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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 20,000 | $16.4K | 0.00% | +20,000 | New |
| LPL Financial LLC | 19,960 | $16.4K | 0.00% | −15,498−43.7% | Reduced |
| Prudential Financial Inc | 17,810 | $14.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15,985 | $14.0K | 0.00% | +7,555+89.6% | Added |
| Brainard Capital Management LLC | 16,666 | $13.7K | 0.01% | 00.0% | Unchanged |
| Amundi | 19,512 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,212 | $13.3K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,071 | $13.2K | 0.00% | +771+5.0% | Added |
| Bank of Montreal | 15,440 | $13.0K | 0.00% | +15,440 | New |
| Stratos Wealth Partners, LTD. | 15,415 | $12.6K | 0.00% | −70−0.5% | Reduced |
| Mackenzie Financial Corp | 14,546 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tiaa, FSB | 14,348 | $11.8K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 14,132 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 13,750 | $11.5K | 0.00% | +13,750 | New |
| Stifel Financial Corp | 13,673 | $11.2K | 0.00% | −456−3.2% | Reduced |
| Metropolitan Life Insurance Co | 13,545 | $11.1K | 0.00% | −1,412−9.4% | Reduced |
| Mariner, LLC | 13,284 | $11.0K | 0.00% | −6,620−33.3% | Reduced |
| Cetera Advisor Networks LLC | 11,727 | $9.62K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 10,899 | $8.94K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 10,839 | $8.89K | 0.00% | +10,839 | New |
| Farther Finance Advisors, LLC | 10,205 | $8.37K | 0.00% | 00.0% | Unchanged |
| 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 |
| FMR LLC | 8,633 | $7.08K | 0.00% | −6,779−44.0% | Reduced |
| Quadrant Capital Group LLC | 8,316 | $6.82K | 0.00% | −4,609−35.7% | Reduced |
| Credit Agricole S A | 8,000 | $6.56K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,000 | $4.92K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,832 | $3.96K | 0.00% | −116−2.3% | Reduced |
| S.A. Mason LLC | 3,750 | $3.08K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,053 | $3.00K | 0.00% | −787−16.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,380 | $2.77K | 0.00% | +845+33.3% | Added |
| Federated Hermes, Inc. | 3,126 | $2.56K | 0.00% | +1,812+137.9% | Added |
| Earnest Partners LLC | 2,750 | $2.25K | 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 |
| True Wealth Design, LLC | 2,000 | $1.64K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,900 | $1.56K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,702 | $1.40K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,612 | $1.34K | 0.00% | +1,612 | New |
| Advisory Services Network, LLC | 1,400 | $1.15K | 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 |
| TD Waterhouse Canada Inc. | 1,070 | $840 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $820 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $820 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 847 | $695 | 0.00% | +548+183.3% | Added |
| AdvisorNet Financial, Inc | 700 | $574 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 576 | $472 | 0.00% | −1,738−75.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 500 | $410 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 375 | $308 | 0.00% | +375 | New |
| Kistler-Tiffany Companies, LLC | 365 | $300 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 250 | $198 | 0.00% | +250 | New |
| Atwood & Palmer Inc | 225 | $185 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 212 | $174 | 0.00% | −1,404−86.9% | Reduced |
| Harbour Investments, Inc. | 192 | $157 | 0.00% | −117−37.9% | Reduced |
| Key Financial Inc | 175 | $144 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 170 | $140 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 158 | $130 | 0.00% | +158 | New |
| Larson Financial Group LLC | 100 | $82 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $82 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 94 | $77 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $52 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57 | $47 | 0.00% | −100−63.7% | Reduced |
| Prestige Wealth Management Group LLC | 55 | $46 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $41 | 0.00% | +50 | New |
| ICA Group Wealth Management, LLC | 25 | $21 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $6 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $6 | 0.00% | +8 | New |
| Tradewinds Capital Management, LLC | 6 | $5 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $4 | 0.00% | −50−90.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 3 | $2 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 410 | – | – | −5,853−93.5% | Reduced |
| Sofos Investments, Inc. | 1 | – | – | −1−50.0% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,316,357−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −422,525−100.0% | Sold out |
| Hongkou Capital LP | 0 | $0 | 0.00% | −235,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −185,971−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −76,178−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −59,812−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −48,660−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −35,869−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −24,744−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,557−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,667−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,552−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,347−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −750−100.0% | Sold out |