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, Q2 2023
Institutional positions in Inovio Pharmaceuticals, Inc. as of Jun 30, 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
- 135
- −39 vs. Q1 2023
- Shares held
- 71.7M
- −50.0M (−41.1%) vs. Q1 2023
- Total value
- $32.1M
- −$67.7M (−67.8%) vs. Q1 2023
- New holders
- 25
- 26 more added
- Sold out
- 64
- 45 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 720 | $0 | 0.00% | −39,157−98.2% | Reduced |
| Hantz Financial Services, Inc. | 107 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 747 | $0 | 0.00% | +747 | New |
| Bogart Wealth, LLC | 5 | $2 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $3 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8 | $3 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $3 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 25 | $11 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $17 | 0.00% | −1−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $22 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57 | $25 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $29 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 94 | $42 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $45 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $45 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $45 | 0.00% | +100 | New |
| Thompson Investment Management, Inc. | 158 | $71 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 170 | $76 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 175 | $78 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 192 | $86 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $101 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 250 | $112 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 250 | $112 | 0.00% | +250 | New |
| Kistler-Tiffany Companies, LLC | 365 | $163 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 375 | $168 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 500 | $223 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 660 | $297 | 0.00% | −1,240−65.3% | Reduced |
| AdvisorNet Financial, Inc | 700 | $313 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 900 | $402 | 0.00% | +900 | New |
| Blume Capital Management, Inc. | 1,000 | $447 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,070 | $482 | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,626 | $726 | 0.00% | −49,100−96.8% | Reduced |
| Horan Securities, Inc. | 1,702 | $760 | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,083 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 2,200 | $1.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,550 | $1.14K | 0.00% | −2,282−47.2% | Reduced |
| Earnest Partners LLC | 2,750 | $1.23K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 3,444 | $1.54K | 0.00% | +64+1.9% | Added |
| Covestor Ltd | 4,306 | $2.00K | 0.00% | +253+6.2% | Added |
| Citigroup Inc | 4,862 | $2.17K | 0.00% | −1,855,127−99.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,000 | $2.68K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,750 | $3.08K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,118 | $3.18K | 0.00% | −791,994−99.1% | Reduced |
| Credit Agricole S A | 8,000 | $3.57K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,000 | $4.46K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,000 | $4.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,205 | $4.56K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,000 | $4.92K | 0.00% | +1,000+10.0% | Added |
| Cetera Advisor Networks LLC | 11,607 | $5.18K | 0.00% | −120−1.0% | Reduced |
| Stifel Financial Corp | 13,029 | $5.82K | 0.00% | −644−4.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 13,250 | $5.92K | 0.00% | −500−3.6% | Reduced |
| Mariner, LLC | 13,374 | $6.05K | 0.00% | +90+0.7% | Added |
| Tiaa, FSB | 14,383 | $6.42K | 0.00% | +35+0.2% | Added |
| Stratos Wealth Partners, LTD. | 15,000 | $6.70K | 0.00% | −415−2.7% | Reduced |
| Raymond James & Associates | 15,280 | $6.82K | 0.00% | −791−4.9% | Reduced |
| Royal Bank of Canada | 14,583 | $7.00K | 0.00% | −13,801−48.6% | Reduced |
| ProShare Advisors LLC | 17,001 | $7.59K | 0.00% | −29,388−63.4% | Reduced |
| Valley National Advisers Inc | 15,985 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,958 | $8.02K | 0.00% | −15,718−46.7% | Reduced |
| LPL Financial LLC | 18,505 | $8.26K | 0.00% | −1,455−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 20,000 | $8.94K | 0.00% | −500−2.4% | Reduced |
| Thrivent Financial for Lutherans | 20,000 | $9.00K | 0.00% | +20,000 | New |
| Wells Fargo & Company | 20,698 | $9.24K | 0.00% | −422,606−95.3% | Reduced |
| Russell Investments Group, Ltd. | 20,800 | $9.29K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,802 | $9.29K | 0.00% | +20,802 | New |
| CTC Alternative Strategies, Ltd. | 22,000 | $9.82K | 0.01% | +22,000 | New |
| Rhumbline Advisers | 23,867 | $10.7K | 0.00% | −365,974−93.9% | Reduced |
| Commonwealth Equity Services, LLC | 25,189 | $11.0K | 0.00% | −775−3.0% | Reduced |
| Eqis Capital Management, Inc. | 25,049 | $11.2K | 0.00% | −1,459−5.5% | Reduced |
| FMR LLC | 25,310 | $11.3K | 0.00% | +16,677+193.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,603 | $12.0K | 0.00% | −20,906−44.0% | Reduced |
| Arlington Capital Management, Inc. | 27,735 | $12.4K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 27,913 | $12.5K | 0.00% | −650−2.3% | Reduced |
| American Trust | 30,000 | $13.4K | 0.00% | +2,334+8.4% | Added |
| Mayflower Financial Advisors, LLC | 30,953 | $13.8K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 33,500 | $15.0K | 0.00% | +12,500+59.5% | Added |
| Point72 Asset Management, L.P. | 34,802 | $15.5K | 0.00% | −50,556−59.2% | Reduced |
| Tower Research Capital LLC (TRC) | 37,316 | $16.7K | 0.00% | −29,768−44.4% | Reduced |
| HighTower Advisors, LLC | 43,307 | $17.0K | 0.00% | +218+0.5% | Added |
| Group One Trading, L.P. | 39,558 | $17.7K | 0.00% | −4,900−11.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 44,335 | $19.8K | 0.00% | +9,533+27.4% | Added |
| Virtu Financial LLC | 47,902 | $21.0K | 0.00% | +47,902 | New |
| Pathstone Family Office, LLC | 50,069 | $22.4K | 0.00% | +14,614+41.2% | Added |
| Centiva Capital, LP | 54,405 | $24.5K | 0.00% | +54,405 | New |
| Credit Suisse AG | 57,004 | $25.5K | 0.00% | −307,520−84.4% | Reduced |
| Man Group plc | 59,396 | $26.5K | 0.00% | +59,396 | New |
| Principal Financial Group Inc | 61,331 | $27.4K | 0.00% | −7,812−11.3% | Reduced |
| Barclays PLC | 64,715 | $28.9K | 0.00% | −794,067−92.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 66,536 | $29.7K | 0.00% | +66,536 | New |
| Dimensional Fund Advisors LP | 72,911 | $32.6K | 0.00% | −683,439−90.4% | Reduced |
| ExodusPoint Capital Management, LP | 75,792 | $34.0K | 0.00% | +75,792 | New |
| Price T Rowe Associates Inc | 81,500 | $37.0K | 0.00% | −44,665−35.4% | Reduced |
| Balyasny Asset Management LLC | 86,228 | $38.5K | 0.00% | +86,228 | New |
| Old Mission Capital LLC | 105,927 | $47.3K | 0.00% | +105,927 | New |
| Keystone Financial Group | 106,397 | $47.5K | 0.01% | +106,397 | New |
| Schonfeld Strategic Advisors LLC | 107,687 | $48.1K | 0.00% | +107,687 | New |
| Two Sigma Securities, LLC | 113,188 | $50.5K | 0.00% | +113,188 | New |
| Laurion Capital Management LP | 115,925 | $51.8K | 0.00% | +115,925 | New |
| CIBC Private Wealth Group, LLC | 119,110 | $53.2K | 0.00% | +86,000+259.7% | Added |
| Franklin Resources Inc | 125,000 | $55.8K | 0.00% | +62,600+100.3% | Added |