Vsee Health Inc.

13F holders, Q1 2025 (March 31)
11holders +1
3new positions
2sold out
1famous investor
$1.20avg. 13F price*

At the end of Q1 2025, 11 institutions reported holding Vsee Health Inc. in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were HB Wealth Management, LLC ($723K), UBS Group AG ($108K) and Geode Capital Management, LLC ($92K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vsee Health Inc.
CUSIP
92919Y102
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q3 2024: 5Q3 2024Q4 2024: 10Q4 2024Q1 2025: 11Q1 2025Q2 2025: 11Q2 2025Q3 2025: 13Q3 2025Q4 2025: 16Q4 2025Q1 2026: 13Q1 2026Q2 2026: 20Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$776K
Exits2$44K

All 13F filers, Q4 2024 → Q1 2025: 688,426 shares bought and 40,960 shares sold, net +647,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

HB Wealth Management, LLC 0.01% New 602,652 $723K
UBS Group AG 0.00% Add +51.4% 90,150 $108K
Geode Capital Management, LLC 0.00% Add +13.2% 76,446 $92K
XTX Topco Ltd 0.00% New 28,631 $34K
State Street Corp. 0.00% No change 18,900 $23K
Citadel Advisors 0.00% Reduce -34.5% 15,655 $19K
Osaic Holdings, Inc. 0.00% New 15,185 $18K
Tower Research Capital LLC (TRC) 0.00% Add +138.6% 4,195 $5K
Morgan Stanley 0.00% No change 4,000 $5K
Bank of America Corp. 0.00% Add +2.0% 50 $60
SBI Securities Co., Ltd. 0.00% Reduce -77.4% 21 $25

"% of holder's portfolio" is VSEE HEALTH INC's weight in each manager's 13F, not the share of Vsee Health Inc. the manager owns.