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 2024
Institutional positions in Ionis Pharmaceuticals Inc as of Dec 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
- 356
- +9 vs. Q3 2024
- Shares held
- 160.5M
- +3.10M (+2.0%) vs. Q3 2024
- Total value
- $5.61B
- −$692.3M (−11.0%) vs. Q3 2024
- New holders
- 58
- 119 more added
- Sold out
- 49
- 121 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sandy Spring Bank | 0 | $9 | 0.00% | −34−100.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $35 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $70 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $105 | 0.00% | +3 | New |
| Rothschild Investment LLC | 5 | $175 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 9 | $315 | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $350 | 0.00% | +10 | New |
| Mascoma Wealth Management LLC | 14 | $489 | 0.00% | +14 | New |
| Central Trust Co | 15 | $525 | 0.00% | +15 | New |
| Bokf, NA | 18 | $602 | 0.00% | +18 | New |
| Larson Financial Group LLC | 18 | $629 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $664 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $699 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $735 | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 22 | $769 | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 25 | $851 | 0.00% | +25 | New |
| Sachetta, LLC | 27 | $944 | 0.00% | −71−72.4% | Reduced |
| Raffa Wealth Management, LLC | 28 | $979 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $1.00K | 0.00% | +54 | New |
| Assetmark, Inc | 32 | $1.12K | 0.00% | +32 | New |
| Wolff Wiese Magana LLC | 41 | $1.43K | 0.00% | −69−62.7% | Reduced |
| MV Capital Management, Inc. | 43 | $1.50K | 0.00% | +41+2,050.0% | Added |
| CoreCap Advisors, LLC | 45 | $1.57K | 0.00% | +19+73.1% | Added |
| Private Trust Co NA | 48 | $1.68K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 51 | $1.78K | 0.00% | +51 | New |
| Clear Investment Research, LLC | 51 | $1.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $1.92K | 0.00% | −8−12.7% | Reduced |
| Blume Capital Management, Inc. | 55 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 83 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Leonteq Securities AG | 63 | $2.20K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 67 | $2.34K | 0.00% | +63+1,575.0% | Added |
| Semmax Financial Advisors Inc. | 79 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 71 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $2.52K | 0.00% | −29−28.7% | Reduced |
| Raleigh Capital Management Inc. | 72 | $2.52K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 74 | $2.59K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 80 | $2.80K | 0.00% | −4−4.8% | Reduced |
| Orion Capital Management LLC | 80 | $2.80K | 0.00% | +80 | New |
| Bryn Mawr Trust Co | 92 | $3.22K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 100 | $3.50K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 100 | $3.50K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 104 | $3.64K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 112 | $3.92K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $4.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 125 | $4.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 126 | $4.41K | 0.00% | +126 | New |
| LRI Investments, LLC | 136 | $4.75K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $5.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 157 | $5.48K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 179 | $6.00K | 0.00% | +179 | New |
| Exchange Traded Concepts, LLC | 178 | $6.22K | 0.00% | −17−8.7% | Reduced |
| Whittier Trust Co | 192 | $6.71K | 0.00% | −22−10.3% | Reduced |
| AllSquare Wealth Management LLC | 198 | $6.92K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $6.99K | 0.00% | +200 | New |
| Tidemark, LLC | 200 | $6.99K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 233 | $8.15K | 0.00% | +130+126.2% | Added |
| Riggs Asset Managment Co. Inc. | 250 | $8.73K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 256 | $8.95K | 0.00% | +256 | New |
| Covestor Ltd | 246 | $9.00K | 0.01% | −4−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 259 | $9.05K | 0.00% | −27−9.4% | Reduced |
| MAI Capital Management | 260 | $9.09K | 0.00% | +260 | New |
| Union Bancaire Privee, UBP SA | 265 | $9.25K | 0.00% | +265 | New |
| Storebrand Asset Management AS | 271 | $9.47K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 297 | $10.4K | 0.00% | +62+26.4% | Added |
| Elequin Capital LP | 325 | $11.4K | 0.00% | −112−25.6% | Reduced |
| Smartleaf Asset Management LLC | 328 | $11.5K | 0.00% | −99−23.2% | Reduced |
| AlphaMark Advisors, LLC | 369 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 399 | $13.9K | 0.01% | −75−15.8% | Reduced |
| ORG Wealth Partners, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 418 | $14.6K | 0.00% | +128+44.1% | Added |
| EverSource Wealth Advisors, LLC | 468 | $16.4K | 0.00% | +230+96.6% | Added |
| Riverview Trust Co | 476 | $16.6K | 0.02% | −11−2.3% | Reduced |
| Danske Bank A/S | 500 | $17.5K | 0.00% | −1,600−76.2% | Reduced |
| Daiwa Securities Group Inc. | 541 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 651 | $22.8K | 0.00% | +30+4.8% | Added |
| Mather Group, LLC. | 651 | $22.8K | 0.00% | +135+26.2% | Added |
| GAMMA Investing LLC | 746 | $26.1K | 0.00% | +82+12.3% | Added |
| Allworth Financial LP | 855 | $27.8K | 0.00% | +25+3.0% | Added |
| Harbour Investments, Inc. | 900 | $31.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 949 | $33.2K | 0.00% | +584+160.0% | Added |
| Huntington National Bank | 951 | $33.2K | 0.00% | +627+193.5% | Added |
| Parallel Advisors, LLC | 959 | $33.5K | 0.00% | −69−6.7% | Reduced |
| Manchester Capital Management LLC | 1,005 | $35.1K | 0.00% | +160+18.9% | Added |
| Sunbelt Securities, Inc. | 1,014 | $35.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,036 | $36.2K | 0.00% | +671+183.8% | Added |
| Quadrant Capital Group LLC | 1,086 | $38.0K | 0.00% | +216+24.8% | Added |
| CIBC Private Wealth Group, LLC | 1,125 | $38.4K | 0.00% | −1,300−53.6% | Reduced |
| Itau Unibanco Holding S.A. | 1,151 | $40.2K | 0.00% | +70+6.5% | Added |
| Horizon Investments, LLC | 1,174 | $41.0K | 0.00% | +73+6.6% | Added |
| IFP Advisors, Inc | 1,150 | $49.1K | 0.00% | −76−6.2% | Reduced |
| Twin Lakes Capital Management, LLC | 1,500 | $52.4K | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,754 | $62.3K | 0.00% | +1,754 | New |
| GWM Advisors LLC | 1,820 | $63.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,051 | $72.0K | 0.00% | +310+17.8% | Added |
| Corebridge Financial, Inc. | 2,759 | $96.5K | 0.00% | −117−4.1% | Reduced |