ImmunityBio, Inc.
IBRX- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001326110
In the last 90 days, ImmunityBio, Inc. insiders filed 0 open-market purchases and 3 sales; 405 institutions reported holding it in 13F filings for Q2 2026, worth $1.76B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in ImmunityBio, Inc. as of Mar 31, 2025. 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
- 211
- +12 vs. Q4 2024
- Shares held
- 79.6M
- −2.72M (−3.3%) vs. Q4 2024
- Total value
- $239.4M
- +$28.6M (+13.6%) vs. Q4 2024
- New holders
- 45
- 75 more added
- Sold out
- 33
- 41 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IBRX 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 | 405 | $1.76B |
| Q1 2026 | 386 | $1.36B |
| Q4 2025 | 278 | $338.3M |
| Q3 2025 | 264 | $352.1M |
| Q2 2025 | 242 | $327.9M |
| Q1 2025 | 211 | $239.4M |
| Q4 2024 | 202 | $211.8M |
| Q3 2024 | 182 | $255.6M |
| Q2 2024 | 194 | $391.1M |
| Q1 2024 | 166 | $356.9M |
| Q4 2023 | 148 | $288.9M |
| Q3 2023 | 132 | $84.1M |
| Q2 2023 | 118 | $108.7M |
| Q1 2023 | 147 | $84.1M |
| Q4 2022 | 140 | $256.0M |
| Q3 2022 | 126 | $196.3M |
| Q2 2022 | 132 | $123.1M |
| Q1 2022 | 149 | $199.8M |
| Q4 2021 | 141 | $209.7M |
| Q3 2021 | 121 | $310.9M |
| Q2 2021 | 118 | $390.1M |
| Q1 2021 | 116 | $378.9M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding ImmunityBio, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 84 | $0 | 0.00% | −76−47.5% | Reduced |
| Covestor Ltd | 64 | $0 | 0.00% | +29+82.9% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $18 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $19 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $21 | 0.00% | +4+133.3% | Added |
| True Wealth Design, LLC | 8 | $25 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $28 | 0.00% | −41−82.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $31 | 0.00% | −52−83.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 12 | $36 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 32 | $96 | 0.00% | +19+146.2% | Added |
| HighMark Wealth Management LLC | 40 | $120 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $127 | 0.00% | −150−78.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $151 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 84 | $253 | 0.00% | +84 | New |
| Allworth Financial LP | 105 | $283 | 0.00% | +105 | New |
| Gould Capital, LLC | 117 | $352 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $450 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 175 | $527 | 0.00% | +175 | New |
| Signaturefd, LLC | 282 | $849 | 0.00% | +282 | New |
| MAI Capital Management | 348 | $1.05K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 351 | $1.06K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 415 | $1.25K | 0.00% | +330+388.2% | Added |
| Spire Wealth Management | 422 | $1.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 425 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 434 | $1.28K | 0.00% | +428+7,133.3% | Added |
| Tradewinds Capital Management, LLC | 500 | $1.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 500 | $1.50K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 600 | $1.81K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 866 | $2.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 680 | $2.05K | 0.00% | +680 | New |
| Sterling Capital Management LLC | 695 | $2.09K | 0.00% | −518−42.7% | Reduced |
| Golden State Wealth Management, LLC | 700 | $2.11K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 737 | $2.22K | 0.00% | −263−26.3% | Reduced |
| Geneos Wealth Management Inc. | 847 | $2.55K | 0.00% | −1,000−54.1% | Reduced |
| EverSource Wealth Advisors, LLC | 968 | $2.91K | 0.00% | +245+33.9% | Added |
| Nisa Investment Advisors, LLC | 990 | $2.98K | 0.00% | +639+182.1% | Added |
| Central Trust Co | 1,000 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $3.01K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 1,100 | $3.31K | 0.00% | +1,100 | New |
| The PNC Financial Services Group, Inc. | 1,147 | $3.45K | 0.00% | +1,113+3,273.5% | Added |
| BFSG, LLC | 1,300 | $3.91K | 0.00% | +1,300 | New |
| ZRC Wealth Management, LLC | 1,500 | $4.51K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,655 | $4.98K | 0.00% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 1,950 | $4.99K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,780 | $5.36K | 0.00% | +1,780 | New |
| Caitong International Asset Management Co., Ltd | 1,791 | $5.39K | 0.00% | −8,155−82.0% | Reduced |
| Parallel Advisors, LLC | 2,000 | $6.02K | 0.00% | +2,000 | New |
| Wiser Advisor Group LLC | 2,000 | $6.02K | 0.01% | +2,000 | New |
| Daiwa Securities Group Inc. | 2,620 | $8.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,791 | $8.40K | 0.00% | +2,791 | New |
| CIBC Private Wealth Group, LLC | 3,500 | $8.47K | 0.00% | +3,500 | New |
| AdvisorNet Financial, Inc | 4,268 | $12.8K | 0.00% | +2,125+99.2% | Added |
| CWM, LLC | 5,132 | $15.0K | 0.00% | +5,092+12,730.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,276 | $15.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,268 | $16.0K | 0.00% | +745+16.5% | Added |
| Russell Investments Group, Ltd. | 5,647 | $17.0K | 0.00% | +2,349+71.2% | Added |
| Public Employees Retirement Association of Colorado | 5,517 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,010 | $18.1K | 0.00% | −44,789−88.2% | Reduced |
| Acadian Asset Management LLC | 7,963 | $23.0K | 0.00% | +7,963 | New |
| Grimes & Company, Inc. | 10,000 | $30.1K | 0.00% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,000 | $30.1K | 0.00% | +10,000 | New |
| Atomi Financial Group, Inc. | 10,024 | $30.2K | 0.00% | +10,024 | New |
| Thrive Wealth Management, LLC | 10,077 | $30.3K | 0.01% | +10,077 | New |
| Steel Peak Wealth Management LLC | 10,200 | $30.7K | 0.00% | −1,000−8.9% | Reduced |
| Victory Capital Management Inc | 10,707 | $32.2K | 0.00% | −9,061−45.8% | Reduced |
| Buckingham Strategic Partners | 10,736 | $32.3K | 0.00% | +315+3.0% | Added |
| Captrust Financial Advisors | 10,741 | $32.3K | 0.00% | +10,741 | New |
| Federation des caisses Desjardins du Quebec | 11,000 | $33.1K | 0.00% | +11,000 | New |
| Xponance, Inc. | 11,021 | $33.2K | 0.00% | +11,021 | New |
| Humankind Investments LLC | 11,184 | $33.7K | 0.01% | +11,184 | New |
| Principal Financial Group Inc | 11,421 | $34.4K | 0.00% | −172−1.5% | Reduced |
| SEI Investments Co | 11,809 | $35.5K | 0.00% | +11,809 | New |
| Cetera Investment Advisers | 11,820 | $35.6K | 0.00% | +11,820 | New |
| Callan Capital, LLC | 12,055 | $36.3K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,700 | $38.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12,777 | $38.5K | 0.00% | −9,900−43.7% | Reduced |
| Private Advisor Group, LLC | 12,852 | $38.7K | 0.00% | −598−4.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 15,105 | $39.7K | 0.02% | +15,105 | New |
| Dimensional Fund Advisors LP | 13,328 | $40.1K | 0.00% | −14,638−52.3% | Reduced |
| Eqis Capital Management, Inc. | 13,650 | $41.1K | 0.00% | +13,650 | New |
| Ameritas Investment Partners, Inc. | 13,724 | $41.3K | 0.00% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 16,510 | $41.4K | 0.02% | 00.0% | Unchanged |
| Maia Wealth LLC | 14,396 | $41.6K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 16,200 | $42.3K | 0.00% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 14,126 | $42.5K | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 14,224 | $42.8K | 0.00% | +1,502+11.8% | Added |
| CenterStar Asset Management, LLC | 14,400 | $43.4K | 0.06% | +14,400 | New |
| Axq Capital, LP | 14,674 | $44.2K | 0.02% | +14,674 | New |
| Aster Capital Management (DIFC) Ltd | 13,463 | $44.3K | 0.01% | +11,459+571.8% | Added |
| Bard Financial Services, Inc. | 15,000 | $45.1K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 15,052 | $45.3K | 0.00% | −1,690−10.1% | Reduced |
| Meeder Advisory Services, Inc. | 15,984 | $48.1K | 0.00% | +15,984 | New |
| Vontobel Holding Ltd. | 16,000 | $48.2K | 0.00% | −8,000−33.3% | Reduced |
| Aire Advisors, LLC | 16,768 | $50.5K | 0.01% | +2,000+13.5% | Added |
| Sigma Planning Corp | 17,000 | $51.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,492 | $52.7K | 0.00% | −17,496−50.0% | Reduced |
| GF Fund Management Co. Ltd. | 17,843 | $53.7K | 0.00% | +3,211+21.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,950 | $54.0K | 0.00% | +17,950 | New |
| Jones Financial Companies LLLP | 18,386 | $57.7K | 0.00% | +12,966+239.2% | Added |