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
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value
- Shares outstanding
- 335,048,137
- Total 13F shares
- 1,611,592
- Share change
- +6,016
- Total reported value
- $55,438,761
- Price per share
- $34.40
- Number of holders
- 23
- Value change
- +$650,434
- Number of buys
- 10
- Number of sells
- 13
Report period
Q4 2024
Institutions
23
Top holders
10
IPX full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
IPERIONX Ltd SEC filings
IPERIONX Ltd company facts
Broader feeds
Reporting periods
Holder history for CUSIP 44916E100
Recent filing periods:
Top shareholders 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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13D/G
|
— |
8.2%
|
26,017,582
|
— | $0 | 31 Dec 2024 | |
| FIL Ltd |
13D/G
|
FIL Limited |
3.1%
|
9,680,777
|
— | $0 | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.21%
|
703,679
|
$15,670,930 | — | 30 Sep 2024 | |
| Philadelphia Financial Management of San Francisco, LLC |
13F
|
Company |
0.2%
|
663,087
|
$14,766,947 | — | 30 Sep 2024 | |
| Shay Capital LLC |
13F
|
Company |
0.01%
|
45,683
|
$1,015,533 | — | 30 Sep 2024 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
0.01%
|
36,402
|
$810,673 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.01%
|
32,600
|
$726,002 | — | 30 Sep 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.01%
|
26,528
|
$590,779 | — | 30 Sep 2024 | |
| Ballentine Partners, LLC |
13F
|
Company |
0.01%
|
23,776
|
$529,492 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.01%
|
20,900
|
$465,443 | — | 30 Sep 2024 | |
| Tidal Investments LLC |
13F
|
Company |
0%
|
16,576
|
$368,484 | — | 30 Sep 2024 | |
| SYMMETRY PEAK MANAGEMENT LLC |
13F
|
Company |
0%
|
10,218
|
$227,555 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
7,191
|
$160,144 | — | 30 Sep 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0%
|
4,058
|
$90,206 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
1,225
|
$27,232 | — | 30 Sep 2024 | |
| Beacon Capital Management, LLC |
13F
|
Company |
0%
|
1,000
|
$22,270 | — | 30 Sep 2024 | |
| Hobbs Group Advisors, LLC |
13F
|
Company |
0%
|
907
|
$20,199 | — | 30 Sep 2024 | |
| PROFFITT & GOODSON INC |
13F
|
Company |
0%
|
700
|
$15,589 | — | 30 Sep 2024 | |
| Tortoise Investment Management, LLC |
13F
|
Company |
0%
|
525
|
$11,692 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0%
|
431
|
$9,598 | — | 30 Sep 2024 | |
| Parkside Financial Bank & Trust |
13F
|
Company |
0%
|
80
|
$1,782 | — | 30 Sep 2024 |
Institutional Holders of IPERIONX Ltd - Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value (IPX) as of Q4 2024
As of 31 Dec 2024,
IPERIONX Ltd - Ordinary Shares, no par value and American Depositary Shares, each representing Ten Ordinary Shares, no par value (IPX) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,611,592 shares.
The largest 10 holders included
STIFEL FINANCIAL CORP, Philadelphia Financial Management of San Francisco, LLC, Sowell Financial Services LLC, BANK OF AMERICA CORP /DE/, JANE STREET GROUP, LLC, MERCER GLOBAL ADVISORS INC /ADV, MORGAN STANLEY, Shay Capital LLC, Tidal Investments LLC, and MARSHALL WACE, LLP.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
19
Q4 2024 holders
23
Holder diff
4
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.