INOVIO PHARMACEUTICALS INC (INO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
108
Reporting holders
$40.5M
Reported value
32.7%
Of shares outstanding
11.4%
Held as options
+11
Holder change
Institutions report 33,787,783 shares against 103,397,518 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $9.3M | 8,454,797 | 0.00% | 10q | -9.5%-$973.3K |
| Jupiter Topco LLC | $5.7M | 5,171,053 | 0.00% | new | FIRST |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.0M | 3,650,562 | 0.00% | 2q | +25.8%+$824.3K |
| Boxer Capital Management, LLC | $3.1M | 2,844,994 | 0.24% | 4q | +20.0%+$522.4K |
| ADAR1 Capital Management, LLC | $2.4M | 2,143,910 | 0.11% | 3q | +45.8%+$741.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | options only | 0.00% | 10q | OPTIONS |
| D. E. Shaw & Co., Inc. | $1.5M | 1,351,656 | 0.00% | 4q | -38.9%-$947.3K |
| TWO SIGMA INVESTMENTS, LP | $1.4M | 1,239,778 | 0.00% | 6q | +217.6%+$934.3K |
| Eversept Partners, LP | $1.1M | 1,035,360 | 0.06% | 2q | HELD |
| Caption Management, LLC | $966.8K | 478,950 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $883.7K | 802,751 | 0.00% | 10q | HELD |
| MILLENNIUM MANAGEMENT LLC | $875.7K | 796,107 | 0.00% | 5q | -43.6%-$676.2K |
| BlackRock, Inc. | $857.0K | 779,057 | 0.00% | 8q | +17.7%+$128.6K |
| CITADEL ADVISORS LLC | $710.0K | 241,775 | 0.00% | 10q | -15.6%-$130.9K |
| VANGUARD FIDUCIARY TRUST CO | $528.8K | 480,769 | 0.00% | 2q | +22.6%+$97.6K |
| SIMPLEX TRADING, LLC | $518.5K | options only | 0.00% | 10q | OPTIONS |
| GROUP ONE TRADING LLC | $509.5K | options only | 0.00% | 10q | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $397.5K | 361,339 | 0.00% | 10q | -43.9%-$310.7K |
| STATE STREET CORP | $370.3K | 336,610 | 0.00% | 10q | +13.6%+$44.3K |
| TUDOR INVESTMENT CORP ET AL | $330.0K | options only | 0.00% | new | OPTIONS |
| DIADEMA PARTNERS LP | $302.7K | options only | 0.04% | 3q | OPTIONS |
| UBS Group AG | $288.6K | 262,320 | 0.00% | 10q | +5.1%+$13.9K |
| Quadrature Capital Ltd | $284.8K | 258,928 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $253.9K | options only | 0.00% | new | OPTIONS |
| Stonepine Capital Management, LLC | $210.2K | 1,345,237 | 0.05% | new | NEW |
| JANE STREET GROUP, LLC | $208.9K | 124,525 | 0.00% | 10q | +305.7%+$157.4K |
| NORTHERN TRUST CORP | $191.8K | 174,394 | 0.00% | 10q | -41.6%-$136.9K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $190.3K | 173,000 | 0.00% | 3q | HELD |
| NOMURA HOLDINGS INC | $165.0K | 150,000 | 0.00% | new | NEW |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $147.0K | 133,648 | 0.00% | new | NEW |
| GMT Capital Corp | $138.7K | 126,119 | 0.01% | 2q | HELD |
| XTX Topco Ltd | $116.4K | 105,833 | 0.00% | 7q | -50.2%-$117.5K |
| GOLDMAN SACHS GROUP INC | $103.1K | 93,720 | 0.00% | 9q | +109.6%+$53.9K |
| Invesco Ltd. | $88.4K | 80,338 | 0.00% | new | NEW |
| Green Alpha Advisors, LLC | $74.9K | 68,055 | 0.05% | 10q | +3.8%+$2.7K |
| MORGAN STANLEY | $55.3K | 50,256 | 0.00% | 10q | -21.3%-$15.0K |
| RAYMOND JAMES FINANCIAL INC | $46.5K | 42,286 | 0.00% | 5q | +155.6%+$28.3K |
| Squarepoint Ops LLC | $40.0K | 36,391 | 0.00% | 2q | +46.5%+$12.7K |
| Engineers Gate Manager LP | $37.1K | 33,691 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $33.3K | 30,235 | 0.00% | 2q | HELD |
| Headlands Technologies LLC | $32.9K | 29,889 | 0.00% | new | NEW |
| ZACKS INVESTMENT MANAGEMENT | $29.1K | 26,435 | 0.00% | new | NEW |
| Persistent Asset Partners Ltd | $22.2K | options only | 0.01% | 3q | OPTIONS |
| Prime Capital Investment Advisors, LLC | $18.8K | 17,126 | 0.00% | 7q | HELD |
| LPL Financial LLC | $18.8K | 17,114 | 0.00% | 6q | -7.9%-$1.6K |
| StoneX Group Inc. | $18.1K | 14,252 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $17.6K | 15,958 | 0.00% | new | NEW |
| STEPHENS INC /AR/ | $17.1K | 15,500 | 0.00% | 4q | HELD |
| AXQ CAPITAL, LP | $15.2K | 13,863 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $14.6K | 13,301 | 0.00% | 2q | -76.0%-$46.4K |
| HighTower Advisors, LLC | $14.0K | 12,730 | 0.00% | 3q | +7.0% |
| Mayflower Financial Advisors, LLC | $13.8K | 12,559 | 0.00% | 3q | HELD |
| MCF Advisors LLC | $12.4K | 11,274 | 0.00% | 4q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $12.1K | 11,028 | 0.00% | 9q | HELD |
| Caitong International Asset Management Co., Ltd | $11.0K | 10,022 | 0.00% | 6q | +62537.5%+$11.0K |
| SBI Securities Co., Ltd. | $7.5K | 6,814 | 0.00% | 7q | +26.1%+$1.6K |
| ROYAL BANK OF CANADA | $4.0K | 4,252 | 0.00% | 10q | +15.4% |
| BARCLAYS PLC | $3.8K | 3,487 | 0.00% | 9q | +589.1%+$3.3K |
| WELLS FARGO & COMPANY/MN | $3.6K | 3,260 | 0.00% | 10q | -43.2%-$2.7K |
| TD Waterhouse Canada Inc. | $2.8K | 2,383 | 0.00% | 9q | +5712.2%+$2.8K |
| Rockefeller Capital Management L.P. | $2.3K | 2,103 | 0.00% | 4q | +3.2% |
| Activest Wealth Management | $1.6K | 1,500 | 0.00% | 9q | HELD |
| Steward Partners Investment Advisory, LLC | $1.5K | 1,381 | 0.00% | 10q | -11.9% |
| Optiver Holding B.V. | $1.5K | 1,325 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.0K | 933 | 0.00% | 10q | -10.1% |
| IFG Advisory, LLC | $917 | 833 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $705 | 641 | 0.00% | 10q | +354.6% |
| Integrated Wealth Concepts LLC | $584 | 529 | 0.00% | new | NEW |
| NFSG Corp | $394 | 359 | 0.00% | 10q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $387 | 352 | 0.00% | 10q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $358 | 325 | 0.00% | 6q | HELD |
| PNC Financial Services Group, Inc. | $330 | 300 | 0.00% | 10q | HELD |
| Pioneer Family Office, LLC | $320 | 291 | 0.00% | 3q | HELD |
| GSA CAPITAL PARTNERS LLP | $292 | 265,011 | 0.02% | 5q | HELD |
| VSM Wealth Advisory, LLC | $275 | 250 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $264 | 240 | 0.00% | 9q | HELD |
| HARBOUR INVESTMENTS, INC. | $261 | 237 | 0.00% | 4q | +70.5% |
| HRT FINANCIAL LP | $236 | 215,432 | 0.00% | 2q | +1567.8% |
| Aberdeen Wealth Management LLC | $220 | 200 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $185 | 168 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $122 | 111 | 0.00% | 11q | +208.3% |
| Arax Advisory Partners | $113 | 103 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $109 | 99 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $93 | 83 | 0.00% | 3q | HELD |
| Blume Capital Management, Inc. | $92 | 83 | 0.00% | 10q | HELD |
| PITTENGER & ANDERSON INC | $85 | 77 | 0.00% | 10q | HELD |
| Ameritas Investment Partners, Inc. | $70 | 64 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $64 | 58 | 0.00% | 10q | -41.4% |
| MCDONALD PARTNERS LLC | $64 | 58 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $52 | 46 | 0.00% | 10q | -99.2%-$6.1K |
| Allworth Financial LP | $52 | 47 | 0.00% | 10q | HELD |
| 1 NORTH WEALTH SERVICES LLC | $45 | 41 | 0.00% | 6q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $45 | 41 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $43 | 36 | 0.00% | 3q | HELD |
| Allied Private Wealth LLC | $39 | 33 | 0.00% | new | FIRST |
| Greenwich Wealth Management LLC | $35 | 31,999 | 0.00% | 4q | +28.5% |
| VALLEY NATIONAL ADVISERS INC | $27 | 24 | 0.00% | new | NEW |
| ATWOOD & PALMER INC | $20 | 18 | 0.00% | 10q | HELD |
| CoreCap Advisors, LLC | $18 | 16 | 0.00% | 10q | HELD |
| Strategic Wealth Partners, Ltd. | $15 | 14 | 0.00% | 5q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Adage Capital Management, L.P.with 2 co-filers | 4.0% |
| 2026-08-07 | 13G | RA Capital Management, L.P.with 3 co-filers | 9.9% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 10.3% |
| 2026-07-31 | 13G | Vanguard Capital Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 108 | $40.5M | 33,787,783 | 27 | 23 | 18 | 11.4% |
| Q1 2026 | 97 | $55.6M | 31,059,725 | 14 | 18 | 19 | 2.9% |
| Q4 2025 | 98 | $58.7M | 32,493,303 | 17 | 21 | 23 | 3.7% |
| Q3 2025 | 95 | $49.0M | 20,231,368 | 22 | 19 | 27 | 3.4% |
| Q2 2025 | 100 | $21.5M | 10,009,437 | 21 | 22 | 28 | 5.1% |
| Q1 2025 | 101 | $22.5M | 13,550,683 | 15 | 29 | 26 | 2.0% |
| Q4 2024 | 98 | $24.8M | 13,321,450 | 17 | 32 | 15 | 1.8% |
| Q3 2024 | 92 | $51.8M | 8,533,435 | 16 | 25 | 17 | 4.9% |
| Q2 2024 | 94 | $69.4M | 8,043,276 | 30 | 20 | 17 | 6.3% |
| Q1 2024 | 79 | $58.3M | 3,549,278 | 78 | 0 | 3 | 15.6% |
| Q4 2023 | 8 | $80.2K | 148,900 | 7 | 0 | 0 | 5.3% |
| Q3 2023 | 2 | $3.8K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2023 | 3 | $13.7K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2023 | 4 | $332.2K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2022 | 5 | $794.7K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2022 | 5 | $1.7M | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2022 | 4 | $1.3M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2022 | 4 | $2.8M | 24,000 | 1 | 0 | 0 | 100.0% |
| Q4 2021 | 4 | $7.7M | 0 | 2 | 0 | 0 | 100.0% |
| Q3 2021 | 4 | $12.1M | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2021 | 4 | $17.9M | 0 | 2 | 0 | 0 | 100.0% |
| Q1 2021 | 4 | $17.3M | 62,900 | 1 | 0 | 0 | 100.0% |
| Q4 2020 | 5 | $25.5M | 0 | 2 | 0 | 0 | 100.0% |
| Q3 2020 | 6 | $58.0M | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2020 | 6 | $115.7M | 0 | 5 | 0 | 0 | 100.0% |
| Q1 2020 | 3 | $18.9M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2019 | 2 | $257.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2019 | 2 | $98.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2019 | 2 | $278.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2019 | 2 | $197.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2018 | 2 | $291.0K | 0 | 0 | 0 | 0 | 100.0% |