Millennium Management’s Insmed INSM Stock Holding History

Millennium Management’s Portfolio INSM Stock Details INSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$92.1M	Buy	864,000 +726,700	+529%	+$88M	0.03%	551
2026 Q1	$22.5M	Buy	+137,300	New	+$21.1M	0.01%	1447
2025 Q3	–	Sell	-8,000	Closed	-$805K	–	6231
2025 Q2	$805K	Sell	8,000 -2,000	-20%	-$153K	﹤0.01%	4574
2025 Q1	$763K	Sell	10,000 -61,900	-86%	-$4.73M	﹤0.01%	4549
2024 Q4	$4.96M	Sell	71,900 -35,500	-33%	-$2.56M	﹤0.01%	2822
2024 Q3	$7.84M	Buy	107,400 +17,100	+19%	+$1.26M	﹤0.01%	2417
2024 Q2	$6.05M	Buy	90,300 +45,600	+102%	+$1.77M	﹤0.01%	2542
2024 Q1	$1.21M	Buy	+44,700	New	+$1.25M	﹤0.01%	4138
2021 Q1	–	Sell	-110,000	Closed	-$3.66M	–	6207
2020 Q4	$3.66M	Buy	+110,000	New	+$4.02M	﹤0.01%	2743
2020 Q3	–	Sell	-10,000	Closed	-$275K	–	4625
2020 Q2	$275K	Hold	10,000	–	–	﹤0.01%	3706
2020 Q1	$160K	Sell	10,000 -90,000	-90%	-$2.13M	﹤0.01%	3461
2019 Q4	$2.39M	Buy	+100,000	New	+$2.03M	﹤0.01%	2496
2014 Q3	–	Sell	-315,100	Closed	-$6.3M	–	3834
2014 Q2	$6.3M	Sell	315,100 -170,500	-35%	-$2.52M	0.02%	1061
2014 Q1	$9.25M	Buy	+485,600	New	+$9.23M	0.03%	850

Other funds holding INSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Millennium Management's INSM Position: Q2 2026 in Review

Millennium Management increased its Insmed (INSM) stake by 77% in Q2 2026, buying an estimated $108M and bringing the position to 2,048,005 shares worth $218M. The position accounts for 0.08% of the portfolio, ranked #218.

Millennium Management first reported a position in INSM in Q2 2013 and has held it in 45 quarters since. The position peaked at $336M in Q3 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Millennium Management held 2,048,005 shares of Insmed worth $218M as of Q2 2026.
Millennium Management bought 890,219 Insmed shares in Q2 2026, an estimated $108M.
Insmed made up 0.08% of Millennium Management's portfolio in Q2 2026, its #218 holding.
Millennium Management first reported a position in Insmed in Q2 2013 and has held it in 45 quarters since.
Millennium Management's Insmed position peaked at $336M in Q3 2025.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.