Idaho Strategic ResourcesIDR
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $8.2M |
| Exits | 32 | $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.