Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ISOU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | L1 Capital Pty Ltd | 2.5M | $26.3M | +232.9% | 4.104% | 1.03% |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.4M | $25.9M | +4.4% | 4.046% | 0.04% |
| 3 | CIBC World Markets Inc. | 1.0M | $10.8M | -5.3% | 1.690% | 0.02% |
| 4 | Vident Advisory, LLC | 1.0M | $10.8M | +31.6% | 1.692% | 0.09% |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 925K | $9.6M | — | 1.527% | 0.01% |
| 6 | MASTERS CAPITAL MANAGEMENT LLC | 700K | $7.4M | — | 1.156% | 0.66% |
| 7 | UBS Group AG | 303K | $3.2M | +244.1% | 0.500% | 0.00% |
| 8 | Invst, LLC | 243K | $2.6M | +56.6% | 0.402% | 0.29% |
| 9 | STIFEL FINANCIAL CORP | 157K | $1.7M | -30.0% | 0.260% | 0.00% |
| 10 | PenderFund Capital Management Ltd. | 145K | $1.5M | +30.1% | 0.240% | 0.24% |
| 11 | BANK OF AMERICA CORP /DE/ | 112K | $1.2M | +13.5% | 0.185% | 0.00% |
| 12 | INTACT INVESTMENT MANAGEMENT INC. | 109K | $1.2M | -43.5% | 0.179% | 0.03% |
| 13 | MORGAN STANLEY | 109K | $1.1M | +14.0% | 0.179% | 0.00% |
| 14 | Banque Cantonale Vaudoise | 101K | $1.1M | +3.9% | 0.168% | 0.04% |
| 15 | Quadrature Capital Ltd | 97K | $1.0M | — | 0.161% | 0.01% |
| 16 | CITIGROUP INC | 90K | $949K | — | 0.148% | 0.00% |
| 17 | Acasta Partners UK LLP | 80K | $847K | — | 0.132% | 0.32% |
| 18 | Themes Management Co LLC | 72K | $761K | +89.4% | 0.119% | 0.47% |
| 19 | SPROTT INC. | 66K | $702K | 0.0% | 0.110% | 0.02% |
| 20 | GOLDMAN SACHS GROUP INC | 56K | $588K | +45.1% | 0.092% | 0.00% |
| 21 | TD ASSET MANAGEMENT INC | 54K | $566K | +20.8% | 0.089% | 0.00% |
| 22 | MACKENZIE FINANCIAL CORP | 36K | $381K | +6.6% | 0.059% | 0.00% |
| 23 | Vontobel Holding Ltd. | 35K | $375K | +2.9% | 0.058% | 0.00% |
| 24 | OLD MISSION CAPITAL LLC | 32K | $339K | +5.2% | 0.053% | 0.01% |
| 25 | Wealthspire Retirement, LLC | 28K | $293K | +19.8% | 0.046% | 0.02% |
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 ISOU — a direct measure of their conviction.
Filings activity in ISOU during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ISOU position in Q1 2026
Institutions that fully closed their ISOU position in Q1 2026
5 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 | 40 | +18% | 17.95% | +8.14 pp | $112M | +83% |
| Q4 2025 | 34 | +6.3% | 9.81% | +1.69 pp | $61M | +21% |
| Q3 2025 | 32 | +52% | 8.12% | +2.46 pp | $51M | +43% |
| Q2 2025 | 21 | +2000% | 5.66% | +5.66 pp | $35M | +491636% |
| Q1 2025 | 1 | — | 0.00% | — | $0M | — |
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 ISOU stock.
Based on Q1 2026 13F filings, institutional ownership of IsoEnergy Ltd. stands at 17.9%, held across 40 reporting institutions.
L1 Capital Pty Ltd is the largest reported institutional holder of ISOU, with approximately 2,485,077 shares worth $0.03B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of ISOU.
Our composite Smart Money Score for ISOU is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in ISOU during Q1 2026, while 5 fully exited. 25 added to existing positions and 4 trimmed.
ISOU institutional ownership rose by 8.14 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 89.1% of all reported 13F value in ISOU, 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.
IsoEnergy Ltd. (ISOU) Institutional Ownership