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
31 Mar 2025
the date the book describes
Filed
15 May 2025
latest of these filings; the earliest 14 May 2025
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 11 listed it in both
Shares listed
25,203,272
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 4 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
T. Rowe Price Associates Inc12,923,541$986m0.12%Added+219,13114 May 2025 (the filing on sec.gov)
Artisan Partners LP3,217,268$245m0.40%Added+90,92914 May 2025 (the filing on sec.gov)
AllianceBernstein LP2,423,513$185m0.07%Added+59,95215 May 2025 (the filing on sec.gov)
Holocene Advisors LP2,026,422$155m0.45%Added+1,338,71015 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,545,419$121m0.07%Added+99,72315 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.734,880$56munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Marshall Wace LLP696,237$53m0.07%Trimmed-367,97815 May 2025 (the filing on sec.gov)
Maverick Capital Ltd425,125$32m0.57%Newnew15 May 2025 (the filing on sec.gov)
Two Sigma Investments LP406,903$31m0.07%Trimmed-187,09315 May 2025 (the filing on sec.gov)
Soros Fund Management LLC307,211$23m0.35%Trimmed-147,87815 May 2025 (the filing on sec.gov)
Woodline Partners LP248,770$19m0.12%Added+86,54015 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP157,200$12munder 0.1%Trimmed-169,30015 May 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP87,783$6.7m0.07%Newnew14 May 2025 (the filing on sec.gov)
Farallon Capital Management LLC3,000$229kunder 0.1%Held015 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →