HolderBook

IMMUNITYBIO INC (IBRX)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

17
Reporting holders
$6.4M
Reported value
5.7%
Calls
0.0%
Puts
-398
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
DOLIVER ADVISORS, LP$2.0M210,0000.43%3q+110.0%+$1.0M
MFG WEALTH MANAGEMENT, INC.$1.7M175,4971.20%3q+0.9%+$15.2K
COLLECTIVE FAMILY OFFICE LLC$1.5M161,2540.31%10q+2.6%+$38.3K
CenterStar Asset Management, LLC$365.3Koptions only0.09%3qOPTIONS
Global Wealth Strategies & Associates$274.1K29,0340.05%3qHELD
Private Capital Advisors, Inc.$253.5K26,8530.02%3qHELD
Farther Finance Advisors, LLC$155.6K16,4820.00%3q+1.8%+$2.7K
Financial Enhancement Group LLC$97.5K10,0000.01%6qHELD
GAMMA Investing LLC$35.9K3,8070.00%4q+262.2%+$26.0K
GK Wealth Management LLC$14.5K1,5410.01%newNEW
ELEVATION WEALTH PARTNERS, LLC$14.2K1,5000.00%9qHELD
GoalVest Advisory LLC$4.7K5000.00%3qHELD
MassMutual Private Wealth & Trust, FSB$2.3K2460.00%2q-6.1%
TOTH FINANCIAL ADVISORY CORP$1.3K1400.00%3qHELD
Grove Bank & Trust$9441000.00%newNEW
Planning Strategies Inc.$9441000.00%2qHELD
CoreCap Advisors, LLC$217230.00%3qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613D/APatrick Soon-Shiong INDIVIDUALwith 5 co-filers64.8%

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

DateInsiderRoleSideSharesValue
2026-07-01Selecky ChristobelDirectorSold159,478$1.4M
2026-07-02Cohen CherylDirectorSold131,210$1.2M
2026-06-29Selecky ChristobelDirectorSold95,722$862.2K
2026-10-02Cohen CherylDirectorSold81,056$851.1K
2026-10-05Simon Barry J.DirectorSold25,000$268.8K
2026-06-24Simon Barry J.DirectorSold25,000$196.9K
2026-06-04Simon Barry J.DirectorSold23,033$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202617$6.4M637,0772515.7%
Q2 2026415$2.4B227,282,023651319715.6%
Q1 2026395$1.7B180,185,7331471345916.9%
Q4 2025279$354.9M169,494,9153696614.5%
Q3 2025262$379.1M144,289,7834691526.4%
Q2 2025241$355.2M125,370,3365899346.8%
Q1 2025214$260.2M79,632,7874473407.9%
Q4 2024201$229.8M82,686,1473663407.9%
Q3 2024181$289.4M69,847,58322603910.2%
Q2 2024196$459.5M63,071,99043594513.2%
Q1 2024172$422.5M69,102,62640494012.1%
Q4 2023150$318.7M59,561,4012655216.2%
Q3 2023136$93.3M49,855,8372831319.9%
Q2 2023121$127.9M39,114,71317472515.0%
Q1 2023147$86.7M46,216,2193340403.0%
Q4 2022138$264.5M50,003,0782640353.2%
Q3 2022123$203.9M39,508,8491747253.6%
Q2 2022127$129.5M33,109,1781752333.1%
Q1 2022142$206.6M35,621,6462339393.2%
Q4 2021135$230.1M35,414,1242747336.4%
Q3 2021122$328.9M31,924,1501748245.5%
Q2 2021122$418.1M27,315,6272660166.7%
Q1 2021117$453.6M15,963,4341180016.5%
Q4 20201$1.0K1000000.0%
Q3 20201$1.0K1000000.0%
Q2 20201$1.0K1000000.0%
Q1 20201$1.0K1000000.0%
Q4 20191$1.0K1000000.0%
Q3 20191$1.0K1000000.0%
Q2 20191$1.0K1000000.0%
Q1 20191$1.0K1001000.0%