ImmunityBio Ownership | Who Owns ImmunityBio?

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ImmunityBio Ownership Summary

ImmunityBio is owned by 9.86% institutional investors, 77.00% insiders, and 13.14% retail investors. Vanguard group is the largest institutional shareholder, holding 2.06% of IBRX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.82% of its assets in ImmunityBio shares.

IBRX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	ImmunityBio	9.86%	77.00%	13.14%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Biotech Stocks	47.04%	8.74%	44.21%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	13.83M	2.06%	$87.42M
Blackrock	11.42M	1.70%	$72.19M
State street	7.86M	1.17%	$49.70M
Geode capital management	3.92M	0.58%	$24.76M
Jane street group	1.72M	0.26%	$10.85M
Ubs asset management americas	1.58M	0.23%	$9.97M
Cormorant asset management, lp	1.25M	0.19%	$7.90M
Charles schwab investment management	1.24M	0.18%	$7.81M
Jpmorgan chase	1.18M	0.18%	$7.48M
Northern trust	1.14M	0.17%	$7.22M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Harbourvest partners	335.71K	1.13%	$2.12M
Accurate wealth management	560.00K	0.85%	$3.56M
Allen inc /ny	687.57K	0.54%	$4.35M
Sheets smith wealth management	666.00K	0.50%	$4.21M
Cormorant asset management, lp	1.25M	0.46%	$7.90M
Clearwater capital advisors	482.55K	0.32%	$3.05M
Wealth effects	87.50K	0.20%	$553.00K
Meridian investment counsel	96.43K	0.19%	$609.46K
Virtus etf advisers	56.11K	0.17%	$354.60K
Collective family office	70.36K	0.13%	$444.64K

Top Buyers

Holder	Shares	% Assets	Change
Jane street group	1.72M	0.00%	1.41M
Ubs asset management americas	1.58M	0.00%	1.39M
Cormorant asset management, lp	1.25M	0.46%	1.25M
Blackrock	11.42M	0.00%	1.05M
First trust advisors lp	887.62K	0.01%	887.62K

Top Sellers

Holder	Shares	% Assets	Change
State street	7.86M	0.00%	-6.32M
Invesco	61.02K	0.00%	-1.21M
Perceptive advisors	-	-	-1.05M
Citigroup	108.99K	0.00%	-1.02M
Rafferty asset management	435.65K	0.01%	-874.74K

New Positions

Holder	Shares	% Assets	Change	Value
Cormorant asset management, lp	1.25M	0.46%	1.25M	$7.90M
First trust advisors lp	887.62K	0.01%	887.62K	$5.61M
Accurate wealth management	560.00K	0.85%	560.00K	$3.56M
Woodline partners lp	437.84K	0.03%	437.84K	$2.77M
Balyasny asset management	207.20K	0.00%	207.20K	$1.31M

Sold Out

Holder	Change
Investors research	-15.00
Financial gravity asset management	-17.00
Nelson, van denburg & campbell wealth management group	-26.00
Central bank & trust	-80.00
Thurston, springer, miller, herd & titak	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	189	-8.25%	68,622,145	11.64%	9	12.32%	85	-23.42%	41	-12.77%
Jun 30, 2024	204	12.09%	61,450,416	-7.05%	9	5.41%	110	23.60%	47	11.90%
Mar 31, 2024	182	21.33%	66,112,588	15.46%	12	9.85%	89	9.88%	42	40.00%
Dec 31, 2023	150	9.49%	57,262,192	15.61%	11	8.96%	81	30.65%	30	-3.23%
Sep 30, 2023	137	8.73%	49,528,611	26.96%	11	13.65%	62	-8.82%	31	40.91%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	5.73M	0.82%	8.20K
SPDR® S&P Biotech ETF	5.03M	0.72%	55.60K
Vanguard Small Cap Index	4.37M	0.63%	8.55K
iShares Russell 2000 ETF	3.74M	0.54%	-8.41K
Vanguard Small Cap Growth Index Inv	2.41M	0.35%	1.34K
Vanguard Institutional Extnd Mkt Idx Tr	2.40M	0.34%	-44.76K
Fidelity Small Cap Index	1.45M	0.21%	-36.08K
iShares Russell 2000 Growth ETF	1.02M	0.15%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	947.17K	0.14%	-31.80K
Fidelity Extended Market Index	932.42K	0.13%	-21.16K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 11, 2023	SOON-SHIONG PATRICK	See remarks	Buy	-
Jun 05, 2023	BLASZYK MICHAEL D	-	Buy	$132.96K
Jun 05, 2023	BLASZYK MICHAEL D	-	Buy	$1.33K
Jun 05, 2023	BLASZYK MICHAEL D	-	Buy	$63.73K
Jun 02, 2023	Brennan John Owen	-	Buy	$29.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	1	-

IBRX Ownership FAQ

Who Owns ImmunityBio?

ImmunityBio shareholders are primarily institutional investors at 9.86%, followed by 77.00% insiders and 13.14% retail investors. The average institutional ownership in ImmunityBio's industry, Biotech Stocks , is 47.04%, which ImmunityBio falls below.

Who owns the most shares of ImmunityBio?

ImmunityBio’s largest shareholders are Vanguard group (13.83M shares, 2.06%), Blackrock (11.42M shares, 1.70%), and State street (7.86M shares, 1.17%). Together, they hold 4.92% of ImmunityBio’s total shares outstanding.

Does Blackrock own ImmunityBio?

Yes, BlackRock owns 1.70% of ImmunityBio, totaling 11.42M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 72.19M$. In the last quarter, BlackRock increased its holdings by 1.05M shares, a 10.10% change.

Who is ImmunityBio’s biggest shareholder by percentage of total assets invested?

Harbourvest partners is ImmunityBio’s biggest shareholder by percentage of total assets invested, with 1.13% of its assets in 335.71K ImmunityBio shares, valued at 2.12M$.

Who is the top mutual fund holder of ImmunityBio shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of ImmunityBio shares, with 0.82% of its total shares outstanding invested in 5.73M ImmunityBio shares.

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