| 4 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 7.9M |
| $623.2M |
| +0.7% |
| 4.729% |
| 0.03% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 7.7M | $606.7M | +19.7% | 4.604% | 0.10% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 7.2M | $571.8M | +1.3% | 4.340% | 0.01% |
| 7 | TWO SIGMA INVESTMENTS, LP | 6.3M | $495.7M | +6.7% | 3.762% | 0.36% |
| 8 | ROYAL BANK OF CANADA | 6.2M | $490.2M | +62.6% | 3.720% | 0.07% |
| 9 | STATE STREET CORP | 4.3M | $343.7M | +8.5% | 2.609% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.6M | $294.8M | -10.1% | 2.157% | 0.02% |
| 11 | JPMORGAN CHASE & CO | 2.7M | $216.2M | +13.0% | 1.608% | 0.01% |
| 12 | Artisan Partners Limited Partnership | 2.6M | $209.3M | +28.3% | 1.589% | 0.33% |
| 13 | Tweedy, Browne Co LLC | 2.3M | $180.8M | +0.2% | 1.372% | 13.70% |
| 14 | Deep Track Capital, LP | 2.2M | $174.4M | +12.8% | 1.324% | 2.54% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.1M | $168.6M | +73.9% | 1.280% | 0.01% |
| 16 | GOLDMAN SACHS GROUP INC | 2.1M | $167.3M | +24.1% | 1.270% | 0.01% |
| 17 | BAKER BROS. ADVISORS LP | 2.0M | $162.4M | 0.0% | 1.232% | 0.81% |
| 18 | DEERFIELD MANAGEMENT COMPANY, L.P. | 2.0M | $157.0M | 0.0% | 1.191% | 1.64% |
| 19 | AMERICAN CENTURY COMPANIES INC | 1.9M | $154.4M | +17.0% | 1.172% | 0.07% |
| 20 | BARCLAYS PLC | 1.7M | $131.1M | +386.4% | 0.995% | 0.03% |
| 21 | FRANKLIN RESOURCES INC | 1.6M | $128.7M | +3.1% | 0.977% | 0.03% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $127.3M | +1.4% | 0.966% | 0.02% |
| 23 | JANE STREET GROUP, LLC | 1.6M | $127.1M | +110.8% | 0.964% | 0.01% |
| 24 | Pictet Asset Management Holding SA | 1.6M | $127.0M | +11.3% | 0.961% | 0.12% |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.5M | $115.3M | -1.4% | 0.875% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IONS — a direct measure of their conviction.
| 102.33% |
| +2.08 pp |
| $4.24B |
| 12% |
| Q4 2024 | 347 | +2.4% | 100.25% | +2.08 pp | $4.80B | 11% |
| Q3 2024 | 339 | — | 98.17% | — | $5.39B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
61 institutions opened new positions in IONS during Q2 2026, while 43 fully exited. 328 added to existing positions and 114 trimmed.
IONS institutional ownership rose by 6.90 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 56.4% of all reported 13F value in IONS, and the top 25 account for 73.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ionis Pharmaceuticals, Inc. (IONS) Institutional Ownership