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, 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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 5,000 | $12.3K | 0.00% | +5,000 | New |
| Golden State Wealth Management, LLC | 4,700 | $11.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,072 | $10.0K | 0.00% | +1,000+32.6% | Added |
| Archer Investment Corp | 3,514 | $8.64K | 0.00% | +3,514 | New |
| CIBC Private Wealth Group, LLC | 3,500 | $8.61K | 0.00% | −2,500−41.7% | Reduced |
| Daiwa Securities Group Inc. | 3,173 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,243 | $7.98K | 0.00% | +1,818+127.6% | Added |
| Optiver Holding B.V. | 2,841 | $6.99K | 0.00% | +2,387+525.8% | Added |
| Jones Financial Companies LLLP | 2,422 | $6.15K | 0.00% | +1,122+86.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,495 | $6.00K | 0.00% | +473+23.4% | Added |
| ORG Partners LLC | 2,250 | $5.54K | 0.00% | +1,100+95.7% | Added |
| Nisa Investment Advisors, LLC | 2,220 | $5.46K | 0.00% | −143−6.1% | Reduced |
| AdvisorNet Financial, Inc | 2,211 | $5.44K | 0.00% | −2,673−54.7% | Reduced |
| MCF Advisors LLC | 2,146 | $5.28K | 0.00% | +2,146 | New |
| Key Financial Inc | 2,000 | $4.96K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sound Income Strategies, LLC | 1,968 | $4.80K | 0.00% | −1,100−35.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,655 | $4.07K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,625 | $4.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $3.69K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,449 | $3.56K | 0.00% | +556+62.3% | Added |
| BFSG, LLC | 1,300 | $3.20K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,290 | $3.17K | 0.00% | +1,290 | New |
| MAI Capital Management | 1,098 | $2.70K | 0.00% | +750+215.5% | Added |
| 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 |
| EverSource Wealth Advisors, LLC | 977 | $2.40K | 0.00% | −34−3.4% | Reduced |
| Groupe la Francaise | 1,000 | $2.19K | 0.00% | +1,000 | New |
| Geneos Wealth Management Inc. | 847 | $2.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 866 | $2.00K | 0.00% | −353−29.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 727 | $1.79K | 0.00% | +727 | New |
| Tradewinds Capital Management, LLC | 500 | $1.23K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 425 | $1.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 422 | $1.04K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 414 | $1.02K | 0.00% | −25−5.7% | Reduced |
| Atlantic Union Bankshares Corp | 382 | $940 | 0.00% | −382−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 375 | $923 | 0.00% | +375 | New |
| GWM Advisors LLC | 350 | $861 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 224 | $552 | 0.00% | +224 | New |
| Adirondack Trust Co | 150 | $369 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 118 | $290 | 0.00% | −30−20.3% | Reduced |
| Gould Capital, LLC | 117 | $288 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 90 | $221 | 0.00% | +39+76.5% | Added |
| Root Financial Partners, LLC | 86 | $212 | 0.00% | +86 | New |
| Rothschild Investment LLC | 60 | $148 | 0.00% | −695−92.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $123 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $118 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $108 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 42 | $103 | 0.00% | +42 | New |
| HighMark Wealth Management LLC | 40 | $98 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 12 | $30 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $27 | 0.00% | +2+22.2% | Added |
| Rialto Wealth Management, LLC | 4 | $10 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $8 | 0.00% | −7−70.0% | Reduced |
| 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 |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −7,764,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −237,147−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −39,084−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −29,048−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,719−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −18,610−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,407−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −16,224−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −15,201−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −15,041−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −10,664−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,963−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,752−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Good Life Advisors, LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |