ImmunityBio, Inc. (IBRX) shareholders
IBRXNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
$6.02−0.05 (-0.82%)
Close on Nov 13, 2026Market cap $6.38BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
19.1%
202M of 1.06B shares
Institutional holders
404
66 new, 44 sold out
Net institutional buying
24M
In Q2 2026
Insider trades, 12 months
0 buys · 16 sales
Net sold $9.51M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Patrick Soon-Shiong Joint filing with Nant Capital, LLC (29.60%), Cambridge Equities, LP (24.70%) and 3 more | 745,518,285 | 64.80% | 13D (active) amendment | Jul 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IBRX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 34,083,262 | 3.22% | $298.40M | +7,736,819 | 0.00% |
| State Street Corp | 21,398,438 | 2.02% | $187.34M | +3,690,335 | 0.01% |
| Vanguard Portfolio Management LLC | 17,863,911 | 1.69% | $156.40M | +1,541,067 | 0.01% |
| Vanguard Capital Management LLC | 15,691,579 | 1.48% | $137.38M | +563,865 | 0.00% |
| D. E. Shaw & Co., Inc. | 11,551,019 | 1.09% | $101.13M | −1,020,578 | 0.05% |
| Two Sigma Investments, LP | 11,097,106 | 1.05% | $97.16M | +6,711,606 | 0.07% |
| Geode Capital Management, LLC | 9,847,896 | 0.93% | $86.23M | +1,815,975 | 0.00% |
| Millennium Management LLC | 5,579,793 | 0.53% | $48.85M | +4,159,549 | 0.02% |
| Northern Trust Corp | 3,565,248 | 0.34% | $31.21M | +1,060,467 | 0.00% |
| Morgan Stanley | 3,432,678 | 0.32% | $30.05M | −586,191 | 0.00% |
| Goldman Sachs Group Inc | 3,234,277 | 0.31% | $28.32M | −2,801 | 0.00% |
| UBS Group AG | 3,195,728 | 0.30% | $27.98M | +250,840 | 0.00% |
| Charles Schwab Investment Management Inc | 2,888,607 | 0.27% | $25.29M | +410,666 | 0.00% |
| Woodline Partners LP | 2,500,189 | 0.24% | $21.89M | −947,157 | 0.07% |
| SEB Asset Management AB | 2,447,150 | 0.23% | $21.42M | – | 0.08% |
| Vanguard Fiduciary Trust Co | 2,412,338 | 0.23% | $21.12M | +289,210 | 0.00% |
| Bank Of America Corp /De/ | 2,184,489 | 0.21% | $19.13M | −263,354 | 0.00% |
| Voloridge Investment Management, LLC | 1,721,902 | 0.16% | $15.08M | −1,205,650 | 0.06% |
| Federated Hermes, Inc. | 1,713,200 | 0.16% | $15.00M | +326,609 | 0.02% |
| Royal Bank of Canada | 1,542,717 | 0.15% | $13.51M | +56,668 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 404 | 202M | 19.1% | 66 / 143 | 101 / 44 | 42M | 19M |
| Q1 2026 | 386 | 179M | 16.9% | 145 / 137 | 60 / 32 | 80M | 38M |
| Q4 2025 | 278 | 170M | 16.0% | 46 / 99 | 68 / 28 | 41M | 15M |
| Q3 2025 | 264 | 144M | 13.6% | 49 / 94 | 56 / 23 | 40M | 21M |
| Q2 2025 | 242 | 125M | 11.8% | 61 / 102 | 38 / 27 | 49M | 3M |
| Q1 2025 | 211 | 80M | 7.5% | 45 / 76 | 40 / 33 | 11M | 14M |
| Q4 2024 | 202 | 83M | 7.8% | 44 / 71 | 41 / 20 | 22M | 9M |
| Q3 2024 | 182 | 70M | 6.6% | 24 / 63 | 42 / 32 | 23M | 4M |
| Q2 2024 | 194 | 63M | 5.9% | 51 / 63 | 46 / 21 | 11M | 15M |
| Q1 2024 | 166 | 69M | 6.5% | 35 / 51 | 42 / 16 | 13M | 3M |
| Q4 2023 | 148 | 60M | 5.6% | 30 / 58 | 27 / 13 | 17M | 7M |
| Q3 2023 | 132 | 50M | 4.7% | 29 / 33 | 31 / 11 | 12M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
191 funds held IBRX in Q2 2026, 80% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of IBRX | Value | % of fund | As of |
|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P(R) Biotech ETF | 12,496,050 | 1.18% | $109.40M | 1.02% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 11,597,491 | 1.09% | $101.54M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 9,922,040 | 0.94% | $86.87M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 8,399,273 | 0.79% | $73.54M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 4,852,894 | 0.46% | $42.49M | 0.09% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 4,224,658 | 0.40% | $30.29M | 0.09% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 3,725,546 | 0.35% | $32.62M | 0.03% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 3,568,391 | 0.34% | $31.24M | 0.20% | Jun 30, 2026 |
| iShares Biotechnology ETF | 2,665,564 | 0.25% | $23.34M | 0.26% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,579,769 | 0.15% | $11.88M | 0.03% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 1,515,884 | 0.14% | $11.40M | 0.07% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 1,465,790 | 0.14% | $11.02M | 0.05% | May 31, 2026 |
| Trenchless Fund ETF | 1,120,808 | 0.11% | $9.81M | 7.03% | Jun 30, 2026 |
| Vanguard Health Care Index Fund | 1,033,729 | 0.10% | $7.77M | 0.04% | May 31, 2026 |
| Schwab Small-Cap Index Fund | 937,327 | 0.09% | $6.72M | 0.09% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Patrick Soon-Shiong | See remarks, Director, 10% owner | 299,383,725 | 28.25% | Apr 2, 2026 |
| Richard Adcock | CEO & President, Director | 562,274 | 0.05% | Feb 24, 2026 |
| David C. Sachs | Chief Financial Officer | 320,825 | 0.03% | Feb 24, 2026 |
| Regan J. Lauer | Chief Accounting Officer | 115,875 | 0.01% | Feb 24, 2026 |
| Barry J. Simon | Director | 2,798,931 | 0.26% | Oct 6, 2026 |
| Cheryl Cohen | Director | 100,309 | 0.01% | Oct 6, 2026 |
| Christobel Selecky | Director | 159,478 | 0.02% | Jul 6, 2026 |
| Linda Maxwell | Director | – | – | Jun 10, 2026 |
| Wesley Clark | Director | 8,000 | 0.00% | Jun 10, 2026 |
| Michael D. Blaszyk | Director | 265,582 | 0.03% | Jun 10, 2026 |
| Bruce Wendel | Director | – | – | Jun 10, 2026 |
| Nant Capital, LLC | 10% owner | 168,687,869 | 15.92% | Apr 2, 2026 |
| California Capital Equity, Llc | 10% owner | 321,767,183 | 30.36% | Apr 2, 2026 |
| MP 13 Ventures, LLC | 10% owner | 47,944,266 | 4.52% | Apr 2, 2026 |
| Cambridge Equities, LP | 10% owner | 29,369,076 | 2.77% | Apr 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Barry J. Simon Director | Oct 5, 2026 | Sale(10b5-1 plan) | −25,000 | $10.75 | $268.76K | 2,777,788 |
| Cheryl Cohen Director | Oct 2, 2026 | Sale(10b5-1 plan) | −81,056 | $10.50 | $851.09K | 100,309 |
| Cheryl Cohen Director | Oct 2, 2026 | Option exercise | +55,979 | $2.98 | $166.82K | 181,365 |
| Cheryl Cohen Director | Jul 2, 2026 | Option exercise | +55,979 | $2.98 | $166.82K | 256,596 |
| Cheryl Cohen Director | Jul 2, 2026 | Sale(10b5-1 plan) | −131,210 | $9.50 | $1.25M | 125,386 |
| Christobel Selecky Director | Jul 1, 2026 | Option exercise | +124,414 | $2.99 | $372.00K | 159,478 |
| Christobel Selecky Director | Jul 1, 2026 | Sale(10b5-1 plan) | −159,478 | $9.02 | $1.44M | 0 |
| Christobel Selecky Director | Jul 1, 2026 | Option exercise | +35,064 | $2.98 | $104.49K | 35,064 |
| Christobel Selecky Director | Jun 30, 2026 | Option exercise | +700 | $2.98 | $2.09K | 700 |
| Christobel Selecky Director | Jun 30, 2026 | Option exercise | +300 | $2.99 | $897 | 1,000 |
| Christobel Selecky Director | Jun 30, 2026 | Sale(10b5-1 plan) | −1,000 | $9.00 | $9.00K | 0 |
| Christobel Selecky Director | Jun 29, 2026 | Sale(10b5-1 plan) | −95,722 | $9.01 | $862.46K | 0 |
| Christobel Selecky Director | Jun 29, 2026 | Option exercise | +30,000 | $2.84 | $85.20K | 95,722 |
| Christobel Selecky Director | Jun 29, 2026 | Option exercise | +33,549 | $2.99 | $100.31K | 65,722 |
| Christobel Selecky Director | Jun 29, 2026 | Option exercise | +32,173 | $2.98 | $95.88K | 32,173 |
| Barry J. Simon Director | Jun 24, 2026 | Sale(10b5-1 plan) | −25,000 | $7.88 | $197.00K | 2,802,788 |
| Barry J. Simon Director | Jun 4, 2026 | Sale(10b5-1 plan) | −23,033 | $7.18 | $165.38K | 2,827,788 |
| California Capital Equity, Llc 10% owner | Mar 31, 2026 | Conversion | +4,606,596 | $5.43 | $25.01M | 251,018,873 |
| Barry J. Simon Director | Feb 24, 2026 | Sale(10b5-1 plan) | −75,000 | $12.01 | $900.75K | 2,850,821 |
| Barry J. Simon Director | Feb 23, 2026 | Sale(10b5-1 plan) | −165,000 | $10.25 | $1.69M | 2,925,821 |
| Christobel Selecky Director | Feb 23, 2026 | Sale(10b5-1 plan) | −25,000 | $10.00 | $250.00K | 0 |
| Christobel Selecky Director | Feb 23, 2026 | Option exercise | +25,000 | $2.98 | $74.50K | 25,000 |
| Regan J. Lauer Chief Accounting Officer | Feb 22, 2026 | Tax withholding | −1,673 | $8.70 | $14.56K | 115,875 |
| Regan J. Lauer Chief Accounting Officer | Feb 22, 2026 | Option exercise | +4,065 | – | – | 117,548 |
| David C. Sachs Chief Financial Officer | Feb 22, 2026 | Option exercise | +40,650 | – | – | 320,825 |
| David C. Sachs Chief Financial Officer | Feb 22, 2026 | Tax withholding | −20,682 | $8.70 | $179.93K | 300,143 |
| Barry J. Simon Director | Feb 22, 2026 | Option exercise | +15,243 | – | – | 3,096,847 |
| Barry J. Simon Director | Feb 22, 2026 | Tax withholding | −6,026 | $8.70 | $52.43K | 3,090,821 |
| California Capital Equity, Llc 10% owner | Feb 22, 2026 | Option exercise | +114,329 | – | – | 29,816,081 |
| California Capital Equity, Llc 10% owner | Feb 22, 2026 | Tax withholding | −58,170 | $8.70 | $506.08K | 29,757,911 |
| Richard Adcock CEO & President, Director | Feb 22, 2026 | Tax withholding | −77,560 | $8.70 | $674.77K | 560,344 |
| Richard Adcock CEO & President, Director | Feb 22, 2026 | Option exercise | +152,439 | – | – | 637,904 |
| Barry J. Simon Director | Feb 20, 2026 | Sale(10b5-1 plan) | −10,000 | $9.25 | $92.50K | 3,081,604 |
| Richard Adcock CEO & President, Director | Feb 10, 2026 | Tax withholding | −140,048 | $6.93 | $970.53K | 485,465 |
| Richard Adcock CEO & President, Director | Feb 10, 2026 | Option exercise | +274,122 | – | – | 625,513 |
| David C. Sachs Chief Financial Officer | Feb 10, 2026 | Tax withholding | −42,643 | $6.93 | $295.52K | 280,175 |
| David C. Sachs Chief Financial Officer | Feb 10, 2026 | Option exercise | +82,236 | – | – | 322,818 |
| Regan J. Lauer Chief Accounting Officer | Feb 10, 2026 | Option exercise | +5,482 | – | – | 115,740 |
| Regan J. Lauer Chief Accounting Officer | Feb 10, 2026 | Tax withholding | −2,257 | $6.93 | $15.64K | 113,483 |
| Patrick Soon-Shiong See remarks, Director, 10% owner | Feb 10, 2026 | Tax withholding | −118,560 | $6.93 | $821.62K | 29,701,752 |
| Patrick Soon-Shiong See remarks, Director, 10% owner | Feb 10, 2026 | Option exercise | +274,122 | – | – | 29,820,312 |
| Barry J. Simon Director | Jan 20, 2026 | Sale(10b5-1 plan) | −76,967 | $6.54 | $503.36K | 3,166,604 |
| Barry J. Simon Director | Jan 20, 2026 | Sale(10b5-1 plan) | −75,000 | $7.88 | $591.00K | 3,091,604 |
| Christobel Selecky Director | Jan 20, 2026 | Sale(10b5-1 plan) | −25,000 | $7.51 | $187.75K | 0 |
| Christobel Selecky Director | Jan 20, 2026 | Option exercise | +25,000 | $2.98 | $74.50K | 25,000 |
| Christobel Selecky Director | Jan 16, 2026 | Sale(10b5-1 plan) | −50,000 | $5.00 | $250.00K | 0 |
| Christobel Selecky Director | Jan 16, 2026 | Option exercise | +50,000 | $2.98 | $149.00K | 50,000 |
| Richard Adcock CEO & President, Director | Dec 31, 2025 | Option exercise | +34,483 | – | – | 368,901 |
| Richard Adcock CEO & President, Director | Dec 31, 2025 | Tax withholding | −17,510 | $1.98 | $34.67K | 351,391 |
| David C. Sachs Chief Financial Officer | Dec 31, 2025 | Option exercise | +30,397 | – | – | 256,017 |
| David C. Sachs Chief Financial Officer | Dec 31, 2025 | Tax withholding | −15,435 | $1.98 | $30.56K | 240,582 |
| Barry J. Simon Director | Feb 22, 2025 | Tax withholding | −5,453 | $3.42 | $18.65K | 3,243,571 |
| Barry J. Simon Director | Feb 22, 2025 | Option exercise | +15,243 | – | – | 3,249,024 |
| Patrick Soon-Shiong See remarks, Director, 10% owner | Feb 22, 2025 | Tax withholding | −42,071 | $3.42 | $143.88K | 29,546,190 |
| Patrick Soon-Shiong See remarks, Director, 10% owner | Feb 22, 2025 | Option exercise | +114,329 | – | – | 29,588,261 |
| Regan J. Lauer Chief Accounting Officer | Feb 22, 2025 | Tax withholding | −1,669 | $3.42 | $5.71K | 110,258 |
| Regan J. Lauer Chief Accounting Officer | Feb 22, 2025 | Option exercise | +4,065 | – | – | 111,927 |
| David C. Sachs Chief Financial Officer | Feb 22, 2025 | Tax withholding | −15,860 | $3.42 | $54.24K | 225,620 |
| David C. Sachs Chief Financial Officer | Feb 22, 2025 | Option exercise | +40,650 | – | – | 241,480 |
| Richard Adcock CEO & President, Director | Feb 22, 2025 | Tax withholding | −78,167 | $3.42 | $267.33K | 334,418 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
48.05%
126M shares short
Days to cover
10.8
At 12M shares a day
Change since last report
+2.6%
From 123M shares
Short volume, 20 days
61.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of ImmunityBio's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,098,100 shares on Aug 24, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Barry J. Simon Officer, Director | Oct 5, 2026 | 560,000 | $7.66M | Oct 5, 2026 | OPEN MARKET |
| Cheryl Cohen Director | Oct 2, 2026 | 81,056 | $752.20K | Oct 2, 2026 | Exercise of Stock Options |
| Cheryl Cohen Officer | Jul 2, 2026 | 131,210 | $1.21M | Jul 2, 2026 | Exercise of Stock Options |
| Christobel Selecky Director | Jul 1, 2026 | 159,478 | $1.40M | Jul 1, 2026 | Exercise of Stock Options |
| Christobel Selecky Director | Jun 30, 2026 | 1,000 | $8.77K | Jun 30, 2026 | Exercise of Stock Options |
| Christobel Selecky Director | Jun 29, 2026 | 95,722 | $833.74K | Jun 29, 2026 | Exercise of Stock Options |
| Barry J. Simon Officer, Director | Jun 4, 2026 | 268,033 | $2.95M | Jun 4, 2026 | VARIOUS METHODS & DATES |
| Christobel Selecky Director | Feb 23, 2026 | 25,000 | $217.50K | Feb 23, 2026 | Exercise of Stock Options |
| Barry J. Simon Officer, Director | Jan 20, 2026 | 571,967 | $5.91M | Jan 20, 2026 | VARIOUS METHODS & DATES |
| Christobel Selecky Director | Jan 20, 2026 | 25,000 | $138.00K | Jan 20, 2026 | Exercise of Stock Options |
| Christobel Selecky Director | Jan 16, 2026 | 50,000 | $197.50K | Jan 16, 2026 | Exercise of Stock Options |
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