Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IONR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 2.2M | $9.5M | β | 94.869% | 0.00% |
| 2 | Integrated Wealth Concepts LLC | 189K | $802K | β | 7.998% | 0.01% |
| 3 | UBS Group AG | 110K | $466K | +4998.1% | 4.649% | 0.00% |
| 4 | CITIGROUP INC | 100K | $426K | β | 4.242% | 0.00% |
| 5 | GOLDMAN SACHS GROUP INC | 38K | $163K | β | 1.621% | 0.00% |
| 6 | MILLENNIUM MANAGEMENT LLC | 33K | $140K | +64.5% | 1.391% | 0.00% |
| 7 | KING LUTHER CAPITAL MANAGEMENT CORP | 25K | $106K | β | 1.060% | 0.00% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24K | $104K | +116.4% | 1.038% | 0.00% |
| 9 | MORGAN STANLEY | 4K | $17K | -93.3% | 0.174% | 0.00% |
| 10 | RHUMBLINE ADVISERS | 4K | $16K | +105.8% | 0.158% | 0.00% |
| 11 | GAMMA Investing LLC | 2K | $9K | +72.5% | 0.087% | 0.00% |
| 12 | Marquette Asset Management, LLC | 2K | $9K | 0.0% | 0.085% | 0.00% |
| 13 | WELLS FARGO & COMPANY/MN | 500 | $2K | 0.0% | 0.021% | 0.00% |
| 14 | TD Waterhouse Canada Inc. | 450 | $2K | β | 0.019% | 0.00% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 423 | $2K | 0.0% | 0.018% | 0.00% |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 300 | $1K | 0.0% | 0.013% | 0.00% |
| 17 | EverSource Wealth Advisors, LLC | 209 | $420 | +674.1% | 0.009% | 0.00% |
| 18 | Cambridge Investment Research Advisors, Inc. | 97K | $411 | β | 4.095% | 0.00% |
| 19 | Federation des caisses Desjardins du Quebec | 85 | $362 | β | 0.004% | 0.00% |
| 20 | Bogart Wealth, LLC | 60 | $255 | 0.0% | 0.003% | 0.00% |
| 21 | BESSEMER GROUP INC | 36 | $0 | 0.0% | 0.002% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IONR β a direct measure of their conviction.
Filings activity in IONR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IONR position in Q1 2026
Institutions that fully closed their IONR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 21 | 8.7% | 125.25% | +102.08 pp | $12M | +441% |
| Q4 2025 | 23 | +77% | 23.17% | +16.97 pp | $2M | +274% |
| Q3 2025 | 13 | +0.0% | 6.20% | +4.41 pp | $1M | +246% |
| Q2 2025 | 13 | +44% | 1.79% | 1.73 pp | $0M | 49% |
| Q1 2025 | 9 | +29% | 3.52% | +1.93 pp | $0M | +121% |
| Q4 2024 | 7 | +75% | 1.59% | +1.44 pp | $0M | +954% |
| Q3 2024 | 4 | +33% | 0.15% | 0.01 pp | $0M | 4.2% |
| Q2 2024 | 3 | β | 0.16% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IONR stock.
Based on Q1 2026 13F filings, institutional ownership of ioneer Ltd stands at 125.3%, held across 21 reporting institutions.
Invesco Ltd. is the largest reported institutional holder of IONR, with approximately 2,236,604 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of IONR, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for IONR is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in IONR during Q1 2026, while 10 fully exited. 6 added to existing positions and 6 trimmed.
IONR institutional ownership rose by 102.08 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 99.8% of all reported 13F value in IONR, and the top 25 account for 100.0%.
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.
ioneer Ltd (IONR) Institutional Ownership