# IMMUNITYBIO INC (IBRX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBRX/

- Reporting holders: 17
- Reported value: $6.4M
- Held through calls: 5.7%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $2.0M | 210,000 | 0.4% | 3 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $1.7M | 175,497 | 1.2% | 3 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $1.5M | 161,254 | 0.3% | 10 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $365.3K | 0 | 0.1% | 3 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $274.1K | 29,034 | 0.1% | 3 |
| [Private Capital Advisors, Inc.](https://holderbook.com/funds/1350780-private-capital-advisors-inc/) | $253.5K | 26,853 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $155.6K | 16,482 | 0.0% | 3 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $97.5K | 10,000 | 0.0% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $35.9K | 3,807 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $14.5K | 1,541 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $14.2K | 1,500 | 0.0% | 9 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $4.7K | 500 | 0.0% | 3 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.3K | 246 | 0.0% | 2 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.3K | 140 | 0.0% | 3 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $944 | 100 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $944 | 100 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $217 | 23 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $6.4M |
| Q2 2026 | 415 | $2.4B |
| Q1 2026 | 395 | $1.7B |
| Q4 2025 | 279 | $354.9M |
| Q3 2025 | 262 | $379.1M |
| Q2 2025 | 241 | $355.2M |
| Q1 2025 | 214 | $260.2M |
| Q4 2024 | 201 | $229.8M |
| Q3 2024 | 181 | $289.4M |
| Q2 2024 | 196 | $459.5M |
| Q1 2024 | 172 | $422.5M |
| Q4 2023 | 150 | $318.7M |