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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 4,002 | $202.5K | 0.00% | +4,002 | New |
| Cetera Advisor Networks LLC | 4,081 | $206.5K | 0.00% | −357−8.0% | Reduced |
| Regions Financial Corp | 4,085 | $206.7K | 0.00% | +4,085 | New |
| Berkshire Asset Management LLC | 4,180 | $211.5K | 0.01% | +4,180 | New |
| Checchi Capital Advisers, LLC | 4,234 | $214.2K | 0.02% | +4,234 | New |
| AQR Capital Management LLC | 4,300 | $214.3K | 0.00% | +4,300 | New |
| Prudential Financial Inc | 4,269 | $216.0K | 0.00% | +4,269 | New |
| Level Four Advisory Services, LLC | 4,302 | $217.6K | 0.01% | +4,302 | New |
| MML Investors Services, LLC | 4,324 | $219.0K | 0.00% | +4,324 | New |
| Koss-Olinger Consulting, LLC | 4,539 | $230.0K | 0.02% | −13,368−74.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,617 | $233.6K | 0.13% | −5−0.1% | Reduced |
| Mercer Global Advisors Inc | 4,676 | $237.0K | 0.00% | −420−8.2% | Reduced |
| Prospera Financial Services Inc | 4,698 | $237.7K | 0.01% | −55−1.2% | Reduced |
| Vident Advisory, LLC | 4,930 | $249.4K | 0.01% | −656−11.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,000 | $252.9K | 0.03% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 5,019 | $253.9K | 0.33% | +5,019 | New |
| Kestra Advisory Services, LLC | 5,040 | $255.0K | 0.00% | +62+1.2% | Added |
| Buckingham Strategic Wealth, LLC | 5,170 | $261.6K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 5,188 | $263.0K | 0.00% | +376+7.8% | Added |
| Dynamic Technology Lab Private Ltd | 5,273 | $267.0K | 0.03% | +5,273 | New |
| Capital Wealth Planning, LLC | 5,408 | $273.6K | 0.00% | +5,408 | New |
| Legato Capital Management LLC | 5,455 | $276.0K | 0.04% | +5,455 | New |
| Perkins Capital Management Inc | 5,550 | $281.0K | 0.24% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 5,592 | $282.9K | 0.00% | −177−3.1% | Reduced |
| Ci Investments Inc. | 5,588 | $283.0K | 0.00% | +3,064+121.4% | Added |
| Kapitalo Investimentos Ltda | 5,714 | $289.1K | 0.06% | +5,714 | New |
| Weiss Asset Management LP | 5,874 | $297.2K | 0.02% | +5,874 | New |
| SG Americas Securities, LLC | 6,129 | $310.0K | 0.00% | −35,442−85.3% | Reduced |
| Aquatic Capital Management LLC | 6,400 | $324.0K | 0.01% | +6,400 | New |
| Sectoral Asset Management Inc | 6,480 | $327.8K | 0.14% | +6,480 | New |
| Virtus ETF Advisers LLC | 6,548 | $331.3K | 0.21% | −909−12.2% | Reduced |
| Lazard Asset Management LLC | 6,641 | $335.0K | 0.00% | +84+1.3% | Added |
| Baird Financial Group, Inc. | 6,689 | $338.4K | 0.00% | −85−1.3% | Reduced |
| Sherbrooke Park Advisers LLC | 6,789 | $343.5K | 0.16% | +1,851+37.5% | Added |
| Castle Rock Wealth Management, LLC | 6,972 | $351.5K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,989 | $353.6K | 0.01% | −1,099−13.6% | Reduced |
| Wrapmanager Inc | 7,404 | $374.6K | 0.11% | −123−1.6% | Reduced |
| MetLife Investment Management | 7,817 | $395.5K | 0.00% | −109−1.4% | Reduced |
| Utah Retirement Systems | 7,900 | $399.7K | 0.01% | +200+2.6% | Added |
| Stephens Inc | 7,955 | $402.4K | 0.01% | +470+6.3% | Added |
| Handelsinvest Investeringsforvaltning | 8,033 | $406.0K | 0.17% | +8,033 | New |
| Vontobel Holding Ltd. | 8,210 | $415.3K | 0.00% | −6−0.1% | Reduced |
| JustInvest LLC | 8,342 | $422.0K | 0.01% | +1,564+23.1% | Added |
| The PNC Financial Services Group, Inc. | 8,378 | $423.8K | 0.00% | +202+2.5% | Added |
| AtonRa Partners | 8,396 | $424.8K | 0.85% | −933−10.0% | Reduced |
| Midwest Professional Planners, LTD. | 8,519 | $431.0K | 0.17% | +694+8.9% | Added |
| NEOS Investment Management LLC | 8,906 | $450.6K | 0.04% | +8,906 | New |
| PEAK6 Investments LLC | 9,001 | $455.4K | 0.02% | +2,499+38.4% | Added |
| ProShare Advisors LLC | 9,167 | $463.8K | 0.00% | −203−2.2% | Reduced |
| Fox Run Management, L.L.C. | 9,271 | $469.0K | 0.12% | +9,271 | New |
| Fifth Third Bancorp | 9,282 | $469.6K | 0.00% | +6,782+271.3% | Added |
| Wolverine Trading, LLC | 9,495 | $480.4K | 0.00% | +9,495 | New |
| Simplex Trading, LLC | 9,545 | $482.0K | 0.02% | +9,545 | New |
| Teza Capital Management LLC | 9,733 | $492.4K | 0.08% | +9,733 | New |
| Nicollet Investment Management, Inc. | 9,776 | $495.0K | 0.20% | +1,108+12.8% | Added |
| E Fund Management Co., Ltd. | 9,865 | $499.1K | 0.03% | −1,231−11.1% | Reduced |
| Truist Financial Corp | 9,965 | $504.1K | 0.00% | +9,965 | New |
| Point72 Middle East FZE | 9,983 | $505.0K | 0.04% | −8,330−45.5% | Reduced |
| Captrust Financial Advisors | 10,108 | $511.4K | 0.00% | −158−1.5% | Reduced |
| Oppenheimer Asset Management Inc. | 10,549 | $533.7K | 0.01% | −419−3.8% | Reduced |
| Maryland State Retirement & Pension System | 10,950 | $554.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,034 | $558.0K | 0.00% | +4,387+66.0% | Added |
| HighTower Advisors, LLC | 11,086 | $560.0K | 0.00% | −18−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,146 | $563.9K | 0.00% | −21−0.2% | Reduced |
| Plancorp, LLC | 11,155 | $564.3K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 11,476 | $580.6K | 0.18% | +2,581+29.0% | Added |
| Brown Advisory Inc | 11,544 | $584.0K | 0.00% | −181−1.5% | Reduced |
| Gsa Capital Partners LLP | 11,680 | $591.0K | 0.05% | +11,680 | New |
| US Bancorp | 11,935 | $603.8K | 0.00% | −1,423−10.7% | Reduced |
| Pathstone Holdings, LLC | 11,882 | $611.2K | 0.00% | +11,882 | New |
| Sawtooth Solutions, LLC | 12,239 | $619.2K | 0.02% | +41+0.3% | Added |
| Bleakley Financial Group, LLC | 12,239 | $619.2K | 0.02% | +41+0.3% | Added |
| Granite Bay Wealth Management, LLC | 13,579 | $626.0K | 0.01% | −34,000−71.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,476 | $631.2K | 0.01% | −524−4.0% | Reduced |
| Graham Capital Management, L.P. | 12,525 | $633.6K | 0.02% | −1,963−13.5% | Reduced |
| Quantbot Technologies LP | 12,703 | $642.6K | 0.04% | +12,503+6,251.5% | Added |
| Chartwell Investment Partners, LLC | 12,982 | $657.0K | 0.02% | +12,982 | New |
| American Century Companies Inc | 13,216 | $668.6K | 0.00% | +234+1.8% | Added |
| Martingale Asset Management L P | 13,312 | $673.5K | 0.01% | −722−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,647 | $690.4K | 0.00% | +1,390+11.3% | Added |
| North Star Asset Management Inc | 13,650 | $690.6K | 0.04% | +10+0.1% | Added |
| Franklin Resources Inc | 13,705 | $693.3K | 0.00% | +5,256+62.2% | Added |
| Westmount Partners, LLC | 13,872 | $701.8K | 0.29% | +410+3.0% | Added |
| Neuberger Berman Group LLC | 13,998 | $708.2K | 0.00% | −1,536−9.9% | Reduced |
| Bard Financial Services, Inc. | 14,100 | $713.3K | 0.08% | −11,450−44.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,118 | $714.0K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 14,225 | $719.6K | 0.47% | +14,225 | New |
| Tanaka Capital Management Inc | 14,612 | $739.0K | 1.81% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,404 | $779.3K | 0.04% | +10,060+188.2% | Added |
| Calamos Advisors LLC | 16,379 | $828.6K | 0.00% | +16,379 | New |
| Public Employees Retirement Association of Colorado | 16,574 | $838.0K | 0.00% | −1,332−7.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,598 | $839.7K | 0.16% | +12,928+352.3% | Added |
| Blair William & Co | 16,628 | $841.2K | 0.00% | +284+1.7% | Added |
| Xponance, Inc. | 16,693 | $844.5K | 0.01% | −1,143−6.4% | Reduced |
| NBT Bank N A | 17,050 | $862.6K | 0.07% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,313 | $875.0K | 0.00% | +1,394+8.8% | Added |
| Algert Global LLC | 17,412 | $880.9K | 0.04% | −28,110−61.8% | Reduced |
| Advisor Group Holdings, Inc. | 18,910 | $956.4K | 0.00% | +7,462+65.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 19,050 | $963.7K | 0.00% | +19,050 | New |
| Point72 Hong Kong Ltd | 20,015 | $1.01M | 0.06% | +20,015 | New |