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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5 | $172 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 80 | $2.75K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 154 | $5.30K | 0.00% | +154 | New |
| FMR LLC | 298 | $10.3K | 0.00% | +298 | New |
| GAMMA Investing LLC | 379 | $13.0K | 0.00% | +379 | New |
| Tortoise Investment Management, LLC | 525 | $18.1K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 700 | $24.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $34.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,983 | $137.0K | 0.00% | −75−1.8% | Reduced |
| Wells Fargo & Company | 5,500 | $189.2K | 0.00% | −1,691−23.5% | Reduced |
| Atlantic Union Bankshares Corp | 7,000 | $240.7K | 0.01% | +7,000 | New |
| Citadel Advisors LLC | 8,240 | $283.5K | 0.00% | +8,240 | New |
| Corigliano Investment Advisers, LLC | 10,010 | $344.3K | 0.16% | +10,010 | New |
| Polar Asset Management Partners Inc. | 11,820 | $406.6K | 0.01% | −24,582−67.5% | Reduced |
| Marshall Wace, LLP | 13,510 | $464.7K | 0.00% | +13,510 | New |
| Toroso Investments, LLC | 14,719 | $506.3K | 0.00% | −1,857−11.2% | Reduced |
| Shay Capital LLC | 15,700 | $540.1K | 0.13% | −29,983−65.6% | Reduced |
| Morgan Stanley | 15,750 | $541.8K | 0.00% | −16,850−51.7% | Reduced |
| Mercer Global Advisors Inc | 17,500 | $602.0K | 0.00% | +17,500 | New |
| Jane Street Group, LLC | 18,760 | $645.3K | 0.00% | −7,768−29.3% | Reduced |
| Bank of America Corp | 24,193 | $832.2K | 0.00% | +3,293+15.8% | Added |
| Sowell Financial Services LLC | 46,421 | $1.60M | 0.08% | +46,421 | New |
| Thomist Capital Management, LP | 939,088 | $3.48M | 1.12% | +939,088 | New |
| Philadelphia Financial Management of San Francisco, LLC | 502,108 | $17.3M | 3.47% | −160,979−24.3% | Reduced |
| Stifel Financial Corp | 900,237 | $31.0M | 0.03% | +196,558+27.9% | Added |
| 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 |