Idaho Strategic Resources, Inc.
IDR- Exchange
- NYSE
- Industry
- Gold and Silver Ores
- SEC CIK
- 0001030192
No open-market purchases or sales by Idaho Strategic Resources, Inc. insiders were filed in the last 90 days; 127 institutions reported holding it in 13F filings for Q2 2026, worth $246.4M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Idaho Strategic Resources, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 141
- +15 vs. Q3 2025
- Shares held
- 7.16M
- +1.46M (+25.5%) vs. Q3 2025
- Total value
- $288.6M
- +$95.3M (+49.3%) vs. Q3 2025
- New holders
- 43
- 57 more added
- Sold out
- 28
- 28 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IDR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 127 | $246.4M |
| Q1 2026 | 137 | $232.8M |
| Q4 2025 | 141 | $288.6M |
| Q3 2025 | 126 | $193.3M |
| Q2 2025 | 74 | $51.7M |
| Q1 2025 | 56 | $40.0M |
| Q4 2024 | 58 | $28.4M |
| Q3 2024 | 52 | $33.6M |
| Q2 2024 | 29 | $13.9M |
| Q1 2024 | 17 | $9.46M |
| Q4 2023 | 18 | $6.75M |
| Q3 2023 | 15 | $5.13M |
| Q2 2023 | 18 | $5.52M |
| Q1 2023 | 15 | $5.02M |
| Q4 2022 | 17 | $5.38M |
| Q3 2022 | 15 | $4.92M |
| Q2 2022 | 12 | $7.70M |
| Q1 2022 | 2 | $2.32M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Idaho Strategic Resources, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 882 | $35.5K | 0.00% | +98+12.5% | Added |
| Allworth Financial LP | 558 | $22.5K | 0.00% | +458+458.0% | Added |
| USA Financial Portformulas Corp | 533 | $21.5K | 0.00% | −145−21.4% | Reduced |
| Islay Capital Management, LLC | 500 | $20.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 500 | $20.1K | 0.00% | +500 | New |
| Rialto Wealth Management, LLC | 500 | $20.1K | 0.00% | +500 | New |
| Meeder Asset Management Inc | 469 | $18.9K | 0.00% | +469 | New |
| Amalgamated Bank | 450 | $18.0K | 0.00% | +21+4.9% | Added |
| Merited Wealth, LLC | 320 | $12.9K | 0.01% | +320 | New |
| Kingdom Financial Group LLC. | 312 | $12.6K | 0.00% | +312 | New |
| Rothschild Investment LLC | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 244 | $9.83K | 0.00% | +155+174.2% | Added |
| US Bancorp | 229 | $9.23K | 0.00% | +229 | New |
| Newbridge Financial Services Group, Inc. | 200 | $8.06K | 0.00% | −1,200−85.7% | Reduced |
| Farther Finance Advisors, LLC | 196 | $7.90K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 189 | $7.62K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 173 | $6.97K | 0.00% | +113+188.3% | Added |
| NBC Securities, Inc. | 150 | $6.04K | 0.00% | −230−60.5% | Reduced |
| Hurley Capital, LLC | 143 | $5.76K | 0.00% | +143 | New |
| Quadrant Capital Group LLC | 129 | $5.20K | 0.00% | +25+24.0% | Added |
| Stone House Investment Management, LLC | 128 | $5.16K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 127 | $5.12K | 0.00% | +127 | New |
| GAMMA Investing LLC | 119 | $4.80K | 0.00% | +32+36.8% | Added |
| Geneos Wealth Management Inc. | 112 | $4.51K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 88 | $3.55K | 0.00% | +57+183.9% | Added |
| SWAN Capital LLC | 85 | $3.43K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 83 | $3.35K | 0.00% | +10+13.7% | Added |
| HHM Wealth Advisors, LLC | 81 | $3.27K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 67 | $2.70K | 0.00% | +40+148.1% | Added |
| CIBC Private Wealth Group, LLC | 56 | $2.26K | 0.00% | +5+9.8% | Added |
| Parallel Advisors, LLC | 55 | $2.22K | 0.00% | +55 | New |
| UBS Asset Management Americas Inc | 54 | $2.18K | 0.00% | +54 | New |
| The PNC Financial Services Group, Inc. | 36 | $1.45K | 0.00% | +29+414.3% | Added |
| Zions Bancorporation, National Association | 23 | $927 | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 22 | $887 | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 10 | $403 | 0.00% | −34−77.3% | Reduced |
| EverSource Wealth Advisors, LLC | 7 | $282 | 0.00% | −57−89.1% | Reduced |
| Massmutual Trust Co FSB | 2 | $81 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $41 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $40 | 0.00% | +1 | New |
| CWM, LLC | 5 | $0 | 0.00% | +4+400.0% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −93,232−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −43,483−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −47,455−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −46,872−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −41,864−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −29,820−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −26,436−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −22,131−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,010−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −16,829−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −14,734−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,759−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,456−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −12,343−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −9,180−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −8,857−100.0% | Sold out |
| Stonebridge Wealth Management, LLC | 0 | $0 | 0.00% | −6,740−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |