Idaho Strategic ResourcesIDR

13F holders, Q1 2026 (March 31)
137holders −4
29new positions
32sold out
5famous investors
$32.11avg. 13F price*

At the end of Q1 2026, 137 institutions reported holding Idaho Strategic Resources Inc. (IDR) in their 13F filings, down 4 from Q4 2025. 29 opened new positions and 32 sold out. The largest holders were State Street Corp. ($37.1M), BlackRock, Inc. ($36.7M) and Vanguard Capital Management LLC ($20.7M). 5 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Idaho Strategic Resources Inc.
CUSIP
645827205
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 17Q1 2024Q2 2024: 29Q2 2024Q3 2024: 52Q3 2024Q4 2024: 58Q4 2024Q1 2025: 56Q1 2025Q2 2025: 74Q2 2025Q3 2025: 126Q3 2025Q4 2025: 141Q4 2025Q1 2026: 137Q1 2026Q2 2026: 127Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions29$8.2M
Exits32$15.3M

All 13F filers, Q4 2025 → Q1 2026: 1,232,976 shares bought and 1,161,168 shares sold, net +71,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 137 holders

State Street Corp. 0.00% Add +29.7% 1,154,774 $37.1M
BlackRock, Inc. 0.00% Add +2.3% 1,143,610 $36.7M
Vanguard Capital Management LLC 0.00% — 643,262 $20.7M
Geode Capital Management, LLC 0.00% Add +12.2% 384,750 $12.4M
Van Eck Associates Corp. 0.01% Reduce -22.0% 384,265 $12.3M
HITE Hedge Asset Management LLC 0.54% Add +223.2% 297,148 $9.5M
Punch & Associates Investment Management, Inc. 0.39% Add +0.4% 207,220 $6.7M
Bridgewater Associates 0.03% Add +67.2% 199,849 $6.4M
Citigroup Inc. 0.00% Add +3980.9% 162,420 $5.2M
JW Asset Management, LLC 1.89% No change 143,197 $4.6M
Northern Trust Corp. 0.00% Add +3.8% 133,692 $4.3M
Vanguard Portfolio Management LLC 0.00% — 127,817 $4.1M
LPL Financial LLC 0.00% Add +22.8% 127,050 $4.1M
Morgan Stanley 0.00% Reduce -11.2% 121,508 $3.9M
Navellier & Associates Inc. 0.37% Add +2.9% 109,881 $3.5M
Nuveen, LLC 0.00% Add +3.4% 100,915 $3.2M
Vanguard Fiduciary Trust Co. 0.00% — 99,996 $3.2M
Ameriprise Financial Inc. 0.00% Add +13.9% 93,953 $3.0M
Thames Capital Management LLC 0.53% No change 91,929 $3.0M
Goldman Sachs Group Inc. 0.00% Reduce -22.3% 87,455 $2.8M
Bank of New York Mellon Corp 0.00% Reduce -11.8% 76,384 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -23.5% 64,104 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -9.2% 58,673 $1.9M
Dimensional Fund Advisors LP 0.00% Add +0.0% 58,317 $1.9M
Principal Financial Group Inc. 0.00% Add +144.4% 53,445 $1.7M
UBS Group AG 0.00% Add +36.2% 50,534 $1.6M
Los Angeles Capital Management LLC 0.01% Add +60.5% 47,794 $1.5M
Round Rock Advisors LLC 0.22% Add +0.4% 43,988 $1.4M
Raymond James Financial Inc. 0.00% Reduce -30.3% 43,099 $1.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.4% 41,593 $1.3M
JPMorgan Chase & Co. 0.00% Add +10.5% 45,010 $1.3M
Quantinno Capital Management LP 0.00% Add +542.5% 40,111 $1.3M
Cetera Investment Advisers 0.00% Add +11.6% 37,011 $1.2M
Corient Private Wealth LP 0.00% New 30,233 $971K
Man Group plc 0.00% New 29,253 $940K
Osaic Holdings, Inc. 0.00% Add +27.7% 28,148 $904K
World Investment Advisors 0.01% Reduce -28.2% 24,734 $794K
Royal Bank of Canada 0.00% Reduce -14.9% 24,653 $791K
CVFG LLC 0.08% New 21,050 $676K
Renaissance Technologies 0.00% New 21,048 $676K
Sei Investments Co. 0.00% Reduce -40.8% 19,422 $624K
Two Sigma Investments, LP 0.00% Add +61.5% 18,859 $606K
D. E. Shaw & Co. 0.00% New 18,570 $596K
Bridgeway Capital Management, LLC 0.01% Reduce -17.9% 17,907 $575K
State of Alaska, Department of Revenue 0.01% No change 16,782 $539K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.7% 16,243 $522K
Bank of America Corp. 0.00% Reduce -8.8% 15,903 $511K
Rhumbline Advisers 0.00% Add +7.2% 15,606 $501K
Dynamic Technology Lab Private Ltd 0.08% New 15,115 $485K
Alliancebernstein L.P. 0.00% No change 12,000 $484K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 15,000 $482K
MML Investors Services, LLC 0.00% New 14,849 $477K
Harvest Investment Services, LLC 0.09% New 14,818 $476K
Alps Advisors Inc. 0.00% Reduce -6.7% 14,151 $455K
Barclays PLC 0.00% Reduce -57.7% 13,680 $439K
DRW Securities, LLC 0.02% Reduce -83.7% 13,356 $429K
Millennium Management 0.00% New 13,033 $419K
Informed Momentum Co LLC 0.05% Reduce -88.2% 12,853 $413K
Aviva PLC 0.00% Reduce -1.4% 12,638 $406K
Wells Fargo & Company 0.00% Reduce -40.0% 12,575 $404K
HSBC Holdings PLC 0.00% New 12,459 $399K
Deutsche Bank AG 0.00% Add +12.0% 12,330 $396K
Janney Montgomery Scott LLC 0.00% New 12,248 $393K
NewEdge Advisors, LLC 0.00% Reduce -11.1% 12,031 $386K
Vanguard Global Advisers, LLC 0.00% — 11,530 $370K
Commonwealth Equity Services, LLC 0.00% Add +5.1% 10,633 $342K
Jane Street Group, LLC 0.00% Reduce -91.9% 10,408 $334K
Fermata Advisors, LLC 0.07% Add +0.0% 10,338 $332K
Enhancing Capital LLC 0.24% No change 10,200 $328K
XTX Topco Ltd 0.01% New 9,967 $320K
Orchard Capital Management, LLC 0.42% No change 9,956 $320K
T. Rowe Price Associates Inc. 0.00% Add +28.1% 9,825 $316K
National Bank of Canada 0.00% Add +281.5% 9,557 $304K
Susquehanna International Group, LLP 0.00% Reduce -54.2% 9,269 $298K
Martingale Asset Management L P 0.01% Reduce -0.0% 9,238 $297K
Squarepoint Ops LLC 0.00% New 8,994 $289K
Prospera Financial Services Inc 0.00% Add +2.0% 8,610 $277K
Kestra Advisory Services, LLC 0.00% Add +421.2% 8,600 $276K
AQR Capital Management 0.00% Add +28.8% 8,336 $268K
MetLife Investment Management, LLC 0.00% No change 8,264 $265K
Invesco Ltd. 0.00% Reduce -96.3% 8,204 $264K
Creative Planning 0.00% Add +1.1% 7,576 $243K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 6,899 $222K
IFP Advisors, Inc 0.00% New 6,512 $209K
FNY Investment Advisers, LLC 0.09% New 6,425 $206K
SG Americas Securities, LLC 0.00% Add +59.5% 4,603 $148K
Jones Financial Companies LLLP 0.00% Add +17.1% 5,216 $143K
BNP Paribas Financial Markets 0.00% Add +24.3% 4,156 $133K
New York State Common Retirement Fund 0.00% No change 4,100 $132K
Rockefeller Capital Management L.P. 0.00% Add +300.0% 4,000 $128K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,610 $116K
HHM Wealth Advisors, LLC 0.01% Add +3186.4% 2,662 $86K
Meeder Asset Management Inc. 0.00% Add +435.6% 2,512 $81K
State of Wyoming 0.01% New 2,300 $74K
Russell Investments Group, Ltd. 0.00% Add +39.6% 2,131 $68K
Tower Research Capital LLC (TRC) 0.00% Add +20.4% 1,855 $60K
Wilkerson Advisory Group LLC 0.02% Reduce -61.8% 1,487 $48K
Global Assets Advisory, LLC 0.01% New 1,395 $45K
Legal & General Group Plc 0.00% Reduce -15.1% 1,276 $41K
Ameritas Investment Partners, Inc. 0.00% No change 1,092 $35K
Sound Income Strategies, LLC 0.00% No change 1,025 $34K
International Assets Investment Management, LLC 0.00% Add +100.0% 1,000 $34K
Advisory Services Network, LLC 0.00% New 985 $32K
Allworth Financial LP 0.00% Add +64.9% 920 $30K
FMR LLC 0.00% Reduce -31.5% 871 $28K
California State Teachers Retirement System 0.00% Reduce -8.3% 809 $26K
Northwestern Mutual Wealth Management Co. 0.00% New 800 $26K
Simplex Trading, LLC 0.00% New 539 $17K
Rialto Wealth Management, LLC 0.00% No change 500 $16K
EverSource Wealth Advisors, LLC 0.00% Add +6371.4% 453 $15K
Destiny Wealth Partners, LLC 0.00% New 293 $9K
US Bancorp \de 0.00% Add +24.0% 284 $9K
Rothschild Investment LLC 0.00% Add +6.0% 265 $9K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +275.9% 203 $7K
NFSG Corp 0.00% No change 200 $6K
Longview Financial Advisors, Inc. 0.00% New 187 $6K
SBI Securities Co., Ltd. 0.00% Add +137.3% 159 $5K
Lanark Financial, Inc. 0.00% No change 150 $5K
GAMMA Investing LLC 0.00% Add +26.1% 150 $5K
Lloyd Advisory Services, LLC. 0.00% New 144 $5K
Kingdom Financial Group LLC. 0.00% Reduce -53.9% 144 $5K
Stone House Investment Management, LLC 0.00% No change 128 $4K
Atlantic Union Bankshares Corp 0.00% No change 127 $4K
Geneos Wealth Management Inc. 0.00% No change 112 $4K
Quadrant Capital Group LLC 0.00% Reduce -19.4% 104 $3K
Sterling Capital Management LLC 0.00% Add +10.2% 97 $3K
Signaturefd, LLC 0.00% Reduce -67.6% 79 $3K
Versant Capital Management, Inc 0.00% New 66 $2K
Parallel Advisors, LLC 0.00% No change 55 $2K
Farther Finance Advisors, LLC 0.00% Reduce -74.5% 50 $2K
Cwm, LLC 0.00% Add +680.0% 39 $1K
PNC Financial Services Group, Inc. 0.00% No change 36 $1K
SWAN Capital LLC 0.00% Reduce -58.8% 35 $1K
Federated Hermes, Inc. 0.00% New 30 $964
TD Private Client Wealth LLC 0.00% New 20 $642
Steward Partners Investment Advisory, LLC 0.00% New 11 $353
Root Financial Partners, LLC 0.00% New 10 $321

"% of holder's portfolio" is IDR's weight in each manager's 13F, not the share of Idaho Strategic Resources Inc. the manager owns.