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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,529 | $785.3 萬 | 0.01% | −31,864−36.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 54,784 | $788.9 萬 | 0.03% | +26,995+97.1% | 加碼 |
| Rafferty Asset Management, LLC | 55,159 | $794.3 萬 | 0.03% | −42,951−43.8% | 減碼 |
| Jain Global LLC | 55,938 | $805.6 萬 | 0.10% | −71,223−56.0% | 減碼 |
| Arizona State Retirement System | 56,164 | $808.8 萬 | 0.04% | +3,131+5.9% | 加碼 |
| Nwam LLC | 49,538 | $831.8 萬 | 0.45% | −322−0.6% | 減碼 |
| Public Employees Retirement System of Ohio | 58,191 | $838.0 萬 | 0.03% | +2,766+5.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 60,635 | $873.2 萬 | 0.06% | −22,804−27.3% | 減碼 |
| Canada Pension Plan Investment Board | 62,013 | $893.0 萬 | 0.01% | −25,587−29.2% | 減碼 |
| Allianz Asset Management GmbH | 66,083 | $951.7 萬 | 0.01% | −14,339−17.8% | 減碼 |
| Cinctive Capital Management LP | 66,181 | $953.1 萬 | 0.48% | +33,307+101.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 66,324 | $955.1 萬 | 0.04% | +2,227+3.5% | 加碼 |
| Mutual of America Capital Management LLC | 69,754 | $1,005 萬 | 0.11% | −16,738−19.4% | 減碼 |
| Schroder Investment Management Group | 70,921 | $1,005 萬 | 0.01% | −16,694−19.1% | 減碼 |
| Creative Planning | 69,855 | $1,006 萬 | 0.01% | −2,321−3.2% | 減碼 |
| Stifel Financial Corp | 69,860 | $1,006 萬 | 0.01% | +15,858+29.4% | 加碼 |
| Aquatic Capital Management LLC | 76,343 | $1,099 萬 | 0.20% | −123,591−61.8% | 減碼 |
| American Century Companies Inc | 76,679 | $1,104 萬 | 0.01% | −113,385−59.7% | 減碼 |
| Trexquant Investment LP | 76,753 | $1,105 萬 | 0.11% | +1,488+2.0% | 加碼 |
| Rice Hall James & Associates, LLC | 79,667 | $1,147 萬 | 0.63% | −7,103−8.2% | 減碼 |
| Citigroup Inc | 80,086 | $1,153 萬 | 0.01% | −6,562−7.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 82,514 | $1,188 萬 | 0.10% | +14,611+21.5% | 加碼 |
| Treasurer of the State of North Carolina | 83,752 | $1,206 萬 | 0.04% | +362+0.4% | 加碼 |
| Man Group plc | 85,169 | $1,227 萬 | 0.02% | +85,169 | 新進 |
| Essex Investment Management Co LLC | 87,077 | $1,254 萬 | 1.92% | +20,732+31.2% | 加碼 |
| EULAV Asset Management | 90,000 | $1,296 萬 | 0.30% | +90,000 | 新進 |
| Bank of Montreal | 91,766 | $1,322 萬 | 0.01% | +62,081+209.1% | 加碼 |
| Royce & Associates LP | 92,376 | $1,330 萬 | 0.13% | +2,349+2.6% | 加碼 |
| LMR Partners LLP | 93,912 | $1,352 萬 | 0.17% | +24,912+36.1% | 加碼 |
| Fred Alger Management, LLC | 94,033 | $1,354 萬 | 0.05% | −95,686−50.4% | 減碼 |
| Atika Capital Management LLC | 95,000 | $1,368 萬 | 1.17% | +95,000 | 新進 |
| Driehaus Capital Management LLC | 99,301 | $1,430 萬 | 0.10% | −8,780−8.1% | 減碼 |
| Sofinnova Investments, Inc. | 104,339 | $1,503 萬 | 0.92% | −209,584−66.8% | 減碼 |
| Van Eck Associates Corp | 106,702 | $1,537 萬 | 0.01% | −13,084−10.9% | 減碼 |
| LPL Financial LLC | 106,938 | $1,540 萬 | 0.00% | +35,526+49.7% | 加碼 |
| Axiom Investors LLC | 107,733 | $1,551 萬 | 0.11% | +46,992+77.4% | 加碼 |
| Jefferies Financial Group Inc. | 108,097 | $1,557 萬 | 0.14% | +103,114+2,069.3% | 加碼 |
| Barclays PLC | 114,196 | $1,645 萬 | 0.01% | −74,668−39.5% | 減碼 |
| Woodline Partners LP | 126,262 | $1,818 萬 | 0.09% | −122,659−49.3% | 減碼 |
| Los Angeles Capital Management LLC | 127,503 | $1,836 萬 | 0.06% | −203,297−61.5% | 減碼 |
| Assenagon Asset Management S.A. | 129,245 | $1,861 萬 | 0.03% | +55,841+76.1% | 加碼 |
| Rhenman & Partners Asset Management AB | 131,885 | $1,899 萬 | 2.10% | −43,550−24.8% | 減碼 |
| State of Wisconsin Investment Board | 133,365 | $1,921 萬 | 0.04% | +15,404+13.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 135,020 | $1,944 萬 | 0.03% | +4,855+3.7% | 加碼 |
| Algert Global LLC | 144,726 | $2,084 萬 | 0.35% | +62,802+76.7% | 加碼 |
| Neuberger Berman Group LLC | 150,106 | $2,162 萬 | 0.02% | +139,211+1,277.8% | 加碼 |
| AXA Investment Managers S.A. | 156,431 | $2,253 萬 | 0.06% | +156,431 | 新進 |
| Comerica Bank | 161,804 | $2,330 萬 | 0.09% | −70,595−30.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 164,400 | $2,368 萬 | 0.04% | +164,400 | 新進 |
| Russell Investments Group, Ltd. | 166,459 | $2,397 萬 | 0.03% | −68,158−29.1% | 減碼 |
| California State Teachers Retirement System | 179,402 | $2,584 萬 | 0.03% | +5,873+3.4% | 加碼 |
| Nicholas Investment Partners, LP | 180,451 | $2,599 萬 | 1.99% | −14,943−7.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 193,830 | $2,791 萬 | 0.02% | −32,435−14.3% | 減碼 |
| C WorldWide Group Holding A/S | 196,110 | $2,824 萬 | 0.44% | −75,000−27.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 198,702 | $2,862 萬 | 0.07% | −103,363−34.2% | 減碼 |
| Novo Holdings A/S | 200,000 | $2,880 萬 | 1.86% | −480,000−70.6% | 減碼 |
| Tang Capital Management LLC | 200,000 | $2,880 萬 | 1.11% | 00.0% | 不變 |
| Nearwater Capital Markets, Ltd | 200,000 | $2,880 萬 | 0.39% | +200,000 | 新進 |
| Deutsche Bank AG | 204,354 | $2,943 萬 | 0.01% | +2,719+1.3% | 加碼 |
| Silverarc Capital Management, LLC | 206,648 | $2,976 萬 | 4.31% | −42,412−17.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 207,527 | $2,989 萬 | 0.47% | 00.0% | 不變 |
| Legal & General Group Plc | 208,021 | $2,996 萬 | 0.01% | +170+0.1% | 加碼 |
| Rhumbline Advisers | 212,903 | $3,066 萬 | 0.02% | +4,558+2.2% | 加碼 |
| Suvretta Capital Management, LLC | 217,783 | $3,136 萬 | 0.95% | −21,000−8.8% | 減碼 |
| Voya Investment Management LLC | 219,839 | $3,166 萬 | 0.03% | −187,840−46.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 227,629 | $3,353 萬 | 0.05% | −76,681−25.2% | 減碼 |
| Susquehanna International Group, LLP | 233,106 | $3,357 萬 | 0.05% | +20,884+9.8% | 加碼 |
| Standard Life Aberdeen plc | 234,622 | $3,379 萬 | 0.05% | −75,127−24.3% | 減碼 |
| First Trust Advisors LP | 240,646 | $3,466 萬 | 0.03% | +193,254+407.8% | 加碼 |
| Eagle Health Investments LP | 271,600 | $3,911 萬 | 10.27% | −157,000−36.6% | 減碼 |
| AQR Capital Management LLC | 287,286 | $4,094 萬 | 0.03% | +237,571+477.9% | 加碼 |
| Samlyn Capital, LLC | 292,643 | $4,214 萬 | 0.60% | +292,643 | 新進 |
| Brevan Howard Capital Management LP | 294,047 | $4,235 萬 | 0.61% | +91,453+45.1% | 加碼 |
| California Public Employees Retirement System | 310,886 | $4,477 萬 | 0.03% | +88,650+39.9% | 加碼 |
| First Turn Management, LLC | 319,773 | $4,605 萬 | 6.91% | −52,899−14.2% | 減碼 |
| Patient Square Capital LP | 326,400 | $4,700 萬 | 12.57% | −32,400−9.0% | 減碼 |
| Federated Hermes, Inc. | 328,223 | $4,727 萬 | 0.08% | +219,838+202.8% | 加碼 |
| Frontier Capital Management Co LLC | 328,884 | $4,736 萬 | 0.42% | +181,083+122.5% | 加碼 |
| Long Focus Capital Management, LLC | 338,000 | $4,868 萬 | 2.78% | −182,200−35.0% | 減碼 |
| Envestnet Asset Management Inc | 342,785 | $4,936 萬 | 0.01% | −23,042−6.3% | 減碼 |
| Amundi | 317,096 | $5,019 萬 | 0.02% | +305,597+2,657.6% | 加碼 |
| Renaissance Technologies LLC | 352,887 | $5,082 萬 | 0.07% | +44,200+14.3% | 加碼 |
| Victory Capital Management Inc | 354,907 | $5,111 萬 | 0.03% | +172,134+94.2% | 加碼 |
| Swiss National Bank | 371,300 | $5,347 萬 | 0.03% | +23,900+6.9% | 加碼 |
| Polar Capital Holdings Plc | 371,887 | $5,356 萬 | 0.26% | −326,073−46.7% | 減碼 |
| ING Groep NV | 373,500 | $5,379 萬 | 0.29% | +373,500 | 新進 |
| Rock Springs Capital Management LP | 385,000 | $5,544 萬 | 3.24% | −140,000−26.7% | 減碼 |
| Dimensional Fund Advisors LP | 386,671 | $5,567 萬 | 0.01% | −25,073−6.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 397,588 | $5,726 萬 | 0.30% | −41,100−9.4% | 減碼 |
| TD Asset Management Inc | 398,256 | $5,735 萬 | 0.05% | +3,062+0.8% | 加碼 |
| TimesSquare Capital Management, LLC | 425,085 | $6,122 萬 | 0.88% | −448,406−51.3% | 減碼 |
| Cormorant Asset Management, LP | 430,000 | $6,192 萬 | 4.27% | −110,000−20.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 433,340 | $6,241 萬 | 0.05% | −320,820−42.5% | 減碼 |
| New York State Common Retirement Fund | 445,876 | $6,421 萬 | 0.08% | +18,123+4.2% | 加碼 |
| Affinity Asset Advisors, LLC | 450,000 | $6,480 萬 | 6.03% | −25,000−5.3% | 減碼 |
| Point72 Asset Management, L.P. | 464,217 | $6,685 萬 | 0.15% | −26,450−5.4% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 471,000 | $6,783 萬 | 1.04% | −229,700−32.8% | 減碼 |
| Voloridge Investment Management, LLC | 471,649 | $6,792 萬 | 0.23% | +158,596+50.7% | 加碼 |
| Westfield Capital Management Co LP | 487,927 | $7,027 萬 | 0.29% | −851,361−63.6% | 減碼 |
| Palo Alto Investors LP | 491,805 | $7,082 萬 | 13.11% | −373,308−43.2% | 減碼 |