Novonix Ownership | Who Owns Novonix?

Novonix Ownership Summary

Novonix is owned by 0.03% institutional investors, and 99.97% retail investors. Ubs group is the largest institutional shareholder, holding 0.15% of NVX shares. Carbon Collective Climate Sol US Eq ETF is the top mutual fund, with 0.00% of its assets in Novonix shares.

NVX Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Novonix	0.03%	-	99.97%
Sector	Industrials Stocks	46.77%	12.62%	40.60%
Industry	Electrical Equipment Stocks	25.42%	18.45%	56.13%
Idea	Electric Vehicle Stocks List	22.80%	17.01%	60.20%
Idea	EV Battery Stocks List	13.58%	16.65%	69.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Ubs group	241.18K	0.15%	$308.71K
Millennium management	639.08K	0.13%	$1.15M
Morgan stanley	127.93K	0.08%	$163.75K
Covalis capital llp	125.48K	0.08%	$160.61K
Xtx topco	55.49K	0.04%	$71.03K
Quinn opportunity partners	55.00K	0.04%	$70.40K
Goldman sachs group	30.40K	0.02%	$38.92K
Southeast asset advisors	27.50K	0.02%	$35.20K
Virtu financial	18.28K	0.01%	$23.00K
Bank of america corp /de/	10.86K	0.01%	$19.44K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Covalis capital llp	125.48K	0.02%	$160.61K
Quinn opportunity partners	55.00K	0.01%	$70.40K
Equita financial network	10.00K	0.00%	$12.80K
Southeast asset advisors	27.50K	0.00%	$35.20K
Xtx topco	55.49K	0.00%	$71.03K
Wealth preservation advisors	2.28K	0.00%	$2.92K
Virtu financial	18.28K	0.00%	$23.00K
Millennium management	639.08K	0.00%	$1.15M
Tower research capital llc (trc)	1.78K	0.00%	$2.28K
Susquehanna group, llp	24.86K	-	$44.75K

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	127.93K	-	127.93K
Covalis capital llp	125.48K	0.02%	125.48K
Ubs group	241.18K	-	103.57K
Xtx topco	55.49K	0.00%	55.49K
Southeast asset advisors	27.50K	0.00%	27.50K

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	-	-	-34.49K
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
Morgan stanley	127.93K	-	127.93K	$163.75K
Covalis capital llp	125.48K	0.02%	125.48K	$160.61K
Xtx topco	55.49K	0.00%	55.49K	$71.03K
Southeast asset advisors	27.50K	0.00%	27.50K	$35.20K
Susquehanna group, llp	24.86K	-	24.86K	$44.75K

Sold Out

Holder	Change
Svb wealth	-441.00
Rise advisors	-456.00
Raymond james financial	-1.83K
Simplex trading	-2.19K
Advisors preferred	-3.97K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	17	-	982,807	-11.51%	-	24.73%	6	-14.29%	5	66.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Carbon Collective Climate Sol US Eq ETF	6.24K	0.00%	-
Fidelity Nasdaq Composite Index	5.29K	0.00%	-
Quantified Global Fund Investor	3.97K	0.00%	3.97K

NVX Ownership FAQ

Who Owns Novonix?

Novonix shareholders are primarily institutional investors at 0.03%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Novonix's industry, Electrical Equipment Stocks, is 25.42%, which Novonix falls below.

Who owns the most shares of Novonix?

Novonix’s largest shareholders are Ubs group (241.18K shares, 0.15%), Millennium management (639.08K shares, 0.13%), and Morgan stanley (127.93K shares, 0.08%). Together, they hold 0.37% 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?

Covalis capital llp is Novonix’s biggest shareholder by percentage of total assets invested, with 0.02% of its assets in 125.48K Novonix shares, valued at 160.61K$.

Who is the top mutual fund holder of Novonix shares?

Carbon Collective Climate Sol US Eq ETF is the top mutual fund holder of Novonix shares, with 0.00% of its total shares outstanding invested in 6.24K Novonix shares.

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