Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IPX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | STIFEL FINANCIAL CORP | 646K | $16.8M | -22.2% | 1.922% | 0.02% |
| 2 | Woodline Partners LP | 469K | $12.2M | +177.5% | 1.395% | 0.05% |
| 3 | Shay Capital LLC | 213K | $5.5M | +57.5% | 0.633% | 0.48% |
| 4 | MILLENNIUM MANAGEMENT LLC | 165K | $4.3M | +40.3% | 0.490% | 0.00% |
| 5 | JANE STREET GROUP, LLC | 71K | $1.9M | -44.8% | 0.212% | 0.02% |
| 6 | MORGAN STANLEY | 66K | $1.7M | -49.8% | 0.195% | 0.00% |
| 7 | UBS Group AG | 64K | $1.7M | +113.2% | 0.190% | 0.00% |
| 8 | Private Advisor Group, LLC | 63K | $1.6M | +69.9% | 0.188% | 0.01% |
| 9 | BlackRock, Inc. | 46K | $1.2M | +28.9% | 0.137% | 0.00% |
| 10 | Quadrature Capital Ltd | 40K | $1.0M | +168.3% | 0.119% | 0.01% |
| 11 | XTX Topco Ltd | 29K | $753K | +246.7% | 0.086% | 0.01% |
| 12 | BANK OF MONTREAL /CAN/ | 27K | $709K | β | 0.081% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 27K | $706K | β | 0.081% | 0.00% |
| 14 | Point72 Asset Management, L.P. | 25K | $639K | -49.2% | 0.073% | 0.00% |
| 15 | CITADEL ADVISORS LLC | 23K | $611K | +7.8% | 0.070% | 0.00% |
| 16 | BANK OF AMERICA CORP /DE/ | 23K | $608K | -25.1% | 0.069% | 0.00% |
| 17 | ADVISOR GROUP HOLDINGS, INC. | 23K | $596K | +69.8% | 0.068% | 0.00% |
| 18 | APIS CAPITAL ADVISORS, LLC | 14K | $365K | β | 0.042% | 0.06% |
| 19 | Mariner, LLC | 13K | $335K | +4.2% | 0.038% | 0.00% |
| 20 | Kestra Advisory Services, LLC | 12K | $319K | -33.9% | 0.036% | 0.00% |
| 21 | Old West Investment Management, LLC | 11K | $277K | β | 0.032% | 0.03% |
| 22 | Brooklyn Investment Group | 10K | $270K | β | 0.031% | 0.01% |
| 23 | DLD Asset Management, LP | 10K | $260K | β | 0.030% | 0.03% |
| 24 | Synergy Financial Management, LLC | 9K | $228K | β | 0.026% | 0.02% |
| 25 | Atlantic Union Bankshares Corp | 7K | $182K | 0.0% | 0.021% | 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 IPX β a direct measure of their conviction.
Filings activity in IPX during Q1 2026, grouped by how each filer changed its position.
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 | 43 | 6.5% | 4.56% | 1.03 pp | $55M | 18% |
| Q4 2025 | 46 | +15% | 5.59% | 0.55 pp | $68M | 9.0% |
| Q3 2025 | 40 | +14% | 6.14% | +0.91 pp | $74M | +17% |
| Q2 2025 | 35 | +59% | 5.23% | +2.52 pp | $63M | +93% |
| Q1 2025 | 22 | 12% | 2.71% | 2.15 pp | $33M | 44% |
| Q4 2024 | 25 | +25% | 4.86% | +1.93 pp | $59M | +66% |
| Q3 2024 | 20 | +11% | 2.93% | +1.21 pp | $36M | +70% |
| Q2 2024 | 18 | β | 1.72% | β | $21M | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 28, 2026 | Martin Lorraine M | Buy | 5K | $31.46 | $150K |
| Apr 28, 2026 | Symonds Toby Edgcumbe | Buy | 3K | $30.63 | $92K |
| Apr 28, 2026 | Arima Anastasios | Buy | 110K | $4.49 | $494K |
| Apr 28, 2026 | Hannigan Todd | Buy | 220K | $4.48 | $986K |
Quick answers to the most common questions about buying IPX stock.
Based on Q1 2026 13F filings, institutional ownership of IperionX Limited stands at 4.6%, held across 43 reporting institutions.
STIFEL FINANCIAL CORP is the largest reported institutional holder of IPX, with approximately 646,480 shares worth $0.02B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of IPX, including MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, Point72 Asset Management, L.P., CITADEL ADVISORS LLC.
Our composite Smart Money Score for IPX is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in IPX during Q1 2026, while 16 fully exited. 11 added to existing positions and 19 trimmed.
IPX institutional ownership fell by 1.03 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 86.9% of all reported 13F value in IPX, and the top 25 account for 99.3%.
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.
IperionX Limited (IPX) Institutional Ownership