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。
2026 年第 1 季 13F 持有人
INSMED Inc 在 2026/3/31 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
- 675
- 較 2025 年第 4 季 +8 家
- 持有股數
- 2.21 億
- 較 2025 年第 4 季 +2,764 萬 (+14.3%)
- 總市值
- $357.0 億
- 較 2025 年第 4 季 +$20.6 億 (+6.1%)
- 新進機構
- 101
- 另有 288 家加碼
- 清倉機構
- 93
- 另有 216 家減碼
另有 11 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 63,259 | $1,034 萬 | 0.02% | −43,567−40.8% | 減碼 |
| Handelsbanken Fonder AB | 67,481 | $1,103 萬 | 0.04% | +3,900+6.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 68,350 | $1,118 萬 | 0.06% | +17,850+35.3% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 68,489 | $1,120 萬 | 0.06% | +68,489 | 新進 |
| Parnassus Investments | 69,515 | $1,137 萬 | 0.03% | +17,872+34.6% | 加碼 |
| Walleye Capital LLC | 71,819 | $1,174 萬 | 0.07% | +55,999+354.0% | 加碼 |
| Creative Planning | 72,200 | $1,181 萬 | 0.01% | +1,698+2.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 72,696 | $1,189 萬 | 0.01% | −46,151−38.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 72,888 | $1,192 萬 | 0.05% | +759+1.1% | 加碼 |
| Cinctive Capital Management LP | 73,063 | $1,195 萬 | 0.79% | +55,118+307.1% | 加碼 |
| KLP Kapitalforvaltning AS | 74,000 | $1,210 萬 | 0.05% | 00.0% | 不變 |
| Stifel Financial Corp | 75,702 | $1,238 萬 | 0.01% | +6,464+9.3% | 加碼 |
| Tredje AP-fonden | 76,604 | $1,253 萬 | 0.07% | +76,604 | 新進 |
| Andra AP-fonden | 77,970 | $1,275 萬 | 0.16% | +41,670+114.8% | 加碼 |
| Guggenheim Capital LLC | 80,021 | $1,309 萬 | 0.10% | −2,270−2.8% | 減碼 |
| Asset Management One Co.,Ltd. | 82,381 | $1,347 萬 | 0.04% | +1,494+1.8% | 加碼 |
| Swedbank AB | 82,865 | $1,355 萬 | 0.01% | +23,313+39.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 84,184 | $1,377 萬 | 0.03% | +1,152+1.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 89,630 | $1,466 萬 | 0.13% | +542+0.6% | 加碼 |
| Treasurer of the State of North Carolina | 89,647 | $1,466 萬 | 0.05% | +1,907+2.2% | 加碼 |
| Nomura Asset Management Co Ltd | 89,660 | $1,466 萬 | 0.04% | +6,116+7.3% | 加碼 |
| Storebrand Asset Management AS | 90,826 | $1,485 萬 | 0.04% | +70,199+340.3% | 加碼 |
| EULAV Asset Management | 92,000 | $1,504 萬 | 0.48% | +11,000+13.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 92,080 | $1,506 萬 | 0.04% | +13,588+17.3% | 加碼 |
| J. Safra Sarasin Holding AG | 93,181 | $1,523 萬 | 0.26% | +86,720+1,342.2% | 加碼 |
| M&G Plc | 98,221 | $1,611 萬 | 0.08% | +98,221 | 新進 |
| Van Eck Associates Corp | 104,290 | $1,705 萬 | 0.01% | +15,255+17.1% | 加碼 |
| National Bank of Canada | 104,758 | $1,713 萬 | 0.02% | −3,948−3.6% | 減碼 |
| Driehaus Capital Management LLC | 105,414 | $1,724 萬 | 0.13% | −203−0.2% | 減碼 |
| Vanguard Investments Australia, Ltd. | 105,805 | $1,730 萬 | 0.05% | +105,805 | 新進 |
| Vanguard Global Advisers, LLC | 109,003 | $1,782 萬 | 0.01% | +109,003 | 新進 |
| NEOS Investment Management LLC | 110,426 | $1,806 萬 | 0.09% | +62,469+130.3% | 加碼 |
| Danske Bank A/S | 111,058 | $1,816 萬 | 0.04% | +800+0.7% | 加碼 |
| State of Wisconsin Investment Board | 114,346 | $1,870 萬 | 0.04% | −17,278−13.1% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 114,788 | $1,877 萬 | 0.06% | +66,458+137.5% | 加碼 |
| Rafferty Asset Management, LLC | 116,069 | $1,898 萬 | 0.08% | +15,257+15.1% | 加碼 |
| HSBC Holdings PLC | 116,456 | $1,904 萬 | 0.01% | −6,811−5.5% | 減碼 |
| Schroder Investment Management Group | 119,958 | $1,962 萬 | 0.02% | +52,569+78.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 120,348 | $1,968 萬 | 0.03% | +17,040+16.5% | 加碼 |
| Aviva PLC | 122,074 | $1,996 萬 | 0.03% | +12,673+11.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 122,958 | $2,008 萬 | 0.03% | +2,577+2.1% | 加碼 |
| Fred Alger Management, LLC | 125,766 | $2,057 萬 | 0.09% | +44,455+54.7% | 加碼 |
| Man Group plc | 126,840 | $2,074 萬 | 0.04% | +8,479+7.2% | 加碼 |
| SG Americas Securities, LLC | 137,149 | $2,243 萬 | 0.02% | +70,387+105.4% | 加碼 |
| LPL Financial LLC | 138,281 | $2,261 萬 | 0.01% | +5,497+4.1% | 加碼 |
| Perpetual Ltd | 142,580 | $2,331 萬 | 0.36% | +1,063+0.8% | 加碼 |
| Long Focus Capital Management, LLC | 145,000 | $2,371 萬 | 1.04% | +20,000+16.0% | 加碼 |
| ExodusPoint Capital Management, LP | 148,133 | $2,422 萬 | 0.24% | +68,046+85.0% | 加碼 |
| Woodline Partners LP | 148,453 | $2,428 萬 | 0.09% | +18,301+14.1% | 加碼 |
| Qube Research & Technologies Ltd | 148,515 | $2,429 萬 | 0.03% | +148,515 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 152,366 | $2,491 萬 | 0.05% | −9,458−5.8% | 減碼 |
| Patient Square Capital LP | 157,500 | $2,575 萬 | 4.57% | −109,500−41.0% | 減碼 |
| Engineers Gate Manager LP | 158,792 | $2,597 萬 | 0.32% | +104,009+189.9% | 加碼 |
| Rhenman & Partners Asset Management AB | 159,760 | $2,612 萬 | 3.22% | +46,175+40.7% | 加碼 |
| C WorldWide Group Holding A/S | 161,110 | $2,635 萬 | 0.57% | +25,000+18.4% | 加碼 |
| TD Asset Management Inc | 163,424 | $2,672 萬 | 0.02% | −99,054−37.7% | 減碼 |
| SEB Asset Management AB | 165,576 | $2,707 萬 | 0.12% | +165,576 | 新進 |
| Russell Investments Group, Ltd. | 169,162 | $2,766 萬 | 0.03% | +24,067+16.6% | 加碼 |
| Susquehanna International Group, LLP | 173,630 | $2,839 萬 | 0.04% | −14,946−7.9% | 減碼 |
| Tremblant Capital Group | 173,637 | $2,839 萬 | 0.91% | −2,013−1.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 180,405 | $2,950 萬 | 0.06% | +110+0.1% | 加碼 |
| Nicholas Investment Partners, LP | 182,540 | $2,985 萬 | 2.15% | +2,130+1.2% | 加碼 |
| Davern Capital Partners, LP | 182,562 | $2,985 萬 | 8.19% | +182,562 | 新進 |
| Cormorant Asset Management, LP | 190,000 | $3,107 萬 | 1.57% | −85,000−30.9% | 減碼 |
| Defilade Capital Management, L.P. | 194,909 | $3,187 萬 | 4.48% | +144,909+289.8% | 加碼 |
| Loomis Sayles & Co L P | 194,982 | $3,188 萬 | 0.04% | −4,973−2.5% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 207,527 | $3,393 萬 | 0.50% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 221,707 | $3,625 萬 | 0.07% | −158,854−41.7% | 減碼 |
| Eagle Health Investments LP | 224,271 | $3,667 萬 | 7.70% | +13,371+6.3% | 加碼 |
| First Trust Advisors LP | 229,563 | $3,754 萬 | 0.03% | −18,377−7.4% | 減碼 |
| Evergreen Quality Fund GP, Ltd. | 232,500 | $3,802 萬 | 0.87% | +112,000+92.9% | 加碼 |
| Citigroup Inc | 233,304 | $3,815 萬 | 0.02% | −4,610−1.9% | 減碼 |
| Two Sigma Investments, LP | 237,017 | $3,876 萬 | 0.03% | −725,139−75.4% | 減碼 |
| Axiom Investors LLC | 239,447 | $3,915 萬 | 0.44% | −16,402−6.4% | 減碼 |
| Voya Investment Management LLC | 243,706 | $3,985 萬 | 0.04% | +42,742+21.3% | 加碼 |
| First Turn Management, LLC | 248,475 | $4,063 萬 | 4.54% | −15,818−6.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 255,247 | $4,174 萬 | 0.03% | +32,981+14.8% | 加碼 |
| Tang Capital Management LLC | 260,000 | $4,252 萬 | 2.16% | +200,000+333.3% | 加碼 |
| Neuberger Berman Group LLC | 270,700 | $4,426 萬 | 0.03% | +62,831+30.2% | 加碼 |
| Rhumbline Advisers | 272,615 | $4,458 萬 | 0.04% | +4,289+1.6% | 加碼 |
| Barclays PLC | 275,731 | $4,509 萬 | 0.02% | −168,975−38.0% | 減碼 |
| Standard Life Aberdeen plc | 277,016 | $4,530 萬 | 0.07% | +23,904+9.4% | 加碼 |
| ProShare Advisors LLC | 283,141 | $4,630 萬 | 0.07% | −57,599−16.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 282,734 | $4,661 萬 | 0.08% | +62,650+28.5% | 加碼 |
| New York State Common Retirement Fund | 293,546 | $4,800 萬 | 0.07% | +17,262+6.2% | 加碼 |
| Bridgewater Associates, LP | 295,579 | $4,833 萬 | 0.22% | +295,579 | 新進 |
| Envestnet Asset Management Inc | 299,925 | $4,904 萬 | 0.01% | +23,820+8.6% | 加碼 |
| Nearwater Capital Markets, Ltd | 300,000 | $4,906 萬 | 1.16% | −200,000−40.0% | 減碼 |
| California State Teachers Retirement System | 303,182 | $4,958 萬 | 0.05% | −7,148−2.3% | 減碼 |
| National Pension Service | 311,881 | $5,100 萬 | 0.04% | +31,439+11.2% | 加碼 |
| Marshall Wace, LLP | 312,565 | $5,111 萬 | 0.05% | −77,316−19.8% | 減碼 |
| Rock Springs Capital Management LP | 314,300 | $5,139 萬 | 3.03% | −4,950−1.6% | 減碼 |
| California Public Employees Retirement System | 344,612 | $5,635 萬 | 0.03% | −10,297−2.9% | 減碼 |
| Sofinnova Investments, Inc. | 346,075 | $5,659 萬 | 2.84% | +189,274+120.7% | 加碼 |
| Vanguard Asset Management, Ltd | 360,075 | $5,888 萬 | 0.05% | +360,075 | 新進 |
| Gateway Investment Advisers LLC | 365,000 | $5,968 萬 | 0.67% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 368,107 | $6,019 萬 | 0.26% | +23,879+6.9% | 加碼 |
| Victory Capital Management Inc | 396,245 | $6,479 萬 | 0.04% | −250,469−38.7% | 減碼 |
| Lord, Abbett & Co. LLC | 397,261 | $6,496 萬 | 0.21% | −323,637−44.9% | 減碼 |
| Wellington Management Group LLP | 399,044 | $6,525 萬 | 0.01% | −87,094−17.9% | 減碼 |