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 0.89% 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	47.44%	12.63%	39.93%
Industry	Electrical Equipment Stocks	31.11%	16.05%	52.84%
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	1.55M	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
Independent advisor alliance	110.89K	0.06%	$76.51K
Vanguard personalized indexing management	109.10K	0.06%	$75.28K

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
Two sigma securities	10.66K	0.00%	$7.36K
Independent advisor alliance	110.89K	0.00%	$76.51K
Vanguard personalized indexing management	109.10K	0.00%	$75.28K
Gamma investing	14.84K	0.00%	$10.24K
Hbk sorce advisory	24.02K	0.00%	$16.93K

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
Independent advisor alliance	110.89K	0.00%	110.89K

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
Millennium management	67.49K	-	-207.94K
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
Independent advisor alliance	110.89K	0.00%	110.89K	$76.51K
Hrt financial lp	54.45K	0.00%	54.45K	$37.00K
Hbk sorce advisory	24.02K	0.00%	24.02K	$16.93K

Sold Out

Holder	Change
Principal securities	-100.00
Tortoise investment management	-250.00
Dinuzzo private wealth	-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%	-

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 31.11%, which Novonix falls below.

Who owns the most shares of Novonix?

Novonix’s largest shareholders are Ubs group (1.55M shares, 0.89%), Forest avenue capital management lp (1.2M shares, 0.69%), and Xtx topco (367.86K shares, 0.21%). Together, they hold 1.79% 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?

Forest avenue capital management lp is Novonix’s biggest shareholder by percentage of total assets invested, with 0.05% of its assets in 1.2M Novonix shares, valued at 827.58K$.

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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