Stock ownership · SEC 13F · Q3 2025

PROCEPT BIOROBOTICS CORP

Institutional ownership of PROCEPT BIOROBOTICS CORP (CUSIP 74276L105) - who holds it, how concentrated it is, and what moved last quarter.

$14.7M
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $14.7M of PROCEPT BIOROBOTICS CORP positions as of Q3 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$14.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 74276L105 · Q3 2025 $15M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $14.7M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - PROCEPT BIOROBOTICS CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of PROCEPT BIOROBOTICS CORP
  1. 1
    JPMORGAN CHASE & CO $14.7M
  2. 2
    CIBC Private Wealth Group LLC $9K
  3. 3
    Bell Investment Advisors, Inc $1K

Top 3 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a PROCEPT BIOROBOTICS CORP position has risen from 2 to 3 over the last 4 quarters of 13F filings.

1.522.533.544.5 Q3'24Q1'25Q2'25Q3'25 3
Distinct 13F filers holding PROCEPT BIOROBOTICS CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 410,597 $14.7M 99.9%
2 CIBC Private Wealth Group LLC 239 $9K 0.1%
3 Bell Investment Advisors, Inc 35 $1K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PROCEPT BIOROBOTICS CORP's reported holders for Q3 2025, by reported value:

Shared-defined discretion (DFND)
99.9%
Sole discretion (SOLE)
0.1%

Latest Quarter Activity · Q3 2025

New positions (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $14.7M
CIBC Private Wealth Group LLC $9K
Bell Investment Advisors, Inc $1K

Complete exits (4)

Squarepoint Ops LLC exited
China Universal Asset Management Co., Ltd. exited
Orion Porfolio Solutions, LLC exited
Neuberger Berman Group LLC exited

Frequently Asked Questions

How many institutions hold PROCEPT BIOROBOTICS CORP?▼
PROCEPT BIOROBOTICS CORP is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of PROCEPT BIOROBOTICS CORP?▼
Institutions report $14.7M of PROCEPT BIOROBOTICS CORP as of Q3 2025.
How concentrated is ownership of PROCEPT BIOROBOTICS CORP?▼
The top five institutional holders account for 100% of the reported institutional value in PROCEPT BIOROBOTICS CORP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of PROCEPT BIOROBOTICS CORP?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of PROCEPT BIOROBOTICS CORP with $14.7M across 410,597 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.