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IONS

IONS Institutional Investor Snapshot (495 Funds)

Ionis Pharmaceuticals INC

-$498.5M

Net Activity

Institutions Holding

495

Popularity Rank

#1119

Avg Weight

0.23%

Total Value

$13.2B

Ownership Trend

495 institutions currently hold IONS, with 248 net buyers and 225 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

225

Net Buying Institutions

248

Key Holders

Key Holders

Top 5 by Value

FL
FMR LLC
$1.8B
CW
Capital World Investors
$1.6B
BI
BlackRock, Inc.
$784.1M
VP
Vanguard Portfolio Management LLC
$586.4M
VC
Vanguard Capital Management LLC
$534.5M

Top 5 by Conviction

TB
Tweedy, Browne Co LLC
13.57%
SP
Summit Partners Public Asset Management, LLC
3.74%
BG
Bellevue Group AG
3.25%
EP
Eversept Partners, LP
2.50%
DT
Deep Track Capital, LP
2.39%
View all 495 holding institutions

Across its top 20 institutional holders, IONS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$8.8B

Total Buy Value

$4.6B

Total Sell Value

New buy63
Trim154
Add185
Sold out71

248

Net Buyers

225

Net Sellers

Smart Money Convergence

IONS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

10

Filings (90d)

$18.08M

Total Est. Value

226K shares

Planned Shares

Last Filed 2026-07-07
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Kordasiewicz Holly B.Officer2026-07-071K shares$108K
Diaz Allene M.Director2026-07-0710K shares$864K
BENNETT C FRANKOfficer2026-07-0767K shares$5.72M
KLEIN JOSEPH IIIDirector2026-07-0112K shares$910K
Schneider EugeneOfficer2026-06-2648K shares$3.88M
Baroldi MarianaMember of immediate family of any of the foregoing2026-06-266K shares$452K
O'NEIL PATRICK R.Officer2026-06-263K shares$246K
Swayze EricOfficer2026-06-2511K shares$839K
BERTHELSEN SPENCER RDirector2026-06-158K shares$588K
Kordasiewicz Holly B.Officer2026-06-1261K shares$4.47M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-10
2026-07-10

No AI summary for this filing type

View Full Filing (SEC EDGAR)
2026-07-09

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

462222100

FAQ

Who are the top institutional investors holding IONIS PHARMACEUTICALS INC (IONS)?
Major stakeholders currently include FMR LLC ($1.8B), Capital World Investors ($1.6B), BlackRock, Inc. ($784.1M). Based on the latest 13F filings, there are a total of 495 tracked investment funds and institutions maintaining positions in IONS.
What is the overall institutional sentiment toward IONS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $498.5M, driven by 248 managers accumulating shares while 225 reduced their exposure.
Which institutions have been selling or reducing their IONS positions?
In the latest period, 154 funds trimmed their holdings, and 71 managers completely exited their positions. The aggregate reported sell value was $4.6B.
Are there any notable investors adding IONS to their portfolios?
Yes, buying activity remains notable. 63 institutions opened new positions in {ticker}, and 185 existing holders added to their shares. The total reported buy value for the quarter amounted to $8.8B.

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Institutions Holding

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Total reported value

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