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, Q2 2026
Institutional positions in ImmunityBio, Inc. as of Jun 30, 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
- 405
- +22 vs. Q1 2026
- Shares held
- 201.9M
- +23.5M (+13.2%) vs. Q1 2026
- Total value
- $1.76B
- +$399.8M (+29.3%) vs. Q1 2026
- New holders
- 66
- 142 more added
- Sold out
- 44
- 102 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding ImmunityBio, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $27 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $35 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 6 | $59 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $65 | 0.00% | +7 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 15 | $131 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17 | $149 | 0.00% | +17 | New |
| LRI Investments, LLC | 17 | $149 | 0.00% | +17 | New |
| CoreCap Advisors, LLC | 23 | $201 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $236 | 0.00% | +20+285.7% | Added |
| HFM Investment Advisors, LLC | 28 | $246 | 0.00% | +28 | New |
| DiNuzzo Private Wealth, Inc. | 36 | $316 | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 50 | $438 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $438 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 67 | $587 | 0.00% | +67 | New |
| Bare Financial Services, Inc | 76 | $665 | 0.00% | −53−41.1% | Reduced |
| Main Street Group, LTD | 90 | $788 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 100 | $876 | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 100 | $920 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 106 | $928 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 107 | $937 | 0.00% | +107 | New |
| SJS Investment Consulting Inc. | 118 | $1.03K | 0.00% | +108+1,080.0% | Added |
| Synergy Investment Management, LLC | 134 | $1.17K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 140 | $1.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 157 | $1.38K | 0.00% | +43+37.7% | Added |
| JFS Wealth Advisors, LLC | 158 | $1.38K | 0.00% | +158 | New |
| Keating Financial Advisory Services, Inc. | 166 | $1.45K | 0.00% | +35+26.7% | Added |
| Massmutual Trust Co FSB | 262 | $2.29K | 0.00% | +262 | New |
| Spire Wealth Management | 270 | $2.36K | 0.00% | −229−45.9% | Reduced |
| Parkside Financial Bank & Trust | 280 | $2.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 290 | $2.54K | 0.00% | −35−10.8% | Reduced |
| CVA Family Office, LLC | 308 | $2.70K | 0.00% | +308 | New |
| Decker Retirement Planning Inc. | 349 | $3.06K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 350 | $3.06K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 393 | $3.44K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 421 | $3.69K | 0.00% | +421 | New |
| EverSource Wealth Advisors, LLC | 452 | $3.96K | 0.00% | −15−3.2% | Reduced |
| TSFG, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $4.36K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $4.38K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 500 | $4.38K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 500 | $4.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 505 | $4.42K | 0.00% | +130+34.7% | Added |
| Avion Wealth | 666 | $5.00K | 0.00% | −200−23.1% | Reduced |
| Ronald Blue Trust, Inc. | 668 | $5.85K | 0.00% | −104−13.5% | Reduced |
| West Branch Capital LLC | 750 | $6.57K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 806 | $7.05K | 0.00% | +806 | New |
| Quent Capital, LLC | 815 | $7.13K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 900 | $7.88K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 985 | $8.62K | 0.00% | −391−28.4% | Reduced |
| Central Trust Co | 1,000 | $8.76K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,000 | $8.76K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $8.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,046 | $9.16K | 0.00% | +46+4.6% | Added |
| GAMMA Investing LLC | 1,051 | $9.20K | 0.00% | −1,019−49.2% | Reduced |
| Atlantic Union Bankshares Corp | 1,062 | $9.30K | 0.00% | +680+178.0% | Added |
| Covestor Ltd | 1,133 | $10.0K | 0.01% | +1,073+1,788.3% | Added |
| American Capital Advisory, LLC | 1,227 | $10.7K | 0.00% | +60+5.1% | Added |
| BFSG, LLC | 1,300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,311 | $11.5K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 1,350 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,358 | $11.9K | 0.00% | −1,935−58.8% | Reduced |
| ZRC Wealth Management, LLC | 1,500 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,655 | $14.5K | 0.01% | +1,655 | New |
| IFP Advisors, Inc | 1,700 | $14.9K | 0.00% | −15−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,700 | $14.9K | 0.00% | +1,500+750.0% | Added |
| Crews Bank & Trust | 1,800 | $15.8K | 0.00% | +800+80.0% | Added |
| Key Financial Inc | 2,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,143 | $18.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,225 | $19.5K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2,227 | $19.5K | 0.01% | +565+34.0% | Added |
| Blume Capital Management, Inc. | 2,300 | $20.1K | 0.00% | +2,300 | New |
| MCF Advisors LLC | 2,646 | $23.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 3,000 | $26.3K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 3,305 | $28.9K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 3,307 | $29.0K | 0.01% | +3,307 | New |
| Kemnay Advisory Services Inc. | 3,524 | $30.9K | 0.00% | +422+13.6% | Added |
| Los Angeles Capital Management LLC | 3,550 | $31.1K | 0.00% | +258+7.8% | Added |
| Nisa Investment Advisors, LLC | 4,601 | $40.3K | 0.00% | −10,415−69.4% | Reduced |
| Golden State Wealth Management, LLC | 4,700 | $41.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5,015 | $43.9K | 0.00% | +5,015 | New |
| RHL Group, LLC | 5,056 | $45.5K | 0.04% | −4,300−46.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,259 | $46.0K | 0.00% | −476−8.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,371 | $47.0K | 0.01% | −19,654−78.5% | Reduced |
| Colonial Trust Advisors | 5,425 | $47.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,517 | $48.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,700 | $49.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,754 | $50.4K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,786 | $51.0K | 0.00% | +5,786 | New |
| Archer Investment Corp | 5,872 | $51.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,965 | $52.2K | 0.00% | −55−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,800 | $59.5K | 0.00% | −100−1.4% | Reduced |
| Fifth Third Bancorp | 7,500 | $65.7K | 0.00% | +7,284+3,372.2% | Added |
| Pensionmark Financial Group, LLC | 11,179 | $85.7K | 0.00% | −7,900−41.4% | Reduced |
| Financial Enhancement Group LLC | 10,000 | $87.5K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,000 | $87.5K | 0.01% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 10,000 | $87.5K | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 10,000 | $87.5K | 0.01% | 00.0% | Unchanged |