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, Q3 2023
Institutional positions in Ionis Pharmaceuticals Inc as of Sep 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
- 312
- +12 vs. Q2 2023
- Shares held
- 139.7M
- +6.44M (+4.8%) vs. Q2 2023
- Total value
- $6.35B
- +$878.1M (+16.1%) vs. Q2 2023
- New holders
- 39
- 101 more added
- Sold out
- 27
- 103 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 5 | $227 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 6 | $272 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $318 | 0.00% | +7 | New |
| Whittier Trust Co | 9 | $408 | 0.00% | +9 | New |
| Retirement Group, LLC | 11 | $499 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16 | $726 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $861 | 0.00% | +19 | New |
| Key Financial Inc | 19 | $862 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $907 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $907 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 38 | $1.72K | 0.00% | +38 | New |
| SRS Capital Advisors, Inc. | 40 | $1.81K | 0.00% | −58−59.2% | Reduced |
| Bessemer Group Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $2.04K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 49 | $2.22K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 55 | $2.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $2.53K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 59 | $2.68K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $2.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $2.99K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $3.04K | 0.00% | +4+6.3% | Added |
| Bell Investment Advisors, Inc | 71 | $3.22K | 0.00% | −31−30.4% | Reduced |
| Raleigh Capital Management Inc. | 72 | $3.27K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $3.49K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 82 | $3.84K | 0.00% | +82 | New |
| Bogart Wealth, LLC | 85 | $3.86K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 100 | $4.54K | 0.00% | +100 | New |
| Umb Bank N A | 101 | $4.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 120 | $4.85K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 110 | $4.99K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 130 | $5.90K | 0.00% | +130 | New |
| Pacifica Partners Inc. | 150 | $7.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 161 | $7.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 185 | $8.39K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 198 | $8.98K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 198 | $8.98K | 0.00% | +14+7.6% | Added |
| Huntington National Bank | 199 | $9.03K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 200 | $9.07K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 210 | $9.53K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 240 | $10.9K | 0.00% | −7−2.8% | Reduced |
| Covestor Ltd | 243 | $11.0K | 0.01% | −3−1.2% | Reduced |
| Washington Trust Advisors, Inc. | 258 | $11.7K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 271 | $12.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 308 | $14.0K | 0.00% | −38−11.0% | Reduced |
| Group One Trading, L.P. | 318 | $14.4K | 0.00% | +318 | New |
| EverSource Wealth Advisors, LLC | 340 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 341 | $15.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 366 | $16.6K | 0.00% | −110−23.1% | Reduced |
| Banque Cantonale Vaudoise | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 474 | $21.5K | 0.01% | +75+18.8% | Added |
| Riverview Trust Co | 476 | $21.6K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $22.7K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 506 | $23.0K | 0.00% | +240+90.2% | Added |
| AlphaMark Advisors, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 515 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 555 | $25.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $26.7K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 600 | $27.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 671 | $30.4K | 0.00% | −40−5.6% | Reduced |
| Institutional & Family Asset Management, LLC | 729 | $33.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 739 | $33.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 849 | $35.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 850 | $38.6K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 850 | $38.6K | 0.03% | +850 | New |
| Tower Research Capital LLC (TRC) | 896 | $40.6K | 0.00% | −4,992−84.8% | Reduced |
| Harbour Investments, Inc. | 900 | $40.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 901 | $40.9K | 0.00% | +42+4.9% | Added |
| GWM Advisors LLC | 1,114 | $50.5K | 0.00% | +1,093+5,204.8% | Added |
| IFP Advisors, Inc | 1,141 | $51.8K | 0.00% | −14−1.2% | Reduced |
| Twin Lakes Capital Management, LLC | 1,500 | $68.0K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 1,500 | $68.0K | 0.04% | +1,500 | New |
| Itau Unibanco Holding S.A. | 1,807 | $82.0K | 0.00% | −8−0.4% | Reduced |
| Horizon Investments, LLC | 1,899 | $86.1K | 0.00% | +163+9.4% | Added |
| CWM, LLC | 2,206 | $100.0K | 0.00% | −22−1.0% | Reduced |
| American International Group, Inc. | 2,298 | $104.2K | 0.00% | −157−6.4% | Reduced |
| Fifth Third Bancorp | 2,500 | $113.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,524 | $114.0K | 0.00% | −384−13.2% | Reduced |
| KBC Group NV | 2,669 | $121.0K | 0.00% | +1,291+93.7% | Added |
| Icon Wealth Partners, LLC | 2,724 | $123.6K | 0.01% | −13−0.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,670 | $166.5K | 0.05% | +1,795+95.7% | Added |
| Toroso Investments, LLC | 4,427 | $200.8K | 0.01% | +4,427 | New |
| Cetera Advisor Networks LLC | 4,438 | $201.3K | 0.00% | −737−14.2% | Reduced |
| Wealthcare Advisory Partners LLC | 4,613 | $209.2K | 0.01% | +4,613 | New |
| Mitchell & Pahl Private Wealth, LLC | 4,622 | $209.7K | 0.12% | +4,622 | New |
| Prospera Financial Services Inc | 4,753 | $215.6K | 0.01% | +4,753 | New |
| Arden Trust Co | 4,792 | $217.4K | 0.04% | −462−8.8% | Reduced |
| M&T Bank Corp | 4,812 | $218.2K | 0.00% | −348−6.7% | Reduced |
| Sherbrooke Park Advisers LLC | 4,938 | $224.0K | 0.07% | +4,938 | New |
| Bridgefront Capital, LLC | 4,948 | $224.4K | 0.16% | +4,948 | New |
| Kestra Advisory Services, LLC | 4,978 | $225.8K | 0.00% | −220−4.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,000 | $226.8K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,096 | $231.0K | 0.00% | −267−5.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,170 | $234.5K | 0.00% | +45+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,195 | $235.6K | 0.00% | +95+1.9% | Added |
| Two Sigma Securities, LLC | 5,344 | $242.4K | 0.01% | +5,344 | New |
| Perkins Capital Management Inc | 5,550 | $252.0K | 0.25% | −100−1.8% | Reduced |
| Vident Advisory, LLC | 5,586 | $253.4K | 0.01% | +5,586 | New |