Idaho Strategic Resources, Inc. (IDR) Institutional Ownership

Institutions by Trading Activity

14,077,740Shares Outstanding

10,337Shares held by institutions

$505,273Value of institutional holdings

0.10%Institutional ownership %

27.90%Shares Changed QoQ

5No. of institutional investors

According to SEC filings for the period ending December 2025, Idaho Strategic Resources, Inc. (NYSE:IDR) is held by 5 institutional firms.

These investors collectively held 0.1% of the company's total shares outstanding in December 2025, down from 40.9% in September 2025.
Institutional share ownership changed by 27.90% QoQ, while the number of institutional owners saw a decrease of 91.23% YoY.
During the quarter, 4 institutions bought more Idaho Strategic Resources shares, 0 sold shares, and 1 of the 5 total investors held their position steady.
The aggregate institutional position in Idaho Strategic Resources now stands at 13.43K shares as of December 2025, after investors increased their holdings (up by 2.93K shares quarter on quarter which is down 2.79Mn shares year over year).
The top institutional stake in Idaho Strategic Resources as of December 31, 2025 belongs to Fermata Advisors, LLC, which owns 10.34K shares, or 0.07% of the company.
Among the most significant buyers of Idaho Strategic Resources during December 2025 were SG Americas Securities, LLC (2.88K), GAMMA Investing LLC (32), Aventura Private Wealth, LLC (10), MassMutual Private Wealth & Trust, FSB (2).
The top 5 institutional holders of Idaho Strategic Resources for the quarter ending December 2025 included Fermata Advisors, LLC (10.34K), SG Americas Securities, LLC (2.88K), GAMMA Investing LLC (119), Aventura Private Wealth, LLC (83), MassMutual Private Wealth & Trust, FSB (2).

10,337 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	30 Sep, 2025	884,066	125,903	16.61%	$29,872,592.00
VANGUARD GROUP INC	30 Sep, 2025	726,335	69,639	10.60%	$24,542,860.00
VAN ECK ASSOCIATES CORP	30 Sep, 2025	464,958	464,958	0.00%	$15,711.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	298,468	12,895	4.52%	$10,087,628.00
STATE STREET CORP	30 Sep, 2025	259,510	110,810	74.52%	$8,768,843.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	30 Sep, 2025	209,655	27,098	14.84%	$7,084,242.00
MORGAN STANLEY	30 Sep, 2025	200,609	140,933	236.16%	$6,778,578.00
Brevan Howard Capital Management LP	30 Sep, 2025	166,195	166,195	0.00%	$5,615,729.00
Invesco Ltd.	30 Sep, 2025	158,359	158,359	0.00%	$5,350,950.00
JW Asset Management, LLC	30 Sep, 2025	156,697	-5,000	-3.09%	$5,294,792.00
NAVELLIER & ASSOCIATES INC	30 Sep, 2025	146,003	44,349	43.63%	$4,933,441.00
THAMES CAPITAL MANAGEMENT LLC	30 Sep, 2025	127,632	127,632	0.00%	$4,312,685.00
NORTHERN TRUST CORP	30 Sep, 2025	123,935	-5,275	-4.08%	$4,187,763.00
JANE STREET GROUP, LLC	30 Sep, 2025	106,757	72,857	214.92%	$3,607,319.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	93,807	93,807	0.00%	$3,169,738.00
CITADEL ADVISORS LLC	30 Sep, 2025	93,232	93,232	0.00%	$3,150,309.00
Bank of New York Mellon Corp	30 Sep, 2025	80,028	1,944	2.49%	$2,704,148.00
Schonfeld Strategic Advisors LLC	30 Sep, 2025	66,905	66,905	0.00%	$2,260,717.00
LPL Financial LLC	30 Sep, 2025	61,673	61,673	0.00%	$2,083,931.00
Cetera Investment Advisers	30 Sep, 2025	59,895	59,895	0.00%	$2,023,852.00

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