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, 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 |
|---|---|---|---|---|---|
| Envision Financial Planning, LLC | 10,450 | $20.7K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,110 | $20.0K | 0.00% | +10,110 | New |
| Bank of Montreal | 10,021 | $19.8K | 0.00% | −2,501−20.0% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 9,113 | $18.0K | 0.00% | +5,613+160.4% | Added |
| Amalgamated Bank | 9,272 | $18.0K | 0.00% | +4,004+76.0% | Added |
| Northwestern Mutual Wealth Management Co | 8,500 | $16.8K | 0.00% | −5−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,276 | $16.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,000 | $13.9K | 0.00% | +6,958+16,566.7% | Added |
| Jones Financial Companies LLLP | 6,882 | $13.6K | 0.00% | +4,460+184.1% | Added |
| Public Employees Retirement Association of Colorado | 5,517 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,968 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $9.90K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,700 | $9.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,460 | $8.83K | 0.00% | +3,460+346.0% | Added |
| Sterling Capital Management LLC | 4,279 | $8.47K | 0.00% | +1,036+31.9% | Added |
| Global Retirement Partners, LLC | 4,072 | $8.06K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,830 | $8.00K | 0.00% | +1,335+53.5% | Added |
| MAI Capital Management | 3,566 | $7.06K | 0.00% | +2,468+224.8% | Added |
| Archer Investment Corp | 3,514 | $6.96K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $6.05K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,173 | $6.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,146 | $4.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,143 | $4.24K | 0.00% | −68−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,142 | $4.24K | 0.00% | −78−3.5% | Reduced |
| 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 |
| Huntington National Bank | 1,625 | $3.22K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,500 | $2.97K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 1,350 | $2.67K | 0.00% | +1,350 | New |
| ORG Partners LLC | 1,325 | $2.62K | 0.00% | −925−41.1% | Reduced |
| Allworth Financial LP | 1,303 | $2.58K | 0.00% | −146−10.1% | Reduced |
| BFSG, LLC | 1,300 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,290 | $2.55K | 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 |
| Geneos Wealth Management Inc. | 847 | $1.68K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 844 | $1.67K | 0.00% | +422+100.0% | Added |
| EverSource Wealth Advisors, LLC | 815 | $1.61K | 0.00% | −162−16.6% | Reduced |
| Avion Wealth | 866 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 500 | $990 | 0.00% | −500−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 500 | $990 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 467 | $925 | 0.00% | −260−35.8% | Reduced |
| Quent Capital, LLC | 451 | $893 | 0.00% | +451 | New |
| Colonial Trust Advisors | 425 | $842 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 387 | $766 | 0.00% | −27−6.5% | Reduced |
| Atlantic Union Bankshares Corp | 382 | $757 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $743 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 350 | $693 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 280 | $555 | 0.00% | +280 | New |
| JFS Wealth Advisors, LLC | 213 | $422 | 0.00% | +213 | New |
| Root Financial Partners, LLC | 173 | $343 | 0.00% | +87+101.2% | Added |
| Adirondack Trust Co | 150 | $297 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 129 | $255 | 0.00% | +129 | New |
| Gould Capital, LLC | 117 | $232 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 106 | $210 | 0.00% | −12−10.2% | Reduced |
| GAMMA Investing LLC | 106 | $210 | 0.00% | +106 | New |
| SJS Investment Consulting Inc. | 64 | $127 | 0.00% | +64 | New |
| 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 |
| HighMark Wealth Management LLC | 40 | $79 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $67 | 0.00% | −10−22.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 32 | $63 | 0.00% | +32 | New |
| True Wealth Design, LLC | 20 | $40 | 0.00% | +20 | New |
| Sunbelt Securities, Inc. | 18 | $36 | 0.00% | +18 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | $29 | 0.00% | +15 | New |
| Pension & Wealth Management Advisors, Inc. | 12 | $24 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $15 | 0.00% | −3−27.3% | Reduced |
| Dunhill Financial, LLC | 7 | $13 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $6 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $4 | 0.00% | −58−96.7% | Reduced |
| Covestor Ltd | 59 | $0 | 0.00% | −1−1.7% | Reduced |
| Heights Capital Management, Inc | 0 | $0 | 0.00% | −6,565,709−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −393,587−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −271,832−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −254,814−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −143,221−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −46,300−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −22,860−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −22,753−100.0% | Sold out |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −20,068−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −15,102−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −14,751−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −13,308−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −11,944−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −11,249−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −10,161−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,206−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |