{ "schema_version": "1.0.0", "ticker": "IPX", "company_name": "IperionX Limited", "cutoff_date": "2026-11-02", "reviewed_at": "2026-11-06", "coverage_note": "The register view is the full top-20 registered-account table in the 2026 annual report, measured 31 August 2026; two accounts tie at rank 20, so 21 rows are shown. Substantial-holder rows use the latest located group disclosure per holder through 2 November 2026 and retain each filing’s measurement date. The two views overlap and must not be summed.", "register": { "as_of_date": "2026-08-31", "issued_shares": 362240163, "source_ids": [ "annual-report-2026" ], "holders": [ { "holder_id": "register-01", "name": "HSBC Custody Nominees (Australia) Limited", "classification": "nominee_custodian", "shares": 147954735, "percentage": 40.84, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-02", "name": "Citicorp Nominees Pty Limited", "classification": "nominee_custodian", "shares": 42877379, "percentage": 11.84, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-03", "name": "J P Morgan Nominees Australia Pty Limited", "classification": "nominee_custodian", "shares": 21932246, "percentage": 6.05, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-04", "name": "BNP Paribas Nominees Pty Ltd ", "classification": "nominee_custodian", "shares": 14033171, "percentage": 3.87, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-05", "name": "BNP Paribas Noms Pty Ltd", "classification": "nominee_custodian", "shares": 10191060, "percentage": 2.81, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-06", "name": "Moshos Family Investments Pty Ltd ", "classification": "unknown", "shares": 6613448, "percentage": 1.83, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-07", "name": "UBS Nominees Pty Ltd", "classification": "nominee_custodian", "shares": 6440000, "percentage": 1.78, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-08", "name": "Mr James Fisher McDonald", "classification": "direct_holder", "shares": 5222144, "percentage": 1.44, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-09", "name": "BNP Paribas Nominees Pty Ltd ", "classification": "nominee_custodian", "shares": 4198713, "percentage": 1.16, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-10", "name": "Arredo Pty Ltd", "classification": "unknown", "shares": 4000002, "percentage": 1.1, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-11", "name": "M D H Pty Ltd", "classification": "unknown", "shares": 3639881, "percentage": 1.0, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-12", "name": "BNP Paribas Nominees Pty Ltd ", "classification": "nominee_custodian", "shares": 2909772, "percentage": 0.8, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-13", "name": "Mr Dominic Paul Allen ", "classification": "direct_holder", "shares": 2677501, "percentage": 0.74, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-14", "name": "Verve Investments Pty Ltd", "classification": "unknown", "shares": 2534675, "percentage": 0.7, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-15", "name": "Halibery Hotels Pty Ltd", "classification": "unknown", "shares": 2500000, "percentage": 0.69, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-16", "name": "HSBC Custody Nominees (Australia) Limited ", "classification": "nominee_custodian", "shares": 2396534, "percentage": 0.66, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-17", "name": "Petrus Holdings Pty Ltd", "classification": "unknown", "shares": 1900000, "percentage": 0.52, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-18", "name": "Mr Lamont Edwin Leatherman", "classification": "direct_holder", "shares": 1784501, "percentage": 0.49, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-19", "name": "Netwealth Investments Limited ", "classification": "nominee_custodian", "shares": 1773791, "percentage": 0.49, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account reported in the annual report. Nominee/custodian status is classified from the account name; underlying beneficial owners are not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-20", "name": "Mrs Elizabeth Kate Whiting(1)", "classification": "direct_holder", "shares": 1500000, "percentage": 0.41, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] }, { "holder_id": "register-21", "name": "Mr Neil Francis Michael Day(1)", "classification": "direct_holder", "shares": 1500000, "percentage": 0.41, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Registered account as disclosed in the annual report; beneficial ownership is not inferred.", "Percentage recomputed to two decimals from the disclosed shares and the annual report’s stated issued-share denominator; the source table prints one decimal." ] } ] }, "substantial_holders": [ { "holder_id": "substantial-jpmorgan", "name": "JPMorgan Chase & Co. and its affiliates", "classification": "reporting_group", "shares": null, "percentage": 8.71, "percentage_basis": "voting_power", "as_of_date": "2026-10-20", "investor_id": null, "identity_note": null, "source_ids": [ "jpm-20261023" ], "notes": [ "Form 604 reports a fractional aggregate of 31,541,153.52 votes; ordinary-share count is not stated as an integer. This is the latest located notice through the cutoff." ] }, { "holder_id": "substantial-bny", "name": "The Bank of New York Mellon Corporation and each Group Entity (BNY)", "classification": "reporting_group", "shares": 100737812, "percentage": 27.81, "percentage_basis": "voting_power", "as_of_date": "2026-10-15", "investor_id": null, "identity_note": null, "source_ids": [ "bny-20261019" ], "notes": [ "Form 604 reports 100,737,812 votes and 27.81%, marked with an annexure note; BNY’s interest includes the ADR program. Group voting interests can overlap registered accounts." ] }, { "holder_id": "substantial-vanguard", "name": "The Vanguard Group, Inc. and controlled entities", "classification": "reporting_group", "shares": 18307532, "percentage": 5.082, "percentage_basis": "voting_power", "as_of_date": "2026-09-18", "investor_id": null, "identity_note": null, "source_ids": [ "vanguard-20260924" ], "notes": [ "Form 603 reports 18,307,532 ordinary shares and 18,409,250 votes; the filed voting-power percentage uses the votes figure. Group manages fund and client accounts." ] }, { "holder_id": "substantial-state-street", "name": "State Street Corporation and affiliates", "classification": "reporting_group", "shares": 27793172, "percentage": 6.67, "percentage_basis": "voting_power", "as_of_date": "2026-08-14", "investor_id": null, "identity_note": null, "source_ids": [ "state-street-20260818" ], "notes": [ "Latest State Street substantial-holder notice found by the 2 November 2026 cutoff. The reported group is not a beneficial-owner count." ] }, { "holder_id": "substantial-fmr", "name": "FMR LLC and associates", "classification": "reporting_group", "shares": 26097578, "percentage": 7.2, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Annual report lists this substantial holder at its 31 August 2026 information date; no later notice located through cutoff. The report does not provide a percentage in the cited table.", "Percentage calculated by the reviewer, not disclosed: 26,097,578 shares / 362,240,163 ordinary shares on issue at the issuer's 2026-08-31 register = 7.20% of issued shares." ], "percentage_calculation": { "issued_shares": 362240163, "as_of_date": "2026-08-31", "source_ids": [ "annual-report-2026" ] } }, { "holder_id": "substantial-ditm", "name": "DITM Holdings Pty Ltd and associates", "classification": "reporting_group", "shares": 27133334, "percentage": 7.49, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-report-2026" ], "notes": [ "Annual report lists this substantial holder at its 31 August 2026 information date; no later notice located through cutoff. The report does not provide a percentage in the cited table.", "Percentage calculated by the reviewer, not disclosed: 27,133,334 shares / 362,240,163 ordinary shares on issue at the issuer's 2026-08-31 register = 7.49% of issued shares." ], "percentage_calculation": { "issued_shares": 362240163, "as_of_date": "2026-08-31", "source_ids": [ "annual-report-2026" ] } } ], "sources": [ { "source_id": "annual-report-2026", "title": "Annual Report 2026", "publisher": "IperionX Limited via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03141042-6A1346169", "publication_date": "2026-09-29", "accessed_date": "2026-11-02", "locator": "Cached ASX PDF pp.128 and 132 (printed pp.126 and 130), sections “Top 20 shareholders” and “Substantial shareholders”", "detail": "Top 20 registered accounts measured 31 August 2026; issued capital 362,240,163 ordinary shares. The report also lists disclosed substantial holders, including FMR LLC and DITM Holdings, at its stated measurement date." }, { "source_id": "jpm-20261023", "title": "Change in substantial holding — JPMorgan Chase & Co. and affiliates", "publisher": "JPMorgan Chase & Co. via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03151932-6A1350814", "publication_date": "2026-10-23", "accessed_date": "2026-11-02", "locator": "PDF p.1, Form 604, sections 1–2; change effective 20 October 2026", "detail": "Reports 31,541,153.52 votes and 8.71% voting power. Fractional votes appear in the filed aggregate, so ordinary-share quantity is left null." }, { "source_id": "bny-20261019", "title": "Change in substantial holding — The Bank of New York Mellon Corporation group", "publisher": "The Bank of New York Mellon Corporation via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03149631-6A1349760", "publication_date": "2026-10-19", "accessed_date": "2026-11-02", "locator": "PDF p.1, Form 604, sections 1–2; change effective 15 October 2026", "detail": "Reports 100,737,812 votes and 27.81% voting power, subject to an annexure note. Group includes entities associated with the ADR program; it is a reported relevant-interest group, not a beneficial-owner count." }, { "source_id": "vanguard-20260924", "title": "Becoming a substantial holder — The Vanguard Group", "publisher": "The Vanguard Group via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03139018-6A1345329", "publication_date": "2026-09-24", "accessed_date": "2026-11-02", "locator": "PDF p.1, Form 603, sections 1–3; threshold date 18 September 2026", "detail": "Reports 18,307,532 ordinary shares, 18,409,250 votes and 5.082% voting power. The group manages accounts and funds; votes exceed ordinary securities." }, { "source_id": "state-street-20260818", "title": "Change in substantial holding — State Street group", "publisher": "State Street Corporation via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03122424-6A1339018", "publication_date": "2026-08-18", "accessed_date": "2026-11-02", "locator": "PDF p.1, Form 604, sections 1–2; change effective 14 August 2026", "detail": "Reports 27,793,172 votes and 6.67% voting power. This remains the latest State Street notice located in the cached issuer record through the cutoff." } ], "limitations": [ "The registered-account table is dated 31 August 2026; it is not a current beneficial-ownership list. Custodian, nominee and wrap accounts do not identify underlying investors.", "The register’s last rank is tied: Elizabeth Kate Whiting and Neil Francis Michael Day each report 1,500,000 shares; both are retained.", "The register and substantial-holder view overlap and should not be added together. Substantial-holder positions can include relevant interests through nominees, clients, ADR arrangements or securities-lending relationships.", "Percentages retain each source’s stated basis and date. BNY’s reported quantity and voting power carry an annexure note; JPMorgan’s notice reports fractional votes, so its share count is null.", "FMR and DITM are carried from the annual report as of 31 August 2026; a later notice was not located by cutoff, so their current positions are not independently refreshed.", "A ceasing-to-be-substantial notice does not establish zero remaining securities. Notices below the statutory threshold may not be available." ] }