IMMUNITYBIO INC (IBRX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 202,070,591 shares against 1,059,836,273 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $298.4M | 34,083,262 | 0.00% | 8q | +29.4%+$67.7M |
| STATE STREET CORP | $187.3M | 21,398,438 | 0.01% | 22q | +20.8%+$32.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $156.4M | 17,863,911 | 0.01% | 2q | +9.4%+$13.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $137.4M | 15,691,579 | 0.00% | 2q | +3.7%+$4.9M |
| D. E. Shaw & Co., Inc. | $101.1M | 11,551,019 | 0.05% | 2q | -8.1%-$8.9M |
| TWO SIGMA INVESTMENTS, LP | $97.2M | 11,097,106 | 0.07% | 7q | +153.0%+$58.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $86.2M | 9,847,896 | 0.00% | 22q | +22.6%+$15.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $73.3M incl. $72.8M options CALL+PUT | 65,961 | 0.01% | 22q | -94.4%-$1.2B |
| GROUP ONE TRADING LLC | $67.6M CALL+PUT | options only | 0.10% | 22q | OPTIONS |
| CITADEL ADVISORS LLC | $49.7M incl. $48.5M options CALL+PUT | 136,045 | 0.01% | 22q | -55.5%-$61.9M |
| MILLENNIUM MANAGEMENT LLC | $48.9M | 5,579,793 | 0.02% | 12q | +292.9%+$36.4M |
| LMR Partners LLP | $37.2M CALL+PUT | options only | 0.14% | 13q | OPTIONS |
| NORTHERN TRUST CORP | $31.2M | 3,565,248 | 0.00% | 22q | +42.3%+$9.3M |
| MORGAN STANLEY | $30.1M | 3,432,678 | 0.00% | 22q | -14.6%-$5.1M |
| GOLDMAN SACHS GROUP INC | $28.3M | 3,234,277 | 0.00% | 22q | HELD |
| UBS Group AG | $28.0M | 3,195,728 | 0.00% | 22q | +8.5%+$2.2M |
| GREAT POINT PARTNERS LLC | $26.3M PUT | options only | 4.97% | 2q | OPTIONS |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.3M | 2,888,607 | 0.00% | 22q | +16.6%+$3.6M |
| Woodline Partners LP | $21.9M | 2,500,189 | 0.07% | 9q | -27.5%-$8.3M |
| SEB Asset Management AB | $21.4M | 2,447,150 | 0.08% | 2q | HELD |
| JANE STREET GROUP, LLC | $21.1M incl. $20.5M options CALL+PUT | 72,397 | 0.00% | 11q | -89.7%-$184.4M |
| VANGUARD FIDUCIARY TRUST CO | $21.1M | 2,412,338 | 0.00% | 2q | +13.6%+$2.5M |
| BANK OF AMERICA CORP /DE/ | $19.1M | 2,184,489 | 0.00% | 22q | -10.8%-$2.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $15.1M | 1,721,902 | 0.06% | 2q | -41.2%-$10.6M |
| FEDERATED HERMES, INC. | $15.0M | 1,713,200 | 0.02% | 2q | +23.6%+$2.9M |
| ROYAL BANK OF CANADA | $13.5M | 1,542,717 | 0.00% | 22q | +3.8%+$496.1K |
| JPMORGAN CHASE & CO | $12.9M | 1,450,180 | 0.00% | 22q | -2.6%-$349.1K |
| VESTOR CAPITAL, LLC | $12.1M | 44,835? | 0.76% | 2q | |
| Bank of New York Mellon Corp | $11.5M | 1,314,760 | 0.00% | 22q | +58.1%+$4.2M |
| SIMPLEX TRADING, LLC | $11.4M CALL+PUT | options only | 0.01% | 22q | OPTIONS |
| FIRST TRUST ADVISORS LP | $10.6M | 1,214,667 | 0.01% | new | NEW |
| Cetera Investment Advisers | $10.0M | 1,140,476 | 0.01% | 6q | +20.5%+$1.7M |
| Sound Capital Solutions LLC | $9.8M | 1,120,808 | 2.30% | new | FIRST |
| LPL Financial LLC | $9.1M incl. $175.1K options PUT | 1,021,057 | 0.00% | 12q | +18.1%+$1.4M |
| RENAISSANCE TECHNOLOGIES LLC | $9.0M | 1,029,399 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $7.7M | 875,621 | 0.01% | 22q | +764.2%+$6.8M |
| Nuveen, LLC | $7.5M | 859,612 | 0.00% | 6q | -2.3%-$174.7K |
| Pictet Asset Management Holding SA | $7.4M | 847,659 | 0.01% | 12q | +2.1%+$153.7K |
| Squarepoint Ops LLC | $6.7M | 760,993 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $6.5M | 737,031 | 0.00% | 22q | +43.2%+$1.9M |
| BARCLAYS PLC | $6.4M | 730,336 | 0.00% | 18q | -61.4%-$10.2M |
| Swiss National Bank | $6.3M | 722,000 | 0.00% | 22q | +5.8%+$346.7K |
| Clearwater Capital Advisors, LLC | $6.3M | 717,524 | 0.46% | 22q | HELD |
| Trexquant Investment LP | $6.1M | 696,547 | 0.04% | new | NEW |
| Verition Fund Management LLC | $6.1M incl. $5.8M options CALL+PUT | 28,280 | 0.03% | 10q | HELD |
| ALLEN HOLDING INC /NY | $6.0M | 687,571 | 0.59% | 21q | HELD |
| CITIGROUP INC | $5.7M incl. $875.5K options CALL+PUT | 550,276 | 0.00% | 22q | +226.9%+$4.0M |
| Kercheville Advisors, LLC | $5.6M | 644,685 | 1.72% | 5q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $5.6M incl. $5.4M options CALL+PUT | 19,818 | 0.00% | 10q | -96.7%-$165.6M |
| FRANKLIN RESOURCES INC | $5.1M | 582,182 | 0.00% | 5q | +18.5%+$797.5K |
| IMC-Chicago, LLC | $5.0M incl. $4.5M options CALL+PUT | 53,011 | 0.00% | 2q | -45.4%-$4.1M |
| Voleon Capital Management LP | $4.8M | 549,126 | 0.09% | 4q | -52.5%-$5.3M |
| D.A. DAVIDSON & CO. | $4.7M | 538,924 | 0.03% | 2q | -3.5%-$168.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.7M | 531,957 | 0.00% | 22q | HELD |
| SHEETS SMITH WEALTH MANAGEMENT | $4.5M | 512,572 | 0.45% | 22q | -7.1%-$345.4K |
| CenterBook Partners LP | $4.3M | 495,942 | 0.21% | new | NEW |
| DEUTSCHE BANK AG\ | $4.3M | 487,571 | 0.00% | 22q | +39.5%+$1.2M |
| RHUMBLINE ADVISERS | $4.2M | 476,935 | 0.00% | 22q | +31.7%+$1.0M |
| ALLIANCEBERNSTEIN L.P. | $4.0M | 527,460 | 0.00% | 22q | +40.2%+$1.2M |
| VOYA INVESTMENT MANAGEMENT LLC | $3.9M | 451,125 | 0.00% | 22q | +135.5%+$2.3M |
| Legacy Capital Group California, Inc. | $3.9M | 446,000 | 1.18% | new | NEW |
| MARSHALL WACE, LLP | $3.9M incl. $473.0K options CALL+PUT | 387,700 | 0.00% | 2q | +403.3%+$3.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.9M | 441,444 | 0.00% | 22q | +49.7%+$1.3M |
| VAN ECK ASSOCIATES CORP | $3.7M | 424,191 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.6M | 410,655 | 0.00% | 22q | +6.3%+$212.9K |
| Hennion & Walsh Asset Management, Inc. | $3.5M | 403,910 | 0.10% | 5q | -0.9%-$30.9K |
| CLOUGH CAPITAL PARTNERS L P | $3.5M | 399,216 | 0.28% | 2q | +324.5%+$2.7M |
| RAYMOND JAMES FINANCIAL INC | $3.2M | 360,272 | 0.00% | 7q | -4.1%-$135.1K |
| Plancorp, LLC | $3.1M | 396,354 | 0.08% | 5q | -2.8%-$87.5K |
| Rafferty Asset Management, LLC | $3.0M | 346,416 | 0.01% | 11q | -36.5%-$1.7M |
| Clearstead Advisors, LLC | $3.0M | 341,711 | 0.03% | 9q | -1.2%-$34.9K |
| BANK OF MONTREAL /CAN/ | $2.8M incl. $2.6M options PUT | 17,667 | 0.00% | 12q | +4.5%+$118.2K |
| Invesco Ltd. | $2.7M | 302,989 | 0.00% | 22q | +13.3%+$310.8K |
| MOR Wealth Management, LLC | $2.6M | 302,447 | 1.05% | 3q | +6.8%+$168.1K |
| Cambridge Investment Research Advisors, Inc. | $2.6M | 301,604 | 0.00% | 6q | +5.9%+$148.0K |
| Legal & General Group Plc | $2.4M | 278,274 | 0.00% | 22q | +9.7%+$215.2K |
| NIA IMPACT ADVISORS, LLC | $2.4M | 270,167 | 0.98% | 2q | +0.5%+$12.0K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.3M | 267,122 | 0.00% | 2q | +10.8%+$228.2K |
| Focus Partners Wealth | $2.3M | 263,233 | 0.00% | 3q | -2.3%-$53.3K |
| Winning Points Advisors, LLC | $2.3M | 726,258 | 3.01% | 13q | HELD |
| Tidal Investments LLC | $2.2M | 252,048 | 0.00% | new | NEW |
| Headlands Technologies LLC | $2.2M | 248,550 | 0.23% | 2q | -37.4%-$1.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.1M | 243,678 | 0.00% | 22q | +27.5%+$460.3K |
| BLAIR WILLIAM & CO/IL | $2.1M | 241,956 | 0.01% | 22q | HELD |
| TUDOR INVESTMENT CORP ET AL | $2.0M CALL | options only | 0.00% | 2q | OPTIONS |
| MetLife Investment Management, LLC | $2.0M | 225,100 | 0.01% | 22q | +41.0%+$573.0K |
| AQR CAPITAL MANAGEMENT LLC | $2.0M | 222,862 | 0.00% | 10q | +234.9%+$1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.9M | 218,256 | 0.00% | 9q | +23.4%+$361.9K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.8M | 209,163 | 0.12% | 2q | +957.4%+$1.7M |
| Carr Financial Group Corp | $1.8M | 207,288 | 0.42% | 2q | -17.6%-$388.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.8M | 203,411 | 0.00% | 22q | -19.4%-$428.4K |
| ExodusPoint Capital Management, LP | $1.7M | 193,340 | 0.01% | 4q | +129.3%+$954.6K |
| Y-Intercept (Hong Kong) Ltd | $1.7M | 188,966 | 0.03% | new | NEW |
| Corient Private Wealth LP | $1.6M | 182,713 | 0.00% | 15q | -10.9%-$195.5K |
| PROFUND ADVISORS LLC | $1.5M | 176,503 | 0.04% | 11q | -27.4%-$582.3K |
| Gotham Asset Management, LLC | $1.5M | 175,564 | 0.00% | 2q | +1346.5%+$1.4M |
| MFG WEALTH MANAGEMENT, INC. | $1.5M | 173,885 | 1.09% | 2q | -0.8%-$12.8K |
| Daiwa Securities Group Inc. | $1.5M incl. $757.3K options PUT | 86,500 | 0.00% | 22q | -56.6%-$2.0M |
| China Universal Asset Management Co., Ltd. | $1.5M | 166,687 | 0.09% | 16q | -8.6%-$138.0K |
| Private Advisor Group, LLC | $1.5M | 165,954 | 0.01% | 11q | -89.9%-$13.0M |
Showing the largest 100 of 416 reported holders. The count of 415 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-01 | Selecky Christobel | Director | Sold | 159,478 | $1.4M |
| 2026-07-02 | Cohen Cheryl | Director | Sold | 131,210 | $1.2M |
| 2026-06-29 | Selecky Christobel | Director | Sold | 95,722 | $862.2K |
| 2026-10-02 | Cohen Cheryl | Director | Sold | 81,056 | $851.1K |
| 2026-10-05 | Simon Barry J. | Director | Sold | 25,000 | $268.8K |
| 2026-06-24 | Simon Barry J. | Director | Sold | 25,000 | $196.9K |
| 2026-06-04 | Simon Barry J. | Director | Sold | 23,033 | $165.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 113 | $58.1M | 6,125,121 | 17 | 30 | 16 | 0.7% |
| Q2 2026 | 415 | $2.1B | 202,070,591 | 63 | 130 | 98 | 15.1% |
| Q1 2026 | 395 | $1.6B | 178,794,950 | 146 | 132 | 59 | 17.0% |
| Q4 2025 | 279 | $355.2M | 169,656,335 | 36 | 97 | 61 | 4.5% |
| Q3 2025 | 262 | $379.1M | 144,289,783 | 46 | 91 | 52 | 6.4% |
| Q2 2025 | 241 | $355.2M | 125,370,336 | 58 | 99 | 34 | 6.8% |
| Q1 2025 | 214 | $260.2M | 79,632,787 | 44 | 73 | 40 | 7.9% |
| Q4 2024 | 201 | $229.8M | 82,686,147 | 36 | 63 | 40 | 7.9% |
| Q3 2024 | 181 | $289.4M | 69,847,583 | 22 | 60 | 39 | 10.2% |
| Q2 2024 | 196 | $459.4M | 63,058,430 | 43 | 59 | 45 | 13.2% |
| Q1 2024 | 172 | $422.5M | 69,102,626 | 40 | 49 | 40 | 12.1% |
| Q4 2023 | 150 | $318.7M | 59,561,401 | 26 | 55 | 21 | 6.2% |
| Q3 2023 | 136 | $93.3M | 49,855,837 | 28 | 31 | 31 | 9.9% |
| Q2 2023 | 121 | $127.9M | 39,114,713 | 17 | 47 | 25 | 15.0% |
| Q1 2023 | 147 | $86.7M | 46,216,219 | 33 | 40 | 40 | 3.0% |
| Q4 2022 | 138 | $264.5M | 50,003,078 | 26 | 38 | 41 | 3.2% |
| Q3 2022 | 117 | $276.1M | 54,034,128 | 16 | 46 | 22 | 2.7% |
| Q2 2022 | 124 | $135.5M | 34,731,258 | 17 | 50 | 32 | 3.0% |
| Q1 2022 | 139 | $231.9M | 40,137,199 | 23 | 38 | 38 | 2.9% |
| Q4 2021 | 133 | $344.2M | 54,183,467 | 27 | 45 | 33 | 4.2% |
| Q3 2021 | 120 | $515.6M | 51,089,116 | 17 | 47 | 23 | 3.5% |
| Q2 2021 | 120 | $691.3M | 46,448,420 | 26 | 58 | 16 | 4.1% |
| Q1 2021 | 115 | $677.4M | 25,389,112 | 116 | 0 | 0 | 11.0% |
| Q4 2020 | 1 | $1.0K | 100 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.0K | 100 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.0K | 100 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.0K | 100 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $1.0K | 100 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.0K | 100 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.0K | 100 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.0K | 100 | 1 | 0 | 0 | 0.0% |
