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, Q3 2025
Institutional positions in ImmunityBio, Inc. as of Sep 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
- 264
- +26 vs. Q2 2025
- Shares held
- 143.1M
- +19.1M (+15.4%) vs. Q2 2025
- Total value
- $352.1M
- +$24.5M (+7.5%) vs. Q2 2025
- New holders
- 49
- 91 more added
- Sold out
- 23
- 58 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding ImmunityBio, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 12 | $0 | 0.00% | +3+33.3% | Added |
| Covestor Ltd | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9 | $0 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $8 | 0.00% | −7−70.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $10 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $27 | 0.00% | +2+22.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 12 | $30 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $98 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 42 | $103 | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 44 | $108 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $118 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $123 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $148 | 0.00% | −695−92.1% | Reduced |
| Root Financial Partners, LLC | 86 | $212 | 0.00% | +86 | New |
| Main Street Group, LTD | 90 | $221 | 0.00% | +39+76.5% | Added |
| Gould Capital, LLC | 117 | $288 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 118 | $290 | 0.00% | −30−20.3% | Reduced |
| Adirondack Trust Co | 150 | $369 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 224 | $552 | 0.00% | +224 | New |
| GWM Advisors LLC | 350 | $861 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $923 | 0.00% | +375 | New |
| Atlantic Union Bankshares Corp | 382 | $940 | 0.00% | −382−50.0% | Reduced |
| IFP Advisors, Inc | 414 | $1.02K | 0.00% | −25−5.7% | Reduced |
| Spire Wealth Management | 422 | $1.04K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 425 | $1.05K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $1.23K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 727 | $1.79K | 0.00% | +727 | New |
| Avion Wealth | 866 | $2.00K | 0.00% | −353−29.0% | Reduced |
| Geneos Wealth Management Inc. | 847 | $2.08K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 1,000 | $2.19K | 0.00% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 977 | $2.40K | 0.00% | −34−3.4% | Reduced |
| Signaturefd, LLC | 1,000 | $2.46K | 0.00% | −52−4.9% | Reduced |
| Central Trust Co | 1,000 | $2.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $2.46K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,000 | $2.46K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $2.46K | 0.00% | +1,000 | New |
| Signature Resources Capital Management, LLC | 1,000 | $2.46K | 0.00% | +1,000 | New |
| Caitlin John, LLC | 1,000 | $2.46K | 0.00% | +1,000 | New |
| MAI Capital Management | 1,098 | $2.70K | 0.00% | +750+215.5% | Added |
| Rockefeller Capital Management L.P. | 1,290 | $3.17K | 0.00% | +1,290 | New |
| BFSG, LLC | 1,300 | $3.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,449 | $3.56K | 0.00% | +556+62.3% | Added |
| ZRC Wealth Management, LLC | 1,500 | $3.69K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,625 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,655 | $4.07K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,968 | $4.80K | 0.00% | −1,100−35.9% | Reduced |
| US Bancorp | 2,000 | $4.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,000 | $4.92K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2,000 | $4.92K | 0.01% | +2,000 | New |
| Key Financial Inc | 2,000 | $4.96K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,146 | $5.28K | 0.00% | +2,146 | New |
| AdvisorNet Financial, Inc | 2,211 | $5.44K | 0.00% | −2,673−54.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,220 | $5.46K | 0.00% | −143−6.1% | Reduced |
| ORG Partners LLC | 2,250 | $5.54K | 0.00% | +1,100+95.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,495 | $6.00K | 0.00% | +473+23.4% | Added |
| Jones Financial Companies LLLP | 2,422 | $6.15K | 0.00% | +1,122+86.3% | Added |
| Optiver Holding B.V. | 2,841 | $6.99K | 0.00% | +2,387+525.8% | Added |
| Sterling Capital Management LLC | 3,243 | $7.98K | 0.00% | +1,818+127.6% | Added |
| Daiwa Securities Group Inc. | 3,173 | $8.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,500 | $8.61K | 0.00% | −2,500−41.7% | Reduced |
| Archer Investment Corp | 3,514 | $8.64K | 0.00% | +3,514 | New |
| Global Retirement Partners, LLC | 4,072 | $10.0K | 0.00% | +1,000+32.6% | Added |
| Golden State Wealth Management, LLC | 4,700 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $12.3K | 0.00% | +5,000 | New |
| Advisory Services Network, LLC | 5,106 | $12.6K | 0.00% | +5,106 | New |
| Amalgamated Bank | 5,268 | $13.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,517 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,206 | $15.3K | 0.00% | +6,206 | New |
| Steward Partners Investment Advisory, LLC | 8,276 | $20.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,505 | $20.9K | 0.00% | +8,505 | New |
| Ancora Advisors, LLC | 10,000 | $24.6K | 0.00% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 10,000 | $24.6K | 0.01% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,000 | $24.6K | 0.00% | +10,000 | New |
| Atomi Financial Group, Inc. | 10,005 | $24.6K | 0.00% | −39−0.4% | Reduced |
| Diversify Advisory Services, LLC | 10,896 | $24.6K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 10,161 | $25.0K | 0.00% | −2,840−21.8% | Reduced |
| Financial Enhancement Group LLC | 10,000 | $25.3K | 0.00% | 00.0% | Unchanged |
| Envision Financial Planning, LLC | 10,450 | $25.7K | 0.01% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 10,500 | $25.8K | 0.01% | −5,500−34.4% | Reduced |
| Truist Financial Corp | 10,900 | $26.8K | 0.00% | +10,900 | New |
| FMR LLC | 10,914 | $26.8K | 0.00% | −3,227−22.8% | Reduced |
| Swiss Life Asset Management Ltd | 10,957 | $27.0K | 0.00% | +10,957 | New |
| Wealthfront Advisers LLC | 11,249 | $27.7K | 0.00% | +11,249 | New |
| Cerity Partners LLC | 11,468 | $28.2K | 0.00% | +11,468 | New |
| Vigilare Wealth Management | 11,600 | $28.5K | 0.01% | −100−0.9% | Reduced |
| SEI Investments Co | 11,809 | $29.1K | 0.00% | 00.0% | Unchanged |
| Blackstone Group Inc. | 11,944 | $29.4K | 0.00% | +11,944 | New |
| Bank of Montreal | 12,522 | $30.8K | 0.00% | 00.0% | Unchanged |
| Maia Wealth LLC | 14,396 | $31.1K | 0.01% | −70−0.5% | Reduced |
| JustInvest LLC | 12,701 | $31.2K | 0.00% | −2,730−17.7% | Reduced |
| Private Advisor Group, LLC | 12,852 | $31.6K | 0.00% | −203−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,790 | $32.0K | 0.00% | −3,143−19.7% | Reduced |
| Maltin Wealth Management, Inc. | 13,150 | $32.3K | 0.01% | +13,150 | New |
| Steel Peak Wealth Management LLC | 13,308 | $32.7K | 0.00% | −250−1.8% | Reduced |
| Norris Financial Group, LLC | 14,126 | $34.8K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,416 | $35.5K | 0.00% | +4,380+43.6% | Added |
| Advus Financial Partners, LLC | 14,751 | $36.3K | 0.01% | +14,751 | New |
| Bard Financial Services, Inc. | 15,000 | $36.9K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,102 | $37.2K | 0.00% | −10,033−39.9% | Reduced |
| Equitable Holdings, Inc. | 15,500 | $38.1K | 0.00% | +1,000+6.9% | Added |