Who owns IBRX (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-Q1 13F filings. 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
The tracked-fund tape on IBRX is one-sided between 2025-Q4 and 2026-Q1: 151 added or opened and 18 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 386 tracked filers holding IBRX, 283 increased or opened the position and 97 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 37
- VANGUARD PORTFOLIO MANAGEMENT LLC$125M
- VANGUARD CAPITAL MANAGEMENT LLC$116M
- D. E. Shaw & Co., Inc.$96M
- HRT FINANCIAL LP$30M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$22M
- SEB Asset Management AB$19M
Full exits 12
- VANGUARD GROUP INC$60M
- TANG CAPITAL MANAGEMENT LLC$5M
- Squarepoint Ops LLC$3M
- Skandinaviska Enskilda Banken AB (publ)$3M
- RENAISSANCE TECHNOLOGIES LLC$2M
- TWO SIGMA ADVISERS, LP$2M
Largest adds
- BlackRock, Inc.$151M
- STATE STREET CORP$103M
- GEODE CAPITAL MANAGEMENT, LLC$46M
- TWO SIGMA INVESTMENTS, LP$24M
- MORGAN STANLEY$21M
- Woodline Partners LP$20M
Largest trims
- JANE STREET GROUP, LLC$23M
- AlphaCore Capital LLC$6M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- Accurate Wealth Management, LLC$777K
- Sculptor Capital LP$541K
- LOS ANGELES CAPITAL MANAGEMENT LLC$287K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 26,346,443 | $202M | 14.3% | 2026-Q1 |
| STATE STREET CORP added | 17,708,103 | $136M | 9.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,322,844 | $125M | 8.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 15,127,714 | $116M | 8.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 12,571,597 | $96M | 6.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,031,921 | $62M | 4.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 4,385,500 | $34M | 2.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,018,869 | $31M | 2.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 3,925,446 | $30M | 2.1% | 2026-Q1 |
| Woodline Partners LP added | 3,447,346 | $26M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,237,078 | $25M | 1.8% | 2026-Q1 |
| UBS Group AG added | 2,944,888 | $23M | 1.6% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 2,927,552 | $22M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,504,781 | $19M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,477,941 | $19M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,447,843 | $19M | 1.3% | 2026-Q1 |
| SEB Asset Management AB new | 2,447,150 | $19M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,123,128 | $16M | 1.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,890,100 | $14M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,648,556 | $13M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,486,049 | $11M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,420,244 | $11M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,386,591 | $11M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,489,509 | $10M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,179,276 | $9M | 0.6% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 1,157,158 | $9M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 946,709 | $7M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 879,571 | $7M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 864,630 | $7M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 831,430 | $6M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 830,137 | $6M | 0.4% | 2026-Q1 |
| Clearwater Capital Advisors, LLC trimmed | 717,524 | $6M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 704,232 | $5M | 0.4% | 2026-Q1 |
| ALLEN HOLDING INC /NY | 687,571 | $5M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 682,400 | $5M | 0.4% | 2026-Q1 |
| Kercheville Advisors, LLC added | 643,137 | $5M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 608,774 | $5M | 0.3% | 2026-Q1 |
| Arete Wealth Advisors, LLC new | 586,734 | $5M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 573,021 | $4M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. new | 558,209 | $4M | 0.3% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 552,025 | $4M | 0.3% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 545,404 | $4M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 532,675 | $4M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 514,721 | $4M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 491,093 | $4M | 0.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 407,444 | $3M | 0.2% | 2026-Q1 |
| Headlands Technologies LLC added | 397,170 | $3M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 389,102 | $3M | 0.2% | 2026-Q1 |
| Plancorp, LLC added | 407,592 | $3M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 386,334 | $3M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 375,701 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 362,055 | $3M | 0.2% | 2026-Q1 |
| Virtus Investment Advisers, LLC added | 357,747 | $3M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 349,522 | $3M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 345,700 | $3M | 0.2% | 2026-Q1 |
| Informed Momentum Co LLC new | 322,635 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 305,578 | $2M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 302,700 | $2M | 0.2% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 300,000 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 294,831 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 284,704 | $2M | 0.2% | 2026-Q1 |
| MOR Wealth Management, LLC added | 283,247 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 269,321 | $2M | 0.1% | 2026-Q1 |
| NIA IMPACT ADVISORS, LLC new | 268,797 | $2M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 268,370 | $2M | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 267,490 | $2M | 0.1% | 2026-Q1 |
| Virtu Financial LLC added | 262,298 | $2M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 253,692 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 252,348 | $2M | 0.1% | 2026-Q1 |
| Carr Financial Group Corp new | 251,628 | $2M | 0.1% | 2026-Q1 |
| PROFUND ADVISORS LLC added | 243,008 | $2M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 241,941 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 241,057 | $2M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 205,045 | $2M | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 199,200 | $2M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 191,552 | $1M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 191,097 | $1M | 0.1% | 2026-Q1 |
| FORA Capital, LLC new | 185,474 | $1M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 183,560 | $1M | 0.1% | 2026-Q1 |
| China Universal Asset Management Co., Ltd. added | 182,447 | $1M | 0.1% | 2026-Q1 |
| Handelsbanken Fonder AB added | 176,900 | $1M | 0.1% | 2026-Q1 |
| MFG WEALTH MANAGEMENT, INC. new | 175,350 | $1M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 176,929 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 168,356 | $1M | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 163,572 | $1M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 160,100 | $1M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 159,657 | $1M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 157,439 | $1M | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 156,604 | $1M | 0.1% | 2026-Q1 |
| Rathbones Group PLC trimmed | 153,420 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 30,301,538 | $60M | 4.2% | 2025-Q4 stale |
| ARMISTICE CAPITAL, LLC added | 7,764,000 | $20M | 1.4% | 2025-Q2 stale |
| HEIGHTS CAPITAL MANAGEMENT, INC new | 6,565,709 | $16M | 1.1% | 2025-Q3 stale |
| Octagon Capital Advisors LP new | 1,720,000 | $10M | 0.7% | 2025-Q1 stale |
| TANG CAPITAL MANAGEMENT LLC | 2,333,333 | $5M | 0.3% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 1,494,713 | $3M | 0.2% | 2025-Q4 stale |
| Skandinaviska Enskilda Banken AB (publ) | 1,324,871 | $3M | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 1,231,770 | $2M | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 1,142,256 | $2M | 0.2% | 2025-Q4 stale |
| GROUP ONE TRADING LLC trimmed | 766,908 | $2M | 0.1% | 2025-Q4 stale |
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.