HIMS & HERS HEALTH INC
543 institutions still hold HIMS & HERS HEALTH INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
Hims & Hers Health Inc. (HIMS, CUSIP 433000106) entered Q1 2026 with $4.0B of institutional 13F value across 424 institutional accounts — a holder profile appropriate for a direct-to-consumer (DTC) telehealth and wellness company whose primary revenue streams span (1) men's and women's health (hair loss, sexual wellness, dermatology), (2) weight management and metabolic health (GLP-1 and related programs), (3) mental health and primary care via telemedicine, and (4) skincare and personal care products distributed through its digital storefront. The defining Q1 signals: Morgan Stanley added $57M while JPMorgan Chase reduced $513M — a large net-negative rotation at the financial-services-and-healthcare-sleeve tier that reflects differing manager conviction levels on the DTC-telehealth monetization path and the competitive landscape in weight-management and men's-health categories. For smart-money trackers, HIMS is most informative at the consumer-health-and-telehealth adoption tier — the stock's institutional flows track whether managers are pricing in durable DTC-brand moat and GLP-1-era weight-management tailwinds versus treating it as a competitive digital-health marketplace vulnerable to Amazon/CVS/Walmart entry and pharma-pricing pressure. The 5 new positions alongside JPM's large cut indicate that the net holder story is mixed.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.