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Pulmonx Corp (LUNG)

CUSIP: 745848101 | NYSE | Healthcare · Medical Devices | Micro Cap | 388 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APrimecap Management Co4,408,43110.3%New 5%+ stakeSep 30, 20264,612,331 sh (Jun 30, 2026)
13G/AMorgan Stanley
with Morgan Stanley Capital Services LLC
2,920,2416.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/APrimecap Management Co4,408,431
10.3% of class · Sep 30, 2026New 5%+ stake
4,612,331 sh (Jun 30, 2026)
13G/AMorgan Stanley2,920,241
6.9% of class · Jun 30, 2026New 5%+ stake
with Morgan Stanley Capital Services LLC
No 13F filer matched

Institutional Holders — Q3 2026

Jefferies Financial Group Inc.285,110
0.0% of portfolio›$544.6K
CFM Wealth Partners LLC264,039
0.1% of portfolio›$504.3K
Redhawk Wealth Advisors, Inc.124,908
0.0% of portfolio›$238.6K
Dimensional Fund Advisors LP122,923
0.0% of portfolio›$235.1K
MacKenzie Financial Corp118,472
0.0% of portfolio›$226.3K
Brighton Jones LLC48,645
0.0% of portfolio›$92.9K
Perkins Capital Management Inc45,000
0.1% of portfolio›$86.0K
Creative Planning19,929
0.0% of portfolio›$38.1K
Imc-Chicago, LLC11,684
0.0% of portfolio›$22.3K
Gamma Investing LLC1,871
0.0% of portfolio›$3.6K
EverSource Wealth Advisors, LLC865
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.855
0.0% of portfolio›$1.6K
Parallel Advisors, LLC336
0.0% of portfolio›$642
Essential Partners LLC204
0.0% of portfolio›$390
True Wealth Design, LLC173
0.0% of portfolio›$331
Farther Finance Advisors, LLC160
0.0% of portfolio›$306
Caitong International Asset Management Co., Ltd51
0.0% of portfolio›$97
Provenance Wealth Advisors, LLC33
0.0% of portfolio›$63
SBI Securities Co., Ltd.16
0.0% of portfolio›$31
IFP Advisors, Inc12
0.0% of portfolio›$23
Fifth Third Bancorp12
0.0% of portfolio›$23
SJS Investment Consulting Inc.9
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Jefferies Financial Group Inc.
285,110$544.6K0.0%CoreVery HighNew York, NY2026-11-05
CFM Wealth Partners LLC
264,039$504.3K0.1%GrowthLowAustin, TX2026-11-05
Redhawk Wealth Advisors, Inc.
124,908$238.6K0.0%ETFHighMinneapolis, MN2026-10-14
Dimensional Fund Advisors LP
122,923$235.1K0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
118,472$226.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Brighton Jones LLC
48,645$92.9K0.0%CoreVery LowSeattle, WA2026-11-03
Perkins Capital Management Inc
45,000$86.0K0.1%GrowthLowWayzata, MN2026-11-02
Creative Planning
19,929$38.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Imc-Chicago, LLC
11,684$22.3K0.0%GARPVery HighChicago, IL2026-11-05
Gamma Investing LLC
1,871$3.6K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
865$1.7K0.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
855$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Parallel Advisors, LLC
336$6420.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
204$3900.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
173$3310.0%ETFMediumAkron, OH2026-10-13
Farther Finance Advisors, LLC
160$3060.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
51$970.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
33$630.0%ETFLowFort Lauderdale, FL2026-10-30
SBI Securities Co., Ltd.
16$310.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
12$230.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
12$230.0%IndexVery LowCincinnati, OH2026-11-05
SJS Investment Consulting Inc.
9$180.0%ETFVery LowSylvania, OH2026-10-26