Telomir Pharmaceuticals Form 13G Filing Analysis

Based on my research, here’s a comprehensive analysis of Telomir Pharmaceuticals’ Form 13G filing and its implications for retail investors:

---

The Schedule 13G filing submitted on February 13, 2025 (for the reporting date of December 31, 2025) reveals the following [1]:

Parameter	Details
Investor	John Paul DeJoria, as Trustee of the John Paul DeJoria Family Trust
Shares Beneficially Owned	3,245,000 shares
Ownership Percentage	9.438%
Voting Power	Sole voting power over all 3,245,000 shares
Filing Type	Schedule 13G (passive investment exemption under Rule 13d-1(b))

John Paul DeJoria, a notable entrepreneur (co-founder of Paul Mitchell hair products), holds a substantial 9.438% stake through his family trust. This represents a significant position that exceeds the typical 5% threshold requiring disclosure [1].

According to additional data, Telomir Pharmaceuticals has 58 institutional investors holding a total of approximately 2.49 million shares [2]. Major institutional holders include:

• Vanguard Group
  : 1,137,466 shares (+35,714 shares, +3.24%)
• BlackRock, Inc.
  : 291,433 shares (-78,643 shares, -21.25%)

As of December 2025, institutional investors held approximately

of the company’s shares, with mutual funds accounting for 6.59% [3][4].

Institutional ownership has shown significant variation - shares soared from around 100,000 in June 2024 to over 4.5 million by August 2025, though this coincided with a dramatic stock price decline from approximately $6.20 to $1.20 over the same period [5].

---

1. Validation from Sophisticated Investors:
   The involvement of John Paul DeJoria, a successful entrepreneur, signals confidence from a sophisticated investor with potential access to due diligence resources.

2. No Control Concerns:
   The Form 13G filing indicates passive investment intent (not 13D, which would suggest active involvement or potential control objectives). The investor is not seeking board seats or operational changes.

3. Institutional Validation:
   Presence of Vanguard and other institutions suggests ongoing Wall Street coverage and potential for future institutional accumulation.

1. Declining Institutional Interest:
   The reduction in institutional holdings from 11.93% in March 2025 to 6.73% in December 2025, combined with BlackRock’s 21.25% reduction in position, may indicate waning institutional confidence [4].

2. Stock Price Pressure:
   The significant ownership increase in 2024-2025 correlated with a sharp stock price decline, suggesting institutions may have been selling into strength or misjudged the opportunity.

3. High Concentration Risk:
   With a single investor (DeJoria) holding nearly 9.5% and stock price significantly depressed, any future selling could create substantial downward pressure.

The Form 13G reveals that John Paul DeJoria maintains a nearly 10% passive stake, demonstrating continued commitment from a high-net-worth investor. However, the broader institutional ownership trend shows declining participation, which retail investors should monitor closely. The company’s upcoming IND submission for Telomir-1 and FDA pre-IND meeting remain key catalysts that could attract renewed institutional interest [6][7].

---

[1] StreetInsider - Form SCHEDULE 13G/A Telomir Pharmaceuticals, Filed by: DEJORIA JOHN PAUL (https://www.streetinsider.com/SEC+Filings/Form+SCHEDULE+13GA+Telomir+Pharmaceuticals%2C+Filed+by%3A+DEJORIA+JOHN+PAUL/25994098.html)

[2] Fintel - TELO Institutional Ownership (https://fintel.io/so/us/telo)

[3] Trendlyne - Telomir Pharma Inc Ownership Pattern for Dec-2025 (https://us.trendlyne.com/us/equity/ownership/2030510/TELO/dec-2025/telomir-pharmaceuticals-inc/)

[4] Trendlyne - Telomir Pharma Inc Ownership Pattern for Mar-2025 (https://trendlyne.com/us/equity/ownership/2030510/TELO/mar-2025/telomir-pharmaceuticals-inc/)

[5] Fintel - Institutional investor shares chart (https://images.fintel.io/us-telo-so.png)

[6] Yahoo Finance - Telomir Pharmaceuticals to Participate in BIO 2025 (https://finance.yahoo.com/news/telomir-pharmaceuticals-participate-bio-2025-123000022.html)

[7] Telomir Pharmaceuticals IR - Company Prepares for IND Submission (https://ir.telomirpharma.com/telomir-pharmaceuticals-to-participate-bio-2025-in-boston-as-company-prepares-for-ind-submission-and-advances-breakthrough-longevity-platform/)