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 |
|---|---|---|---|---|---|
| Dillon & Associates Inc | 23,800 | $190.0K | 0.03% | −2,000−7.8% | Reduced |
| Freestone Capital Holdings, LLC | 24,539 | $188.2K | 0.01% | +24,539 | New |
| Savvy Advisors, Inc. | 24,175 | $185.4K | 0.00% | +24,175 | New |
| Chicago Partners Investment Group LLC | 22,954 | $185.2K | 0.00% | −1,694−6.9% | Reduced |
| Ameritas Investment Partners, Inc. | 23,957 | $183.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,698 | $181.8K | 0.00% | +589+2.5% | Added |
| Opal Wealth Advisors, LLC | 23,644 | $181.3K | 0.04% | +9,319+65.1% | Added |
| Swiss Life Asset Management Ltd | 23,436 | $179.8K | 0.00% | +7,020+42.8% | Added |
| Two Sigma Securities, LLC | 22,525 | $172.8K | 0.02% | +22,525 | New |
| GF Fund Management Co. Ltd. | 22,120 | $169.7K | 0.00% | +2,765+14.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,904 | $168.0K | 0.00% | +21,904 | New |
| Capital Investment Advisors, LLC | 21,737 | $166.7K | 0.00% | +21,737 | New |
| Miracle Mile Advisors, LLC | 21,650 | $166.1K | 0.00% | −100−0.5% | Reduced |
| CenterStar Asset Management, LLC | 21,600 | $165.3K | 0.16% | +21,600 | New |
| McAdam, LLC | 21,441 | $164.5K | 0.01% | +22+0.1% | Added |
| Kovack Advisors, Inc. | 22,208 | $161.9K | 0.01% | +8,575+62.9% | Added |
| 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 |
| Abel Hall, LLC | 19,813 | $152.0K | 0.03% | +19,813 | New |
| Brown Advisory Inc | 19,801 | $151.9K | 0.00% | +7,075+55.6% | Added |
| Dark Forest Capital Management LP | 19,781 | $151.7K | 0.01% | +19,781 | New |
| Principal Financial Group Inc | 19,710 | $151.2K | 0.00% | +3,050+18.3% | Added |
| Mirabella Financial Services LLP | 19,641 | $150.6K | 0.01% | +19,641 | New |
| Pensionmark Financial Group, LLC | 19,079 | $146.3K | 0.00% | +19,079 | New |
| LBMC Investment Advisors, LLC | 19,000 | $145.7K | 0.01% | +19,000 | New |
| Prime Capital Investment Advisors, LLC | 18,870 | $144.7K | 0.00% | +18,870 | New |
| DnB Asset Management AS | 18,843 | $144.5K | 0.00% | +18,843 | New |
| Envestnet Asset Management Inc | 18,146 | $139.2K | 0.00% | +18,146 | New |
| Sigma Planning Corp | 17,715 | $135.9K | 0.00% | +715+4.2% | Added |
| WealthCare Investment Partners, LLC | 16,510 | $133.2K | 0.04% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 17,030 | $130.6K | 0.03% | +17,030 | New |
| Bank of Montreal | 16,914 | $129.7K | 0.00% | +6,893+68.8% | Added |
| Neuberger Berman Group LLC | 16,878 | $129.5K | 0.00% | +16,878 | New |
| Vigilare Wealth Management | 16,820 | $129.0K | 0.04% | +6,120+57.2% | Added |
| Richmond Investment Services, LLC | 16,750 | $128.5K | 0.02% | +16,750 | New |
| Sowell Financial Services LLC | 16,572 | $127.1K | 0.00% | −87,119−84.0% | Reduced |
| Amundi | 16,526 | $126.8K | 0.00% | +16,526 | New |
| CAPROCK Group, Inc. | 16,127 | $123.7K | 0.00% | +16,127 | New |
| Wealthfront Advisers LLC | 16,004 | $122.8K | 0.00% | +16,004 | New |
| Nisa Investment Advisors, LLC | 15,016 | $115.2K | 0.00% | +12,874+601.0% | 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 |
| Steward Partners Investment Advisory, LLC | 14,974 | $114.9K | 0.00% | +6,698+80.9% | Added |
| IHT Wealth Management, LLC | 14,826 | $113.7K | 0.00% | +4,716+46.6% | Added |
| Daybright Advisory Services, Inc. | 14,819 | $113.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15,540 | $111.0K | 0.00% | +15,540 | New |
| Concurrent Investment Advisors, LLC | 14,463 | $110.9K | 0.00% | +14,463 | New |
| Engineers Gate Manager LP | 14,403 | $110.5K | 0.00% | −12,565−46.6% | Reduced |
| Maia Wealth LLC | 14,396 | $110.4K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 14,338 | $110.0K | 0.00% | +14,338 | New |
| United Bank | 14,300 | $109.7K | 0.04% | +14,300 | New |
| GTS Securities LLC | 14,185 | $108.8K | 0.00% | +14,185 | New |
| Journey Advisory Group, LLC | 14,150 | $108.5K | 0.01% | +14,150 | New |
| Norris Financial Group, LLC | 14,126 | $108.3K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 14,100 | $108.1K | 0.01% | +14,100 | New |
| AlphaCore Capital LLC | 14,055 | $107.8K | 0.00% | −2,986,489−99.5% | Reduced |
| EP Wealth Advisors, LLC | 14,011 | $107.5K | 0.00% | −3,429−19.7% | Reduced |
| Lido Advisors, LLC | 13,784 | $105.7K | 0.00% | −17,465−55.9% | Reduced |
| WealthPlan Investment Management, LLC | 13,650 | $104.7K | 0.01% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 13,150 | $100.9K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 12,998 | $99.7K | 0.03% | +12,998 | New |
| Firethorn Wealth Partners, LLC | 12,210 | $93.7K | 0.03% | +12,210 | New |
| Mercer Global Advisors Inc | 12,741 | $93.6K | 0.00% | −826−6.1% | Reduced |
| Brinker Capital Investments, LLC | 12,174 | $93.4K | 0.00% | +12,174 | New |
| Gotham Asset Management, LLC | 12,137 | $93.1K | 0.00% | +12,137 | New |
| Cerity Partners LLC | 12,085 | $92.7K | 0.00% | +1,098+10.0% | Added |
| Diversify Wealth Management, LLC | 12,995 | $90.4K | 0.00% | +12,995 | New |
| Empowered Funds, LLC | 11,689 | $89.7K | 0.00% | −2,276−16.3% | Reduced |
| Vestor Capital, LLC | 11,536 | $88.0K | 0.01% | +11,536 | New |
| Integrated Wealth Concepts LLC | 11,400 | $87.4K | 0.00% | +11,400 | New |
| Walleye Partners, LLC | 11,394 | $87.4K | 0.11% | +11,394 | New |
| DRW Securities, LLC | 11,139 | $85.4K | 0.00% | −53,033−82.6% | Reduced |
| Everence Capital Management Inc | 11,028 | $85.0K | 0.01% | +11,028 | New |
| Cypress Wealth Services, LLC | 11,000 | $84.4K | 0.01% | +11,000 | New |
| Curran Financial Partners, LLC | 10,642 | $81.6K | 0.01% | +10,642 | New |
| Atomi Financial Group, Inc. | 10,523 | $80.7K | 0.00% | +18+0.2% | Added |
| US Bancorp | 10,501 | $80.5K | 0.00% | +8,501+425.0% | Added |
| Change Path, LLC | 10,480 | $80.4K | 0.00% | +10,480 | New |
| Envision Financial Planning, LLC | 10,450 | $80.2K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 10,307 | $79.0K | 0.00% | +10,307 | New |
| Mayflower Financial Advisors, LLC | 10,212 | $78.3K | 0.01% | +10,212 | New |
| Aaron Wealth Advisors | 10,184 | $78.1K | 0.00% | +10,184 | New |
| Financial Enhancement Group LLC | 10,000 | $77.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Allspring Global Investments Holdings, LLC | 10,189 | $73.1K | 0.00% | +10,189 | New |
| RHL Group, LLC | 9,356 | $71.8K | 0.06% | +9,356 | New |
| Northwestern Mutual Wealth Management Co | 6,900 | $52.9K | 0.00% | −1,600−18.8% | Reduced |
| Rockefeller Capital Management L.P. | 6,020 | $46.2K | 0.00% | +4,730+366.7% | Added |
| Archer Investment Corp | 5,872 | $45.0K | 0.01% | +2,358+67.1% | Added |
| Geneos Wealth Management Inc. | 5,754 | $44.1K | 0.00% | +4,907+579.3% | Added |