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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-06 +42d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
301HARBOUR INVESTMENTS, INC.$01
302HSBC HOLDINGS PLC$01
303GODSEY & GIBB, INC$01
304MACKENZIE FINANCIAL CORP$01
305GROUP ONE TRADING LLC$01
306RENAISSANCE TECHNOLOGIES LLC$01
307Sculptor Capital LP$01
308CIBC WORLD MARKETS CORP$01
309LAZARD ASSET MANAGEMENT LLC$01
310TANG CAPITAL MANAGEMENT LLC$01
311CIBC Private Wealth Group LLC$01
312Graham Capital Management, L.P.$01
313Verition Fund Management LLC$01
314DekaBank Deutsche Girozentrale$01
315TWO SIGMA ADVISERS, LP$01
316SIMPLEX TRADING, LLC$01
317Skandinaviska Enskilda Banken AB (publ)$01
318JFS WEALTH ADVISORS, LLC$01
319Man Group plc$01
320Financial Enhancement Group LLC$01
321Squarepoint Ops LLC$01
322Quadrature Capital Ltd$01
323Schonfeld Strategic Advisors LLC$01
324Atom Investors LP$01
325Global Retirement Partners, LLC$01
326Farringdon Capital, Ltd.$01
327HighMark Wealth Management LLC$01
328R Squared Ltd$01
329Dunhill Financial, LLC$01
330True Wealth Design, LLC$01
331DiNuzzo Private Wealth, Inc.$01
332Diversify Advisory Services, LLC$01
333VARCOV Co.$01
334Gunpowder Capital Management, LLC dba Oliver Wealth Management$01
Truncated by Public Filings. The published aggregate ranks the top 334 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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