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, Q4 2025
Institutional positions in IPERIONX Ltd as of Dec 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
- 48
- +9 vs. Q3 2025
- Shares held
- 3.21M
- +860.9K (+36.7%) vs. Q3 2025
- Total value
- $116.1M
- +$291.8K (+0.3%) vs. Q3 2025
- New holders
- 18
- 17 more added
- Sold out
- 9
- 9 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $36 | 0.00% | +1 | New |
| SageView Advisory Group, LLC | 1 | $37 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $72 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 11 | $398 | 0.00% | −16−59.3% | Reduced |
| The PNC Financial Services Group, Inc. | 34 | $1.23K | 0.00% | +1+3.0% | Added |
| Greenline Wealth Management LLC | 38 | $1.38K | 0.00% | +38 | New |
| ORG Partners LLC | 40 | $1.45K | 0.00% | +10+33.3% | Added |
| Signature Equity Partners, LLC | 40 | $1.45K | 0.00% | +40 | New |
| BNP Paribas Arbitrage, SA | 53 | $1.92K | 0.00% | +53 | New |
| EverSource Wealth Advisors, LLC | 59 | $2.13K | 0.00% | −19−24.4% | Reduced |
| FMR LLC | 118 | $4.27K | 0.00% | +69+140.8% | Added |
| Basecamp Wealth Advisors LLC | 141 | $5.10K | 0.00% | +141 | New |
| Proffitt & Goodson Inc | 150 | $5.43K | 0.00% | −550−78.6% | Reduced |
| MAI Capital Management | 154 | $5.57K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 706 | $25.5K | 0.00% | +6+0.9% | Added |
| Cape Investment Advisory, Inc. | 1,038 | $37.6K | 0.01% | +1,038 | New |
| GAMMA Investing LLC | 1,079 | $39.0K | 0.00% | +69+6.8% | Added |
| JPMorgan Chase & Co | 2,106 | $76.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,789 | $137.1K | 0.00% | +444+13.3% | Added |
| Wells Fargo & Company | 4,300 | $155.6K | 0.00% | −1,790−29.4% | Reduced |
| State of Tennessee, Treasury Department | 3,300 | $164.8K | 0.00% | +3,300 | New |
| DV Equities, LLC | 4,914 | $177.8K | 0.03% | +4,914 | New |
| Summit Trail Advisors, LLC | 6,862 | $248.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,000 | $253.3K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 7,110 | $257.3K | 0.00% | +7,110 | New |
| JustInvest LLC | 7,621 | $275.8K | 0.00% | +1,599+26.6% | Added |
| XY Capital Ltd | 8,022 | $290.3K | 0.29% | +8,022 | New |
| XTX Topco Ltd | 8,341 | $301.8K | 0.01% | +8,341 | New |
| Verition Fund Management LLC | 8,683 | $314.2K | 0.00% | +8,683 | New |
| Qube Research & Technologies Ltd | 9,927 | $359.2K | 0.00% | +9,927 | New |
| Corigliano Investment Advisers, LLC | 10,010 | $362.2K | 0.13% | +10,010 | New |
| Mariner, LLC | 12,354 | $447.0K | 0.00% | +221+1.8% | Added |
| Advisor Group Holdings, Inc. | 13,465 | $487.2K | 0.00% | −14,860−52.5% | Reduced |
| Quadrature Capital Ltd | 14,918 | $539.8K | 0.01% | +4,471+42.8% | Added |
| Kestra Advisory Services, LLC | 18,530 | $670.5K | 0.00% | −5,002−21.3% | Reduced |
| Citadel Advisors LLC | 21,760 | $787.4K | 0.00% | +9,153+72.6% | Added |
| UBS Group AG | 29,955 | $1.08M | 0.00% | −9,593−24.3% | Reduced |
| Bank of America Corp | 31,161 | $1.13M | 0.00% | +7,717+32.9% | Added |
| BlackRock, Inc. | 35,739 | $1.29M | 0.00% | −5,476−13.3% | Reduced |
| Private Advisor Group, LLC | 37,147 | $1.34M | 0.01% | +28,932+352.2% | Added |
| Point72 Asset Management, L.P. | 48,323 | $1.75M | 0.00% | +48,323 | New |
| Millennium Management LLC | 117,436 | $4.25M | 0.00% | +117,436 | New |
| Jane Street Group, LLC | 129,020 | $4.67M | 0.01% | +49,645+62.5% | Added |
| Morgan Stanley | 130,506 | $4.72M | 0.00% | +75,034+135.3% | Added |
| Shay Capital LLC | 135,245 | $4.89M | 0.79% | +62,858+86.8% | Added |
| Woodline Partners LP | 169,053 | $6.12M | 0.02% | +68,846+68.7% | Added |
| Stifel Financial Corp | 830,681 | $30.1M | 0.03% | −68,369−7.6% | Reduced |
| Van Eck Associates Corp | 1,337,343 | $48.4M | 0.04% | +506,612+61.0% | Added |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −29,425−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,313−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −12,085−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,608−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |