ImmunityBio, Inc. (IBRX) — Institutional Holders, Q2 2026 (page 3)
405 institutional investment managers reported a IBRX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IBRX 13F holders ranked 201–300 of 405
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Steward Partners Investment Advisory#201 · 29,042 sh | 29,042 | $254.3K | <0.01% | +93.9% |
| 202 | Global Wealth Strategies & Associates#202 · 29,020 sh | 29,020 | $254.1K | — | 0.0% |
| 203 | KLCM Advisors#203 · 29,000 sh | 29,000 | $253.9K | 0.02% | 0.0% |
| 204 | Federation des caisses Desjardins du Quebec#204 · 28,819 sh | 28,819 | $252.3K | <0.01% | +1044.1% |
| 205 | Verition Fund Management#205 · 28,280 sh | 28,280 | $247.6K | <0.01% | New |
| 206 | SRS Capital Advisors#206 · 27,788 sh | 27,788 | $243.3K | <0.01% | +1398.0% |
| 207 | ENVESTNET ASSET MANAGEMENT#207 · 27,659 sh | 27,659 | $242.2K | <0.01% | +52.4% |
| 208 | Sequoia Financial Advisors#208 · 27,658 sh | 27,658 | $242.1K | <0.01% | +3.4% |
| 209 | LEAVELL INVESTMENT MANAGEMENT#209 · 27,512 sh | 27,512 | $240.9K | <0.01% | 0.0% |
| 210 | Waverly Advisors#210 · 27,255 sh | 27,255 | $238.6K | <0.01% | -1.1% |
| 211 | Private Capital Advisors#211 · 26,978 sh | 26,978 | $236.2K | — | 0.0% |
| 212 | Opal Wealth Advisors#212 · 26,574 sh | 26,574 | $232.7K | — | +12.4% |
| 213 | Vanguard Personalized Indexing Management#213 · 26,419 sh | 26,419 | $231.3K | <0.01% | -8.0% |
| 214 | Swiss Life Asset Management Ltd#214 · 26,177 sh | 26,177 | $229.2K | <0.01% | +11.7% |
| 215 | Cerity Partners#215 · 26,009 sh | 26,009 | $227.7K | <0.01% | +115.2% |
| 216 | Joel Isaacson#216 · 25,000 sh | 25,000 | $218.9K | <0.01% | 0.0% |
| 217 | WEALTH ENHANCEMENT ADVISORY SERVICES#217 · 26,334 sh | 26,334 | $216.5K | — | -4.7% |
| 218 | Universal- Beteiligungs- und Servicegesellschaft mbH#218 · 24,629 sh | 24,629 | $215.6K | <0.01% | +12.4% |
| 219 | Freestone Capital#219 · 24,539 sh | 24,539 | $214.8K | <0.01% | 0.0% |
| 220 | DILLON & ASSOCIATES#220 · 23,800 sh | 23,800 | $214.0K | — | 0.0% |
| 221 | KESTRA PRIVATE WEALTH SERVICES#221 · 23,698 sh | 23,698 | $207.5K | <0.01% | 0.0% |
| 222 | BCGM Wealth Management#222 · 23,030 sh | 23,030 | $201.6K | 0.04% | +35.2% |
| 223 | Optiver Holding B.V.#223 · 22,559 sh | 22,559 | $197.5K | <0.01% | +737.4% |
| 224 | New World Advisors#224 · 21,815 sh | 21,815 | $191.0K | 0.03% | New |
| 225 | GF FUND MANAGEMENT LTD.#225 · 21,749 sh | 21,749 | $190.4K | — | -1.7% |
| 226 | Miracle Mile Advisors#226 · 21,650 sh | 21,650 | $189.5K | <0.01% | 0.0% |
| 227 | Kovack Advisors#227 · 20,808 sh | 20,808 | $188.6K | <0.01% | -6.3% |
| 228 | CAPTRUST FINANCIAL ADVISORS#228 · 21,411 sh | 21,411 | $187.5K | <0.01% | -65.2% |
| 229 | McAdam#229 · 21,409 sh | 21,409 | $187.4K | — | -0.1% |
| 230 | Aspiring Ventures#230 · 21,000 sh | 21,000 | $183.9K | 0.04% | New |
| 231 | Ensign Peak Advisors#231 · 20,850 sh | 20,850 | $182.5K | <0.01% | New |
| 232 | Mayflower Financial Advisors#232 · 20,212 sh | 20,212 | $177.0K | 0.02% | +97.9% |
| 233 | Ancora Advisors#233 · 20,000 sh | 20,000 | $175.1K | <0.01% | 0.0% |
| 234 | SIERRA OCEAN#234 · 20,000 sh | 20,000 | $175.1K | 0.12% | 0.0% |
| 235 | Prime Capital Investment Advisors#235 · 19,870 sh | 19,870 | $174.0K | — | +5.3% |
| 236 | NATIONAL BANK OF CANADA#236 · 19,818 sh | 19,818 | $173.5K | <0.01% | -96.7% |
| 237 | Tower Research Capital (TRC)#237 · 19,753 sh | 19,753 | $172.9K | <0.01% | -72.8% |
| 238 | Chicago Partners Investment Group#238 · 22,901 sh | 22,901 | $169.5K | — | -0.2% |
| 239 | Traynor Capital Management#239 · 19,200 sh | 19,200 | $168.1K | <0.01% | New |
| 240 | Vise Technologies#240 · 19,018 sh | 19,018 | $166.5K | <0.01% | New |
| 241 | Sigma Planning#241 · 19,015 sh | 19,015 | $166.5K | — | +7.3% |
| 242 | LBMC INVESTMENT ADVISORS#242 · 19,000 sh | 19,000 | $166.3K | <0.01% | 0.0% |
| 243 | DnB Asset Management AS#243 · 18,843 sh | 18,843 | $165.0K | <0.01% | 0.0% |
| 244 | Concurrent Investment Advisors#244 · 18,359 sh | 18,359 | $160.7K | — | +26.9% |
| 245 | Journey Advisory Group#245 · 18,123 sh | 18,123 | $158.7K | 0.01% | +28.1% |
| 246 | BANK OF MONTREAL#246 · 17,667 sh | 17,667 | $154.7K | <0.01% | +4.5% |
| 247 | Pure Financial Advisors#247 · 17,629 sh | 17,629 | $154.3K | <0.01% | +23.0% |
| 248 | BROWN ADVISORY#248 · 17,420 sh | 17,420 | $152.5K | <0.01% | -12.0% |
| 249 | Vigilare Wealth Management#249 · 16,890 sh | 16,890 | $147.9K | 0.05% | +0.4% |
| 250 | Neuberger Berman Group#250 · 16,864 sh | 16,864 | $147.6K | <0.01% | -0.1% |
| 251 | R Squared Ltd#251 · 16,737 sh | 16,737 | $146.5K | 0.08% | New |
| 252 | WealthCare Investment Partners#252 · 16,710 sh | 16,710 | $146.3K | 0.04% | +1.2% |
| 253 | Sowell Financial Services#253 · 16,576 sh | 16,576 | $145.1K | — | 0.0% |
| 254 | Farther Finance Advisors#254 · 16,195 sh | 16,195 | $141.8K | — | +4.2% |
| 255 | Caprock Group#255 · 16,127 sh | 16,127 | $141.2K | <0.01% | 0.0% |
| 256 | Mitsubishi UFJ & Banking#256 · 16,058 sh | 16,058 | $140.6K | <0.01% | New |
| 257 | US BANCORP \DE\#257 · 15,641 sh | 15,641 | $136.9K | <0.01% | +48.9% |
| 258 | IEQ CAPITAL#258 · 15,100 sh | 15,100 | $132.2K | <0.01% | -39.8% |
| 259 | Scientech Research#259 · 15,008 sh | 15,008 | $131.4K | 0.11% | -41.8% |
| 260 | SANDERS MORRIS HARRIS#260 · 15,000 sh | 15,000 | $131.3K | — | 0.0% |
| 261 | Thomasville National Bank#261 · 15,000 sh | 15,000 | $131.3K | <0.01% | — |
| 262 | Apollon Wealth Management#262 · 14,867 sh | 14,867 | $130.2K | — | New |
| 263 | EP Wealth Advisors#263 · 14,606 sh | 14,606 | $127.9K | <0.01% | +4.2% |
| 264 | Maia Wealth#264 · 14,396 sh | 14,396 | $126.0K | — | 0.0% |
| 265 | United Bank#265 · 14,300 sh | 14,300 | $125.2K | 0.04% | 0.0% |
| 266 | Norris Financial Group#266 · 14,126 sh | 14,126 | $123.7K | 0.05% | 0.0% |
| 267 | VARCOV#267 · 13,906 sh | 13,906 | $121.7K | 0.05% | New |
| 268 | MERCER GLOBAL ADVISORS#268 · 13,848 sh | 13,848 | $121.2K | <0.01% | +8.7% |
| 269 | Capital Investment Advisors#269 · 13,789 sh | 13,789 | $120.7K | — | -36.6% |
| 270 | WealthPlan Investment Management#270 · 13,650 sh | 13,650 | $119.5K | — | 0.0% |
| 271 | GTS SECURITIES#271 · 13,465 sh | 13,465 | $117.9K | <0.01% | -5.1% |
| 272 | Empowered Funds#272 · 13,205 sh | 13,205 | $115.6K | <0.01% | +13.0% |
| 273 | Maltin Wealth Management#273 · 13,150 sh | 13,150 | $115.1K | — | 0.0% |
| 274 | Integrated Wealth Concepts#274 · 12,972 sh | 12,972 | $113.6K | <0.01% | +13.8% |
| 275 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#275 · 12,750 sh | 12,750 | $111.6K | 0.01% | -15.0% |
| 276 | Vident Advisory#276 · 12,475 sh | 12,475 | $109.2K | <0.01% | New |
| 277 | Prospera Financial Services#277 · 12,460 sh | 12,460 | $109.1K | <0.01% | New |
| 278 | Lido Advisors#278 · 12,365 sh | 12,365 | $108.3K | <0.01% | -10.3% |
| 279 | FIRETHORN WEALTH PARTNERS#279 · 12,256 sh | 12,256 | $107.3K | — | +0.4% |
| 280 | Daybright Advisory Services#280 · 14,819 sh | 14,819 | $106.3K | 0.03% | 0.0% |
| 281 | Walleye Partners#281 · 11,997 sh | 11,997 | $105.0K | — | +5.3% |
| 282 | Diversify Advisory Services#282 · 14,896 sh | 14,896 | $104.1K | — | New |
| 283 | DIVERSIFY WEALTH MANAGEMENT#283 · 14,896 sh | 14,896 | $104.1K | — | +14.6% |
| 284 | Wealthfront Advisers#284 · 11,528 sh | 11,528 | $100.9K | <0.01% | -28.0% |
| 285 | Hartford Financial Management#285 · 11,498 sh | 11,498 | $100.7K | — | -11.5% |
| 286 | Abel Hall#286 · 11,204 sh | 11,204 | $98.1K | — | -43.5% |
| 287 | PharVision Advisers#287 · 11,198 sh | 11,198 | $98.0K | 1.85% | New |
| 288 | Nykredit A/S#288 · 11,140 sh | 11,140 | $97.5K | <0.01% | — |
| 289 | Strategic Investment Solutions#289 · 11,037 sh | 11,037 | $96.6K | 0.02% | +2374.7% |
| 290 | Cypress Wealth Services#290 · 11,000 sh | 11,000 | $96.3K | — | 0.0% |
| 291 | Caption Management#291 · 10,698 sh | 10,698 | $93.7K | <0.01% | +969.8% |
| 292 | Compound Planning#292 · 10,523 sh | 10,523 | $92.1K | <0.01% | 0.0% |
| 293 | AMALGAMATED BANK#293 · 10,489 sh | 10,489 | $92.0K | — | New |
| 294 | Envision Financial Planning#294 · 10,450 sh | 10,450 | $91.5K | 0.03% | 0.0% |
| 295 | INCEPTIONR#295 · 10,372 sh | 10,372 | $90.8K | 0.02% | New |
| 296 | KBC Group NV#296 · 10,307 sh | 10,307 | $90.0K | — | 0.0% |
| 297 | Global Retirement Partners#297 · 10,262 sh | 10,262 | $89.8K | <0.01% | — |
| 298 | Berkeley Capital Partners#298 · 10,007 sh | 10,007 | $87.6K | 0.02% | +0.1% |
| 299 | Clear Harbor Asset Management#299 · 10,000 sh | 10,000 | $87.5K | <0.01% | 0.0% |
| 300 | PEDDOCK CAPITAL ADVISORS#300 · 10,000 sh | 10,000 | $87.5K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.