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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 5 | $247 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 27 | $1.33K | 0.00% | −1−3.6% | Reduced |
| ORG Partners LLC | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 33 | $1.63K | 0.00% | +12+57.1% | Added |
| National Bank of Canada | 35 | $1.74K | 0.00% | −31−47.0% | Reduced |
| FMR LLC | 49 | $2.42K | 0.00% | +49 | New |
| EverSource Wealth Advisors, LLC | 78 | $3.85K | 0.00% | −14−15.2% | Reduced |
| MAI Capital Management | 154 | $7.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 525 | $25.9K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 700 | $34.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 700 | $35.5K | 0.00% | +700 | New |
| GAMMA Investing LLC | 1,010 | $49.8K | 0.00% | +53+5.5% | Added |
| JPMorgan Chase & Co | 2,106 | $103.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,345 | $165.1K | 0.00% | −1,156−25.7% | Reduced |
| Toroso Investments, LLC | 4,608 | $227.4K | 0.00% | +4,608 | New |
| JustInvest LLC | 6,022 | $297.2K | 0.00% | +6,022 | New |
| Wells Fargo & Company | 6,090 | $300.5K | 0.00% | +450+8.0% | Added |
| Summit Trail Advisors, LLC | 6,862 | $338.6K | 0.00% | +6,862 | New |
| Atlantic Union Bankshares Corp | 7,000 | $345.4K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,215 | $405.4K | 0.00% | +8,215 | New |
| Massar Capital Management, LP | 9,500 | $468.8K | 0.17% | +9,500 | New |
| Quadrature Capital Ltd | 10,447 | $515.6K | 0.01% | +10,447 | New |
| Marex Group plc | 12,085 | $596.4K | 0.01% | +12,085 | New |
| Mariner, LLC | 12,133 | $598.8K | 0.00% | +12,133 | New |
| Cubist Systematic Strategies, LLC | 12,388 | $611.3K | 0.01% | +12,388 | New |
| Citadel Advisors LLC | 12,607 | $622.2K | 0.00% | +12,607 | New |
| HRT Financial LP | 20,313 | $1.00M | 0.00% | +20,313 | New |
| Bank of America Corp | 23,444 | $1.16M | 0.00% | −11,997−33.9% | Reduced |
| Kestra Advisory Services, LLC | 23,532 | $1.16M | 0.01% | −1,373−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 28,325 | $1.40M | 0.00% | −42,000−59.7% | Reduced |
| Symmetry Peak Management LLC | 29,425 | $1.45M | 10.70% | +10,070+52.0% | Added |
| UBS Group AG | 39,548 | $1.95M | 0.00% | −10,233−20.6% | Reduced |
| BlackRock, Inc. | 41,215 | $2.03M | 0.00% | +1,825+4.6% | Added |
| Morgan Stanley | 55,472 | $2.74M | 0.00% | +48,833+735.5% | Added |
| Shay Capital LLC | 72,387 | $3.57M | 0.65% | −33,681−31.8% | Reduced |
| Jane Street Group, LLC | 79,375 | $3.92M | 0.00% | +23,817+42.9% | Added |
| Woodline Partners LP | 100,207 | $4.95M | 0.02% | +59+0.1% | Added |
| Van Eck Associates Corp | 830,731 | $41.0M | 0.04% | +830,731 | New |
| Stifel Financial Corp | 899,050 | $44.4M | 0.04% | −75,618−7.8% | Reduced |
| 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 |