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, Q1 2024
Institutional positions in Ionis Pharmaceuticals Inc as of Mar 31, 2024. 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
- 361
- −2 vs. Q4 2023
- Shares held
- 142.2M
- −349.1K (−0.2%) vs. Q4 2023
- Total value
- $6.17B
- −$1.04B (−14.4%) vs. Q4 2023
- New holders
- 49
- 124 more added
- Sold out
- 51
- 127 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Assetmark, Inc | 1 | $43 | 0.00% | −6−85.7% | Reduced |
| Abich Financial Wealth Management LLC | 4 | $173 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $308 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 10 | $434 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16 | $693 | 0.00% | −539−97.1% | Reduced |
| Proequities, Inc. | 19 | $823 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $824 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $867 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $879 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.08K | 0.00% | −59−70.2% | Reduced |
| CoreCap Advisors, LLC | 26 | $1.13K | 0.00% | +26 | New |
| Smartleaf Asset Management LLC | 26 | $1.16K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 28 | $1.21K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 29 | $1.26K | 0.00% | +9+45.0% | Added |
| CVA Family Office, LLC | 30 | $1.30K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 34 | $1.47K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 45 | $1.89K | 0.00% | −64−58.7% | Reduced |
| Bessemer Group Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $2.38K | 0.00% | +34+161.9% | Added |
| Blume Capital Management, Inc. | 55 | $2.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $2.56K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $2.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $2.90K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 79 | $3.07K | 0.00% | −3−3.7% | Reduced |
| Bell Investment Advisors, Inc | 71 | $3.08K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $3.12K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 80 | $3.13K | 0.00% | +80 | New |
| EntryPoint Capital, LLC | 76 | $3.29K | 0.00% | −802−91.3% | Reduced |
| Orion Capital Management LLC | 80 | $3.47K | 0.00% | +42+110.5% | Added |
| Exchange Traded Concepts, LLC | 82 | $3.56K | 0.00% | +82 | New |
| Bogart Wealth, LLC | 85 | $3.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $4.08K | 0.00% | +3+3.3% | Added |
| Creekmur Asset Management LLC | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 125 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 115 | $5.82K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $6.58K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 184 | $7.98K | 0.00% | −14−7.1% | Reduced |
| AllSquare Wealth Management LLC | 198 | $8.58K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 200 | $8.67K | 0.01% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $8.67K | 0.00% | +200 | New |
| SYSTM Wealth Solutions LLC | 204 | $8.84K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 212 | $9.19K | 0.00% | +212 | New |
| EverSource Wealth Advisors, LLC | 237 | $9.78K | 0.00% | −103−30.3% | Reduced |
| Whittier Trust Co | 231 | $10.0K | 0.00% | −231−50.0% | Reduced |
| Covestor Ltd | 242 | $11.0K | 0.01% | −1−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 258 | $11.2K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 271 | $11.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 282 | $12.2K | 0.00% | +32+12.8% | Added |
| Lindbrook Capital, LLC | 314 | $13.6K | 0.00% | −79−20.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 341 | $14.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 355 | $15.4K | 0.00% | −146−29.1% | Reduced |
| Huntington National Bank | 363 | $15.7K | 0.00% | +74+25.6% | Added |
| Private Trust Co NA | 378 | $16.4K | 0.00% | +11+3.0% | Added |
| AlphaMark Advisors, LLC | 400 | $17.0K | 0.01% | −100−20.0% | Reduced |
| Banque Cantonale Vaudoise | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 495 | $19.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 474 | $20.5K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 474 | $20.5K | 0.00% | +474 | New |
| Riverview Trust Co | 476 | $20.6K | 0.02% | +476 | New |
| Pingora Partners LLC | 500 | $21.7K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 541 | $23.0K | 0.00% | −46−7.8% | Reduced |
| Parallel Advisors, LLC | 572 | $24.8K | 0.00% | +7+1.2% | Added |
| Quadrant Capital Group LLC | 574 | $24.9K | 0.00% | −97−14.5% | Reduced |
| Farther Finance Advisors, LLC | 569 | $25.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 612 | $26.5K | 0.01% | +112+22.4% | Added |
| Global X Japan Co., Ltd. | 669 | $29.0K | 0.01% | −47−6.6% | Reduced |
| Institutional & Family Asset Management, LLC | 691 | $30.0K | 0.00% | −38−5.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 723 | $31.3K | 0.00% | +242+50.3% | Added |
| Mather Group, LLC. | 671 | $33.9K | 0.00% | +671 | New |
| Allworth Financial LP | 796 | $34.5K | 0.00% | +20+2.6% | Added |
| Archer Investment Corp | 850 | $36.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 900 | $39.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 971 | $42.1K | 0.00% | +971 | New |
| Sunbelt Securities, Inc. | 1,014 | $44.0K | 0.00% | +1,014 | New |
| IFP Advisors, Inc | 1,070 | $46.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,104 | $47.9K | 0.00% | +1,104 | New |
| Twin Lakes Capital Management, LLC | 1,500 | $65.0K | 0.04% | 00.0% | Unchanged |
| Natixis | 1,961 | $85.0K | 0.00% | −917−31.9% | Reduced |
| GWM Advisors LLC | 2,025 | $87.8K | 0.00% | −63−3.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,168 | $95.3K | 0.00% | +2,168 | New |
| American International Group, Inc. | 2,208 | $95.7K | 0.00% | −29−1.3% | Reduced |
| CWM, LLC | 2,228 | $97.0K | 0.00% | +31+1.4% | Added |
| Quest Partners LLC | 2,297 | $99.6K | 0.02% | +2,296+229,600.0% | Added |
| Horizon Investments, LLC | 2,347 | $101.7K | 0.00% | +420+21.8% | Added |
| Icon Wealth Advisors, LLC | 2,391 | $103.7K | 0.01% | −146−5.8% | Reduced |
| ADAR1 Capital Management, LLC | 2,900 | $125.7K | 0.03% | +2,900 | New |
| KBC Group NV | 3,145 | $136.0K | 0.00% | +476+17.8% | Added |
| Advisors Asset Management, Inc. | 3,178 | $137.8K | 0.00% | +2,875+948.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,842 | $166.6K | 0.00% | +149+4.0% | Added |
| Ci Investments Inc. | 3,967 | $172.0K | 0.00% | −1,621−29.0% | Reduced |
| Quantbot Technologies LP | 4,284 | $185.7K | 0.01% | −8,419−66.3% | Reduced |
| Prospera Financial Services Inc | 4,617 | $200.1K | 0.01% | −81−1.7% | Reduced |
| Vident Advisory, LLC | 4,796 | $207.9K | 0.00% | −134−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,863 | $210.8K | 0.01% | +1,503+44.7% | Added |