Ivanhoe Electric Inc / US (IE) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

IE ranks #2984 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

IE is a top-conviction position for SailingStone Capital Partners LLC — at 7.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in IE belongs to BlackRock, Inc., but the position matters far more to SailingStone Capital Partners LLC, who has 7.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its IE position for two straight quarters, increasing it by $137.8M to reach $139.2M today.

Fidelity has trimmed its IE position for two straight quarters, cutting it by $101.1M while still holding $86.7M.

IE is down 2% today, but institutions show net buying of $83.4M this quarter — a divergence between today's price move and the underlying institutional flow.

IE reported a net loss of $34.4M over the trailing twelve months.

• Not yet profitable — net loss of $34.4M over the trailing twelve months
• Revenue declined 20.6% year over year
• Net income improved year over year, from -$80.7M to -$34.4M
• Operating cash flow was negative, using $89.2M in cash
• Current ratio of 3.34x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.14x equity — within a conventional range