Ranked by reported Q2 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 | 1.2M | $571K | -20.1% | 0.580% | 0.00% |
| 2 | Forest Avenue Capital Management LP | 1.2M | $547K | -0.8% | 0.556% | 0.02% |
| 3 | CITADEL ADVISORS LLC | 211K | $97K | -63.1% | 0.099% | 0.00% |
| 4 | MARSHALL WACE, LLP | 197K | $91K | -4.7% | 0.092% | 0.00% |
| 5 | JANE STREET GROUP, LLC | 126K | $52K | -38.6% | 0.059% | 0.00% |
| 6 | BANK OF AMERICA CORP /DE/ | 108K | $50K | +41.4% | 0.051% | 0.00% |
| 7 | XTX Topco Ltd | 108K | $50K | -70.7% | 0.050% | 0.00% |
| 8 | MORGAN STANLEY | 63K | $29K | -12.3% | 0.030% | 0.00% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48K | $22K | -92.5% | 0.022% | 0.00% |
| 10 | Vanguard Personalized Indexing Management, LLC | 42K | $19K | -61.2% | 0.020% | 0.00% |
| 11 | Southeast Asset Advisors, LLC | 28K | $13K | 0.0% | 0.013% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 26K | $12K | — | 0.012% | 0.00% |
| 13 | GK Wealth Management LLC | 25K | $12K | — | 0.012% | 0.01% |
| 14 | Mariner, LLC | 12K | $5K | -63.7% | 0.006% | 0.00% |
| 15 | LPL Financial LLC | 12K | $5K | 0.0% | 0.005% | 0.00% |
| 16 | RAYMOND JAMES FINANCIAL INC | 11K | $5K | 0.0% | 0.005% | 0.00% |
| 17 | Equita Financial Network, Inc. | 10K | $5K | 0.0% | 0.005% | 0.00% |
| 18 | GAMMA Investing LLC | 5K | $3K | -63.3% | 0.003% | 0.00% |
| 19 | WELLS FARGO & COMPANY/MN | 4K | $2K | 0.0% | 0.002% | 0.00% |
| 20 | SIMPLEX TRADING, LLC | 3K | $2K | +48.5% | 0.002% | 0.00% |
| 21 | OSAIC HOLDINGS, INC. | 2K | $846 | -0.5% | 0.001% | 0.00% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 1K | $615 | 0.0% | 0.001% | 0.00% |
| 23 | RHUMBLINE ADVISERS | 270 | $124 | 0.0% | 0.000% | 0.00% |
| 24 | Virtu Financial LLC | 50K | $23 | — | 0.023% | 0.00% |
| 25 | ROYAL BANK OF CANADA | 730 | $0 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in NVX — a direct measure of their conviction.
Filings activity in NVX during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 19% | 1.65% | 0.97 pp | $2M | 58% |
| Q1 2026 | 32 | 5.9% | 2.62% | 0.03 pp | $4M | 33% |
| Q4 2025 | 34 | +31% | 2.65% | 4.46 pp | $6M | +198% |
| Q3 2025 | 26 | +24% | 7.11% | +3.11 pp | $2M | +130% |
| Q2 2025 | 21 | +62% | 4.00% | +0.86 pp | $1M | +8.3% |
| Q1 2025 | 13 | 28% | 3.14% | 1.40 pp | $1M | 56% |
| Q4 2024 | 18 | +0.0% | 4.54% | 0.14 pp | $2M | 0.6% |
| Q3 2024 | 18 | — | 4.68% | — | $2M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NVX stock.
Based on Q2 2026 13F filings, institutional ownership of Novonix Limited stands at 1.7%, held across 26 reporting institutions.
UBS Group AG is the largest reported institutional holder of NVX, with approximately 1,241,580 shares worth $0.00B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of NVX, including CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for NVX is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in NVX during Q2 2026, while 8 fully exited. 0 added to existing positions and 21 trimmed.
NVX institutional ownership fell by 0.97 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 96.0% of all reported 13F value in NVX, and the top 25 account for 100.0%.
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