Novonix NVX Institutional Ownership

NASDAQ NVX

$2.61 -0.06 (-2.22%)

As of: Sep 30, 2026 · 3:33 PM EDT

Institutions by Trading Activity

28 Institutions

Increased 7 25.0%

Unchanged 9 32.1%

Reduced 12 42.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

2.01%

▼-0.79 pp QoQ

Shares Held by Institutions

341.91K

of 17.04Mn outstanding

▼-20.76% QoQ

Shares Outstanding

17.04Mn

16.70Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

-89.58K

distributed since last quarter

Value of Holdings

$912.90K

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

NOVONIX Ltd (NASDAQ:NVX) is held by 28 institutional investors per 13F filings through June 2026.

These investors collectively held 2.0% of Novonix's outstanding shares in June 2026, down from 2.8% in March 2026.
They decreased total shares held in Novonix by -20.76% from last quarter, and the number of investors in NVX increased 16.67% annually.
Among the 28 funds, 7 bought more Novonix shares, 12 sold down, and 9 held their ground.
Institutional investors collectively held 341.91K shares in Novonix as of June 2026, down by 89.58K shares quarter on quarter, and up 252.65K shares year over year.
UBS Group AG is the top holder of Novonix as of June 30, 2026, with 124.16K shares representing 0.73% of outstanding stock.
The biggest buyers of Novonix for the quarter ending June 2026 included Virtu Financial LLC (4.98K), Bank Of America Corp /De/ (3.17K), GEODE CAPITAL MANAGEMENT, LLC (2.64K), GK Wealth Management LLC (2.54K), Capital Square, LLC (1.17K).
The largest sellers of Novonix for the quarter ending June 2026 were UBS Group AG (31.13K), XTX Topco Ltd (26.01K), CITADEL ADVISORS LLC (14.59K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (12.03K), JANE STREET GROUP, LLC (7.88K).
Novonix's 10 largest shareholders as of June 2026 include UBS Group AG (124.16K), Forest Avenue Capital Management LP (118.98K), MARSHALL WACE, LLP (19.75K), JANE STREET GROUP, LLC (12.57K), CITADEL ADVISORS LLC (12.05K), Bank Of America Corp /De/ (10.83K), XTX Topco Ltd (10.77K), Morgan Stanley (6.32K), Virtu Financial LLC (4.98K), Vanguard Personalized Indexing Management, LLC (4.23K) per Business Quant data.

Form 13F Holdings

28 Institutional Holders

Report period 30 Jun, 2026

Total shares held 341.91K

Of outstanding 2.01%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	UBS Group AG	0001610520	124,158	0.73%	▼31,132	-20.05%	$571.13K
2	Forest Avenue Capital Management LP	0001944889	118,977	0.70%	▼963	-0.80%	$547.30K
3	MARSHALL WACE, LLP	0001318757	19,750	0.12%	▼982	-4.74%	$90.85K
4	JANE STREET GROUP, LLC	0001595888	12,568	0.07%	▼7,884	-38.55%	$52.19K
5	CITADEL ADVISORS LLC	0001423053	12,051	0.07%	▼14,589	-54.76%	$55.43K
6	Bank Of America Corp /De/	0000070858	10,830	0.06%	▲3,169	+41.36%	$49.82K
7	XTX Topco Ltd	0001828301	10,774	0.06%	▼26,013	-70.71%	$49.56K
8	Morgan Stanley	0000895421	6,319	0.04%	▼885	-12.29%	$29.07K
9	Virtu Financial LLC	0001533964	4,980	0.03%	▲4,980	0.00%	$23
10	Vanguard Personalized Indexing Management, LLC	0001767306	4,233	0.02%	▼6,677	-61.20%	$19.47K
11	Southeast Asset Advisors, LLC	0001390003	2,750	0.02%	0	0.00%	$12.65K
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,641	0.02%	▲2,641	0.00%	$12.15K
13	GK Wealth Management LLC	0002069222	2,538	0.01%	▲2,538	0.00%	$11.67K
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	2,038	0.01%	▼12,031	-85.51%	$9.38K
15	Mariner, LLC	0001373442	1,194	0.01%	▼2,097	-63.72%	$5.49K
16	Capital Square, LLC	0001798736	1,174	0.01%	▲1,174	0.00%	$1.27K
17	LPL Financial LLC	0001403438	1,162	0.01%	0	0.00%	$5.35K
18	Raymond James Financial Inc	0000720005	1,110	0.01%	0	0.00%	$5.11K
19	Equita Financial Network, Inc.	0001994461	1,000	0.01%	0	0.00%	$4.60K
20	GAMMA Investing LLC	0002010235	545	0.00%	▼939	-63.27%	$2.51K

Showing 1 to 20 of 28 holders