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, Q2 2023
Institutional positions in Ionis Pharmaceuticals Inc as of Jun 30, 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
- 305
- −10 vs. Q1 2023
- Shares held
- 136.5M
- +5.40M (+4.1%) vs. Q1 2023
- Total value
- $5.60B
- +$907.9M (+19.3%) vs. Q1 2023
- New holders
- 33
- 97 more added
- Sold out
- 43
- 111 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 538 | $6 | 0.00% | +538 | New |
| Fairfield, Bush & Co. | 4 | $164 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 6 | $246 | 0.00% | −7−53.8% | Reduced |
| Retirement Group, LLC | 11 | $451 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 11 | $451 | 0.00% | +11 | New |
| Focused Wealth Management, Inc | 16 | $656 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $780 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $821 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $861 | 0.00% | +13+162.5% | Added |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $1.64K | 0.00% | +40 | New |
| Cornerstone Planning Group LLC | 45 | $1.85K | 0.00% | +45 | New |
| Bessemer Group Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 49 | $2.01K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 55 | $2.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $2.38K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 59 | $2.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $2.54K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $2.58K | 0.00% | +27+75.0% | Added |
| Versant Capital Management, Inc | 66 | $2.71K | 0.00% | +4+6.5% | Added |
| Stonebridge Capital Advisors LLC | 69 | $2.83K | 0.00% | +69 | New |
| Raleigh Capital Management Inc. | 72 | $2.95K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 85 | $3.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 98 | $4.02K | 0.00% | +9+10.1% | Added |
| Umb Bank N A | 101 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $4.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 110 | $4.51K | 0.00% | +107+3,566.7% | Added |
| Colonial Trust Co | 120 | $4.93K | 0.00% | +38+46.3% | Added |
| Pacifica Partners Inc. | 150 | $6.33K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 161 | $6.61K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 184 | $7.55K | 0.00% | +65+54.6% | Added |
| Clearstead Advisors, LLC | 185 | $7.59K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 198 | $8.03K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 199 | $8.16K | 0.00% | +102+105.2% | Added |
| Quantbot Technologies LP | 200 | $8.21K | 0.00% | +200 | New |
| Spire Wealth Management | 210 | $8.62K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 246 | $10.0K | 0.01% | −2−0.8% | Reduced |
| Farther Finance Advisors, LLC | 247 | $10.1K | 0.00% | +91+58.3% | Added |
| Washington Trust Advisors, Inc. | 258 | $10.6K | 0.00% | −402−60.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 266 | $10.9K | 0.00% | −58−17.9% | Reduced |
| Storebrand Asset Management AS | 271 | $11.1K | 0.00% | −11,370−97.7% | Reduced |
| EverSource Wealth Advisors, LLC | 340 | $13.9K | 0.00% | +340 | New |
| Whittier Trust Co of Nevada Inc | 341 | $14.0K | 0.00% | −593−63.5% | Reduced |
| Lindbrook Capital, LLC | 346 | $14.2K | 0.00% | +106+44.2% | Added |
| HM Payson & Co | 360 | $14.8K | 0.00% | +360 | New |
| Banque Cantonale Vaudoise | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 399 | $16.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 476 | $19.5K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 476 | $19.5K | 0.00% | +254+114.4% | Added |
| Riggs Asset Managment Co. Inc. | 500 | $20.5K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 515 | $21.0K | 0.00% | −56−9.8% | Reduced |
| AlphaMark Advisors, LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 555 | $22.8K | 0.00% | −376,656−99.9% | Reduced |
| Quadrant Capital Group LLC | 588 | $24.1K | 0.00% | −2−0.3% | Reduced |
| Laurel Wealth Advisors LLC | 600 | $24.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 711 | $29.2K | 0.00% | +40+6.0% | Added |
| Institutional & Family Asset Management, LLC | 729 | $29.9K | 0.00% | −7−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 849 | $30.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 739 | $30.3K | 0.00% | +2+0.3% | Added |
| First Manhattan Co | 775 | $31.8K | 0.00% | −775−50.0% | Reduced |
| Archer Investment Corp | 850 | $34.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 859 | $35.2K | 0.00% | +66+8.3% | Added |
| Harbour Investments, Inc. | 900 | $36.9K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,281 | $52.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,300 | $53.3K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,155 | $53.8K | 0.00% | −814−41.3% | Reduced |
| KBC Group NV | 1,378 | $57.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,500 | $61.5K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,736 | $71.2K | 0.00% | +397+29.6% | Added |
| Itau Unibanco Holding S.A. | 1,815 | $74.5K | 0.00% | −27−1.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,875 | $76.9K | 0.02% | −62−3.2% | Reduced |
| CWM, LLC | 2,228 | $91.0K | 0.00% | +306+15.9% | Added |
| American International Group, Inc. | 2,455 | $100.7K | 0.00% | +409+20.0% | Added |
| Fifth Third Bancorp | 2,500 | $102.6K | 0.00% | −500−16.7% | Reduced |
| Icon Wealth Partners, LLC | 2,737 | $112.3K | 0.01% | −336−10.9% | Reduced |
| Ci Investments Inc. | 2,908 | $119.0K | 0.00% | +1,705+141.7% | Added |
| Beaird Harris Wealth Management, LLC | 5,000 | $205.2K | 0.02% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 5,000 | $205.2K | 0.00% | +5,000 | New |
| Lazard Asset Management LLC | 5,137 | $209.0K | 0.00% | −1,051−17.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,100 | $209.3K | 0.00% | +374+7.9% | Added |
| Regions Financial Corp | 5,110 | $209.7K | 0.00% | +5,110 | New |
| Buckingham Strategic Wealth, LLC | 5,125 | $210.3K | 0.00% | +5,125 | New |
| Teza Capital Management LLC | 5,134 | $210.6K | 0.03% | +5,134 | New |
| M&T Bank Corp | 5,160 | $211.7K | 0.00% | +5,160 | New |
| Cetera Advisor Networks LLC | 5,175 | $212.3K | 0.00% | +5,175 | New |
| Kestra Advisory Services, LLC | 5,198 | $213.3K | 0.00% | +5,198 | New |
| Arden Trust Co | 5,254 | $215.0K | 0.04% | −4,907−48.3% | Reduced |
| Voloridge Investment Management, LLC | 5,348 | $219.4K | 0.00% | +5,348 | New |
| Mercer Global Advisors Inc | 5,363 | $220.0K | 0.00% | +5,363 | New |
| HRT Financial LP | 5,483 | $224.0K | 0.00% | +5,483 | New |
| National Asset Management, Inc. | 5,615 | $230.4K | 0.01% | −389−6.5% | Reduced |
| Perkins Capital Management Inc | 5,650 | $232.0K | 0.20% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,888 | $241.6K | 0.01% | −9,231−61.1% | Reduced |
| MML Investors Services, LLC | 5,956 | $244.0K | 0.00% | +5,956 | New |