INSMED Inc
INSM- 交易所
- Nasdaq
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001104506
近 90 天，INSMED Inc 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 667 家機構在 13F 申報持有，市值合計 $238.5 億；Maverick 資本和杜肯家族辦公室兩位大師持有。
2025 年第 2 季 13F 持有人
INSMED Inc 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 516
- 較 2025 年第 1 季 +78 家
- 持有股數
- 2.10 億
- 較 2025 年第 1 季 +1,083 萬 (+5.4%)
- 總市值
- $211.5 億
- 較 2025 年第 1 季 +$59.0 億 (+38.7%)
- 新進機構
- 130
- 另有 166 家加碼
- 清倉機構
- 52
- 另有 188 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 INSM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 667 | $238.5 億 |
| 2026 年第 1 季 | 675 | $357.0 億 |
| 2025 年第 4 季 | 678 | $378.3 億 |
| 2025 年第 3 季 | 566 | $303.2 億 |
| 2025 年第 2 季 | 516 | $211.5 億 |
| 2025 年第 1 季 | 442 | $152.6 億 |
| 2024 年第 4 季 | 439 | $133.0 億 |
| 2024 年第 3 季 | 414 | $137.3 億 |
| 2024 年第 2 季 | 378 | $117.4 億 |
| 2024 年第 1 季 | 288 | $40.7 億 |
| 2023 年第 4 季 | 271 | $46.4 億 |
| 2023 年第 3 季 | 252 | $37.2 億 |
| 2023 年第 2 季 | 223 | $30.9 億 |
| 2023 年第 1 季 | 230 | $24.8 億 |
| 2022 年第 4 季 | 225 | $28.7 億 |
| 2022 年第 3 季 | 238 | $27.4 億 |
| 2022 年第 2 季 | 214 | $25.5 億 |
| 2022 年第 1 季 | 224 | $29.7 億 |
| 2021 年第 4 季 | 214 | $33.6 億 |
| 2021 年第 3 季 | 193 | $34.0 億 |
| 2021 年第 2 季 | 203 | $34.6 億 |
| 2021 年第 1 季 | 199 | $36.3 億 |
2025 年第 2 季持有機構
每家機構持有 INSMED Inc 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 5,721 | $57.6 萬 | 0.01% | +2,582+82.3% | 加碼 |
| Bryce Point Capital, LLC | 5,793 | $58.3 萬 | 0.49% | +5,793 | 新進 |
| Vise Technologies, Inc. | 5,800 | $58.4 萬 | 0.02% | +5,800 | 新進 |
| Yorktown Management & Research Co Inc | 5,850 | $58.9 萬 | 0.56% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 5,857 | $58.9 萬 | 0.42% | +5,851+97,516.7% | 加碼 |
| Polymer Capital Management (HK) LTD | 5,892 | $59.3 萬 | 0.09% | +5,892 | 新進 |
| HighMark Wealth Management LLC | 6,010 | $60.5 萬 | 0.30% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 6,080 | $61.2 萬 | 0.14% | −3,191−34.4% | 減碼 |
| Pier 88 Investment Partners LLC | 6,480 | $65.2 萬 | 0.12% | +6,480 | 新進 |
| ProShare Advisors LLC | 6,801 | $68.4 萬 | 0.00% | −38,688−85.0% | 減碼 |
| Commerce Bank | 6,876 | $69.2 萬 | 0.00% | +25+0.4% | 加碼 |
| Draper Asset Management, LLC | 7,156 | $71.2 萬 | 0.47% | +7,156 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 7,492 | $75.4 萬 | 0.00% | +999+15.4% | 加碼 |
| Avantax Advisory Services, Inc. | 7,585 | $76.3 萬 | 0.00% | −1,912−20.1% | 減碼 |
| J. Goldman & Co LP | 7,658 | $77.1 萬 | 0.02% | +7,658 | 新進 |
| Snowden Capital Advisors LLC | 7,723 | $77.7 萬 | 0.02% | +1,483+23.8% | 加碼 |
| Diametric Capital, LP | 7,757 | $78.1 萬 | 0.42% | +7,757 | 新進 |
| Parnassus Investments | 7,930 | $79.8 萬 | 0.00% | +7,930 | 新進 |
| JustInvest LLC | 8,081 | $81.3 萬 | 0.01% | −117−1.4% | 減碼 |
| S&CO Inc | 8,300 | $83.5 萬 | 0.05% | +8,300 | 新進 |
| Beacon Financial Advisory LLC | 8,480 | $85.3 萬 | 0.22% | −215−2.5% | 減碼 |
| Advisor Group Holdings, Inc. | 8,751 | $85.5 萬 | 0.00% | +4,015+84.8% | 加碼 |
| Thrivent Financial for Lutherans | 8,557 | $86.1 萬 | 0.00% | +8,557 | 新進 |
| Shell Asset Management Co | 8,592 | $86.5 萬 | 0.03% | −1,543−15.2% | 減碼 |
| Maryland State Retirement & Pension System | 8,676 | $87.3 萬 | 0.02% | +8,676 | 新進 |
| Waldron Private Wealth LLC | 8,800 | $88.6 萬 | 0.04% | 00.0% | 不變 |
| Utah Retirement Systems | 9,436 | $95.0 萬 | 0.01% | +9,436 | 新進 |
| Keybank National Association | 9,459 | $95.2 萬 | 0.00% | +1,179+14.2% | 加碼 |
| Gsa Capital Partners LLP | 9,721 | $97.8 萬 | 0.07% | +9,721 | 新進 |
| US Bancorp | 9,752 | $98.1 萬 | 0.00% | −1,571−13.9% | 減碼 |
| Lighthouse Investment Partners, LLC | 10,000 | $100.6 萬 | 0.04% | +10,000 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 10,510 | $105.8 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 10,589 | $106.6 萬 | 0.01% | −89,621−89.4% | 減碼 |
| Natixis | 10,648 | $107.2 萬 | 0.01% | +10,648 | 新進 |
| Lion Point Capital, LP | 10,650 | $107.2 萬 | 7.28% | −19,850−65.1% | 減碼 |
| Neuberger Berman Group LLC | 10,895 | $109.6 萬 | 0.00% | −165,738−93.8% | 減碼 |
| E Fund Management Co., Ltd. | 10,951 | $110.2 萬 | 0.05% | −2,692−19.7% | 減碼 |
| Park Avenue Securities LLC | 11,088 | $111.6 萬 | 0.01% | +52+0.5% | 加碼 |
| Sanctuary Advisors, LLC | 11,091 | $111.6 萬 | 0.01% | +7,201+185.1% | 加碼 |
| Amundi | 11,499 | $113.0 萬 | 0.00% | +11,445+21,194.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 11,340 | $114.1 萬 | 0.01% | +1,510+15.4% | 加碼 |
| Two Sigma Securities, LLC | 11,414 | $114.9 萬 | 0.14% | +11,414 | 新進 |
| The PNC Financial Services Group, Inc. | 11,576 | $116.5 萬 | 0.00% | +933+8.8% | 加碼 |
| HighVista Strategies LLC | 11,595 | $116.7 萬 | 0.43% | −9,845−45.9% | 減碼 |
| Henshaw Capital LLC | 11,863 | $119.4 萬 | 0.05% | −2,572−17.8% | 減碼 |
| Quantitative Investment Management, LLC | 12,615 | $126.9 萬 | 0.17% | +12,615 | 新進 |
| HSBC Holdings PLC | 12,949 | $130.4 萬 | 0.00% | −8,474−39.6% | 減碼 |
| Amalgamated Bank | 12,973 | $130.6 萬 | 0.01% | +7,003+117.3% | 加碼 |
| Groupama Asset Managment | 13,175 | $131.1 萬 | 0.02% | – | – |
| Emerald Advisers, LLC | 13,264 | $133.5 萬 | 0.05% | −580,749−97.8% | 減碼 |
| OrbiMed Advisors LLC | 13,459 | $135.5 萬 | 0.03% | −15,200−53.0% | 減碼 |
| Mackenzie Financial Corp | 13,581 | $136.7 萬 | 0.00% | +478+3.6% | 加碼 |
| Laurion Capital Management LP | 14,347 | $144.4 萬 | 0.17% | +14,347 | 新進 |
| Superstring Capital Management LP | 14,571 | $146.6 萬 | 1.83% | +14,571 | 新進 |
| Sectoral Asset Management Inc | 14,880 | $149.8 萬 | 0.99% | −350−2.3% | 減碼 |
| Wolverine Trading, LLC | 15,088 | $150.1 萬 | 0.04% | +15,088 | 新進 |
| CI Private Wealth, LLC | 15,024 | $151.2 萬 | 0.00% | +2,705+22.0% | 加碼 |
| Simplify Asset Management Inc. | 15,536 | $156.4 萬 | 0.09% | −5,094−24.7% | 減碼 |
| Aigen Investment Management, LP | 15,961 | $160.6 萬 | 0.22% | +15,961 | 新進 |
| Atria Investments LLC | 16,810 | $169.2 萬 | 0.02% | +7,219+75.3% | 加碼 |
| Dana Investment Advisors, Inc. | 17,098 | $172.1 萬 | 0.06% | −1,348−7.3% | 減碼 |
| Bollard Group LLC | 17,191 | $173.0 萬 | 0.04% | +17,191 | 新進 |
| Neo Ivy Capital Management | 17,256 | $173.7 萬 | 0.55% | +12,804+287.6% | 加碼 |
| Two Sigma Advisers, LP | 17,500 | $176.1 萬 | 0.00% | −139,700−88.9% | 減碼 |
| Virginia Retirement Systems Et Al | 18,165 | $182.8 萬 | 0.01% | +2,100+13.1% | 加碼 |
| New York Life Investment Management LLC | 18,680 | $188.0 萬 | 0.02% | −124−0.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 19,016 | $191.4 萬 | 0.08% | −20,897−52.4% | 減碼 |
| SummitTX Capital, L.P. | 19,081 | $192.0 萬 | 0.09% | +1,153+6.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 19,258 | $193.8 萬 | 0.01% | −316−1.6% | 減碼 |
| Profund Advisors LLC | 19,558 | $196.8 萬 | 0.07% | −12,539−39.1% | 減碼 |
| Point72 (DIFC) Ltd | 19,580 | $197.1 萬 | 0.16% | +19,580 | 新進 |
| Oppenheimer Asset Management Inc. | 21,374 | $215.1 萬 | 0.02% | +1,439+7.2% | 加碼 |
| Kennedy Capital Management, Inc. | 21,897 | $220.4 萬 | 0.05% | −12,500−36.3% | 減碼 |
| Quantbot Technologies LP | 22,067 | $222.1 萬 | 0.06% | +22,067 | 新進 |
| Winton Group Ltd | 22,268 | $224.1 萬 | 0.11% | +22,268 | 新進 |
| Calamos Advisors LLC | 22,952 | $231.0 萬 | 0.01% | −16,349−41.6% | 減碼 |
| Atomi Financial Group, Inc. | 23,095 | $232.4 萬 | 0.09% | −2,331−9.2% | 減碼 |
| F/M Investments LLC | 23,561 | $237.1 萬 | 0.09% | −2,592−9.9% | 減碼 |
| Xponance, Inc. | 24,841 | $250.0 萬 | 0.02% | +11,482+85.9% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 25,424 | $255.9 萬 | 0.16% | −328,407−92.8% | 減碼 |
| Baird Financial Group, Inc. | 25,721 | $258.9 萬 | 0.00% | +25,721 | 新進 |
| UBS Oconnor LLC | 26,301 | $264.7 萬 | 0.07% | +874+3.4% | 加碼 |
| Resolute Capital Asset Partners LLC | 27,301 | $274.8 萬 | 1.44% | +27,301 | 新進 |
| CSS LLC | 27,375 | $275.5 萬 | 0.17% | +27,375 | 新進 |
| Scientech Research LLC | 27,642 | $278.2 萬 | 0.68% | +27,642 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 27,789 | $279.7 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 28,141 | $283.2 萬 | 0.01% | −3,297−10.5% | 減碼 |
| Mariner, LLC | 29,375 | $295.6 萬 | 0.00% | −2,473−7.8% | 減碼 |
| Bank of Montreal | 29,685 | $298.7 萬 | 0.00% | −721−2.4% | 減碼 |
| ArrowMark Colorado Holdings LLC | 30,000 | $301.9 萬 | 0.05% | 00.0% | 不變 |
| Cetera Investment Advisers | 31,462 | $316.6 萬 | 0.01% | +10,783+52.1% | 加碼 |
| MYDA Advisors LLC | 32,000 | $322.0 萬 | 0.90% | +24,000+300.0% | 加碼 |
| Assetmark, Inc | 32,125 | $323.3 萬 | 0.01% | +5,892+22.5% | 加碼 |
| Cinctive Capital Management LP | 32,874 | $330.8 萬 | 0.18% | +9,321+39.6% | 加碼 |
| Oak Ridge Investments LLC | 34,188 | $344.1 萬 | 0.25% | −7,757−18.5% | 減碼 |
| Natixis Advisors, L.P. | 35,459 | $356.9 萬 | 0.01% | +5,597+18.7% | 加碼 |
| Legato Capital Management LLC | 36,079 | $363.1 萬 | 0.43% | −5,778−13.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 36,582 | $368.2 萬 | 0.35% | +277+0.8% | 加碼 |
| Nebula Research & Development LLC | 36,661 | $369.0 萬 | 0.31% | +33,282+985.0% | 加碼 |
| Bamco Inc | 36,700 | $369.3 萬 | 0.01% | −23,300−38.8% | 減碼 |