Public record / Tickers / IBRX

IBRX — ImmunityBio, Inc.†

Both disclosure regimes on one name: who in Congress filed about IBRX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1
all PTR rows naming IBRX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-17
filed 2023-04-17
13F holders
334
top-334 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-03-06 → filed 2023-04-17. Ranked over every IBRX row by the provable lower bound, never a point estimate.

No member disclosed IBRX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated IBRX rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IBRX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IBRX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-04-17Daniel S. Goldman D–NY-10SELLTraded 03-06 +42d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in IBRX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed IBRX in the trailing 12 months.

Congress ↔ notable managers · IBRX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $93.1K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · IMMUNITYBIO INC

Merged timeline of congressional filings and notable-manager moves on IBRX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+12,137 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IBRX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$202M1
2STATE STREET CORP$136M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$125M1
4VANGUARD CAPITAL MANAGEMENT LLC$116M1
5D. E. Shaw & Co., Inc.$96.4M1
6GEODE CAPITAL MANAGEMENT, LLC$61.6M1
7TWO SIGMA INVESTMENTS, LP$33.6M1
8MORGAN STANLEY$30.8M1
9Woodline Partners LP$26.4M1
10UBS Group AG$22.6M1
11VOLORIDGE INVESTMENT MANAGEMENT, LLC$22.5M1
12NORTHERN TRUST CORP$19.2M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$19.0M1
14BANK OF AMERICA CORP /DE/$18.8M1
15SEB Asset Management AB$18.8M1
16VANGUARD FIDUCIARY TRUST CO$16.3M1
17BARCLAYS PLC$14.5M1
18Private Advisor Group, LLC$12.6M1
19ROYAL BANK OF CANADA$11.4M1
20MILLENNIUM MANAGEMENT LLC$10.9M1
21FEDERATED HERMES, INC.$10.6M1
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.0M1
23Voleon Capital Management LP$8.9M1
24Cetera Investment Advisers$7.3M1
25Nuveen, LLC$6.7M1
26LPL Financial LLC$6.6M1
27Bank of New York Mellon Corp$6.4M1
28Pictet Asset Management Holding SA$5.6M1
29Clearwater Capital Advisors, LLC$5.5M1
30JANE STREET GROUP, LLC$5.4M1
31ALLEN HOLDING INC /NY$5.3M1
32Swiss National Bank$5.2M1
33Kercheville Advisors, LLC$4.9M1
34NATIONAL BANK OF CANADA /FI/$4.7M1
35D.A. DAVIDSON & CO.$4.3M1
36SHEETS SMITH WEALTH MANAGEMENT$4.2M1
37Rafferty Asset Management, LLC$4.2M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.1M1
39WELLS FARGO & COMPANY/MN$3.9M1
40FRANKLIN RESOURCES INC$3.8M1
41Hennion & Walsh Asset Management, Inc.$3.1M1
42Headlands Technologies LLC$3.0M1
43XTX Topco Ltd$3.0M1
44Plancorp, LLC$3.0M1
45RAYMOND JAMES FINANCIAL INC$2.9M1
46RHUMBLINE ADVISERS$2.8M1
47Virtus Investment Advisers, LLC$2.7M1
48DEUTSCHE BANK AG\$2.7M1
49Clearstead Advisors, LLC$2.7M1
50CITADEL ADVISORS LLC$2.3M1
51Jefferies Financial Group Inc.$2.3M1
52Winning Points Advisors, LLC$2.2M1
53MOR Wealth Management, LLC$2.2M1
54Focus Partners Wealth$2.1M1
55NIA IMPACT ADVISORS, LLC$2.1M1
56PRUDENTIAL FINANCIAL INC$2.1M1
57Invesco Ltd.$2.1M1
58Legal & General Group Plc$1.9M1
59STATE OF WISCONSIN INVESTMENT BOARD$1.9M1
60PROFUND ADVISORS LLC$1.9M1
61BLAIR WILLIAM & CO/IL$1.9M1
62VANGUARD ASSET MANAGEMENT, Ltd$1.8M1
63Corient Private Wealth LLC$1.5M1
64Daiwa Securities Group Inc.$1.5M1
65VOYA INVESTMENT MANAGEMENT LLC$1.5M1
66MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.5M1
67FORA Capital, LLC$1.4M1
68MFG WEALTH MANAGEMENT, INC.$1.3M1
69MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.3M1
70CITIGROUP INC$1.3M1
71Bleakley Financial Group, LLC$1.3M1
72MetLife Investment Management, LLC$1.2M1
73Janus Henderson Group Ltd.$1.2M1
74SBI Securities Co., Ltd.$1.2M1
75COLLECTIVE FAMILY OFFICE LLC$1.2M1
76Vanguard Global Advisers, LLC$1.1M1
77COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
78WELLINGTON MANAGEMENT GROUP LLP$1.0M1
79Creative Planning$926K1
80WEALTH EFFECTS LLC$908K1
81State of New Jersey Common Pension Fund D$904K1
82DIMENSIONAL FUND ADVISORS LP$844K1
83B. Riley Wealth Advisors, Inc.$799K1
84BALYASNY ASSET MANAGEMENT L.P.$797K1
85Kestra Advisory Services, LLC$793K1
86REGIONS FINANCIAL CORP$784K1
87OSAIC HOLDINGS, INC.$777K1
88CUTLER INVESTMENT COUNSEL LLC$767K1
89IMC-Chicago, LLC$745K1
90ALLIANCEBERNSTEIN L.P.$745K1
91MERIDIAN INVESTMENT COUNSEL INC.$740K1
92Arizona State Retirement System$726K1
93CLOUGH CAPITAL PARTNERS L P$721K1
94NEW YORK STATE COMMON RETIREMENT FUND$717K1
95Oasis Advisors, LLC$687K1
96ProShare Advisors LLC$681K1
97Vanguard Investments Australia, Ltd.$657K1
98CANADA PENSION PLAN INVESTMENT BOARD$648K1
99ExodusPoint Capital Management, LP$647K1
100INTECH INVESTMENT MANAGEMENT LLC$621K1
101Retirement Planning Group, LLC$617K1
102Zurcher Kantonalbank (Zurich Cantonalbank)$616K1
103Stilwell Value LLC$614K1
104KLP KAPITALFORVALTNING AS$582K1
105Bell & Brown Wealth Advisors, LLC$576K1
106Cherry Creek Investment Advisors, Inc.$572K1
107MAI Capital Management$559K1
108Tower Research Capital LLC (TRC)$556K1
109TigerOak Management, L.L.C.$555K1
110Aster Capital Management (DIFC) Ltd$548K1
111E Fund Management Co., Ltd.$539K1
112Accurate Wealth Management, LLC$528K1
113AQR CAPITAL MANAGEMENT LLC$510K1
114AMERIPRISE FINANCIAL INC$495K1
115Hills Bank & Trust Co$478K1
116Wealth Management Associates, Inc.$466K1
117Visionary Wealth Advisors$451K1
118Encompass More Asset Management$437K1
119Brevan Howard Capital Management LP$435K1
120COURIER CAPITAL LLC$430K1
121HighTower Advisors, LLC$429K1
122TRUIST FINANCIAL CORP$422K1
123Mirae Asset Global Investments Co., Ltd.$411K1
124GRIMES & Co WEALTH MANAGEMENT, LLC$409K1
125Torrey Growth & Income Advisors$405K1
126Gladstone Institutional Advisory LLC$394K1
127Cresset Asset Management, LLC$386K1
128DOLIVER ADVISORS, LP$384K1
129SummitTX Capital, L.P.$374K1
130Allianz Asset Management GmbH$364K1
131CWM, LLC$361K1
132TEACHER RETIREMENT SYSTEM OF TEXAS$343K1
133Merit Financial Group, LLC$342K1
134Mariner, LLC$333K1
135Xcel Wealth Management, LLC$331K1
136VICTORY CAPITAL MANAGEMENT INC$328K1
137Arrowpoint Investment Partners (Singapore) Pte. Ltd.$315K1
138Beacon Pointe Advisors, LLC$309K1
139Parvin Asset Management, LLC$307K1
140Wealth Management Partners, LLC$306K1
141SEI INVESTMENTS CO$302K1
142STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$288K1
143Cornerstone Wealth Group, LLC$267K1
144AXQ CAPITAL, LP$263K1
145UNIQUE WEALTH, LLC$253K1
146FOUNDATIONS INVESTMENT ADVISORS, LLC$247K1
147Quantinno Capital Management LP$247K1
148Mutual Advisors, LLC$242K1
149FMR LLC$236K1
150WOLFF WIESE MAGANA LLC$232K1
151Walser Wealth Management Company, A Ltd Liability Co$230K1
152Meridian Wealth Advisors, LLC$230K1
153Sanctuary Advisors, LLC$227K1
154KLCM Advisors, Inc.$222K1
155Vanguard Personalized Indexing Management, LLC$220K1
156XPONANCE LLC$214K1
157Waverly Advisors, LLC$211K1
158LEAVELL INVESTMENT MANAGEMENT, INC.$211K1
159Sequoia Financial Advisors, LLC$205K1
160WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$202K1
161Scientech Research LLC$198K1
162Vontobel Holding Ltd.$194K1
163CIBC Bancorp USA Inc.$194K1
164IEQ CAPITAL, LLC$193K1
165Caitong International Asset Management Co., Ltd$192K1
166Joel Isaacson & Co., LLC$192K1
167Freestone Capital Holdings, LLC$188K1
168Savvy Advisors, Inc.$185K1
169Chicago Partners Investment Group LLC$185K1
170Ameritas Investment Partners, Inc.$184K1
171KESTRA PRIVATE WEALTH SERVICES, LLC$182K1
172Opal Wealth Advisors, LLC$181K1
173Swiss Life Asset Management Ltd$180K1
174TWO SIGMA SECURITIES, LLC$173K1
175Universal- Beteiligungs- und Servicegesellschaft mbH$168K1
176Capital Investment Advisors, LLC$167K1
177Composition Wealth, LLC$166K1
178CenterStar Asset Management, LLC$165K1
179McAdam, LLC$164K1
180Kovack Advisors, Inc.$162K1
181Ancora Advisors LLC$153K1
182SIERRA OCEAN, LLC$153K1
183GLR Partners, LLC$153K1
184Abel Hall, LLC$152K1
185BROWN ADVISORY INC$152K1
186PRINCIPAL FINANCIAL GROUP INC$151K1
187MIRABELLA FINANCIAL SERVICES LLP$151K1
188World Investment Advisors$146K1
189LBMC INVESTMENT ADVISORS, LLC$146K1
190DnB Asset Management AS$145K1
191ENVESTNET ASSET MANAGEMENT INC$139K1
192Sigma Planning Corp$136K1
193WealthCare Investment Partners, LLC$133K1
194BCGM Wealth Management, LLC$131K1
195BANK OF MONTREAL /CAN/$130K1
196Richmond Investment Services, LLC$128K1
197Sowell Financial Services LLC$127K1
198Amundi$127K1
199Caprock Group, LLC$124K1
200Wealthfront Advisers LLC$123K1
201NISA INVESTMENT ADVISORS, LLC$115K1
202SANDERS MORRIS HARRIS LLC$115K1
203Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$115K1
204Steward Partners Investment Advisory, LLC$115K1
205IHT Wealth Management, LLC$114K1
206Daybright Advisory Services, Inc.$114K1
207Concurrent Investment Advisors, LLC$111K1
208Engineers Gate Manager LP$110K1
209Maia Wealth LLC$110K1
210Pure Financial Advisors, LLC$110K1
211United Bank$110K1
212GTS SECURITIES LLC$109K1
213Journey Advisory Group, LLC$109K1
214Norris Financial Group, LLC$108K1
215AlphaCore Capital LLC$108K1
216EP Wealth Advisors, LLC$107K1
217Lido Advisors, LLC$106K1
218WealthPlan Investment Management, LLC$105K1
219Maltin Wealth Management, Inc.$101K1
220Hartford Financial Management Inc.$99.7K1
221FIRETHORN WEALTH PARTNERS, LLC$93.7K1
222MERCER GLOBAL ADVISORS INC /ADV$93.6K1
223Orion Porfolio Solutions, LLC$93.4K1
224Gotham Asset Management, LLC$93.1K1
225Cerity Partners LLC$92.7K1
226DIVERSIFY WEALTH MANAGEMENT, LLC$90.4K1
227Empowered Funds, LLC$89.7K1
228Walleye Partners, LLC$87.4K1
229DRW Securities, LLC$85.4K1
230Cypress Wealth Services, LLC$84.4K1
231Curran Financial Partners, LLC$81.6K1
232Compound Planning, Inc.$80.7K1
233US BANCORP \DE\$80.5K1
234Envision Financial Planning, LLC$80.2K1
235Mayflower Financial Advisors, LLC$78.3K1
236Aaron Wealth Advisors LLC$78.1K1
237Hodges Capital Management Inc.$76.7K1
238Clear Harbor Asset Management, LLC$76.7K1
239PEDDOCK CAPITAL ADVISORS, LLC$76.7K1
240Berkeley Capital Partners, LLC$76.7K1
241Financial Advisors Network, Inc.$76.7K1
242Slow Capital, Inc.$76.7K1
243Vanguard Capital Wealth Advisors$76.7K1
244Garden State Investment Advisory Services LLC$76.7K1
245Allspring Global Investments Holdings, LLC$73.1K1
246NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$52.9K1
247Rockefeller Capital Management L.P.$46.2K1
248Geneos Wealth Management Inc.$44.1K1
249BNP Paribas Asset Management Holding S.A.$44.0K1
250Wilmington Savings Fund Society, FSB$43.7K1
251Equitable Holdings, Inc.$30.7K1
252HRT FINANCIAL LP$30.1K1
253Ritter Daniher Financial Advisory LLC / DE$25.4K1
254Sterling Capital Management LLC$25.3K1
255Kemnay Advisory Services Inc.$23.8K1
256Optiver Holding B.V.$20.7K1
257MCF Advisors LLC$20.3K1
258Federation des caisses Desjardins du Quebec$19.3K1
259Key FInancial Inc$15.3K1
260Arax Advisory Partners$14.2K1
261E Fund Management (Hong Kong) Co., Ltd.$12.7K1
262ELEVATION WEALTH PARTNERS, LLC$11.5K1
263Allworth Financial LP$10.6K1
264EFG International AG$10.4K1
265BFSG, LLC$10.0K1
266American Capital Advisory, LLC$9.0K1
267CENTRAL TRUST Co$7.7K1
268Caption Management, LLC$7.7K1
269Larson Financial Group LLC$7.7K1
270MTM Investment Management, LLC$7.7K1
271SITTNER & NELSON, LLC$7.7K1
272Ameritas Advisory Services, LLC$7.7K1
273Crews Bank & Trust$7.7K1
274MCGUIRE CAPITAL ADVISORS INC$6.9K1
275Blue Trust, Inc.$5.9K1
276West Branch Capital LLC$5.8K1
277ENTRUST FINANCIAL LLC$4.6K1
278Tradewinds Capital Management, LLC$3.8K1
279Caitlin John, LLC$3.8K1
280Spire Wealth Management$3.8K1
281Strategic Investment Solutions, Inc. /IL$3.4K1
282Atlantic Union Bankshares Corp$2.9K1
283Decker Retirement Planning Inc.$2.7K1
284Accent Capital Management, LLC$2.5K1
285Parkside Financial Bank & Trust$2.1K1
286Virtu Financial LLC$2.0K1
287FIFTH THIRD BANCORP$1.7K1
288NFSG Corp$1.5K1
289ALGERT GLOBAL LLC$1.4K1
290TOTH FINANCIAL ADVISORY CORP$1.1K1
291Keating Financial Advisory Services, Inc.$1.0K1
292INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$7141
293GSA CAPITAL PARTNERS LLP$4351
294Rialto Wealth Management, LLC$3841
295KBC Group NV$791
296SJS Investment Consulting Inc.$771
297PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$421
298ASSETMARK, INC$81
299Avion Wealth$61
300VANGUARD GROUP INC— value not disclosed1
301HARBOUR INVESTMENTS, INC.— value not disclosed1
302HSBC HOLDINGS PLC— value not disclosed1
303GODSEY & GIBB, INC— value not disclosed1
304MACKENZIE FINANCIAL CORP— value not disclosed1
305GROUP ONE TRADING LLC— value not disclosed1
306RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
307Sculptor Capital LP— value not disclosed1
308CIBC WORLD MARKETS CORP— value not disclosed1
309LAZARD ASSET MANAGEMENT LLC— value not disclosed1
310TANG CAPITAL MANAGEMENT LLC— value not disclosed1
311CIBC Private Wealth Group LLC— value not disclosed1
312Graham Capital Management, L.P.— value not disclosed1
313Verition Fund Management LLC— value not disclosed1
314DekaBank Deutsche Girozentrale— value not disclosed1
315TWO SIGMA ADVISERS, LP— value not disclosed1
316SIMPLEX TRADING, LLC— value not disclosed1
317Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
318JFS WEALTH ADVISORS, LLC— value not disclosed1
319Man Group plc— value not disclosed1
320Financial Enhancement Group LLC— value not disclosed1
321Squarepoint Ops LLC— value not disclosed1
322Quadrature Capital Ltd— value not disclosed1
323Schonfeld Strategic Advisors LLC— value not disclosed1
324Atom Investors LP— value not disclosed1
325Global Retirement Partners, LLC— value not disclosed1
326Farringdon Capital, Ltd.— value not disclosed1
327HighMark Wealth Management LLC— value not disclosed1
328R Squared Ltd— value not disclosed1
329Dunhill Financial, LLC— value not disclosed1
330True Wealth Design, LLC— value not disclosed1
331DiNuzzo Private Wealth, Inc.— value not disclosed1
332Diversify Advisory Services, LLC— value not disclosed1
333VARCOV Co.— value not disclosed1
334Gunpowder Capital Management, LLC dba Oliver Wealth Management— value not disclosed1
Truncated by Public Filings. Every one of the 299 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IBRX

RETAINED WINDOW · ACTIVE HITS

Zero hits on IBRX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IBRX · financials and macro

Financials — as filed PLANNED

IBRX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IBRX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing