Skip to main content
Livermore
Livermore
ZHEN

Ionis Pharmaceuticals Inc

IONS
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0000874015

In the last 90 days, Ionis Pharmaceuticals Inc insiders filed 1 open-market purchase and 4 sales; 515 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q3 2021

Institutional positions in Ionis Pharmaceuticals Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
326
−9 vs. Q2 2021
Shares held
121.7M
−2.53M (−2.0%) vs. Q2 2021
Total value
$4.08B
−$872.0M (−17.6%) vs. Q2 2021
New holders
38
108 more added
Sold out
47
103 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IONS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 326 institutions
Q1 2021: 365 institutionsQ2 2021: 338 institutionsQ3 2021: 326 institutionsQ4 2021: 341 institutionsQ1 2022: 333 institutionsQ2 2022: 351 institutionsQ3 2022: 350 institutionsQ4 2022: 339 institutionsQ1 2023: 315 institutionsQ2 2023: 305 institutionsQ3 2023: 312 institutionsQ4 2023: 365 institutionsQ1 2024: 361 institutionsQ2 2024: 357 institutionsQ3 2024: 354 institutionsQ4 2024: 356 institutionsQ1 2025: 344 institutionsQ2 2025: 363 institutionsQ3 2025: 437 institutionsQ4 2025: 494 institutionsQ1 2026: 497 institutionsQ2 2026: 515 institutions
Value heldQ3 2021: $4.08B
Q1 2021: $5.55BQ2 2021: $4.96BQ3 2021: $4.08BQ4 2021: $3.75BQ1 2022: $4.63BQ2 2022: $4.61BQ3 2022: $5.59BQ4 2022: $4.93BQ1 2023: $4.69BQ2 2023: $5.60BQ3 2023: $6.35BQ4 2023: $7.21BQ1 2024: $6.17BQ2 2024: $6.83BQ3 2024: $6.31BQ4 2024: $5.61BQ1 2025: $5.03BQ2 2025: $6.67BQ3 2025: $11.0BQ4 2025: $13.5BQ1 2026: $13.0BQ2 2026: $14.3B
Institutions holding IONS and their total value by quarter
QuarterHoldersValue
Q2 2026515$14.3B
Q1 2026497$13.0B
Q4 2025494$13.5B
Q3 2025437$11.0B
Q2 2025363$6.67B
Q1 2025344$5.03B
Q4 2024356$5.61B
Q3 2024354$6.31B
Q2 2024357$6.83B
Q1 2024361$6.17B
Q4 2023365$7.21B
Q3 2023312$6.35B
Q2 2023305$5.60B
Q1 2023315$4.69B
Q4 2022339$4.93B
Q3 2022350$5.59B
Q2 2022351$4.61B
Q1 2022333$4.63B
Q4 2021341$3.75B
Q3 2021326$4.08B
Q2 2021338$4.96B
Q1 2021365$5.55B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q2 2021.

Institutions holding IONS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc14$00.00%00.0%Unchanged
Huntington National Bank14$00.00%+13+1,300.0%Added
Gemmer Asset Management LLC3$00.00%00.0%Unchanged
Aspire Private Capital, LLC8$00.00%00.0%Unchanged
Ci Investments Inc.8$00.00%+8New
Bell Investment Advisors, Inc10$00.00%+10New
TD Private Client Wealth LLC11$3690.00%−118−91.5%Reduced
Raffa Wealth Management, LLC28$9390.00%00.0%Unchanged
Sargent Bickham Lagudis LLC43$1.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.38$1.00K0.00%00.0%Unchanged
Liberty Wealth Management LLC44$1.00K0.00%00.0%Unchanged
Orion Capital Management LLC38$1.00K0.00%00.0%Unchanged
Covington Capital Management23$1.00K0.00%−13−36.1%Reduced
AdvisorNet Financial, Inc29$1.00K0.00%00.0%Unchanged
Allworth Financial LP17$1.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC25$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC29$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC33$1.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$1.00K0.00%00.0%Unchanged
Private Capital Group, LLC31$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc16$1.00K0.00%+16New
Meridian Wealth Partners, LLC23$1.00K0.00%+23New
Kelly Financial Services LLC30$1.01K0.00%−1,167−97.5%Reduced
Earnest Partners LLC49$2.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.64$2.00K0.00%+8+14.3%Added
Mitsubishi UFJ Trust & Banking Corp50$2.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC58$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc53$2.00K0.00%+7+15.2%Added
Rockbridge Investment Management, LCC58$2.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust37$2.00K0.00%+14+60.9%Added
Massmutual Trust Co FSB64$2.00K0.00%+64New
PSI Advisors, LLC50$2.00K0.00%+50New
Zions Bancorporation, N.A.83$3.00K0.00%−183−68.8%Reduced
Whittier Trust Co100$3.00K0.00%00.0%Unchanged
Gradient Investments LLC91$3.00K0.00%00.0%Unchanged
Blume Capital Management, Inc.90$3.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.80$3.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC102$3.00K0.00%+86+537.5%Added
JFS Wealth Advisors, LLC75$3.00K0.00%+75New
Concord Wealth Partners117$4.00K0.00%−300−71.9%Reduced
Proequities, Inc.120$4.00K0.00%−7−5.5%Reduced
Bogart Wealth, LLC125$4.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC119$4.00K0.00%00.0%Unchanged
McCarthy Asset Management, Inc.110$4.00K0.00%00.0%Unchanged
Pacifica Partners Inc.150$5.00K0.00%00.0%Unchanged
IAG Wealth Partners, LLC135$5.00K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc159$5.00K0.00%+159New
Logan Capital Management Inc178$6.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.174$6.00K0.00%+30+20.8%Added
Eagle Bay Advisors LLC150$6.00K0.00%+75+100.0%Added
Federation des caisses Desjardins du Quebec200$6.71K0.00%+200New
Reilly Financial Advisors, LLC220$7.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC195$7.00K0.00%−5−2.5%Reduced
AllSquare Wealth Management LLC198$7.00K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC243$8.00K0.00%−42−14.7%Reduced
Pinnacle Bancorp, Inc.227$8.00K0.00%00.0%Unchanged
Hall Laurie J Trustee270$9.00K0.00%−160−37.2%Reduced
Gables Capital Management Inc.275$9.00K0.01%00.0%Unchanged
FourThought Financial, LLC277$9.00K0.00%00.0%Unchanged
Spire Wealth Management295$10.0K0.00%00.0%Unchanged
Firestone Capital Management250$10.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP300$10.0K0.00%+300New
American Portfolios Advisors300$10.1K0.00%00.0%Unchanged
Dark Forest Capital Management LP338$11.0K0.00%−972−74.2%Reduced
Heritage Wealth Advisors334$11.2K0.00%00.0%Unchanged
Global Trust Asset Management, LLC399$13.0K0.01%00.0%Unchanged
Banque Cantonale Vaudoise400$13.0K0.00%00.0%Unchanged
Heritage Wealth Management, LLC450$15.0K0.01%00.0%Unchanged
Glassman Wealth Services439$15.0K0.00%+318+262.8%Added
Ellis Investment Partners, LLC500$16.0K0.00%00.0%Unchanged
Daiwa Securities Group Inc.483$16.0K0.00%+204+73.1%Added
Quadrant Capital Group LLC466$16.0K0.00%+408+703.4%Added
Laurel Wealth Advisors LLC600$20.0K0.00%00.0%Unchanged
Parallel Advisors, LLC723$24.0K0.00%+295+68.9%Added
Cutler Group LP800$26.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC765$26.0K0.00%00.0%Unchanged
Consolidated Planning Corp777$26.0K0.02%+777New
Tower Research Capital LLC (TRC)795$27.0K0.00%−9,388−92.2%Reduced
Patriot Financial Group Insurance Agency, LLC858$29.0K0.01%+140+19.5%Added
Signaturefd, LLC886$30.0K0.00%−87−8.9%Reduced
Bessemer Group Inc900$30.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.904$30.0K0.00%+21+2.4%Added
Archer Investment Corp917$30.8K0.01%+917New
Riggs Asset Managment Co. Inc.997$33.0K0.01%−3−0.3%Reduced
Antonetti Capital Management LLC1,000$34.0K0.03%+1,000New
Wolff Wiese Magana LLC1,131$38.0K0.03%00.0%Unchanged
First Manhattan Co1,200$40.0K0.00%00.0%Unchanged
Berman Capital Advisors, LLC1,220$40.0K0.01%+917+302.6%Added
Lazard Asset Management LLC1,260$42.0K0.00%−631−33.4%Reduced
Itau Unibanco Holding S.A.1,241$42.0K0.00%+373+43.0%Added
Kistler-Tiffany Companies, LLC1,281$43.0K0.01%00.0%Unchanged
NEXT Financial Group, Inc1,265$43.0K0.00%+18+1.4%Added
Cedar Wealth Management, LLC1,370$46.0K0.02%+1,370New
Twin Lakes Capital Management, LLC1,500$50.0K0.03%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC1,900$64.0K0.04%00.0%Unchanged
IFP Advisors, Inc1,720$66.0K0.00%+541+45.9%Added
Harbour Investments, Inc.2,018$68.0K0.00%+323+19.1%Added
Northwestern Mutual Wealth Management Co2,012$68.0K0.00%+484+31.7%Added
Koshinski Asset Management, Inc.2,068$69.4K0.01%+2,068New
Captrust Financial Advisors2,472$83.0K0.00%+576+30.4%Added