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 2025
Institutional positions in Ionis Pharmaceuticals Inc as of Mar 31, 2025. 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
- 344
- −6 vs. Q4 2024
- Shares held
- 166.7M
- +6.69M (+4.2%) vs. Q4 2024
- Total value
- $5.03B
- −$564.9M (−10.1%) vs. Q4 2024
- New holders
- 54
- 102 more added
- Sold out
- 60
- 123 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 3 | $91 | 0.00% | −40−93.0% | Reduced |
| AdvisorNet Financial, Inc | 3 | $91 | 0.00% | +2+200.0% | Added |
| Umb Bank N A | 6 | $181 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 9 | $272 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 13 | $392 | 0.00% | +13 | New |
| True Wealth Design, LLC | 13 | $393 | 0.00% | +13 | New |
| Mascoma Wealth Management LLC | 14 | $422 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $453 | 0.00% | −17−53.1% | Reduced |
| Sachetta, LLC | 16 | $483 | 0.00% | −11−40.7% | Reduced |
| Private Wealth Management Group, LLC | 16 | $483 | 0.00% | +6+60.0% | Added |
| Bokf, NA | 18 | $543 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $573 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $634 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $765 | 0.00% | −1,095−97.3% | Reduced |
| Raffa Wealth Management, LLC | 28 | $845 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 28 | $845 | 0.00% | +25+833.3% | Added |
| Cheviot Value Management, LLC | 28 | $942 | 0.00% | +28 | New |
| Hemington Wealth Management | 58 | $1.00K | 0.00% | −25−30.1% | Reduced |
| Avion Wealth | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 38 | $1.15K | 0.00% | +38 | New |
| Truvestments Capital LLC | 40 | $1.21K | 0.00% | +40 | New |
| Wolff Wiese Magana LLC | 41 | $1.24K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 52 | $1.57K | 0.00% | +7+15.6% | Added |
| Quent Capital, LLC | 53 | $1.60K | 0.00% | −21−28.4% | Reduced |
| Blume Capital Management, Inc. | 55 | $1.66K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 51 | $1.78K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 63 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 73 | $2.00K | 0.00% | +73 | New |
| Bell Investment Advisors, Inc | 71 | $2.14K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 67 | $2.34K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 80 | $2.41K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 80 | $2.41K | 0.00% | +80 | New |
| Semmax Financial Advisors Inc. | 79 | $2.55K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 95 | $2.87K | 0.00% | +95 | New |
| Picton Mahoney Asset Management | 89 | $3.00K | 0.00% | +89 | New |
| Creekmur Asset Management LLC | 100 | $3.02K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $3.05K | 0.00% | +46+83.6% | Added |
| Bogart Wealth, LLC | 102 | $3.08K | 0.00% | +31+43.7% | Added |
| SRS Capital Advisors, Inc. | 104 | $3.14K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 110 | $3.32K | 0.00% | +110 | New |
| First Horizon Advisors, Inc. | 112 | $3.38K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 114 | $3.44K | 0.00% | +34+42.5% | Added |
| GPS Wealth Strategies Group, LLC | 119 | $3.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 119 | $3.59K | 0.00% | +119 | New |
| Anderson Financial Strategies, LLC | 121 | $3.65K | 0.00% | +121 | New |
| Spire Wealth Management | 125 | $3.77K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 126 | $3.80K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 131 | $4.08K | 0.00% | −197−60.1% | Reduced |
| Kestra Investment Management, LLC | 137 | $4.13K | 0.00% | +137 | New |
| Pacifica Partners Inc. | 150 | $4.28K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 150 | $4.53K | 0.00% | +150 | New |
| Whittier Trust Co | 192 | $5.79K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 198 | $5.97K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 223 | $6.59K | 0.00% | −632−73.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $7.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 259 | $7.81K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 260 | $7.84K | 0.00% | +4+1.6% | Added |
| MAI Capital Management | 260 | $7.84K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 262 | $7.91K | 0.00% | +29+12.4% | Added |
| Storebrand Asset Management AS | 271 | $8.18K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 265 | $8.26K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 298 | $9.00K | 0.01% | +52+21.1% | Added |
| Eastern Bank | 300 | $9.05K | 0.00% | +300 | New |
| Oakworth Capital, Inc. | 300 | $9.05K | 0.00% | +300 | New |
| Larson Financial Group LLC | 343 | $10.3K | 0.00% | +325+1,805.6% | Added |
| ORG Wealth Partners, LLC | 400 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 377 | $11.4K | 0.00% | −41−9.8% | Reduced |
| Quadrant Capital Group LLC | 381 | $11.5K | 0.00% | −705−64.9% | Reduced |
| Global Trust Asset Management, LLC | 399 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 410 | $12.4K | 0.00% | −241−37.0% | Reduced |
| Farther Finance Advisors, LLC | 472 | $12.9K | 0.00% | −179−27.5% | Reduced |
| Lindbrook Capital, LLC | 440 | $13.3K | 0.00% | −596−57.5% | Reduced |
| Riverview Trust Co | 476 | $14.4K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 500 | $15.1K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 600 | $18.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 600 | $18.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 635 | $19.2K | 0.00% | +635 | New |
| Parallel Advisors, LLC | 745 | $22.5K | 0.00% | −214−22.3% | Reduced |
| Harbour Investments, Inc. | 900 | $27.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 961 | $29.0K | 0.00% | +215+28.8% | Added |
| Sunbelt Securities, Inc. | 1,014 | $30.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,090 | $32.9K | 0.00% | −1,984−64.5% | Reduced |
| Huntington National Bank | 1,093 | $33.0K | 0.00% | +142+14.9% | Added |
| Sterling Capital Management LLC | 1,101 | $33.2K | 0.00% | −1,909−63.4% | Reduced |
| Itau Unibanco Holding S.A. | 1,143 | $34.0K | 0.00% | −8−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,157 | $34.9K | 0.00% | +689+147.2% | Added |
| Manchester Capital Management LLC | 1,248 | $37.7K | 0.00% | +243+24.2% | Added |
| Comerica Bank | 1,320 | $39.8K | 0.00% | −6,073−82.1% | Reduced |
| Signaturefd, LLC | 1,382 | $41.7K | 0.00% | +433+45.6% | Added |
| IFP Advisors, Inc | 1,150 | $42.4K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,500 | $45.3K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,621 | $48.9K | 0.00% | −199−10.9% | Reduced |
| Ancora Advisors, LLC | 2,000 | $60.3K | 0.00% | +2,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,082 | $62.8K | 0.02% | +2,082 | New |
| Van Eck Associates Corp | 2,157 | $65.0K | 0.00% | −59,462−96.5% | Reduced |
| Coldstream Capital Management Inc | 2,345 | $70.8K | 0.00% | +2,345 | New |
| Advisor Group Holdings, Inc. | 2,373 | $71.6K | 0.00% | −1,613−40.5% | Reduced |
| CWM, LLC | 2,435 | $73.0K | 0.00% | +384+18.7% | Added |
| Sandia Investment Management LP | 2,500 | $75.4K | 0.22% | −2,500−50.0% | Reduced |