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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, Q4 2021

Institutional positions in Ionis Pharmaceuticals Inc as of Dec 31, 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
341
+20 vs. Q3 2021
Shares held
123.2M
+1.71M (+1.4%) vs. Q3 2021
Total value
$3.75B
−$326.3M (−8.0%) vs. Q3 2021
New holders
59
106 more added
Sold out
39
119 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 341 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 heldQ4 2021: $3.75B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q3 2021.

Institutions holding IONS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bogart Wealth, LLC100$3.00K0.00%−25−20.0%Reduced
McCarthy Asset Management, Inc.110$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc102$3.00K0.00%+92+920.0%Added
Cornerstone Advisory, LLC100$3.00K0.00%+100New
SkyView Investment Advisors, LLC91$3.00K0.00%+91New
CoreCap Advisors, LLC102$3.00K0.00%+102New
Blume Capital Management, Inc.55$2.00K0.00%−35−38.9%Reduced
Global Wealth Management Investment Advisory, Inc.80$2.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust62$2.00K0.00%+25+67.6%Added
Trustcore Financial Services, LLC58$2.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC58$2.00K0.00%00.0%Unchanged
Motley Fool Asset Management LLC66$2.00K0.00%+66New
Centerpoint Advisors, LLC68$2.00K0.00%+68New
FourThought Financial, LLC27$1.00K0.00%−250−90.3%Reduced
TCI Wealth Advisors, Inc.35$1.00K0.00%−139−79.9%Reduced
Lindbrook Capital, LLC20$1.00K0.00%−82−80.4%Reduced
Earnest Partners LLC49$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB22$1.00K0.00%−42−65.6%Reduced
Versant Capital Management, Inc46$1.00K0.00%−7−13.2%Reduced
AdvisorNet Financial, Inc29$1.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC25$1.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC43$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC33$1.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.38$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
SRS Capital Advisors, Inc.38$1.00K0.00%+38New
Signet Financial Management, LLC48$1.00K0.00%+48New
Key Financial Inc19$1.00K0.00%+19New
KB Financial Partners, LLC34$1.00K0.00%+34New
Covestor Ltd32$1.00K0.00%+32New
Kelly Financial Services LLC30$9130.00%00.0%Unchanged
Raffa Wealth Management, LLC28$8520.00%00.0%Unchanged
Dark Forest Capital Management LP3$00.00%−335−99.1%Reduced
Focused Wealth Management, Inc16$00.00%00.0%Unchanged
Huntington National Bank1$00.00%−13−92.9%Reduced
Ci Investments Inc.8$00.00%00.0%Unchanged
Gemmer Asset Management LLC3$00.00%00.0%Unchanged
Aspire Private Capital, LLC8$00.00%00.0%Unchanged
Valley National Advisers Inc11$00.00%+11New
First Bank & Trust15$00.00%+15New
American Century Companies Inc0$00.00%−199,346−100.0%Sold out
HRT Financial LP0$00.00%−128,087−100.0%Sold out
Sabby Management, LLC0$00.00%−84,600−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−41,100−100.0%Sold out
Simplex Trading, LLC0$00.00%−22,512−100.0%Sold out
Sphera Funds Management Ltd.0$00.00%−22,000−100.0%Sold out
Emerald Advisers, LLC0$00.00%−16,815−100.0%Sold out
AGF Investments LLC0$00.00%−15,936−100.0%Sold out
Walleye Capital LLC0$00.00%−15,470−100.0%Sold out
JustInvest LLC0$00.00%−13,544−100.0%Sold out
HAP Trading, LLC0$00.00%−11,877−100.0%Sold out
Mackenzie Financial Corp0$00.00%−9,783−100.0%Sold out
FDx Advisors, Inc.0$00.00%−7,507−100.0%Sold out
Mitchell & Pahl Private Wealth, LLC0$00.00%−6,888−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−6,599−100.0%Sold out
Prudential Financial Inc0$00.00%−5,763−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−5,784−100.0%Sold out
Agf Investments Inc.0$00.00%−4,800−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−3,164−100.0%Sold out
Walled Lake Planning & Wealth Management, LLC0$00.00%−1,900−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−1,370−100.0%Sold out
Antonetti Capital Management LLC0$00.00%−1,000−100.0%Sold out
Consolidated Planning Corp0$00.00%−777−100.0%Sold out
Firestone Capital Management0$00.00%−250−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−243−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−200−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−150−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−135−100.0%Sold out
Whittier Trust Co0$00.00%−100−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−75−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−83−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−50−100.0%Sold out
PSI Advisors, LLC0$00.00%−50−100.0%Sold out
Covington Capital Management0$00.00%−23−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−29−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−44−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−23−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−11−100.0%Sold out
Meeder Asset Management Inc0$00.00%−14−100.0%Sold out
Sonora Investment Management, LLC––––Not filed
Alexandria Capital, LLC––––Not filed
Optimal Asset Management, Inc.––––Not filed
Berman Capital Advisors, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed