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, Q1 2026
Institutional positions in IPERIONX Ltd as of Mar 31, 2026. 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
- 46
- 0 vs. Q4 2025
- Shares held
- 4.33M
- +1.12M (+35.1%) vs. Q4 2025
- Total value
- $112.7M
- −$3.27M (−2.8%) vs. Q4 2025
- New holders
- 13
- 18 more added
- Sold out
- 13
- 6 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 2,180,089 | $56.8M | 0.04% | +842,746+63.0% | Added |
| Stifel Financial Corp | 646,480 | $16.8M | 0.02% | −184,201−22.2% | Reduced |
| Woodline Partners LP | 469,115 | $12.2M | 0.05% | +300,062+177.5% | Added |
| Shay Capital LLC | 213,000 | $5.55M | 0.79% | +77,755+57.5% | Added |
| Millennium Management LLC | 164,725 | $4.29M | 0.00% | +47,289+40.3% | Added |
| Jane Street Group, LLC | 71,249 | $1.86M | 0.00% | −57,771−44.8% | Reduced |
| Morgan Stanley | 65,526 | $1.71M | 0.00% | −64,980−49.8% | Reduced |
| UBS Group AG | 63,872 | $1.66M | 0.00% | +33,917+113.2% | Added |
| Private Advisor Group, LLC | 63,111 | $1.64M | 0.01% | +25,964+69.9% | Added |
| BlackRock, Inc. | 46,061 | $1.20M | 0.00% | +10,322+28.9% | Added |
| Quadrature Capital Ltd | 40,026 | $1.04M | 0.01% | +25,108+168.3% | Added |
| XTX Topco Ltd | 28,915 | $752.9K | 0.01% | +20,574+246.7% | Added |
| Bank of Montreal | 27,244 | $709.4K | 0.00% | +27,244 | New |
| Goldman Sachs Group Inc | 27,107 | $705.9K | 0.00% | +27,107 | New |
| Point72 Asset Management, L.P. | 24,557 | $639.5K | 0.00% | −23,766−49.2% | Reduced |
| HRT Financial LP | 24,062 | $626.0K | 0.00% | +24,062 | New |
| Citadel Advisors LLC | 23,458 | $610.8K | 0.00% | +1,698+7.8% | Added |
| Bank of America Corp | 23,337 | $607.7K | 0.00% | −7,824−25.1% | Reduced |
| Advisor Group Holdings, Inc. | 22,870 | $595.5K | 0.00% | +9,405+69.8% | Added |
| Apis Capital Advisors, LLC | 14,000 | $364.6K | 0.06% | +14,000 | New |
| Mariner, LLC | 12,867 | $334.9K | 0.00% | +513+4.2% | Added |
| Kestra Advisory Services, LLC | 12,250 | $319.0K | 0.00% | −6,280−33.9% | Reduced |
| Old West Investment Management, LLC | 10,652 | $277.4K | 0.03% | +10,652 | New |
| Skopos Labs, Inc. | 10,363 | $269.9K | 0.01% | +10,363 | New |
| DLD Asset Management, LP | 10,000 | $260.4K | 0.03% | +10,000 | New |
| Synergy Financial Management, LLC | 8,761 | $228.1K | 0.02% | +8,761 | New |
| Atlantic Union Bankshares Corp | 7,000 | $182.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,379 | $140.1K | 0.00% | +1,079+25.1% | Added |
| Rhumbline Advisers | 3,791 | $98.7K | 0.00% | +2+0.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,952 | $50.8K | 0.01% | +1,950+97,500.0% | Added |
| JPMorgan Chase & Co | 2,106 | $50.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,198 | $31.2K | 0.00% | +119+11.0% | Added |
| Parallel Advisors, LLC | 930 | $24.2K | 0.00% | +930 | New |
| Jones Financial Companies LLLP | 706 | $16.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 206 | $5.36K | 0.00% | +206 | New |
| FMR LLC | 169 | $4.40K | 0.00% | +51+43.2% | Added |
| MAI Capital Management | 154 | $4.01K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 150 | $3.91K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 138 | $3.82K | 0.00% | +138 | New |
| Basecamp Wealth Advisors LLC | 141 | $3.67K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $1.54K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 40 | $1.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $937 | 0.00% | +25+227.3% | Added |
| The PNC Financial Services Group, Inc. | 34 | $885 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22 | $573 | 0.00% | +22 | New |
| Assetmark, Inc | 11 | $286 | 0.00% | +11 | New |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,927−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,683−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −8,022−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −7,621−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −6,862−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DV Equities, LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |