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 |
|---|---|---|---|---|---|
| Citigroup Inc | 237,914 | $4,141 萬 | 0.03% | +157,828+197.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 222,266 | $3,937 萬 | 0.03% | +221,945+69,141.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 220,084 | $3,898 萬 | 0.06% | −7,545−3.3% | 減碼 |
| Eagle Health Investments LP | 210,900 | $3,671 萬 | 8.07% | −60,700−22.3% | 減碼 |
| Neuberger Berman Group LLC | 207,869 | $3,618 萬 | 0.03% | +57,763+38.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 207,527 | $3,612 萬 | 0.56% | 00.0% | 不變 |
| Alberta Investment Management Corp | 206,532 | $3,594 萬 | 0.22% | +206,532 | 新進 |
| Voya Investment Management LLC | 200,964 | $3,498 萬 | 0.03% | −18,875−8.6% | 減碼 |
| Novo Holdings A/S | 200,000 | $3,481 萬 | 2.70% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 199,955 | $3,480 萬 | 0.04% | −292,341−59.4% | 減碼 |
| Susquehanna International Group, LLP | 188,576 | $3,282 萬 | 0.05% | −44,530−19.1% | 減碼 |
| American Century Companies Inc | 185,090 | $3,221 萬 | 0.02% | +108,411+141.4% | 加碼 |
| Nicholas Investment Partners, LP | 180,410 | $3,140 萬 | 2.29% | −410.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 180,295 | $3,138 萬 | 0.06% | +45,275+33.5% | 加碼 |
| Tremblant Capital Group | 175,650 | $3,057 萬 | 0.78% | +175,650 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 161,824 | $2,816 萬 | 0.06% | +107,624+198.6% | 加碼 |
| Sofinnova Investments, Inc. | 156,801 | $2,729 萬 | 1.18% | +52,462+50.3% | 加碼 |
| Russell Investments Group, Ltd. | 145,095 | $2,525 萬 | 0.03% | −21,364−12.8% | 減碼 |
| Perpetual Ltd | 141,517 | $2,463 萬 | 0.36% | +141,517 | 新進 |
| C WorldWide Group Holding A/S | 136,110 | $2,369 萬 | 0.41% | −60,000−30.6% | 減碼 |
| LPL Financial LLC | 132,784 | $2,311 萬 | 0.01% | +25,846+24.2% | 加碼 |
| State of Wisconsin Investment Board | 131,624 | $2,291 萬 | 0.05% | −1,741−1.3% | 減碼 |
| Woodline Partners LP | 130,152 | $2,265 萬 | 0.09% | +3,890+3.1% | 加碼 |
| Caption Management, LLC | 130,000 | $2,263 萬 | 1.00% | +129,919+160,393.8% | 加碼 |
| Long Focus Capital Management, LLC | 125,000 | $2,176 萬 | 1.08% | −213,000−63.0% | 減碼 |
| HSBC Holdings PLC | 123,267 | $2,149 萬 | 0.01% | +121,755+8,052.6% | 加碼 |
| ING Groep NV | 122,945 | $2,140 萬 | 0.13% | −250,555−67.1% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 120,500 | $2,097 萬 | 0.41% | +120,500 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 120,381 | $2,095 萬 | 0.03% | +116,406+2,928.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 118,847 | $2,069 萬 | 0.02% | −74,983−38.7% | 減碼 |
| Man Group plc | 118,361 | $2,060 萬 | 0.04% | +33,192+39.0% | 加碼 |
| Rhenman & Partners Asset Management AB | 113,585 | $1,977 萬 | 1.85% | −18,300−13.9% | 減碼 |
| Danske Bank A/S | 110,258 | $1,919 萬 | 0.04% | +107,858+4,494.1% | 加碼 |
| Aviva PLC | 109,401 | $1,904 萬 | 0.03% | +109,401 | 新進 |
| Suvretta Capital Management, LLC | 109,313 | $1,902 萬 | 0.47% | −108,470−49.8% | 減碼 |
| National Bank of Canada | 108,706 | $1,892 萬 | 0.02% | +106,225+4,281.5% | 加碼 |
| LMR Partners LLP | 107,510 | $1,871 萬 | 0.18% | +13,598+14.5% | 加碼 |
| Assenagon Asset Management S.A. | 106,826 | $1,859 萬 | 0.03% | −22,419−17.3% | 減碼 |
| Driehaus Capital Management LLC | 105,617 | $1,838 萬 | 0.12% | +6,316+6.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 103,308 | $1,798 萬 | 0.03% | +48,779+89.5% | 加碼 |
| Rafferty Asset Management, LLC | 100,812 | $1,755 萬 | 0.06% | +45,653+82.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 96,353 | $1,677 萬 | 0.07% | +41,569+75.9% | 加碼 |
| Los Angeles Capital Management LLC | 82,385 | $1,600 萬 | 0.05% | −45,118−35.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 89,088 | $1,550 萬 | 0.13% | +6,574+8.0% | 加碼 |
| Van Eck Associates Corp | 89,035 | $1,550 萬 | 0.01% | −17,667−16.6% | 減碼 |
| Treasurer of the State of North Carolina | 87,740 | $1,527 萬 | 0.05% | +3,988+4.8% | 加碼 |
| Nomura Asset Management Co Ltd | 83,544 | $1,454 萬 | 0.04% | +80,181+2,384.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 83,032 | $1,445 萬 | 0.03% | +83,032 | 新進 |
| Guggenheim Capital LLC | 82,291 | $1,432 萬 | 0.11% | +45,431+123.3% | 加碼 |
| Asset Management One Co.,Ltd. | 80,887 | $1,426 萬 | 0.04% | +80,887 | 新進 |
| Fred Alger Management, LLC | 81,311 | $1,415 萬 | 0.06% | −12,722−13.5% | 減碼 |
| EULAV Asset Management | 81,000 | $1,410 萬 | 0.38% | −9,000−10.0% | 減碼 |
| ExodusPoint Capital Management, LP | 80,087 | $1,394 萬 | 0.16% | +80,087 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 78,492 | $1,366 萬 | 0.04% | +69,410+764.3% | 加碼 |
| Atika Capital Management LLC | 77,200 | $1,344 萬 | 1.87% | −17,800−18.7% | 減碼 |
| KLP Kapitalforvaltning AS | 74,000 | $1,288 萬 | 0.05% | +33,000+80.5% | 加碼 |
| Korea Investment CORP | 72,629 | $1,264 萬 | 0.02% | +72,629 | 新進 |
| State of New Jersey Common Pension Fund D | 72,129 | $1,255 萬 | 0.05% | +5,805+8.8% | 加碼 |
| Silverarc Capital Management, LLC | 71,256 | $1,240 萬 | 1.79% | −135,392−65.5% | 減碼 |
| Creative Planning | 70,502 | $1,227 萬 | 0.01% | +647+0.9% | 加碼 |
| Stifel Financial Corp | 69,238 | $1,205 萬 | 0.01% | −622−0.9% | 減碼 |
| Schroder Investment Management Group | 67,389 | $1,173 萬 | 0.01% | −3,532−5.0% | 減碼 |
| SG Americas Securities, LLC | 66,762 | $1,162 萬 | 0.02% | +49,356+283.6% | 加碼 |
| Squarepoint Ops LLC | 66,402 | $1,156 萬 | 0.02% | +66,402 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 65,313 | $1,137 萬 | 0.02% | +65,313 | 新進 |
| Handelsbanken Fonder AB | 63,581 | $1,107 萬 | 0.03% | +13,400+26.7% | 加碼 |
| Public Employees Retirement System of Ohio | 63,027 | $1,097 萬 | 0.03% | +4,836+8.3% | 加碼 |
| Bank of Montreal | 62,800 | $1,093 萬 | 0.00% | −28,966−31.6% | 減碼 |
| Essex Investment Management Co LLC | 62,423 | $1,086 萬 | 1.66% | −24,654−28.3% | 減碼 |
| Bank of Nova Scotia | 60,775 | $1,058 萬 | 0.02% | −445,470−88.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 60,381 | $1,053 萬 | 0.05% | +60,381 | 新進 |
| Tang Capital Management LLC | 60,000 | $1,044 萬 | 0.52% | −140,000−70.0% | 減碼 |
| Alyeska Investment Group, L.P. | 60,000 | $1,044 萬 | 0.03% | +60,000 | 新進 |
| Royce & Associates LP | 59,705 | $1,039 萬 | 0.11% | −32,671−35.4% | 減碼 |
| Swedbank AB | 59,552 | $1,036 萬 | 0.01% | +59,552 | 新進 |
| Agf Management Ltd | 58,835 | $1,024 萬 | 0.04% | +58,835 | 新進 |
| Arizona State Retirement System | 57,931 | $1,008 萬 | 0.05% | +1,767+3.1% | 加碼 |
| Nissay Asset Management Corp | 57,665 | $1,004 萬 | 0.05% | +57,665 | 新進 |
| Picton Mahoney Asset Management | 57,259 | $996.5 萬 | 0.11% | +5,656+11.0% | 加碼 |
| Engineers Gate Manager LP | 54,783 | $953.4 萬 | 0.11% | +42,315+339.4% | 加碼 |
| Great West Life Assurance Co | 54,047 | $940.9 萬 | 0.02% | +7,005+14.9% | 加碼 |
| STRS Ohio | 52,016 | $905.3 萬 | 0.03% | +22,562+76.6% | 加碼 |
| Parnassus Investments | 51,643 | $898.8 萬 | 0.02% | +42,916+491.8% | 加碼 |
| OP Asset Management Ltd | 50,549 | $879.8 萬 | 0.11% | +50,549 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,500 | $878.9 萬 | 0.07% | +50,500 | 新進 |
| Erste Asset Management GmbH | 49,603 | $874.7 萬 | 0.07% | +2,003+4.2% | 加碼 |
| 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 |
| Mutual of America Capital Management LLC | 49,080 | $854.2 萬 | 0.09% | −20,674−29.6% | 減碼 |
| Soleus Capital Management, L.P. | 48,500 | $844.1 萬 | 0.36% | +45,950+1,802.0% | 加碼 |
| CIBC Asset Management Inc | 48,463 | $843.5 萬 | 0.02% | +43,686+914.5% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 48,330 | $841.4 萬 | 0.02% | +48,330 | 新進 |
| NEOS Investment Management LLC | 47,957 | $834.6 萬 | 0.05% | +43,660+1,016.1% | 加碼 |
| Forsta Ap-Fonden | 45,100 | $784.9 萬 | 0.05% | +45,100 | 新進 |
| Twinbeech Capital LP | 44,009 | $765.9 萬 | 0.54% | +44,009 | 新進 |
| Xponance, Inc. | 43,042 | $749.1 萬 | 0.06% | +16,624+62.9% | 加碼 |
| Allianz Asset Management GmbH | 42,607 | $741.5 萬 | 0.01% | −23,476−35.5% | 減碼 |
| China Universal Asset Management Co., Ltd. | 42,388 | $737.7 萬 | 0.57% | +5,337+14.4% | 加碼 |
| GF Fund Management Co. Ltd. | 42,227 | $734.9 萬 | 0.13% | +37,679+828.5% | 加碼 |
| DnB Asset Management AS | 40,918 | $712.1 萬 | 0.02% | +37,522+1,104.9% | 加碼 |