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ImmunityBio (IBRX) Institutional Ownership

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$7.79 -0.43 (-5.23%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$7.98 +0.20 (+2.50%)
As of 06:09 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for ImmunityBio (NASDAQ:IBRX)

Current
Institutional Ownership
Percentage
8.58%
Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$214.69M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$35.36M
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IBRX Institutional Buying and Selling by Quarter

ImmunityBio Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Doliver Advisors LP100,000$876K0.2%+100.0%0.010%
7/10/2026 Handelsbanken Fonder AB158,200$1.39M0.0%-10.6%0.015%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,750$112K0.0%-15.0%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.403,910$3.54M0.1%-0.9%0.039%
7/8/2026 Strategic Investment Solutions Inc. IL11,037$97K0.0%+2,374.7%0.001%
7/8/2026 MFG Wealth Management Inc.173,885$1.52M1.1%-0.8%0.017%
7/2/2026 Collective Family Office LLC157,200$1.38M0.3%+3.1%0.015%
6/16/2026Empowered Funds LLC11,689$90K0.0%-16.3%0.001%
6/9/2026Rathbones Group PLC153,420$1.18M0.0%-5.0%0.015%
5/21/2026Vestor Capital LLC11,536$88K0.0%N/A0.001%
5/20/2026Arete Wealth Advisors LLC586,734$4.50M0.3%N/A0.056%
5/20/2026Norris Financial Group LLC14,126$108K0.0%N/A0.001%
5/19/2026Western Wealth Management LLC5,750$44K0.0%N/A0.001%
5/19/2026Bank of America Corp DE2,447,843$18.78M0.0%+2.7%0.234%
5/19/2026Janus Henderson Group PLC157,439$1.20M0.0%+32.6%0.015%
5/19/2026Arete Wealth Advisors LLC586,734$4.50M0.3%N/A0.056%
5/18/2026Amundi16,526$127K0.0%N/A0.002%
5/18/2026Parvin Asset Management LLC40,000$307K0.2%N/A0.004%
5/18/2026California State Teachers Retirement System386,334$2.96M0.0%+21.8%0.037%
5/18/2026Royal Bank of Canada1,486,049$11.40M0.0%+1,731.8%0.142%
5/18/2026Empowered Funds LLC11,689$90K0.0%-16.3%0.001%
5/16/2026The Manufacturers Life Insurance Company 191,097$1.47M0.0%+13.7%0.018%
5/16/2026Quantinno Capital Management LP32,209$247K0.0%N/A0.003%
5/16/2026Clough Capital Partners L P94,041$721K0.1%N/A0.009%
5/16/2026SummitTX Capital L.P.48,800$374K0.0%N/A0.005%
5/15/2026Waverly Advisors LLC27,558$211K0.0%-38.6%0.003%
5/14/2026Sei Investments Co.39,330$302K0.0%-49.6%0.004%
5/14/2026Lido Advisors LLC13,784$106K0.0%-90.3%0.001%
5/13/2026Cetera Investment Advisers946,709$7.26M0.0%+2,483.3%0.090%
5/13/2026Clearwater Capital Advisors LLC717,524$5.50M0.4%-15.1%0.069%
5/8/2026PNC Financial Services Group Inc.39,030$299K0.0%+11.2%0.004%
5/8/2026Cutler Investment Counsel LLC100,000$767K0.1%N/A0.010%
5/7/2026Dimensional Fund Advisors LP110,009$844K0.0%+345.3%0.011%
5/7/2026KBC Group NV10,307$79K0.0%N/A0.001%
5/7/2026SEB Asset Management AB2,447,150$18.77M0.1%N/A0.234%
5/7/2026Swiss National Bank682,400$5.23M0.0%+4.6%0.065%
5/6/2026Allspring Global Investments Holdings LLC10,189$73K0.0%N/A0.001%
5/5/2026BCGM Wealth Management LLC17,030$131K0.0%N/A0.002%
5/5/2026Wealthfront Advisers LLC16,004$123K0.0%N/A0.002%
5/5/2026D.A. Davidson & CO.558,209$4.28M0.0%N/A0.053%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

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5/5/2026Bank of New York Mellon Corp831,430$6.38M0.0%-5.8%0.081%
5/5/2026Journey Advisory Group LLC14,150$109K0.0%N/A0.001%
5/5/2026Geneos Wealth Management Inc.5,754$44K0.0%+579.3%0.001%
5/4/2026Retirement Planning Group LLC80,422$617K0.0%N/A0.008%
5/4/2026Bleakley Financial Group LLC163,572$1.26M0.0%N/A0.016%
5/4/2026Archer Investment Corp5,872$45K0.0%+67.1%0.001%
5/4/2026Principal Financial Group Inc.19,710$151K0.0%+18.3%0.002%
5/4/2026Chicago Partners Investment Group LLC22,954$185K0.0%-6.9%0.002%
5/2/2026United Bank14,300$110K0.0%N/A0.001%
5/2/2026Diversify Wealth Management LLC12,995$100K0.0%N/A0.001%
5/1/2026Sequoia Financial Advisors LLC26,743$205K0.0%-7.1%0.003%
5/1/2026KLCM Advisors Inc.29,000$222K0.0%N/A0.003%
4/30/2026Cherry Creek Investment Advisors Inc.74,581$572K0.2%+435.5%0.007%
4/30/2026Kestra Advisory Services LLC103,378$793K0.0%+15.1%0.010%
4/29/2026Richmond Investment Services LLC16,750$128K0.0%N/A0.002%
4/28/2026Hodges Capital Management Inc.10,000$77K0.0%N/A0.001%
4/28/2026Abel Hall LLC19,813$152K0.0%N/A0.002%
4/28/2026Praxis Investment Management Inc.11,028$85K0.0%N/A0.001%
4/27/2026World Investment Advisors19,079$146K0.0%N/A0.002%
4/27/2026Private Advisor Group LLC1,648,556$12.64M0.1%+923.5%0.160%
4/27/2026MOR Wealth Management LLC283,247$2.17M1.0%+13.6%0.028%
4/23/2026 Mayflower Financial Advisors LLC10,212$78K0.0%N/A0.001%
4/23/2026Walleye Partners LLC11,394$87K0.1%N/A0.001%
4/22/2026Janney Montgomery Scott LLC70,937$544K0.0%+196.4%0.007%
4/22/2026Cornerstone Wealth Group LLC32,908$267K0.0%N/A0.003%
4/22/2026Pictet Asset Management Holding SA830,137$6.37M0.0%+2,365.7%0.081%
4/22/2026TigerOak Management L.L.C.72,368$555K0.2%+334.3%0.007%
4/21/2026Wealth Effects LLC118,350$908K0.3%+27.3%0.012%
4/21/2026Unique Wealth LLC32,938$253K0.0%N/A0.003%
4/21/2026Xcel Wealth Management LLC43,100$331K0.1%+115.5%0.004%
4/21/2026Aaron Wealth Advisors LLC10,184$78K0.0%N/A0.001%
4/20/2026Kercheville Advisors LLC643,137$4.93M1.6%+10.1%0.063%
4/17/2026Wealth Management Partners LLC39,860$306K0.1%+56.3%0.004%
4/16/2026SG Americas Securities LLC37,790$290K0.0%-23.0%0.004%
4/16/2026Sheets Smith Wealth Management552,025$4.23M0.5%-12.7%0.054%
3/9/2026Corient Private Wealth LLC186,375$369K0.0%-5.1%0.018%
2/23/2026Walser Wealth Management Company A Ltd Liability Co30,000$59K0.0%N/A0.003%
2/19/2026Invesco Ltd.182,836$362K0.0%+14.6%0.019%
2/19/2026Corient Private Wealth LLC333,149$660K0.0%+69.7%0.034%
2/18/2026Mercer Global Advisors Inc. ADV13,567$27K0.0%-20.0%0.001%
2/18/2026EP Wealth Advisors LLC17,440$35K0.0%N/A0.002%
2/18/2026Empowered Funds LLC13,965$28K0.0%N/A0.001%
2/18/2026VARCOV Co.264,557$524K0.2%N/A0.027%
2/18/2026Virtus Investment Advisers LLC289,581$573K0.2%+107.9%0.029%
2/18/2026Quadrature Capital Ltd436,869$865K0.0%+66.5%0.044%
2/18/2026Millennium Management LLC118,428$234K0.0%+145.2%0.012%
2/18/2026Man Group plc82,173$163K0.0%-19.0%0.008%
2/18/2026Engineers Gate Manager LP26,968$53K0.0%+15.3%0.003%
2/18/2026Balyasny Asset Management L.P.51,640$102K0.0%+191.3%0.005%
2/17/2026Schonfeld Strategic Advisors LLC44,780$89K0.0%-9.5%0.005%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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2/17/2026AQR Capital Management LLC46,625$92K0.0%-55.1%0.005%
2/17/2026Cetera Investment Advisers36,647$73K0.0%+47.6%0.004%
2/17/2026Kovack Advisors Inc.13,633$27K0.0%N/A0.001%
2/17/2026Price T Rowe Associates Inc. MD158,242$314K0.0%+30.7%0.016%
2/17/2026Osaic Holdings Inc.225,128$446K0.0%-1.0%0.023%
2/17/2026California State Teachers Retirement System317,119$628K0.0%+27.4%0.032%
2/17/2026Russell Investments Group Ltd.21,958$43K0.0%-10.9%0.002%
2/17/2026Atom Investors LP36,207$72K0.0%N/A0.004%
2/17/2026State of Wisconsin Investment Board83,538$165K0.0%-4.9%0.008%
2/17/2026ExodusPoint Capital Management LP367,881$728K0.0%+126.6%0.037%


IBRX Institutional Ownership - Frequently Asked Questions

During the previous two years, 249 institutional investors and hedge funds held shares of ImmunityBio. The most heavily invested institutionals were Vanguard Group Inc. ($64.90M), State Street Corp ($32.58M), Armistice Capital LLC ($20.50M), Bank of America Corp DE ($18.78M), SEB Asset Management AB ($18.77M), Heights Capital Management Inc. ($16.15M), and Geode Capital Management LLC ($15.68M).Learn more on ImmunityBio's institutional investors.

8.58% of ImmunityBio's stock is owned by institutional investors. Learn more on IBRX's institutional investor holdings.

Of the 235 institutional investors that purchased ImmunityBio's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($14.40M), Armistice Capital LLC ($7.76M), Heights Capital Management Inc. ($6.57M), State Street Corp ($5.93M), Goldman Sachs Group Inc. ($5.01M), Woodline Partners LP ($4.85M), and AlphaCore Capital LLC ($3.00M).

Institutional investors have bought a total of 68,648,479 shares in the last 24 months. This purchase volume represents approximately $214.69M in transactions.

Of the 56 institutional investors that sold ImmunityBio's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($7.08M), Millennium Management LLC ($3.20M), Royal Bank of Canada ($799.25K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($358.97K), First Trust Advisors LP ($276.67K), Brevan Howard Capital Management LP ($202.72K), and Verition Fund Management LLC ($168.68K).

Institutional investors have sold a total of 13,522,076 shares in the last 24 months. This volume of shares sold represents approximately $35.36M in transactions.



This page (NASDAQ:IBRX) was last updated on 7/14/2026 by MarketBeat.com Staff.
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