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, Q2 2025
Institutional positions in Ionis Pharmaceuticals Inc as of Jun 30, 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
- 363
- +21 vs. Q1 2025
- Shares held
- 168.9M
- +2.14M (+1.3%) vs. Q1 2025
- Total value
- $6.67B
- +$1.64B (+32.6%) vs. Q1 2025
- New holders
- 80
- 121 more added
- Sold out
- 59
- 109 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 1 | $30 | 0.00% | −39−97.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2 | $79 | 0.00% | −28−93.3% | Reduced |
| IMA Wealth, Inc. | 5 | $198 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $198 | 0.00% | +5 | New |
| True Wealth Design, LLC | 7 | $277 | 0.00% | −6−46.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $277 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $316 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $395 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 12 | $517 | 0.00% | +12 | New |
| Mascoma Wealth Management LLC | 14 | $553 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $554 | 0.00% | +14 | New |
| Horizon Investments, LLC | 15 | $593 | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 16 | $632 | 0.00% | +16 | New |
| Fortitude Family Office, LLC | 17 | $672 | 0.00% | +17 | New |
| Cromwell Holdings LLC | 18 | $711 | 0.00% | +18 | New |
| Key Financial Inc | 19 | $751 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $830 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 23 | $909 | 0.00% | +10+76.9% | Added |
| Principia Wealth Advisory, LLC | 25 | $988 | 0.00% | +25 | New |
| Hemington Wealth Management | 44 | $1.00K | 0.00% | −14−24.1% | Reduced |
| Hantz Financial Services, Inc. | 36 | $1.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 28 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 28 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 34 | $1.34K | 0.00% | +34 | New |
| Highline Wealth Partners LLC | 38 | $1.50K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $1.74K | 0.00% | +44 | New |
| CoreCap Advisors, LLC | 45 | $1.78K | 0.00% | −7−13.5% | Reduced |
| Sachetta, LLC | 45 | $1.78K | 0.00% | +29+181.3% | Added |
| Bessemer Group Inc | 39 | $2.00K | 0.00% | −34−46.6% | Reduced |
| South State Corp. | 51 | $2.02K | 0.00% | −68−57.1% | Reduced |
| Asset Dedication, LLC | 59 | $2.33K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 61 | $2.41K | 0.00% | −10−14.1% | Reduced |
| Principal Securities, Inc. | 63 | $2.49K | 0.00% | −4−6.0% | Reduced |
| Leonteq Securities AG | 63 | $2.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $2.57K | 0.00% | +49+306.3% | Added |
| WPG Advisers, LLC | 70 | $2.77K | 0.00% | +70 | New |
| Clear Investment Research, LLC | 71 | $2.81K | 0.00% | +20+39.2% | Added |
| Assetmark, Inc | 75 | $2.96K | 0.00% | +60+400.0% | Added |
| Orion Capital Management LLC | 80 | $3.16K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 79 | $3.29K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 99 | $3.91K | 0.00% | +4+4.2% | Added |
| Creekmur Asset Management LLC | 100 | $3.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $4.07K | 0.00% | −159−60.7% | Reduced |
| Kestra Investment Management, LLC | 137 | $4.13K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 110 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 118 | $4.66K | 0.00% | +16+15.7% | Added |
| GPS Wealth Strategies Group, LLC | 119 | $4.70K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 125 | $4.94K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 126 | $4.98K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 139 | $5.49K | 0.00% | +139 | New |
| Ameritas Advisory Services, LLC | 146 | $5.77K | 0.00% | +146 | New |
| Wealth Preservation Advisors, LLC | 150 | $5.93K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $5.97K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 156 | $6.17K | 0.00% | +52+50.0% | Added |
| Riggs Asset Managment Co. Inc. | 187 | $7.39K | 0.00% | −63−25.2% | Reduced |
| GWM Advisors LLC | 196 | $7.74K | 0.00% | −1,425−87.9% | Reduced |
| AllSquare Wealth Management LLC | 198 | $7.82K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $7.90K | 0.00% | −700−77.8% | Reduced |
| Atlantic Union Bankshares Corp | 200 | $7.90K | 0.00% | +200 | New |
| Global Trust Asset Management, LLC | 218 | $8.61K | 0.00% | −181−45.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 215 | $8.90K | 0.00% | +215 | New |
| Westside Investment Management, Inc. | 231 | $9.23K | 0.00% | +231 | New |
| SBI Securities Co., Ltd. | 257 | $10.2K | 0.00% | −3−1.2% | Reduced |
| MTM Investment Management, LLC | 258 | $10.2K | 0.00% | +258 | New |
| Global X Japan Co., Ltd. | 259 | $10.2K | 0.00% | +259 | New |
| Union Bancaire Privee, UBP SA | 265 | $10.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 268 | $10.6K | 0.00% | +154+135.1% | Added |
| Storebrand Asset Management AS | 271 | $10.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 300 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 305 | $12.0K | 0.01% | +7+2.3% | Added |
| Capital Advisors, Ltd. LLC | 295 | $12.0K | 0.00% | +295 | New |
| ORG Wealth Partners, LLC | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 426 | $16.8K | 0.00% | +166+63.8% | Added |
| AdvisorNet Financial, Inc | 428 | $16.9K | 0.00% | +425+14,166.7% | Added |
| Farther Finance Advisors, LLC | 433 | $17.1K | 0.00% | −39−8.3% | Reduced |
| Parkside Financial Bank & Trust | 438 | $17.3K | 0.00% | +61+16.2% | Added |
| Archer Investment Corp | 600 | $23.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 740 | $29.2K | 0.00% | +517+231.8% | Added |
| Huntington National Bank | 795 | $31.4K | 0.00% | −298−27.3% | Reduced |
| Quest Partners LLC | 835 | $33.0K | 0.00% | +200+31.5% | Added |
| Sunbelt Securities, Inc. | 1,014 | $35.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 930 | $36.7K | 0.00% | −31−3.2% | Reduced |
| Sterling Capital Management LLC | 962 | $38.0K | 0.00% | −139−12.6% | Reduced |
| Larson Financial Group LLC | 1,027 | $40.6K | 0.00% | +684+199.4% | Added |
| EverSource Wealth Advisors, LLC | 1,101 | $43.5K | 0.00% | −56−4.8% | Reduced |
| Itau Unibanco Holding S.A. | 1,124 | $44.4K | 0.00% | −19−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,221 | $48.2K | 0.00% | +131+12.0% | Added |
| IFP Advisors, Inc | 904 | $48.8K | 0.00% | −246−21.4% | Reduced |
| Manchester Capital Management LLC | 1,248 | $49.3K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 1,400 | $55.3K | 0.00% | +900+180.0% | Added |
| Versant Capital Management, Inc | 1,465 | $57.9K | 0.01% | +1,364+1,350.5% | Added |
| Twin Lakes Capital Management, LLC | 1,500 | $59.3K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,581 | $62.5K | 0.00% | −8,292−84.0% | Reduced |
| Comerica Bank | 1,617 | $63.9K | 0.00% | +297+22.5% | Added |
| Harvest Fund Management Co., Ltd | 1,829 | $72.0K | 0.00% | +1,829 | New |
| Parallel Advisors, LLC | 1,872 | $74.0K | 0.00% | +1,127+151.3% | Added |
| Ancora Advisors, LLC | 2,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,030 | $80.2K | 0.00% | +648+46.9% | Added |
| Allianz SE | 2,100 | $83.0K | 0.00% | +2,100 | New |
| CWM, LLC | 2,318 | $92.0K | 0.00% | −117−4.8% | Reduced |