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, Q1 2026
Institutional positions in ImmunityBio, Inc. as of Mar 31, 2026. 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
- 386
- +113 vs. Q4 2025
- Shares held
- 178.6M
- +42.4M (+31.1%) vs. Q4 2025
- Total value
- $1.36B
- +$1.09B (+399.1%) vs. Q4 2025
- New holders
- 145
- 138 more added
- Sold out
- 32
- 59 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding ImmunityBio, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 60 | $0 | 0.00% | +1+1.7% | Added |
| Assetmark, Inc | 1 | $8 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $8 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 6 | $52 | 0.00% | −1−14.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $53 | 0.00% | −1−12.5% | Reduced |
| SJS Investment Consulting Inc. | 10 | $77 | 0.00% | −54−84.4% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | $115 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $138 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $176 | 0.00% | +23 | New |
| Rialto Wealth Management, LLC | 50 | $384 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $384 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 90 | $690 | 0.00% | +90 | New |
| International Assets Investment Management, LLC | 100 | $714 | 0.00% | +100 | New |
| Essential Partners LLC | 106 | $813 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 114 | $874 | 0.00% | +80+235.3% | Added |
| Gould Capital, LLC | 117 | $897 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 129 | $989 | 0.00% | +129 | New |
| Keating Financial Advisory Services, Inc. | 131 | $1.00K | 0.00% | +2+1.6% | Added |
| Synergy Investment Management, LLC | 134 | $1.03K | 0.00% | +134 | New |
| Toth Financial Advisory Corp | 140 | $1.07K | 0.00% | +140 | New |
| Root Financial Partners, LLC | 146 | $1.12K | 0.00% | −27−15.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $1.53K | 0.00% | +200 | New |
| Fifth Third Bancorp | 216 | $1.66K | 0.00% | +216 | New |
| Twin Peaks Wealth Advisors, LLC | 250 | $1.92K | 0.00% | +250 | New |
| Parkside Financial Bank & Trust | 280 | $2.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 325 | $2.49K | 0.00% | +323+16,150.0% | Added |
| Accent Capital Management, LLC | 331 | $2.54K | 0.00% | +331 | New |
| Decker Retirement Planning Inc. | 349 | $2.68K | 0.00% | +349 | New |
| GWM Advisors LLC | 350 | $2.69K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $2.88K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 382 | $2.93K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 393 | $3.01K | 0.00% | +393 | New |
| Colonial Trust Co | 500 | $3.33K | 0.00% | +500 | New |
| Strategic Investment Solutions, Inc. | 446 | $3.42K | 0.00% | +446 | New |
| EverSource Wealth Advisors, LLC | 467 | $3.58K | 0.00% | −348−42.7% | Reduced |
| Spire Wealth Management | 499 | $3.83K | 0.00% | −345−40.9% | Reduced |
| Tradewinds Capital Management, LLC | 500 | $3.83K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 500 | $3.83K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 500 | $3.83K | 0.00% | +500 | New |
| Financial Life Planners | 500 | $3.83K | 0.00% | +500 | New |
| TSFG, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Entrust Financial LLC | 595 | $4.56K | 0.00% | +595 | New |
| West Branch Capital LLC | 750 | $5.75K | 0.00% | +750 | New |
| Ronald Blue Trust, Inc. | 772 | $5.92K | 0.00% | +772 | New |
| Avion Wealth | 866 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 815 | $6.25K | 0.00% | +364+80.7% | Added |
| McGuire Capital Advisors Inc | 900 | $6.90K | 0.00% | +900 | New |
| Sittner & Nelson, LLC | 1,000 | $7.67K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $7.67K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,000 | $7.67K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 1,000 | $7.67K | 0.00% | +1,000 | New |
| Larson Financial Group LLC | 1,000 | $7.67K | 0.00% | +1,000 | New |
| Ameritas Advisory Services, LLC | 1,000 | $7.67K | 0.00% | +1,000 | New |
| Crews Bank & Trust | 1,000 | $7.67K | 0.00% | +1,000 | New |
| American Capital Advisory, LLC | 1,167 | $8.95K | 0.00% | +1,167 | New |
| BFSG, LLC | 1,300 | $9.97K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,311 | $10.1K | 0.00% | −3,149−70.6% | Reduced |
| EFG International AG | 1,350 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,376 | $10.6K | 0.00% | +73+5.6% | Added |
| ZRC Wealth Management, LLC | 1,500 | $11.5K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,586 | $12.2K | 0.00% | +1,586 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,662 | $12.7K | 0.01% | +1,662 | New |
| IFP Advisors, Inc | 1,715 | $13.2K | 0.00% | +1,328+343.2% | Added |
| Sound Income Strategies, LLC | 1,968 | $14.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,855 | $14.2K | 0.00% | −20,301−91.6% | Reduced |
| Key Financial Inc | 2,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,000 | $15.3K | 0.00% | +2,000 | New |
| Highline Wealth Partners LLC | 2,000 | $15.3K | 0.00% | +2,000 | New |
| GAMMA Investing LLC | 2,070 | $15.9K | 0.00% | +1,964+1,852.8% | Added |
| AdvisorNet Financial, Inc | 2,143 | $16.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,225 | $17.1K | 0.00% | +600+36.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,519 | $19.3K | 0.00% | −4,481−64.0% | Reduced |
| MCF Advisors LLC | 2,646 | $20.3K | 0.00% | +500+23.3% | Added |
| Optiver Holding B.V. | 2,694 | $20.7K | 0.00% | +2,694 | New |
| Wiser Advisor Group LLC | 3,000 | $23.0K | 0.03% | +1,000+50.0% | Added |
| Kemnay Advisory Services Inc. | 3,102 | $23.8K | 0.00% | +3,102 | New |
| Los Angeles Capital Management LLC | 3,292 | $25.3K | 0.00% | −128,956−97.5% | Reduced |
| Sterling Capital Management LLC | 3,293 | $25.3K | 0.00% | −986−23.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 3,305 | $25.4K | 0.00% | +3,305 | New |
| Equitable Holdings, Inc. | 15,500 | $30.7K | 0.00% | −425−2.7% | Reduced |
| Advisory Services Network, LLC | 4,106 | $31.5K | 0.00% | +4,106 | New |
| Golden State Wealth Management, LLC | 4,700 | $36.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,425 | $41.6K | 0.00% | +5,000+1,176.5% | Added |
| Public Employees Retirement Association of Colorado | 5,517 | $42.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,700 | $43.7K | 0.00% | +700+14.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,735 | $44.0K | 0.00% | +1,905+49.7% | Added |
| Geneos Wealth Management Inc. | 5,754 | $44.1K | 0.00% | +4,907+579.3% | Added |
| Archer Investment Corp | 5,872 | $45.0K | 0.01% | +2,358+67.1% | Added |
| Rockefeller Capital Management L.P. | 6,020 | $46.2K | 0.00% | +4,730+366.7% | Added |
| Northwestern Mutual Wealth Management Co | 6,900 | $52.9K | 0.00% | −1,600−18.8% | Reduced |
| RHL Group, LLC | 9,356 | $71.8K | 0.06% | +9,356 | New |
| Allspring Global Investments Holdings, LLC | 10,189 | $73.1K | 0.00% | +10,189 | New |
| Financial Advisors Network, Inc. | 10,000 | $76.7K | 0.01% | −44,050−81.5% | Reduced |
| Clear Harbor Asset Management, LLC | 10,000 | $76.7K | 0.01% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,000 | $76.7K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 10,000 | $76.7K | 0.01% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 10,000 | $76.7K | 0.01% | +10,000 | New |
| Peddock Capital Advisors, LLC | 10,000 | $76.7K | 0.02% | +10,000 | New |
| Berkeley Capital Partners, LLC | 10,000 | $76.7K | 0.02% | +10,000 | New |
| Vanguard Capital Wealth Advisors | 10,000 | $76.7K | 0.07% | +10,000 | New |