Stock ownership · SEC 13F · Q4 2025

IONIS PHARMACEUTICALS INC

A breakdown of IONIS PHARMACEUTICALS INC's institutional base (CUSIP 462222100): the holders, the concentration among them, and what changed last quarter.

$64.9M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$64.9M of IONIS PHARMACEUTICALS INC is reported by 3 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$64.9M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 462222100 · Q4 2025 $65M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $64.9M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - IONIS PHARMACEUTICALS INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of IONIS PHARMACEUTICALS INC
  1. 1
    GROUPAMA ASSET MANAGMENT $60.7M
  2. 2
    Alpine Global Management, LLC $4.2M
  3. 3
    Bell Investment Advisors, Inc $5K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a IONIS PHARMACEUTICALS INC position has held steady from 3 to 3 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding IONIS PHARMACEUTICALS INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 GROUPAMA ASSET MANAGMENT 766,889 $60.7M 93.5%
2 Alpine Global Management, LLC 53,600 $4.2M 6.5%
3 Bell Investment Advisors, Inc 61 $5K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among IONIS PHARMACEUTICALS INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (1)

GROUPAMA ASSET MANAGMENT $60.7M

Complete exits (4)

Tweedy, Browne Co LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Strategic Advocates LLC exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold IONIS PHARMACEUTICALS INC?▼
IONIS PHARMACEUTICALS INC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of IONIS PHARMACEUTICALS INC?▼
Institutions report $64.9M of IONIS PHARMACEUTICALS INC as of Q4 2025.
How concentrated is ownership of IONIS PHARMACEUTICALS INC?▼
The top five institutional holders account for 100% of the reported institutional value in IONIS PHARMACEUTICALS INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of IONIS PHARMACEUTICALS INC?▼
GROUPAMA ASSET MANAGMENT is the largest reported holder of IONIS PHARMACEUTICALS INC with $60.7M across 766,889 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.