IPERIONX Ltd
IPX- Exchange
- Nasdaq
- Industry
- Miscellaneous Metal Ores
- SEC CIK
- 0001898601
No open-market purchases or sales by IPERIONX Ltd insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $140.6M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in IPERIONX Ltd as of Mar 31, 2024. 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
- 13
- +5 vs. Q4 2023
- Shares held
- 1.58M
- +945.6K (+150.1%) vs. Q4 2023
- Total value
- $23.5M
- +$17.7M (+302.6%) vs. Q4 2023
- New holders
- 5
- 4 more added
- Sold out
- 0
- 0 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 | $116.5M |
| Q2 2025 | 34 | $63.4M |
| Q1 2025 | 21 | $32.9M |
| Q4 2024 | 25 | $59.2M |
| Q3 2024 | 19 | $35.5M |
| Q2 2024 | 17 | $20.9M |
| Q1 2024 | 13 | $23.5M |
| Q4 2023 | 9 | $5.84M |
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 738,924 | $11.0M | 2.30% | +738,924 | New |
| Stifel Financial Corp | 406,482 | $6.06M | 0.01% | +151,231+59.2% | Added |
| B. Riley Financial, Inc. | 337,762 | $5.04M | 4.79% | +10,684+3.3% | Added |
| Morgan Stanley | 43,300 | $645.6K | 0.00% | +17,500+67.8% | Added |
| Shay Capital LLC | 23,352 | $347.9K | 0.10% | +23,352 | New |
| Bank of America Corp | 10,000 | $149.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,191 | $92.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,426 | $65.9K | 0.00% | +466+11.8% | Added |
| EntryPoint Capital, LLC | 2,220 | $33.1K | 0.03% | +2,220 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $15.1K | 0.00% | +1,000 | New |
| Beacon Capital Management, LLC | 1,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 700 | $10.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 200 | $2.98K | 0.00% | +200 | New |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |