Novonix LimitedNVX

13F holders, Q2 2026 (June 30)
26holders −6
3new positions
9sold out
1famous investor
$0.46avg. 13F price*

At the end of Q2 2026, 26 institutions reported holding Novonix Limited (NVX) in their 13F filings, down 6 from Q1 2026. 3 opened new positions and 9 sold out. The largest holders were UBS Group AG ($571K), Forest Avenue Capital Management LP ($547K) and Marshall Wace, LLP ($91K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Novonix Limited
CUSIP
67010L100
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 14Q1 2024Q2 2024: 17Q2 2024Q3 2024: 17Q3 2024Q4 2024: 17Q4 2024Q1 2025: 13Q1 2025Q2 2025: 21Q2 2025Q3 2025: 26Q3 2025Q4 2025: 33Q4 2025Q1 2026: 32Q1 2026Q2 2026: 26Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$47K
Exits9$292K

All 13F filers, Q1 2026 → Q2 2026: 134,408 shares bought and 1,466,043 shares sold, net −1,331,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

UBS Group AG 0.00% Reduce -20.1% 1,241,580 $571K
Forest Avenue Capital Management LP 0.02% Reduce -0.8% 1,189,771 $547K
Marshall Wace, LLP 0.00% Reduce -4.7% 197,498 $91K
Citadel Advisors 0.00% Reduce -54.8% 120,507 $55K
Jane Street Group, LLC 0.00% Reduce -38.5% 125,682 $52K
Bank of America Corp. 0.00% Add +41.4% 108,300 $50K
XTX Topco Ltd 0.00% Reduce -70.7% 107,736 $50K
Morgan Stanley 0.00% Reduce -12.3% 63,188 $29K
Virtu Financial LLC 0.00% New 49,802 $23K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -61.2% 42,327 $19K
Southeast Asset Advisors, LLC 0.00% No change 27,500 $13K
Geode Capital Management, LLC 0.00% New 26,408 $12K
GK Wealth Management LLC 0.01% New 25,375 $12K
Susquehanna International Group, LLP 0.00% Reduce -85.5% 20,384 $9K
Mariner, LLC 0.00% Reduce -63.7% 11,938 $5K
LPL Financial LLC 0.00% No change 11,620 $5K
Raymond James Financial Inc. 0.00% No change 11,100 $5K
Equita Financial Network, Inc. 0.00% No change 10,000 $5K
GAMMA Investing LLC 0.00% Reduce -63.3% 5,451 $3K
Wells Fargo & Company 0.00% No change 3,500 $2K
Simplex Trading, LLC 0.00% Add +48.5% 3,474 $2K
Osaic Holdings, Inc. 0.00% Reduce -0.5% 1,840 $846
Jones Financial Companies LLLP 0.00% No change 1,369 $615
Rhumbline Advisers 0.00% No change 270 $124
Royal Bank of Canada 0.00% No change 730 $0
Caitong International Asset Management Co., Ltd 0.00% No change 1 $0

"% of holder's portfolio" is NVX's weight in each manager's 13F, not the share of Novonix Limited the manager owns.