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, Q1 2023
Institutional positions in Ionis Pharmaceuticals Inc as of Mar 31, 2023. 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
- 315
- −18 vs. Q4 2022
- Shares held
- 131.1M
- +517.1K (+0.4%) vs. Q4 2022
- Total value
- $4.69B
- −$238.7M (−4.8%) vs. Q4 2022
- New holders
- 34
- 87 more added
- Sold out
- 52
- 128 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q4 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 |
| Private Trust Co NA | 3 | $107 | 0.00% | −36−92.3% | Reduced |
| GWM Advisors LLC | 8 | $286 | 0.00% | −1,309−99.4% | Reduced |
| Cape Investment Advisory, Inc. | 13 | $465 | 0.00% | +13 | New |
| Focused Wealth Management, Inc | 16 | $572 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $679 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $715 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 28 | $1.00K | 0.00% | +28 | New |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $1.07K | 0.00% | +30 | New |
| TCI Wealth Advisors, Inc. | 35 | $1.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $1.29K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 38 | $1.36K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.43K | 0.00% | +40 | New |
| Earnest Partners LLC | 49 | $1.75K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 55 | $1.97K | 0.00% | −468−89.5% | Reduced |
| Blume Capital Management, Inc. | 55 | $1.97K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 52 | $2.00K | 0.00% | +27+108.0% | Added |
| Global Retirement Partners, LLC | 58 | $2.01K | 0.00% | +7+13.7% | Added |
| Johnson Midwest Financial, LLC | 59 | $2.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $2.21K | 0.00% | −16−20.5% | Reduced |
| Parkside Financial Bank & Trust | 62 | $2.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $2.40K | 0.00% | +67 | New |
| Raleigh Capital Management Inc. | 72 | $2.57K | 0.00% | −72−50.0% | Reduced |
| Baker Avenue Asset Management, LP | 77 | $2.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 82 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 85 | $3.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 89 | $3.18K | 0.00% | +74+493.3% | Added |
| Huntington National Bank | 97 | $3.47K | 0.00% | +96+9,600.0% | Added |
| Umb Bank N A | 101 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $3.65K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $4.25K | 0.00% | +119 | New |
| Salem Investment Counselors Inc | 123 | $4.40K | 0.00% | +123 | New |
| Loomis Sayles & Co L P | 146 | $5.00K | 0.00% | −198−57.6% | Reduced |
| Pacifica Partners Inc. | 150 | $5.57K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 156 | $5.58K | 0.00% | −3−1.9% | Reduced |
| Carolinas Wealth Consulting LLC | 161 | $5.75K | 0.00% | −26−13.9% | Reduced |
| Clearstead Advisors, LLC | 185 | $6.61K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 191 | $6.83K | 0.00% | +191 | New |
| AllSquare Wealth Management LLC | 198 | $7.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 210 | $7.50K | 0.00% | +85+68.0% | Added |
| Signaturefd, LLC | 222 | $7.93K | 0.00% | −9−3.9% | Reduced |
| Lindbrook Capital, LLC | 240 | $8.58K | 0.00% | +125+108.7% | Added |
| Covestor Ltd | 248 | $9.00K | 0.01% | +2+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 324 | $11.6K | 0.00% | +11+3.5% | Added |
| Banque Cantonale Vaudoise | 400 | $14.0K | 0.00% | −879−68.7% | Reduced |
| Global Trust Asset Management, LLC | 399 | $14.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $14.3K | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 464 | $16.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 476 | $17.0K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 499 | $17.8K | 0.00% | −189,854−99.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 500 | $17.9K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 500 | $17.9K | 0.00% | +500 | New |
| AlphaMark Advisors, LLC | 500 | $18.0K | 0.01% | −50−9.1% | Reduced |
| Advisory Services Network, LLC | 519 | $18.5K | 0.00% | −97−15.7% | Reduced |
| Belpointe Asset Management LLC | 548 | $19.6K | 0.00% | −60−9.9% | Reduced |
| Daiwa Securities Group Inc. | 571 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 590 | $21.1K | 0.00% | +343+138.9% | Added |
| Laurel Wealth Advisors LLC | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 660 | $23.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 671 | $24.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 736 | $26.3K | 0.00% | −38−4.9% | Reduced |
| Glassman Wealth Services | 737 | $26.3K | 0.00% | +4+0.5% | Added |
| Allworth Financial LP | 793 | $28.3K | 0.00% | −4−0.5% | Reduced |
| Archer Investment Corp | 850 | $30.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 849 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 900 | $32.2K | 0.00% | −310−25.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 934 | $33.4K | 0.00% | +593+173.9% | Added |
| Simplex Trading, LLC | 1,019 | $36.0K | 0.00% | −3,351−76.7% | Reduced |
| United Community Bank | 1,131 | $40.4K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,203 | $43.0K | 0.00% | +1,001+495.5% | Added |
| Kistler-Tiffany Companies, LLC | 1,281 | $45.8K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,300 | $46.5K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,339 | $47.9K | 0.00% | +1,339 | New |
| KBC Group NV | 1,378 | $49.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,500 | $53.6K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,550 | $55.4K | 0.00% | −425−21.5% | Reduced |
| Values First Advisors, Inc. | 1,594 | $57.0K | 0.04% | +1,594 | New |
| Itau Unibanco Holding S.A. | 1,842 | $65.8K | 0.00% | −6−0.3% | Reduced |
| CWM, LLC | 1,922 | $69.0K | 0.00% | +85+4.6% | Added |
| China Universal Asset Management Co., Ltd. | 1,937 | $69.2K | 0.02% | +494+34.2% | Added |
| American International Group, Inc. | 2,046 | $73.1K | 0.00% | −60−2.8% | Reduced |
| Walleye Capital LLC | 2,240 | $80.1K | 0.00% | −23,814−91.4% | Reduced |
| IFP Advisors, Inc | 1,969 | $91.8K | 0.00% | −2,869−59.3% | Reduced |
| Fifth Third Bancorp | 3,000 | $107.2K | 0.00% | +500+20.0% | Added |
| Acadian Asset Management LLC | 3,073 | $109.0K | 0.00% | +3,073 | New |
| Icon Wealth Partners, LLC | 3,073 | $109.8K | 0.01% | +3,073 | New |
| Kapitalo Investimentos Ltda | 3,381 | $120.8K | 0.04% | +3,381 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,726 | $168.9K | 0.00% | +457+10.7% | Added |
| Beaird Harris Wealth Management, LLC | 5,000 | $178.7K | 0.03% | −62−1.2% | Reduced |
| Amundi | 5,368 | $196.4K | 0.00% | +1,775+49.4% | Added |
| Perkins Capital Management Inc | 5,650 | $202.0K | 0.19% | −750−11.7% | Reduced |
| JustInvest LLC | 5,866 | $209.7K | 0.01% | −293−4.8% | Reduced |
| First Republic Investment Management, Inc. | 5,896 | $210.7K | 0.00% | −313−5.0% | Reduced |
| National Asset Management, Inc. | 6,004 | $214.6K | 0.01% | −2,732−31.3% | Reduced |
| Lazard Asset Management LLC | 6,188 | $220.0K | 0.00% | +2,465+66.2% | Added |