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 |
|---|---|---|---|---|---|
| Unified Trust Company, N.A. | 21,766 | $156.0K | 0.05% | +500+2.4% | Added |
| E Fund Management Co., Ltd. | 21,682 | $155.0K | 0.01% | +21,682 | New |
| Stratos Wealth Partners, LTD. | 21,224 | $152.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,800 | $148.0K | 0.00% | −9,661−31.7% | Reduced |
| Alerus Financial NA | 20,000 | $143.0K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 20,000 | $143.0K | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,496 | $140.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 19,133 | $137.0K | 0.00% | +3,032+18.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,521 | $133.0K | 0.00% | −74−0.4% | Reduced |
| Janney Montgomery Scott LLC | 17,440 | $125.0K | 0.00% | +1,000+6.1% | Added |
| Prudential Financial Inc | 16,930 | $121.0K | 0.00% | +660+4.1% | Added |
| Ameritas Investment Partners, Inc. | 16,212 | $116.0K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 16,000 | $115.0K | 0.01% | −200−1.2% | Reduced |
| Moors & Cabot, Inc. | 15,650 | $113.0K | 0.01% | −500−3.1% | Reduced |
| 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 |
| Millennium Management LLC | 15,316 | $110.0K | 0.00% | +15,316 | New |
| Banque Cantonale Vaudoise | 15,151 | $108.0K | 0.00% | −407−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 14,640 | $105.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 12,882 | $92.0K | 0.01% | +12,882 | New |
| Cornerstone Wealth Management, LLC | 12,650 | $91.0K | 0.01% | +1,000+8.6% | Added |
| Mackenzie Financial Corp | 12,109 | $87.0K | 0.00% | +12,109 | New |
| 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 |
| Kestra Advisory Services, LLC | 11,553 | $83.0K | 0.00% | +1,075+10.3% | Added |
| Bank of Montreal | 9,985 | $80.0K | 0.00% | +9,985 | 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 |
| Capula Management Ltd | 10,955 | $78.0K | 0.01% | +10,955 | New |
| International Assets Investment Management, LLC | 10,737 | $77.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,675 | $76.0K | 0.01% | +10,675 | New |
| Federation des caisses Desjardins du Quebec | 10,500 | $75.2K | 0.00% | 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 |
| TAP Consulting, LLC | 10,240 | $73.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,300 | $67.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 8,371 | $60.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 8,297 | $59.0K | 0.00% | +8,297 | New |
| Credit Agricole S A | 8,000 | $57.0K | 0.00% | −10,000−55.6% | Reduced |
| US Bancorp | 7,856 | $56.0K | 0.00% | −2,274−22.4% | Reduced |
| Daiwa Securities Group Inc. | 7,589 | $54.0K | 0.00% | +7,180+1,755.5% | Added |
| Harbour Investments, Inc. | 6,740 | $48.0K | 0.00% | +32+0.5% | Added |
| Itau Unibanco Holding S.A. | 6,234 | $45.0K | 0.00% | +2,138+52.2% | Added |
| Newbridge Financial Services Group, Inc. | 6,000 | $43.0K | 0.03% | 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 |
| Ellis Investment Partners, LLC | 4,100 | $29.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,750 | $27.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Group LLC | 3,751 | $26.9K | 0.00% | +3,751 | New |
| Joseph P. Lucia & Associates, LLC | 3,085 | $22.0K | 0.01% | −2−0.1% | Reduced |
| Earnest Partners LLC | 2,750 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,500 | $18.0K | 0.00% | +2,500 | New |
| 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 |
| Spire Wealth Management | 1,900 | $14.0K | 0.00% | +1,100+137.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,490 | $10.0K | 0.00% | +1,490 | New |
| Brewin Dolphin Ltd | 1,312 | $9.39K | 0.00% | −1,650−55.7% | Reduced |
| Country Trust Bank | 1,210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,100 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 750 | $5.00K | 0.00% | −500−40.0% | Reduced |
| FMR LLC | 727 | $5.00K | 0.00% | +283+63.7% | Added |
| 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 |
| 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 |
| American Portfolios Advisors | 300 | $2.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |