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 2025
Institutional positions in IPERIONX Ltd as of Mar 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
- 21
- −4 vs. Q4 2024
- Shares held
- 1.83M
- −730.4K (−28.6%) vs. Q4 2024
- Total value
- $32.9M
- −$26.3M (−44.4%) vs. Q4 2024
- New holders
- 5
- 7 more added
- Sold out
- 9
- 3 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stifel Financial Corp | 999,830 | $18.0M | 0.02% | +99,593+11.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 442,659 | $7.96M | 1.77% | −59,449−11.8% | Reduced |
| Shay Capital LLC | 112,185 | $2.02M | 0.59% | +96,485+614.6% | Added |
| Advisor Group Holdings, Inc. | 65,325 | $1.18M | 0.00% | +65,325 | New |
| UBS Group AG | 50,593 | $910.2K | 0.00% | +50,593 | New |
| Morgan Stanley | 38,397 | $690.8K | 0.00% | +22,647+143.8% | Added |
| Jane Street Group, LLC | 31,967 | $575.1K | 0.00% | +13,207+70.4% | Added |
| Old Mission Capital LLC | 26,506 | $476.8K | 0.01% | +26,506 | New |
| Bank of America Corp | 20,974 | $377.3K | 0.00% | −3,219−13.3% | Reduced |
| Toroso Investments, LLC | 15,900 | $286.0K | 0.00% | +1,181+8.0% | Added |
| Corigliano Investment Advisers, LLC | 10,010 | $180.1K | 0.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,640 | $101.5K | 0.00% | +140+2.5% | Added |
| Rhumbline Advisers | 4,243 | $76.3K | 0.00% | +260+6.5% | Added |
| Beacon Capital Management, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 700 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $9.45K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 298 | $5.36K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 191 | $3.00K | 0.00% | +191 | New |
| MAI Capital Management | 154 | $2.77K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 122 | $2.19K | 0.00% | −257−67.8% | Reduced |
| The PNC Financial Services Group, Inc. | 21 | $378 | 0.00% | +21 | New |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −939,088−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −46,421−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,510−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −11,820−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5−100.0% | Sold out |