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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 515 | $14.3B |
| Q1 2026 | 497 | $13.0B |
| Q4 2025 | 494 | $13.5B |
| Q3 2025 | 437 | $11.0B |
| Q2 2025 | 363 | $6.67B |
| Q1 2025 | 344 | $5.03B |
| Q4 2024 | 356 | $5.61B |
| Q3 2024 | 354 | $6.31B |
| Q2 2024 | 357 | $6.83B |
| Q1 2024 | 361 | $6.17B |
| Q4 2023 | 365 | $7.21B |
| Q3 2023 | 312 | $6.35B |
| Q2 2023 | 305 | $5.60B |
| Q1 2023 | 315 | $4.69B |
| Q4 2022 | 339 | $4.93B |
| Q3 2022 | 350 | $5.59B |
| Q2 2022 | 351 | $4.61B |
| Q1 2022 | 333 | $4.63B |
| Q4 2021 | 341 | $3.75B |
| Q3 2021 | 326 | $4.08B |
| Q2 2021 | 338 | $4.96B |
| Q1 2021 | 365 | $5.55B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brandywine Managers, LLC | 8,460 | $284.0K | 0.30% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 8,173 | $274.0K | 0.00% | +8,173 | New |
| Kennedy Capital Management, Inc. | 8,064 | $270.0K | 0.01% | −265−3.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,000 | $268.0K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 7,740 | $260.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 7,507 | $252.0K | 0.01% | −869−10.4% | Reduced |
| Fox Run Management, L.L.C. | 7,341 | $246.0K | 0.15% | +7,341 | New |
| Great West Life Assurance Co | 6,922 | $234.0K | 0.00% | −26,244−79.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,888 | $231.0K | 0.17% | −48−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,599 | $221.0K | 0.00% | +6,599 | New |
| Prudential Financial Inc | 5,763 | $214.0K | 0.00% | +611+11.9% | Added |
| Nisa Investment Advisors, LLC | 6,249 | $210.0K | 0.00% | −1,534−19.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,244 | $209.0K | 0.00% | −124−1.9% | Reduced |
| Assenagon Asset Management S.A. | 6,022 | $202.0K | 0.00% | +6,022 | New |
| Global Retirement Partners, LLC | 5,784 | $194.0K | 0.02% | +471+8.9% | Added |
| Leonteq Securities AG | 5,479 | $183.8K | 0.01% | +2,282+71.4% | Added |
| Geneos Wealth Management Inc. | 4,838 | $162.0K | 0.01% | +134+2.8% | Added |
| Agf Investments Inc. | 4,800 | $161.0K | 0.00% | −438−8.4% | Reduced |
| Federated Hermes, Inc. | 4,253 | $143.0K | 0.00% | +163+4.0% | Added |
| Caldwell Trust Co | 4,000 | $134.2K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3,431 | $115.0K | 0.04% | −355−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,356 | $113.0K | 0.00% | +244+7.8% | Added |
| Carolinas Wealth Consulting LLC | 3,187 | $107.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,164 | $106.0K | 0.00% | −15−0.5% | Reduced |
| American International Group, Inc. | 2,660 | $89.0K | 0.00% | −208−7.3% | Reduced |
| Fifth Third Bancorp | 2,626 | $88.0K | 0.00% | +72+2.8% | Added |
| Captrust Financial Advisors | 2,472 | $83.0K | 0.00% | +576+30.4% | Added |
| Koshinski Asset Management, Inc. | 2,068 | $69.4K | 0.01% | +2,068 | New |
| Harbour Investments, Inc. | 2,018 | $68.0K | 0.00% | +323+19.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,012 | $68.0K | 0.00% | +484+31.7% | Added |
| IFP Advisors, Inc | 1,720 | $66.0K | 0.00% | +541+45.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 1,900 | $64.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,500 | $50.0K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,370 | $46.0K | 0.02% | +1,370 | New |
| Kistler-Tiffany Companies, LLC | 1,281 | $43.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,265 | $43.0K | 0.00% | +18+1.4% | Added |
| Lazard Asset Management LLC | 1,260 | $42.0K | 0.00% | −631−33.4% | Reduced |
| Itau Unibanco Holding S.A. | 1,241 | $42.0K | 0.00% | +373+43.0% | Added |
| First Manhattan Co | 1,200 | $40.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,220 | $40.0K | 0.01% | +917+302.6% | Added |
| Wolff Wiese Magana LLC | 1,131 | $38.0K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,000 | $34.0K | 0.03% | +1,000 | New |
| Riggs Asset Managment Co. Inc. | 997 | $33.0K | 0.01% | −3−0.3% | Reduced |
| Archer Investment Corp | 917 | $30.8K | 0.01% | +917 | New |
| Signaturefd, LLC | 886 | $30.0K | 0.00% | −87−8.9% | Reduced |
| Bessemer Group Inc | 900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 904 | $30.0K | 0.00% | +21+2.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 858 | $29.0K | 0.01% | +140+19.5% | Added |
| Tower Research Capital LLC (TRC) | 795 | $27.0K | 0.00% | −9,388−92.2% | Reduced |
| Cutler Group LP | 800 | $26.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 765 | $26.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 777 | $26.0K | 0.02% | +777 | New |
| Parallel Advisors, LLC | 723 | $24.0K | 0.00% | +295+68.9% | Added |
| Laurel Wealth Advisors LLC | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 483 | $16.0K | 0.00% | +204+73.1% | Added |
| Quadrant Capital Group LLC | 466 | $16.0K | 0.00% | +408+703.4% | Added |
| Heritage Wealth Management, LLC | 450 | $15.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 439 | $15.0K | 0.00% | +318+262.8% | Added |
| Global Trust Asset Management, LLC | 399 | $13.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 334 | $11.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 338 | $11.0K | 0.00% | −972−74.2% | Reduced |
| American Portfolios Advisors | 300 | $10.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 295 | $10.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $10.0K | 0.00% | +300 | New |
| Hall Laurie J Trustee | 270 | $9.00K | 0.00% | −160−37.2% | Reduced |
| Gables Capital Management Inc. | 275 | $9.00K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 277 | $9.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 243 | $8.00K | 0.00% | −42−14.7% | Reduced |
| Pinnacle Bancorp, Inc. | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 220 | $7.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 195 | $7.00K | 0.00% | −5−2.5% | Reduced |
| AllSquare Wealth Management LLC | 198 | $7.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $6.71K | 0.00% | +200 | New |
| Logan Capital Management Inc | 178 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 174 | $6.00K | 0.00% | +30+20.8% | Added |
| Eagle Bay Advisors LLC | 150 | $6.00K | 0.00% | +75+100.0% | Added |
| Pacifica Partners Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 159 | $5.00K | 0.00% | +159 | New |
| Concord Wealth Partners | 117 | $4.00K | 0.00% | −300−71.9% | Reduced |
| Proequities, Inc. | 120 | $4.00K | 0.00% | −7−5.5% | Reduced |
| Bogart Wealth, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 83 | $3.00K | 0.00% | −183−68.8% | Reduced |
| Whittier Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 102 | $3.00K | 0.00% | +86+537.5% | Added |
| JFS Wealth Advisors, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Earnest Partners LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 64 | $2.00K | 0.00% | +8+14.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $2.00K | 0.00% | +7+15.2% | Added |
| Rockbridge Investment Management, LCC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |