Who owns Immix Biopharma (IMMX)
Which tracked institutional funds hold IMMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMMX 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
The tracked-fund tape on IMMX is one-sided between 2026-Q1 and 2026-Q2: 44 added or opened and 9 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
IMMX’s largest tracked holder by dollar value, Jupiter Topco LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IMMX 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 105 tracked filers holding IMMX, 78 increased or opened the position and 28 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 IMMX 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 13
- Jupiter Topco LLC$101M
- Deep Track Capital, LP$29M
- Opaleye Management Inc.$24M
- WELLINGTON MANAGEMENT GROUP LLP$15M
- AMERIPRISE FINANCIAL INC$5M
- BALYASNY ASSET MANAGEMENT L.P.$4M
Full exits 4
- JANUS HENDERSON GROUP PLC$44M
- Hudson Bay Capital Management LP$578K
- Brevan Howard Capital Management LP$524K
- Palumbo Wealth Management LLC$503K
Largest adds
- STATE STREET CORP$29M
- BlackRock, Inc.$27M
- UBS Group AG$19M
- EVENTIDE ASSET MANAGEMENT, LLC$17M
- Saturn V Capital Management LP$14M
- PRICE T ROWE ASSOCIATES INC /MD/$14M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Logos Global Management LP$850K
- SEI INVESTMENTS CO$646K
- Blue Owl Capital Holdings LP$477K
- XTX Topco Ltd$321K
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 |
|---|---|---|---|---|
| Jupiter Topco LLC new | 9,783,192 | $101M | 17.4% | 2026-Q2 |
| Saturn V Capital Management LP added | 4,658,429 | $48M | 8.3% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 3,891,019 | $40M | 6.9% | 2026-Q2 |
| STATE STREET CORP added | 2,996,935 | $31M | 5.3% | 2026-Q2 |
| BlackRock, Inc. added | 2,989,972 | $31M | 5.3% | 2026-Q2 |
| Deep Track Capital, LP new | 2,775,000 | $29M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,507,122 | $26M | 4.5% | 2026-Q2 |
| Opaleye Management Inc. new | 2,345,000 | $24M | 4.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,066,426 | $21M | 3.7% | 2026-Q2 |
| UBS Group AG added | 1,941,817 | $20M | 3.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,794,908 | $19M | 3.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,739,919 | $18M | 3.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 1,473,409 | $15M | 2.6% | 2026-Q2 |
| GREAT POINT PARTNERS LLC added | 1,277,642 | $13M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,201,097 | $12M | 2.1% | 2026-Q2 |
| Velan Capital Investment Management LP added | 1,085,000 | $11M | 1.9% | 2026-Q2 |
| Logos Global Management LP trimmed | 1,000,000 | $10M | 1.8% | 2026-Q2 |
| Bleichroeder LP | 1,000,000 | $10M | 1.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 969,120 | $10M | 1.7% | 2026-Q2 |
| Burkehill Global Management, LP added | 544,118 | $6M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 518,881 | $5M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 506,157 | $5M | 0.9% | 2026-Q2 |
| Blue Owl Capital Holdings LP trimmed | 437,552 | $5M | 0.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 418,051 | $4M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 417,227 | $4M | 0.7% | 2026-Q2 |
| LGT Fund Management Co Ltd. | 416,594 | $4M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 413,145 | $4M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 406,032 | $4M | 0.7% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 337,552 | $3M | 0.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 283,711 | $3M | 0.5% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. new | 270,000 | $3M | 0.5% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 255,000 | $3M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 235,720 | $2M | 0.4% | 2026-Q2 |
| KVP Capital Advisors, LP | 230,423 | $2M | 0.4% | 2026-Q2 |
| TD Asset Management Inc added | 214,090 | $2M | 0.4% | 2026-Q2 |
| J. Goldman & Co LP trimmed | 198,732 | $2M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 174,107 | $2M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 159,474 | $2M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 146,854 | $2M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 141,964 | $1M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 127,256 | $1M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 113,320 | $1M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 102,979 | $1M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 93,106 | $960K | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 92,825 | $957K | 0.2% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 88,550 | $913K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80,000 | $825K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 70,682 | $729K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 70,654 | $728K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 70,062 | $722K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 67,348 | $694K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC new | 58,486 | $603K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 53,056 | $547K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 50,944 | $525K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 40,861 | $421K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 40,495 | $418K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 40,181 | $414K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 39,290 | $358K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 38,731 | $399K | 0.1% | 2026-Q2 |
| Virtus Investment Advisers, LLC new | 38,721 | $399K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 37,637 | $388K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 35,325 | $364K | 0.1% | 2026-Q2 |
| CERTUITY, LLC | 35,000 | $361K | 0.1% | 2026-Q2 |
| PROFUND ADVISORS LLC new | 29,305 | $302K | 0.1% | 2026-Q2 |
| Imprint Wealth LLC trimmed | 26,233 | $270K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 25,629 | $265K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC new | 24,932 | $257K | 0.0% | 2026-Q2 |
| TritonPoint Partners, LLC | 24,526 | $253K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 24,000 | $247K | 0.0% | 2026-Q2 |
| Invesco Ltd. new | 22,318 | $230K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 22,095 | $228K | 0.0% | 2026-Q2 |
| Quent Capital, LLC new | 20,000 | $206K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 19,575 | $205K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP new | 17,830 | $184K | 0.0% | 2026-Q2 |
| DRW Securities, LLC new | 16,402 | $169K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 14,400 | $148K | 0.0% | 2026-Q2 |
| State of Wyoming new | 13,589 | $140K | 0.0% | 2026-Q2 |
| Scientech Research LLC new | 13,524 | $139K | 0.0% | 2026-Q2 |
| Kera Capital Partners, Inc. | 13,000 | $134K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 12,820 | $132K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey new | 12,115 | $125K | 0.0% | 2026-Q2 |
| Magnetar Financial LLC new | 10,954 | $113K | 0.0% | 2026-Q2 |
| LPL Financial LLC new | 10,552 | $109K | 0.0% | 2026-Q2 |
| Snowden Capital Advisors LLC | 10,000 | $103K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 10,000 | $103K | 0.0% | 2026-Q2 |
| Everhart Financial Group, Inc. new | 10,000 | $103K | 0.0% | 2026-Q2 |
| STRS OHIO new | 8,100 | $84K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 7,245 | $75K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,275 | $65K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 6,000 | $56K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 4,000 | $41K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 3,985 | $41K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 3,811 | $39K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. new | 3,728 | $38K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 3,284 | $34K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ new | 3,140 | $32K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,929 | $30K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,356 | $14K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC | 879 | $9K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 566 | $6K | 0.0% | 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.