L3VLUP
ProSign in

INSM in the 13F filings

Insmed Inc · CUSIP 457669307

Sector · Pharmaceuticals and biotechnologyTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Pharmaceutical preparations
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Nov 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 13 listed it in both
Shares listed
31,747,741
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

Among the 94 comparable managers: 10 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing INSM in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
T. Rowe Price Associates Inc12,580,981$918m0.11%Added+417,61314 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)7,191,518$525munder 0.1%Trimmed-113,6125 Nov 2026 (the filing on sec.gov)
Artisan Partners LP2,884,097$211m0.31%Added+394,66612 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP2,450,093$179m0.06%Trimmed-42,18214 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,488,904$109m0.06%Trimmed-602,87414 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP801,139$58m0.13%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP771,211$56m0.07%Trimmed-478,14014 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC738,951$54m0.20%Trimmed-183,05114 Nov 2024 (the filing on sec.gov)
Man Group PLC615,946$45m0.12%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC485,618$35m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Soros Fund Management LLC478,601$35m0.50%Added+7,90114 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP392,700$29m0.07%Added+97,30014 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP315,151$23m0.06%Trimmed-543,14914 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP240,000$18m0.07%Trimmed-227,50013 Nov 2024 (the filing on sec.gov)
Woodline Partners LP216,379$16m0.13%Added+61,22414 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP85,183$6.2munder 0.1%Addedn.a.12 Nov 2024 (the filing on sec.gov)
Caxton Associates LLP8,269$604kunder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)
Farallon Capital Management LLC3,000$219kunder 0.1%Trimmed-565,00014 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
18 in Q3 2024 to 21 in Q2 2026

Tracked managers listing it, at least.

0102030201420182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
INSM by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20131$20mn.a.n.a.
Q4 20131$28mn.a.n.a.
Q1 20142$39mn.a.n.a.
Q2 20142$43mn.a.n.a.
Q3 20141$34mn.a.n.a.
Q4 20141$44mn.a.n.a.
Q1 20151$174mn.a.n.a.
Q2 20151$211mn.a.n.a.
Q3 20151$168mn.a.n.a.
Q4 20152$169mn.a.n.a.
Q3 20161$146mn.a.n.a.
Q1 20171$189mn.a.n.a.
Q2 20174$180mn.a.n.a.
Q3 20177$890mn.a.n.a.
Q4 20174$954mn.a.n.a.
Q1 20183$428mn.a.n.a.
Q2 20183$475mn.a.n.a.
Q3 20184$416mn.a.n.a.
Q4 20181$150mn.a.n.a.
Q1 20194$897mn.a.n.a.
Q2 20196$559mn.a.n.a.
Q3 20196$284mn.a.n.a.
Q4 20196$680mn.a.n.a.
Q1 20207$472mn.a.n.a.
Q2 20207$1.0bnn.a.n.a.
Q3 20209$1.2bnn.a.n.a.
Q4 20208$1.0bnn.a.n.a.
Q1 20216$816mn.a.n.a.
Q2 20216$800mn.a.n.a.
Q3 20217$803mn.a.n.a.
Q4 20217$760mn.a.n.a.
Q1 20228$680mn.a.n.a.
Q2 20227$566mn.a.n.a.
Q3 202210$379mn.a.n.a.
Q4 20228$360mn.a.n.a.
Q1 20236$282mn.a.n.a.
Q2 20236$353mn.a.n.a.
Q3 20237$415mn.a.n.a.
Q4 20238$539m45
Q1 20248$437m73
Q2 202416$2.2bn106
Q3 202418$2.3bn1010
Q4 202414$1.6bn48
Q1 202514$1.9bn94
Q2 202523$3.7bn176
Q3 202520$5.8bn109
Q4 202519$6.6bn1420
Q1 202619$7.0bn1617
Q2 202621$5.0bn2811

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

INSM and LLY →INSM and JNJ →INSM and VRTX →Choose a stock to compare with INSM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own INSM, latest filings →Back to the 13F Explorer →