Who owns ImmunityBio (IBRX)
Which tracked institutional funds hold IBRX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBRX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
90 tracked funds added or opened IBRX while 38 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IBRX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IBRX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBRX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 386 tracked filers holding IBRX, 201 increased or opened the position and 159 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IBRX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- FIRST TRUST ADVISORS LP$11M
- Sound Capital Solutions LLC$10M
- RENAISSANCE TECHNOLOGIES LLC$9M
- Squarepoint Ops LLC$7M
- Trexquant Investment LP$6M
- CenterBook Partners LP$4M
Full exits 14
- HRT FINANCIAL LP$30M
- TUDOR INVESTMENT CORP ET AL$4M
- Informed Momentum Co LLC$2M
- Jump Financial, LLC$2M
- Jefferies Financial Group Inc.$2M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- BlackRock, Inc.$96M
- TWO SIGMA INVESTMENTS, LP$64M
- STATE STREET CORP$52M
- MILLENNIUM MANAGEMENT LLC$38M
- VANGUARD PORTFOLIO MANAGEMENT LLC$31M
- GEODE CAPITAL MANAGEMENT, LLC$25M
Largest trims
- Private Advisor Group, LLC$11M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- BARCLAYS PLC$8M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$7M
- JANE STREET GROUP, LLC$5M
- Woodline Partners LP$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 34,083,262 | $298M | 17.7% | 2026-Q2 |
| STATE STREET CORP added | 21,398,438 | $187M | 11.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 17,863,911 | $156M | 9.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 15,691,579 | $137M | 8.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 11,551,019 | $101M | 6.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 11,097,106 | $97M | 5.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 9,847,896 | $86M | 5.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 5,579,793 | $49M | 2.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,565,248 | $31M | 1.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,432,678 | $30M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,234,277 | $28M | 1.7% | 2026-Q2 |
| UBS Group AG added | 3,195,728 | $28M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,888,607 | $25M | 1.5% | 2026-Q2 |
| Woodline Partners LP trimmed | 2,500,189 | $22M | 1.3% | 2026-Q2 |
| SEB Asset Management AB | 2,447,150 | $21M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,412,338 | $21M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,184,489 | $19M | 1.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,721,902 | $15M | 0.9% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,713,200 | $15M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,542,717 | $14M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,450,180 | $13M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,314,760 | $12M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,214,667 | $11M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 1,140,476 | $10M | 0.6% | 2026-Q2 |
| Sound Capital Solutions LLC new | 1,120,808 | $10M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,029,399 | $9M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 1,021,057 | $9M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 875,621 | $8M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 859,612 | $8M | 0.4% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 847,659 | $7M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 760,993 | $7M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 737,031 | $6M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 730,336 | $6M | 0.4% | 2026-Q2 |
| Winning Points Advisors, LLC added | 726,258 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 722,000 | $6M | 0.4% | 2026-Q2 |
| Clearwater Capital Advisors, LLC | 717,524 | $6M | 0.4% | 2026-Q2 |
| Trexquant Investment LP new | 696,547 | $6M | 0.4% | 2026-Q2 |
| ALLEN HOLDING INC /NY | 687,571 | $6M | 0.4% | 2026-Q2 |
| Kercheville Advisors, LLC added | 644,685 | $6M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 582,182 | $5M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 550,276 | $5M | 0.3% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 549,126 | $5M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 538,924 | $5M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 531,957 | $5M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 527,460 | $4M | 0.2% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 512,572 | $4M | 0.3% | 2026-Q2 |
| CenterBook Partners LP new | 495,942 | $4M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 487,571 | $4M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 476,935 | $4M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 451,125 | $4M | 0.2% | 2026-Q2 |
| Legacy Capital Group California, Inc. new | 446,000 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 441,444 | $4M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 424,191 | $4M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 410,655 | $4M | 0.2% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 403,910 | $4M | 0.2% | 2026-Q2 |
| CLOUGH CAPITAL PARTNERS L P added | 399,216 | $3M | 0.2% | 2026-Q2 |
| Plancorp, LLC trimmed | 396,354 | $3M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 387,700 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 360,272 | $3M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 346,416 | $3M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 341,711 | $3M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 302,989 | $3M | 0.2% | 2026-Q2 |
| MOR Wealth Management, LLC added | 302,447 | $3M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 278,274 | $2M | 0.1% | 2026-Q2 |
| NIA IMPACT ADVISORS, LLC added | 270,167 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 267,122 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 263,233 | $2M | 0.1% | 2026-Q2 |
| Tidal Investments LLC new | 252,048 | $2M | 0.1% | 2026-Q2 |
| Headlands Technologies LLC trimmed | 248,550 | $2M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 243,678 | $2M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 241,956 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 225,100 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 222,862 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 218,256 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 209,163 | $2M | 0.1% | 2026-Q2 |
| Carr Financial Group Corp trimmed | 207,288 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 203,411 | $2M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 193,340 | $2M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 188,966 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 182,763 | $2M | 0.1% | 2026-Q2 |
| PROFUND ADVISORS LLC trimmed | 176,503 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 175,564 | $2M | 0.1% | 2026-Q2 |
| MFG WEALTH MANAGEMENT, INC. trimmed | 173,885 | $2M | 0.1% | 2026-Q2 |
| China Universal Asset Management Co., Ltd. trimmed | 166,687 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 165,954 | $1M | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 163,786 | $1M | 0.1% | 2026-Q2 |
| Rathbones Group PLC added | 163,220 | $1M | 0.1% | 2026-Q2 |
| Davidson Kahn Capital Management, LLC new | 163,092 | $1M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 157,793 | $1M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 157,439 | $1M | 0.1% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 157,200 | $1M | 0.1% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. new | 147,000 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 143,716 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 138,229 | $1M | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 136,632 | $1M | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 136,321 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 136,045 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 131,918 | $1M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC new | 130,582 | $1M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 129,381 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.