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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, Q3 2022

Institutional positions in Ionis Pharmaceuticals Inc as of Sep 30, 2022. 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
350
−1 vs. Q2 2022
Shares held
126.4M
+1.80M (+1.4%) vs. Q2 2022
Total value
$5.59B
+$976.9M (+21.2%) vs. Q2 2022
New holders
50
97 more added
Sold out
51
130 more reduced

Compare with Q2 2022: 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 2022: 350 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 2022: $5.59B
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 2022

Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q2 2022.

Institutions holding IONS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%00.0%Unchanged
Ci Investments Inc.8$00.00%00.0%Unchanged
Retirement Group, LLC11$00.00%00.0%Unchanged
Aspire Private Capital, LLC8$00.00%00.0%Unchanged
Hexagon Capital Partners LLC9$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$00.00%+4New
Focused Wealth Management, Inc16$1.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC25$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC33$1.00K0.00%00.0%Unchanged
Key Financial Inc19$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc11$1.00K0.00%00.0%Unchanged
Ellevest, Inc.32$1.00K0.00%+32New
Rosenberg Matthew Hamilton20$1.00K0.00%+20New
EdgeRock Capital LLC25$1.00K0.00%+25New
Raffa Wealth Management, LLC28$1.24K0.00%00.0%Unchanged
Kelly Financial Services LLC30$1.33K0.00%00.0%Unchanged
Global Retirement Partners, LLC51$2.00K0.00%−20,380−99.8%Reduced
Earnest Partners LLC49$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB41$2.00K0.00%−19−31.7%Reduced
Blume Capital Management, Inc.55$2.00K0.00%00.0%Unchanged
Private Trust Co NA39$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.35$2.00K0.00%00.0%Unchanged
Orion Capital Management LLC38$2.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.37$2.00K0.00%+37New
Centerpoint Advisors, LLC68$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc78$3.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.72$3.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust62$3.00K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.84$4.00K0.00%−2,243−96.4%Reduced
Cutler Group LP100$4.00K0.00%00.0%Unchanged
Bogart Wealth, LLC85$4.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.100$4.50K0.00%00.0%Unchanged
Umb Bank N A114$5.00K0.00%−15−11.6%Reduced
GPS Wealth Strategies Group, LLC119$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc114$5.00K0.00%+12+11.8%Added
Spire Wealth Management125$6.00K0.00%−181−59.2%Reduced
Pacifica Partners Inc.150$6.00K0.00%00.0%Unchanged
Monolith Advisors133$6.00K0.01%00.0%Unchanged
Hall Laurie J Trustee185$8.00K0.00%−85−31.5%Reduced
Meeder Asset Management Inc186$8.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC185$8.00K0.00%00.0%Unchanged
Insight Financial Services200$8.00K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC187$8.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC183$8.00K0.00%+126+221.1%Added
AllSquare Wealth Management LLC198$9.00K0.01%00.0%Unchanged
Trustcore Financial Services, LLC228$10.0K0.00%+170+293.1%Added
Covestor Ltd257$11.0K0.01%−109−29.8%Reduced
Signaturefd, LLC248$11.0K0.00%+6+2.5%Added
Assetmark, Inc250$11.0K0.00%+250New
Quadrant Capital Group LLC297$13.0K0.00%+34+12.9%Added
American Portfolios Advisors300$13.3K0.00%00.0%Unchanged
Leonteq Securities AG314$13.9K0.00%−1,640−83.9%Reduced
Whittier Trust Co of Nevada Inc341$15.0K0.00%−64−15.8%Reduced
Steward Partners Investment Advisory, LLC336$15.0K0.00%−26−7.2%Reduced
Geneos Wealth Management Inc.400$17.0K0.00%−3,035−88.4%Reduced
Global Trust Asset Management, LLC399$18.0K0.01%00.0%Unchanged
Banque Cantonale Vaudoise400$18.0K0.00%00.0%Unchanged
Riverview Trust Co476$21.0K0.02%00.0%Unchanged
Advent Capital Management464$21.0K0.00%+464New
Ellis Investment Partners, LLC500$22.0K0.01%00.0%Unchanged
Daiwa Securities Group Inc.528$23.0K0.00%00.0%Unchanged
AlphaMark Advisors, LLC550$24.0K0.01%−5−0.9%Reduced
Ronald Blue Trust, Inc.675$25.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC600$27.0K0.01%00.0%Unchanged
Wipfli Financial Advisors LLC,619$27.0K0.00%+619New
Zullo Investment Group, Inc.682$30.0K0.02%−135−16.5%Reduced
Heritage Wealth Management, LLC676$30.0K0.01%00.0%Unchanged
Parallel Advisors, LLC722$32.0K0.00%−2−0.3%Reduced
Glassman Wealth Services739$33.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC786$35.0K0.01%+40+5.4%Added
Allworth Financial LP797$35.0K0.00%+58+7.8%Added
Archer Investment Corp850$37.6K0.02%00.0%Unchanged
Wolff Wiese Magana LLC910$40.0K0.03%−164−15.3%Reduced
Riggs Asset Managment Co. Inc.997$44.0K0.02%00.0%Unchanged
Almanack Investment Partners, LLC.1,000$44.0K0.01%+1,000New
Harbour Investments, Inc.1,260$47.0K0.00%00.0%Unchanged
United Community Bank1,126$49.8K0.05%+80+7.6%Added
Kistler-Tiffany Companies, LLC1,281$57.0K0.01%00.0%Unchanged
State of Wyoming1,338$59.0K0.03%+1,338New
China Universal Asset Management Co., Ltd.1,329$59.0K0.02%+1,329New
KBC Group NV1,378$61.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd1,385$61.0K0.00%+551+66.1%Added
Van Eck Associates Corp1,417$63.0K0.00%+1,417New
Twin Lakes Capital Management, LLC1,500$66.0K0.05%+1,500New
Washington Trust Advisors, Inc.1,525$67.0K0.01%−112−6.8%Reduced
Itau Unibanco Holding S.A.1,838$81.0K0.00%−813−30.7%Reduced
First Manhattan Co1,975$87.0K0.00%00.0%Unchanged
CWM, LLC1,963$87.0K0.00%+244+14.2%Added
American International Group, Inc.2,153$95.0K0.00%+6+0.3%Added
Fifth Third Bancorp2,500$111.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.2,581$114.0K0.00%−7,270−73.8%Reduced
DuPont Capital Management Corp2,769$122.0K0.01%+2,769New
Icon Wealth Advisors, LLC2,884$128.0K0.02%+2,884New
Chiron Investment Management, LLC3,173$140.0K0.03%+3,173New
Point72 Hong Kong Ltd3,740$165.0K0.01%+3,740New
Caldwell Trust Co4,000$176.9K0.03%00.0%Unchanged
Lazard Asset Management LLC4,045$178.0K0.00%−1,580−28.1%Reduced
Sectoral Asset Management Inc4,450$197.0K0.04%00.0%Unchanged
Toroso Investments, LLC4,667$206.0K0.01%−2,940−38.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.4,708$208.0K0.00%+314+7.1%Added