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, Q1 2023
Institutional positions in Inovio Pharmaceuticals, Inc. as of Mar 31, 2023. 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
- 177
- −5 vs. Q4 2022
- Shares held
- 121.8M
- −5.42M (−4.3%) vs. Q4 2022
- Total value
- $99.8M
- −$98.6M (−49.7%) vs. Q4 2022
- New holders
- 25
- 48 more added
- Sold out
- 30
- 51 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 107 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 223 | $0 | 0.00% | +223 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $2 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $4 | 0.00% | −50−90.9% | Reduced |
| Tradewinds Capital Management, LLC | 6 | $5 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $6 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $6 | 0.00% | +8 | New |
| ICA Group Wealth Management, LLC | 25 | $21 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $41 | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 55 | $46 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57 | $47 | 0.00% | −100−63.7% | Reduced |
| Albion Financial Group | 63 | $52 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 94 | $77 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $82 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $82 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 158 | $130 | 0.00% | +158 | New |
| Compass Wealth Management LLC | 170 | $140 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 175 | $144 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 192 | $157 | 0.00% | −117−37.9% | Reduced |
| Signaturefd, LLC | 212 | $174 | 0.00% | −1,404−86.9% | Reduced |
| Atwood & Palmer Inc | 225 | $185 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 250 | $198 | 0.00% | +250 | New |
| Kistler-Tiffany Companies, LLC | 365 | $300 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 375 | $308 | 0.00% | +375 | New |
| Cary Street Partner Investment Advisory LLC | 500 | $410 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 576 | $472 | 0.00% | −1,738−75.1% | Reduced |
| AdvisorNet Financial, Inc | 700 | $574 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 847 | $695 | 0.00% | +548+183.3% | Added |
| Blume Capital Management, Inc. | 1,000 | $820 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $820 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,070 | $840 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,727 | $1.00K | 0.00% | +87+5.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,274 | $1.00K | 0.00% | +600+89.0% | Added |
| Advisory Services Network, LLC | 1,400 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,612 | $1.34K | 0.00% | +1,612 | New |
| Horan Securities, Inc. | 1,702 | $1.40K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,900 | $1.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,000 | $1.64K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,083 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,200 | $2.00K | 0.00% | +2,200 | New |
| Earnest Partners LLC | 2,750 | $2.25K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,126 | $2.56K | 0.00% | +1,812+137.9% | Added |
| China Universal Asset Management Co., Ltd. | 3,380 | $2.77K | 0.00% | +845+33.3% | Added |
| Covestor Ltd | 4,053 | $3.00K | 0.00% | −787−16.3% | Reduced |
| S.A. Mason LLC | 3,750 | $3.08K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,832 | $3.96K | 0.00% | −116−2.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,000 | $4.92K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 8,000 | $6.56K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,316 | $6.82K | 0.00% | −4,609−35.7% | Reduced |
| FMR LLC | 8,633 | $7.08K | 0.00% | −6,779−44.0% | Reduced |
| IFG Advisory, LLC | 10,000 | $8.20K | 0.00% | −1,634−14.0% | Reduced |
| Apollon Wealth Management, LLC | 10,000 | $8.20K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,000 | $8.20K | 0.00% | +500+5.3% | Added |
| Farther Finance Advisors, LLC | 10,205 | $8.37K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 10,839 | $8.89K | 0.00% | +10,839 | New |
| Itau Unibanco Holding S.A. | 10,899 | $8.94K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,727 | $9.62K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,284 | $11.0K | 0.00% | −6,620−33.3% | Reduced |
| Metropolitan Life Insurance Co | 13,545 | $11.1K | 0.00% | −1,412−9.4% | Reduced |
| Stifel Financial Corp | 13,673 | $11.2K | 0.00% | −456−3.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 13,750 | $11.5K | 0.00% | +13,750 | New |
| Xponance, Inc. | 14,132 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tiaa, FSB | 14,348 | $11.8K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,546 | $11.9K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,415 | $12.6K | 0.00% | −70−0.5% | Reduced |
| Bank of Montreal | 15,440 | $13.0K | 0.00% | +15,440 | New |
| Raymond James & Associates | 16,071 | $13.2K | 0.00% | +771+5.0% | Added |
| Ameritas Investment Partners, Inc. | 16,212 | $13.3K | 0.00% | 00.0% | Unchanged |
| Amundi | 19,512 | $13.6K | 0.00% | 00.0% | Unchanged |
| Brainard Capital Management LLC | 16,666 | $13.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15,985 | $14.0K | 0.00% | +7,555+89.6% | Added |
| Prudential Financial Inc | 17,810 | $14.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 19,960 | $16.4K | 0.00% | −15,498−43.7% | Reduced |
| Dynamic Advisor Solutions LLC | 20,000 | $16.4K | 0.00% | +20,000 | New |
| The PNC Financial Services Group, Inc. | 20,500 | $16.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 20,600 | $16.9K | 0.00% | −1,290,600−98.4% | Reduced |
| Greenwich Wealth Management LLC | 21,000 | $17.0K | 0.00% | +2,300+12.3% | Added |
| Russell Investments Group, Ltd. | 20,800 | $17.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 23,408 | $19.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 24,035 | $20.0K | 0.00% | +4,987+26.2% | Added |
| Amalgamated Bank | 25,895 | $21.0K | 0.00% | −6,037−18.9% | Reduced |
| Commonwealth Equity Services, LLC | 25,964 | $21.0K | 0.00% | −1,232−4.5% | Reduced |
| Sawtooth Solutions, LLC | 26,407 | $21.7K | 0.00% | +26,407 | New |
| Eqis Capital Management, Inc. | 26,508 | $21.7K | 0.00% | −871−3.2% | Reduced |
| American Trust | 27,666 | $22.7K | 0.00% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 27,735 | $22.7K | 0.02% | −335−1.2% | Reduced |
| Royal Bank of Canada | 28,384 | $23.0K | 0.00% | −336,846−92.2% | Reduced |
| Victory Capital Management Inc | 28,563 | $23.4K | 0.00% | +824+3.0% | Added |
| Mayflower Financial Advisors, LLC | 30,953 | $25.4K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 31,552 | $25.9K | 0.00% | −194,480−86.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 32,396 | $26.0K | 0.00% | +32,396 | New |
| CIBC Private Wealth Group, LLC | 33,110 | $27.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 33,676 | $27.6K | 0.00% | +2,991+9.7% | Added |
| Prime Capital Investment Advisors, LLC | 34,802 | $28.5K | 0.00% | +34,802 | New |
| Graham Capital Management, L.P. | 35,380 | $29.0K | 0.00% | +35,380 | New |
| Pathstone Family Office, LLC | 35,455 | $29.1K | 0.00% | −4,401−11.0% | Reduced |
| Simplex Trading, LLC | 38,263 | $31.0K | 0.00% | −9,028−19.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,466 | $32.4K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 39,508 | $32.4K | 0.00% | 00.0% | Unchanged |