IONSNasdaqPharmaceutical PreparationsFiscal year ends December 31
IONIS PHARMACEUTICALS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$44.38+1.44 (+3.35%)
Close on Oct 19, 2026
- Market cap
- $7.34B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
180M of 166M shares
Institutional holders
513
67 new, 46 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
2 buys · 124 sales
Net sold $133.08M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 9,066,517 | 5.70% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 8,344,732 | 5.05% | 13G (passive) | Mar 31, 2026 |
| Biotech Invest N.V. | 7 | 5.00% | 13G (passive) amendment | Nov 14, 2024 |
| FMR LLC | 21,520,872 | 15.00% | 13G (passive) amendment | Feb 9, 2024 |
| Capital World Investors | 21,186,369 | 12.80% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IONS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 24,631,956 | 14.82% | $1.95B | +75,319 | 0.08% |
| Capital World Investors | 21,669,226 | 13.04% | $1.72B | +482,857 | 0.20% |
| BlackRock, Inc. | 10,704,660 | 6.44% | $848.77M | +262,184 | 0.01% |
| Vanguard Portfolio Management LLC | 7,859,529 | 4.73% | $623.18M | +50,627 | 0.03% |
| Wellington Management Group Llp | 7,651,415 | 4.60% | $606.68M | +1,259,599 | 0.10% |
| Vanguard Capital Management LLC | 7,211,497 | 4.34% | $571.80M | +93,167 | 0.01% |
| Two Sigma Investments, LP | 6,252,342 | 3.76% | $495.75M | +394,713 | 0.36% |
| Royal Bank of Canada | 6,182,479 | 3.72% | $490.21M | +2,380,664 | 0.07% |
| State Street Corp | 4,334,848 | 2.61% | $343.71M | +339,284 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 3,959,372 | 2.38% | $313.94K | −2,199,655 | 0.21% |
| Geode Capital Management, LLC | 3,584,024 | 2.16% | $294.75M | −400,308 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 3,184,500 | 1.92% | $252.50K | +159,249 | 0.03% |
| JPMorgan Chase & Co | 2,671,717 | 1.61% | $216.20M | +308,150 | 0.01% |
| Artisan Partners Limited Partnership | 2,640,024 | 1.59% | $209.33M | +581,716 | 0.33% |
| Tweedy, Browne Co LLC | 2,280,311 | 1.37% | $180.81M | +4,686 | 13.70% |
| Deep Track Capital, LP | 2,200,000 | 1.32% | $174.44M | +250,000 | 2.54% |
| Goldman Sachs Group Inc | 2,109,945 | 1.27% | $167.30M | +410,098 | 0.01% |
| Baker Bros. Advisors LP | 2,047,727 | 1.23% | $162.36M | – | 0.81% |
| Deerfield Management Company, L.P. (Series C) | 1,979,669 | 1.19% | $156.97M | – | 1.64% |
| American Century Companies Inc | 1,947,076 | 1.17% | $154.38M | +283,273 | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 513 | 180M | 100.0% | 67 / 201 | 160 / 46 | 19M | 12M |
| Q1 2026 | 496 | 173M | 100.0% | 73 / 178 | 158 / 66 | 38M | 25M |
| Q4 2025 | 493 | 176M | 100.0% | 111 / 168 | 141 / 43 | 26M | 18M |
| Q3 2025 | 436 | 169M | 100.0% | 114 / 135 | 117 / 38 | 21M | 22M |
| Q2 2025 | 363 | 170M | 100.0% | 80 / 120 | 110 / 59 | 17M | 14M |
| Q1 2025 | 344 | 167M | 100.0% | 54 / 102 | 123 / 59 | 18M | 12M |
| Q4 2024 | 355 | 160M | 96.6% | 58 / 119 | 120 / 50 | 17M | 15M |
| Q3 2024 | 354 | 158M | 95.1% | 53 / 130 | 108 / 52 | 34M | 10M |
| Q2 2024 | 357 | 145M | 87.0% | 52 / 120 | 132 / 53 | 15M | 15M |
| Q1 2024 | 361 | 145M | 87.5% | 49 / 123 | 128 / 50 | 11M | 11M |
| Q4 2023 | 364 | 145M | 87.3% | 85 / 109 | 115 / 28 | 15M | 10M |
| Q3 2023 | 311 | 140M | 84.2% | 38 / 103 | 102 / 27 | 13M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IONS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Growth Company Fund | 8,471,732 | 5.10% | $648.09M | 0.66% | May 31, 2026 |
| Growth Fund of America | 7,668,655 | 4.61% | $586.65M | 0.16% | May 31, 2026 |
| Vanguard Health Care Fund | 6,212,640 | 3.74% | $321.63M | 0.84% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 5,259,919 | 3.17% | $417.06M | 0.44% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,989,044 | 3.00% | $395.58M | 0.02% | Jun 30, 2026 |
| New Economy Fund | 4,868,802 | 2.93% | $372.46M | 0.72% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 3,597,995 | 2.17% | $285.29M | 0.15% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 2,348,458 | 1.41% | $179.66M | 0.65% | May 31, 2026 |
| Fidelity Series Growth Company Fund | 2,090,022 | 1.26% | $159.89M | 0.65% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,075,497 | 1.25% | $164.57M | 0.35% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 1,998,674 | 1.20% | $158.47M | 0.69% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,894,588 | 1.14% | $150.22M | 0.15% | Jun 30, 2026 |
| Tweedy, Browne International Value Fund | 1,743,125 | 1.05% | $138.21M | 3.25% | Jun 30, 2026 |
| Growth Fund | 1,674,900 | 1.01% | $132.80M | 0.23% | Jun 30, 2026 |
| Vanguard Explorer Fund | 1,465,677 | 0.88% | $75.88M | 0.34% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brett P. Monia | Chief Executive Officer, Director | 242,760 | 0.15% | Sep 2, 2026 |
| Brian Birchler | EVP, Corp and Development Ops | 102,883 | 0.06% | Sep 2, 2026 |
| C. Frank Bennett | EVP, Chief Scientific Officer | 75,128 | 0.05% | Sep 2, 2026 |
| Patrick R. O'Neil | EVP CLO & General Counsel | 59,205 | 0.04% | Sep 2, 2026 |
| Holly B. Kordasiewicz | EVP, Chief Development Officer | 22,096 | 0.01% | Jul 9, 2026 |
| Eugene Schneider | EVP, Chf Clinical Develop Ofcr | 77,114 | 0.05% | Jun 30, 2026 |
| Joseph Baroldi | EVP, Chief Business Officer | 53,191 | 0.03% | Jun 30, 2026 |
| Eric Swayze | EVP Research | 22,077 | 0.01% | Jun 26, 2026 |
| Kyle Jenne | EVP, Chf GL Pdt Str Ofcr | 23,713 | 0.01% | Apr 17, 2026 |
| Shannon L. Devers | EVP, Chief Human Resources Ofc | 16,348 | 0.01% | Apr 2, 2026 |
| Elizabeth L. Hougen | EVP, Finance & CFO | 82,660 | 0.05% | Mar 18, 2026 |
| Richard S. Geary | EVP, Chief Development Officer | 59,657 | 0.04% | Nov 7, 2025 |
| Michael R. Hayden | Director | 78,298 | 0.05% | Jul 31, 2026 |
| Joan E. Herman | Director | 51,306 | 0.03% | Jul 17, 2026 |
| Spencer R. Berthelsen | Director | 161,303 | 0.10% | Jul 17, 2026 |
| Ludwig Hantson | Director | – | – | Jul 17, 2026 |
| Peter N. Reikes | Director | 14,222 | 0.01% | Jul 17, 2026 |
| Allene M. Diaz | Director | 13,922 | 0.01% | Jul 9, 2026 |
| Joseph Klein Iii | Director | 11,214 | 0.01% | Jul 6, 2026 |
| Michael J. Yang | Director | 7,940 | 0.00% | Jul 6, 2026 |
| Joseph Loscalzo | Director | 54,111 | 0.03% | Jul 6, 2026 |
| B. Lynne Parshall | Director | 52,878 | 0.03% | Apr 17, 2026 |
| Joseph H. Wender | Director | 52,035 | 0.03% | Dec 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Patrick R. O'Neil EVP CLO & General Counsel | Aug 31, 2026 | Other | +63 | $51.31 | $3.23K | 59,205 |
| Brett P. Monia Chief Executive Officer, Director | Aug 31, 2026 | Other | +98 | $51.31 | $5.03K | 242,760 |
| C. Frank Bennett EVP, Chief Scientific Officer | Aug 31, 2026 | Other | +110 | $51.31 | $5.64K | 60,128 |
| Brian Birchler EVP, Corp and Development Ops | Aug 31, 2026 | Other | +58 | $51.31 | $2.98K | 102,883 |
| Michael R. Hayden Director | Jul 31, 2026 | Buy | +5,000 | $51.60 | $258.00K | 24,000 |
| Michael R. Hayden Director | Jul 30, 2026 | Buy | +15,000 | $53.38 | $800.70K | 19,000 |
| Joan E. Herman Director | Jul 15, 2026 | Option exercise | +5,220 | – | – | 51,306 |
| Spencer R. Berthelsen Director | Jul 15, 2026 | Option exercise | +5,220 | – | – | 161,233 |
| Allene M. Diaz Director | Jul 7, 2026 | Option exercise | +10,111 | $47.11 | $476.33K | 13,922 |
| Allene M. Diaz Director | Jul 7, 2026 | Sale(10b5-1 plan) | −10,111 | $85.42 | $863.68K | 3,811 |
| C. Frank Bennett EVP, Chief Scientific Officer | Jul 7, 2026 | Other | +15,000 | – | – | 15,000 |
| C. Frank Bennett EVP, Chief Scientific Officer | Jul 7, 2026 | Sale(10b5-1 plan) | −5,536 | $83.58 | $462.70K | 75,018 |
| C. Frank Bennett EVP, Chief Scientific Officer | Jul 7, 2026 | Sale(10b5-1 plan) | −15,000 | $85.46 | $1.28M | 0 |
| Holly B. Kordasiewicz EVP, Chief Development Officer | Jul 7, 2026 | Sale(10b5-1 plan) | −362 | $84.30 | $30.52K | 22,096 |
| Joseph Klein Iii Director | Jul 1, 2026 | Sale(10b5-1 plan) | −11,419 | $79.04 | $902.56K | 11,014 |
| Joseph Klein Iii Director | Jul 1, 2026 | Sale(10b5-1 plan) | −99 | $79.45 | $7.87K | 22,433 |
| Joseph Klein Iii Director | Jul 1, 2026 | Option exercise | +11,518 | $39.94 | $460.03K | 22,532 |
| Patrick R. O'Neil EVP CLO & General Counsel | Jun 26, 2026 | Sale(10b5-1 plan) | −3,069 | $80.00 | $245.52K | 61,470 |
| Eugene Schneider EVP, Chf Clinical Develop Ofcr | Jun 26, 2026 | Sale(10b5-1 plan) | −26,000 | $81.05 | $2.11M | 77,114 |
| Eugene Schneider EVP, Chf Clinical Develop Ofcr | Jun 26, 2026 | Option exercise | +26,000 | $60.89 | $1.58M | 103,114 |
| Joseph Baroldi EVP, Chief Business Officer | Jun 26, 2026 | Sale(10b5-1 plan) | −5,635 | $80.16 | $451.70K | 4,669 |
| Joseph Baroldi EVP, Chief Business Officer | Jun 26, 2026 | Option exercise | +1,769 | $32.60 | $57.67K | 10,304 |
| Joseph Baroldi EVP, Chief Business Officer | Jun 26, 2026 | Option exercise | +3,866 | $56.78 | $219.51K | 8,535 |
| Brett P. Monia Chief Executive Officer, Director | Jun 26, 2026 | Sale(10b5-1 plan) | −50,000 | $80.59 | $4.03M | 245,571 |
| Brett P. Monia Chief Executive Officer, Director | Jun 26, 2026 | Option exercise | +50,000 | $56.78 | $2.84M | 295,571 |
| Brett P. Monia Chief Executive Officer, Director | Jun 25, 2026 | Sale(10b5-1 plan) | −21,072 | $78.49 | $1.65M | 245,571 |
| Brett P. Monia Chief Executive Officer, Director | Jun 25, 2026 | Option exercise | +21,072 | $32.60 | $686.95K | 266,643 |
| Eric Swayze EVP Research | Jun 25, 2026 | Sale(10b5-1 plan) | −10,602 | $79.18 | $839.47K | 21,759 |
| Brett P. Monia Chief Executive Officer, Director | Jun 24, 2026 | Option exercise | +14,565 | $32.60 | $474.82K | 260,136 |
| Brett P. Monia Chief Executive Officer, Director | Jun 24, 2026 | Sale(10b5-1 plan) | −14,565 | $78.41 | $1.14M | 245,571 |
| Spencer R. Berthelsen Director | Jun 15, 2026 | Sale(10b5-1 plan) | −8,000 | $73.49 | $587.92K | 156,013 |
| Spencer R. Berthelsen Director | Jun 15, 2026 | Option exercise | +8,000 | $24.42 | $195.36K | 164,013 |
| Holly B. Kordasiewicz EVP, Chief Development Officer | Jun 12, 2026 | Option exercise | +12,000 | $32.60 | $391.20K | 63,409 |
| Holly B. Kordasiewicz EVP, Chief Development Officer | Jun 12, 2026 | Option exercise | +21,000 | $60.89 | $1.28M | 51,409 |
| Holly B. Kordasiewicz EVP, Chief Development Officer | Jun 12, 2026 | Option exercise | +7,951 | $60.89 | $484.14K | 30,409 |
| Holly B. Kordasiewicz EVP, Chief Development Officer | Jun 12, 2026 | Sale(10b5-1 plan) | −41,004 | $73.09 | $3.00M | 42,300 |
| Holly B. Kordasiewicz EVP, Chief Development Officer | Jun 12, 2026 | Sale(10b5-1 plan) | −19,842 | $74.05 | $1.47M | 22,458 |
| Holly B. Kordasiewicz EVP, Chief Development Officer | Jun 12, 2026 | Option exercise | +19,895 | $56.78 | $1.13M | 83,304 |
| Spencer R. Berthelsen Director | Jun 1, 2026 | Sale(10b5-1 plan) | −8,000 | $75.67 | $605.36K | 156,013 |
| Spencer R. Berthelsen Director | Jun 1, 2026 | Option exercise | +8,000 | $24.42 | $195.36K | 164,013 |
| Brett P. Monia Chief Executive Officer, Director | May 14, 2026 | Option exercise | +3,220 | $32.60 | $104.97K | 245,882 |
| Brett P. Monia Chief Executive Officer, Director | May 14, 2026 | Sale(10b5-1 plan) | −3,220 | $78.68 | $253.35K | 242,662 |
| Brett P. Monia Chief Executive Officer, Director | May 13, 2026 | Sale(10b5-1 plan) | −1,316 | $78.01 | $102.66K | 242,662 |
| Brett P. Monia Chief Executive Officer, Director | May 13, 2026 | Option exercise | +1,316 | $32.60 | $42.90K | 243,978 |
| Joseph Loscalzo Director | May 4, 2026 | Sale(10b5-1 plan) | −59,508 | $74.90 | $4.46M | 54,111 |
| Joseph Loscalzo Director | May 4, 2026 | Option exercise | +16,000 | $64.80 | $1.04M | 113,619 |
| Joseph Loscalzo Director | May 4, 2026 | Sale(10b5-1 plan) | −17,781 | $75.58 | $1.34M | 36,330 |
| Joseph Loscalzo Director | May 4, 2026 | Option exercise | +12,000 | $60.20 | $722.40K | 97,619 |
| Joseph Loscalzo Director | May 4, 2026 | Option exercise | +16,000 | $42.88 | $686.08K | 85,619 |
| Joseph Loscalzo Director | May 4, 2026 | Option exercise | +10,321 | $41.08 | $423.99K | 69,619 |
| Joseph Loscalzo Director | May 4, 2026 | Option exercise | +12,000 | $40.05 | $480.60K | 59,298 |
| Joseph Loscalzo Director | May 4, 2026 | Option exercise | +10,968 | $38.06 | $417.44K | 47,298 |
| Joseph Klein Iii Director | May 1, 2026 | Sale(10b5-1 plan) | −1,431 | $74.45 | $106.54K | 11,014 |
| Joseph Klein Iii Director | May 1, 2026 | Option exercise | +10,111 | $47.11 | $476.33K | 21,125 |
| Joseph Klein Iii Director | May 1, 2026 | Sale(10b5-1 plan) | −8,680 | $73.35 | $636.68K | 12,445 |
| Joseph Baroldi EVP, Chief Business Officer | Apr 28, 2026 | Sale(10b5-1 plan) | −1,626 | $71.79 | $116.73K | 44,909 |
| Joseph Baroldi EVP, Chief Business Officer | Apr 16, 2026 | Sale | −5,619 | $74.56 | $418.95K | 46,535 |
| Brian Birchler EVP, Corp and Development Ops | Apr 16, 2026 | Sale | −973 | $75.04 | $73.01K | 67,500 |
| Kyle Jenne EVP, Chf GL Pdt Str Ofcr | Apr 16, 2026 | Sale | −4,902 | $75.17 | $368.48K | 23,713 |
| B. Lynne Parshall Director | Apr 15, 2026 | Sale(10b5-1 plan) | −4,466 | $76.19 | $340.26K | 51,878 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Shannon L. Devers Officer | Oct 16, 2026 | 1,357 | $59.71K | Oct 16, 2026 | RSUs granted under 2011 Equity Incentive Plan |
| C. Frank Bennett Officer | Jul 7, 2026 | 67,386 | $5.72M | Jul 7, 2026 | Owned Shares |
| Holly B. Kordasiewicz Officer | Jul 7, 2026 | 1,287 | $108.49K | Jul 7, 2026 | Restricted Stock |
| Allene M. Diaz Director | Jul 7, 2026 | 10,111 | $863.64K | Jul 7, 2026 | Stock Option Exercise |
| Joseph Klein Iii Director | Jul 1, 2026 | 11,518 | $910.42K | Jul 1, 2026 | Stock Option Exercise |
| Mariana Baroldi Member of immediate family of any of the foregoing | Jun 26, 2026 | 5,635 | $451.70K | Jun 26, 2026 | Stock Option Exercise |
| Patrick R. O'Neil Officer | Jun 26, 2026 | 3,069 | $245.52K | Jun 26, 2026 | Restricted Stock |
| Eugene Schneider Officer | Jun 26, 2026 | 47,884 | $3.88M | Jun 26, 2026 | Stock Option Exercise |
| Eric Swayze Officer | Jun 25, 2026 | 10,602 | $839.29K | Jun 25, 2026 | Restricted Stock |
| Spencer R. Berthelsen Director | Jun 15, 2026 | 8,000 | $587.92K | Jun 15, 2026 | Stock Option Exercise |
| Holly B. Kordasiewicz Officer | Jun 12, 2026 | 60,846 | $4.47M | Jun 12, 2026 | Option Exercise |
| Spencer R. Berthelsen Director | Jun 1, 2026 | 8,000 | $605.36K | Jun 1, 2026 | Options Granted - 07/01/2016 |
| Brett P. Monia Officer | May 13, 2026 | 100,000 | $7.80M | May 13, 2026 | Stock Options |
| Joseph Loscalzo Director | May 4, 2026 | 54,321 | $4.35M | May 4, 2026 | Option Exercise |
| Joseph Baroldi Officer | Apr 28, 2026 | 1,626 | $116.73K | Apr 28, 2026 | Restricted Stock |