{ "schema_version": "1.0.0", "ticker": "LYC", "company_name": "Lynas Rare Earths Limited", "cutoff_date": "2026-10-31", "reviewed_at": "2026-10-31", "coverage_note": "Top-20 registered accounts at 31 July 2026 and substantial-holder notices on their own measurement dates; these views may overlap.", "register": { "as_of_date": "2026-07-31", "issued_shares": 1006502577, "source_ids": [ "annual" ], "holders": [ { "holder_id": "register-01", "name": "HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED — rank 1", "classification": "nominee_custodian", "shares": 293373663, "percentage": 29.148, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred.", "Rank annotation distinguishes identical names printed in separate source rows; no account identifier is inferred." ] }, { "holder_id": "register-02", "name": "J P MORGAN NOMINEES AUSTRALIA PTY LIMITED", "classification": "nominee_custodian", "shares": 228210242, "percentage": 22.674, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-03", "name": "CITICORP NOMINEES PTY LIMITED", "classification": "nominee_custodian", "shares": 126446175, "percentage": 12.563, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-04", "name": "UBS NOMINEES PTY LTD", "classification": "nominee_custodian", "shares": 75000000, "percentage": 7.452, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-05", "name": "BNP PARIBAS NOMS PTY LTD", "classification": "nominee_custodian", "shares": 38200214, "percentage": 3.795, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-06", "name": "JAPAN AUSTRALIA RARE EARTHS BV", "classification": "direct_holder", "shares": 31233027, "percentage": 3.103, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [] }, { "holder_id": "register-07", "name": "BNP PARIBAS NOMINEES PTY LTD ", "classification": "nominee_custodian", "shares": 20981436, "percentage": 2.085, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-08", "name": "BNP PARIBAS NOMINEES PTY LTD ", "classification": "nominee_custodian", "shares": 12859581, "percentage": 1.278, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-09", "name": "ARGO INVESTMENTS LIMITED", "classification": "direct_holder", "shares": 6000000, "percentage": 0.596, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [] }, { "holder_id": "register-10", "name": "BNP PARIBAS NOMINEES PTY LTD ", "classification": "nominee_custodian", "shares": 4438584, "percentage": 0.441, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-11", "name": "HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED - A/C 2", "classification": "nominee_custodian", "shares": 4030292, "percentage": 0.4, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-12", "name": "HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED ", "classification": "nominee_custodian", "shares": 3574306, "percentage": 0.355, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-13", "name": "NETWEALTH INVESTMENTS LIMITED ", "classification": "nominee_custodian", "shares": 2699232, "percentage": 0.268, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-14", "name": "BNP PARIBAS NOMINEES PTY LTD ", "classification": "nominee_custodian", "shares": 2367716, "percentage": 0.235, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-15", "name": "AMANDA LACAZE", "classification": "direct_holder", "shares": 2018681, "percentage": 0.201, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [] }, { "holder_id": "register-16", "name": "ALBERT & TERESA TING PTY LIMITED", "classification": "direct_holder", "shares": 1951458, "percentage": 0.194, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [] }, { "holder_id": "register-17", "name": "HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED — rank 17", "classification": "nominee_custodian", "shares": 1881948, "percentage": 0.187, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred.", "Rank annotation distinguishes identical names printed in separate source rows; no account identifier is inferred." ] }, { "holder_id": "register-18", "name": "HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED-GSCO ECA", "classification": "nominee_custodian", "shares": 1698407, "percentage": 0.169, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-19", "name": "BNP PARIBAS NOMS (NZ) LTD", "classification": "nominee_custodian", "shares": 1530948, "percentage": 0.152, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] }, { "holder_id": "register-20", "name": "NETWEALTH INVESTMENTS LIMITED ", "classification": "nominee_custodian", "shares": 1311928, "percentage": 0.13, "percentage_basis": "issued_shares", "as_of_date": "2026-07-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual" ], "notes": [ "Registered nominee account; beneficial ownership is not inferred." ] } ] }, "substantial_holders": [ { "holder_id": "ubs", "name": "UBS Group AG and related entities", "classification": "reporting_group", "shares": 98107131, "percentage": 9.75, "percentage_basis": "voting_power", "as_of_date": "2026-07-16", "investor_id": null, "identity_note": null, "source_ids": [ "ubs" ], "notes": [ "Relevant interests may include stock lending and overlap other reporting groups." ], "caveat": "Historical relevant-interest disclosure; present holding and voting power may differ." }, { "holder_id": "state", "name": "State Street Corporation and subsidiaries", "classification": "reporting_group", "shares": 96082792, "percentage": 9.55, "percentage_basis": "voting_power", "as_of_date": "2026-02-05", "investor_id": null, "identity_note": null, "source_ids": [ "state" ], "notes": [ "Relevant interests can include securities lending and collateral." ], "caveat": "Historical relevant-interest disclosure; present holding and voting power may differ." }, { "holder_id": "australiansuper", "name": "AustralianSuper Pty Ltd", "classification": "reporting_group", "shares": 94292123, "percentage": 9.37, "percentage_basis": "voting_power", "as_of_date": "2026-01-07", "investor_id": null, "identity_note": null, "source_ids": [ "australiansuper" ], "notes": [ "Dated voting power is not restated after subsequent capital changes." ], "caveat": "Historical relevant-interest disclosure; present holding and voting power may differ." }, { "holder_id": "hancock", "name": "Georgina Hope Rinehart, Hancock Prospecting and subsidiaries", "classification": "reporting_group", "shares": 76764078, "percentage": 8.21, "percentage_basis": "voting_power", "as_of_date": "2025-01-28", "investor_id": "gina-rinehart", "identity_note": "The notice names Georgina Hope Rinehart and Hancock Prospecting; the registry records Hancock Prospecting as her related company.", "source_ids": [ "hancock" ], "notes": [ "The later related trustee notice refers to the same shares and is not added again." ], "caveat": "Historical relevant-interest disclosure; present holding and voting power may differ." }, { "holder_id": "blackrock", "name": "BlackRock Group", "classification": "reporting_group", "shares": 65870631, "percentage": 6.54, "percentage_basis": "voting_power", "as_of_date": "2025-11-24", "investor_id": null, "identity_note": null, "source_ids": [ "blackrock" ], "notes": [ "The notice separately reports 561,375 ADRs; the issuer annual total of 66,432,006 includes those ADRs and is not labelled ordinary shares." ], "caveat": "Historical relevant-interest disclosure; present holding and voting power may differ." }, { "holder_id": "capital", "name": "The Capital Group Companies and related entities", "classification": "reporting_group", "shares": 52413683, "percentage": 5.21, "percentage_basis": "voting_power", "as_of_date": "2026-10-16", "investor_id": null, "identity_note": null, "source_ids": [ "capital" ], "notes": [ "The group says the shares are owned by managed accounts, not by it for its own account." ], "caveat": "Historical relevant-interest disclosure; present holding and voting power may differ." } ], "sources": [ { "source_id": "annual", "title": "Appendix 4E and 2026 Annual Report", "publisher": "Lynas Rare Earths via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03126303-6A1340354", "publication_date": "2026-08-26", "accessed_date": "2026-10-31", "locator": "downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139", "detail": "Top-20 register dated 31 July 2026." }, { "source_id": "capital", "title": "Capital Group becoming a substantial holder", "publisher": "Capital Group via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03150247-6A1350073", "publication_date": "2026-10-20", "accessed_date": "2026-10-31", "locator": "downloads/LYC/2026/2026-10-20_Becoming a substantial holder_8e419f085099839f.pdf, page 1", "detail": "52,413,683 shares and 5.21% voting power on 16 October 2026, held by managed accounts." }, { "source_id": "ubs", "title": "UBS change in substantial holding", "publisher": "UBS Group via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03112504-6A1334554", "publication_date": "2026-07-20", "accessed_date": "2026-10-31", "locator": "downloads/LYC/2026/2026-07-20_Change in substantial holding_6579a29a7d7d7c52.pdf, page 1", "detail": "98,107,131 relevant votes and 9.75% voting power on 16 July 2026." }, { "source_id": "state", "title": "State Street change in substantial holding", "publisher": "State Street Corporation via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03054555-6A1311189", "publication_date": "2026-02-09", "accessed_date": "2026-10-31", "locator": "downloads/LYC/2026/2026-02-09_Change in substantial holding_e4103a0c395a709e.pdf, page 1, visually reviewed", "detail": "96,082,792 relevant votes and 9.55% voting power on 5 February 2026." }, { "source_id": "australiansuper", "title": "AustralianSuper change in substantial holding", "publisher": "AustralianSuper via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03044905-6A1306568", "publication_date": "2026-01-09", "accessed_date": "2026-10-31", "locator": "downloads/LYC/2026/2026-01-09_Change in substantial holding_7ea3738b2c8bb3cc.pdf, page 1", "detail": "94,292,123 shares and 9.37% voting power on 7 January 2026." }, { "source_id": "hancock", "title": "Hancock Prospecting change in substantial holding", "publisher": "Hancock Prospecting via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-02907585-6A1249149", "publication_date": "2025-01-31", "accessed_date": "2026-10-31", "locator": "downloads/LYC/2025/2025-01-31_Change in substantial holding_a77f8740f3bafecd.pdf, page 1", "detail": "76,764,078 shares and 8.21% voting power on 28 January 2025." }, { "source_id": "blackrock", "title": "BlackRock becoming a substantial holder", "publisher": "BlackRock Group via ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03028190-6A1299137", "publication_date": "2025-11-26", "accessed_date": "2026-10-31", "locator": "downloads/LYC/2025/2025-11-26_Becoming a substantial holder_4f706bfac28116bc.pdf, page 1, visually reviewed", "detail": "65,870,631 ordinary shares plus 561,375 ADRs on 24 November 2025; ADRs excluded from the ordinary-share field." } ], "limitations": [ "BlackRock’s 24 November 2025 notice separates ordinary shares from 561,375 ADRs; the annual report aggregate includes both and is not used as a count of ordinary shares.", "The related Rinehart trustee notice refers to the same Hancock shares and must not be summed with them.", "Reported State Street and UBS interests can include custody, lending or collateral and are not automatically beneficial ownership.", "Nominee accounts and group relevant interests can overlap; historical percentages are not restated after capital changes.", "The issuer table prints HSBC twice without separate identifiers; rank annotations preserve both source rows." ] }