NOVONIX Ltd (NVX) — Institutional Holders, Q2 2026
28 institutional investment managers reported a NVX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NVX in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Virtu FinancialNew · +49,802 sh+$22.9K
- BANK OF AMERICAAdded · +31,689 sh+$14.6K
- GEODE CAPITAL MANAGEMENTNew · +26,408 sh+$12.1K
- GK Wealth ManagementNew · +25,375 sh+$11.7K
- SIMPLEX TRADINGAdded · +1,134 sh+$522.00
Biggest sellers
- UBS Group AGTrimmed · -311,324 sh-$143.2K
- XTX Topco LtdTrimmed · -260,129 sh-$119.7K
- CITADEL ADVISORSTrimmed · -145,894 sh-$67.1K
- SmartHarvest PortfoliosSold out · -144,801 sh-$66.6K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPTrimmed · -120,306 sh-$55.3K
NVX 13F holders ranked 1–28 of 28
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | UBS Group AG#1 · 1,241,580 sh | 1,241,580 | $571.1K | <0.01% | -20.0% |
| 2 | Forest Avenue Capital Management#2 · 1,189,771 sh | 1,189,771 | $547.3K | 0.02% | -0.8% |
| 3 | MARSHALL WACE, LLP#3 · 197,498 sh | 197,498 | $90.8K | <0.01% | -4.7% |
| 4 | CITADEL ADVISORS#4 · 120,507 sh | 120,507 | $55.4K | 0.00% | -54.8% |
| 5 | JANE STREET GROUP#5 · 125,682 sh | 125,682 | $52.2K | 0.00% | -38.5% |
| 6 | BANK OF AMERICA#6 · 108,300 sh | 108,300 | $49.8K | 0.00% | +41.4% |
| 7 | XTX Topco Ltd#7 · 107,736 sh | 107,736 | $49.6K | <0.01% | -70.7% |
| 8 | MORGAN STANLEY#8 · 63,188 sh | 63,188 | $29.1K | 0.00% | -12.3% |
| 9 | Virtu Financial#9 · 49,802 sh | 49,802 | $23.0K | <0.01% | New |
| 10 | Vanguard Personalized Indexing Management#10 · 42,327 sh | 42,327 | $19.5K | <0.01% | -61.2% |
| 11 | Southeast Asset Advisors#11 · 27,500 sh | 27,500 | $12.7K | <0.01% | 0.0% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 26,408 sh | 26,408 | $12.1K | 0.00% | New |
| 13 | GK Wealth Management#13 · 25,375 sh | 25,375 | $11.7K | — | New |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#14 · 20,384 sh | 20,384 | $9.4K | 0.00% | -85.5% |
| 15 | Mariner#15 · 11,938 sh | 11,938 | $5.5K | 0.00% | -63.7% |
| 16 | LPL Financial#16 · 11,620 sh | 11,620 | $5.3K | 0.00% | 0.0% |
| 17 | RAYMOND JAMES FINANCIAL#17 · 11,100 sh | 11,100 | $5.1K | 0.00% | 0.0% |
| 18 | Equita Financial Network#18 · 10,000 sh | 10,000 | $4.6K | — | 0.0% |
| 19 | GAMMA Investing#19 · 5,451 sh | 5,451 | $2.5K | — | -63.3% |
| 20 | WELLS FARGO & COMPANY#20 · 3,500 sh | 3,500 | $1.6K | 0.00% | 0.0% |
| 21 | SIMPLEX TRADING#21 · 3,474 sh | 3,474 | $1.6K | 0.00% | +48.5% |
| 22 | Capital Square#22 · 11,739 sh | 11,739 | $1.3K | — | New |
| 23 | OSAIC#23 · 1,840 sh | 1,840 | $846.00 | 0.00% | -0.5% |
| 24 | JONES FINANCIAL COMPANIES LLLP#24 · 1,369 sh | 1,369 | $615.00 | 0.00% | 0.0% |
| 25 | RHUMBLINE ADVISERS#25 · 270 sh | 270 | $124.00 | 0.00% | 0.0% |
| 26 | ROYAL BANK OF CANADA#26 · 730 sh | 730 | $0.00 | 0.00% | 0.0% |
| 27 | HANTZ FINANCIAL SERVICES#27 · 1 sh | 1 | $0.00 | 0.00% | New |
| 28 | Caitong International Asset Management , Ltd#28 · 1 sh | 1 | $0.00 | 0.00% | 0.0% |
Funds that sold out of NVX in Q2 2026 (9)
Held NVX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| SmartHarvest Portfolios144,801 sh | 144,801 | $99.9K |
| Independent Advisor Alliance110,888 sh | 110,888 | $76.5K |
| MILLENNIUM MANAGEMENT67,486 sh | 67,486 | $46.6K |
| HRT FINANCIAL54,446 sh | 54,446 | $37.0K |
| HBK Sorce Advisory24,015 sh | 24,015 | $16.9K |
| TWO SIGMA SECURITIES10,660 sh | 10,660 | $7.4K |
| QRG CAPITAL MANAGEMENT10,308 sh | 10,308 | $7.1K |
| BlackRock1,000 sh | 1,000 | $690.00 |
| Wealth Preservation Advisors509 sh | 509 | $351.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.