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, Q2 2025
Institutional positions in ImmunityBio, Inc. as of Jun 30, 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
- 242
- +34 vs. Q1 2025
- Shares held
- 124.1M
- +44.6M (+56.0%) vs. Q1 2025
- Total value
- $327.9M
- +$88.6M (+37.0%) vs. Q1 2025
- New holders
- 61
- 103 more added
- Sold out
- 27
- 36 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding ImmunityBio, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | −75−89.3% | Reduced |
| Covestor Ltd | 60 | $0 | 0.00% | −4−6.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $11 | 0.00% | −2−33.3% | Reduced |
| Rialto Wealth Management, LLC | 4 | $11 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 7 | $18 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $23 | 0.00% | +3+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $27 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $30 | 0.00% | −31−73.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 12 | $32 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $53 | 0.00% | +12+150.0% | Added |
| HighMark Wealth Management LLC | 40 | $106 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $116 | 0.00% | +44 | New |
| Assetmark, Inc | 48 | $127 | 0.00% | +48 | New |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $132 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 51 | $135 | 0.00% | +51 | New |
| Gould Capital, LLC | 117 | $309 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 148 | $391 | 0.00% | +148 | New |
| Adirondack Trust Co | 150 | $394 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 348 | $919 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 350 | $924 | 0.00% | −1−0.3% | Reduced |
| Spire Wealth Management | 422 | $1.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 425 | $1.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 439 | $1.16K | 0.00% | +439 | New |
| Optiver Holding B.V. | 454 | $1.20K | 0.00% | +454 | New |
| Mid-American Wealth Advisory Group, Inc. | 465 | $1.23K | 0.00% | +465 | New |
| Tradewinds Capital Management, LLC | 500 | $1.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 600 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 755 | $1.99K | 0.00% | +340+81.9% | Added |
| Briaud Financial Planning, Inc | 1,000 | $2.00K | 0.00% | +1,000 | New |
| Atlantic Union Bankshares Corp | 764 | $2.02K | 0.00% | +764 | New |
| Geneos Wealth Management Inc. | 847 | $2.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 893 | $2.36K | 0.00% | +788+750.5% | Added |
| Central Trust Co | 1,000 | $2.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $2.64K | 0.00% | +1,000 | New |
| MTM Investment Management, LLC | 1,000 | $2.64K | 0.00% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 1,011 | $2.67K | 0.00% | +43+4.4% | Added |
| Signaturefd, LLC | 1,052 | $2.78K | 0.00% | +770+273.0% | Added |
| ORG Partners LLC | 1,150 | $2.96K | 0.00% | +1,150 | New |
| Avion Wealth | 1,219 | $3.00K | 0.00% | +353+40.8% | Added |
| BFSG, LLC | 1,300 | $3.43K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,300 | $3.51K | 0.00% | −17,086−92.9% | Reduced |
| Sterling Capital Management LLC | 1,425 | $3.76K | 0.00% | +730+105.0% | Added |
| ZRC Wealth Management, LLC | 1,500 | $3.96K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,625 | $4.29K | 0.00% | +1,625 | New |
| GPS Wealth Strategies Group, LLC | 1,655 | $4.37K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,022 | $5.00K | 0.00% | +2,022 | New |
| US Bancorp | 2,000 | $5.28K | 0.00% | −791−28.3% | Reduced |
| Parallel Advisors, LLC | 2,000 | $5.28K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,000 | $5.28K | 0.00% | +2,000 | New |
| Nisa Investment Advisors, LLC | 2,363 | $6.24K | 0.00% | +1,373+138.7% | Added |
| Russell Investments Group, Ltd. | 2,905 | $7.67K | 0.00% | −2,742−48.6% | Reduced |
| Daiwa Securities Group Inc. | 3,173 | $8.00K | 0.00% | +553+21.1% | Added |
| Sound Income Strategies, LLC | 3,068 | $8.10K | 0.00% | +1,968+178.9% | Added |
| Global Retirement Partners, LLC | 3,072 | $8.11K | 0.00% | +3,072 | New |
| Quarry LP | 3,752 | $9.90K | 0.00% | +3,752 | New |
| Golden State Wealth Management, LLC | 4,700 | $12.4K | 0.00% | +4,000+571.4% | Added |
| AdvisorNet Financial, Inc | 4,884 | $12.9K | 0.00% | +616+14.4% | Added |
| South State Corp. | 5,120 | $13.5K | 0.00% | +5,120 | New |
| Amalgamated Bank | 5,268 | $14.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,517 | $15.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,000 | $15.8K | 0.00% | +2,500+71.4% | Added |
| Acadian Asset Management LLC | 7,963 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,276 | $21.8K | 0.00% | +3,000+56.9% | Added |
| National Bank of Canada | 9,000 | $23.8K | 0.00% | +9,000 | New |
| Vontobel Holding Ltd. | 10,000 | $26.4K | 0.00% | −6,000−37.5% | Reduced |
| Ancora Advisors, LLC | 10,000 | $26.4K | 0.00% | +10,000 | New |
| Berkeley Capital Partners, LLC | 10,000 | $26.4K | 0.01% | +10,000 | New |
| Keystone Financial Group | 10,000 | $26.4K | 0.00% | +10,000 | New |
| Mackenzie Financial Corp | 10,036 | $26.5K | 0.00% | +10,036 | New |
| Atomi Financial Group, Inc. | 10,044 | $26.5K | 0.00% | +20+0.2% | Added |
| Diversify Advisory Services, LLC | 10,896 | $26.9K | 0.00% | +10,896 | New |
| Envision Financial Planning, LLC | 10,450 | $27.6K | 0.01% | +10,450 | New |
| Financial Enhancement Group LLC | 10,000 | $28.1K | 0.00% | +10,000 | New |
| Summit X, LLC | 10,664 | $28.2K | 0.01% | +10,664 | New |
| Vigilare Wealth Management | 11,700 | $30.9K | 0.01% | +11,700 | New |
| SEI Investments Co | 11,809 | $31.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,322 | $32.5K | 0.00% | +12,322 | New |
| Bank of Montreal | 12,522 | $33.1K | 0.00% | −1,702−12.0% | Reduced |
| Buckingham Strategic Partners | 13,001 | $34.3K | 0.00% | +2,265+21.1% | Added |
| Private Advisor Group, LLC | 13,055 | $34.5K | 0.00% | +203+1.6% | Added |
| Engineers Gate Manager LP | 13,230 | $34.9K | 0.00% | +13,230 | New |
| Captrust Financial Advisors | 13,386 | $35.3K | 0.00% | +2,645+24.6% | Added |
| Steel Peak Wealth Management LLC | 13,558 | $35.8K | 0.00% | +3,358+32.9% | Added |
| The PNC Financial Services Group, Inc. | 13,815 | $36.5K | 0.00% | +12,668+1,104.4% | Added |
| Norris Financial Group, LLC | 14,126 | $37.3K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 14,141 | $37.3K | 0.00% | −123,772−89.7% | Reduced |
| Maia Wealth LLC | 14,466 | $38.2K | 0.01% | +70+0.5% | Added |
| Equitable Holdings, Inc. | 14,500 | $38.3K | 0.00% | +14,500 | New |
| Caption Management, LLC | 15,000 | $39.6K | 0.00% | −10,000−40.0% | Reduced |
| Bard Financial Services, Inc. | 15,000 | $39.6K | 0.00% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 15,041 | $39.7K | 0.01% | +4,964+49.3% | Added |
| Eqis Capital Management, Inc. | 15,201 | $40.1K | 0.00% | +1,551+11.4% | Added |
| JustInvest LLC | 15,431 | $40.7K | 0.00% | +379+2.5% | Added |
| Arista Wealth Management, LLC | 15,800 | $41.7K | 0.01% | +15,800 | New |
| Gotham Asset Management, LLC | 16,224 | $42.8K | 0.00% | −28,781−64.0% | Reduced |
| Principal Financial Group Inc | 16,253 | $42.9K | 0.00% | +4,832+42.3% | Added |
| Tudor Investment Corp Et Al | 16,407 | $43.3K | 0.00% | −7,846−32.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,933 | $43.3K | 0.00% | +15,933 | New |
| Wealth Management Partners, LLC | 16,000 | $43.5K | 0.02% | +16,000 | New |
| CIBC World Markets Inc. | 16,700 | $44.1K | 0.00% | +4,000+31.5% | Added |