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Ionis Pharmaceuticals in

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Union Bancaire Privee, UBP SA
INCREASED
Shares576,620,000 from 1,855,000
Change+574,765,000 (+30985%)
Value$438 (-$2.6M)
Filed 2026-11-04
M&G Plc
INCREASED
Shares12,902,000 from 7,331,000
Change+5,571,000 (+76%)
Value$14.1M (+$2.6M)
Filed 2026-11-04
Mackay Shields LLC
INCREASED
Shares2,457,000 from 2,414,000
Change+43,000 (+2%)
Value$2.7M (-$1.1M)
Filed 2026-10-13
Warberg Asset Management LLC
NEW
Shares2,000,000
Change+2,000,000
Value$2.2M
Filed 2026-11-02
RWC Asset Management LLP
NEW
Shares975,000
Change+975,000
Value$1.1M
Filed 2026-10-22
AGF Management LTD
UNCHANGED
Shares750,000 from 750,000
Change0 (0%)
Value$821.0K (-$344.8K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares75,000 from 73,000
Change+2,000 (+3%)
Value$82.1K (-$31.4K)
Filed 2026-10-30
Oppenheimer Asset Management Inc.
DECREASED
Shares70,000 from 72,000
Change-2,000 (-3%)
Value$76.6K (-$35.3K)
Filed 2026-10-27
Independent Financial Group, LLC
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$35.0K (-$14.7K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares10,000 from 11,000
Change-1,000 (-9%)
Value$11.0K (-$6.2K)
Filed 2026-11-02
Calamos Advisors LLC
CLOSED
Shares0 from 847,000
Change-847,000 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Citigroup Inc
CLOSED
Shares0 from 189,000
Change-189,000 (-100%)
Value$0 (-$293.8K)
Filed 2026-11-04
Calamos Wealth Management LLC
CLOSED
Shares0 from 151,000
Change-151,000 (-100%)
Value$0 (-$234.5K)
Filed 2026-11-02
Tenor Capital Management Co., L.P.
N/A
Shares— from 94,682,000
Change-94,682,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 86,467,000
Change-86,467,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 76,655,000
Change-76,655,000 (-100%)
Value—
DLD Asset Management, LP
N/A
Shares— from 60,000,000
Change-60,000,000 (-100%)
Value—
Deerfield Management Company, L.P.
N/A
Shares— from 60,000,000
Change-60,000,000 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 41,100,000
Change-41,100,000 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 40,000,000
Change-40,000,000 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 17,500,000
Change-17,500,000 (-100%)
Value—
State Street Corp
N/A
Shares— from 15,025,000
Change-15,025,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 13,162,000
Change-13,162,000 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 11,567,000
Change-11,567,000 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,425,000
Change-11,425,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,004,000
Change-7,004,000 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 6,592,000
Change-6,592,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,176,000
Change-5,176,000 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 5,146,000
Change-5,146,000 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 5,000,000
Change-5,000,000 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Amundi
N/A
Shares— from 3,450,000
Change-3,450,000 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,374,000
Change-3,374,000 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,135,000
Change-3,135,000 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 2,340,000
Change-2,340,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 635,000
Change-635,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 553,000
Change-553,000 (-100%)
Value—
Barclays PLC
N/A
Shares— from 246,000
Change-246,000 (-100%)
Value—
Man Group plc
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 132,000
Change-132,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Ares Systematic Credit Ltd
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 35,977
Change-35,977 (-100%)
Value—
Stephens Inc
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 274
Change-274 (-100%)
Value—
Status
Union Bancaire Privee, UBP SA
INCREASED576,620,0001,855,000+574,765,000+30985%$2.6M$438-$2.6M2026-11-04
M&G Plc
INCREASED12,902,0007,331,000+5,571,000+76%$11.4M$14.1M+$2.6M2026-11-04
Mackay Shields LLC
INCREASED2,457,0002,414,000+43,000+2%$3.8M$2.7M-$1.1M2026-10-13
Warberg Asset Management LLC
NEW2,000,000—+2,000,000——$2.2M—2026-11-02
RWC Asset Management LLP
NEW975,000—+975,000——$1.1M—2026-10-22
AGF Management LTD
UNCHANGED750,000750,00000%$1.2M$821.0K-$344.8K2026-11-03
Truist Financial Corp
INCREASED75,00073,000+2,000+3%$113.5K$82.1K-$31.4K2026-10-30
Oppenheimer Asset Management Inc.
DECREASED70,00072,000-2,000-3%$111.9K$76.6K-$35.3K2026-10-27
Independent Financial Group, LLC
UNCHANGED32,00032,00000%$49.7K$35.0K-$14.7K2026-10-13
Commonwealth Equity Services, LLC
DECREASED10,00011,000-1,000-9%$17.1K$11.0K-$6.2K2026-11-02
Calamos Advisors LLC
CLOSED0847,000-847,000-100%$1.3M$0-$1.3M2026-11-02
Citigroup Inc
CLOSED0189,000-189,000-100%$293.8K$0-$293.8K2026-11-04
Calamos Wealth Management LLC
CLOSED0151,000-151,000-100%$234.5K$0-$234.5K2026-11-02
Tenor Capital Management Co., L.P.
N/A—94,682,000-94,682,000-100%$147.8M———
Citadel Advisors LLC
N/A—86,467,000-86,467,000-100%$134.7M———
Voya Investment Management LLC
N/A—76,655,000-76,655,000-100%$119.4M———
DLD Asset Management, LP
N/A—60,000,000-60,000,000-100%$93.7M———
Deerfield Management Company, L.P.
N/A—60,000,000-60,000,000-100%$93.1M———
UBS Asset Management Americas LLC
N/A—41,100,000-41,100,000-100%$63.9M———
LMR Partners LLP
N/A—40,000,000-40,000,000-100%$62.1M———
Balyasny Asset Management L.P.
N/A—17,500,000-17,500,000-100%$27.2M———
State Street Corp
N/A—15,025,000-15,025,000-100%$23.4M———
Lazard Asset Management LLC
N/A—13,162,000-13,162,000-100%$205.1K———
Wellington Management Group LLP
N/A—11,567,000-11,567,000-100%$18.0M———
BlackRock, Inc.
N/A—11,425,000-11,425,000-100%$17.8M———
FMR LLC
N/A—7,004,000-7,004,000-100%$10.9M———
Lord, Abbett & Co. LLC
N/A—6,592,000-6,592,000-100%$10.2K———
Focus Partners Wealth
N/A—5,176,000-5,176,000-100%$8.1M———
Advent Capital Management
N/A—5,146,000-5,146,000-100%$8.0M———
Picton Mahoney Asset Management
N/A—5,000,000-5,000,000-100%$7.8M———
State of Wisconsin Investment Board
N/A—4,000,000-4,000,000-100%$6.2M———
Amundi
N/A—3,450,000-3,450,000-100%$5.4M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,374,000-3,374,000-100%$5.2M———
BNP Paribas Asset Management Holding S.A.
N/A—3,135,000-3,135,000-100%$4.9M———
SSI Investment Management LLC
N/A—2,340,000-2,340,000-100%$3.6M———
Wells Fargo & Company
N/A—635,000-635,000-100%$988.6K———
JPMorgan Chase & Co
N/A—553,000-553,000-100%$872.9K———
Barclays PLC
N/A—246,000-246,000-100%$383.0K———
Man Group plc
N/A—180,000-180,000-100%$280.2K———
UBS Group AG
N/A—132,000-132,000-100%$205.2K———
Royal Bank of Canada
N/A—100,000-100,000-100%$156.0K———
Ares Systematic Credit Ltd
N/A—100,000-100,000-100%$155.8K———
Nomura Holdings Inc
N/A—35,977-35,977-100%$2.9M———
Stephens Inc
N/A—24,000-24,000-100%$37.3K———
BNP Paribas Financial Markets
N/A—17,000-17,000-100%$26.6K———
Oddo BHF Asset Management SAS
N/A—274-274-100%$426.8K———
Showing 46 of 46 institutions