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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 20,857 | $193.0K | 0.00% | +20,857 | New |
| Alerus Financial NA | 20,000 | $185.0K | 0.02% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 20,000 | $185.0K | 0.15% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 19,951 | $185.0K | 0.01% | +19,951 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,496 | $181.0K | 0.00% | −3,516−15.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,595 | $172.0K | 0.00% | −2,195−10.6% | Reduced |
| Credit Agricole S A | 18,000 | $167.0K | 0.01% | +5,000+38.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,652 | $154.0K | 0.04% | +16,652 | New |
| Janney Montgomery Scott LLC | 16,440 | $152.0K | 0.00% | −1,000−5.7% | Reduced |
| Prudential Financial Inc | 16,270 | $151.0K | 0.00% | +2,120+15.0% | Added |
| 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 |
| Moors & Cabot, Inc. | 16,150 | $150.0K | 0.01% | +2,450+17.9% | Added |
| Pathstone Family Office, LLC | 16,101 | $149.0K | 0.00% | +16,101 | New |
| Pictet Asset Management Ltd | 15,700 | $146.0K | 0.00% | −209,879−93.0% | Reduced |
| Banque Cantonale Vaudoise | 15,558 | $144.0K | 0.01% | +27+0.2% | Added |
| Nisa Investment Advisors, LLC | 14,640 | $136.0K | 0.00% | +12,500+584.1% | Added |
| Valley National Advisers Inc | 13,900 | $129.0K | 0.02% | +2,200+18.8% | Added |
| IFP Advisors, Inc | 13,118 | $122.0K | 0.00% | +11,192+581.1% | Added |
| Oppenheimer & Co Inc | 12,312 | $114.0K | 0.00% | +12,312 | New |
| Great West Life Assurance Co | 11,824 | $110.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,650 | $108.0K | 0.01% | +11,650 | New |
| Shell Asset Management Co | 11,421 | $106.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 11,320 | $105.0K | 0.00% | +11,320 | New |
| SG Americas Securities, LLC | 10,913 | $101.0K | 0.00% | −25,569−70.1% | Reduced |
| International Assets Investment Management, LLC | 10,737 | $100.0K | 0.02% | −13,327−55.4% | Reduced |
| IFG Advisory, LLC | 10,599 | $98.0K | 0.01% | +10,599 | New |
| XTX Topco Ltd | 10,552 | $98.0K | 0.03% | +10,552 | New |
| Federation des caisses Desjardins du Quebec | 10,500 | $97.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,478 | $97.0K | 0.00% | −2,802−21.1% | Reduced |
| TAP Consulting, LLC | 10,240 | $95.0K | 0.03% | +10,240 | New |
| US Bancorp | 10,130 | $94.0K | 0.00% | +1,554+18.1% | Added |
| 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 |
| Advisory Services Network, LLC | 9,120 | $85.0K | 0.00% | +9,120 | New |
| Macquarie Group Ltd | 8,371 | $78.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,708 | $62.0K | 0.00% | −63−0.9% | Reduced |
| Walleye Trading LLC | 6,203 | $58.0K | 0.00% | +6,203 | New |
| Newbridge Financial Services Group, Inc. | 6,000 | $56.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Hantz Financial Services, Inc. | 3,987 | $37.0K | 0.00% | +3,987 | New |
| S.A. Mason LLC | 3,750 | $35.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 3,513 | $33.0K | 0.00% | +513+17.1% | Added |
| Joseph P. Lucia & Associates, LLC | 3,087 | $29.0K | 0.02% | −177−5.4% | Reduced |
| Brewin Dolphin Ltd | 2,962 | $27.5K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 2,908 | $27.0K | 0.01% | +2,908 | New |
| 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 |
| Earnest Partners LLC | 2,750 | $25.0K | 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 |
| Compagnie Lombard Odier SCmA | 1,100 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 733 | $7.00K | 0.00% | +733 | New |
| Credential Qtrade Securities Inc. | 664 | $6.16K | 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 |
| 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 |
| Pinnacle Holdings, LLC | 500 | $4.63K | 0.00% | +500 | 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 |
| 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 |
| American Portfolios Advisors | 300 | $2.78K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |