Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IDR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 1.2M | $37.1M | +29.7% | 7.304% | 0.00% |
| 2 | BlackRock, Inc. | 1.1M | $36.7M | +2.3% | 7.233% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 643K | $20.7M | — | 4.069% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 385K | $12.4M | +12.2% | 2.434% | 0.00% |
| 5 | HITE Hedge Asset Management LLC | 297K | $9.5M | +223.2% | 1.879% | 0.54% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 268K | $8.6M | -21.7% | 1.698% | 0.00% |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 207K | $6.7M | +0.4% | 1.311% | 0.38% |
| 8 | Bridgewater Associates, LP | 200K | $6.4M | +67.2% | 1.264% | 0.03% |
| 9 | CITIGROUP INC | 162K | $5.2M | +3980.9% | 1.027% | 0.00% |
| 10 | JW Asset Management, LLC | 143K | $4.6M | 0.0% | 0.906% | 1.89% |
| 11 | NORTHERN TRUST CORP | 134K | $4.3M | +3.8% | 0.846% | 0.00% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 128K | $4.1M | — | 0.808% | 0.00% |
| 13 | LPL Financial LLC | 127K | $4.1M | +22.8% | 0.804% | 0.00% |
| 14 | MORGAN STANLEY | 122K | $3.9M | -11.2% | 0.769% | 0.00% |
| 15 | NAVELLIER & ASSOCIATES INC | 110K | $3.5M | +2.9% | 0.695% | 0.37% |
| 16 | Nuveen, LLC | 101K | $3.2M | +3.4% | 0.638% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 100K | $3.2M | — | 0.632% | 0.00% |
| 18 | AMERIPRISE FINANCIAL INC | 94K | $3.0M | +13.9% | 0.594% | 0.00% |
| 19 | THAMES CAPITAL MANAGEMENT LLC | 92K | $3.0M | 0.0% | 0.582% | 0.53% |
| 20 | GOLDMAN SACHS GROUP INC | 87K | $2.8M | -22.3% | 0.553% | 0.00% |
| 21 | Bank of New York Mellon Corp | 76K | $2.5M | -11.8% | 0.483% | 0.00% |
| 22 | Schonfeld Strategic Advisors LLC | 64K | $2.1M | -23.5% | 0.405% | 0.02% |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 59K | $1.9M | -9.2% | 0.371% | 0.00% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 58K | $1.9M | +0.0% | 0.369% | 0.00% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 53K | $1.7M | +144.4% | 0.338% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IDR — a direct measure of their conviction.
Filings activity in IDR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 134 | 2.2% | 39.05% | 8.52 pp | $225M | 18% |
| Q4 2025 | 137 | +13% | 47.57% | +15.87 pp | $274M | +50% |
| Q3 2025 | 121 | +61% | 31.70% | +21.77 pp | $182M | +219% |
| Q2 2025 | 75 | +34% | 9.93% | +2.98 pp | $57M | +43% |
| Q1 2025 | 56 | 1.8% | 6.95% | +1.51 pp | $40M | +28% |
| Q4 2024 | 57 | +7.5% | 5.44% | 1.20 pp | $31M | 18% |
| Q3 2024 | 53 | +83% | 6.64% | +4.29 pp | $38M | +182% |
| Q2 2024 | 29 | — | 2.35% | — | $14M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IDR stock.
Based on Q1 2026 13F filings, institutional ownership of Idaho Strategic Resources, Inc. stands at 39.1%, held across 134 reporting institutions.
STATE STREET CORP is the largest reported institutional holder of IDR, with approximately 1,154,774 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of IDR, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, Bridgewater Associates, LP.
Our composite Smart Money Score for IDR is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in IDR during Q1 2026, while 37 fully exited. 27 added to existing positions and 71 trimmed.
IDR institutional ownership fell by 8.52 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 65.8% of all reported 13F value in IDR, and the top 25 account for 85.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Idaho Strategic Resources, Inc. (IDR) Institutional Ownership