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 2026
Institutional positions in Ionis Pharmaceuticals Inc as of Mar 31, 2026. 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
- 497
- +8 vs. Q4 2025
- Shares held
- 172.6M
- +19.1M (+12.5%) vs. Q4 2025
- Total value
- $13.0B
- +$828.1M (+6.8%) vs. Q4 2025
- New holders
- 73
- 179 more added
- Sold out
- 65
- 158 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Ionis Pharmaceuticals Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $151 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $201 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $451 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $526 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $526 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $526 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $526 | 0.00% | +5+250.0% | Added |
| Caitong International Asset Management Co., Ltd | 7 | $526 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 10 | $753 | 0.00% | +5+100.0% | Added |
| Clearstead Advisors, LLC | 12 | $902 | 0.00% | −3−20.0% | Reduced |
| Rothschild Investment LLC | 13 | $976 | 0.00% | −6−31.6% | Reduced |
| Mascoma Wealth Management LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $1.13K | 0.00% | +15 | New |
| Quaker Wealth Management, LLC | 15 | $1.13K | 0.00% | +1+7.1% | Added |
| Fortitude Family Office, LLC | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 20 | $1.50K | 0.00% | +20 | New |
| TFC Financial Management | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 28 | $2.10K | 0.00% | +23+460.0% | Added |
| Cheviot Value Management, LLC | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $2.40K | 0.00% | +6+23.1% | Added |
| Transamerica Financial Advisors, Inc. | 33 | $2.48K | 0.00% | +33 | New |
| Highline Wealth Partners LLC | 38 | $2.85K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 45 | $3.38K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 48 | $3.60K | 0.00% | +26+118.2% | Added |
| Crewe Advisors LLC | 48 | $3.60K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $3.60K | 0.00% | +48 | New |
| Triumph Capital Management | 50 | $3.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $3.75K | 0.00% | +50 | New |
| First Horizon Corp | 56 | $4.21K | 0.00% | +31+124.0% | Added |
| Bell Investment Advisors, Inc | 61 | $4.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $4.88K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 70 | $5.26K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 71 | $5.33K | 0.01% | +71 | New |
| Leonteq Securities AG | 73 | $5.48K | 0.00% | +10+15.9% | Added |
| Rossby Financial, LCC | 74 | $5.56K | 0.00% | +25+51.0% | Added |
| TD Private Client Wealth LLC | 80 | $6.01K | 0.00% | −2−2.4% | Reduced |
| Orion Capital Management LLC | 80 | $6.01K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 90 | $6.76K | 0.00% | +74+462.5% | Added |
| Bessemer Group Inc | 94 | $7.00K | 0.00% | −39−29.3% | Reduced |
| Quent Capital, LLC | 99 | $7.43K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $7.51K | 0.00% | −1,300−92.9% | Reduced |
| Main Street Group, LTD | 100 | $7.51K | 0.00% | +100 | New |
| LRI Investments, LLC | 110 | $8.26K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 123 | $9.24K | 0.00% | −5−3.9% | Reduced |
| Spire Wealth Management | 125 | $9.39K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 128 | $9.61K | 0.00% | −43−25.1% | Reduced |
| Massmutual Trust Co FSB | 143 | $10.7K | 0.00% | +52+57.1% | Added |
| Strategic Wealth Partners, Ltd. | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 150 | $11.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 152 | $11.4K | 0.00% | −564−78.8% | Reduced |
| United Financial Planning Group LLC | 158 | $11.9K | 0.01% | +150+1,875.0% | Added |
| SBI Securities Co., Ltd. | 161 | $12.1K | 0.00% | −125−43.7% | Reduced |
| FIL Ltd | 165 | $12.4K | 0.00% | +118+251.1% | Added |
| Owl Creek Wealth Partners LLC | 170 | $12.8K | 0.00% | +170 | New |
| Zions Bancorporation, National Association | 177 | $13.3K | 0.00% | −11−5.9% | Reduced |
| Basecamp Wealth Advisors LLC | 185 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 182 | $14.0K | 0.01% | −91−33.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 195 | $14.6K | 0.01% | +195 | New |
| CX Institutional | 202 | $15.0K | 0.00% | +202 | New |
| MH & Associates Securities Management Corp | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 208 | $15.6K | 0.00% | −503−70.7% | Reduced |
| Umb Bank N A | 215 | $16.1K | 0.00% | +1+0.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 215 | $16.1K | 0.00% | +215 | New |
| Global Trust Asset Management, LLC | 218 | $16.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 550 | $16.6K | 0.01% | +535+3,566.7% | Added |
| Cedar Mountain Advisors, LLC | 223 | $16.7K | 0.00% | +223 | New |
| Westside Investment Management, Inc. | 231 | $17.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 234 | $18.0K | 0.00% | −4,582−95.1% | Reduced |
| MTM Investment Management, LLC | 258 | $19.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 258 | $19.4K | 0.00% | +8+3.2% | Added |
| NBC Securities, Inc. | 273 | $20.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 295 | $22.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 295 | $22.2K | 0.00% | −85−22.4% | Reduced |
| Eastern Bank | 300 | $22.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $22.5K | 0.00% | +14+4.9% | Added |
| Salomon & Ludwin, LLC | 332 | $24.8K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 317 | $25.1K | 0.01% | −34−9.7% | Reduced |
| Brown Brothers Harriman & Co | 341 | $25.6K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 353 | $26.5K | 0.01% | −246−41.1% | Reduced |
| CoreCap Advisors, LLC | 370 | $27.8K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 378 | $28.0K | 0.00% | −976−72.1% | Reduced |
| RWM Asset Management, LLC | 375 | $28.2K | 0.00% | +375 | New |
| Golden State Wealth Management, LLC | 376 | $28.2K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 400 | $30.0K | 0.00% | +400 | New |
| Mather Group, LLC. | 410 | $30.8K | 0.00% | +410 | New |
| Bayforest Capital Ltd | 413 | $31.0K | 0.03% | −678−62.1% | Reduced |
| Allworth Financial LP | 522 | $39.2K | 0.00% | −398−43.3% | Reduced |
| Harbour Investments, Inc. | 546 | $41.0K | 0.00% | +318+139.5% | Added |