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 2 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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 1,425 | $3.76K | 0.00% | +730+105.0% | Added |
| Jones Financial Companies LLLP | 1,300 | $3.51K | 0.00% | −17,086−92.9% | Reduced |
| BFSG, LLC | 1,300 | $3.43K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,219 | $3.00K | 0.00% | +353+40.8% | Added |
| ORG Partners LLC | 1,150 | $2.96K | 0.00% | +1,150 | New |
| Signaturefd, LLC | 1,052 | $2.78K | 0.00% | +770+273.0% | Added |
| EverSource Wealth Advisors, LLC | 1,011 | $2.67K | 0.00% | +43+4.4% | 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 |
| Allworth Financial LP | 893 | $2.36K | 0.00% | +788+750.5% | Added |
| Geneos Wealth Management Inc. | 847 | $2.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 764 | $2.02K | 0.00% | +764 | New |
| Briaud Financial Planning, Inc | 1,000 | $2.00K | 0.00% | +1,000 | New |
| Rothschild Investment LLC | 755 | $1.99K | 0.00% | +340+81.9% | Added |
| SRS Capital Advisors, Inc. | 600 | $1.58K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $1.32K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 465 | $1.23K | 0.00% | +465 | New |
| Optiver Holding B.V. | 454 | $1.20K | 0.00% | +454 | New |
| IFP Advisors, Inc | 439 | $1.16K | 0.00% | +439 | New |
| Colonial Trust Advisors | 425 | $1.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 422 | $1.11K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 350 | $924 | 0.00% | −1−0.3% | Reduced |
| MAI Capital Management | 348 | $919 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $394 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 148 | $391 | 0.00% | +148 | New |
| Gould Capital, LLC | 117 | $309 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 51 | $135 | 0.00% | +51 | New |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $132 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $127 | 0.00% | +48 | New |
| Fortitude Family Office, LLC | 44 | $116 | 0.00% | +44 | New |
| HighMark Wealth Management LLC | 40 | $106 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $53 | 0.00% | +12+150.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 12 | $32 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $30 | 0.00% | −31−73.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $27 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $23 | 0.00% | +3+50.0% | Added |
| Parkworth Wealth Management, Inc. | 7 | $18 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $11 | 0.00% | −2−33.3% | Reduced |
| Rialto Wealth Management, LLC | 4 | $11 | 0.00% | +4 | New |
| Hemington Wealth Management | 9 | $0 | 0.00% | −75−89.3% | Reduced |
| Covestor Ltd | 60 | $0 | 0.00% | −4−6.3% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −237,761−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −124,885−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −104,380−100.0% | Sold out |
| Dauntless Investment Group, LLC | 0 | $0 | 0.00% | −94,141−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −74,873−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −56,165−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −46,017−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −43,776−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −42,188−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −13,463−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −13,328−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −11,184−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,707−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| ZynergyRetirementPlanningLLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | – | – | – | – | Not filed |
| Callan Capital, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |