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 2022
Institutional positions in Ionis Pharmaceuticals Inc as of Dec 31, 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
- 339
- −4 vs. Q3 2022
- Shares held
- 130.6M
- +4.77M (+3.8%) vs. Q3 2022
- Total value
- $4.93B
- −$630.7M (−11.3%) vs. Q3 2022
- New holders
- 50
- 115 more added
- Sold out
- 54
- 107 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $340 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $567 | 0.00% | −22−59.5% | Reduced |
| Focused Wealth Management, Inc | 16 | $604 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $755 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $840 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $982 | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 36 | $1.00K | 0.00% | −5−12.2% | Reduced |
| Private Trust Co NA | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 25 | $1.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 28 | $1.06K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $1.32K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $1.36K | 0.00% | +36 | New |
| Orion Capital Management LLC | 38 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $1.83K | 0.00% | +45 | New |
| Earnest Partners LLC | 49 | $1.85K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $1.93K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 51,008 | $1.93K | 0.00% | −58,864−53.6% | Reduced |
| Capital Advisors, Ltd. LLC | 63 | $2.00K | 0.00% | +59+1,475.0% | Added |
| Johnson Midwest Financial, LLC | 59 | $2.00K | 0.01% | +59 | New |
| Blume Capital Management, Inc. | 55 | $2.08K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $2.34K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $2.91K | 0.00% | +77 | New |
| Versant Capital Management, Inc | 78 | $2.95K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 82 | $3.06K | 0.00% | +82 | New |
| Bogart Wealth, LLC | 85 | $3.21K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 100 | $3.78K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 102 | $3.85K | 0.00% | −12−10.5% | Reduced |
| Hall Laurie J Trustee | 115 | $4.00K | 0.00% | −70−37.8% | Reduced |
| Umb Bank N A | 101 | $4.00K | 0.00% | −13−11.4% | Reduced |
| Lindbrook Capital, LLC | 115 | $4.34K | 0.00% | −68−37.2% | Reduced |
| Spire Wealth Management | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 144 | $5.44K | 0.00% | +72+100.0% | Added |
| Pacifica Partners Inc. | 150 | $5.58K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 159 | $6.00K | 0.00% | +159 | New |
| Clearstead Advisors, LLC | 185 | $6.99K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 187 | $7.06K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 198 | $7.48K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $7.55K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 202 | $8.00K | 0.00% | +194+2,425.0% | Added |
| Signaturefd, LLC | 231 | $8.72K | 0.00% | −17−6.9% | Reduced |
| Covestor Ltd | 246 | $9.00K | 0.01% | −11−4.3% | Reduced |
| Quadrant Capital Group LLC | 247 | $9.33K | 0.00% | −50−16.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 313 | $11.8K | 0.00% | −23−6.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 341 | $12.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 344 | $13.0K | 0.00% | +344 | New |
| Global Trust Asset Management, LLC | 399 | $15.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $15.1K | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 464 | $17.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 476 | $18.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $18.9K | 0.01% | −497−49.8% | Reduced |
| Leonteq Securities AG | 523 | $19.8K | 0.00% | +209+66.6% | Added |
| AlphaMark Advisors, LLC | 550 | $21.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 571 | $22.0K | 0.00% | +43+8.1% | Added |
| Laurel Wealth Advisors LLC | 600 | $22.7K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 608 | $23.0K | 0.00% | +608 | New |
| Advisory Services Network, LLC | 616 | $23.3K | 0.00% | +616 | New |
| Washington Trust Advisors, Inc. | 660 | $24.9K | 0.00% | −865−56.7% | Reduced |
| Parallel Advisors, LLC | 671 | $25.3K | 0.00% | −51−7.1% | Reduced |
| Zullo Investment Group, Inc. | 682 | $25.8K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 695 | $26.3K | 0.00% | −690−49.8% | Reduced |
| Glassman Wealth Services | 733 | $27.7K | 0.01% | −6−0.8% | Reduced |
| Institutional & Family Asset Management, LLC | 774 | $29.2K | 0.00% | −12−1.5% | Reduced |
| Allworth Financial LP | 797 | $30.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 850 | $32.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 900 | $34.0K | 0.00% | +224+33.1% | Added |
| Ronald Blue Trust, Inc. | 849 | $38.0K | 0.00% | +174+25.8% | Added |
| United Community Bank | 1,131 | $42.7K | 0.04% | +5+0.4% | Added |
| Romano Brothers and Company | 1,148 | $43.4K | 0.01% | +1,148 | New |
| Harbour Investments, Inc. | 1,210 | $45.7K | 0.00% | −50−4.0% | Reduced |
| Banque Cantonale Vaudoise | 1,279 | $48.0K | 0.00% | +879+219.7% | Added |
| Kistler-Tiffany Companies, LLC | 1,281 | $48.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,317 | $49.4K | 0.00% | +1,317 | New |
| Walleye Trading LLC | 1,316 | $49.7K | 0.00% | +1,316 | New |
| KBC Group NV | 1,378 | $52.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,300 | $53.0K | 0.04% | +1,300 | New |
| China Universal Asset Management Co., Ltd. | 1,443 | $54.5K | 0.02% | +114+8.6% | Added |
| Twin Lakes Capital Management, LLC | 1,500 | $56.7K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,837 | $69.0K | 0.00% | −126−6.4% | Reduced |
| Itau Unibanco Holding S.A. | 1,848 | $69.8K | 0.00% | +10+0.5% | Added |
| First Manhattan Co | 1,975 | $74.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,106 | $79.5K | 0.00% | −47−2.2% | Reduced |
| Fifth Third Bancorp | 2,500 | $94.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,581 | $97.0K | 0.00% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 3,173 | $119.8K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,200 | $121.0K | 0.01% | −22,300−87.5% | Reduced |
| Amundi | 3,593 | $136.4K | 0.00% | +3,593 | New |
| Lazard Asset Management LLC | 3,723 | $139.0K | 0.00% | −322−8.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,269 | $160.4K | 0.00% | −439−9.3% | Reduced |
| Simplex Trading, LLC | 4,370 | $165.0K | 0.01% | +4,370 | New |
| Sectoral Asset Management Inc | 4,450 | $168.1K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5,062 | $191.2K | 0.04% | +62+1.2% | Added |
| Regions Financial Corp | 5,346 | $202.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 5,335 | $202.0K | 0.08% | +5,335 | New |
| Cetera Advisor Networks LLC | 5,672 | $214.2K | 0.00% | +5,672 | New |