Novonix Limited Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 05/05/2026 | 1.55 M | $1.07 M | 46.44% | 0.89% |
| FOREST AVENUE CAPITAL MANAGEMENT LP | 05/14/2026 | 1.20 M | $827.59 K | 100.00% | 0.69% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 485.80 K | $335.20 K | -25.50% | 0.28% |
| XTX TOPCO LTD | 05/15/2026 | 367.87 K | $253.83 K | 35.85% | 0.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 266.40 K | $183.82 K | 491.00% | 0.15% |
| MARSHALL WACE, LLP | 05/15/2026 | 207.32 K | $143.05 K | -64.00% | 0.12% |
| JANE STREET GROUP, LLC | 05/12/2026 | 204.52 K | $152.39 K | -78.42% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 173.00 K | $119.37 K | -15.61% | 0.10% |
| 04/21/2026 | 144.80 K | $99.91 K | 100.00% | 0.08% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 140.69 K | $97.08 K | -35.65% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 133.90 K | $92.39 K | 160.51% | 0.08% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 110.89 K | $76.51 K | 100.00% | 0.06% |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 05/14/2026 | 109.10 K | $75.28 K | 130.12% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 76.61 K | $52.86 K | 6.78% | 0.04% |
| MORGAN STANLEY | 05/15/2026 | 72.04 K | $49.71 K | -88.05% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 67.49 K | $46.57 K | -75.50% | 0.04% |
| HRT FINANCIAL LP | 05/14/2026 | 54.45 K | $37.00 K | 100.00% | 0.03% |
| MARINER, LLC | 05/13/2026 | 32.91 K | $22.68 K | 87.79% | 0.02% |
| SOUTHEAST ASSET ADVISORS INC. | 05/13/2026 | 27.50 K | $18.98 K | 0.00% | 0.02% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 24.02 K | $16.93 K | 100.00% | 0.01% |
| GAMMA INVESTING LLC | 04/06/2026 | 14.84 K | $10.24 K | 330.42% | 0.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 11.62 K | $8.02 K | 100.00% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 11.10 K | $7.66 K | 100.00% | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.00 K | $7.59 K | -71.50% | 0.01% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 10.66 K | $7.36 K | 100.00% | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 04/27/2026 | 10.31 K | $7.11 K | 100.00% | 0.01% |
| EQUITA FINANCIAL NETWORK, INC. | 04/23/2026 | 10.00 K | $6.90 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.50 K | $2.42 K | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 2.34 K | $1.61 K | -93.09% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.85 K | $1.28 K | -22.92% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.37 K | $931 | 0.00% | 0.00% |
| BLACKROCK, INC. | 05/13/2026 | 1.00 K | $690 | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 730 | $1.00 K | 0.00% | 0.00% |
| WEALTH PRESERVATION ADVISORS, LLC | 05/15/2026 | 509 | $351 | -77.65% | 0.00% |
| RHUMBLINE ADVISERS | 05/12/2026 | 270 | $186 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 1 | $1 | 100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| PEAK6 LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| PHYSICIAN WEALTH ADVISORS, INC. | 04/24/2026 | 0 | $0 | -100.00% | 0.00% |
| XY CAPITAL LTD | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GK WEALTH MANAGEMENT LLC | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
Novonix Limited institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Novonix Limited. The most heavily invested institutionals were:
UBS Group AG: 1.55 M
Forest Avenue Capital Management LP: 1.2 M
XTX Topco Ltd: 367,865
CITADEL ADVISORS LLC: 266,401
MARSHALL WACE, LLP: 207,318
JANE STREET GROUP, LLC: 204,522
2.71% of Novonix Limited stock is owned by institutional investors.
Institutional investors have bought a total of 4.59 M shares in the last 24 months. This purchase volume represents approximately $3.81 M in transactions.