Vsee Health, Inc. (VSEE) Institutional Ownership

Ownership Summary

Recent 13F filings as of September 2025 show that 12 institutional investors hold a position in Vsee Health, Inc. (NASDAQ:VSEE).

• Vsee Health saw its institutional ownership percentage rose to 5.5% in September 2025 from 1.4% in June 2025.
• The company experienced a 278.70% quarterly change in institutional shares held, alongside an increase of 100.00% in total owners annually.
• During the quarter, 7 institutions bought more Vsee Health shares, 3 sold shares, and 2 of the 12 total investors held their position steady.
• This class of investors increased its holdings in Vsee Health to 801.88K shares for the 13F-cycle ending September 2025, up by 590.13K shares quarter on quarter, and up 722.37K shares year over year.
• HB Wealth Management, LLC continues to be the largest institutional holder of Vsee Health as of September 30, 2025, with a position of 602.65K shares, representing 4.16% of the company's outstanding stock.
• Among the most significant buyers of Vsee Health during September 2025 were HB Wealth Management, LLC (602.65K), Rockefeller Capital Management L.P. (14.48K), VANGUARD GROUP INC (11.96K), TWO SIGMA SECURITIES, LLC (10.15K), GEODE CAPITAL MANAGEMENT, LLC (1.33K).
• Leading sellers of Vsee Health stock in September 2025 included UBS Group AG (51.05K), OSAIC HOLDINGS, INC. (495), SBI Securities Co., Ltd. (19).
• The top 10 institutional holders of Vsee Health for the quarter ending September 2025 included HB Wealth Management, LLC (602.65K), GEODE CAPITAL MANAGEMENT, LLC (79.44K), OSAIC HOLDINGS, INC. (44.67K), STATE STREET CORP (18.90K), Rockefeller Capital Management L.P. (14.48K), Wealthcare Advisory Partners LLC (14.10K), VANGUARD GROUP INC (11.96K), TWO SIGMA SECURITIES, LLC (10.15K), Tower Research Capital LLC (TRC) (3.98K), UBS Group AG (1.46K).