Security key
44916E100
IPERIONX Ltd - Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value (IPX)
CUSIP: 44916E100
Q1 2024 13F Holders as of 31 Mar 2024
- Shares outstanding
- 335,048,137
- Security type / class
- Equity / Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value
- Total 13F shares
- 1,575,557
- Share change
- +945,577
- Total reported value
- $23,491,467
- Reported price per share
- $14.91
- Number of holders
- 13
- Value change
- +$14,098,505
- Number of buys
- 9
Security identity
Holder snapshot
Report period
Q1 2024
Institutions
13
Top holders
10
IPX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 2023
IPERIONX Ltd SEC filings
IPERIONX Ltd company facts
Broader feeds
Reporting periods
Holder history for CUSIP 44916E100
Recent filing periods:
Ownership snapshot
Top reported holders of IPX - IPERIONX Ltd - Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
BRC Group Holdings, Inc.
13D/G signal
—
Evidence rows
9
Latest as of
31 Dec 2023
13F
Lead comparable stake: 0.1%
Showing 1-6 of 9 holder rows.
Rank 1 holder
BRC Group Holdings, Inc.
13F
- Ownership
- 0.1%
- Position
- $3.03M
Rank 2 holder
STIFEL FINANCIAL CORP
13F
- Ownership
- 0.08%
- Position
- $2.36M
Rank 3 holder
MORGAN STANLEY
13F
- Ownership
- 0.01%
- Position
- $238.9K
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BRC Group Holdings, Inc. |
13F
Company
|
0.1%
|
$3,028,742
327,078 shares
|
— | 31 Dec 2023 |
| STIFEL FINANCIAL CORP |
13F
Company
|
0.08%
|
$2,363,628
255,251 shares
|
— | 31 Dec 2023 |
| MORGAN STANLEY |
13F
Company
|
0.01%
|
$238,908
25,800 shares
|
— | 31 Dec 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0%
|
$92,600
10,000 shares
|
— | 31 Dec 2023 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0%
|
$57,329
6,191 shares
|
— | 31 Dec 2023 |
| RHUMBLINE ADVISERS |
13F
Company
|
0%
|
$36,982
3,960 shares
|
— | 31 Dec 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
13
Shares
1,575,557
Rows available
13
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
9
Q1 2024 holders
13
Holder diff
4
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend