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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 7,700 | $349.3K | 0.00% | +200+2.7% | Added |
| Wrapmanager Inc | 7,527 | $341.4K | 0.11% | −466−5.8% | Reduced |
| Stephens Inc | 7,485 | $339.5K | 0.01% | −21−0.3% | Reduced |
| Virtus ETF Advisers LLC | 7,457 | $338.3K | 0.21% | −961−11.4% | Reduced |
| Castle Rock Wealth Management, LLC | 6,972 | $327.0K | 0.11% | −400−5.4% | Reduced |
| JustInvest LLC | 6,778 | $307.4K | 0.01% | −389−5.4% | Reduced |
| Baird Financial Group, Inc. | 6,774 | $307.3K | 0.00% | +185+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,647 | $302.0K | 0.00% | −827−11.1% | Reduced |
| Lazard Asset Management LLC | 6,557 | $296.0K | 0.00% | +1,420+27.6% | Added |
| PEAK6 Investments LLC | 6,502 | $294.9K | 0.01% | +6,502 | New |
| Massachusetts Financial Services Co | 5,769 | $261.7K | 0.00% | −20,760−78.3% | Reduced |
| Vident Advisory, LLC | 5,586 | $253.4K | 0.01% | +5,586 | New |
| Perkins Capital Management Inc | 5,550 | $252.0K | 0.25% | −100−1.8% | Reduced |
| Two Sigma Securities, LLC | 5,344 | $242.4K | 0.01% | +5,344 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,195 | $235.6K | 0.00% | +95+1.9% | Added |
| Buckingham Strategic Wealth, LLC | 5,170 | $234.5K | 0.00% | +45+0.9% | Added |
| Mercer Global Advisors Inc | 5,096 | $231.0K | 0.00% | −267−5.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,000 | $226.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,978 | $225.8K | 0.00% | −220−4.2% | Reduced |
| Bridgefront Capital, LLC | 4,948 | $224.4K | 0.16% | +4,948 | New |
| Sherbrooke Park Advisers LLC | 4,938 | $224.0K | 0.07% | +4,938 | New |
| M&T Bank Corp | 4,812 | $218.2K | 0.00% | −348−6.7% | Reduced |
| Arden Trust Co | 4,792 | $217.4K | 0.04% | −462−8.8% | Reduced |
| Prospera Financial Services Inc | 4,753 | $215.6K | 0.01% | +4,753 | New |
| Mitchell & Pahl Private Wealth, LLC | 4,622 | $209.7K | 0.12% | +4,622 | New |
| Wealthcare Advisory Partners LLC | 4,613 | $209.2K | 0.01% | +4,613 | New |
| Cetera Advisor Networks LLC | 4,438 | $201.3K | 0.00% | −737−14.2% | Reduced |
| Toroso Investments, LLC | 4,427 | $200.8K | 0.01% | +4,427 | New |
| China Universal Asset Management Co., Ltd. | 3,670 | $166.5K | 0.05% | +1,795+95.7% | Added |
| Icon Wealth Partners, LLC | 2,724 | $123.6K | 0.01% | −13−0.5% | Reduced |
| KBC Group NV | 2,669 | $121.0K | 0.00% | +1,291+93.7% | Added |
| Ci Investments Inc. | 2,524 | $114.0K | 0.00% | −384−13.2% | Reduced |
| Fifth Third Bancorp | 2,500 | $113.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,298 | $104.2K | 0.00% | −157−6.4% | Reduced |
| CWM, LLC | 2,206 | $100.0K | 0.00% | −22−1.0% | Reduced |
| Horizon Investments, LLC | 1,899 | $86.1K | 0.00% | +163+9.4% | Added |
| Itau Unibanco Holding S.A. | 1,807 | $82.0K | 0.00% | −8−0.4% | 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 |
| IFP Advisors, Inc | 1,141 | $51.8K | 0.00% | −14−1.2% | Reduced |
| GWM Advisors LLC | 1,114 | $50.5K | 0.00% | +1,093+5,204.8% | Added |
| Allworth Financial LP | 901 | $40.9K | 0.00% | +42+4.9% | Added |
| Harbour Investments, Inc. | 900 | $40.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 896 | $40.6K | 0.00% | −4,992−84.8% | Reduced |
| Archer Investment Corp | 850 | $38.6K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 850 | $38.6K | 0.03% | +850 | New |
| Ronald Blue Trust, Inc. | 849 | $35.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 739 | $33.5K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 729 | $33.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 671 | $30.4K | 0.00% | −40−5.6% | Reduced |
| Laurel Wealth Advisors LLC | 600 | $27.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $26.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 555 | $25.2K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 515 | $23.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 506 | $23.0K | 0.00% | +240+90.2% | Added |
| Riggs Asset Managment Co. Inc. | 500 | $22.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 476 | $21.6K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 474 | $21.5K | 0.01% | +75+18.8% | Added |
| Banque Cantonale Vaudoise | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 366 | $16.6K | 0.00% | −110−23.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 341 | $15.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 340 | $15.4K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 318 | $14.4K | 0.00% | +318 | New |
| Lindbrook Capital, LLC | 308 | $14.0K | 0.00% | −38−11.0% | Reduced |
| Storebrand Asset Management AS | 271 | $12.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 258 | $11.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 243 | $11.0K | 0.01% | −3−1.2% | Reduced |
| Farther Finance Advisors, LLC | 240 | $10.9K | 0.00% | −7−2.8% | Reduced |
| Spire Wealth Management | 210 | $9.53K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 200 | $9.07K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 199 | $9.03K | 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 |
| Clearstead Advisors, LLC | 185 | $8.39K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 161 | $7.13K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $7.03K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 130 | $5.90K | 0.00% | +130 | New |
| Private Trust Co NA | 110 | $4.99K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 120 | $4.85K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 101 | $4.58K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 100 | $4.54K | 0.00% | +100 | New |
| Bogart Wealth, LLC | 85 | $3.86K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 82 | $3.84K | 0.00% | +82 | New |
| Baker Avenue Asset Management, LP | 77 | $3.49K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $3.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $3.22K | 0.00% | −31−30.4% | Reduced |
| Massmutual Trust Co FSB | 67 | $3.04K | 0.00% | +4+6.3% | Added |
| Centerpoint Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $2.99K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $2.81K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 59 | $2.68K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $2.53K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 55 | $2.50K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 49 | $2.22K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 40 | $1.81K | 0.00% | −58−59.2% | Reduced |
| Orion Capital Management LLC | 38 | $1.72K | 0.00% | +38 | New |
| Kelly Financial Services LLC | 30 | $1.36K | 0.00% | 00.0% | Unchanged |