Novonix Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 01/29/2026 | 1.06 M | $1.07 M | 339.70% | 0.68% |
| JANE STREET GROUP, LLC | 02/12/2026 | 947.71 K | $1.06 M | 100.00% | 0.60% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 652.10 K | $658.62 K | 100.00% | 0.42% |
| MORGAN STANLEY | 02/13/2026 | 602.89 K | $608.92 K | 371.26% | 0.38% |
| MARSHALL WACE, LLP | 02/13/2026 | 575.82 K | $581.57 K | 100.00% | 0.37% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 275.42 K | $278.18 K | -50.25% | 0.18% |
| XTX TOPCO LTD | 02/17/2026 | 270.80 K | $273.50 K | 388.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 218.62 K | $220.81 K | 329.37% | 0.14% |
| CITADEL ADVISORS LLC | 02/17/2026 | 205.00 K | $207.05 K | 100.00% | 0.13% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 96.31 K | $97.27 K | 100.00% | 0.06% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 76.14 K | $77.00 K | 316.55% | 0.05% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 71.75 K | $72.47 K | -1.68% | 0.05% |
| XY CAPITAL LTD | 02/12/2026 | 65.11 K | $65.76 K | 100.00% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 51.40 K | $51.91 K | 100.00% | 0.03% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 02/13/2026 | 47.41 K | $47.88 K | 100.00% | 0.03% |
| CITADEL ADVISORS LLC | 02/17/2026 | 45.08 K | $45.53 K | -58.79% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 38.60 K | $38.99 K | 100.00% | 0.02% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 33.88 K | $34.22 K | 100.00% | 0.02% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 31.42 K | $31.73 K | 100.00% | 0.02% |
| SOUTHEAST ASSET ADVISORS INC. | 02/13/2026 | 27.50 K | $27.78 K | 0.00% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 26.65 K | $26.92 K | 100.00% | 0.02% |
| GK WEALTH MANAGEMENT LLC | 01/05/2026 | 25.38 K | $25.63 K | 100.00% | 0.02% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 24.51 K | $24.76 K | -19.37% | 0.02% |
| STONEX GROUP INC. | 02/12/2026 | 18.17 K | $18.35 K | 100.00% | 0.01% |
| MARINER, LLC | 02/13/2026 | 17.52 K | $17.71 K | 100.00% | 0.01% |
| PEAK6 LLC | 03/12/2026 | 10.00 K | $10.10 K | 100.00% | 0.01% |
| EQUITA FINANCIAL NETWORK, INC. | 01/29/2026 | 10.00 K | $10.10 K | 0.00% | 0.01% |
| PEAK6 LLC | 03/12/2026 | 8.90 K | $8.99 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.50 K | $3.54 K | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 01/05/2026 | 3.45 K | $3.48 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.40 K | $2.42 K | 26.98% | 0.00% |
| WEALTH PRESERVATION ADVISORS, LLC | 02/23/2026 | 2.28 K | $2.30 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.37 K | $1.38 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 1.00 K | $1.01 K | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 730 | $1.00 K | 0.00% | 0.00% |
| PHYSICIAN WEALTH ADVISORS, INC. | 01/29/2026 | 492 | $497 | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 469 | $474 | -48.46% | 0.00% |
| RHUMBLINE ADVISERS | 02/13/2026 | 270 | $271 | -29.50% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| QUINN OPPORTUNITY PARTNERS LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| COVALIS CAPITAL LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| DINUZZO PRIVATE WEALTH, INC. | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 0 | $0 | -100.00% | 0.00% |
Novonix Limited institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of Novonix Limited. The most heavily invested institutionals were:
UBS Group AG: 1.55 M
JANE STREET GROUP, LLC: 204,522
Independent Advisor Alliance: 110,888
HBK Sorce Advisory LLC: 24,015
GAMMA Investing LLC: 14,841
LPL Financial LLC: 11,620
2.93% of Novonix Limited stock is owned by institutional investors.
Institutional investors have bought a total of 4.40 M shares in the last 24 months. This purchase volume represents approximately $3.65 M in transactions.