IPERIONX Ltd
IPX- Exchange
- Nasdaq
- Industry
- Miscellaneous Metal Ores
- SEC CIK
- 0001898601
In the last 90 days, IPERIONX Ltd insiders filed 2 open-market purchases and 0 sales; 58 institutions reported holding it in 13F filings for Q2 2026, worth $140.6M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in IPERIONX Ltd as of Dec 31, 2022. 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
- 4
- −1 vs. Q3 2022
- Shares held
- 236.4K
- −547.9K (−69.9%) vs. Q3 2022
- Total value
- $1.06M
- +$561.4K (+111.6%) vs. Q3 2022
- New holders
- 2
- 0 more added
- Sold out
- 3
- 0 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IPX 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 | 58 | $140.6M |
| Q1 2026 | 46 | $112.7M |
| Q4 2025 | 48 | $116.1M |
| Q3 2025 | 40 | $116.6M |
| Q2 2025 | 34 | $63.4M |
| Q1 2025 | 21 | $32.9M |
| Q4 2024 | 25 | $59.2M |
| Q3 2024 | 19 | $35.6M |
| Q2 2024 | 17 | $20.9M |
| Q1 2024 | 13 | $24.8M |
| Q4 2023 | 9 | $6.08M |
| Q3 2023 | 8 | $5.18M |
| Q2 2023 | 8 | $5.45M |
| Q1 2023 | 6 | $1.25M |
| Q4 2022 | 4 | $1.06M |
| Q3 2022 | 5 | $503.0K |
| Q2 2022 | 1 | $438.0K |
| Q1 2022 | 1 | $969.0K |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 225,250 | $1.01M | 0.00% | +225,250 | New |
| Bank of America Corp | 10,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $4.50K | 0.00% | +1,000 | New |
| Proffitt & Goodson Inc | 200 | $900 | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −773,334−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −219−100.0% | Sold out |