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, Q4 2025
Institutional positions in ImmunityBio, Inc. as of Dec 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
- 278
- +18 vs. Q3 2025
- Shares held
- 169.1M
- +26.0M (+18.2%) vs. Q3 2025
- Total value
- $338.3M
- −$13.6M (−3.9%) vs. Q3 2025
- New holders
- 46
- 98 more added
- Sold out
- 28
- 66 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding ImmunityBio, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 59 | $0 | 0.00% | −1−1.7% | Reduced |
| Rothschild Investment LLC | 2 | $4 | 0.00% | −58−96.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $6 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $13 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $15 | 0.00% | −3−27.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 12 | $24 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | $29 | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 18 | $36 | 0.00% | +18 | New |
| True Wealth Design, LLC | 20 | $40 | 0.00% | +20 | New |
| Aster Capital Management (DIFC) Ltd | 32 | $63 | 0.00% | +32 | New |
| Fortitude Family Office, LLC | 34 | $67 | 0.00% | −10−22.7% | Reduced |
| HighMark Wealth Management LLC | 40 | $79 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $99 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $99 | 0.00% | +46+1,150.0% | Added |
| SJS Investment Consulting Inc. | 64 | $127 | 0.00% | +64 | New |
| Essential Partners LLC | 106 | $210 | 0.00% | −12−10.2% | Reduced |
| GAMMA Investing LLC | 106 | $210 | 0.00% | +106 | New |
| Gould Capital, LLC | 117 | $232 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 129 | $255 | 0.00% | +129 | New |
| Adirondack Trust Co | 150 | $297 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 173 | $343 | 0.00% | +87+101.2% | Added |
| JFS Wealth Advisors, LLC | 213 | $422 | 0.00% | +213 | New |
| Parkside Financial Bank & Trust | 280 | $555 | 0.00% | +280 | New |
| GWM Advisors LLC | 350 | $693 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $743 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 382 | $757 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 387 | $766 | 0.00% | −27−6.5% | Reduced |
| Colonial Trust Advisors | 425 | $842 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 451 | $893 | 0.00% | +451 | New |
| Caitong International Asset Management Co., Ltd | 467 | $925 | 0.00% | −260−35.8% | Reduced |
| Caitlin John, LLC | 500 | $990 | 0.00% | −500−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 500 | $990 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 866 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 815 | $1.61K | 0.00% | −162−16.6% | Reduced |
| Spire Wealth Management | 844 | $1.67K | 0.00% | +422+100.0% | Added |
| Geneos Wealth Management Inc. | 847 | $1.68K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $1.98K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,000 | $1.98K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,290 | $2.55K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 1,300 | $2.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,303 | $2.58K | 0.00% | −146−10.1% | Reduced |
| ORG Partners LLC | 1,325 | $2.62K | 0.00% | −925−41.1% | Reduced |
| EFG International AG | 1,350 | $2.67K | 0.00% | +1,350 | New |
| ZRC Wealth Management, LLC | 1,500 | $2.97K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,625 | $3.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,000 | $3.96K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $3.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,000 | $3.96K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2,000 | $3.96K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,142 | $4.24K | 0.00% | −78−3.5% | Reduced |
| AdvisorNet Financial, Inc | 2,143 | $4.24K | 0.00% | −68−3.1% | Reduced |
| MCF Advisors LLC | 2,146 | $4.25K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,173 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $6.05K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 3,514 | $6.96K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,566 | $7.06K | 0.00% | +2,468+224.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,830 | $8.00K | 0.00% | +1,335+53.5% | Added |
| Global Retirement Partners, LLC | 4,072 | $8.06K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,279 | $8.47K | 0.00% | +1,036+31.9% | Added |
| Harbour Investments, Inc. | 4,460 | $8.83K | 0.00% | +3,460+346.0% | Added |
| Golden State Wealth Management, LLC | 4,700 | $9.31K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $9.90K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,968 | $10.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,517 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,882 | $13.6K | 0.00% | +4,460+184.1% | Added |
| Federation des caisses Desjardins du Quebec | 7,000 | $13.9K | 0.00% | +6,958+16,566.7% | Added |
| Steward Partners Investment Advisory, LLC | 8,276 | $16.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,500 | $16.8K | 0.00% | −5−0.1% | Reduced |
| Amalgamated Bank | 9,272 | $18.0K | 0.00% | +4,004+76.0% | Added |
| CIBC Private Wealth Group, LLC | 9,113 | $18.0K | 0.00% | +5,613+160.4% | Added |
| Ieq Capital, LLC | 10,000 | $19.8K | 0.00% | −11,476−53.4% | Reduced |
| Truist Financial Corp | 10,000 | $19.8K | 0.00% | −900−8.3% | Reduced |
| Slow Capital, Inc. | 10,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,000 | $19.8K | 0.00% | +10,000 | New |
| Keystone Financial Group | 10,000 | $19.8K | 0.00% | +10,000 | New |
| Bank of Montreal | 10,021 | $19.8K | 0.00% | −2,501−20.0% | Reduced |
| IHT Wealth Management, LLC | 10,110 | $20.0K | 0.00% | +10,110 | New |
| Envision Financial Planning, LLC | 10,450 | $20.7K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,505 | $20.8K | 0.00% | +500+5.0% | Added |
| Jump Financial, LLC | 10,532 | $20.9K | 0.00% | +10,532 | New |
| Vigilare Wealth Management | 10,700 | $21.2K | 0.01% | −900−7.8% | Reduced |
| Cerity Partners LLC | 10,987 | $21.8K | 0.00% | −481−4.2% | Reduced |
| AlphaGrep UK Ltd | 11,539 | $22.8K | 0.01% | +11,539 | New |
| Wealth Enhancement Advisory Services, LLC | 11,118 | $23.8K | 0.00% | −1,672−13.1% | Reduced |
| Brown Advisory Inc | 12,726 | $25.2K | 0.00% | +12,726 | New |
| Maltin Wealth Management, Inc. | 13,150 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,374 | $26.5K | 0.00% | −7,039−34.5% | Reduced |
| Mercer Global Advisors Inc | 13,567 | $26.9K | 0.00% | −3,392−20.0% | Reduced |
| FMR LLC | 13,579 | $26.9K | 0.00% | +2,665+24.4% | Added |
| Kovack Advisors, Inc. | 13,633 | $27.0K | 0.00% | +13,633 | New |
| WealthPlan Investment Management, LLC | 13,650 | $27.0K | 0.00% | +13,650 | New |
| JustInvest LLC | 13,758 | $27.2K | 0.00% | +1,057+8.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 13,928 | $27.6K | 0.01% | +13,928 | New |
| Empowered Funds, LLC | 13,965 | $27.7K | 0.00% | +13,965 | New |
| Norris Financial Group, LLC | 14,126 | $28.0K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 14,316 | $28.3K | 0.01% | −2,328−14.0% | Reduced |
| Opal Wealth Advisors, LLC | 14,325 | $28.4K | 0.01% | +14,325 | New |
| Mackenzie Financial Corp | 14,416 | $28.5K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 14,682 | $29.1K | 0.00% | −11,109−43.1% | Reduced |
| Daybright Advisory Services, Inc. | 14,819 | $29.3K | 0.01% | +14,819 | New |