SEC 13F Intelligence

INOVIO PHARMACEUTICALS INC

CUSIP 45773H201

Inovio Pharmaceuticals Inc has 168 institutional holders in Filings Flow’s 13F database, together reporting 44.13M shares worth $42M as of Q4 2022. The largest reported holders are Norges Bank, Blackrock Finance, Inc., and Metlife Investment Management, LLC.

Institutional Holders
168
Q4 2022
Reported Value
$42M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 101Q4 ’18Q1 ’19: 102Q1 ’19Q2 ’19: 102Q2 ’19Q3 ’19: 94Q3 ’19Q2 ’21: 188Q2 ’21Q4 ’21: 187Q4 ’21Q4 ’22: 168Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $486MQ4 ’18Q1 ’19: $438MQ1 ’19Q2 ’19: $336MQ2 ’19Q3 ’19: $253MQ3 ’19Q2 ’21: $2.0BQ2 ’21Q4 ’21: $1.4BQ4 ’21Q4 ’22: $42MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Green Alpha Advisors, LLC$102M AUM0.17%$230,380451.7KQ4 2023OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.03%$282,908633.6KQ2 2023OLDER
GMT CAPITAL CORP$2.2B AUM0.02%$588,7521.51MQ3 2023OLDER
MetLife Investment Management, LLC$19.6B AUM0.02%$2M63.3KQ1 2024
Arlington Capital Management, Inc.$177M AUM0.01%$14,14527.7KQ4 2023OLDER
Keystone Financial Group$1.5B AUM0.01%$62,596122.7KQ4 2023OLDER
XTX Topco Ltd$5.8B AUM0.01%$28,45755.8KQ4 2023OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$3,7227.30MQ4 2023OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM0.00%$63,626163.6KQ3 2023OLDER
Freedom Investment Management, Inc.$337M AUM0.00%$24,23462.3KQ3 2023OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$586,4871.15MQ4 2023OLDER
Mayflower Financial Advisors, LLC$1.2B AUM0.00%$15,78631.0KQ4 2023OLDER
Prime Capital Investment Advisors, LLC$8.6B AUM0.00%$141,18710.2KQ1 2024
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$58,834115.4KQ4 2023OLDER
S.A. Mason LLC$266M AUM0.00%$1,9133.8KQ4 2023OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M2.70MQ4 2023OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$47,296105.9KQ2 2023OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$4,55710.2KQ1 2024
NFSG Corp$608M AUM0.00%$1,7894.6KQ3 2023OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$87,922226.0KQ3 2023OLDER
American Trust$1.1B AUM0.00%$11,90023.3KQ4 2023OLDER
China Universal Asset Management Co., Ltd.$1.3B AUM0.00%$36.9KQ3 2023OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$3,4176.7KQ4 2023OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$9,43518.5KQ4 2023OLDER
MEANS INVESTMENT CO., INC.$1.1B AUM0.00%$3,89510.0KQ3 2023OLDER
Verition Fund Management LLC$15.4B AUM0.00%$76,523150.0KQ4 2023OLDER
PDS Planning, Inc$1.5B AUM0.00%$5,10010.0KQ4 2023OLDER
Centiva Capital, LP$13.6B AUM0.00%$24,48254.4KQ2 2023OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$55,312108.5KQ4 2023OLDER
City State Bank$385M AUM0.00%$12.2KQ4 2023OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.00%$5,15513.3KQ3 2023OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$48,080107.7KQ2 2023OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$167,835329.1KQ4 2023OLDER
RBC Europe Ltd$2.4B AUM0.00%$9,3941.3KQ3 2023OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$174,936449.7KQ3 2023OLDER
Horan Securities, Inc.$284M AUM0.00%$7601.7KQ2 2023OLDER
PATHSTONE FAMILY OFFICE, LLC$7.0B AUM0.00%$22,35550.1KQ4 2023OLDER
Pathstone Holdings, LLC$25.1B AUM0.00%$56,336110.5KQ4 2023OLDER
Laurion Capital Management LP$2.3B AUM0.00%$51,761115.9KQ2 2023OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$3475.8KQ2 2023OLDER
PROVENCE WEALTH MANAGEMENT GROUP$186M AUM0.00%$459900Q4 2023OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$10,97321.5KQ4 2023OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$305,76785.2KQ2 2023OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$3,89010.0KQ3 2023OLDER
Mutual Advisors, LLC$4.7B AUM0.00%$5,10010.0KQ4 2023OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$1M2.87MQ4 2023OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$350900Q3 2023OLDER
Blume Capital Management, Inc.$588M AUM0.00%$5101.0KQ4 2023OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$10,00119.6KQ4 2023OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$53,183119.1KQ3 2023OLDER
Able Wealth Management LLC$374M AUM0.00%$128250Q4 2023OLDER
Man Group plc$55.1B AUM0.00%$36,93895.0KQ3 2023OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$54,928107.7KQ4 2023OLDER
Mariner, LLC$85.7B AUM0.00%$39,34877.2KQ4 2023OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$214,770421.1KQ4 2023OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$31,15380.1KQ3 2023OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$235,523461.8KQ4 2023OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$124,081151.3KQ2 2023OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$22,62444.4KQ4 2023OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$22,66358.3KQ3 2023OLDER
Amundi$367.1B AUM0.00%$119,783139.3KQ4 2023OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$4841.2KQ3 2023OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$283,405555.7KQ4 2023OLDER
BlackRock Finance, Inc.$4.42T AUM0.00%$2M3.93MQ4 2023OLDER
CREDIT AGRICOLE S A$38.1B AUM0.00%$3,1128.0KQ3 2023OLDER
Allspring Global Investments Holdings, LLC$59.7B AUM0.00%$29,70866.5KQ2 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$26,85352.7KQ4 2023OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$206,958405.8KQ4 2023OLDER
Invesco Ltd.$653.3B AUM0.00%$170,169333.7KQ4 2023OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$6,11712.0KQ4 2023OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$357700Q4 2023OLDER
Global Wealth Management Investment Advisory, Inc.$638M AUM0.00%$128250Q4 2023OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$9,28820.8KQ2 2023OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$147,818289.8KQ4 2023OLDER
Kistler-Tiffany Companies, LLC$616M AUM0.00%$163365Q2 2023OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$13,00034.4KQ3 2023OLDER
TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM0.00%$7,31714.3KQ4 2023OLDER
Key FInancial Inc$562M AUM0.00%$89175Q4 2023OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$50,47699.0KQ4 2023OLDER
TIAA, FSB$27.6B AUM0.00%$6,42214.4KQ2 2023OLDER
Compass Wealth Management LLC$405M AUM0.00%$76170Q2 2023OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$34,85868.3KQ4 2023OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1222.9KQ4 2023OLDER
ProShare Advisors LLC$67.5B AUM0.00%$6,81717.5KQ3 2023OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$10,60820.8KQ4 2023OLDER
BARCLAYS PLC$416.3B AUM0.00%$2964.7KQ2 2023OLDER
IFP Advisors, Inc$4.8B AUM0.00%$383752Q4 2023OLDER
CREDIT SUISSE AG/$104.5B AUM0.00%$17,97835.3KQ4 2023OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$67,784132.9KQ4 2023OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$4981.3KQ1 2024
Sunbelt Securities, Inc.$1.6B AUM0.00%$112250Q2 2023OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$7,11218.3KQ3 2023OLDER
Aspire Private Capital, LLC$443M AUM0.00%$45100Q2 2023OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$13,60826.7KQ4 2023OLDER
Tennessee Valley Asset Management Partners$757M AUM0.00%$51100Q4 2023OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$66,855131.1KQ4 2023OLDER
Creative Planning$147.4B AUM0.00%$7,15814.0KQ4 2023OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$81158Q4 2023OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$11,23128.9KQ3 2023OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$313613Q4 2023OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM0.00%$195500Q3 2023OLDER
ATWOOD & PALMER INC$1.9B AUM0.00%$115225Q4 2023OLDER
Highlander Capital Management, LLC$292M AUM0.00%$2650Q4 2023OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$59150.0KQ3 2023OLDER
ORG Partners LLC$568M AUM0.00%$51100Q4 2023OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$10,20020.0KQ4 2023OLDER
UBS Group AG$666.3B AUM0.00%$26,76252.5KQ4 2023OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5,62511.0KQ4 2023OLDER
EARNEST PARTNERS LLC$24.3B AUM0.00%$1,0702.8KQ3 2023OLDER
LPL Financial LLC$376.6B AUM0.00%$8,30316.3KQ4 2023OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$2650Q4 2023OLDER
Larson Financial Group LLC$3.1B AUM0.00%$51100Q4 2023OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$3,9067.7KQ4 2023OLDER
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$5,34510.5KQ4 2023OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$75192Q3 2023OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$4894Q4 2023OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$3,0606.0KQ4 2023OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$7,50619.3KQ3 2023OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$511.4KQ4 2023OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$329570Q4 2023OLDER
ICA Group Wealth Management, LLC$167M AUM0.00%$1125Q2 2023OLDER
ALBION FINANCIAL GROUP /UT$1.5B AUM0.00%$2563Q3 2023OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$46Q4 2023OLDER
Allworth Financial LP$24.7B AUM0.00%$192375Q4 2023OLDER
US BANCORP \DE\$82.4B AUM0.00%$8931.8KQ4 2023OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$153300Q4 2023OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$11.6KQ2 2023OLDER
Sachetta, LLC$184M AUM0.00%$23Q1 2024
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$371660Q4 2023OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$39100Q3 2023OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$2257Q3 2023OLDER
Bogart Wealth, LLC$2.6B AUM0.00%$35Q4 2023OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$717Q4 2023OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3670Q4 2023OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$35Q4 2023OLDER
Banque Cantonale Vaudoise$2.7B AUM$02Q4 2023OLDER
Daiwa Securities Group Inc.$34.8B AUM$0720Q3 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.