IPERIONX LTD (IPX)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
58
Reporting holders
$141.0M
Reported value
1.5%
Of shares outstanding
0.9%
Held as options
+16
Holder change
Institutions report 4,699,966 shares against 319,927,854 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2025q2i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | $48.0M | 1,614,261 | 0.03% | 4q | -26.0%-$16.8M |
| Woodline Partners LP | $19.4M | 654,073 | 0.06% | 5q | +39.4%+$5.5M |
| MILLENNIUM MANAGEMENT LLC | $17.2M | 579,751 | 0.01% | 3q | +252.0%+$12.3M |
| STIFEL FINANCIAL CORP | $15.6M | 525,773 | 0.01% | 12q | -18.7%-$3.6M |
| Old West Investment Management, LLC | $10.3M | 345,185 | 1.09% | 2q | +3140.6%+$9.9M |
| JANE STREET GROUP, LLC | $6.7M | 224,635 | 0.00% | 9q | +215.3%+$4.6M |
| UBS Group AG | $2.9M | 96,726 | 0.00% | 6q | +51.4%+$976.7K |
| TUDOR INVESTMENT CORP ET AL | $2.4M | 80,000 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $2.0M | 68,808 | 0.00% | 3q | +180.2%+$1.3M |
| MORGAN STANLEY | $1.9M | 64,336 | 0.00% | 11q | -1.8%-$35.4K |
| Nuveen, LLC | $1.8M | 59,579 | 0.00% | new | NEW |
| BlackRock, Inc. | $1.6M | 54,189 | 0.00% | 5q | +17.6%+$241.6K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 52,345 | 0.00% | 16q | +124.3%+$862.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 48,006 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $990.0K | options only | 0.00% | 4q | OPTIONS |
| BANK OF MONTREAL /CAN/ | $919.3K | 30,922 | 0.00% | 2q | +13.5%+$109.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $749.4K | 15,206 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $680.2K | 22,880 | 0.00% | 6q | HELD |
| Arax Advisory Partners | $658.9K | 22,162 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $454.8K | 15,297 | 0.00% | 2q | -43.6%-$351.1K |
| XTX Topco Ltd | $407.1K | 13,692 | 0.01% | 3q | -52.6%-$452.6K |
| Mariner, LLC | $404.7K | 13,613 | 0.00% | 4q | +5.8%+$22.2K |
| Kestra Advisory Services, LLC | $364.2K | 12,250 | 0.00% | 5q | HELD |
| BLAIR WILLIAM & CO/IL | $357.8K | 12,036 | 0.00% | new | NEW |
| Trexquant Investment LP | $350.0K | 11,771 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $242.8K | 8,168 | 0.00% | new | NEW |
| Summit Trail Advisors, LLC | $233.7K | 7,862 | 0.00% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $210.9K | 7,095 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $208.1K | 7,000 | 0.00% | 5q | HELD |
| Connective Capital Management, LLC | $159.6K | 5,367 | 0.11% | new | NEW |
| RHUMBLINE ADVISERS | $111.4K | 3,746 | 0.00% | 13q | -1.2%-$1.3K |
| JPMORGAN CHASE & CO | $110.5K | 4,102 | 0.00% | 5q | +94.8%+$53.8K |
| Rockefeller Capital Management L.P. | $91.4K | 3,074 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $77.4K | 2,604 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $69.4K | 2,336 | 0.00% | new | NEW |
| GAMMA Investing LLC | $50.0K | 1,681 | 0.00% | 7q | +40.3%+$14.4K |
| Parallel Advisors, LLC | $48.9K | 1,644 | 0.00% | 2q | +76.8%+$21.2K |
| WELLS FARGO & COMPANY/MN | $47.9K | 1,612 | 0.00% | 12q | -85.0%-$271.9K |
| Farther Finance Advisors, LLC | $43.8K | 1,472 | 0.00% | 2q | +966.7%+$39.7K |
| JONES FINANCIAL COMPANIES LLLP | $25.8K | 972 | 0.00% | 4q | +37.7%+$7.0K |
| Cape Investment Advisory, Inc. | $23.7K | 797 | 0.01% | new | NEW |
| Caitong International Asset Management Co., Ltd | $19.7K | 661 | 0.00% | new | NEW |
| Compagnie Lombard Odier SCmA | $8.6K | 290 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $8.2K | 277 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $8.1K | 271 | 0.00% | 5q | +359.3%+$6.3K |
| NISA INVESTMENT ADVISORS, LLC | $7.0K | 234 | 0.00% | 2q | +963.6%+$6.3K |
| FMR LLC | $6.3K | 212 | 0.00% | 4q | +25.4%+$1.3K |
| AdvisorNet Financial, Inc | $6.1K | 206 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $6.0K | 200 | 0.00% | new | NEW |
| PROFFITT & GOODSON INC | $4.5K | 150 | 0.00% | 16q | HELD |
| Basecamp Wealth Advisors LLC | $4.2K | 141 | 0.00% | new | FIRST |
| SBI Securities Co., Ltd. | $2.6K | 87 | 0.00% | 5q | +141.7%+$1.5K |
| HUNTINGTON NATIONAL BANK | $1.8K | 59 | 0.00% | new | NEW |
| Larson Financial Group LLC | $1.6K | 53 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $1.0K | 34 | 0.00% | 6q | HELD |
| HRT FINANCIAL LP | $841 | 28,297 | 0.00% | 2q | +17.6% |
| Investors Portfolio Services LLC | $832 | 28 | 0.00% | new | NEW |
| ASSETMARK, INC | $743 | 25 | 0.00% | 2q | +127.3% |
| Axiom Investment Management LLC | $297 | 10 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $101 | 3,384 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $141.0M | 4,699,966 | 23 | 20 | 8 | 0.9% |
| Q1 2026 | 42 | $55.4M | 2,127,054 | 12 | 15 | 6 | 0.0% |
| Q4 2025 | 46 | $67.7M | 1,870,802 | 14 | 16 | 10 | 0.0% |
| Q3 2025 | 37 | $74.6M | 1,510,840 | 12 | 8 | 10 | 0.0% |
| Q2 2025 | 32 | $57.6M | 1,827,947 | 14 | 6 | 5 | 0.0% |
| Q1 2025 | 21 | $32.9M | 1,827,240 | 5 | 7 | 3 | 0.0% |
| Q4 2024 | 24 | $58.9M | 2,550,680 | 9 | 2 | 8 | 0.0% |
| Q3 2024 | 19 | $35.6M | 1,596,791 | 5 | 5 | 4 | 0.0% |
| Q2 2024 | 17 | $20.9M | 1,500,327 | 6 | 4 | 2 | 0.0% |
| Q1 2024 | 13 | $24.8M | 1,662,157 | 5 | 4 | 0 | 0.0% |
| Q4 2023 | 9 | $6.1M | 656,687 | 1 | 1 | 1 | 0.0% |
| Q3 2023 | 8 | $5.2M | 530,745 | 2 | 2 | 2 | 0.0% |
| Q2 2023 | 8 | $5.5M | 730,495 | 4 | 1 | 0 | 0.0% |
| Q1 2023 | 6 | $1.3M | 236,766 | 2 | 0 | 0 | 0.0% |
| Q4 2022 | 4 | $1.1M | 236,450 | 2 | 0 | 0 | 0.0% |
| Q3 2022 | 4 | $63.0K | 11,019 | 4 | 0 | 0 | 0.0% |