Institutional Ownership Ionis Pharmaceuticals Inc (IONS)
This table provides information about the institutional ownership of Ionis Pharmaceuticals Inc (IONS). We have compiled data on the 508 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $11.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
218
shares
|
$15,597
0.01% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
210
shares
|
$15,025
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$14,310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$14,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
198
shares
|
$14,166
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
171
shares
|
$12,235
0.0% of portfolio
|
Q4 2025
Reduced 46.73%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
154
shares
|
$11,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
150
shares
|
$10,732
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$10,017
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
133
shares
|
$9,516
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
133
shares
|
$9,516
0.0% of portfolio
|
Q3 2025
Added 241.03%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
125
shares
|
$8,943
0.0% of portfolio
|
Q4 2023
Reduced 40.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
119
shares
|
$8,514
0.0% of portfolio
|
Q2 2024
Reduced 35.33%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
118
shares
|
$8,442
0.0% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
111
shares
|
$7,942
0.0% of portfolio
|
Q3 2025
Added 76.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
104
shares
|
$7,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
100
shares
|
$7,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
98
shares
|
$7,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
91
shares
|
$6,511
0.0% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
87
shares
|
$6,224
0.0% of portfolio
|
Q3 2025
Reduced 40.41%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
80
shares
|
$5,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
80
shares
|
$5,724
0.0% of portfolio
|
Q3 2025
Added 81.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
79
shares
|
$5,652
0.0% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
75
shares
|
$5,366
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
71
shares
|
$5,080
0.01% of portfolio
|
Q2 2025
Added 39.22%
|
|