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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 8,381 | $299.5K | 0.00% | −886−9.6% | Reduced |
| MetLife Investment Management | 8,100 | $289.5K | 0.00% | +18+0.2% | Added |
| Virtus ETF Advisers LLC | 8,044 | $287.5K | 0.16% | +144+1.8% | Added |
| Northeast Financial Consultants Inc | 7,740 | $276.9K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 7,546 | $269.7K | 0.00% | −196−2.5% | Reduced |
| Utah Retirement Systems | 7,500 | $268.1K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 7,342 | $262.4K | 0.01% | +339+4.8% | Added |
| Delphia (USA) Inc. | 7,326 | $261.8K | 0.32% | −4,286−36.9% | Reduced |
| Tanaka Capital Management Inc | 7,112 | $254.0K | 0.74% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,056 | $252.2K | 0.15% | +7,056 | New |
| Northwestern Mutual Wealth Management Co | 6,902 | $246.7K | 0.00% | −15−0.2% | Reduced |
| Baird Financial Group, Inc. | 6,783 | $242.4K | 0.00% | −110−1.6% | Reduced |
| HSBC Holdings PLC | 6,623 | $234.2K | 0.00% | +6,623 | New |
| Mariner, LLC | 6,521 | $233.0K | 0.00% | −11,021−62.8% | Reduced |
| Lazard Asset Management LLC | 6,188 | $220.0K | 0.00% | +2,465+66.2% | Added |
| National Asset Management, Inc. | 6,004 | $214.6K | 0.01% | −2,732−31.3% | Reduced |
| First Republic Investment Management, Inc. | 5,896 | $210.7K | 0.00% | −313−5.0% | Reduced |
| JustInvest LLC | 5,866 | $209.7K | 0.01% | −293−4.8% | Reduced |
| Perkins Capital Management Inc | 5,650 | $202.0K | 0.19% | −750−11.7% | Reduced |
| Amundi | 5,368 | $196.4K | 0.00% | +1,775+49.4% | Added |
| Beaird Harris Wealth Management, LLC | 5,000 | $178.7K | 0.03% | −62−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,726 | $168.9K | 0.00% | +457+10.7% | Added |
| Kapitalo Investimentos Ltda | 3,381 | $120.8K | 0.04% | +3,381 | New |
| Icon Wealth Partners, LLC | 3,073 | $109.8K | 0.01% | +3,073 | New |
| Acadian Asset Management LLC | 3,073 | $109.0K | 0.00% | +3,073 | New |
| Fifth Third Bancorp | 3,000 | $107.2K | 0.00% | +500+20.0% | Added |
| IFP Advisors, Inc | 1,969 | $91.8K | 0.00% | −2,869−59.3% | Reduced |
| Walleye Capital LLC | 2,240 | $80.1K | 0.00% | −23,814−91.4% | Reduced |
| American International Group, Inc. | 2,046 | $73.1K | 0.00% | −60−2.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,937 | $69.2K | 0.02% | +494+34.2% | Added |
| CWM, LLC | 1,922 | $69.0K | 0.00% | +85+4.6% | Added |
| Itau Unibanco Holding S.A. | 1,842 | $65.8K | 0.00% | −6−0.3% | Reduced |
| Values First Advisors, Inc. | 1,594 | $57.0K | 0.04% | +1,594 | New |
| First Manhattan Co | 1,550 | $55.4K | 0.00% | −425−21.5% | Reduced |
| Twin Lakes Capital Management, LLC | 1,500 | $53.6K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,378 | $49.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,339 | $47.9K | 0.00% | +1,339 | New |
| New England Capital Financial Advisors LLC | 1,300 | $46.5K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,281 | $45.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,203 | $43.0K | 0.00% | +1,001+495.5% | Added |
| United Community Bank | 1,131 | $40.4K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,019 | $36.0K | 0.00% | −3,351−76.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 934 | $33.4K | 0.00% | +593+173.9% | Added |
| Harbour Investments, Inc. | 900 | $32.2K | 0.00% | −310−25.6% | Reduced |
| Ronald Blue Trust, Inc. | 849 | $32.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 850 | $30.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 793 | $28.3K | 0.00% | −4−0.5% | Reduced |
| Glassman Wealth Services | 737 | $26.3K | 0.00% | +4+0.5% | Added |
| Institutional & Family Asset Management, LLC | 736 | $26.3K | 0.00% | −38−4.9% | Reduced |
| Parallel Advisors, LLC | 671 | $24.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 660 | $23.6K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 590 | $21.1K | 0.00% | +343+138.9% | Added |
| Daiwa Securities Group Inc. | 571 | $20.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 548 | $19.6K | 0.00% | −60−9.9% | Reduced |
| Advisory Services Network, LLC | 519 | $18.5K | 0.00% | −97−15.7% | Reduced |
| AlphaMark Advisors, LLC | 500 | $18.0K | 0.01% | −50−9.1% | 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 |
| Fred Alger Management, LLC | 499 | $17.8K | 0.00% | −189,854−99.7% | Reduced |
| Riverview Trust Co | 476 | $17.0K | 0.02% | 00.0% | Unchanged |
| Advent Capital Management | 464 | $16.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 400 | $14.3K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 399 | $14.3K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 400 | $14.0K | 0.00% | −879−68.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 324 | $11.6K | 0.00% | +11+3.5% | Added |
| Covestor Ltd | 248 | $9.00K | 0.01% | +2+0.8% | Added |
| Lindbrook Capital, LLC | 240 | $8.58K | 0.00% | +125+108.7% | Added |
| Signaturefd, LLC | 222 | $7.93K | 0.00% | −9−3.9% | Reduced |
| Spire Wealth Management | 210 | $7.50K | 0.00% | +85+68.0% | Added |
| AllSquare Wealth Management LLC | 198 | $7.08K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 191 | $6.83K | 0.00% | +191 | New |
| Clearstead Advisors, LLC | 185 | $6.61K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 161 | $5.75K | 0.00% | −26−13.9% | Reduced |
| Farther Finance Advisors, LLC | 156 | $5.58K | 0.00% | −3−1.9% | Reduced |
| Pacifica Partners Inc. | 150 | $5.57K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 146 | $5.00K | 0.00% | −198−57.6% | Reduced |
| Salem Investment Counselors Inc | 123 | $4.40K | 0.00% | +123 | New |
| GPS Wealth Strategies Group, LLC | 119 | $4.25K | 0.00% | +119 | New |
| Bell Investment Advisors, Inc | 102 | $3.65K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 101 | $3.61K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 97 | $3.47K | 0.00% | +96+9,600.0% | Added |
| SRS Capital Advisors, Inc. | 89 | $3.18K | 0.00% | +74+493.3% | Added |
| Bogart Wealth, LLC | 85 | $3.04K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 82 | $2.86K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $2.75K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $2.57K | 0.00% | −72−50.0% | Reduced |
| Abound Wealth Management | 67 | $2.40K | 0.00% | +67 | New |
| Parkside Financial Bank & Trust | 62 | $2.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $2.21K | 0.00% | −16−20.5% | Reduced |
| Johnson Midwest Financial, LLC | 59 | $2.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $2.01K | 0.00% | +7+13.7% | Added |
| Centerpoint Advisors, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 52 | $2.00K | 0.00% | +27+108.0% | Added |
| Leonteq Securities AG | 55 | $1.97K | 0.00% | −468−89.5% | Reduced |
| Blume Capital Management, Inc. | 55 | $1.97K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 49 | $1.75K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 40 | $1.43K | 0.00% | +40 | New |
| Orion Capital Management LLC | 38 | $1.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $1.29K | 0.00% | 00.0% | Unchanged |