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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 481 | $24.3K | 0.00% | −25−4.9% | Reduced |
| Global Trust Asset Management, LLC | 474 | $24.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 462 | $23.4K | 0.00% | +453+5,033.3% | Added |
| ORG Partners LLC | 400 | $20.2K | 0.00% | +400 | New |
| Banque Cantonale Vaudoise | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 393 | $19.9K | 0.00% | +85+27.6% | Added |
| Private Trust Co NA | 367 | $18.6K | 0.00% | +257+233.6% | Added |
| Whittier Trust Co of Nevada Inc | 341 | $17.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 340 | $17.2K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 303 | $15.3K | 0.00% | +303 | New |
| Huntington National Bank | 289 | $14.6K | 0.00% | +90+45.2% | Added |
| Storebrand Asset Management AS | 271 | $13.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 258 | $13.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $12.6K | 0.00% | −250−50.0% | Reduced |
| Covestor Ltd | 243 | $12.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 204 | $10.3K | 0.00% | +204 | New |
| Quarry LP | 200 | $10.1K | 0.01% | −1,300−86.7% | Reduced |
| AllSquare Wealth Management LLC | 198 | $10.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $7.50K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 148 | $7.49K | 0.00% | +148 | New |
| Spire Wealth Management | 125 | $6.37K | 0.00% | −85−40.5% | Reduced |
| Colonial Trust Co | 120 | $6.06K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 137 | $6.00K | 0.00% | −712−83.9% | Reduced |
| Sachetta, LLC | 115 | $5.82K | 0.00% | +115 | New |
| Garner Asset Management Corp | 115 | $5.72K | 0.00% | +115 | New |
| Cornerstone Planning Group LLC | 109 | $5.51K | 0.00% | +64+142.2% | Added |
| Creekmur Asset Management LLC | 100 | $5.06K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 91 | $4.64K | 0.00% | +33+56.9% | Added |
| Bogart Wealth, LLC | 85 | $4.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 84 | $4.25K | 0.00% | +44+110.0% | Added |
| DAGCO, Inc. | 80 | $4.05K | 0.00% | +80 | New |
| Dynamic Wealth Strategies, LLC | 80 | $4.05K | 0.00% | +80 | New |
| Semmax Financial Advisors Inc. | 82 | $3.97K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $3.59K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $3.39K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $2.98K | 0.00% | −7−10.6% | Reduced |
| Rockbridge Investment Management, LCC | 58 | $2.94K | 0.00% | +58 | New |
| Blume Capital Management, Inc. | 55 | $2.78K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 50 | $2.53K | 0.00% | +50 | New |
| Orion Capital Management LLC | 38 | $1.92K | 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 |
| Raffa Wealth Management, LLC | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $1.06K | 0.00% | +21 | 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 |
| Avion Wealth | 25 | $1.00K | 0.00% | +25 | New |
| Key Financial Inc | 19 | $961 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 19 | $961 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16 | $809 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $708 | 0.00% | +14 | New |
| Retirement Group, LLC | 11 | $556 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $506 | 0.00% | +10 | New |
| JNBA Financial Advisors | 7 | $355 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $354 | 0.00% | +7 | New |
| Manchester Capital Management LLC | 5 | $253 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 4 | $202 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 3 | $152 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 2 | $101 | 0.00% | −4−66.7% | Reduced |
| Quest Partners LLC | 1 | $51 | 0.00% | +1 | New |
| Woodline Partners LP | 0 | $0 | 0.00% | −315,094−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −114,600−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −46,500−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −29,262−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −26,974−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,441−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −19,537−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,547−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,352−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,307−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| Acuta Capital Partners, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −10,042−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,803−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,948−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −4,613−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| International Biotechnology Trust PLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |