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 402 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
44
shares
|
$1,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
40
shares
|
$1,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
38
shares
|
$1,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
30
shares
|
$1,265
0.0% of portfolio
|
Q1 2025
Reduced 97.33%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
28
shares
|
$1,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
28
shares
|
$1,180
0.0% of portfolio
|
Q1 2025
Added 833.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
23
shares
|
$969
0.0% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
21
shares
|
$885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
19
shares
|
$801
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
18
shares
|
$759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
16
shares
|
$674
0.0% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
16
shares
|
$674
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
15
shares
|
$632
0.0% of portfolio
|
Q1 2025
Reduced 53.13%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
14
shares
|
$590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
13
shares
|
$548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
11
shares
|
$463
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
11
shares
|
$463
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
9
shares
|
$379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3
shares
|
$126
0.0% of portfolio
|
Q1 2025
Reduced 93.02%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2
shares
|
$84
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|