Iperionx Ltd. - ADRIPX
13F holders, Q1 2025 (March 31)21holders −3
5new positions
8sold out
$17.99avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding Iperionx Ltd. - ADR (IPX) in their 13F filings, down 3 from Q4 2024. 5 opened new positions and 8 sold out. The largest holders were Stifel Financial Corp. ($18.0M), Philadelphia Financial Management of San Francisco, LLC ($8.0M) and Shay Capital LLC ($2.0M).
- Company
- Iperionx Ltd. - ADR
- CUSIP
- 44916E100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 8 | $6.8M |
All 13F filers, Q4 2024 → Q1 2025: 376,149 shares bought and 1,099,589 shares sold, net −723,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Stifel Financial Corp. | 0.02% | Add +11.1% | 999,830 | $18.0M |
| Philadelphia Financial Management of San Francisco, LLC | 1.77% | Reduce -11.8% | 442,659 | $8.0M |
| Shay Capital LLC | 0.59% | Add +614.5% | 112,185 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | New | 65,325 | $1.2M |
| UBS Group AG | 0.00% | New | 50,593 | $910K |
| Morgan Stanley | 0.00% | Add +143.8% | 38,397 | $691K |
| Jane Street Group, LLC | 0.00% | Add +70.4% | 31,967 | $575K |
| Old Mission Capital LLC | 0.01% | New | 26,506 | $477K |
| Bank of America Corp. | 0.00% | Reduce -13.3% | 20,974 | $377K |
| Tidal Investments LLC | 0.00% | Add +8.0% | 15,900 | $286K |
| Corigliano Investment Advisers, LLC | 0.08% | No change | 10,010 | $180K |
| Wells Fargo & Company | 0.00% | Add +2.5% | 5,640 | $101K |
| Rhumbline Advisers | 0.00% | Add +6.5% | 4,243 | $76K |
| Beacon Capital Management, LLC | 0.00% | No change | 1,000 | $18K |
| Proffitt & Goodson Inc. | 0.00% | No change | 700 | $13K |
| Tortoise Investment Management, LLC | 0.00% | No change | 525 | $9K |
| FMR LLC | 0.00% | No change | 298 | $5K |
| Royal Bank of Canada | 0.00% | New | 191 | $3K |
| MAI Capital Management | 0.00% | No change | 154 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -67.8% | 122 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 21 | $378 |
"% of holder's portfolio" is IPX's weight in each manager's 13F, not the share of Iperionx Ltd. - ADR the manager owns.