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 4 季 13F 持有人
INSMED Inc 在 2025/12/31 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
- 678
- 較 2025 年第 3 季 +121 家
- 持有股數
- 2.17 億
- 較 2025 年第 3 季 +676.4 萬 (+3.2%)
- 總市值
- $378.3 億
- 較 2025 年第 3 季 +$75.5 億 (+24.9%)
- 新進機構
- 202
- 另有 241 家加碼
- 清倉機構
- 81
- 另有 180 家減碼
另有 9 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 23,199,512 | $40.4 億 | 0.27% | +151,836+0.7% | 加碼 |
| Vanguard Group Inc | 21,076,344 | $36.7 億 | 0.05% | +1,140,524+5.7% | 加碼 |
| Darwin Global Management, Ltd. | 20,933,277 | $36.4 億 | 73.78% | +475,832+2.3% | 加碼 |
| BlackRock, Inc. | 15,065,052 | $26.2 億 | 0.04% | +2,700,148+21.8% | 加碼 |
| FMR LLC | 9,927,936 | $17.3 億 | 0.09% | +746,973+8.1% | 加碼 |
| Invesco Ltd. | 7,518,338 | $13.1 億 | 0.12% | +5,514,467+275.2% | 加碼 |
| Baker Bros. Advisors LP | 6,592,746 | $11.5 億 | 6.72% | −110,738−1.7% | 減碼 |
| State Street Corp | 5,201,744 | $9.05 億 | 0.03% | +1,217,390+30.6% | 加碼 |
| Capital International Investors | 5,151,671 | $8.97 億 | 0.14% | −2,402,182−31.8% | 減碼 |
| Artisan Partners Limited Partnership | 4,843,749 | $8.43 億 | 1.29% | −93,934−1.9% | 減碼 |
| RTW Investments, LP | 4,842,879 | $8.43 億 | 8.44% | +1,758,321+57.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 4,350,995 | $7.57 億 | 0.58% | −1,306,469−23.1% | 減碼 |
| Geode Capital Management, LLC | 4,299,052 | $7.52 億 | 0.05% | +539,625+14.4% | 加碼 |
| Orbis Allan Gray Ltd | 4,179,957 | $7.27 億 | 3.05% | +929,089+28.6% | 加碼 |
| Price T Rowe Associates Inc | 4,039,466 | $7.03 億 | 0.08% | −2,892,000−41.7% | 減碼 |
| Norges Bank | 2,910,971 | $5.07 億 | 0.05% | +2,910,971 | 新進 |
| Franklin Resources Inc | 2,755,536 | $4.80 億 | 0.12% | +615,811+28.8% | 加碼 |
| Ameriprise Financial Inc | 1,968,857 | $3.43 億 | 0.08% | −753,022−27.7% | 減碼 |
| UBS Group AG | 1,867,635 | $3.25 億 | 0.06% | +221,396+13.4% | 加碼 |
| Bank of America Corp | 1,725,681 | $3.00 億 | 0.02% | +123,875+7.7% | 加碼 |
| Morgan Stanley | 1,631,906 | $2.84 億 | 0.02% | +668,275+69.3% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 1,481,752 | $2.58 億 | 6.11% | −941,683−38.9% | 減碼 |
| Bank of New York Mellon Corp | 1,390,042 | $2.42 億 | 0.04% | +251,141+22.1% | 加碼 |
| Millennium Management LLC | 1,311,654 | $2.28 億 | 0.16% | −1,024,458−43.9% | 減碼 |
| Castle Hook Partners LP | 1,253,568 | $2.18 億 | 3.14% | +162,163+14.9% | 加碼 |
| Integral Health Asset Management, LLC | 1,250,000 | $2.18 億 | 11.03% | −350,000−21.9% | 減碼 |
| Goldman Sachs Group Inc | 1,244,913 | $2.17 億 | 0.03% | +415,596+50.1% | 加碼 |
| Northern Trust Corp | 1,238,438 | $2.16 億 | 0.03% | +165,496+15.4% | 加碼 |
| William Blair Investment Management, LLC | 1,221,096 | $2.13 億 | 0.59% | −333,961−21.5% | 減碼 |
| Nomura Asset Management International Inc. | 1,183,029 | $2.06 億 | 0.31% | +1,183,029 | 新進 |
| Citadel Advisors LLC | 1,157,295 | $2.01 億 | 0.14% | −900,346−43.8% | 減碼 |
| Charles Schwab Investment Management Inc | 1,027,355 | $1.79 億 | 0.03% | +52,076+5.3% | 加碼 |
| Fiera Capital Corp | 992,892 | $1.73 億 | 0.55% | +183,771+22.7% | 加碼 |
| Nwi Management LP | 988,460 | $1.72 億 | 10.51% | −32,540−3.2% | 減碼 |
| Two Sigma Investments, LP | 962,156 | $1.67 億 | 0.25% | +189,376+24.5% | 加碼 |
| Pictet Asset Management Holding SA | 958,963 | $1.67 億 | 0.16% | −181,864−15.9% | 減碼 |
| UBS Asset Management Americas Inc | 943,306 | $1.64 億 | 0.03% | +430,557+84.0% | 加碼 |
| Jefferies Financial Group Inc. | 926,339 | $1.61 億 | 1.32% | +818,242+757.0% | 加碼 |
| Amundi | 916,998 | $1.60 億 | 0.04% | +599,902+189.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 915,419 | $1.59 億 | 0.10% | +482,079+111.2% | 加碼 |
| Summit Partners Public Asset Management, LLC | 909,080 | $1.58 億 | 4.45% | −132,765−12.7% | 減碼 |
| SEI Investments Co | 890,170 | $1.55 億 | 0.15% | +296,285+49.9% | 加碼 |
| FIL Ltd | 838,509 | $1.46 億 | 0.11% | −13,445−1.6% | 減碼 |
| Clearbridge Investments, LLC | 819,011 | $1.43 億 | 0.11% | −249,007−23.3% | 減碼 |
| Holocene Advisors, LP | 801,165 | $1.39 億 | 0.29% | −282,516−26.1% | 減碼 |
| Janus Henderson Group PLC | 800,555 | $1.39 億 | 0.06% | −402,228−33.4% | 減碼 |
| Raymond James Financial Inc | 779,254 | $1.36 億 | 0.04% | +19,276+2.5% | 加碼 |
| Principal Financial Group Inc | 771,358 | $1.34 億 | 0.07% | −92,936−10.8% | 減碼 |
| Lord, Abbett & Co. LLC | 720,898 | $1.25 億 | 0.38% | −723,758−50.1% | 減碼 |
| Artia Global Partners LP | 682,212 | $1.19 億 | 19.08% | −50,000−6.8% | 減碼 |
| Nuveen, LLC | 650,404 | $1.13 億 | 0.03% | +62,282+10.6% | 加碼 |
| Victory Capital Management Inc | 646,714 | $1.13 億 | 0.06% | +291,807+82.2% | 加碼 |
| Alliancebernstein L.P. | 642,719 | $1.12 億 | 0.04% | −226,053−26.0% | 減碼 |
| Hood River Capital Management LLC | 637,577 | $1.11 億 | 1.22% | −243,826−27.7% | 減碼 |
| Federated Hermes, Inc. | 632,298 | $1.10 億 | 0.18% | +304,075+92.6% | 加碼 |
| Deutsche Bank AG | 590,030 | $1.03 億 | 0.03% | +385,676+188.7% | 加碼 |
| Wells Fargo & Company | 586,651 | $1.02 億 | 0.02% | +72,802+14.2% | 加碼 |
| Swiss National Bank | 579,112 | $1.01 億 | 0.06% | +207,812+56.0% | 加碼 |
| Jennison Associates LLC | 562,296 | $9,786 萬 | 0.06% | −40,479−6.7% | 減碼 |
| Legal & General Group Plc | 540,313 | $9,404 萬 | 0.02% | +332,292+159.7% | 加碼 |
| Royal Bank of Canada | 506,811 | $8,821 萬 | 0.02% | −848,520−62.6% | 減碼 |
| Nearwater Capital Markets, Ltd | 500,000 | $8,702 萬 | 1.49% | +300,000+150.0% | 加碼 |
| TimesSquare Capital Management, LLC | 490,506 | $8,537 萬 | 1.29% | +65,421+15.4% | 加碼 |
| Palo Alto Investors LP | 489,482 | $8,519 萬 | 11.86% | −2,323−0.5% | 減碼 |
| Wellington Management Group LLP | 486,138 | $8,461 萬 | 0.01% | −231,905−32.3% | 減碼 |
| Eventide Asset Management, LLC | 483,589 | $8,416 萬 | 1.31% | −521,518−51.9% | 減碼 |
| GW&K Investment Management, LLC | 482,670 | $8,401 萬 | 0.73% | −119,133−19.8% | 減碼 |
| AQR Capital Management LLC | 468,260 | $8,150 萬 | 0.04% | +180,974+63.0% | 加碼 |
| Affinity Asset Advisors, LLC | 450,000 | $7,832 萬 | 5.63% | 00.0% | 不變 |
| Barclays PLC | 444,706 | $7,740 萬 | 0.03% | +330,510+289.4% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 435,442 | $7,578 萬 | 0.04% | +435,442 | 新進 |
| Westfield Capital Management Co LP | 432,521 | $7,528 萬 | 0.31% | −55,406−11.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 401,042 | $6,980 萬 | 0.35% | +3,454+0.9% | 加碼 |
| Dimensional Fund Advisors LP | 399,073 | $6,946 萬 | 0.01% | +12,402+3.2% | 加碼 |
| Two Sigma Advisers, LP | 395,000 | $6,875 萬 | 0.13% | +343,700+670.0% | 加碼 |
| Marshall Wace, LLP | 389,881 | $6,785 萬 | 0.07% | −268,766−40.8% | 減碼 |
| Ensign Peak Advisors, Inc | 382,202 | $6,652 萬 | 0.12% | −259,832−40.5% | 減碼 |
| Balyasny Asset Management LLC | 380,561 | $6,623 萬 | 0.12% | +343,080+915.3% | 加碼 |
| Samlyn Capital, LLC | 369,575 | $6,432 萬 | 1.03% | +76,932+26.3% | 加碼 |
| Gateway Investment Advisers LLC | 365,000 | $6,352 萬 | 0.59% | +365,000 | 新進 |
| California Public Employees Retirement System | 354,909 | $6,177 萬 | 0.04% | +44,023+14.2% | 加碼 |
| Polar Capital Holdings Plc | 344,228 | $5,991 萬 | 0.27% | −27,659−7.4% | 減碼 |
| ProShare Advisors LLC | 340,740 | $5,930 萬 | 0.10% | +333,210+4,425.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 328,328 | $5,716 萬 | 0.07% | +129,626+65.2% | 加碼 |
| Rock Springs Capital Management LP | 319,250 | $5,556 萬 | 2.85% | −65,750−17.1% | 減碼 |
| California State Teachers Retirement System | 310,330 | $5,401 萬 | 0.05% | +130,928+73.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 300,000 | $5,221 萬 | 0.08% | −952,503−76.0% | 減碼 |
| Frontier Capital Management Co LLC | 284,844 | $4,957 萬 | 0.53% | −44,040−13.4% | 減碼 |
| Zurich Insurance Group Ltd | 281,098 | $4,892 萬 | 0.34% | +281,098 | 新進 |
| National Pension Service | 280,442 | $4,881 萬 | 0.04% | +280,442 | 新進 |
| New York State Common Retirement Fund | 276,284 | $4,808 萬 | 0.06% | −169,592−38.0% | 減碼 |
| Envestnet Asset Management Inc | 276,105 | $4,805 萬 | 0.01% | −66,680−19.5% | 減碼 |
| Cormorant Asset Management, LP | 275,000 | $4,786 萬 | 2.71% | −155,000−36.0% | 減碼 |
| Rhumbline Advisers | 268,326 | $4,670 萬 | 0.04% | +55,423+26.0% | 加碼 |
| Patient Square Capital LP | 267,000 | $4,647 萬 | 9.95% | −59,400−18.2% | 減碼 |
| First Turn Management, LLC | 264,293 | $4,600 萬 | 5.26% | −55,480−17.3% | 減碼 |
| TD Asset Management Inc | 262,478 | $4,568 萬 | 0.04% | −135,778−34.1% | 減碼 |
| Axiom Investors LLC | 255,849 | $4,453 萬 | 0.39% | +148,116+137.5% | 加碼 |
| Standard Life Aberdeen plc | 253,112 | $4,405 萬 | 0.07% | +18,490+7.9% | 加碼 |
| First Trust Advisors LP | 247,940 | $4,315 萬 | 0.03% | +7,294+3.0% | 加碼 |