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, Q3 2025
Institutional positions in IPERIONX Ltd as of Sep 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
- 40
- +6 vs. Q2 2025
- Shares held
- 2.36M
- −1.35M (−36.4%) vs. Q2 2025
- Total value
- $116.5M
- +$53.0M (+83.6%) vs. Q2 2025
- New holders
- 14
- 8 more added
- Sold out
- 8
- 10 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stifel Financial Corp | 899,050 | $44.4M | 0.04% | −75,618−7.8% | Reduced |
| Van Eck Associates Corp | 830,731 | $41.0M | 0.04% | +830,731 | New |
| Woodline Partners LP | 100,207 | $4.95M | 0.02% | +59+0.1% | Added |
| Jane Street Group, LLC | 79,375 | $3.92M | 0.00% | +23,817+42.9% | Added |
| Shay Capital LLC | 72,387 | $3.57M | 0.65% | −33,681−31.8% | Reduced |
| Morgan Stanley | 55,472 | $2.74M | 0.00% | +48,833+735.5% | Added |
| BlackRock, Inc. | 41,215 | $2.03M | 0.00% | +1,825+4.6% | Added |
| UBS Group AG | 39,548 | $1.95M | 0.00% | −10,233−20.6% | Reduced |
| Symmetry Peak Management LLC | 29,425 | $1.45M | 10.70% | +10,070+52.0% | Added |
| Advisor Group Holdings, Inc. | 28,325 | $1.40M | 0.00% | −42,000−59.7% | Reduced |
| Kestra Advisory Services, LLC | 23,532 | $1.16M | 0.01% | −1,373−5.5% | Reduced |
| Bank of America Corp | 23,444 | $1.16M | 0.00% | −11,997−33.9% | Reduced |
| HRT Financial LP | 20,313 | $1.00M | 0.00% | +20,313 | New |
| Citadel Advisors LLC | 12,607 | $622.2K | 0.00% | +12,607 | New |
| Cubist Systematic Strategies, LLC | 12,388 | $611.3K | 0.01% | +12,388 | New |
| Mariner, LLC | 12,133 | $598.8K | 0.00% | +12,133 | New |
| Marex Group plc | 12,085 | $596.4K | 0.01% | +12,085 | New |
| Quadrature Capital Ltd | 10,447 | $515.6K | 0.01% | +10,447 | New |
| Massar Capital Management, LP | 9,500 | $468.8K | 0.17% | +9,500 | New |
| Private Advisor Group, LLC | 8,215 | $405.4K | 0.00% | +8,215 | New |
| Atlantic Union Bankshares Corp | 7,000 | $345.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,862 | $338.6K | 0.00% | +6,862 | New |
| Wells Fargo & Company | 6,090 | $300.5K | 0.00% | +450+8.0% | Added |
| JustInvest LLC | 6,022 | $297.2K | 0.00% | +6,022 | New |
| Toroso Investments, LLC | 4,608 | $227.4K | 0.00% | +4,608 | New |
| Rhumbline Advisers | 3,345 | $165.1K | 0.00% | −1,156−25.7% | Reduced |
| JPMorgan Chase & Co | 2,106 | $103.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,010 | $49.8K | 0.00% | +53+5.5% | Added |
| Jones Financial Companies LLLP | 700 | $35.5K | 0.00% | +700 | New |
| Proffitt & Goodson Inc | 700 | $34.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $25.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 154 | $7.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 78 | $3.85K | 0.00% | −14−15.2% | Reduced |
| FMR LLC | 49 | $2.42K | 0.00% | +49 | New |
| National Bank of Canada | 35 | $1.74K | 0.00% | −31−47.0% | Reduced |
| The PNC Financial Services Group, Inc. | 33 | $1.63K | 0.00% | +12+57.1% | Added |
| ORG Partners LLC | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $1.33K | 0.00% | −1−3.6% | Reduced |
| CWM, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5 | $247 | 0.00% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −297,053−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −1,885,203−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −100−100.0% | Sold out |