Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IREN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.8M | $987.7M | -13.6% | 8.074% | 0.11% |
| 2 | Defiance ETFs, LLC | 12.7M | $434.4M | β | 3.551% | 6.22% |
| 3 | Situational Awareness LP | 11.7M | $401.0M | +34.5% | 3.278% | 7.56% |
| 4 | Situational Awareness Partners LP | 11.7M | $401.0M | β | 3.278% | 7.56% |
| 5 | CITIGROUP INC | 10.9M | $374.6M | +6.6% | 3.062% | 0.16% |
| 6 | GOLDMAN SACHS GROUP INC | 10.1M | $347.3M | -26.7% | 2.839% | 0.04% |
| 7 | BIT Capital GmbH | 6.7M | $230.1M | -5.2% | 1.881% | 11.17% |
| 8 | UBS Group AG | 6.0M | $204.4M | +9.0% | 1.671% | 0.03% |
| 9 | CANTOR FITZGERALD, L. P. | 5.7M | $196.7M | β | 1.608% | 5.99% |
| 10 | Value Aligned Research Advisors, LLC | 5.4M | $184.8M | +53.3% | 1.510% | 0.91% |
| 11 | Walleye Trading LLC | 5.4M | $184.7M | β | 1.510% | 0.47% |
| 12 | Jefferies Financial Group Inc. | 4.9M | $166.6M | -70.1% | 1.362% | 1.15% |
| 13 | BlackRock, Inc. | 4.5M | $152.8M | +604.9% | 1.249% | 0.00% |
| 14 | Marex Group plc | 3.9M | $134.3M | -12.4% | 1.098% | 0.37% |
| 15 | MORGAN STANLEY | 3.7M | $128.4M | -49.0% | 1.050% | 0.01% |
| 16 | TWO SIGMA INVESTMENTS, LP | 2.9M | $99.2M | +889.5% | 0.811% | 0.08% |
| 17 | STATE STREET CORP | 2.6M | $89.8M | +343.6% | 0.734% | 0.00% |
| 18 | Parallax Volatility Advisers, L.P. | 1.7M | $75.3M | β | 0.467% | 0.41% |
| 19 | BANK OF AMERICA CORP /DE/ | 2.1M | $73.3M | +58.4% | 0.599% | 0.01% |
| 20 | Clear Street Group Inc. | 2.1M | $70.8M | -43.1% | 0.578% | 0.29% |
| 21 | Capital Research Global Investors | 2.0M | $67.7M | +92.5% | 0.553% | 0.01% |
| 22 | BANK OF MONTREAL /CAN/ | 1.9M | $66.6M | +5.6% | 0.544% | 0.03% |
| 23 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1.8M | $62.9M | -29.0% | 0.514% | 3.27% |
| 24 | Invesco Ltd. | 1.7M | $58.7M | -16.4% | 0.480% | 0.01% |
| 25 | NATIONAL BANK OF CANADA /FI/ | 1.7M | $57.6M | β | 0.471% | 0.06% |
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 IREN β a direct measure of their conviction.
Filings activity in IREN 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 | 479 | +27% | 32.46% | 1.02 pp | $6.92B | 3.0% |
| Q4 2025 | 377 | +16% | 33.48% | 8.49 pp | $7.14B | 20% |
| Q3 2025 | 324 | +66% | 41.97% | +29.87 pp | $8.95B | +247% |
| Q2 2025 | 195 | +28% | 12.10% | +8.83 pp | $2.58B | +270% |
| Q1 2025 | 152 | 13% | 3.27% | 2.11 pp | $698M | 39% |
| Q4 2024 | 174 | +32% | 5.38% | +3.13 pp | $1.15B | +139% |
| Q3 2024 | 132 | +4.8% | 2.25% | 1.57 pp | $480M | 41% |
| Q2 2024 | 126 | β | 3.82% | β | $815M | 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 IREN stock.
Based on Q1 2026 13F filings, institutional ownership of IREN Limited stands at 32.5%, held across 479 reporting institutions.
SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest reported institutional holder of IREN, with approximately 28,813,463 shares worth $0.99B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of IREN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for IREN is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
173 institutions opened new positions in IREN during Q1 2026, while 71 fully exited. 112 added to existing positions and 190 trimmed.
IREN institutional ownership fell by 1.02 percentage points quarter-over-quarter, with a net change of +102 holders.
The top 10 institutions account for 54.3% of all reported 13F value in IREN, and the top 25 account for 75.8%.
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.
IREN Limited (IREN) Institutional Ownership