Iperionx Ltd. - ADRIPX
13F holders, Q3 2024 (September 30)19holders +2
5new positions
3sold out
$22.27avg. 13F price*
At the end of Q3 2024, 19 institutions reported holding Iperionx Ltd. - ADR (IPX) in their 13F filings, up 2 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Stifel Financial Corp. ($15.7M), Philadelphia Financial Management of San Francisco, LLC ($14.8M) and Shay Capital LLC ($1.0M).
- Company
- Iperionx Ltd. - ADR
- CUSIP
- 44916E100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.1M |
| Exits | 3 | $18K |
All 13F filers, Q2 2024 → Q3 2024: 256,959 shares bought and 160,212 shares sold, net +96,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Stifel Financial Corp. | 0.02% | Add +34.3% | 703,679 | $15.7M |
| Philadelphia Financial Management of San Francisco, LLC | 3.16% | Reduce -18.3% | 663,087 | $14.8M |
| Shay Capital LLC | 0.30% | Add +23.5% | 45,683 | $1.0M |
| Polar Asset Management Partners Inc. | 0.03% | No change | 36,402 | $811K |
| Morgan Stanley | 0.00% | Reduce -24.2% | 32,600 | $726K |
| Jane Street Group, LLC | 0.00% | Add +134.2% | 26,528 | $591K |
| Ballentine Partners, LLC | 0.01% | New | 23,776 | $529K |
| Bank of America Corp. | 0.00% | Add +4.5% | 20,900 | $465K |
| Tidal Investments LLC | 0.00% | New | 16,576 | $368K |
| Symmetry Peak Management LLC | 14.26% | New | 10,218 | $228K |
| Wells Fargo & Company | 0.00% | Add +16.1% | 7,191 | $160K |
| Rhumbline Advisers | 0.00% | Reduce -1.7% | 4,058 | $90K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.8% | 1,225 | $27K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,000 | $22K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 907 | $20K |
| Proffitt & Goodson Inc. | 0.00% | No change | 700 | $16K |
| Tortoise Investment Management, LLC | 0.00% | New | 525 | $12K |
| UBS Group AG | 0.00% | New | 431 | $10K |
| Parkside Financial Bank & Trust | 0.00% | No change | 80 | $2K |
"% of holder's portfolio" is IPX's weight in each manager's 13F, not the share of Iperionx Ltd. - ADR the manager owns.