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 |
|---|---|---|---|---|---|
| Garden State Investment Advisory Services LLC | 10,000 | $76.7K | 0.02% | +10,000 | New |
| Aventura Private Wealth, LLC | 10,000 | $76.7K | 0.03% | +10,000 | New |
| Financial Enhancement Group LLC | 10,000 | $77.0K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 10,184 | $78.1K | 0.00% | +10,184 | New |
| Mayflower Financial Advisors, LLC | 10,212 | $78.3K | 0.01% | +10,212 | New |
| KBC Group NV | 10,307 | $79.0K | 0.00% | +10,307 | New |
| Envision Financial Planning, LLC | 10,450 | $80.2K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 10,480 | $80.4K | 0.00% | +10,480 | New |
| US Bancorp | 10,501 | $80.5K | 0.00% | +8,501+425.0% | Added |
| Atomi Financial Group, Inc. | 10,523 | $80.7K | 0.00% | +18+0.2% | Added |
| Curran Financial Partners, LLC | 10,642 | $81.6K | 0.01% | +10,642 | New |
| Cypress Wealth Services, LLC | 11,000 | $84.4K | 0.01% | +11,000 | New |
| Everence Capital Management Inc | 11,028 | $85.0K | 0.01% | +11,028 | New |
| DRW Securities, LLC | 11,139 | $85.4K | 0.00% | −53,033−82.6% | Reduced |
| Walleye Partners, LLC | 11,394 | $87.4K | 0.11% | +11,394 | New |
| Integrated Wealth Concepts LLC | 11,400 | $87.4K | 0.00% | +11,400 | New |
| Vestor Capital, LLC | 11,536 | $88.0K | 0.01% | +11,536 | New |
| Empowered Funds, LLC | 11,689 | $89.7K | 0.00% | −2,276−16.3% | Reduced |
| Diversify Wealth Management, LLC | 12,995 | $90.4K | 0.00% | +12,995 | New |
| Cerity Partners LLC | 12,085 | $92.7K | 0.00% | +1,098+10.0% | Added |
| Gotham Asset Management, LLC | 12,137 | $93.1K | 0.00% | +12,137 | New |
| Brinker Capital Investments, LLC | 12,174 | $93.4K | 0.00% | +12,174 | New |
| Mercer Global Advisors Inc | 12,741 | $93.6K | 0.00% | −826−6.1% | Reduced |
| Firethorn Wealth Partners, LLC | 12,210 | $93.7K | 0.03% | +12,210 | New |
| Hartford Financial Management Inc. | 12,998 | $99.7K | 0.03% | +12,998 | New |
| Maltin Wealth Management, Inc. | 13,150 | $100.9K | 0.04% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 13,650 | $104.7K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,784 | $105.7K | 0.00% | −17,465−55.9% | Reduced |
| EP Wealth Advisors, LLC | 14,011 | $107.5K | 0.00% | −3,429−19.7% | Reduced |
| AlphaCore Capital LLC | 14,055 | $107.8K | 0.00% | −2,986,489−99.5% | Reduced |
| Transcend Wealth Collective, LLC | 14,100 | $108.1K | 0.01% | +14,100 | New |
| Norris Financial Group, LLC | 14,126 | $108.3K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 14,150 | $108.5K | 0.01% | +14,150 | New |
| GTS Securities LLC | 14,185 | $108.8K | 0.00% | +14,185 | New |
| United Bank | 14,300 | $109.7K | 0.04% | +14,300 | New |
| Pure Financial Advisors, Inc. | 14,338 | $110.0K | 0.00% | +14,338 | New |
| Maia Wealth LLC | 14,396 | $110.4K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,403 | $110.5K | 0.00% | −12,565−46.6% | Reduced |
| Concurrent Investment Advisors, LLC | 14,463 | $110.9K | 0.00% | +14,463 | New |
| Farther Finance Advisors, LLC | 15,540 | $111.0K | 0.00% | +15,540 | New |
| Daybright Advisory Services, Inc. | 14,819 | $113.7K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,826 | $113.7K | 0.00% | +4,716+46.6% | Added |
| Steward Partners Investment Advisory, LLC | 14,974 | $114.9K | 0.00% | +6,698+80.9% | Added |
| Sanders Morris Harris LLC | 15,000 | $115.0K | 0.02% | +15,000 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,000 | $115.0K | 0.01% | +15,000 | New |
| Nisa Investment Advisors, LLC | 15,016 | $115.2K | 0.00% | +12,874+601.0% | Added |
| Wealthfront Advisers LLC | 16,004 | $122.8K | 0.00% | +16,004 | New |
| CAPROCK Group, Inc. | 16,127 | $123.7K | 0.00% | +16,127 | New |
| Amundi | 16,526 | $126.8K | 0.00% | +16,526 | New |
| Sowell Financial Services LLC | 16,572 | $127.1K | 0.00% | −87,119−84.0% | Reduced |
| Richmond Investment Services, LLC | 16,750 | $128.5K | 0.02% | +16,750 | New |
| Vigilare Wealth Management | 16,820 | $129.0K | 0.04% | +6,120+57.2% | Added |
| Neuberger Berman Group LLC | 16,878 | $129.5K | 0.00% | +16,878 | New |
| Bank of Montreal | 16,914 | $129.7K | 0.00% | +6,893+68.8% | Added |
| BCGM Wealth Management, LLC | 17,030 | $130.6K | 0.03% | +17,030 | New |
| WealthCare Investment Partners, LLC | 16,510 | $133.2K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,715 | $135.9K | 0.00% | +715+4.2% | Added |
| Envestnet Asset Management Inc | 18,146 | $139.2K | 0.00% | +18,146 | New |
| DnB Asset Management AS | 18,843 | $144.5K | 0.00% | +18,843 | New |
| Prime Capital Investment Advisors, LLC | 18,870 | $144.7K | 0.00% | +18,870 | New |
| LBMC Investment Advisors, LLC | 19,000 | $145.7K | 0.01% | +19,000 | New |
| Pensionmark Financial Group, LLC | 19,079 | $146.3K | 0.00% | +19,079 | New |
| Mirabella Financial Services LLP | 19,641 | $150.6K | 0.01% | +19,641 | New |
| Principal Financial Group Inc | 19,710 | $151.2K | 0.00% | +3,050+18.3% | Added |
| Dark Forest Capital Management LP | 19,781 | $151.7K | 0.01% | +19,781 | New |
| Brown Advisory Inc | 19,801 | $151.9K | 0.00% | +7,075+55.6% | Added |
| Abel Hall, LLC | 19,813 | $152.0K | 0.03% | +19,813 | New |
| Ancora Advisors, LLC | 20,000 | $153.4K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 20,000 | $153.4K | 0.13% | 00.0% | Unchanged |
| GLR Partners, LLC | 20,000 | $153.4K | 0.08% | +20,000 | New |
| Kovack Advisors, Inc. | 22,208 | $161.9K | 0.01% | +8,575+62.9% | Added |
| McAdam, LLC | 21,441 | $164.5K | 0.01% | +22+0.1% | Added |
| CenterStar Asset Management, LLC | 21,600 | $165.3K | 0.16% | +21,600 | New |
| Miracle Mile Advisors, LLC | 21,650 | $166.1K | 0.00% | −100−0.5% | Reduced |
| Capital Investment Advisors, LLC | 21,737 | $166.7K | 0.00% | +21,737 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,904 | $168.0K | 0.00% | +21,904 | New |
| GF Fund Management Co. Ltd. | 22,120 | $169.7K | 0.00% | +2,765+14.3% | Added |
| Two Sigma Securities, LLC | 22,525 | $172.8K | 0.02% | +22,525 | New |
| Swiss Life Asset Management Ltd | 23,436 | $179.8K | 0.00% | +7,020+42.8% | Added |
| Opal Wealth Advisors, LLC | 23,644 | $181.3K | 0.04% | +9,319+65.1% | Added |
| Kestra Private Wealth Services, LLC | 23,698 | $181.8K | 0.00% | +589+2.5% | Added |
| Ameritas Investment Partners, Inc. | 23,957 | $183.8K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 22,954 | $185.2K | 0.00% | −1,694−6.9% | Reduced |
| Savvy Advisors, Inc. | 24,175 | $185.4K | 0.00% | +24,175 | New |
| Freestone Capital Holdings, LLC | 24,539 | $188.2K | 0.01% | +24,539 | New |
| Dillon & Associates Inc | 23,800 | $190.0K | 0.03% | −2,000−7.8% | Reduced |
| Joel Isaacson & Co., LLC | 25,000 | $191.8K | 0.01% | +25,000 | New |
| Caitong International Asset Management Co., Ltd | 25,025 | $191.9K | 0.04% | +24,558+5,258.7% | Added |
| Ieq Capital, LLC | 25,100 | $192.5K | 0.00% | +15,100+151.0% | Added |
| CIBC Bancorp USA Inc. | 25,389 | $194.0K | 0.00% | +25,389 | New |
| Vontobel Holding Ltd. | 25,343 | $194.4K | 0.00% | +10,661+72.6% | Added |
| Scientech Research LLC | 25,768 | $197.6K | 0.16% | +25,768 | New |
| Wealth Enhancement Advisory Services, LLC | 27,628 | $201.7K | 0.00% | +16,510+148.5% | Added |
| Sequoia Financial Advisors, LLC | 26,743 | $205.1K | 0.00% | −2,040−7.1% | Reduced |
| Private Capital Advisors, Inc. | 26,978 | $206.9K | 0.02% | +26,978 | New |
| Leavell Investment Management, Inc. | 27,512 | $211.0K | 0.01% | −7,500−21.4% | Reduced |
| Warren Averett Asset Management, LLC | 27,558 | $211.4K | 0.00% | −17,331−38.6% | Reduced |
| Xponance, Inc. | 27,849 | $213.6K | 0.00% | +4,681+20.2% | Added |
| JustInvest LLC | 28,717 | $220.3K | 0.00% | +14,959+108.7% | Added |
| KLCM Advisors, Inc. | 29,000 | $222.4K | 0.02% | +29,000 | New |