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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 21 | $378 | 0.00% | +21 | New |
| GAMMA Investing LLC | 122 | $2.19K | 0.00% | −257−67.8% | Reduced |
| MAI Capital Management | 154 | $2.77K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 191 | $3.00K | 0.00% | +191 | New |
| FMR LLC | 298 | $5.36K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $9.45K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 700 | $12.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,243 | $76.3K | 0.00% | +260+6.5% | Added |
| Wells Fargo & Company | 5,640 | $101.5K | 0.00% | +140+2.5% | Added |
| Corigliano Investment Advisers, LLC | 10,010 | $180.1K | 0.08% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,900 | $286.0K | 0.00% | +1,181+8.0% | Added |
| Bank of America Corp | 20,974 | $377.3K | 0.00% | −3,219−13.3% | Reduced |
| Old Mission Capital LLC | 26,506 | $476.8K | 0.01% | +26,506 | New |
| Jane Street Group, LLC | 31,967 | $575.1K | 0.00% | +13,207+70.4% | Added |
| Morgan Stanley | 38,397 | $690.8K | 0.00% | +22,647+143.8% | Added |
| UBS Group AG | 50,593 | $910.2K | 0.00% | +50,593 | New |
| Advisor Group Holdings, Inc. | 65,325 | $1.18M | 0.00% | +65,325 | New |
| Shay Capital LLC | 112,185 | $2.02M | 0.59% | +96,485+614.6% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 442,659 | $7.96M | 1.77% | −59,449−11.8% | Reduced |
| Stifel Financial Corp | 999,830 | $18.0M | 0.02% | +99,593+11.1% | Added |
| 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 |