NVX Institutional Ownership & Shareholders
NOVONIX LTD-ADR (NVX) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of NVX tracked by InsiderSet, reporting ownership valued at approximately $571,127 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.79M, representing an estimated gain of +389.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed NVX value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Forest Avenue Capital Management Lp, Marshall Wace, Llp, and several other long-term asset managers with concentrated positions in NOVONIX LTD-ADR (NVX).
This page ranks the largest institutional NVX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$1.54M
Largest Holder
Ubs Group Ag
Largest Position
$571,127
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 1,241,580 | $571,127 | $2,793,555 | +$2,222,428 | +389.13% | |
| Forest Avenue Capital Management Lp | 0.02% | 1,189,771 | $547,295 | $2,676,985 | +$2,129,690 | +389.13% | |
| Marshall Wace, Llp | 0.00% | 197,498 | $90,849 | $444,371 | +$353,522 | +389.13% | |
| Citadel Advisors Llc | 0.00% | 120,507 | $55,433 | $271,141 | +$215,708 | +389.13% | |
| Jane Street Group, Llc | 0.00% | 125,682 | $52,191 | $282,785 | +$230,594 | +441.83% | |
| Bank Of America Corp | 0.00% | 108,300 | $49,818 | $243,675 | +$193,857 | +389.13% | |
| Xtx Topco Ltd | 0.00% | 107,736 | $49,559 | $242,406 | +$192,847 | +389.13% | |
| Morgan Stanley | 0.00% | 63,188 | $29,066 | $142,173 | +$113,107 | +389.14% | |
| Virtu Financial Llc | 0.00% | 49,802 | $23,000 | $112,055 | +$89,055 | +387.19% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 42,327 | $19,470 | $95,236 | +$75,766 | +389.14% | |
| Southeast Asset Advisors, Llc | 0.00% | 27,500 | $12,650 | $61,875 | +$49,225 | +389.13% | |
| Geode Capital Management, Llc | 0.00% | 26,408 | $12,147 | $59,418 | +$47,271 | +389.16% | |
| Susquehanna International Group, Llp | 0.00% | 20,384 | $9,377 | $45,864 | +$36,487 | +389.11% | |
| Mariner, Llc | 0.00% | 11,938 | $5,491 | $26,861 | +$21,370 | +389.17% | |
| Lpl Financial Llc | 0.00% | 11,620 | $5,345 | $26,145 | +$20,800 | +389.15% | |
| Raymond James Financial Inc | 0.00% | 11,100 | $5,106 | $24,975 | +$19,869 | +389.13% | |
| Wells Fargo & Company/Mn | 0.00% | 3,500 | $1,610 | $7,875 | +$6,265 | +389.13% | |
| Simplex Trading, Llc | 0.00% | 3,474 | $1,598 | $7,817 | +$6,219 | +389.14% | |
| Osaic Holdings, Inc. | 0.00% | 1,840 | $846 | $4,140 | +$3,294 | +389.36% | |
| Jones Financial Companies Lllp | 0.00% | 1,369 | $615 | $3,080 | +$2,465 | +400.85% | |
| Rhumbline Advisers | 0.00% | 270 | $124 | $608 | +$484 | +389.92% |
Frequently asked questions about NVX
Who are the largest institutional holders of NVX?
The largest institutional holders of NVX reported in the latest SEC Form 13F filings include Ubs Group Ag, Forest Avenue Capital Management Lp, Marshall Wace, Llp, Citadel Advisors Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported NVX position.
What is NVX institutional ownership?
This page tracks NVX positions reported by institutional investment managers through SEC Form 13F. NOVONIX LTD-ADR (NVX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NVX?
InsiderSet currently tracks 21 institutional managers reporting NVX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NVX shareholders.
How much NVX stock do institutions own?
Institutional investment managers disclosed approximately $1.54M in NVX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NVX institutional ownership last updated?
The latest NVX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NVX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NVX position after the reporting date.
Are institutions buying or selling NVX?
Institutional buying and selling can be analyzed by comparing NVX positions across consecutive 13F reporting periods. InsiderSet's NVX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NVX ownership changes.
How has NVX institutional ownership changed over time?
InsiderSet tracks NVX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.