IPERIONX Ltd
IPX- Exchange
- Nasdaq
- Industry
- Miscellaneous Metal Ores
- SEC CIK
- 0001898601
In the last 90 days, IPERIONX Ltd insiders filed 2 open-market purchases and 0 sales; 58 institutions reported holding it in 13F filings for Q2 2026, worth $140.6M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in IPERIONX Ltd as of Jun 30, 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
- 34
- +13 vs. Q1 2025
- Shares held
- 3.71M
- +1.89M (+103.2%) vs. Q1 2025
- Total value
- $63.4M
- +$30.5M (+92.9%) vs. Q1 2025
- New holders
- 16
- 5 more added
- Sold out
- 3
- 6 more reduced
Compare with Q1 2025: 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 | $116.6M |
| Q2 2025 | 34 | $63.4M |
| Q1 2025 | 21 | $32.9M |
| Q4 2024 | 25 | $59.2M |
| Q3 2024 | 19 | $35.6M |
| Q2 2024 | 17 | $20.9M |
| Q1 2024 | 13 | $24.8M |
| Q4 2023 | 9 | $6.08M |
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stifel Financial Corp | 974,668 | $30.7M | 0.03% | −25,162−2.5% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 297,053 | $9.36M | 2.07% | −145,606−32.9% | Reduced |
| Thomist Capital Management, LP | 1,885,203 | $5.84M | 3.52% | +1,885,203 | New |
| Shay Capital LLC | 106,068 | $3.34M | 0.76% | −6,117−5.5% | Reduced |
| Woodline Partners LP | 100,148 | $3.15M | 0.02% | +100,148 | New |
| Advisor Group Holdings, Inc. | 70,325 | $2.22M | 0.00% | +5,000+7.7% | Added |
| Jane Street Group, LLC | 55,558 | $1.75M | 0.00% | +23,591+73.8% | Added |
| UBS Group AG | 49,781 | $1.57M | 0.00% | −812−1.6% | Reduced |
| BlackRock, Inc. | 39,390 | $1.24M | 0.00% | +39,390 | New |
| Bank of America Corp | 35,441 | $1.12M | 0.00% | +14,467+69.0% | Added |
| Kestra Advisory Services, LLC | 24,905 | $784.5K | 0.00% | +24,905 | New |
| Symmetry Peak Management LLC | 19,355 | $609.7K | 6.91% | +19,355 | New |
| LPL Financial LLC | 14,350 | $452.0K | 0.00% | +14,350 | New |
| Corigliano Investment Advisers, LLC | 10,010 | $315.3K | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,000 | $220.5K | 0.01% | +7,000 | New |
| Morgan Stanley | 6,639 | $209.1K | 0.00% | −31,758−82.7% | Reduced |
| Wells Fargo & Company | 5,640 | $177.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,501 | $141.8K | 0.00% | +258+6.1% | Added |
| JPMorgan Chase & Co | 2,106 | $66.3K | 0.00% | +2,106 | New |
| Cape Investment Advisory, Inc. | 1,088 | $34.3K | 0.01% | +1,088 | New |
| Beacon Capital Management, LLC | 1,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 957 | $30.1K | 0.00% | +835+684.4% | Added |
| Proffitt & Goodson Inc | 700 | $22.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $16.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 154 | $4.85K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 143 | $4.50K | 0.00% | +143 | New |
| Royal Bank of Canada | 100 | $3.00K | 0.00% | −91−47.6% | Reduced |
| EverSource Wealth Advisors, LLC | 92 | $2.90K | 0.00% | +92 | New |
| National Bank of Canada | 66 | $2.07K | 0.00% | +66 | New |
| ORG Partners LLC | 30 | $885 | 0.00% | +30 | New |
| SBI Securities Co., Ltd. | 28 | $882 | 0.00% | +28 | New |
| The PNC Financial Services Group, Inc. | 21 | $662 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5 | $158 | 0.00% | +5 | New |
| CWM, LLC | 11 | $0 | 0.00% | +11 | New |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −26,506−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |