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 |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 29,020 | $254.1K | 0.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 29,000 | $253.9K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 28,819 | $252.3K | 0.00% | +26,300+1,044.1% | Added |
| Verition Fund Management LLC | 28,280 | $247.6K | 0.00% | +28,280 | New |
| SRS Capital Advisors, Inc. | 27,788 | $243.3K | 0.00% | +25,933+1,398.0% | Added |
| Envestnet Asset Management Inc | 27,659 | $242.2K | 0.00% | +9,513+52.4% | Added |
| Sequoia Financial Advisors, LLC | 27,658 | $242.1K | 0.00% | +915+3.4% | Added |
| Leavell Investment Management, Inc. | 27,512 | $240.9K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 27,255 | $238.6K | 0.00% | −303−1.1% | Reduced |
| Private Capital Advisors, Inc. | 26,978 | $236.2K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 26,574 | $232.7K | 0.05% | +2,930+12.4% | Added |
| JustInvest LLC | 26,419 | $231.3K | 0.00% | −2,298−8.0% | Reduced |
| Swiss Life Asset Management Ltd | 26,177 | $229.2K | 0.00% | +2,741+11.7% | Added |
| Cerity Partners LLC | 26,009 | $227.7K | 0.00% | +13,924+115.2% | Added |
| Allianz Asset Management GmbH | 25,600 | $224.1K | 0.00% | −21,800−46.0% | Reduced |
| Joel Isaacson & Co., LLC | 25,000 | $218.9K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 26,334 | $216.5K | 0.00% | −1,294−4.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 24,629 | $215.6K | 0.00% | +2,725+12.4% | Added |
| Freestone Capital Holdings, LLC | 24,539 | $214.8K | 0.01% | 00.0% | Unchanged |
| Dillon & Associates Inc | 23,800 | $214.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,698 | $207.5K | 0.00% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 23,030 | $201.6K | 0.04% | +6,000+35.2% | Added |
| Optiver Holding B.V. | 22,559 | $197.5K | 0.00% | +19,865+737.4% | Added |
| New World Advisors LLC | 21,815 | $191.0K | 0.03% | +21,815 | New |
| GF Fund Management Co. Ltd. | 21,749 | $190.4K | 0.00% | −371−1.7% | Reduced |
| Miracle Mile Advisors, LLC | 21,650 | $189.5K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 20,808 | $188.6K | 0.01% | −1,400−6.3% | Reduced |
| Captrust Financial Advisors | 21,411 | $187.5K | 0.00% | −40,181−65.2% | Reduced |
| McAdam, LLC | 21,409 | $187.4K | 0.01% | −32−0.1% | Reduced |
| Aspiring Ventures, LLC | 21,000 | $183.9K | 0.05% | +21,000 | New |
| Ensign Peak Advisors, Inc | 20,850 | $182.5K | 0.00% | +20,850 | New |
| Mayflower Financial Advisors, LLC | 20,212 | $177.0K | 0.02% | +10,000+97.9% | Added |
| Ancora Advisors, LLC | 20,000 | $175.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 20,000 | $175.1K | 0.12% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,870 | $174.0K | 0.00% | +1,000+5.3% | Added |
| National Bank of Canada | 19,818 | $173.5K | 0.00% | −588,956−96.7% | Reduced |
| Tower Research Capital LLC (TRC) | 19,753 | $172.9K | 0.00% | −52,760−72.8% | Reduced |
| Chicago Partners Investment Group LLC | 22,901 | $169.5K | 0.00% | −53−0.2% | Reduced |
| Traynor Capital Management, Inc. | 19,200 | $168.1K | 0.01% | +19,200 | New |
| Vise Technologies, Inc. | 19,018 | $166.5K | 0.00% | +19,018 | New |
| Sigma Planning Corp | 19,015 | $166.5K | 0.00% | +1,300+7.3% | Added |
| LBMC Investment Advisors, LLC | 19,000 | $166.3K | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 18,843 | $165.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 18,359 | $160.7K | 0.00% | +3,896+26.9% | Added |
| Journey Advisory Group, LLC | 18,123 | $158.7K | 0.01% | +3,973+28.1% | Added |
| Bank of Montreal | 17,667 | $154.7K | 0.00% | +753+4.5% | Added |
| Pure Financial Advisors, Inc. | 17,629 | $154.3K | 0.00% | +3,291+23.0% | Added |
| Brown Advisory Inc | 17,420 | $152.5K | 0.00% | −2,381−12.0% | Reduced |
| Vigilare Wealth Management | 16,890 | $147.9K | 0.05% | +70+0.4% | Added |
| Neuberger Berman Group LLC | 16,864 | $147.6K | 0.00% | −14−0.1% | Reduced |
| R Squared Ltd | 16,737 | $146.5K | 0.08% | +16,737 | New |
| WealthCare Investment Partners, LLC | 16,710 | $146.3K | 0.04% | +200+1.2% | Added |
| Sowell Financial Services LLC | 16,576 | $145.1K | 0.00% | +40.0% | Added |
| Farther Finance Advisors, LLC | 16,195 | $141.8K | 0.00% | +655+4.2% | Added |
| CAPROCK Group, Inc. | 16,127 | $141.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 16,058 | $140.6K | 0.00% | +16,058 | New |
| US Bancorp | 15,641 | $136.9K | 0.00% | +5,140+48.9% | Added |
| Equitable Holdings, Inc. | 15,620 | $136.8K | 0.00% | +120+0.8% | Added |
| Ieq Capital, LLC | 15,100 | $132.2K | 0.00% | −10,000−39.8% | Reduced |
| Scientech Research LLC | 15,008 | $131.4K | 0.11% | −10,760−41.8% | Reduced |
| Sanders Morris Harris LLC | 15,000 | $131.3K | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 15,000 | $131.3K | 0.01% | +15,000 | New |
| Apollon Wealth Management, LLC | 14,867 | $130.2K | 0.00% | +14,867 | New |
| EP Wealth Advisors, LLC | 14,606 | $127.9K | 0.00% | +595+4.2% | Added |
| Maia Wealth LLC | 14,396 | $126.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 14,300 | $125.2K | 0.04% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 14,126 | $123.7K | 0.05% | 00.0% | Unchanged |
| VARCOV Co. | 13,906 | $121.7K | 0.05% | +13,906 | New |
| Mercer Global Advisors Inc | 13,848 | $121.2K | 0.00% | +1,107+8.7% | Added |
| Capital Investment Advisors, LLC | 13,789 | $120.7K | 0.00% | −7,948−36.6% | Reduced |
| WealthPlan Investment Management, LLC | 13,650 | $119.5K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 13,465 | $117.9K | 0.00% | −720−5.1% | Reduced |
| Empowered Funds, LLC | 13,205 | $115.6K | 0.00% | +1,516+13.0% | Added |
| Maltin Wealth Management, Inc. | 13,150 | $115.1K | 0.04% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,750 | $111.6K | 0.01% | −2,250−15.0% | Reduced |
| Vident Advisory, LLC | 12,475 | $109.2K | 0.00% | +12,475 | New |
| Prospera Financial Services Inc | 12,460 | $109.1K | 0.00% | +12,460 | New |
| Lido Advisors, LLC | 12,365 | $108.3K | 0.00% | −1,419−10.3% | Reduced |
| Firethorn Wealth Partners, LLC | 12,256 | $107.3K | 0.03% | +46+0.4% | Added |
| Daybright Advisory Services, Inc. | 14,819 | $106.3K | 0.03% | 00.0% | Unchanged |
| Walleye Partners, LLC | 11,997 | $105.0K | 0.12% | +603+5.3% | Added |
| Integrated Wealth Concepts LLC | 11,972 | $104.8K | 0.00% | +572+5.0% | Added |
| Diversify Wealth Management, LLC | 14,896 | $104.1K | 0.00% | +1,901+14.6% | Added |
| Diversify Advisory Services, LLC | 14,896 | $104.1K | 0.00% | +14,896 | New |
| Wealthfront Advisers LLC | 11,528 | $100.9K | 0.00% | −4,476−28.0% | Reduced |
| Hartford Financial Management Inc. | 11,498 | $100.7K | 0.02% | −1,500−11.5% | Reduced |
| Abel Hall, LLC | 11,204 | $98.1K | 0.02% | −8,609−43.5% | Reduced |
| PharVision Advisers, LLC | 11,198 | $98.0K | 1.85% | +11,198 | New |
| Nykredit A/S | 11,140 | $97.5K | 0.00% | +11,140 | New |
| Strategic Investment Solutions, Inc. | 11,037 | $96.6K | 0.02% | +10,591+2,374.7% | Added |
| Cypress Wealth Services, LLC | 11,000 | $96.3K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 10,698 | $93.7K | 0.00% | +9,698+969.8% | Added |
| Atomi Financial Group, Inc. | 10,523 | $92.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 10,489 | $92.0K | 0.00% | +10,489 | New |
| Envision Financial Planning, LLC | 10,450 | $91.5K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 10,372 | $90.8K | 0.02% | +10,372 | New |
| KBC Group NV | 10,307 | $90.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,262 | $89.8K | 0.00% | +10,262 | New |
| Abundance Wealth Counselors | 10,111 | $88.5K | 0.01% | +10,111 | New |
| Berkeley Capital Partners, LLC | 10,007 | $87.6K | 0.02% | +7+0.1% | Added |