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, Q4 2024
Institutional positions in IPERIONX Ltd as of Dec 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
- 25
- +6 vs. Q3 2024
- Shares held
- 2.56M
- +962.1K (+60.3%) vs. Q3 2024
- Total value
- $59.2M
- +$23.6M (+66.5%) vs. Q3 2024
- New holders
- 11
- 2 more added
- Sold out
- 5
- 8 more reduced
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stifel Financial Corp | 900,237 | $31.0M | 0.03% | +196,558+27.9% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 502,108 | $17.3M | 3.47% | −160,979−24.3% | Reduced |
| Thomist Capital Management, LP | 939,088 | $3.48M | 1.12% | +939,088 | New |
| Sowell Financial Services LLC | 46,421 | $1.60M | 0.08% | +46,421 | New |
| Bank of America Corp | 24,193 | $832.2K | 0.00% | +3,293+15.8% | Added |
| Jane Street Group, LLC | 18,760 | $645.3K | 0.00% | −7,768−29.3% | Reduced |
| Mercer Global Advisors Inc | 17,500 | $602.0K | 0.00% | +17,500 | New |
| Morgan Stanley | 15,750 | $541.8K | 0.00% | −16,850−51.7% | Reduced |
| Shay Capital LLC | 15,700 | $540.1K | 0.13% | −29,983−65.6% | Reduced |
| Toroso Investments, LLC | 14,719 | $506.3K | 0.00% | −1,857−11.2% | Reduced |
| Marshall Wace, LLP | 13,510 | $464.7K | 0.00% | +13,510 | New |
| Polar Asset Management Partners Inc. | 11,820 | $406.6K | 0.01% | −24,582−67.5% | Reduced |
| Corigliano Investment Advisers, LLC | 10,010 | $344.3K | 0.16% | +10,010 | New |
| Citadel Advisors LLC | 8,240 | $283.5K | 0.00% | +8,240 | New |
| Atlantic Union Bankshares Corp | 7,000 | $240.7K | 0.01% | +7,000 | New |
| Wells Fargo & Company | 5,500 | $189.2K | 0.00% | −1,691−23.5% | Reduced |
| Rhumbline Advisers | 3,983 | $137.0K | 0.00% | −75−1.8% | Reduced |
| Beacon Capital Management, LLC | 1,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 700 | $24.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $18.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 379 | $13.0K | 0.00% | +379 | New |
| FMR LLC | 298 | $10.3K | 0.00% | +298 | New |
| MAI Capital Management | 154 | $5.30K | 0.00% | +154 | New |
| Parkside Financial Bank & Trust | 80 | $2.75K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $172 | 0.00% | +5 | New |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −23,776−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −10,218−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −431−100.0% | Sold out |