Iperionx Ltd. - ADRIPX
13F holders, Q2 2024 (June 30)17holders +4
6new positions
3sold out
$13.93avg. 13F price*
At the end of Q2 2024, 17 institutions reported holding Iperionx Ltd. - ADR (IPX) in their 13F filings, up 4 from Q1 2024. 6 opened new positions and 3 sold out. The largest holders were Philadelphia Financial Management of San Francisco, LLC ($11.3M), Stifel Financial Corp. ($7.3M) and Morgan Stanley ($599K).
- Company
- Iperionx Ltd. - ADR
- CUSIP
- 44916E100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $690K |
| Exits | 3 | $5.1M |
All 13F filers, Q1 2024 → Q2 2024: 263,133 shares bought and 340,778 shares sold, net −77,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Philadelphia Financial Management of San Francisco, LLC | 2.63% | Add +9.8% | 811,359 | $11.3M |
| Stifel Financial Corp. | 0.01% | Add +28.9% | 524,029 | $7.3M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 43,000 | $599K |
| Shay Capital LLC | 0.14% | Add +58.5% | 37,002 | $515K |
| Polar Asset Management Partners Inc. | 0.02% | New | 36,402 | $507K |
| Bank of America Corp. | 0.00% | Add +100.0% | 20,000 | $279K |
| Jane Street Group, LLC | 0.00% | New | 11,326 | $158K |
| Wells Fargo & Company | 0.00% | No change | 6,191 | $86K |
| Rhumbline Advisers | 0.00% | Reduce -6.7% | 4,130 | $57K |
| JPMorgan Chase & Co. | 0.00% | New | 1,508 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,000 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,000 | $14K |
| Hobbs Group Advisors, LLC | 0.00% | — | 907 | $13K |
| Proffitt & Goodson Inc. | 0.00% | No change | 700 | $10K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 100 | $1K |
| Qube Research & Technologies Ltd | 0.00% | New | 85 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 80 | $1K |
"% of holder's portfolio" is IPX's weight in each manager's 13F, not the share of Iperionx Ltd. - ADR the manager owns.