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 2022
Institutional positions in Inovio Pharmaceuticals, Inc. as of Dec 31, 2022. 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
- 186
- +6 vs. Q3 2022
- Shares held
- 127.3M
- +11.3M (+9.8%) vs. Q3 2022
- Total value
- $198.5M
- −$1.46M (−0.7%) vs. Q3 2022
- New holders
- 30
- 58 more added
- Sold out
- 24
- 50 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 107 | $0 | 0.00% | −25−18.9% | Reduced |
| Highlander Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 110 | $0 | 0.00% | +110 | New |
| GWM Advisors LLC | 50 | $0 | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | +1 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $5 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $9 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $11 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 25 | $42 | 0.00% | +25 | New |
| CIBC Private Wealth Group, LLC | 33,110 | $52 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35 | $55 | 0.00% | −9,300−99.6% | Reduced |
| PSI Advisors, LLC | 41 | $64 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 49 | $76 | 0.00% | +49 | New |
| Bogart Wealth, LLC | 55 | $86 | 0.00% | +5+10.0% | Added |
| Prestige Wealth Management Group LLC | 55 | $86 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $98 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 94 | $147 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $156 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $156 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 157 | $245 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 170 | $265 | 0.00% | +170 | New |
| Key Financial Inc | 175 | $302 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $312 | 0.00% | +200 | New |
| Atwood & Palmer Inc | 225 | $351 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 299 | $466 | 0.00% | +176+143.1% | Added |
| Harbour Investments, Inc. | 309 | $482 | 0.00% | +117+60.9% | Added |
| Kistler-Tiffany Companies, LLC | 365 | $569 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 375 | $585 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 500 | $780 | 0.00% | +500 | New |
| Cutler Group LP | 700 | $1.00K | 0.00% | −800−53.3% | Reduced |
| Rockefeller Capital Management L.P. | 750 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 674 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 900 | $1.51K | 0.00% | +900 | New |
| Blume Capital Management, Inc. | 1,000 | $1.56K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $1.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,000 | $1.56K | 0.00% | +1,000 | New |
| TD Waterhouse Canada Inc. | 1,070 | $1.63K | 0.00% | −430−28.7% | Reduced |
| Kraematon Investment Advisors, Inc | 1,110 | $1.73K | 0.00% | +1,110 | New |
| Federated Hermes, Inc. | 1,314 | $2.05K | 0.00% | −636−32.6% | Reduced |
| Advisory Services Network, LLC | 1,400 | $2.18K | 0.00% | +1,400 | New |
| Signaturefd, LLC | 1,616 | $2.52K | 0.00% | +1,132+233.9% | Added |
| TCI Wealth Advisors, Inc. | 1,682 | $2.62K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,702 | $2.65K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,900 | $2.94K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,640 | $3.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,083 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,000 | $3.12K | 0.00% | +2,000 | New |
| Belpointe Asset Management LLC | 2,314 | $3.61K | 0.00% | +2,314 | New |
| JFS Wealth Advisors, LLC | 2,347 | $3.66K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 2,535 | $3.96K | 0.00% | +199+8.5% | Added |
| Money Concepts Capital Corp | 2,552 | $3.98K | 0.00% | +2,552 | New |
| Earnest Partners LLC | 2,750 | $4.29K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,294 | $5.00K | 0.00% | +3,294 | New |
| S.A. Mason LLC | 3,750 | $5.85K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,948 | $7.72K | 0.00% | −3,883−44.0% | Reduced |
| Covestor Ltd | 4,840 | $8.00K | 0.01% | −184−3.7% | Reduced |
| Lazard Asset Management LLC | 5,667 | $8.00K | 0.00% | +5,667 | New |
| Newbridge Financial Services Group, Inc. | 6,000 | $9.36K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 8,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8,430 | $14.0K | 0.00% | −4,200−33.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,500 | $14.8K | 0.00% | −500−5.0% | Reduced |
| Apollon Wealth Management, LLC | 10,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $15.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,137 | $15.8K | 0.00% | −74−0.7% | Reduced |
| Farther Finance Advisors, LLC | 10,205 | $15.9K | 0.01% | +10,205 | New |
| Itau Unibanco Holding S.A. | 10,899 | $17.0K | 0.00% | −2,656−19.6% | Reduced |
| Personal Capital Advisors Corp | 11,300 | $17.6K | 0.00% | +11,300 | New |
| SG Americas Securities, LLC | 11,798 | $18.0K | 0.00% | −59,619−83.5% | Reduced |
| IFG Advisory, LLC | 11,634 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,727 | $18.3K | 0.00% | +11,727 | New |
| Quadrant Capital Group LLC | 12,925 | $20.2K | 0.00% | +9,598+288.5% | Added |
| Stifel Financial Corp | 14,129 | $22.0K | 0.00% | −18,500−56.7% | Reduced |
| Xponance, Inc. | 14,132 | $22.0K | 0.00% | +318+2.3% | Added |
| Tiaa, FSB | 14,348 | $22.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,546 | $22.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 14,957 | $23.3K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 15,300 | $23.9K | 0.00% | −3,857−20.1% | Reduced |
| FMR LLC | 15,412 | $24.0K | 0.00% | −1,029−6.3% | Reduced |
| Stratos Wealth Partners, LTD. | 15,485 | $24.2K | 0.00% | +70+0.5% | Added |
| RFG Advisory, LLC | 13,000 | $24.8K | 0.00% | 00.0% | Unchanged |
| Brainard Capital Management LLC | 16,666 | $26.0K | 0.02% | +16,666 | New |
| Ameritas Investment Partners, Inc. | 16,212 | $26.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 17,810 | $27.8K | 0.00% | +170+1.0% | Added |
| Greenwich Wealth Management LLC | 18,700 | $29.0K | 0.00% | −12,400−39.9% | Reduced |
| Great West Life Assurance Co | 19,048 | $29.0K | 0.00% | +2,322+13.9% | Added |
| IFP Advisors, Inc | 6,263 | $29.0K | 0.00% | +1,000+19.0% | Added |
| Wells Fargo & Company | 19,624 | $30.6K | 0.00% | −15,220−43.7% | Reduced |
| Mariner, LLC | 19,904 | $31.0K | 0.00% | +4,728+31.2% | Added |
| The PNC Financial Services Group, Inc. | 20,500 | $32.0K | 0.00% | −150−0.7% | Reduced |
| Russell Investments Group, Ltd. | 20,800 | $32.4K | 0.00% | 00.0% | Unchanged |
| Amundi | 19,512 | $33.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,455 | $35.0K | 0.00% | −106,629−82.6% | Reduced |
| Two Sigma Securities, LLC | 22,557 | $35.2K | 0.00% | +22,557 | New |
| Public Employees Retirement Association of Colorado | 23,408 | $37.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 24,744 | $37.1K | 0.00% | +24,744 | New |
| Commonwealth Equity Services, LLC | 27,196 | $42.0K | 0.00% | −400−1.4% | Reduced |
| Beck Bode, LLC | 27,226 | $42.5K | 0.01% | +27,226 | New |
| Eqis Capital Management, Inc. | 27,379 | $42.7K | 0.00% | −796−2.8% | Reduced |
| American Trust | 27,666 | $43.2K | 0.00% | 00.0% | Unchanged |