SEC ownership of IONIS PHARMACEUTICALS INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000874015.

Comparable stake leader

Capital World Investors

Disclosed value leader

FMR LLC

Comparable rows

5/50

Latest evidence

31 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
5 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Capital World Investors
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000874015
Issuer location
Carlsbad, CA

Ownership snapshot

Top shareholders of IONIS PHARMACEUTICALS INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Capital World Investors
Disclosed value leader
FMR LLC
Comparable rows
5/50
Latest evidence
31 Aug 2026
13F 13D/G 3/4/5 Lead comparable stake: 13% 45 rows are not safely comparable across share classes. 13D/G row: Capital World Investors Showing 1-8 of 50 holder rows.

Quick read

Capital World Investors leads the comparable SEC ownership view at 13%.

5 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Capital World Investors's linked filing trail.
Comparable ownership Top 5
Capital World Investors 13%
BlackRock, Inc. 5.7%
VANGUARD CAPITAL MANAGEMENT LLC 5%
WELLINGTON MANAGEMENT GROUP LLP 4.3%
T. Rowe Price Investment Manageme... 3.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Capital World Investors
13F 13D/G
Company
13%
Reported 13D/G · 31 Mar 2026
$1,718,152,930
21,669,226 shares
— 30 Jun 2026
BlackRock, Inc.
13F 13D/G
Company
5.7%
Reported 13D/G · 31 Mar 2025
$848,772,532
10,704,660 shares
— 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
5%
Reported 13D/G · 31 Mar 2026
$626,605,926
8,344,732 shares
$0 31 Mar 2026
WELLINGTON MANAGEMENT GROUP LLP
13F 13D/G
Company
4.3%
Reported 13D/G · 30 Jun 2025
$606,680,694
7,651,415 shares
— 30 Jun 2026
T. Rowe Price Investment Management, Inc.
13D/G 13F
Company
3.7%
Reported 13D/G · 31 Mar 2026
$462,974,060
6,159,027 shares
-$221,675,729 31 Mar 2026
FMR LLC
13F
Company
13F
—
denominator unverified
$1,953,067,764
24,631,956 shares
— 30 Jun 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$623,182,054
7,859,529 shares
— 30 Jun 2026
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
—
denominator unverified
$495,748,197
6,252,342 shares
— 30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$112,481,105.

Buys
$1,206,900
Insiders: 1
Sells
$113,688,005
Insiders: 18
Net
-$112,481,105
Shares: -1,447,177
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 25,000 Shares: 1,472,177
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 5,000 1,410 $148,200 $61,389 +$86,811
3-6 20,000 250,316 $1,058,700 $19,678,332 -$18,619,632
6-9 0 766,896 $0 $57,837,778 -$57,837,778
9-12 0 453,555 $0 $36,110,506 -$36,110,506

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 25 reporting-owner rows connected to IONIS PHARMACEUTICALS INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
25
Largest Forms 3/4/5 holder
Brett P. Monia
Net 12M change
-$112.48MFull value: -$112,481,104 · USD · 12-month change
Latest report
10 Nov 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Brett P. Monia Chief Executive Officer, Director $48,195,142 -$30,324,115 -39% Mixed 31 Aug 2026
Spencer R. Berthelsen Director $12,954,057 -$1,193,280 -8.4% Mixed 15 Jul 2026
HOUGEN ELIZABETH L EVP, Finance & CFO $11,680,853 -$17,867,371 -60% Mixed 16 Mar 2026
Brian Birchler EVP, Corp and Development Ops $11,648,257 -$1,222,997 -9.5% Mixed 31 Aug 2026
Eugene Schneider EVP, Chf Clinical Develop Ofcr $10,398,607 -$3,738,450 -26% Mixed 26 Jun 2026
Patrick R. O'Neil EVP CLO & General Counsel $8,790,747 -$2,222,381 -20% Mixed 31 Aug 2026
Richard S. Geary EVP, Chief Development Officer $8,613,598 Mixed 05 Nov 2025
C. Frank Bennett EVP, Chief Scientific Officer $8,102,000 -$9,649,055 -54% Mixed 31 Aug 2026
Onaiza Cadoret-Manier EVP,Chf GL Pdt Str & Oper Ofc $7,945,126 Mixed 02 Feb 2024
Joseph Baroldi EVP, Chief Business Officer $7,762,433 -$2,568,005 -25% Mixed 26 Jun 2026
Eric Swayze EVP Research $5,110,912 -$5,237,867 -51% Mixed 15 Oct 2026
Joan E. Herman Director $4,068,052 -$3,173,830 -44% Mixed 15 Jul 2026
Joseph H. Wender Director $4,044,699 -$2,262,848 -36% Mixed 01 Dec 2025
B. Lynne Parshall Director $3,951,947 -$794,955 -17% Filing P/S 15 Apr 2026
Kyle Jenne EVP, Chf GL Pdt Str Ofcr $3,581,402 -$3,334,288 -48% Mixed 15 Apr 2026
Shannon L. Devers EVP, Chief Human Resources Ofc $3,562,356 -$8,190,048 -70% Mixed 15 Oct 2026
Frederick T. Muto Director $3,438,793 Mixed 15 Jul 2022
Michael R. Hayden Director $3,224,685 +$1,206,900 +60% Mixed 10 Nov 2026
Joseph Loscalzo Director $2,745,915 -$5,884,059 -68% Filing P/S 01 Jul 2026
Holly B. Kordasiewicz EVP, Chief Development Officer $1,862,692 -$4,810,252 -72% Filing P/S 07 Jul 2026

Recent insider transactions for IONIS PHARMACEUTICALS INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Michael R. Hayden IONS Common Stock Purchase 22.7% $148,200 $29.64 5,000 27,000 10 Nov 2026 by Spouse
Shannon L. Devers IONS Common Stock Sale -7.08% -$59,082 $43.54 -1,357 17,811 16 Oct 2026 Direct
Eric Swayze IONS Common Stock Sale -12% -$2,308 $43.54 -53 390 16 Oct 2026 by Son
Shannon L. Devers IONS Common Stock Options Exercise 17.2% 2,820 19,168 15 Oct 2026 Direct
Shannon L. Devers IONS Restricted Stock Unit Options Exercise -5.35% -2,820 49,884 15 Oct 2026 Direct
Eric Swayze IONS Common Stock Options Exercise 39.3% 125 443 15 Oct 2026 by Son
Eric Swayze IONS Restricted Stock Unit Options Exercise -20.5% -125 486 15 Oct 2026 by Son
C. Frank Bennett IONS Common Stock Other 0.18% 110 60,128 31 Aug 2026 Direct
Patrick R. O'Neil IONS Common Stock Other 0.11% 63 59,205 31 Aug 2026 Direct
Brett P. Monia IONS Common Stock Other 0.04% 98 242,760 31 Aug 2026 Direct
Brian Birchler IONS Common Stock Other 0.06% 58 102,883 31 Aug 2026 Direct
Michael R. Hayden IONS Common Stock Purchase 26.3% $258,000 $51.60 5,000 24,000 31 Jul 2026 by Spouse
Michael R. Hayden IONS Common Stock Purchase 375% $800,700 $53.38 15,000 19,000 30 Jul 2026 by Spouse
Peter N. Reikes IONS Restricted Stock Unit Award 3,399 3,399 15 Jul 2026 Direct
Ludwig Hantson IONS Restricted Stock Unit Award 3,399 3,399 15 Jul 2026 Direct
Joan E. Herman IONS Common Stock Options Exercise 11.3% 5,220 51,306 15 Jul 2026 Direct
Joan E. Herman IONS Restricted Stock Unit Options Exercise -69.4% -5,220 2,301 15 Jul 2026 Direct
Spencer R. Berthelsen IONS Common Stock Options Exercise 3.35% 5,220 161,233 15 Jul 2026 Direct
Spencer R. Berthelsen IONS Restricted Stock Unit Options Exercise -69.4% -5,220 2,301 15 Jul 2026 Direct
C. Frank Bennett IONS Common Stock Sale -100% -$1,281,930 $85.46 -15,000 0 07 Jul 2026 by Trust
C. Frank Bennett IONS Common Stock Other 15,000 15,000 07 Jul 2026 by Trust
C. Frank Bennett IONS Common Stock Sale -6.87% -$462,693 $83.58 -5,536 75,018 07 Jul 2026 Direct
C. Frank Bennett IONS Restricted Stock Unit Other -55.3% -15,000 12,109 07 Jul 2026 Direct
Allene M. Diaz IONS Common Stock Sale -72.6% -$863,637 $85.42 -10,111 3,811 07 Jul 2026 Direct
Allene M. Diaz IONS Common Stock Options Exercise 265.3% 10,111 13,922 07 Jul 2026 Direct
Allene M. Diaz IONS Non-Qualified Stock Option (right to buy) Options Exercise -100% -10,111 0 07 Jul 2026 Direct
Holly B. Kordasiewicz IONS Common Stock Sale -1.61% -$30,517 $84.30 -362 22,096 07 Jul 2026 Direct
Michael J. Yang IONS Restricted Stock Unit Award 32.2% 2,301 9,451 01 Jul 2026 Direct
Michael J. Yang IONS Non-Qualified Stock Option (right to buy) Award 5,369 5,369 01 Jul 2026 Direct
Joseph Loscalzo IONS Restricted Stock Unit Award 44.1% 2,301 7,521 01 Jul 2026 Direct
Joseph Loscalzo IONS Non-Qualified Stock Option (right to buy) Award 5,369 5,369 01 Jul 2026 Direct
Joan E. Herman IONS Restricted Stock Unit Award 44.1% 2,301 7,521 01 Jul 2026 Direct
Joan E. Herman IONS Non-Qualified Stock Option (right to buy) Award 5,369 5,369 01 Jul 2026 Direct
Joseph Klein III IONS Common Stock Sale -51.1% -$910,416 $79.04 -11,518 11,014 01 Jul 2026 Direct
Joseph Klein III IONS Common Stock Options Exercise 104.6% 11,518 22,532 01 Jul 2026 Direct
Joseph Klein III IONS Restricted Stock Unit Award 16.5% 2,301 16,277 01 Jul 2026 Direct
Joseph Klein III IONS Non-Qualified Stock Option (right to buy) Award 5,369 5,369 01 Jul 2026 Direct
Joseph Klein III IONS Non-Qualified Stock Option (right to buy) Options Exercise -100% -11,518 0 01 Jul 2026 Direct
Michael R. Hayden IONS Restricted Stock Unit Award 23.2% 2,301 12,198 01 Jul 2026 Direct
Michael R. Hayden IONS Non-Qualified Stock Option (right to buy) Award 5,369 5,369 01 Jul 2026 Direct
Allene M. Diaz IONS Restricted Stock Unit Award 44.1% 2,301 7,521 01 Jul 2026 Direct
Allene M. Diaz IONS Non-Qualified Stock Option (right to buy) Award 5,369 5,369 01 Jul 2026 Direct
Spencer R. Berthelsen IONS Restricted Stock Unit Award 44.1% 2,301 7,521 01 Jul 2026 Direct
Spencer R. Berthelsen IONS Non-Qualified Stock Option (right to buy) Award 5,369 5,369 01 Jul 2026 Direct
Joseph Baroldi IONS Common Stock Sale -54.7% -$451,699 $80.16 -5,635 4,669 26 Jun 2026 by Spouse
Joseph Baroldi IONS Common Stock Options Exercise 120.7% 5,635 10,304 26 Jun 2026 by Spouse
Joseph Baroldi IONS Non-Qualified Stock Option (right to buy) Options Exercise -100% -5,635 0 26 Jun 2026 by Spouse
Patrick R. O'Neil IONS Common Stock Sale -4.76% -$245,520 $80.00 -3,069 61,470 26 Jun 2026 Direct
Eugene Schneider IONS Common Stock Sale -25.2% -$2,107,196 $81.05 -26,000 77,114 26 Jun 2026 Direct
Eugene Schneider IONS Common Stock Options Exercise 33.7% 26,000 103,114 26 Jun 2026 Direct
* marks a reported price that did not pass the local price check.
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