Novonix Ownership | Who Owns Novonix?
Novonix Ownership Summary
Novonix is owned by 2.67% institutional investors, and 97.33% retail investors. Ubs group is the largest institutional shareholder, holding 0.89% of NVX shares. Fidelity Nasdaq Composite Index is the top mutual fund, with 0.01% of its assets in Novonix shares.
NVX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Novonix | 2.67% | - | 97.33% |
| Sector | Industrials Stocks | 66.29% | 16.54% | 17.17% |
| Industry | Electrical Equipment Stocks | 50.38% | 15.80% | 33.83% |
| Idea | Electric Vehicle Stocks List | 665.15% | 16.82% | -581.97% |
| Idea | EV Battery Stocks List | 1527.49% | 16.01% | -1443.50% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ubs group | 1.55M | 0.89% | $1.07M |
| Forest avenue capital management lp | 1.20M | 0.69% | $827.59K |
| Xtx topco | 367.87K | 0.21% | $253.83K |
| Citadel advisors | 266.40K | 0.15% | $183.82K |
| Marshall wace, llp | 207.32K | 0.12% | $143.05K |
| Jane street group | 204.52K | 0.12% | $152.39K |
| Susquehanna group, llp | 140.69K | 0.08% | $97.08K |
| Covalis capital llp | 125.48K | 0.08% | $160.61K |
| Vanguard personalized indexing management | 109.10K | 0.06% | $75.28K |
| Morgan stanley | 72.04K | 0.04% | $49.71K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Forest avenue capital management lp | 1.20M | 0.05% | $827.59K |
| Covalis capital llp | 125.48K | 0.02% | $160.61K |
| Xtx topco | 367.87K | 0.00% | $253.83K |
| Equita financial network | 10.00K | 0.00% | $6.90K |
| Southeast asset advisors | 27.50K | 0.00% | $18.98K |
| Vanguard personalized indexing management | 109.10K | 0.00% | $75.28K |
| Gamma investing | 14.84K | 0.00% | $10.24K |
| Ubs group | 1.55M | 0.00% | $1.07M |
| Marshall wace, llp | 207.32K | 0.00% | $143.05K |
| Tower research capital llc (trc) | 1.78K | 0.00% | $2.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Forest avenue capital management lp | 1.20M | 0.05% | 1.20M |
| Ubs group | 1.55M | 0.00% | 492.45K |
| Citadel advisors | 266.40K | - | 221.32K |
| Covalis capital llp | 125.48K | 0.02% | 125.48K |
| Xtx topco | 367.87K | 0.00% | 97.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 204.52K | - | -743.18K |
| Morgan stanley | 72.04K | - | -530.85K |
| Marshall wace, llp | 207.32K | 0.00% | -368.50K |
| Independent advisor alliance | - | - | -110.89K |
| Quadrature capital | - | - | -96.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Forest avenue capital management lp | 1.20M | 0.05% | 1.20M | $827.59K |
| Covalis capital llp | 125.48K | 0.02% | 125.48K | $160.61K |
| Lpl financial | 11.62K | - | 11.62K | $8.02K |
| Raymond james financial | 11.10K | - | 11.10K | $7.66K |
| Tower research capital llc (trc) | 1.78K | 0.00% | 1.78K | $2.28K |
Sold Out
| Holder | Change |
|---|---|
| Caitong asset management | -1.00 |
| Principal securities | -100.00 |
| Dinuzzo private wealth | -250.00 |
| Tortoise investment management | -250.00 |
| Svb wealth | -441.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 35 | -7.89% | 4,662,375 | 1.48% | 2 | 31.19% | 17 | -19.05% | 8 | 33.33% |
| Dec 31, 2025 | 10 | -61.54% | 1,224,748 | -18.08% | - | 86.03% | 7 | -50.00% | 2 | -50.00% |
| Sep 30, 2025 | 7 | -66.67% | 43,412 | -94.84% | - | 96.46% | 3 | -75.00% | 1 | -50.00% |
| Jun 30, 2025 | 20 | 33.33% | 840,410 | 27.21% | - | 956.47% | 11 | 120.00% | 2 | - |
| Mar 31, 2025 | 15 | -11.76% | 660,646 | -30.72% | - | 334.77% | 5 | -37.50% | 2 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Nasdaq Composite Index | 26.41K | 0.01% | - |
| Quantified Global Fund Investor | 3.97K | 0.00% | 3.97K |
| Carbon Collective Climate Sol US Eq ETF | 4.13K | 0.00% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2029 Q4 | - | - |
| 2028 Q4 | - | - |
| 2027 Q4 | - | - |
| 2026 Q4 | - | - |
| 2026 Q1 | - | - |
NVX Ownership FAQ
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