Iperionx Ltd. - ADRIPX

13F holders, Q2 2025 (June 30)
34holders +13
16new positions
3sold out
$17.08avg. 13F price*

At the end of Q2 2025, 34 institutions reported holding Iperionx Ltd. - ADR (IPX) in their 13F filings, up 13 from Q1 2025. 16 opened new positions and 3 sold out. The largest holders were Stifel Financial Corp. ($30.7M), Philadelphia Financial Management of San Francisco, LLC ($9.4M) and Thomist Capital Management, LP ($5.8M).

Company
Iperionx Ltd. - ADR
CUSIP
44916E100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 13Q1 2024Q2 2024: 17Q2 2024Q3 2024: 19Q3 2024Q4 2024: 24Q4 2024Q1 2025: 21Q1 2025Q2 2025: 34Q2 2025Q3 2025: 40Q3 2025Q4 2025: 48Q4 2025Q1 2026: 45Q1 2026Q2 2026: 58Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$12.4M
Exits3$768K

All 13F filers, Q1 2025 → Q2 2025: 2,138,071 shares bought and 252,250 shares sold, net +1,885,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

Stifel Financial Corp. 0.03% Reduce -2.5% 974,668 $30.7M
Philadelphia Financial Management of San Francisco, LLC 2.07% Reduce -32.9% 297,053 $9.4M
Thomist Capital Management, LP 3.52% New 1,885,203 $5.8M
Shay Capital LLC 0.76% Reduce -5.5% 106,068 $3.3M
Woodline Partners LP 0.02% New 100,148 $3.2M
Osaic Holdings, Inc. 0.00% Add +7.7% 70,325 $2.2M
Jane Street Group, LLC 0.00% Add +73.8% 55,558 $1.8M
UBS Group AG 0.00% Reduce -1.6% 49,781 $1.6M
BlackRock, Inc. 0.00% New 39,390 $1.2M
Bank of America Corp. 0.00% Add +69.0% 35,441 $1.1M
Kestra Advisory Services, LLC 0.00% New 24,905 $785K
Symmetry Peak Management LLC 6.91% New 19,355 $610K
LPL Financial LLC 0.00% New 14,350 $452K
Corigliano Investment Advisers, LLC 0.10% No change 10,010 $315K
Atlantic Union Bankshares Corp 0.01% New 7,000 $221K
Morgan Stanley 0.00% Reduce -82.7% 6,639 $209K
Wells Fargo & Company 0.00% No change 5,640 $178K
Rhumbline Advisers 0.00% Add +6.1% 4,501 $142K
JPMorgan Chase & Co. 0.00% New 2,106 $66K
Cape Investment Advisory, Inc. 0.01% New 1,088 $34K
Beacon Capital Management, LLC 0.00% No change 1,000 $32K
GAMMA Investing LLC 0.00% Add +684.4% 957 $30K
Proffitt & Goodson Inc. 0.00% No change 700 $22K
Tortoise Investment Management, LLC 0.00% No change 525 $17K
MAI Capital Management 0.00% No change 154 $5K
AdvisorNet Financial, Inc 0.00% New 143 $5K
Royal Bank of Canada 0.00% Reduce -47.6% 100 $3K
EverSource Wealth Advisors, LLC 0.00% New 92 $3K
National Bank of Canada 0.00% New 66 $2K
ORG Partners LLC 0.00% New 30 $885
SBI Securities Co., Ltd. 0.00% New 28 $882
PNC Financial Services Group, Inc. 0.00% No change 21 $662
Principal Securities, Inc. 0.00% New 5 $158
Cwm, LLC 0.00% New 11 $0

"% of holder's portfolio" is IPX's weight in each manager's 13F, not the share of Iperionx Ltd. - ADR the manager owns.