Ionis Pharmaceuticals, Inc.· IONS

🇺🇸 US · MidBroad USNASDAQ

HealthcareBiotechnologyWebsite

Price: $55.07
Day: +1.06%
Mkt Cap: $9.15B
52W Range: $40.03 – $86.74
Volume: 2.47M
Beta: 0.36

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Ionis Pharmaceuticals, Inc.

IONS|Healthcare|Biotechnology

Current price: $55

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$2.5M

Net share flow-22.5K

Purchases2 ($1.1M)

Sales6 ($3.5M)

Top Notable Transactions

Insider

Type

Value

Date

HOUGEN ELIZABETH L

Sale

$14.9M

Mar 16

Monia Brett P

Sale

$7.7M

Sep 3

BENNETT C FRANK

Sale

$5.7M

Mar 3

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership107.9%

13F share flow-3.9%

Investors holding523

+326 adding-228 reducing

254

154

New 72Inc 254Red 154Closed 74

Top Institutional Holders

Institution

Value

Change

FMR LLC

$1.8B

+2.5%

CAPITAL WORLD INVESTORS

$1.6B

+18.5%

BLACKROCK, INC.

$784.1M

-1.5%

WELLINGTON MANAGEMENT GROUP LLP

$480.0M

+2.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting156

Total shares held51.0M

Share flow-2.1%

49 buying27 selling

Buying 49Unchanged 80Selling 27

Top Fund Holders

Fund

Weight

Change

FIDELITY CONCORD STREET TRUST

1.5M

0.55%

+1.1K

SCHWAB STRATEGIC TRUST

1.3M

0.42%

-5.0K

JPMORGAN TRUST II

975.2K

0.04%

FIDELITY SELECT PORTFOLIOS

516.5K

0.93%

+40.0K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

IONS Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+85

Institutional Flow

50% weight

+22

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for IONS

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bullish

Strong insider buying in Q3 2026

Significant: 2 purchases totaling $1.1M (20.0K shares)

6 sales totaling $3.5M (42.5K shares)

Share volume is 3x+ above the historical average, unusually strong

Buying is rare, only seen in 1 of 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, IONS

Top 8 highest-value recent insider trades

HOUGEN ELIZABETH L

CFO

Sell

205,608 shares at $72.38

Mar 16, 2026$14.88M

Monia Brett P

Director

Sell

127,500 shares at $60.13

Sep 3, 2025$7.67M

BENNETT C FRANK

Officer

Sell

71,600 shares at $79.10

Mar 3, 2026$5.66M

Monia Brett P

Director

Sell

62,970 shares at $82.72

Jan 30, 2026$5.21M

LOSCALZO JOSEPH

Director

Sell

59,508 shares at $74.90

May 4, 2026$4.46M

Monia Brett P

Director

Sell

50,000 shares at $80.59

Jun 26, 2026$4.03M

O'NEIL PATRICK R.

Officer

Sell

65,475 shares at $60.89

Sep 3, 2025$3.99M

Geary Richard S

Officer

Sell

57,900 shares at $65.24

Sep 30, 2025$3.78M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for IONS

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

107.9% institutional ownership

Slight accumulation: 326 adding vs 228 reducing

13F shares increased by 1.4%, a modest change

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+92 growing-409 shrinkingNet: -317

375

New (24)

Increased (68)

Reduced (34)

Closed (375)

Top Institutional Holders, IONS

Largest 8 institutional positions by ownership percentage as of Q2 2026

PICTET ASSET MANAGEMENT HOLDING SA

1.6M

$127.0M

Ownership

0.97%

+11.3%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

651.8K

$51.7M

Ownership

0.40%

-2.1%

NEW YORK STATE COMMON RETIREMENT FUND

500.1K

$39.6M

Ownership

0.30%

+42.7%

PINNACLE ASSOCIATES LTD

419.8K

$33.3M

Ownership

0.25%

-3.8%

HANDELSBANKEN FONDER AB

383.2K

$30.4M

Ownership

0.23%

+79.1%

C WORLDWIDE GROUP HOLDING A/S

366.0K

$29.0M

Ownership

0.22%

No change

TD ASSET MANAGEMENT INC

340.5K

$27.0M

Ownership

0.21%

-35.7%

DAVENPORT & CO LLC

284.0K

$22.5M

Ownership

0.17%

+19.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 156 ETFs and mutual funds reporting

49 buying27 sellingNet: +22

Buying (49)

Unchanged (80)

Selling (27)

Bullish Signal

Funds accumulating in Q2 2026

156 ETFs and mutual funds reporting

49 funds buying vs 27 selling

Top Fund Holders, IONS

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY CONCORD STREET TRUST

1.5M

Weight

0.55%

Increased

SCHWAB STRATEGIC TRUST

1.3M

Weight

0.42%

Decreased

JPMORGAN TRUST II

975.2K

Weight

0.04%

No change

FIDELITY SELECT PORTFOLIOS

516.5K

Weight

0.93%

Increased

VANGUARD WORLD FUND

498.1K

Weight

0.17%

Increased

SEI INSTITUTIONAL INVESTMENTS TRUST

41.9K

Weight

0.00%

Decreased

RBB Fund Trust

37.7K

Weight

1.14%

Increased

FIDELITY COMMONWEALTH TRUST

37.4K

Weight

0.91%

Increased

Ionis Pharmaceuticals, Inc.· IONS

Holdings Analysis

Insider Trading Activity

1.3Transaction History168Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings96Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History168Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings96Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights