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, Q4 2021
Institutional positions in Inovio Pharmaceuticals, Inc. as of Dec 31, 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
- 209
- −3 vs. Q3 2021
- Shares held
- 85.9M
- +8.47M (+10.9%) vs. Q3 2021
- Total value
- $428.9M
- −$125.8M (−22.7%) vs. Q3 2021
- New holders
- 35
- 63 more added
- Sold out
- 38
- 63 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 70 | $0 | 0.00% | −657−90.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 150 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 94 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 100 | $0 | 0.00% | −35−25.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 73 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 14 | $0 | 0.00% | −23−62.2% | Reduced |
| Bogart Wealth, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 41 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $0 | 0.00% | +100 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Masso Torrence Wealth Management Inc. | 100 | $0 | 0.00% | +100 | New |
| Harbour Investments, Inc. | 192 | $1.00K | 0.00% | −6,548−97.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 200 | $1.00K | 0.00% | −300−60.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 250 | $1.00K | 0.00% | −300−54.5% | Reduced |
| Atwood & Palmer Inc | 225 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $1.00K | 0.00% | −133−52.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 125 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 175 | $1.00K | 0.00% | +30+20.7% | Added |
| CoreCap Advisors, LLC | 200 | $1.00K | 0.00% | +200 | New |
| American Portfolios Advisors | 300 | $1.50K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 455 | $2.00K | 0.00% | −1,918−80.8% | Reduced |
| NEXT Financial Group, Inc | 330 | $2.00K | 0.00% | −218−39.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 365 | $2.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 315 | $2.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 400 | $2.00K | 0.00% | +300+300.0% | Added |
| Concord Wealth Partners | 318 | $2.00K | 0.00% | +208+189.1% | Added |
| CWM, LLC | 361 | $2.00K | 0.00% | +361 | New |
| PFS Partners, LLC | 450 | $2.25K | 0.00% | +450 | New |
| IFP Advisors, Inc | 510 | $3.00K | 0.00% | −450−46.9% | Reduced |
| Proequities, Inc. | 513 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 597 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 598 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $3.00K | 0.00% | +450+180.0% | Added |
| Charter Oak Capital Management, LLC | 625 | $3.00K | 0.00% | +500+400.0% | Added |
| Kessler Investment Group, LLC | 542 | $3.00K | 0.00% | +542 | New |
| Horan Securities, Inc. | 680 | $3.00K | 0.00% | +680 | New |
| Aquire Wealth Advisors, LLC | 530 | $3.00K | 0.00% | +530 | New |
| Rockefeller Capital Management L.P. | 1,050 | $5.00K | 0.00% | −3,750−78.1% | Reduced |
| Compagnie Lombard Odier SCmA | 1,100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 1,000 | $5.00K | 0.00% | +1,000 | New |
| Country Trust Bank | 1,210 | $6.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,900 | $9.00K | 0.00% | +1,900 | New |
| City State Bank | 2,000 | $10.0K | 0.01% | +2,000 | New |
| JFS Wealth Advisors, LLC | 2,348 | $12.0K | 0.00% | +10.0% | Added |
| Earnest Partners LLC | 2,750 | $14.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,750 | $19.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,890 | $24.0K | 0.00% | +4,890 | New |
| Banque Cantonale Vaudoise | 5,788 | $29.0K | 0.00% | −9,363−61.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,100 | $30.0K | 0.01% | +2,000+48.8% | Added |
| Nisa Investment Advisors, LLC | 7,520 | $31.0K | 0.00% | −7,120−48.6% | Reduced |
| US Bancorp | 7,240 | $36.0K | 0.00% | −616−7.8% | Reduced |
| TD Waterhouse Canada Inc. | 7,450 | $37.4K | 0.00% | +7,450 | New |
| Itau Unibanco Holding S.A. | 7,548 | $39.0K | 0.00% | +1,314+21.1% | Added |
| Credit Agricole S A | 8,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 8,371 | $42.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8,347 | $42.0K | 0.06% | +8,347 | New |
| Valley National Advisers Inc | 8,900 | $44.0K | 0.01% | −3,000−25.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,500 | $47.0K | 0.00% | +200+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 10,100 | $50.4K | 0.00% | −400−3.8% | Reduced |
| TAP Consulting, LLC | 10,240 | $51.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 10,320 | $51.0K | 0.00% | +10,320 | New |
| IFG Advisory, LLC | 10,599 | $52.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,500 | $52.0K | 0.00% | +10,500 | New |
| Shell Asset Management Co | 10,814 | $54.0K | 0.00% | −177−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,340 | $57.0K | 0.00% | −7,181−38.8% | Reduced |
| Moors & Cabot, Inc. | 11,350 | $57.0K | 0.00% | −4,300−27.5% | Reduced |
| Mackenzie Financial Corp | 11,391 | $57.0K | 0.00% | −718−5.9% | Reduced |
| Great West Life Assurance Co | 12,957 | $65.0K | 0.00% | +1,133+9.6% | Added |
| Creative Planning | 14,405 | $72.0K | 0.00% | −1,306−8.3% | Reduced |
| Daiwa Securities Group Inc. | 14,590 | $73.0K | 0.00% | +7,001+92.3% | Added |
| Bank of Montreal | 14,181 | $75.0K | 0.00% | +4,196+42.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,881 | $75.0K | 0.00% | +14,881 | New |
| Pictet Asset Management SA | 15,371 | $77.0K | 0.00% | −329−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 15,620 | $78.0K | 0.00% | −5,604−26.4% | Reduced |
| Private Portfolio Partners LLC | 15,850 | $79.1K | 0.02% | +15,850 | New |
| Prudential Financial Inc | 15,940 | $80.0K | 0.00% | −990−5.8% | Reduced |
| Nwam LLC | 16,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| Martingale Asset Management L P | 16,058 | $81.0K | 0.00% | −24,500−60.4% | Reduced |
| Ameritas Investment Partners, Inc. | 16,212 | $81.0K | 0.00% | 00.0% | Unchanged |
| Parametrica Management Ltd | 16,183 | $81.0K | 0.08% | +5,741+55.0% | Added |
| Janney Montgomery Scott LLC | 17,240 | $86.0K | 0.00% | −200−1.1% | Reduced |
| Alpine Global Management, LLC | 17,249 | $86.0K | 0.01% | +17,249 | New |
| Wolverine Trading, LLC | 16,892 | $88.0K | 0.00% | +16,892 | New |
| Dimensional Fund Advisors LP | 18,000 | $90.0K | 0.00% | −13,301−42.5% | Reduced |
| Fox Run Management, L.L.C. | 18,786 | $94.0K | 0.06% | +7,683+69.2% | Added |
| Simplex Trading, LLC | 19,092 | $95.0K | 0.00% | +19,092 | New |