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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 11 | $286 | 0.00% | +11 | New |
| Nisa Investment Advisors, LLC | 22 | $573 | 0.00% | +22 | New |
| The PNC Financial Services Group, Inc. | 34 | $885 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $937 | 0.00% | +25+227.3% | Added |
| Signature Equity Partners, LLC | 40 | $1.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 59 | $1.54K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 141 | $3.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 138 | $3.82K | 0.00% | +138 | New |
| Proffitt & Goodson Inc | 150 | $3.91K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 154 | $4.01K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 169 | $4.40K | 0.00% | +51+43.2% | Added |
| AdvisorNet Financial, Inc | 206 | $5.36K | 0.00% | +206 | New |
| Jones Financial Companies LLLP | 706 | $16.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 930 | $24.2K | 0.00% | +930 | New |
| GAMMA Investing LLC | 1,198 | $31.2K | 0.00% | +119+11.0% | Added |
| JPMorgan Chase & Co | 2,106 | $50.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,952 | $50.8K | 0.01% | +1,950+97,500.0% | Added |
| Rhumbline Advisers | 3,791 | $98.7K | 0.00% | +2+0.1% | Added |
| Wells Fargo & Company | 5,379 | $140.1K | 0.00% | +1,079+25.1% | Added |
| Atlantic Union Bankshares Corp | 7,000 | $182.3K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 8,761 | $228.1K | 0.02% | +8,761 | New |
| DLD Asset Management, LP | 10,000 | $260.4K | 0.03% | +10,000 | New |
| Skopos Labs, Inc. | 10,363 | $269.9K | 0.01% | +10,363 | New |
| Old West Investment Management, LLC | 10,652 | $277.4K | 0.03% | +10,652 | New |
| Kestra Advisory Services, LLC | 12,250 | $319.0K | 0.00% | −6,280−33.9% | Reduced |
| Mariner, LLC | 12,867 | $334.9K | 0.00% | +513+4.2% | Added |
| Apis Capital Advisors, LLC | 14,000 | $364.6K | 0.06% | +14,000 | New |
| Advisor Group Holdings, Inc. | 22,870 | $595.5K | 0.00% | +9,405+69.8% | Added |
| Bank of America Corp | 23,337 | $607.7K | 0.00% | −7,824−25.1% | Reduced |
| Citadel Advisors LLC | 23,458 | $610.8K | 0.00% | +1,698+7.8% | Added |
| HRT Financial LP | 24,062 | $626.0K | 0.00% | +24,062 | New |
| Point72 Asset Management, L.P. | 24,557 | $639.5K | 0.00% | −23,766−49.2% | Reduced |
| Goldman Sachs Group Inc | 27,107 | $705.9K | 0.00% | +27,107 | New |
| Bank of Montreal | 27,244 | $709.4K | 0.00% | +27,244 | New |
| XTX Topco Ltd | 28,915 | $752.9K | 0.01% | +20,574+246.7% | Added |
| Quadrature Capital Ltd | 40,026 | $1.04M | 0.01% | +25,108+168.3% | Added |
| BlackRock, Inc. | 46,061 | $1.20M | 0.00% | +10,322+28.9% | Added |
| Private Advisor Group, LLC | 63,111 | $1.64M | 0.01% | +25,964+69.9% | Added |
| UBS Group AG | 63,872 | $1.66M | 0.00% | +33,917+113.2% | Added |
| Morgan Stanley | 65,526 | $1.71M | 0.00% | −64,980−49.8% | Reduced |
| Jane Street Group, LLC | 71,249 | $1.86M | 0.00% | −57,771−44.8% | Reduced |
| Millennium Management LLC | 164,725 | $4.29M | 0.00% | +47,289+40.3% | Added |
| Shay Capital LLC | 213,000 | $5.55M | 0.79% | +77,755+57.5% | Added |
| Woodline Partners LP | 469,115 | $12.2M | 0.05% | +300,062+177.5% | Added |
| Stifel Financial Corp | 646,480 | $16.8M | 0.02% | −184,201−22.2% | Reduced |
| Van Eck Associates Corp | 2,180,089 | $56.8M | 0.04% | +842,746+63.0% | Added |
| 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 |