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 3 季 13F 持有人
INSMED Inc 在 2025/9/30 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
- 566
- 較 2025 年第 2 季 +59 家
- 持有股數
- 2.11 億
- 較 2025 年第 2 季 +244.5 萬 (+1.2%)
- 總市值
- $303.2 億
- 較 2025 年第 2 季 +$93.7 億 (+44.7%)
- 新進機構
- 130
- 另有 194 家加碼
- 清倉機構
- 71
- 另有 197 家減碼
另有 9 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 23,047,676 | $33.2 億 | 0.21% | +7,411,277+47.4% | 加碼 |
| Darwin Global Management, Ltd. | 20,457,445 | $29.0 億 | 80.54% | +1,112,824+5.8% | 加碼 |
| Vanguard Group Inc | 19,935,820 | $28.7 億 | 0.04% | +2,291,328+13.0% | 加碼 |
| BlackRock, Inc. | 12,364,904 | $17.8 億 | 0.03% | +1,222,472+11.0% | 加碼 |
| FMR LLC | 9,180,963 | $13.2 億 | 0.07% | +4,087,702+80.3% | 加碼 |
| Capital International Investors | 7,553,853 | $10.9 億 | 0.18% | +74,994+1.0% | 加碼 |
| Price T Rowe Associates Inc | 6,931,466 | $9.98 億 | 0.11% | −4,299,239−38.3% | 減碼 |
| Baker Bros. Advisors LP | 6,703,484 | $9.65 億 | 6.98% | −1,009,416−13.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 5,657,464 | $8.15 億 | 0.66% | +2,234,845+65.3% | 加碼 |
| Artisan Partners Limited Partnership | 4,937,683 | $7.11 億 | 1.02% | +1,623,342+49.0% | 加碼 |
| State Street Corp | 3,984,354 | $5.74 億 | 0.02% | −293,534−6.9% | 減碼 |
| Geode Capital Management, LLC | 3,759,427 | $5.42 億 | 0.03% | +418,720+12.5% | 加碼 |
| Orbis Allan Gray Ltd | 3,250,868 | $4.68 億 | 2.01% | +1,726,734+113.3% | 加碼 |
| RTW Investments, LP | 3,084,558 | $4.44 億 | 5.47% | 00.0% | 不變 |
| Ameriprise Financial Inc | 2,721,879 | $3.92 億 | 0.09% | −236,094−8.0% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 2,423,435 | $3.49 億 | 8.88% | +170,000+7.5% | 加碼 |
| Millennium Management LLC | 2,336,112 | $3.36 億 | 0.26% | +214,395+10.1% | 加碼 |
| Franklin Resources Inc | 2,139,725 | $3.08 億 | 0.08% | −210,408−9.0% | 減碼 |
| Citadel Advisors LLC | 2,057,641 | $2.96 億 | 0.24% | +524,364+34.2% | 加碼 |
| Invesco Ltd. | 2,003,871 | $2.89 億 | 0.05% | +107,538+5.7% | 加碼 |
| UBS Group AG | 1,646,239 | $2.37 億 | 0.05% | +1,352,785+461.0% | 加碼 |
| Bank of America Corp | 1,601,806 | $2.31 億 | 0.02% | +375,069+30.6% | 加碼 |
| Integral Health Asset Management, LLC | 1,600,000 | $2.30 億 | 16.80% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 1,555,057 | $2.24 億 | 0.58% | −110,545−6.6% | 減碼 |
| Qube Research & Technologies Ltd | 1,544,315 | $2.22 億 | 0.31% | +462,265+42.7% | 加碼 |
| Lord, Abbett & Co. LLC | 1,444,656 | $2.08 億 | 0.62% | −101,203−6.5% | 減碼 |
| Royal Bank of Canada | 1,355,331 | $1.95 億 | 0.03% | +927,530+216.8% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,252,503 | $1.80 億 | 0.29% | −1,606,949−56.2% | 減碼 |
| Janus Henderson Group PLC | 1,202,783 | $1.73 億 | 0.08% | −1,090,359−47.5% | 減碼 |
| Bank of New York Mellon Corp | 1,138,901 | $1.64 億 | 0.03% | −58,572−4.9% | 減碼 |
| Pictet Asset Management Holding SA | 1,140,827 | $1.64 億 | 0.16% | −412,801−26.6% | 減碼 |
| Castle Hook Partners LP | 1,091,405 | $1.57 億 | 2.38% | +638,749+141.1% | 加碼 |
| Holocene Advisors, LP | 1,083,681 | $1.56 億 | 0.36% | −933,125−46.3% | 減碼 |
| Northern Trust Corp | 1,072,942 | $1.55 億 | 0.02% | +103,142+10.6% | 加碼 |
| Clearbridge Investments, LLC | 1,068,018 | $1.54 億 | 0.12% | −356,544−25.0% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,041,845 | $1.50 億 | 4.89% | +32,908+3.3% | 加碼 |
| Nwi Management LP | 1,021,000 | $1.47 億 | 14.52% | +301,000+41.8% | 加碼 |
| Eventide Asset Management, LLC | 1,005,107 | $1.45 億 | 2.38% | −191,387−16.0% | 減碼 |
| Charles Schwab Investment Management Inc | 975,279 | $1.40 億 | 0.02% | −324,289−25.0% | 減碼 |
| Morgan Stanley | 963,631 | $1.39 億 | 0.01% | −80,160−7.7% | 減碼 |
| Hood River Capital Management LLC | 881,403 | $1.27 億 | 1.50% | −18,200−2.0% | 減碼 |
| Alliancebernstein L.P. | 868,772 | $1.25 億 | 0.04% | −474,440−35.3% | 減碼 |
| Principal Financial Group Inc | 864,294 | $1.24 億 | 0.06% | −483,733−35.9% | 減碼 |
| FIL Ltd | 851,954 | $1.23 億 | 0.10% | −313,510−26.9% | 減碼 |
| Goldman Sachs Group Inc | 829,317 | $1.19 億 | 0.02% | −981,578−54.2% | 減碼 |
| Fiera Capital Corp | 809,121 | $1.17 億 | 0.38% | +61,084+8.2% | 加碼 |
| Jane Street Group, LLC | 791,734 | $1.14 億 | 0.13% | −561,188−41.5% | 減碼 |
| Two Sigma Investments, LP | 772,780 | $1.11 億 | 0.17% | +396,272+105.2% | 加碼 |
| Raymond James Financial Inc | 759,978 | $1.09 億 | 0.04% | −24,573−3.1% | 減碼 |
| Artia Global Partners LP | 732,212 | $1.05 億 | 18.55% | −20,500−2.7% | 減碼 |
| Wellington Management Group LLP | 718,043 | $1.03 億 | 0.02% | −441,656−38.1% | 減碼 |
| Perceptive Advisors LLC | 702,130 | $1.01 億 | 2.92% | +51,878+8.0% | 加碼 |
| Marshall Wace, LLP | 658,647 | $9,485 萬 | 0.10% | −454,714−40.8% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 656,539 | $9,455 萬 | 1.27% | −147,594−18.4% | 減碼 |
| Macquarie Group Ltd | 649,847 | $9,358 萬 | 0.11% | −481,076−42.5% | 減碼 |
| Ensign Peak Advisors, Inc | 642,034 | $9,246 萬 | 0.15% | +77,645+13.8% | 加碼 |
| Jennison Associates LLC | 602,775 | $8,681 萬 | 0.05% | −112,831−15.8% | 減碼 |
| GW&K Investment Management, LLC | 601,803 | $8,667 萬 | 0.77% | −672,513−52.8% | 減碼 |
| SEI Investments Co | 593,885 | $8,553 萬 | 0.09% | +160,257+37.0% | 加碼 |
| Nuveen, LLC | 588,122 | $8,470 萬 | 0.02% | −865−0.1% | 減碼 |
| 1832 Asset Management L.P. | 584,800 | $8,422 萬 | 0.14% | +584,800 | 新進 |
| Wells Fargo & Company | 513,849 | $7,400 萬 | 0.02% | +254,642+98.2% | 加碼 |
| UBS Asset Management Americas Inc | 512,749 | $7,384 萬 | 0.02% | −183,212−26.3% | 減碼 |
| Bank of Nova Scotia | 506,245 | $7,290 萬 | 0.13% | +506,245 | 新進 |
| Alkeon Capital Management LLC | 500,000 | $7,201 萬 | 0.33% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 492,296 | $7,090 萬 | 0.08% | −301,273−38.0% | 減碼 |
| Palo Alto Investors LP | 491,805 | $7,082 萬 | 13.11% | −373,308−43.2% | 減碼 |
| Westfield Capital Management Co LP | 487,927 | $7,027 萬 | 0.29% | −851,361−63.6% | 減碼 |
| Voloridge Investment Management, LLC | 471,649 | $6,792 萬 | 0.23% | +158,596+50.7% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 471,000 | $6,783 萬 | 1.04% | −229,700−32.8% | 減碼 |
| Point72 Asset Management, L.P. | 464,217 | $6,685 萬 | 0.15% | −26,450−5.4% | 減碼 |
| Affinity Asset Advisors, LLC | 450,000 | $6,480 萬 | 6.03% | −25,000−5.3% | 減碼 |
| New York State Common Retirement Fund | 445,876 | $6,421 萬 | 0.08% | +18,123+4.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 433,340 | $6,241 萬 | 0.05% | −320,820−42.5% | 減碼 |
| Cormorant Asset Management, LP | 430,000 | $6,192 萬 | 4.27% | −110,000−20.4% | 減碼 |
| TimesSquare Capital Management, LLC | 425,085 | $6,122 萬 | 0.88% | −448,406−51.3% | 減碼 |
| TD Asset Management Inc | 398,256 | $5,735 萬 | 0.05% | +3,062+0.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 397,588 | $5,726 萬 | 0.30% | −41,100−9.4% | 減碼 |
| Dimensional Fund Advisors LP | 386,671 | $5,567 萬 | 0.01% | −25,073−6.1% | 減碼 |
| Rock Springs Capital Management LP | 385,000 | $5,544 萬 | 3.24% | −140,000−26.7% | 減碼 |
| ING Groep NV | 373,500 | $5,379 萬 | 0.29% | +373,500 | 新進 |
| Polar Capital Holdings Plc | 371,887 | $5,356 萬 | 0.26% | −326,073−46.7% | 減碼 |
| Swiss National Bank | 371,300 | $5,347 萬 | 0.03% | +23,900+6.9% | 加碼 |
| Victory Capital Management Inc | 354,907 | $5,111 萬 | 0.03% | +172,134+94.2% | 加碼 |
| Renaissance Technologies LLC | 352,887 | $5,082 萬 | 0.07% | +44,200+14.3% | 加碼 |
| Amundi | 317,096 | $5,019 萬 | 0.02% | +305,597+2,657.6% | 加碼 |
| Envestnet Asset Management Inc | 342,785 | $4,936 萬 | 0.01% | −23,042−6.3% | 減碼 |
| Long Focus Capital Management, LLC | 338,000 | $4,868 萬 | 2.78% | −182,200−35.0% | 減碼 |
| Frontier Capital Management Co LLC | 328,884 | $4,736 萬 | 0.42% | +181,083+122.5% | 加碼 |
| Federated Hermes, Inc. | 328,223 | $4,727 萬 | 0.08% | +219,838+202.8% | 加碼 |
| Patient Square Capital LP | 326,400 | $4,700 萬 | 12.57% | −32,400−9.0% | 減碼 |
| First Turn Management, LLC | 319,773 | $4,605 萬 | 6.91% | −52,899−14.2% | 減碼 |
| California Public Employees Retirement System | 310,886 | $4,477 萬 | 0.03% | +88,650+39.9% | 加碼 |
| Brevan Howard Capital Management LP | 294,047 | $4,235 萬 | 0.61% | +91,453+45.1% | 加碼 |
| Samlyn Capital, LLC | 292,643 | $4,214 萬 | 0.60% | +292,643 | 新進 |
| AQR Capital Management LLC | 287,286 | $4,094 萬 | 0.03% | +237,571+477.9% | 加碼 |
| Eagle Health Investments LP | 271,600 | $3,911 萬 | 10.27% | −157,000−36.6% | 減碼 |
| First Trust Advisors LP | 240,646 | $3,466 萬 | 0.03% | +193,254+407.8% | 加碼 |
| Standard Life Aberdeen plc | 234,622 | $3,379 萬 | 0.05% | −75,127−24.3% | 減碼 |
| Susquehanna International Group, LLP | 233,106 | $3,357 萬 | 0.05% | +20,884+9.8% | 加碼 |