Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NVX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.6M | $1.1M | +46.4% | 0.722% | 0.00% |
| 2 | Forest Avenue Capital Management LP | 1.2M | $828K | β | 0.558% | 0.05% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 637K | $440K | -29.9% | 0.297% | 0.00% |
| 4 | XTX Topco Ltd | 368K | $254K | +35.9% | 0.171% | 0.00% |
| 5 | JANE STREET GROUP, LLC | 205K | $152K | -78.4% | 0.095% | 0.00% |
| 6 | MARSHALL WACE, LLP | 207K | $143K | -64.0% | 0.096% | 0.00% |
| 7 | SmartHarvest Portfolios, LLC | 145K | $100K | β | 0.067% | 0.04% |
| 8 | Independent Advisor Alliance | 111K | $77K | β | 0.052% | 0.00% |
| 9 | JustInvest LLC | 109K | $75K | +130.1% | 0.051% | 0.00% |
| 10 | BANK OF AMERICA CORP /DE/ | 77K | $53K | +6.8% | 0.036% | 0.00% |
| 11 | MORGAN STANLEY | 72K | $50K | -88.0% | 0.034% | 0.00% |
| 12 | MILLENNIUM MANAGEMENT LLC | 67K | $47K | -75.5% | 0.031% | 0.00% |
| 13 | Mariner, LLC | 33K | $23K | +87.8% | 0.015% | 0.00% |
| 14 | Southeast Asset Advisors Inc. | 28K | $19K | 0.0% | 0.013% | 0.00% |
| 15 | HBK Sorce Advisory LLC | 24K | $17K | β | 0.011% | 0.00% |
| 16 | GAMMA Investing LLC | 15K | $10K | +330.4% | 0.007% | 0.00% |
| 17 | LPL Financial LLC | 12K | $8K | β | 0.005% | 0.00% |
| 18 | RAYMOND JAMES FINANCIAL INC | 11K | $8K | β | 0.005% | 0.00% |
| 19 | TWO SIGMA SECURITIES, LLC | 11K | $7K | β | 0.005% | 0.00% |
| 20 | QRG CAPITAL MANAGEMENT, INC. | 10K | $7K | β | 0.005% | 0.00% |
| 21 | Equita Financial Network, Inc. | 10K | $7K | 0.0% | 0.005% | 0.00% |
| 22 | WELLS FARGO & COMPANY/MN | 4K | $2K | 0.0% | 0.002% | 0.00% |
| 23 | SIMPLEX TRADING, LLC | 2K | $2K | -93.1% | 0.001% | 0.00% |
| 24 | ADVISOR GROUP HOLDINGS, INC. | 2K | $1K | -22.9% | 0.001% | 0.00% |
| 25 | ROYAL BANK OF CANADA | 730 | $1K | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NVX β a direct measure of their conviction.
Filings activity in NVX during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NVX position in Q1 2026
Institutions that fully closed their NVX position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 31 | +0.0% | 2.29% | 1.29 pp | $3M | 36% |
| Q4 2025 | 31 | +19% | 3.58% | +2.31 pp | $5M | +181% |
| Q3 2025 | 26 | +24% | 1.27% | +0.72 pp | $2M | +130% |
| Q2 2025 | 21 | +62% | 0.55% | +0.04 pp | $1M | +8.3% |
| Q1 2025 | 13 | 28% | 0.51% | 0.65 pp | $1M | 56% |
| Q4 2024 | 18 | +0.0% | 1.16% | +0.00 pp | $2M | 0.6% |
| Q3 2024 | 18 | +5.9% | 1.16% | 0.06 pp | $2M | 4.8% |
| Q2 2024 | 17 | β | 1.22% | β | $2M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NVX stock.
Based on Q1 2026 13F filings, institutional ownership of Novonix Limited stands at 2.3%, held across 31 reporting institutions.
UBS Group AG is the largest reported institutional holder of NVX, with approximately 1,552,904 shares worth $0.00B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of NVX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, MILLENNIUM MANAGEMENT LLC, TWO SIGMA SECURITIES, LLC.
Our composite Smart Money Score for NVX is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in NVX during Q1 2026, while 11 fully exited. 4 added to existing positions and 15 trimmed.
NVX institutional ownership fell by 1.29 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 93.8% of all reported 13F value in NVX, and the top 25 account for 99.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Novonix Limited (NVX) Institutional Ownership