Novonix Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 08/13/2026 | 1.24 M | $571.13 K | -20.05% | 0.57% |
| FOREST AVENUE CAPITAL MANAGEMENT LP | 08/14/2026 | 1.19 M | $547.30 K | -0.80% | 0.55% |
| MARSHALL WACE, LLP | 08/13/2026 | 197.50 K | $90.85 K | -4.74% | 0.09% |
| JANE STREET GROUP, LLC | 08/14/2026 | 125.68 K | $52.19 K | -38.55% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 120.51 K | $55.43 K | -54.76% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 108.30 K | $49.82 K | 41.36% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 107.74 K | $49.56 K | -70.71% | 0.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 90.90 K | $41.81 K | -47.46% | 0.04% |
| MORGAN STANLEY | 08/13/2026 | 63.19 K | $29.07 K | -12.29% | 0.03% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 49.80 K | $23.00 K | 100.00% | 0.02% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 08/11/2026 | 42.33 K | $19.47 K | -61.20% | 0.02% |
| SOUTHEAST ASSET ADVISORS INC. | 08/14/2026 | 27.50 K | $12.65 K | 0.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 27.20 K | $12.51 K | -94.40% | 0.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 26.41 K | $12.15 K | 100.00% | 0.01% |
| GK WEALTH MANAGEMENT LLC | 07/07/2026 | 25.38 K | $11.67 K | 100.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 20.38 K | $9.38 K | -85.51% | 0.01% |
| MARINER, LLC | 08/13/2026 | 11.94 K | $5.49 K | -63.72% | 0.01% |
| LPL FINANCIAL LLC | 08/07/2026 | 11.62 K | $5.35 K | 0.00% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 11.10 K | $5.11 K | 0.00% | 0.01% |
| EQUITA FINANCIAL NETWORK, INC. | 07/29/2026 | 10.00 K | $4.60 K | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 5.45 K | $2.51 K | -63.27% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.50 K | $1.61 K | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 3.47 K | $1.60 K | 48.46% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.84 K | $846 | -0.54% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 1.37 K | $615 | 0.00% | 0.00% |
| RHUMBLINE ADVISERS | 08/12/2026 | 270 | $124 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| INDEPENDENT ADVISOR ALLIANCE | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTH PRESERVATION ADVISORS, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| QRG CAPITAL MANAGEMENT, INC. | 09/23/2026 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| SMARTHARVEST PORTFOLIOS, LLC | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
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Novonix Limited institutional Ownership - FAQ's
During the previous two years, 36 institutional investors and hedge funds held shares of Novonix Limited. The most heavily invested institutionals were:
GAMMA Investing LLC: 0
UBS Group AG: 1.24 M
Forest Avenue Capital Management LP: 1.19 M
MARSHALL WACE, LLP: 197,498
JANE STREET GROUP, LLC: 125,682
CITADEL ADVISORS LLC: 120,507
1.57% of Novonix Limited stock is owned by institutional investors.
Institutional investors have bought a total of 3.41 M shares in the last 24 months. This purchase volume represents approximately $2.83 M in transactions.