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, 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 | $116.5M |
| 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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 11 | $0 | 0.00% | +11 | New |
| Principal Securities, Inc. | 5 | $158 | 0.00% | +5 | New |
| The PNC Financial Services Group, Inc. | 21 | $662 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 28 | $882 | 0.00% | +28 | New |
| ORG Partners LLC | 30 | $885 | 0.00% | +30 | New |
| National Bank of Canada | 66 | $2.07K | 0.00% | +66 | New |
| EverSource Wealth Advisors, LLC | 92 | $2.90K | 0.00% | +92 | New |
| Royal Bank of Canada | 100 | $3.00K | 0.00% | −91−47.6% | Reduced |
| AdvisorNet Financial, Inc | 143 | $4.50K | 0.00% | +143 | New |
| MAI Capital Management | 154 | $4.85K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $16.5K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 700 | $22.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 957 | $30.1K | 0.00% | +835+684.4% | Added |
| Beacon Capital Management, LLC | 1,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,088 | $34.3K | 0.01% | +1,088 | New |
| JPMorgan Chase & Co | 2,106 | $66.3K | 0.00% | +2,106 | New |
| Rhumbline Advisers | 4,501 | $141.8K | 0.00% | +258+6.1% | Added |
| Wells Fargo & Company | 5,640 | $177.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,639 | $209.1K | 0.00% | −31,758−82.7% | Reduced |
| Atlantic Union Bankshares Corp | 7,000 | $220.5K | 0.01% | +7,000 | New |
| Corigliano Investment Advisers, LLC | 10,010 | $315.3K | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 14,350 | $452.0K | 0.00% | +14,350 | New |
| Symmetry Peak Management LLC | 19,355 | $609.7K | 6.91% | +19,355 | New |
| Kestra Advisory Services, LLC | 24,905 | $784.5K | 0.00% | +24,905 | New |
| Bank of America Corp | 35,441 | $1.12M | 0.00% | +14,467+69.0% | Added |
| BlackRock, Inc. | 39,390 | $1.24M | 0.00% | +39,390 | New |
| UBS Group AG | 49,781 | $1.57M | 0.00% | −812−1.6% | Reduced |
| Jane Street Group, LLC | 55,558 | $1.75M | 0.00% | +23,591+73.8% | Added |
| Advisor Group Holdings, Inc. | 70,325 | $2.22M | 0.00% | +5,000+7.7% | Added |
| Woodline Partners LP | 100,148 | $3.15M | 0.02% | +100,148 | New |
| Shay Capital LLC | 106,068 | $3.34M | 0.76% | −6,117−5.5% | Reduced |
| Thomist Capital Management, LP | 1,885,203 | $5.84M | 3.52% | +1,885,203 | New |
| Philadelphia Financial Management of San Francisco, LLC | 297,053 | $9.36M | 2.07% | −145,606−32.9% | Reduced |
| Stifel Financial Corp | 974,668 | $30.7M | 0.03% | −25,162−2.5% | Reduced |
| 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 |