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 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 150 | $5.58K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 144 | $5.44K | 0.00% | +72+100.0% | Added |
| Spire Wealth Management | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 115 | $4.34K | 0.00% | −68−37.2% | 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 |
| Bell Investment Advisors, Inc | 102 | $3.85K | 0.00% | −12−10.5% | Reduced |
| Affiance Financial, LLC | 100 | $3.78K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 85 | $3.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 82 | $3.06K | 0.00% | +82 | New |
| Semmax Financial Advisors Inc. | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $2.95K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $2.91K | 0.00% | +77 | New |
| Parkside Financial Bank & Trust | 62 | $2.34K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 55 | $2.08K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Advisor Group, LLC | 51,008 | $1.93K | 0.00% | −58,864−53.6% | Reduced |
| Global Retirement Partners, LLC | 51 | $1.93K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 49 | $1.85K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $1.83K | 0.00% | +45 | New |
| Orion Capital Management LLC | 38 | $1.44K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $1.36K | 0.00% | +36 | New |
| TCI Wealth Advisors, Inc. | 35 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.06K | 0.00% | 00.0% | Unchanged |
| 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 |
| CoreCap Advisors, LLC | 26 | $982 | 0.00% | +26 | New |
| Key Financial Inc | 19 | $840 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $755 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16 | $604 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $567 | 0.00% | −22−59.5% | Reduced |
| Hexagon Capital Partners LLC | 9 | $340 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 0 | $0 | 0.00% | −406,483−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −86,602−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −77,480−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −72,269−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −54,497−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −53,717−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −38,035−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −28,396−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −23,517−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,023−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −20,659−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −20,390−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −19,360−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −14,770−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,698−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −11,265−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,766−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,670−100.0% | Sold out |
| Brandywine Managers, LLC | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,106−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,899−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −5,854−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,341−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −5,098−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −5,095−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −5,042−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Mitchell & Pahl Private Wealth, LLC | 0 | $0 | 0.00% | −4,866−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −4,703−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Dowling & Yahnke LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Monolith Advisors | – | – | – | – | Not filed |