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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 208,345 | $2,097 萬 | 0.02% | −95,212−31.4% | 減碼 |
| Squarepoint Ops LLC | 210,647 | $2,120 萬 | 0.05% | +210,647 | 新進 |
| Caption Management, LLC | 210,928 | $2,123 萬 | 1.94% | +210,928 | 新進 |
| Susquehanna International Group, LLP | 212,222 | $2,136 萬 | 0.03% | −236,392−52.7% | 減碼 |
| California Public Employees Retirement System | 222,236 | $2,237 萬 | 0.01% | −43,241−16.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 224,302 | $2,257 萬 | 0.55% | +224,302 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 226,142 | $2,276 萬 | 0.08% | +210,999+1,393.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 226,265 | $2,277 萬 | 0.02% | −92,127−28.9% | 減碼 |
| AXA S.A. | 226,603 | $2,281 萬 | 0.07% | +22,746+11.2% | 加碼 |
| Comerica Bank | 232,399 | $2,339 萬 | 0.09% | −57,876−19.9% | 減碼 |
| Russell Investments Group, Ltd. | 234,617 | $2,361 萬 | 0.03% | −68,379−22.6% | 減碼 |
| Suvretta Capital Management, LLC | 238,783 | $2,403 萬 | 0.91% | −1,253,600−84.0% | 減碼 |
| Woodline Partners LP | 248,921 | $2,505 萬 | 0.13% | +151+0.1% | 加碼 |
| Silverarc Capital Management, LLC | 249,060 | $2,507 萬 | 5.13% | −72,306−22.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 250,100 | $2,517 萬 | 0.05% | +250,100 | 新進 |
| Wells Fargo & Company | 259,207 | $2,609 萬 | 0.01% | +53,696+26.1% | 加碼 |
| C WorldWide Group Holding A/S | 271,110 | $2,729 萬 | 0.37% | −50,000−15.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 283,102 | $2,849 萬 | 0.31% | +283,102 | 新進 |
| UBS Group AG | 293,454 | $2,953 萬 | 0.01% | −184,182−38.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 304,310 | $2,971 萬 | 0.05% | −134,364−30.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 302,065 | $3,040 萬 | 0.07% | −311,204−50.7% | 減碼 |
| Renaissance Technologies LLC | 308,687 | $3,107 萬 | 0.04% | +308,687 | 新進 |
| Standard Life Aberdeen plc | 309,749 | $3,117 萬 | 0.05% | −26,608−7.9% | 減碼 |
| Voloridge Investment Management, LLC | 313,053 | $3,151 萬 | 0.12% | +310,376+11,594.2% | 加碼 |
| Sofinnova Investments, Inc. | 313,923 | $3,159 萬 | 2.15% | +9,669+3.2% | 加碼 |
| Los Angeles Capital Management LLC | 330,800 | $3,329 萬 | 0.12% | +318,716+2,637.5% | 加碼 |
| Weiss Asset Management LP | 339,825 | $3,420 萬 | 0.54% | +339,825 | 新進 |
| Swiss National Bank | 347,400 | $3,496 萬 | 0.02% | +18,100+5.5% | 加碼 |
| Patient Square Capital LP | 358,800 | $3,611 萬 | 13.02% | +28,550+8.6% | 加碼 |
| Envestnet Asset Management Inc | 365,827 | $3,682 萬 | 0.01% | +40,520+12.5% | 加碼 |
| First Turn Management, LLC | 372,672 | $3,751 萬 | 7.00% | −28,957−7.2% | 減碼 |
| Two Sigma Investments, LP | 376,508 | $3,789 萬 | 0.07% | −30,395−7.5% | 減碼 |
| TD Asset Management Inc | 395,194 | $3,977 萬 | 0.03% | −107,038−21.3% | 減碼 |
| Voya Investment Management LLC | 407,679 | $4,103 萬 | 0.04% | −177,749−30.4% | 減碼 |
| Dimensional Fund Advisors LP | 411,744 | $4,143 萬 | 0.01% | +39,744+10.7% | 加碼 |
| New York State Common Retirement Fund | 427,753 | $4,305 萬 | 0.06% | +72,031+20.2% | 加碼 |
| Royal Bank of Canada | 427,801 | $4,306 萬 | 0.01% | +182,539+74.4% | 加碼 |
| Eagle Health Investments LP | 428,600 | $4,313 萬 | 10.65% | −14,700−3.3% | 減碼 |
| SEI Investments Co | 433,628 | $4,364 萬 | 0.05% | +37,649+9.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 438,688 | $4,415 萬 | 0.25% | −16,720−3.7% | 減碼 |
| Castle Hook Partners LP | 452,656 | $4,556 萬 | 0.67% | +452,656 | 新進 |
| Affinity Asset Advisors, LLC | 475,000 | $4,780 萬 | 7.07% | +335,000+239.3% | 加碼 |
| Point72 Asset Management, L.P. | 490,667 | $4,938 萬 | 0.12% | +490,667 | 新進 |
| Alkeon Capital Management LLC | 500,000 | $5,032 萬 | 0.24% | +500,000 | 新進 |
| Long Focus Capital Management, LLC | 520,200 | $5,235 萬 | 3.38% | −110,600−17.5% | 減碼 |
| Rock Springs Capital Management LP | 525,000 | $5,284 萬 | 3.29% | +9,100+1.8% | 加碼 |
| Cormorant Asset Management, LP | 540,000 | $5,435 萬 | 4.05% | +15,000+2.9% | 加碼 |
| Ensign Peak Advisors, Inc | 564,389 | $5,680 萬 | 0.10% | −25,010−4.2% | 減碼 |
| Brown Advisory Inc | 579,846 | $5,836 萬 | 0.08% | −92,604−13.8% | 減碼 |
| Nuveen, LLC | 588,987 | $5,928 萬 | 0.02% | −569,107−49.1% | 減碼 |
| Alyeska Investment Group, L.P. | 603,702 | $6,076 萬 | 0.22% | −131,298−17.9% | 減碼 |
| Perceptive Advisors LLC | 650,252 | $6,544 萬 | 2.46% | +140,952+27.7% | 加碼 |
| Novo Holdings A/S | 680,000 | $6,844 萬 | 4.83% | −44,666−6.2% | 減碼 |
| UBS Asset Management Americas Inc | 695,961 | $7,004 萬 | 0.01% | +156,477+29.0% | 加碼 |
| Polar Capital Holdings Plc | 697,960 | $7,024 萬 | 0.37% | −30,795−4.2% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 700,700 | $7,052 萬 | 1.28% | +242,700+53.0% | 加碼 |
| Jennison Associates LLC | 715,606 | $7,202 萬 | 0.04% | −32,707−4.4% | 減碼 |
| Nwi Management LP | 720,000 | $7,246 萬 | 6.65% | +270,000+60.0% | 加碼 |
| HRT Financial LP | 729,597 | $7,343 萬 | 0.32% | +729,597 | 新進 |
| Fiera Capital Corp | 748,037 | $7,528 萬 | 0.26% | +168,800+29.1% | 加碼 |
| Artia Global Partners LP | 752,712 | $7,575 萬 | 19.48% | +434,473+136.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 754,160 | $7,590 萬 | 0.06% | +292,497+63.4% | 加碼 |
| Raymond James Financial Inc | 784,551 | $7,896 萬 | 0.03% | +375,614+91.9% | 加碼 |
| Loomis Sayles & Co L P | 793,569 | $7,986 萬 | 0.10% | −215,897−21.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 804,133 | $8,093 萬 | 1.24% | +379,008+89.2% | 加碼 |
| Palo Alto Investors LP | 865,113 | $8,706 萬 | 18.52% | −122,040−12.4% | 減碼 |
| TimesSquare Capital Management, LLC | 873,491 | $8,791 萬 | 1.27% | −190,657−17.9% | 減碼 |
| Hood River Capital Management LLC | 899,603 | $9,054 萬 | 1.26% | −658,683−42.3% | 減碼 |
| Northern Trust Corp | 969,800 | $9,760 萬 | 0.01% | −714,038−42.4% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,008,937 | $1.02 億 | 3.96% | +304,571+43.2% | 加碼 |
| Morgan Stanley | 1,043,791 | $1.05 億 | 0.01% | −15,865−1.5% | 減碼 |
| Qube Research & Technologies Ltd | 1,082,050 | $1.09 億 | 0.15% | +1,082,050 | 新進 |
| Marshall Wace, LLP | 1,113,361 | $1.12 億 | 0.13% | +417,124+59.9% | 加碼 |
| Macquarie Group Ltd | 1,130,923 | $1.14 億 | 0.14% | −1,231,182−52.1% | 減碼 |
| Wellington Management Group LLP | 1,159,699 | $1.17 億 | 0.02% | −62,928−5.1% | 減碼 |
| FIL Ltd | 1,165,464 | $1.17 億 | 0.10% | −1,224,737−51.2% | 減碼 |
| Eventide Asset Management, LLC | 1,196,494 | $1.20 億 | 2.11% | +14,819+1.3% | 加碼 |
| Bank of New York Mellon Corp | 1,197,473 | $1.21 億 | 0.02% | +40,723+3.5% | 加碼 |
| Bank of America Corp | 1,226,737 | $1.23 億 | 0.01% | −126,262−9.3% | 減碼 |
| GW&K Investment Management, LLC | 1,274,316 | $1.28 億 | 1.15% | −103,410−7.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,299,568 | $1.31 億 | 0.02% | −303,087−18.9% | 減碼 |
| Westfield Capital Management Co LP | 1,339,288 | $1.35 億 | 0.57% | −67,321−4.8% | 減碼 |
| Alliancebernstein L.P. | 1,343,212 | $1.35 億 | 0.04% | −1,080,301−44.6% | 減碼 |
| Principal Financial Group Inc | 1,348,027 | $1.36 億 | 0.07% | −407,346−23.2% | 減碼 |
| Jane Street Group, LLC | 1,352,922 | $1.36 億 | 0.22% | +1,228,335+985.9% | 加碼 |
| Clearbridge Investments, LLC | 1,424,562 | $1.43 億 | 0.12% | −404,166−22.1% | 減碼 |
| Orbis Allan Gray Ltd | 1,524,134 | $1.53 億 | 0.75% | +1,524,134 | 新進 |
| Citadel Advisors LLC | 1,533,277 | $1.54 億 | 0.13% | +1,158,462+309.1% | 加碼 |
| Lord, Abbett & Co. LLC | 1,545,859 | $1.56 億 | 0.50% | +195,272+14.5% | 加碼 |
| Pictet Asset Management Holding SA | 1,553,628 | $1.56 億 | 0.16% | −459,701−22.8% | 減碼 |
| Integral Health Asset Management, LLC | 1,600,000 | $1.61 億 | 15.04% | +50,000+3.2% | 加碼 |
| William Blair Investment Management, LLC | 1,665,602 | $1.68 億 | 0.44% | −647,615−28.0% | 減碼 |
| Deep Track Capital, LP | 1,750,000 | $1.76 億 | 5.66% | +1,495,249+586.9% | 加碼 |
| Goldman Sachs Group Inc | 1,810,895 | $1.82 億 | 0.03% | +408,274+29.1% | 加碼 |
| Invesco Ltd. | 1,896,333 | $1.91 億 | 0.03% | +105,009+5.9% | 加碼 |
| Norges Bank | 1,934,899 | $1.95 億 | 0.02% | +192,056+11.0% | 加碼 |
| Holocene Advisors, LP | 2,016,806 | $2.03 億 | 0.50% | −9,616−0.5% | 減碼 |
| Millennium Management LLC | 2,121,717 | $2.14 億 | 0.19% | +1,442,526+212.4% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 2,253,435 | $2.27 億 | 5.79% | +884,385+64.6% | 加碼 |
| Janus Henderson Group PLC | 2,293,142 | $2.31 億 | 0.11% | +747,723+48.4% | 加碼 |