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, Q4 2023
Institutional positions in Ionis Pharmaceuticals Inc as of Dec 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
- 365
- +57 vs. Q3 2023
- Shares held
- 142.5M
- +2.89M (+2.1%) vs. Q3 2023
- Total value
- $7.21B
- +$870.9M (+13.7%) vs. Q3 2023
- New holders
- 85
- 108 more added
- Sold out
- 28
- 116 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $51 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 2 | $101 | 0.00% | −4−66.7% | Reduced |
| Tucker Asset Management LLC | 3 | $152 | 0.00% | +3 | New |
| Fairfield, Bush & Co. | 4 | $202 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $253 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $354 | 0.00% | +7 | New |
| JNBA Financial Advisors | 7 | $355 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $506 | 0.00% | +10 | New |
| Retirement Group, LLC | 11 | $556 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $708 | 0.00% | +14 | New |
| Focused Wealth Management, Inc | 16 | $809 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $961 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $961 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $1.00K | 0.00% | +25 | New |
| Front Row Advisors LLC | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 20 | $1.01K | 0.00% | +20 | New |
| Quent Capital, LLC | 21 | $1.06K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $1.52K | 0.00% | +30 | New |
| Orion Capital Management LLC | 38 | $1.92K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 50 | $2.53K | 0.00% | +50 | New |
| Blume Capital Management, Inc. | 55 | $2.78K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 58 | $2.94K | 0.00% | +58 | New |
| Versant Capital Management, Inc | 59 | $2.98K | 0.00% | −7−10.6% | Reduced |
| Bessemer Group Inc | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $3.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $3.59K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $3.64K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 82 | $3.97K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 80 | $4.05K | 0.00% | +80 | New |
| Dynamic Wealth Strategies, LLC | 80 | $4.05K | 0.00% | +80 | New |
| SRS Capital Advisors, Inc. | 84 | $4.25K | 0.00% | +44+110.0% | Added |
| Bogart Wealth, LLC | 85 | $4.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 91 | $4.64K | 0.00% | +33+56.9% | Added |
| Creekmur Asset Management LLC | 100 | $5.06K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 109 | $5.51K | 0.00% | +64+142.2% | Added |
| Garner Asset Management Corp | 115 | $5.72K | 0.00% | +115 | New |
| Sachetta, LLC | 115 | $5.82K | 0.00% | +115 | New |
| Ronald Blue Trust, Inc. | 137 | $6.00K | 0.00% | −712−83.9% | Reduced |
| Colonial Trust Co | 120 | $6.06K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 125 | $6.37K | 0.00% | −85−40.5% | Reduced |
| Walleye Trading LLC | 148 | $7.49K | 0.00% | +148 | New |
| Pacifica Partners Inc. | 150 | $7.50K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 198 | $10.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 200 | $10.1K | 0.01% | −1,300−86.7% | Reduced |
| SYSTM Wealth Solutions LLC | 204 | $10.3K | 0.00% | +204 | New |
| Covestor Ltd | 243 | $12.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $12.6K | 0.00% | −250−50.0% | Reduced |
| Washington Trust Advisors, Inc. | 258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 271 | $13.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 289 | $14.6K | 0.00% | +90+45.2% | Added |
| Advisors Asset Management, Inc. | 303 | $15.3K | 0.00% | +303 | New |
| EverSource Wealth Advisors, LLC | 340 | $17.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 341 | $17.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 367 | $18.6K | 0.00% | +257+233.6% | Added |
| Lindbrook Capital, LLC | 393 | $19.9K | 0.00% | +85+27.6% | Added |
| Banque Cantonale Vaudoise | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $20.2K | 0.00% | +400 | New |
| Whittier Trust Co | 462 | $23.4K | 0.00% | +453+5,033.3% | Added |
| Global Trust Asset Management, LLC | 474 | $24.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 481 | $24.3K | 0.00% | −25−4.9% | Reduced |
| AlphaMark Advisors, LLC | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 495 | $25.0K | 0.00% | +310+167.6% | Added |
| Pingora Partners LLC | 500 | $25.3K | 0.02% | +500 | New |
| Signaturefd, LLC | 501 | $25.3K | 0.00% | +135+36.9% | Added |
| GAMMA Investing LLC | 500 | $25.7K | 0.01% | +500 | New |
| Advisory Services Network, LLC | 519 | $26.3K | 0.00% | +519 | New |
| Allspring Global Investments Holdings, LLC | 555 | $28.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 565 | $28.6K | 0.00% | −106−15.8% | Reduced |
| Farther Finance Advisors, LLC | 569 | $28.8K | 0.00% | +329+137.1% | Added |
| Daiwa Securities Group Inc. | 587 | $30.0K | 0.00% | +72+14.0% | Added |
| Laurel Wealth Advisors LLC | 600 | $30.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 671 | $33.9K | 0.00% | +83+14.1% | Added |
| Tennessee Valley Asset Management Partners | 673 | $34.0K | 0.01% | +673 | New |
| Glassman Wealth Services | 686 | $34.7K | 0.00% | −53−7.2% | Reduced |
| Global X Japan Co., Ltd. | 716 | $36.2K | 0.02% | +716 | New |
| Institutional & Family Asset Management, LLC | 729 | $36.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 776 | $39.3K | 0.00% | −125−13.9% | Reduced |
| nVerses Capital, LLC | – | $40.5K | 0.11% | – | New |
| Archer Investment Corp | 850 | $43.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 878 | $44.4K | 0.04% | +878 | New |
| Harbour Investments, Inc. | 900 | $45.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,018 | $51.5K | 0.00% | +700+220.1% | Added |
| IFP Advisors, Inc | 1,070 | $54.1K | 0.00% | −71−6.2% | Reduced |
| Itau Unibanco Holding S.A. | 1,429 | $72.3K | 0.00% | −378−20.9% | Reduced |
| Twin Lakes Capital Management, LLC | 1,500 | $75.9K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,927 | $97.5K | 0.00% | +28+1.5% | Added |
| GWM Advisors LLC | 2,088 | $105.6K | 0.00% | +974+87.4% | Added |
| CWM, LLC | 2,197 | $111.0K | 0.00% | −9−0.4% | Reduced |
| American International Group, Inc. | 2,237 | $113.2K | 0.00% | −61−2.7% | Reduced |
| Torno Capital, LLC | 2,500 | $126.5K | 0.13% | +2,500 | New |
| Icon Wealth Advisors, LLC | 2,537 | $128.3K | 0.01% | +2,537 | New |
| KBC Group NV | 2,669 | $135.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,878 | $145.6K | 0.00% | +2,878 | New |
| Tower Research Capital LLC (TRC) | 3,360 | $170.0K | 0.00% | +2,464+275.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,693 | $190.5K | 0.00% | −1,502−28.9% | Reduced |