Novonix Ownership | Who Owns Novonix?

Novonix Ownership Summary

Novonix is owned by 0.78% institutional investors, and 99.22% retail investors. Ubs group is the largest institutional shareholder, holding 0.68% of NVX shares. Quantified Global Fund Investor is the top mutual fund, with 0.00% of its assets in Novonix shares.

NVX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Novonix	0.78%	-	99.22%
Sector	Industrials Stocks	47.66%	12.56%	39.78%
Industry	Electrical Equipment Stocks	30.79%	17.25%	51.96%
Idea	Electric Vehicle Stocks List	24.97%	18.23%	56.80%
Idea	EV Battery Stocks List	27.58%	15.88%	56.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Ubs group	1.06M	0.68%	$1.07M
Jane street group	947.71K	0.60%	$1.06M
Morgan stanley	602.89K	0.38%	$608.92K
Millennium management	639.08K	0.13%	$1.15M
Covalis capital llp	125.48K	0.08%	$160.61K
Xy capital	65.11K	0.04%	$65.76K
Xtx topco	55.49K	0.04%	$71.03K
Simplex trading	33.88K	0.02%	$34.22K
Southeast asset advisors	27.50K	0.02%	$35.20K
Citigroup	26.65K	0.02%	$26.91K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Xy capital	65.11K	0.04%	$65.76K
Covalis capital llp	125.48K	0.02%	$160.61K
Gk wealth management	25.38K	0.02%	$25.63K
Southeast asset advisors	27.50K	0.00%	$35.20K
Xtx topco	55.49K	0.00%	$71.03K
Equita financial network	10.00K	0.00%	$10.10K
Wealth preservation advisors	2.28K	0.00%	$2.92K
Virtu financial	18.28K	0.00%	$23.00K
Stonex group	18.17K	0.00%	$18.35K
Millennium management	639.08K	0.00%	$1.15M

Top Buyers

Holder	Shares	% Assets	Change
Jane street group	947.71K	0.00%	947.71K
Ubs group	1.06M	0.00%	819.28K
Morgan stanley	602.89K	-	474.96K
Covalis capital llp	125.48K	0.02%	125.48K
Xy capital	65.11K	0.04%	65.11K

Top Sellers

Holder	Shares	% Assets	Change
Quinn opportunity partners	-	-	-55.00K
Hrt financial lp	-	-	-34.24K
Jackson hole capital partners	-	-	-25.00K
Millennium management	639.08K	0.00%	-22.53K
Two sigma securities	-	-	-15.49K

New Positions

Holder	Shares	% Assets	Change	Value
Jane street group	947.71K	0.00%	947.71K	$1.06M
Covalis capital llp	125.48K	0.02%	125.48K	$160.61K
Xy capital	65.11K	0.04%	65.11K	$65.76K
Xtx topco	55.49K	0.00%	55.49K	$71.03K
Southeast asset advisors	27.50K	0.00%	27.50K	$35.20K

Sold Out

Holder	Change
Principal securities	-100.00
Dinuzzo private wealth	-250.00
Tortoise investment management	-250.00
Svb wealth	-441.00
Rise advisors	-456.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Dec 31, 2024	17	-	953,623	-2.97%	-	472.40%	8	33.33%	2	-60.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Quantified Global Fund Investor	3.97K	0.00%	3.97K
Fidelity Nasdaq Composite Index	5.29K	0.00%	-
Carbon Collective Climate Sol US Eq ETF	4.13K	0.00%	4.13K

Insider Transactions Trends

Date	Buy	Sell
2029 Q4	-	-
2028 Q4	-	-
2027 Q4	-	-
2026 Q4	-	-
2026 Q1	-	-

NVX Ownership FAQ

Who Owns Novonix?

Novonix shareholders are primarily institutional investors at 0.78%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Novonix's industry, Electrical Equipment Stocks, is 30.79%, which Novonix falls below.

Who owns the most shares of Novonix?

Novonix’s largest shareholders are Ubs group (1.06M shares, 0.68%), Jane street group (947.71K shares, 0.60%), and Morgan stanley (602.89K shares, 0.38%). Together, they hold 1.66% of Novonix’s total shares outstanding.

Does Blackrock own Novonix?

BlackRock is not among the top 10 institutional shareholders of Novonix.

Who is Novonix’s biggest shareholder by percentage of total assets invested?

Xy capital is Novonix’s biggest shareholder by percentage of total assets invested, with 0.04% of its assets in 65.11K Novonix shares, valued at 65.76K$.

Who is the top mutual fund holder of Novonix shares?

Quantified Global Fund Investor is the top mutual fund holder of Novonix shares, with 0.00% of its total shares outstanding invested in 3.97K Novonix shares.

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