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, Q2 2026
Institutional positions in IPERIONX Ltd as of Jun 30, 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
- 58
- +13 vs. Q1 2026
- Shares held
- 4.73M
- +411.8K (+9.5%) vs. Q1 2026
- Total value
- $140.6M
- +$28.2M (+25.1%) vs. Q1 2026
- New holders
- 22
- 22 more added
- Sold out
- 9
- 8 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding IPERIONX Ltd; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axiom Investment Management LLC | 10 | $297 | 0.00% | +10 | New |
| Assetmark, Inc | 25 | $743 | 0.00% | +14+127.3% | Added |
| Investors Portfolio Services LLC | 28 | $832 | 0.00% | +28 | New |
| The PNC Financial Services Group, Inc. | 34 | $1.01K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 53 | $1.58K | 0.00% | +53 | New |
| Huntington National Bank | 59 | $1.75K | 0.00% | +59 | New |
| SBI Securities Co., Ltd. | 87 | $2.59K | 0.00% | +51+141.7% | Added |
| Basecamp Wealth Advisors LLC | 141 | $4.19K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 150 | $4.46K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 200 | $6.00K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 206 | $6.12K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 212 | $6.30K | 0.00% | +43+25.4% | Added |
| Nisa Investment Advisors, LLC | 234 | $6.96K | 0.00% | +212+963.6% | Added |
| EverSource Wealth Advisors, LLC | 271 | $8.06K | 0.00% | +212+359.3% | Added |
| Global Retirement Partners, LLC | 277 | $8.23K | 0.00% | +277 | New |
| Compagnie Lombard Odier SCmA | 290 | $8.62K | 0.00% | +290 | New |
| Caitong International Asset Management Co., Ltd | 661 | $19.7K | 0.00% | −1,291−66.1% | Reduced |
| Cape Investment Advisory, Inc. | 797 | $23.7K | 0.01% | +797 | New |
| Jones Financial Companies LLLP | 972 | $25.8K | 0.00% | +266+37.7% | Added |
| Farther Finance Advisors, LLC | 1,472 | $43.8K | 0.00% | +1,334+966.7% | Added |
| Wells Fargo & Company | 1,612 | $47.9K | 0.00% | −3,767−70.0% | Reduced |
| Parallel Advisors, LLC | 1,644 | $48.9K | 0.00% | +714+76.8% | Added |
| GAMMA Investing LLC | 1,681 | $50.0K | 0.00% | +483+40.3% | Added |
| Simplex Trading, LLC | 2,604 | $77.4K | 0.00% | +2,604 | New |
| Rockefeller Capital Management L.P. | 3,074 | $91.4K | 0.00% | +3,074 | New |
| SG Americas Securities, LLC | 3,384 | $101.0K | 0.00% | +3,384 | New |
| JPMorgan Chase & Co | 4,102 | $110.5K | 0.00% | +1,996+94.8% | Added |
| Rhumbline Advisers | 3,746 | $111.4K | 0.00% | −45−1.2% | Reduced |
| Connective Capital Management, LLC | 5,367 | $159.6K | 0.11% | +5,367 | New |
| Atlantic Union Bankshares Corp | 7,000 | $208.1K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 7,095 | $210.9K | 0.00% | +7,095 | New |
| Summit Trail Advisors, LLC | 7,862 | $233.7K | 0.00% | +7,862 | New |
| Schonfeld Strategic Advisors LLC | 8,168 | $242.8K | 0.00% | +8,168 | New |
| Trexquant Investment LP | 11,771 | $350.0K | 0.00% | +11,771 | New |
| Blair William & Co | 12,036 | $357.8K | 0.00% | +12,036 | New |
| Kestra Advisory Services, LLC | 12,250 | $364.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,613 | $404.7K | 0.00% | +746+5.8% | Added |
| XTX Topco Ltd | 13,692 | $407.1K | 0.01% | −15,223−52.6% | Reduced |
| Susquehanna International Group, LLP | 15,206 | $452.1K | 0.00% | +15,206 | New |
| Goldman Sachs Group Inc | 15,297 | $454.8K | 0.00% | −11,810−43.6% | Reduced |
| SRS Capital Advisors, Inc. | 22,162 | $658.9K | 0.00% | +22,162 | New |
| Advisor Group Holdings, Inc. | 22,880 | $680.2K | 0.00% | +100.0% | Added |
| HRT Financial LP | 28,297 | $841.0K | 0.00% | +4,235+17.6% | Added |
| Bank of Montreal | 30,922 | $919.3K | 0.00% | +3,678+13.5% | Added |
| Envestnet Asset Management Inc | 48,006 | $1.43M | 0.00% | +48,006 | New |
| Bank of America Corp | 52,345 | $1.56M | 0.00% | +29,008+124.3% | Added |
| BlackRock, Inc. | 54,189 | $1.61M | 0.00% | +8,128+17.6% | Added |
| Nuveen, LLC | 59,579 | $1.77M | 0.00% | +59,579 | New |
| Morgan Stanley | 64,336 | $1.91M | 0.00% | −1,190−1.8% | Reduced |
| Point72 Asset Management, L.P. | 68,808 | $2.05M | 0.00% | +44,251+180.2% | Added |
| Tudor Investment Corp Et Al | 80,000 | $2.38M | 0.01% | +80,000 | New |
| UBS Group AG | 96,726 | $2.88M | 0.00% | +32,854+51.4% | Added |
| Jane Street Group, LLC | 224,635 | $6.68M | 0.00% | +153,386+215.3% | Added |
| Old West Investment Management, LLC | 345,185 | $10.3M | 1.09% | +334,533+3,140.6% | Added |
| Stifel Financial Corp | 525,773 | $15.6M | 0.01% | −120,707−18.7% | Reduced |
| Millennium Management LLC | 579,751 | $17.2M | 0.01% | +415,026+252.0% | Added |
| Woodline Partners LP | 654,073 | $19.4M | 0.06% | +184,958+39.4% | Added |
| Van Eck Associates Corp | 1,614,261 | $48.0M | 0.03% | −565,828−26.0% | Reduced |
| Shay Capital LLC | 0 | $0 | 0.00% | −213,000−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −63,111−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,026−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,458−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −8,761−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Skopos Labs, Inc. | – | – | – | – | Not filed |