TRUE WEALTH DESIGN, LLC | 07/16/2026 | 3.82 K | $625 | 13,550.00% | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 2.22 K | $364 | -5.20% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 1.65 K | $271 | -74.07% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 1.42 K | $232 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.40 K | $229 | -42.62% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 1.27 K | $208 | -39.22% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 982 | $161 | 381.37% | 0.00% |
| SJS INVESTMENT CONSULTING INC. | 07/22/2026 | 917 | $150 | 30,466.67% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 825 | $135 | 6,775.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 377 | $62 | 1,296.30% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 39 | $6 | 160.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 09/22/2026 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| RHUMBLINE ADVISERS | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Picard Medical Inc. institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Picard Medical Inc.. The most heavily invested institutionals were:
EverSource Wealth Advisors, LLC: 109
Parcion Private Wealth LLC: 0
Wealth Management Partners, LLC: 0
HB Wealth Management, LLC: 0
True Wealth Design, LLC: 0
Perigon Wealth Management, LLC: 0
8.20% of Picard Medical Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.90 M shares in the last 24 months. This purchase volume represents approximately $13.69 M in transactions.