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 2 季 13F 持有人
INSMED Inc 在 2026/6/30 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
- 667
- 較 2026 年第 1 季 −3 家
- 持有股數
- 2.24 億
- 較 2026 年第 1 季 +322.4 萬 (+1.5%)
- 總市值
- $238.5 億
- 較 2026 年第 1 季 −$117.8 億 (−33.1%)
- 新進機構
- 119
- 另有 247 家加碼
- 清倉機構
- 122
- 另有 231 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nykredit A/S | 90,852 | $968.7 萬 | 0.04% | +90,852 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 91,077 | $971.1 萬 | 0.02% | +6,893+8.2% | 加碼 |
| Treasurer of the State of North Carolina | 91,367 | $974.2 萬 | 0.03% | +1,720+1.9% | 加碼 |
| J. Safra Sarasin Holding AG | 95,602 | $1,044 萬 | 0.15% | +2,421+2.6% | 加碼 |
| Van Eck Associates Corp | 99,048 | $1,056 萬 | 0.01% | −5,242−5.0% | 減碼 |
| Tang Capital Management LLC | 100,000 | $1,066 萬 | 0.48% | −160,000−61.5% | 減碼 |
| Kynam Capital Management, LP | 100,000 | $1,066 萬 | 0.59% | +100,000 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 101,908 | $1,087 萬 | 0.22% | +101,908 | 新進 |
| CenterBook Partners LP | 103,151 | $1,100 萬 | 0.54% | +67,919+192.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 104,378 | $1,113 萬 | 0.06% | +48,322+86.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 104,470 | $1,114 萬 | 0.02% | −15,878−13.2% | 減碼 |
| Vanguard Investments Australia, Ltd. | 106,644 | $1,137 萬 | 0.03% | +839+0.8% | 加碼 |
| Vanguard Global Advisers, LLC | 108,325 | $1,155 萬 | 0.01% | −678−0.6% | 減碼 |
| Hudson Bay Capital Management LP | 109,352 | $1,166 萬 | 0.05% | +109,352 | 新進 |
| Jain Global LLC | 111,204 | $1,186 萬 | 0.14% | +111,204 | 新進 |
| State of Wisconsin Investment Board | 118,057 | $1,259 萬 | 0.03% | +3,711+3.2% | 加碼 |
| Sphera Funds Management Ltd. | 118,800 | $1,267 萬 | 1.81% | +118,800 | 新進 |
| Danske Bank A/S | 119,820 | $1,278 萬 | 0.03% | +8,762+7.9% | 加碼 |
| Novo Holdings A/S | 120,723 | $1,287 萬 | 0.75% | +120,723 | 新進 |
| Andra AP-fonden | 121,570 | $1,296 萬 | 0.15% | +43,600+55.9% | 加碼 |
| Jones Hill Capital LP | 122,375 | $1,305 萬 | 2.77% | +122,375 | 新進 |
| Storebrand Asset Management AS | 124,848 | $1,331 萬 | 0.03% | +34,022+37.5% | 加碼 |
| Engineers Gate Manager LP | 126,044 | $1,344 萬 | 0.17% | −32,748−20.6% | 減碼 |
| LPL Financial LLC | 128,553 | $1,371 萬 | 0.00% | −9,728−7.0% | 減碼 |
| Swedbank AB | 129,518 | $1,381 萬 | 0.01% | +46,653+56.3% | 加碼 |
| Marsico Capital Management LLC | 129,531 | $1,381 萬 | 0.36% | +129,531 | 新進 |
| Voya Investment Management LLC | 139,861 | $1,491 萬 | 0.01% | −103,845−42.6% | 減碼 |
| Russell Investments Group, Ltd. | 140,219 | $1,495 萬 | 0.01% | −28,943−17.1% | 減碼 |
| Aviva PLC | 144,131 | $1,537 萬 | 0.02% | +22,057+18.1% | 加碼 |
| Capital Fund Management S.A. | 148,976 | $1,588 萬 | 0.11% | +148,976 | 新進 |
| Eversept Partners, LP | 149,209 | $1,591 萬 | 0.87% | +149,209 | 新進 |
| EULAV Asset Management | 150,000 | $1,599 萬 | 0.51% | +58,000+63.0% | 加碼 |
| Rhenman & Partners Asset Management AB | 151,960 | $1,620 萬 | 1.53% | −7,800−4.9% | 減碼 |
| Woodline Partners LP | 152,618 | $1,627 萬 | 0.05% | +4,165+2.8% | 加碼 |
| Trexquant Investment LP | 156,553 | $1,669 萬 | 0.10% | +156,553 | 新進 |
| Sofinnova Investments, Inc. | 158,398 | $1,689 萬 | 0.90% | −187,677−54.2% | 減碼 |
| Cinctive Capital Management LP | 161,996 | $1,727 萬 | 0.69% | +88,933+121.7% | 加碼 |
| SEB Asset Management AB | 168,187 | $1,793 萬 | 0.07% | +2,611+1.6% | 加碼 |
| Citigroup Inc | 170,266 | $1,815 萬 | 0.01% | −63,038−27.0% | 減碼 |
| Tremblant Capital Group | 170,670 | $1,820 萬 | 0.52% | −2,967−1.7% | 減碼 |
| First Trust Advisors LP | 170,888 | $1,822 萬 | 0.01% | −58,675−25.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 181,194 | $1,932 萬 | 0.03% | +789+0.4% | 加碼 |
| Barclays PLC | 185,643 | $1,979 萬 | 0.01% | −90,088−32.7% | 減碼 |
| Handelsbanken Fonder AB | 189,581 | $2,021 萬 | 0.06% | +122,100+180.9% | 加碼 |
| Alyeska Investment Group, L.P. | 190,264 | $2,029 萬 | 0.05% | +142,142+295.4% | 加碼 |
| Holocene Advisors, LP | 192,879 | $2,056 萬 | 0.05% | +192,879 | 新進 |
| Jane Street Group, LLC | 193,528 | $2,063 萬 | 0.01% | +182,127+1,597.5% | 加碼 |
| Tudor Investment Corp Et Al | 195,391 | $2,083 萬 | 0.09% | +195,391 | 新進 |
| USS Investment Management Ltd | 196,253 | $2,093 萬 | 0.08% | +196,253 | 新進 |
| Longaeva Partners L.P. | 201,226 | $2,145 萬 | 0.62% | +201,226 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 212,676 | $2,268 萬 | 0.04% | +166,446+360.0% | 加碼 |
| DnB Asset Management AS | 213,259 | $2,274 萬 | 0.06% | +160,089+301.1% | 加碼 |
| Assenagon Asset Management S.A. | 218,270 | $2,327 萬 | 0.03% | +155,011+245.0% | 加碼 |
| Nomura Asset Management International Inc. | 219,123 | $2,336 萬 | 0.04% | −924,616−80.8% | 減碼 |
| ADAR1 Capital Management, LLC | 228,520 | $2,436 萬 | 1.15% | +193,128+545.7% | 加碼 |
| Trails Edge Capital Partners, LP | 230,331 | $2,456 萬 | 3.90% | +230,331 | 新進 |
| Caption Management, LLC | 236,000 | $2,516 萬 | 0.89% | +236,000 | 新進 |
| TD Asset Management Inc | 240,182 | $2,561 萬 | 0.02% | +76,758+47.0% | 加碼 |
| Vestal Point Capital, LP | 250,000 | $2,666 萬 | 0.62% | +250,000 | 新進 |
| California Public Employees Retirement System | 250,350 | $2,669 萬 | 0.02% | −94,262−27.4% | 減碼 |
| Wells Fargo & Company | 259,852 | $2,771 萬 | 0.00% | −337,532−56.5% | 減碼 |
| C WorldWide Group Holding A/S | 261,110 | $2,784 萬 | 0.67% | +100,000+62.1% | 加碼 |
| First Turn Management, LLC | 263,851 | $2,813 萬 | 3.01% | +15,376+6.2% | 加碼 |
| Rhumbline Advisers | 272,715 | $2,908 萬 | 0.02% | +1000.0% | 加碼 |
| HSBC Holdings PLC | 279,961 | $2,993 萬 | 0.01% | +163,505+140.4% | 加碼 |
| Defilade Capital Management, L.P. | 281,838 | $3,005 萬 | 4.02% | +86,929+44.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 289,594 | $3,088 萬 | 0.02% | +34,347+13.5% | 加碼 |
| Schroder Investment Management Group | 298,372 | $3,181 萬 | 0.02% | +178,414+148.7% | 加碼 |
| New York State Common Retirement Fund | 304,236 | $3,244 萬 | 0.04% | +10,690+3.6% | 加碼 |
| California State Teachers Retirement System | 304,798 | $3,250 萬 | 0.03% | +1,616+0.5% | 加碼 |
| Victory Capital Management Inc | 306,651 | $3,270 萬 | 0.02% | −89,594−22.6% | 減碼 |
| Envestnet Asset Management Inc | 336,997 | $3,593 萬 | 0.01% | +37,072+12.4% | 加碼 |
| Rock Springs Capital Management LP | 362,150 | $3,861 萬 | 1.88% | +47,850+15.2% | 加碼 |
| Gateway Investment Advisers LLC | 365,000 | $3,892 萬 | 0.38% | 00.0% | 不變 |
| Invesco Ltd. | 368,261 | $3,926 萬 | 0.00% | −6,144,628−94.3% | 減碼 |
| Prosight Management, LP | 375,609 | $4,005 萬 | 6.90% | +375,609 | 新進 |
| Neuberger Berman Group LLC | 378,816 | $4,039 萬 | 0.03% | +108,116+39.9% | 加碼 |
| Eagle Health Investments LP | 384,130 | $4,096 萬 | 6.79% | +159,859+71.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 400,765 | $4,273 萬 | 0.02% | −203,835−33.7% | 減碼 |
| Dimensional Fund Advisors LP | 408,388 | $4,353 萬 | 0.01% | +7,488+1.9% | 加碼 |
| Palo Alto Investors LP | 413,980 | $4,414 萬 | 6.10% | −1,289−0.3% | 減碼 |
| Vanguard Asset Management, Ltd | 416,108 | $4,437 萬 | 0.03% | +56,033+15.6% | 加碼 |
| Royal Bank of Canada | 416,487 | $4,441 萬 | 0.01% | −106,614−20.4% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 437,713 | $4,667 萬 | 0.03% | −63,569−12.7% | 減碼 |
| Bridgewater Associates, LP | 455,392 | $4,855 萬 | 0.20% | +159,813+54.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 475,307 | $5,067 萬 | 0.05% | +7,554+1.6% | 加碼 |
| Amundi | 487,525 | $5,198 萬 | 0.01% | −317,452−39.4% | 減碼 |
| Marshall Wace, LLP | 501,930 | $5,352 萬 | 0.05% | +189,365+60.6% | 加碼 |
| Long Focus Capital Management, LLC | 528,000 | $5,630 萬 | 2.30% | +383,000+264.1% | 加碼 |
| Point72 Asset Management, L.P. | 536,997 | $5,725 萬 | 0.09% | +536,997 | 新進 |
| Wellington Management Group LLP | 543,893 | $5,799 萬 | 0.01% | +144,849+36.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 555,131 | $5,913 萬 | 0.27% | +153,396+38.2% | 加碼 |
| Davern Capital Partners, LP | 559,824 | $5,969 萬 | 10.18% | +377,262+206.6% | 加碼 |
| Standard Life Aberdeen plc | 577,437 | $6,157 萬 | 0.09% | +300,421+108.4% | 加碼 |
| Eventide Asset Management, LLC | 583,665 | $6,222 萬 | 0.83% | +37,355+6.8% | 加碼 |
| Artia Global Partners LP | 589,052 | $6,280 萬 | 11.94% | −39,660−6.3% | 減碼 |
| Nuveen, LLC | 591,844 | $6,310 萬 | 0.02% | +57,094+10.7% | 加碼 |
| Swiss National Bank | 593,512 | $6,328 萬 | 0.03% | −32,400−5.2% | 減碼 |
| Railway Pension Investments Ltd | 604,700 | $6,447 萬 | 0.81% | +604,700 | 新進 |
| AQR Capital Management LLC | 612,832 | $6,533 萬 | 0.02% | −62,653−9.3% | 減碼 |