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 2023
Institutional positions in Inovio Pharmaceuticals, Inc. as of Dec 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
- 116
- −10 vs. Q3 2023
- Shares held
- 50.2M
- −5.18M (−9.3%) vs. Q3 2023
- Total value
- $25.7M
- +$4.10M (+19.0%) vs. Q3 2023
- New holders
- 16
- 23 more added
- Sold out
- 26
- 32 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Inovio Pharmaceuticals, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1,274 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 107 | $0 | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $3 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5 | $3 | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $4 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $4 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $10 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $26 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $26 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 70 | $36 | 0.00% | +70 | New |
| North Star Investment Management Corp. | 94 | $48 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $51 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 100 | $51 | 0.00% | +100 | New |
| ORG Partners LLC | 100 | $51 | 0.00% | +100 | New |
| Citigroup Inc | 110 | $57 | 0.00% | −3,329−96.8% | Reduced |
| Thompson Investment Management, Inc. | 158 | $81 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 175 | $89 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $115 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 250 | $128 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 250 | $128 | 0.00% | +250 | New |
| Clear Point Advisors Inc. | 375 | $191 | 0.00% | +375 | New |
| Allworth Financial LP | 375 | $192 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 400 | $204 | 0.00% | +400 | New |
| Principal Securities, Inc. | 613 | $313 | 0.00% | +613 | New |
| TD Waterhouse Canada Inc. | 570 | $329 | 0.00% | −500−46.7% | Reduced |
| AdvisorNet Financial, Inc | 700 | $357 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 660 | $371 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 752 | $383 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 900 | $459 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 900 | $459 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,000 | $510 | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,194 | $609 | 0.00% | +1,194 | New |
| US Bancorp | 1,750 | $893 | 0.00% | −800−31.4% | Reduced |
| City State Bank | 2,200 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,308 | $1.18K | 0.00% | +1,064+85.5% | Added |
| S.A. Mason LLC | 3,750 | $1.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,815 | $2.00K | 0.00% | −187−4.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,000 | $2.04K | 0.00% | −600−13.0% | Reduced |
| Valley National Advisers Inc | 7,655 | $3.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,000 | $3.06K | 0.00% | −5,211−46.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,700 | $3.42K | 0.00% | +6,700 | New |
| Rhumbline Advisers | 7,661 | $3.91K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,300 | $4.23K | 0.00% | −1,700−17.0% | Reduced |
| Simplex Trading, LLC | 11,379 | $5.00K | 0.00% | +11,379 | New |
| PDS Planning, Inc | 10,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 10,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $5.10K | 0.00% | +10,000 | New |
| Wolverine Trading, LLC | 10,082 | $5.14K | 0.00% | +10,082 | New |
| Cetera Advisor Networks LLC | 10,262 | $5.23K | 0.00% | −3,015−22.7% | Reduced |
| Farther Finance Advisors, LLC | 10,455 | $5.33K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,480 | $5.34K | 0.00% | −5,000−32.3% | Reduced |
| Stifel Financial Corp | 11,029 | $5.63K | 0.00% | −1,300−10.5% | Reduced |
| Cubist Systematic Strategies, LLC | 11,994 | $6.12K | 0.00% | +5,960+98.8% | Added |
| JPMorgan Chase & Co | 13,500 | $6.88K | 0.00% | −48,665−78.3% | Reduced |
| Creative Planning | 14,035 | $7.16K | 0.00% | −350−2.4% | Reduced |
| Tiaa Trust, National Association | 14,348 | $7.32K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 16,281 | $8.30K | 0.00% | +728+4.7% | Added |
| Arkadios Wealth Advisors | 18,500 | $9.44K | 0.00% | −400−2.1% | Reduced |
| Thrivent Financial for Lutherans | 20,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 19,615 | $10.0K | 0.00% | −886−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 19,610 | $10.0K | 0.00% | −17,150−46.7% | Reduced |
| The PNC Financial Services Group, Inc. | 20,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 20,800 | $10.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 21,515 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 21,847 | $11.1K | 0.00% | +3,124+16.7% | Added |
| American Trust | 23,333 | $11.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,909 | $12.0K | 0.00% | −930−3.9% | Reduced |
| GTS Securities LLC | 24,502 | $12.5K | 0.00% | +9,777+66.4% | Added |
| Arlington Capital Management, Inc. | 27,735 | $14.1K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 30,953 | $15.8K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 30,580 | $16.0K | 0.00% | −4,720−13.4% | Reduced |
| Credit Suisse AG | 35,250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 44,360 | $22.6K | 0.00% | +12,261+38.2% | Added |
| UBS Group AG | 52,475 | $26.8K | 0.00% | −2,635−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 52,663 | $26.9K | 0.00% | −41,541−44.1% | Reduced |
| XTX Topco Ltd | 55,799 | $28.5K | 0.01% | +55,799 | New |
| Dimensional Fund Advisors LP | 65,024 | $33.2K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 68,349 | $34.9K | 0.00% | +7,018+11.4% | Added |
| Royal Bank of Canada | 73,923 | $37.0K | 0.00% | −3,837−4.9% | Reduced |
| Mariner, LLC | 77,153 | $39.3K | 0.00% | +1,060+1.4% | Added |
| Franklin Resources Inc | 98,972 | $50.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 108,455 | $55.3K | 0.00% | +18,039+20.0% | Added |
| Pathstone Holdings, LLC | 110,463 | $56.3K | 0.00% | +110,463 | New |
| JustInvest LLC | 115,361 | $58.8K | 0.00% | +6,148+5.6% | Added |
| Two Sigma Advisers, LP | 117,300 | $59.8K | 0.00% | +104,100+788.6% | Added |
| Keystone Financial Group | 122,737 | $62.6K | 0.01% | +12,840+11.7% | Added |
| Prime Capital Investment Advisors, LLC | 131,033 | $66.8K | 0.00% | −7,939−5.7% | Reduced |
| Bank of New York Mellon Corp | 131,090 | $66.9K | 0.00% | +10.0% | Added |
| Charles Schwab Investment Management Inc | 132,910 | $67.8K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 134,820 | $68.8K | 0.00% | −91,201−40.4% | Reduced |
| HRT Financial LP | 140,633 | $71.0K | 0.00% | +121,320+628.2% | Added |
| FMR LLC | 146,087 | $74.5K | 0.00% | −39,247−21.2% | Reduced |
| Verition Fund Management LLC | 150,045 | $76.5K | 0.00% | −150,000−50.0% | Reduced |
| Price T Rowe Associates Inc | 150,000 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 130,522 | $115.5K | 0.03% | 00.0% | Unchanged |
| Amundi | 139,282 | $119.8K | 0.00% | +139,282 | New |
| Susquehanna International Group, LLP | 289,840 | $147.8K | 0.00% | +122,171+72.9% | Added |
| Two Sigma Investments, LP | 329,088 | $167.8K | 0.00% | −500,150−60.3% | Reduced |
| Invesco Ltd. | 333,665 | $170.2K | 0.00% | +3,188+1.0% | Added |