NOVONIX LTD-ADR (NVX) Institutional Shareholders
NOVONIX LTD-ADR (NVX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.24M in NVX holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of NVX tracked by InsiderSet, reporting ownership valued at approximately $1.07M in its March 31, 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 $616,502.888, representing an estimated loss of -42.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed NVX value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Forest Avenue Capital Management Lp, Xtx Topco Ltd, 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
32
Total Reported Value
$3.24M
Largest Holder
Ubs Group Ag
Largest Position
$1.07M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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% | 1,552,904 | $1,071,504 | $616,503 | -$455,001 | -42.46% | |
| Forest Avenue Capital Management Lp | 0.05% | 1,199,398 | $827,585 | $476,161 | -$351,424 | -42.46% | |
| Xtx Topco Ltd | 0.00% | 367,865 | $253,827 | $146,042 | -$107,785 | -42.46% | |
| Citadel Advisors Llc | 0.00% | 266,401 | $183,817 | $105,761 | -$78,056 | -42.46% | |
| Jane Street Group, Llc | 0.00% | 204,522 | $152,388 | $81,195 | -$71,193 | -46.72% | |
| Marshall Wace, Llp | 0.00% | 207,318 | $143,050 | $82,305 | -$60,745 | -42.46% | |
| Smartharvest Portfolios, Llc | 0.04% | 144,801 | $99,913 | $57,486 | -$42,427 | -42.46% | |
| Susquehanna International Group, Llp | 0.00% | 140,690 | $97,076 | $55,854 | -$41,222 | -42.46% | |
| Independent Advisor Alliance | 0.00% | 110,888 | $76,513 | $44,023 | -$32,490 | -42.46% | |
| Vanguard Personalized Indexing Management, Llc | 0.00% | 109,097 | $75,277 | $43,312 | -$31,965 | -42.46% | |
| Bank Of America Corp | 0.00% | 76,611 | $52,862 | $30,415 | -$22,447 | -42.46% | |
| Morgan Stanley | 0.00% | 72,038 | $49,707 | $28,599 | -$21,108 | -42.46% | |
| Millennium Management Llc | 0.00% | 67,486 | $46,565 | $26,792 | -$19,773 | -42.46% | |
| Mariner, Llc | 0.00% | 32,908 | $22,680 | $13,064 | -$9,616 | -42.40% | |
| Southeast Asset Advisors, Llc | 0.00% | 27,500 | $18,975 | $10,918 | -$8,058 | -42.46% | |
| Hbk Sorce Advisory Llc | 0.00% | 24,015 | $16,931 | $9,534 | -$7,397 | -43.69% | |
| Gk Wealth Management Llc | 0.01% | 25,375 | $11,673 | $10,074 | -$1,599 | -13.70% | |
| Lpl Financial Llc | 0.00% | 11,620 | $8,018 | $4,613 | -$3,405 | -42.47% | |
| Raymond James Financial Inc | 0.00% | 11,100 | $7,659 | $4,407 | -$3,252 | -42.46% | |
| Two Sigma Securities, Llc | 0.00% | 10,660 | $7,355 | $4,232 | -$3,123 | -42.46% | |
| Equita Financial Network, Inc. | 0.00% | 10,000 | $6,900 | $3,970 | -$2,930 | -42.46% | |
| Gamma Investing Llc | 0.00% | 5,451 | $2,507 | $2,164 | -$343 | -13.68% | |
| Wells Fargo & Company/Mn | 0.00% | 3,500 | $2,415 | $1,390 | -$1,026 | -42.46% | |
| Simplex Trading, Llc | 0.00% | 2,340 | $1,614 | $929 | -$685 | -42.44% | |
| Osaic Holdings, Inc. | 0.00% | 1,850 | $1,276 | $734 | -$542 | -42.44% | |
| Royal Bank Of Canada | 0.00% | 730 | $1,000 | $290 | -$710 | -71.02% | |
| Jones Financial Companies Lllp | 0.00% | 1,369 | $931 | $543 | -$388 | -41.62% | |
| Blackrock, Inc. | 0.00% | 1,000 | $690 | $397 | -$293 | -42.46% | |
| Wealth Preservation Advisors, Llc | 0.00% | 509 | $351 | $202 | -$149 | -42.43% | |
| Rhumbline Advisers | 0.00% | 270 | $186 | $107 | -$79 | -42.37% | |
| Hrt Financial Lp | 0.00% | 54,446 | $37 | $21,615 | +$21,578 | +58319.09% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 1 | $1 | $0 | -$1 | -60.30% |
Frequently asked questions about NVX
Who owns the most NVX stock?
The largest holders of NVX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NOVONIX LTD-ADR (NVX).
Is NVX widely held by superinvestors?
Many widely followed stocks like NVX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NVX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.