Inovio Pharmaceuticals, Inc.
INO- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001055726
No open-market purchases or sales by Inovio Pharmaceuticals, Inc. insiders were filed in the last 90 days; 101 institutions reported holding it in 13F filings for Q2 2026, worth $36.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Inovio Pharmaceuticals, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 211
- −7 vs. Q1 2021
- Shares held
- 73.7M
- −1.09M (−1.5%) vs. Q1 2021
- Total value
- $683.1M
- −$10.5M (−1.5%) vs. Q1 2021
- New holders
- 41
- 68 more added
- Sold out
- 48
- 46 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 101 | $36.1M |
| Q1 2026 | 99 | $54.6M |
| Q4 2025 | 101 | $57.5M |
| Q3 2025 | 99 | $48.4M |
| Q2 2025 | 103 | $20.7M |
| Q1 2025 | 108 | $22.2M |
| Q4 2024 | 105 | $24.4M |
| Q3 2024 | 98 | $49.5M |
| Q2 2024 | 96 | $65.1M |
| Q1 2024 | 89 | $56.4M |
| Q4 2023 | 116 | $25.7M |
| Q3 2023 | 127 | $21.6M |
| Q2 2023 | 135 | $32.1M |
| Q1 2023 | 177 | $99.8M |
| Q4 2022 | 186 | $198.5M |
| Q3 2022 | 183 | $200.0M |
| Q2 2022 | 185 | $196.2M |
| Q1 2022 | 201 | $330.4M |
| Q4 2021 | 209 | $428.9M |
| Q3 2021 | 213 | $554.9M |
| Q2 2021 | 211 | $683.1M |
| Q1 2021 | 219 | $693.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 6 | $0 | 0.00% | −338−98.3% | Reduced |
| Highlander Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 30 | $0 | 0.00% | +30 | New |
| Captrust Financial Advisors | 135 | $1.00K | 0.00% | −1,274−90.4% | Reduced |
| North Star Investment Management Corp. | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 125 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $1.00K | 0.00% | +150 | New |
| Albion Financial Group | 63 | $1.00K | 0.00% | +63 | New |
| Reilly Financial Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| MCF Advisors LLC | 100 | $1.00K | 0.00% | +100 | New |
| Key Financial Inc | 120 | $1.00K | 0.00% | +120 | New |
| DB Wealth Management Group, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 165 | $2.00K | 0.00% | −111−40.2% | Reduced |
| Atwood & Palmer Inc | 225 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 180 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 249 | $2.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 300 | $2.78K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 361 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 365 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 375 | $3.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 315 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 365 | $3.00K | 0.00% | +261+251.0% | Added |
| State of Wyoming | 352 | $3.00K | 0.00% | +229+186.2% | Added |
| Quadrant Capital Group LLC | 325 | $3.00K | 0.00% | +325 | New |
| Lindbrook Capital, LLC | 317 | $3.00K | 0.00% | +317 | New |
| Daiwa Securities Group Inc. | 409 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 404 | $4.00K | 0.00% | +214+112.6% | Added |
| FMR LLC | 444 | $4.00K | 0.00% | +319+255.2% | Added |
| Emfo, LLC | 400 | $4.00K | 0.00% | +400 | New |
| Pinnacle Holdings, LLC | 500 | $4.63K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 500 | $5.00K | 0.00% | −2,320−82.3% | Reduced |
| Sargent Bickham Lagudis LLC | 525 | $5.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 548 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 550 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 598 | $6.00K | 0.00% | −1,000−62.6% | Reduced |
| Meeder Asset Management Inc | 597 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 625 | $6.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 664 | $6.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 733 | $7.00K | 0.00% | +733 | New |
| First Horizon Corp | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 965 | $9.00K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Compagnie Lombard Odier SCmA | 1,100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,250 | $11.0K | 0.00% | −1,300−51.0% | Reduced |
| Country Trust Bank | 1,210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2,750 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,900 | $26.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,847 | $26.0K | 0.00% | +2,662+1,438.9% | Added |
| Beck Bode, LLC | 2,908 | $27.0K | 0.01% | +2,908 | New |
| Brewin Dolphin Ltd | 2,962 | $27.5K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 3,087 | $29.0K | 0.02% | −177−5.4% | Reduced |
| Proequities, Inc. | 3,513 | $33.0K | 0.00% | +513+17.1% | Added |
| S.A. Mason LLC | 3,750 | $35.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,987 | $37.0K | 0.00% | +3,987 | New |
| Ellis Investment Partners, LLC | 4,100 | $38.0K | 0.01% | +2,000+95.2% | Added |
| Itau Unibanco Holding S.A. | 4,096 | $38.0K | 0.00% | +4,096 | New |
| Rockefeller Capital Management L.P. | 4,800 | $44.0K | 0.00% | −78−1.6% | Reduced |
| Penserra Capital Management LLC | 4,765 | $44.0K | 0.00% | +80+1.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 5,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 5,000 | $46.0K | 0.01% | +5,000 | New |
| Newbridge Financial Services Group, Inc. | 6,000 | $56.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,203 | $58.0K | 0.00% | +6,203 | New |
| Harbour Investments, Inc. | 6,708 | $62.0K | 0.00% | −63−0.9% | Reduced |
| Macquarie Group Ltd | 8,371 | $78.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,120 | $85.0K | 0.00% | +9,120 | New |
| Tower Research Capital LLC (TRC) | 9,281 | $86.0K | 0.00% | −7,632−45.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,300 | $86.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,130 | $94.0K | 0.00% | +1,554+18.1% | Added |
| TAP Consulting, LLC | 10,240 | $95.0K | 0.03% | +10,240 | New |
| Kestra Advisory Services, LLC | 10,478 | $97.0K | 0.00% | −2,802−21.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,500 | $97.3K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,599 | $98.0K | 0.01% | +10,599 | New |
| XTX Topco Ltd | 10,552 | $98.0K | 0.03% | +10,552 | New |
| International Assets Investment Management, LLC | 10,737 | $100.0K | 0.02% | −13,327−55.4% | Reduced |
| SG Americas Securities, LLC | 10,913 | $101.0K | 0.00% | −25,569−70.1% | Reduced |
| Xponance, Inc. | 11,320 | $105.0K | 0.00% | +11,320 | New |
| Shell Asset Management Co | 11,421 | $106.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,650 | $108.0K | 0.01% | +11,650 | New |
| Great West Life Assurance Co | 11,824 | $110.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,312 | $114.0K | 0.00% | +12,312 | New |
| IFP Advisors, Inc | 13,118 | $122.0K | 0.00% | +11,192+581.1% | Added |
| Valley National Advisers Inc | 13,900 | $129.0K | 0.02% | +2,200+18.8% | Added |
| Nisa Investment Advisors, LLC | 14,640 | $136.0K | 0.00% | +12,500+584.1% | Added |
| Banque Cantonale Vaudoise | 15,558 | $144.0K | 0.01% | +27+0.2% | Added |
| Pictet Asset Management Ltd | 15,700 | $146.0K | 0.00% | −209,879−93.0% | Reduced |
| Pathstone Family Office, LLC | 16,101 | $149.0K | 0.00% | +16,101 | New |
| Nwam LLC | 16,200 | $150.0K | 0.01% | +500+3.2% | Added |
| Ameritas Investment Partners, Inc. | 16,212 | $150.0K | 0.01% | +1,147+7.6% | Added |