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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 6,645 | $272.6K | 0.00% | −257−3.7% | Reduced |
| Midwest Professional Planners, LTD. | 6,593 | $270.5K | 0.12% | +6,593 | New |
| Baird Financial Group, Inc. | 6,589 | $270.3K | 0.00% | −194−2.9% | Reduced |
| Seven Eight Capital, LP | 6,178 | $253.5K | 0.04% | +6,178 | New |
| MML Investors Services, LLC | 5,956 | $244.0K | 0.00% | +5,956 | New |
| Tower Research Capital LLC (TRC) | 5,888 | $241.6K | 0.01% | −9,231−61.1% | Reduced |
| Perkins Capital Management Inc | 5,650 | $232.0K | 0.20% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,615 | $230.4K | 0.01% | −389−6.5% | Reduced |
| HRT Financial LP | 5,483 | $224.0K | 0.00% | +5,483 | New |
| Mercer Global Advisors Inc | 5,363 | $220.0K | 0.00% | +5,363 | New |
| Voloridge Investment Management, LLC | 5,348 | $219.4K | 0.00% | +5,348 | New |
| Arden Trust Co | 5,254 | $215.0K | 0.04% | −4,907−48.3% | Reduced |
| Kestra Advisory Services, LLC | 5,198 | $213.3K | 0.00% | +5,198 | New |
| Cetera Advisor Networks LLC | 5,175 | $212.3K | 0.00% | +5,175 | New |
| M&T Bank Corp | 5,160 | $211.7K | 0.00% | +5,160 | New |
| Teza Capital Management LLC | 5,134 | $210.6K | 0.03% | +5,134 | New |
| Buckingham Strategic Wealth, LLC | 5,125 | $210.3K | 0.00% | +5,125 | New |
| Regions Financial Corp | 5,110 | $209.7K | 0.00% | +5,110 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,100 | $209.3K | 0.00% | +374+7.9% | Added |
| Lazard Asset Management LLC | 5,137 | $209.0K | 0.00% | −1,051−17.0% | Reduced |
| 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 |
| Ci Investments Inc. | 2,908 | $119.0K | 0.00% | +1,705+141.7% | Added |
| Icon Wealth Partners, LLC | 2,737 | $112.3K | 0.01% | −336−10.9% | Reduced |
| Fifth Third Bancorp | 2,500 | $102.6K | 0.00% | −500−16.7% | Reduced |
| American International Group, Inc. | 2,455 | $100.7K | 0.00% | +409+20.0% | Added |
| CWM, LLC | 2,228 | $91.0K | 0.00% | +306+15.9% | Added |
| China Universal Asset Management Co., Ltd. | 1,875 | $76.9K | 0.02% | −62−3.2% | Reduced |
| Itau Unibanco Holding S.A. | 1,815 | $74.5K | 0.00% | −27−1.5% | Reduced |
| Horizon Investments, LLC | 1,736 | $71.2K | 0.00% | +397+29.6% | Added |
| Twin Lakes Capital Management, LLC | 1,500 | $61.5K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,378 | $57.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,155 | $53.8K | 0.00% | −814−41.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,300 | $53.3K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,281 | $52.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 900 | $36.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 859 | $35.2K | 0.00% | +66+8.3% | Added |
| Archer Investment Corp | 850 | $34.9K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 775 | $31.8K | 0.00% | −775−50.0% | Reduced |
| Glassman Wealth Services | 739 | $30.3K | 0.00% | +2+0.3% | Added |
| Ronald Blue Trust, Inc. | 849 | $30.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 729 | $29.9K | 0.00% | −7−1.0% | Reduced |
| Parallel Advisors, LLC | 711 | $29.2K | 0.00% | +40+6.0% | Added |
| Laurel Wealth Advisors LLC | 600 | $24.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $24.1K | 0.00% | −2−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 555 | $22.8K | 0.00% | −376,656−99.9% | Reduced |
| Daiwa Securities Group Inc. | 515 | $21.0K | 0.00% | −56−9.8% | Reduced |
| AlphaMark Advisors, LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $20.5K | 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 |
| Global Trust Asset Management, LLC | 399 | $16.4K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 360 | $14.8K | 0.00% | +360 | New |
| Lindbrook Capital, LLC | 346 | $14.2K | 0.00% | +106+44.2% | Added |
| Whittier Trust Co of Nevada Inc | 341 | $14.0K | 0.00% | −593−63.5% | Reduced |
| EverSource Wealth Advisors, LLC | 340 | $13.9K | 0.00% | +340 | New |
| Storebrand Asset Management AS | 271 | $11.1K | 0.00% | −11,370−97.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 266 | $10.9K | 0.00% | −58−17.9% | Reduced |
| Washington Trust Advisors, Inc. | 258 | $10.6K | 0.00% | −402−60.9% | Reduced |
| Farther Finance Advisors, LLC | 247 | $10.1K | 0.00% | +91+58.3% | Added |
| Covestor Ltd | 246 | $10.0K | 0.01% | −2−0.8% | Reduced |
| Spire Wealth Management | 210 | $8.62K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 200 | $8.21K | 0.00% | +200 | New |
| Huntington National Bank | 199 | $8.16K | 0.00% | +102+105.2% | Added |
| AllSquare Wealth Management LLC | 198 | $8.03K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 185 | $7.59K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 184 | $7.55K | 0.00% | +65+54.6% | Added |
| Carolinas Wealth Consulting LLC | 161 | $6.61K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $6.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 120 | $4.93K | 0.00% | +38+46.3% | Added |
| Private Trust Co NA | 110 | $4.51K | 0.00% | +107+3,566.7% | Added |
| Bell Investment Advisors, Inc | 102 | $4.19K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 101 | $4.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 98 | $4.02K | 0.00% | +9+10.1% | Added |
| Bogart Wealth, LLC | 85 | $3.49K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $3.16K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $2.95K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 69 | $2.83K | 0.00% | +69 | New |
| Versant Capital Management, Inc | 66 | $2.71K | 0.00% | +4+6.5% | Added |
| Massmutual Trust Co FSB | 63 | $2.58K | 0.00% | +27+75.0% | Added |
| Parkside Financial Bank & Trust | 62 | $2.54K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 59 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $2.38K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 55 | $2.26K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 49 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $1.85K | 0.00% | +45 | New |
| Plante Moran Financial Advisors, LLC | 40 | $1.64K | 0.00% | +40 | New |
| CVA Family Office, LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.15K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $861 | 0.00% | +13+162.5% | Added |
| Rosenberg Matthew Hamilton | 20 | $821 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $780 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16 | $656 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $451 | 0.00% | 00.0% | Unchanged |