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, Q3 2021
Institutional positions in Inovio Pharmaceuticals, Inc. as of Sep 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
- 213
- +8 vs. Q2 2021
- Shares held
- 77.5M
- +3.81M (+5.2%) vs. Q2 2021
- Total value
- $554.9M
- −$128.0M (−18.7%) vs. Q2 2021
- New holders
- 33
- 58 more added
- Sold out
- 25
- 61 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 50 | $0 | 0.00% | −199−79.9% | Reduced |
| Albion Financial Group | 63 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $0 | 0.00% | −55−50.0% | Reduced |
| Highlander Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 37 | $0 | 0.00% | +37 | New |
| PSI Advisors, LLC | 41 | $0 | 0.00% | +41 | New |
| Hantz Financial Services, Inc. | 87 | $1.00K | 0.00% | −3,900−97.8% | Reduced |
| Charter Oak Capital Management, LLC | 125 | $1.00K | 0.00% | −500−80.0% | Reduced |
| Lindbrook Capital, LLC | 155 | $1.00K | 0.00% | −162−51.1% | Reduced |
| Concord Wealth Partners | 110 | $1.00K | 0.00% | −255−69.9% | Reduced |
| Parallel Advisors, LLC | 195 | $1.00K | 0.00% | +30+18.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 135 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 125 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 145 | $1.00K | 0.00% | +25+20.8% | Added |
| Aspire Private Capital, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Dark Forest Capital Management LP | 84 | $1.00K | 0.00% | +84 | New |
| Quadrant Capital Group LLC | 344 | $2.00K | 0.00% | +19+5.8% | Added |
| Costello Asset Management, INC | 315 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 254 | $2.00K | 0.00% | +254 | New |
| American Portfolios Advisors | 300 | $2.15K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 500 | $3.00K | 0.00% | −500−50.0% | Reduced |
| TCI Wealth Advisors, Inc. | 379 | $3.00K | 0.00% | −25−6.2% | Reduced |
| Emfo, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 365 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 513 | $4.00K | 0.00% | −3,000−85.4% | Reduced |
| Meeder Asset Management Inc | 597 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 598 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 525 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 548 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 550 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 750 | $5.00K | 0.00% | −500−40.0% | Reduced |
| FMR LLC | 727 | $5.00K | 0.00% | +283+63.7% | Added |
| IFP Advisors, Inc | 960 | $7.00K | 0.00% | −12,158−92.7% | Reduced |
| Blume Capital Management, Inc. | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Cordasco Financial Network | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Compagnie Lombard Odier SCmA | 1,100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 1,210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,312 | $9.39K | 0.00% | −1,650−55.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,490 | $10.0K | 0.00% | +1,490 | New |
| Spire Wealth Management | 1,900 | $14.0K | 0.00% | +1,100+137.5% | Added |
| Signaturefd, LLC | 2,373 | $17.0K | 0.00% | −474−16.6% | Reduced |
| Cutler Group LP | 2,400 | $17.0K | 0.00% | −500−17.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,347 | $17.0K | 0.00% | +2,347 | New |
| Cubist Systematic Strategies, LLC | 2,500 | $18.0K | 0.00% | +2,500 | New |
| Earnest Partners LLC | 2,750 | $20.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 3,085 | $22.0K | 0.01% | −2−0.1% | Reduced |
| Jefferies Group LLC | 3,751 | $26.9K | 0.00% | +3,751 | New |
| S.A. Mason LLC | 3,750 | $27.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,810 | $34.0K | 0.00% | +45+0.9% | Added |
| Rockefeller Capital Management L.P. | 4,800 | $34.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,000 | $43.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 6,234 | $45.0K | 0.00% | +2,138+52.2% | Added |
| Harbour Investments, Inc. | 6,740 | $48.0K | 0.00% | +32+0.5% | Added |
| Daiwa Securities Group Inc. | 7,589 | $54.0K | 0.00% | +7,180+1,755.5% | Added |
| US Bancorp | 7,856 | $56.0K | 0.00% | −2,274−22.4% | Reduced |
| Credit Agricole S A | 8,000 | $57.0K | 0.00% | −10,000−55.6% | Reduced |
| Point72 Hong Kong Ltd | 8,297 | $59.0K | 0.00% | +8,297 | New |
| Macquarie Group Ltd | 8,371 | $60.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,300 | $67.0K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 10,240 | $73.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,599 | $75.0K | 0.01% | 00.0% | Unchanged |
| Parametrica Management Ltd | 10,442 | $75.0K | 0.06% | +10,442 | New |
| Federation des caisses Desjardins du Quebec | 10,500 | $75.2K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,675 | $76.0K | 0.01% | +10,675 | New |
| International Assets Investment Management, LLC | 10,737 | $77.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 10,955 | $78.0K | 0.01% | +10,955 | New |
| Shell Asset Management Co | 10,991 | $79.0K | 0.00% | −430−3.8% | Reduced |
| Fox Run Management, L.L.C. | 11,103 | $79.0K | 0.05% | +11,103 | New |
| Bank of Montreal | 9,985 | $80.0K | 0.00% | +9,985 | New |
| Kestra Advisory Services, LLC | 11,553 | $83.0K | 0.00% | +1,075+10.3% | Added |
| Valley National Advisers Inc | 11,900 | $85.0K | 0.02% | −2,000−14.4% | Reduced |
| Great West Life Assurance Co | 11,824 | $85.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 12,109 | $87.0K | 0.00% | +12,109 | New |
| Cornerstone Wealth Management, LLC | 12,650 | $91.0K | 0.01% | +1,000+8.6% | Added |
| Algert Global LLC | 12,882 | $92.0K | 0.01% | +12,882 | New |
| Nisa Investment Advisors, LLC | 14,640 | $105.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 15,151 | $108.0K | 0.00% | −407−2.6% | Reduced |
| Millennium Management LLC | 15,316 | $110.0K | 0.00% | +15,316 | New |
| Creative Planning | 15,711 | $112.0K | 0.00% | −9,613−38.0% | Reduced |
| Pictet Asset Management SA | 15,700 | $112.0K | 0.00% | +15,700 | New |
| Moors & Cabot, Inc. | 15,650 | $113.0K | 0.01% | −500−3.1% | Reduced |
| Nwam LLC | 16,000 | $115.0K | 0.01% | −200−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 16,212 | $116.0K | 0.00% | 00.0% | Unchanged |