NOVONIX LIMITED (NVX)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
Institutions report 3,357,549 shares against 840,073,798 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2025q4i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $571.1K | 1,241,580 | 0.00% | 5q | -20.0%-$143.2K |
| Forest Avenue Capital Management LP | $547.3K | 1,189,771 | 0.02% | 2q | -0.8%-$4.4K |
| CITADEL ADVISORS LLC | $97.2K | 120,507 | 0.00% | 6q | -54.8%-$117.7K |
| MARSHALL WACE, LLP | $90.8K | 197,498 | 0.00% | 3q | -4.7%-$4.5K |
| JANE STREET GROUP, LLC | $52.2K | 125,682 | 0.00% | 3q | -38.5%-$32.7K |
| BANK OF AMERICA CORP /DE/ | $49.8K | 108,300 | 0.00% | 13q | +41.4%+$14.6K |
| XTX Topco Ltd | $49.6K | 107,736 | 0.00% | 4q | -70.7%-$119.7K |
| MORGAN STANLEY | $29.1K | 63,188 | 0.00% | 4q | -12.3%-$4.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.9K | 20,384 | 0.00% | 4q | -85.5%-$129.2K |
| Vanguard Personalized Indexing Management, LLC | $19.5K | 42,327 | 0.00% | 3q | -61.2%-$30.7K |
| SIMPLEX TRADING, LLC | $12.7K | 3,474 | 0.00% | 7q | +48.5%+$4.1K |
| Southeast Asset Advisors, LLC | $12.7K | 27,500 | 0.00% | 4q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $12.1K | 26,408 | 0.00% | new | NEW |
| GK Wealth Management LLC | $11.7K | 25,375 | 0.01% | new | NEW |
| IMC-Chicago, LLC | $10.5K | options only | 0.00% | 2q | OPTIONS |
| Mariner, LLC | $5.5K | 11,938 | 0.00% | 3q | -63.7%-$9.6K |
| LPL Financial LLC | $5.3K | 11,620 | 0.00% | 2q | HELD |
| GROUP ONE TRADING LLC | $5.3K | options only | 0.00% | 4q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $5.1K | 11,100 | 0.00% | 2q | HELD |
| Equita Financial Network, Inc. | $4.6K | 10,000 | 0.00% | 5q | HELD |
| GAMMA Investing LLC | $2.5K | 5,451 | 0.00% | 3q | -63.3%-$4.3K |
| WELLS FARGO & COMPANY/MN | $1.6K | 3,500 | 0.00% | 11q | -50.0%-$1.6K |
| OSAIC HOLDINGS, INC. | $846 | 1,840 | 0.00% | 5q | -0.5% |
| JONES FINANCIAL COMPANIES LLLP | $615 | 1,369 | 0.00% | 5q | HELD |
| RHUMBLINE ADVISERS | $124 | 270 | 0.00% | 12q | HELD |
| Virtu Financial LLC | $23 | 49,802 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $0 | 730 | 0.00% | 7q | HELD |
| Caitong International Asset Management Co., Ltd | $0 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $1.6M | 3,357,549 | 2 | 2 | 13 | 5.0% |
| Q1 2026 | 33 | $3.9M | 4,688,040 | 12 | 8 | 8 | 16.7% |
| Q4 2025 | 34 | $6.3M | 4,528,348 | 18 | 5 | 6 | 25.9% |
| Q3 2025 | 27 | $1.9M | 1,476,743 | 8 | 7 | 3 | 0.3% |
| Q2 2025 | 20 | $823.4K | 814,482 | 7 | 2 | 2 | 0.0% |
| Q1 2025 | 15 | $772.4K | 660,646 | 2 | 2 | 2 | 1.7% |
| Q4 2024 | 18 | $1.7M | 953,623 | 8 | 1 | 2 | 0.0% |
| Q3 2024 | 15 | $1.7M | 938,343 | 1 | 3 | 4 | 0.0% |
| Q2 2024 | 16 | $1.9M | 1,037,811 | 6 | 1 | 3 | 0.0% |
| Q1 2024 | 13 | $231.7K | 89,722 | 3 | 1 | 0 | 11.2% |
| Q4 2023 | 12 | $130.6K | 66,763 | 3 | 1 | 0 | 0.0% |
| Q3 2023 | 7 | $28.8K | 15,221 | 2 | 0 | 2 | 0.0% |
| Q2 2023 | 7 | $89.9K | 33,305 | 3 | 1 | 0 | 0.0% |
| Q1 2023 | 8 | $68.6K | 20,127 | 2 | 1 | 1 | 0.0% |
| Q4 2022 | 6 | $68.2K | 14,762 | 4 | 0 | 0 | 0.0% |
| Q3 2022 | 4 | $22.9K | 4,270 | 2 | 1 | 0 | 0.0% |
| Q2 2022 | 8 | $501.6K | 75,399 | 5 | 2 | 1 | 0.0% |
| Q1 2022 | 4 | $349.0K | 18,290 | 4 | 0 | 0 | 0.0% |