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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 15,820 | $275.3 萬 | 0.02% | +8,890+128.3% | 加碼 |
| Allstate Corp | 15,870 | $276.2 萬 | 0.04% | +15,870 | 新進 |
| Verition Fund Management LLC | 16,043 | $279.2 萬 | 0.02% | −12,109−43.0% | 減碼 |
| Tobam | 16,308 | $283.8 萬 | 0.70% | −2,789−14.6% | 減碼 |
| Amalgamated Bank | 16,743 | $291.4 萬 | 0.02% | +2,210+15.2% | 加碼 |
| Rockefeller Capital Management L.P. | 16,775 | $292.0 萬 | 0.01% | +7,863+88.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 17,291 | $300.9 萬 | 0.11% | +14,454+509.5% | 加碼 |
| Nisa Investment Advisors, LLC | 17,542 | $305.3 萬 | 0.01% | +7,076+67.6% | 加碼 |
| Walleye Trading LLC | 17,657 | $307.3 萬 | 0.05% | −3,428−16.3% | 減碼 |
| CIBC World Markets Corp | 17,694 | $307.9 萬 | 0.02% | +17,694 | 新進 |
| Avidity Partners Management LP | 17,700 | $308.1 萬 | 0.89% | +6,100+52.6% | 加碼 |
| Cinctive Capital Management LP | 17,945 | $312.3 萬 | 0.18% | −48,236−72.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 19,020 | $331.0 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 19,276 | $335.5 萬 | 0.00% | −3,472−15.3% | 減碼 |
| Cerity Partners LLC | 19,399 | $337.6 萬 | 0.00% | −1,962−9.2% | 減碼 |
| Quantinno Capital Management LP | 19,541 | $340.1 萬 | 0.01% | +6,763+52.9% | 加碼 |
| Silvant Capital Management LLC | 19,584 | $340.8 萬 | 0.12% | +19,584 | 新進 |
| Baird Financial Group, Inc. | 19,684 | $342.6 萬 | 0.01% | −2,702−12.1% | 減碼 |
| Brown Advisory Inc | 19,989 | $347.9 萬 | 0.00% | −6,120−23.4% | 減碼 |
| Nordea Investment Management AB | 20,008 | $349.2 萬 | 0.00% | +20,008 | 新進 |
| Next Century Growth Investors LLC | 20,301 | $353.3 萬 | 0.25% | +4,452+28.1% | 加碼 |
| Atria Investments LLC | 20,385 | $354.8 萬 | 0.04% | −1,028−4.8% | 減碼 |
| SBI Okasan Asset Management Co.Ltd. | 20,200 | $356.2 萬 | 0.20% | +20,200 | 新進 |
| Storebrand Asset Management AS | 20,627 | $359.0 萬 | 0.01% | +20,627 | 新進 |
| Rakuten Investment Management, Inc. | 20,466 | $360.9 萬 | 0.01% | +20,466 | 新進 |
| CI Private Wealth, LLC | 20,865 | $363.1 萬 | 0.00% | +5,305+34.1% | 加碼 |
| Canada Pension Plan Investment Board | 21,000 | $365.5 萬 | 0.00% | −41,013−66.1% | 減碼 |
| ASR Vermogensbeheer N.V. | 21,108 | $367.4 萬 | 0.04% | +21,108 | 新進 |
| Toroso Investments, LLC | 21,310 | $370.9 萬 | 0.02% | +10,512+97.4% | 加碼 |
| Sanctuary Advisors, LLC | 21,336 | $371.3 萬 | 0.02% | +1,802+9.2% | 加碼 |
| Mackenzie Financial Corp | 21,620 | $375.6 萬 | 0.00% | +4,801+28.5% | 加碼 |
| Gotham Asset Management, LLC | 21,762 | $378.7 萬 | 0.01% | +20,113+1,219.7% | 加碼 |
| EFG International AG | 21,869 | $380.6 萬 | 0.07% | +21,869 | 新進 |
| Campbell & CO Investment Adviser LLC | 21,910 | $381.3 萬 | 0.18% | +2,850+15.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 21,929 | $381.7 萬 | 0.02% | +8,703+65.8% | 加碼 |
| PEAK6 LLC | 22,190 | $386.2 萬 | 0.11% | +22,190 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,303 | $388.2 萬 | 0.03% | +22,303 | 新進 |
| Shelton Capital Management | 24,319 | $423.2 萬 | 0.08% | +24,319 | 新進 |
| OrbiMed Advisors LLC | 25,400 | $442.1 萬 | 0.09% | +11,941+88.7% | 加碼 |
| Acuta Capital Partners, LLC | 25,878 | $450.4 萬 | 3.06% | −12,714−32.9% | 減碼 |
| Renaissance Technologies LLC | 25,900 | $450.8 萬 | 0.01% | −326,987−92.7% | 減碼 |
| SummitTX Capital, L.P. | 25,967 | $451.9 萬 | 0.14% | +17,167+195.1% | 加碼 |
| McRae Capital Management Inc | 26,675 | $464.3 萬 | 0.95% | −520−1.9% | 減碼 |
| iA Global Asset Management Inc. | 26,682 | $464.4 萬 | 0.06% | +26,516+15,973.5% | 加碼 |
| Pathstone Holdings, LLC | 26,954 | $469.1 萬 | 0.02% | −4,667−14.8% | 減碼 |
| Atomi Financial Group, Inc. | 27,651 | $481.2 萬 | 0.14% | +3,912+16.5% | 加碼 |
| Profund Advisors LLC | 27,844 | $484.6 萬 | 0.15% | +16,471+144.8% | 加碼 |
| HealthInvest Partners AB | 27,873 | $485.1 萬 | 1.55% | +27,873 | 新進 |
| KVP Capital Advisors, LP | 28,497 | $496.0 萬 | 5.12% | +28,497 | 新進 |
| GordonMD Global Investments LP | 28,587 | $497.5 萬 | 3.57% | +28,587 | 新進 |
| Caisse de Depot Et Placement du Quebec | 29,500 | $513.4 萬 | 0.01% | −134,900−82.1% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 30,295 | $527.3 萬 | 0.05% | +30,295 | 新進 |
| Nomura Holdings Inc | 30,485 | $530.6 萬 | 0.02% | +30,485 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 30,527 | $531.3 萬 | 0.05% | −6,897−18.4% | 減碼 |
| Utah Retirement Systems | 32,001 | $556.9 萬 | 0.05% | +1,272+4.1% | 加碼 |
| Kennedy Capital Management, Inc. | 32,049 | $557.8 萬 | 0.12% | +1,695+5.6% | 加碼 |
| Calamos Advisors LLC | 32,155 | $559.6 萬 | 0.02% | −3,060−8.7% | 減碼 |
| Teacher Retirement System of Texas | 33,219 | $578.1 萬 | 0.02% | −13,418−28.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 33,773 | $587.8 萬 | 0.01% | +33,773 | 新進 |
| KBC Group NV | 34,013 | $591.9 萬 | 0.01% | +24,396+253.7% | 加碼 |
| MML Investors Services, LLC | 34,190 | $595.0 萬 | 0.01% | −6,810−16.6% | 減碼 |
| Mariner, LLC | 35,272 | $613.9 萬 | 0.01% | +6,403+22.2% | 加碼 |
| Nwam LLC | 38,982 | $622.6 萬 | 0.35% | −10,556−21.3% | 減碼 |
| Freestone Grove Partners LP | 36,200 | $630.0 萬 | 0.05% | +36,200 | 新進 |
| Andra AP-fonden | 36,300 | $631.8 萬 | 0.08% | +36,300 | 新進 |
| Toronto Dominion Bank | 36,306 | $631.9 萬 | 0.01% | +36,306 | 新進 |
| Brinker Capital Investments, LLC | 36,586 | $636.7 萬 | 0.05% | −107−0.3% | 減碼 |
| Simplify Asset Management Inc. | 36,890 | $642.0 萬 | 0.11% | +17,226+87.6% | 加碼 |
| Natixis Advisors, L.P. | 37,168 | $646.9 萬 | 0.01% | −2,282−5.8% | 減碼 |
| British Columbia Investment Management Corp | 37,507 | $652.8 萬 | 0.03% | +37,507 | 新進 |
| Thornburg Investment Management Inc | 37,971 | $660.8 萬 | 0.08% | −6,077−13.8% | 減碼 |
| Bamco Inc | 38,200 | $664.8 萬 | 0.02% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 38,251 | $665.7 萬 | 0.02% | +34,648+961.6% | 加碼 |
| Cetera Investment Advisers | 38,443 | $669.1 萬 | 0.01% | −2,728−6.6% | 減碼 |
| HighVista Strategies LLC | 39,400 | $685.7 萬 | 1.77% | −10,549−21.1% | 減碼 |
| Assetmark, Inc | 39,732 | $691.5 萬 | 0.01% | +4,438+12.6% | 加碼 |
| Legato Capital Management LLC | 40,006 | $696.3 萬 | 0.60% | +5,174+14.9% | 加碼 |
| IFM Investors Pty Ltd | 40,165 | $699.0 萬 | 0.06% | +40,165 | 新進 |
| DnB Asset Management AS | 40,918 | $712.1 萬 | 0.02% | +37,522+1,104.9% | 加碼 |
| GF Fund Management Co. Ltd. | 42,227 | $734.9 萬 | 0.13% | +37,679+828.5% | 加碼 |
| China Universal Asset Management Co., Ltd. | 42,388 | $737.7 萬 | 0.57% | +5,337+14.4% | 加碼 |
| Allianz Asset Management GmbH | 42,607 | $741.5 萬 | 0.01% | −23,476−35.5% | 減碼 |
| Xponance, Inc. | 43,042 | $749.1 萬 | 0.06% | +16,624+62.9% | 加碼 |
| Twinbeech Capital LP | 44,009 | $765.9 萬 | 0.54% | +44,009 | 新進 |
| Forsta Ap-Fonden | 45,100 | $784.9 萬 | 0.05% | +45,100 | 新進 |
| NEOS Investment Management LLC | 47,957 | $834.6 萬 | 0.05% | +43,660+1,016.1% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 48,330 | $841.4 萬 | 0.02% | +48,330 | 新進 |
| CIBC Asset Management Inc | 48,463 | $843.5 萬 | 0.02% | +43,686+914.5% | 加碼 |
| Soleus Capital Management, L.P. | 48,500 | $844.1 萬 | 0.36% | +45,950+1,802.0% | 加碼 |
| Mutual of America Capital Management LLC | 49,080 | $854.2 萬 | 0.09% | −20,674−29.6% | 減碼 |
| Monashee Investment Management LLC | 50,000 | $870.2 萬 | 4.90% | +50,000 | 新進 |
| Defilade Capital Management, L.P. | 50,000 | $870.2 萬 | 1.18% | +50,000 | 新進 |
| Erste Asset Management GmbH | 49,603 | $874.7 萬 | 0.07% | +2,003+4.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,500 | $878.9 萬 | 0.07% | +50,500 | 新進 |
| OP Asset Management Ltd | 50,549 | $879.8 萬 | 0.11% | +50,549 | 新進 |
| Parnassus Investments | 51,643 | $898.8 萬 | 0.02% | +42,916+491.8% | 加碼 |
| STRS Ohio | 52,016 | $905.3 萬 | 0.03% | +22,562+76.6% | 加碼 |
| Great West Life Assurance Co | 54,047 | $940.9 萬 | 0.02% | +7,005+14.9% | 加碼 |
| Engineers Gate Manager LP | 54,783 | $953.4 萬 | 0.11% | +42,315+339.4% | 加碼 |
| Picton Mahoney Asset Management | 57,259 | $996.5 萬 | 0.11% | +5,656+11.0% | 加碼 |