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2026-11-06
◂ Monitor LYC ASX

Lynas Rare Earths Limited

Producer · Rare Earths · AU · MY · BR Rating locked: sign in to view v8 · lyc-20261024t160312-full
Last 2026-11-06
A$12.31
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$12.4B
EV
A$11.6B
Cash
A$504.1M
Debt
A$119.7M
1 newer ASX announcement not yet reflected in this valuation

Company ownership

Investors & shareholders

Reviewed 2026-10-31

Top-20 registered accounts at 31 July 2026 and substantial-holder notices on their own measurement dates; these views may overlap.

Top registered shareholders

Register at 2026-07-31 · 1,006,502,577 issued shares

20 holders
Top registered shareholders at 2026-07-31; percentages of issued shares
#Investor / registered holder% issued sharesShares held
1 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED — rank 1 Nominee / custodian
Evidence for HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED — rank 1

Registered nominee account; beneficial ownership is not inferred.

Rank annotation distinguishes identical names printed in separate source rows; no account identifier is inferred.

293,373,663 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

29.15%293,373,663
2 J P MORGAN NOMINEES AUSTRALIA PTY LIMITED Nominee / custodian
Evidence for J P MORGAN NOMINEES AUSTRALIA PTY LIMITED

Registered nominee account; beneficial ownership is not inferred.

228,210,242 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

22.67%228,210,242
3 CITICORP NOMINEES PTY LIMITED Nominee / custodian
Evidence for CITICORP NOMINEES PTY LIMITED

Registered nominee account; beneficial ownership is not inferred.

126,446,175 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

12.56%126,446,175
4 UBS NOMINEES PTY LTD Nominee / custodian
Evidence for UBS NOMINEES PTY LTD

Registered nominee account; beneficial ownership is not inferred.

75,000,000 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

7.45%75,000,000
5 BNP PARIBAS NOMS PTY LTD Nominee / custodian
Evidence for BNP PARIBAS NOMS PTY LTD

Registered nominee account; beneficial ownership is not inferred.

38,200,214 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

3.79%38,200,214
6 JAPAN AUSTRALIA RARE EARTHS BV
Evidence for JAPAN AUSTRALIA RARE EARTHS BV

31,233,027 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

3.10%31,233,027
7 BNP PARIBAS NOMINEES PTY LTD <CLEARSTREAM> Nominee / custodian
Evidence for BNP PARIBAS NOMINEES PTY LTD <CLEARSTREAM>

Registered nominee account; beneficial ownership is not inferred.

20,981,436 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

2.08%20,981,436
8 BNP PARIBAS NOMINEES PTY LTD <AGENCY LENDING A/C> Nominee / custodian
Evidence for BNP PARIBAS NOMINEES PTY LTD <AGENCY LENDING A/C>

Registered nominee account; beneficial ownership is not inferred.

12,859,581 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

1.28%12,859,581
9 ARGO INVESTMENTS LIMITED
Evidence for ARGO INVESTMENTS LIMITED

6,000,000 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.60%6,000,000
10 BNP PARIBAS NOMINEES PTY LTD <IB AU NOMS RETAILCLIENT> Nominee / custodian
Evidence for BNP PARIBAS NOMINEES PTY LTD <IB AU NOMS RETAILCLIENT>

Registered nominee account; beneficial ownership is not inferred.

4,438,584 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.44%4,438,584
11 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED - A/C 2 Nominee / custodian
Evidence for HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED - A/C 2

Registered nominee account; beneficial ownership is not inferred.

4,030,292 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.40%4,030,292
12 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED <NT-COMNWLTH SUPER CORP A/C> Nominee / custodian
Evidence for HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED <NT-COMNWLTH SUPER CORP A/C>

Registered nominee account; beneficial ownership is not inferred.

3,574,306 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.35%3,574,306
13 NETWEALTH INVESTMENTS LIMITED <WRAP SERVICES A/C> Nominee / custodian
Evidence for NETWEALTH INVESTMENTS LIMITED <WRAP SERVICES A/C>

Registered nominee account; beneficial ownership is not inferred.

2,699,232 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.27%2,699,232
14 BNP PARIBAS NOMINEES PTY LTD <HUB24 CUSTODIAL SERV LTD> Nominee / custodian
Evidence for BNP PARIBAS NOMINEES PTY LTD <HUB24 CUSTODIAL SERV LTD>

Registered nominee account; beneficial ownership is not inferred.

2,367,716 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.23%2,367,716
15 AMANDA LACAZE
Evidence for AMANDA LACAZE

2,018,681 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.20%2,018,681
16 ALBERT & TERESA TING PTY LIMITED
Evidence for ALBERT & TERESA TING PTY LIMITED

1,951,458 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.19%1,951,458
17 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED — rank 17 Nominee / custodian
Evidence for HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED — rank 17

Registered nominee account; beneficial ownership is not inferred.

Rank annotation distinguishes identical names printed in separate source rows; no account identifier is inferred.

1,881,948 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.19%1,881,948
18 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED-GSCO ECA Nominee / custodian
Evidence for HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED-GSCO ECA

Registered nominee account; beneficial ownership is not inferred.

1,698,407 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.17%1,698,407
19 BNP PARIBAS NOMS (NZ) LTD Nominee / custodian
Evidence for BNP PARIBAS NOMS (NZ) LTD

Registered nominee account; beneficial ownership is not inferred.

1,530,948 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.15%1,530,948
20 NETWEALTH INVESTMENTS LIMITED <SUPER SERVICES A/C> Nominee / custodian
Evidence for NETWEALTH INVESTMENTS LIMITED <SUPER SERVICES A/C>

Registered nominee account; beneficial ownership is not inferred.

1,311,928 shares · Issued shares · Disclosed holding at 2026-07-31

Appendix 4E and 2026 Annual Report
Lynas Rare Earths via ASX · 2026-08-26
downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

0.13%1,311,928

Nominee and custodian accounts can hold shares for several underlying investors.

Disclosed substantial holders

Latest reviewed disclosure for each holder or reporting group

Substantial-holder disclosures; these can overlap registered accounts above
Investor / reported groupDisclosed holdingHolding at
UBS Group AG and related entities Historical relevant-interest disclosure; present holding and voting power may differ. Reported group
Evidence for UBS Group AG and related entities

Relevant interests may include stock lending and overlap other reporting groups.

98,107,131 shares · Voting power · Disclosed holding at 2026-07-16

UBS change in substantial holding
UBS Group via ASX · 2026-07-20
downloads/LYC/2026/2026-07-20_Change in substantial holding_6579a29a7d7d7c52.pdf, page 1

9.75%Voting power2026-07-16
State Street Corporation and subsidiaries Historical relevant-interest disclosure; present holding and voting power may differ. Reported group
Evidence for State Street Corporation and subsidiaries

Relevant interests can include securities lending and collateral.

96,082,792 shares · Voting power · Disclosed holding at 2026-02-05

State Street change in substantial holding
State Street Corporation via ASX · 2026-02-09
downloads/LYC/2026/2026-02-09_Change in substantial holding_e4103a0c395a709e.pdf, page 1, visually reviewed

9.55%Voting power2026-02-05
AustralianSuper Pty Ltd Historical relevant-interest disclosure; present holding and voting power may differ. Reported group
Evidence for AustralianSuper Pty Ltd

Dated voting power is not restated after subsequent capital changes.

94,292,123 shares · Voting power · Disclosed holding at 2026-01-07

AustralianSuper change in substantial holding
AustralianSuper via ASX · 2026-01-09
downloads/LYC/2026/2026-01-09_Change in substantial holding_7ea3738b2c8bb3cc.pdf, page 1

9.37%Voting power2026-01-07
Georgina Hope Rinehart, Hancock Prospecting and subsidiaries Historical relevant-interest disclosure; present holding and voting power may differ. Reported group Gina Rinehart
Evidence for Georgina Hope Rinehart, Hancock Prospecting and subsidiaries

The notice names Georgina Hope Rinehart and Hancock Prospecting; the registry records Hancock Prospecting as her related company.

The later related trustee notice refers to the same shares and is not added again.

76,764,078 shares · Voting power · Disclosed holding at 2025-01-28

Hancock Prospecting change in substantial holding
Hancock Prospecting via ASX · 2025-01-31
downloads/LYC/2025/2025-01-31_Change in substantial holding_a77f8740f3bafecd.pdf, page 1

8.21%Voting power2025-01-28
BlackRock Group Historical relevant-interest disclosure; present holding and voting power may differ. Reported group
Evidence for BlackRock Group

The notice separately reports 561,375 ADRs; the issuer annual total of 66,432,006 includes those ADRs and is not labelled ordinary shares.

65,870,631 shares · Voting power · Disclosed holding at 2025-11-24

BlackRock becoming a substantial holder
BlackRock Group via ASX · 2025-11-26
downloads/LYC/2025/2025-11-26_Becoming a substantial holder_4f706bfac28116bc.pdf, page 1, visually reviewed

6.54%Voting power2025-11-24
The Capital Group Companies and related entities Historical relevant-interest disclosure; present holding and voting power may differ. Reported group
Evidence for The Capital Group Companies and related entities

The group says the shares are owned by managed accounts, not by it for its own account.

52,413,683 shares · Voting power · Disclosed holding at 2026-10-16

Capital Group becoming a substantial holder
Capital Group via ASX · 2026-10-20
downloads/LYC/2026/2026-10-20_Becoming a substantial holder_8e419f085099839f.pdf, page 1

5.21%Voting power2026-10-16

These disclosures can overlap accounts in the register above. Their percentages should not be added together.

Sources & review notesEvidence checked through 2026-10-31

Coverage and 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.

Sources

  1. Appendix 4E and 2026 Annual Report

    Lynas Rare Earths via ASX · Published 2026-08-26 · Accessed 2026-10-31

    Top-20 register dated 31 July 2026.

    downloads/LYC/2026/2026-08-26_Appendix 4E and 2026 Annual Report_1e36fef3551246ad.pdf, pages 138–139

  2. Capital Group becoming a substantial holder

    Capital Group via ASX · Published 2026-10-20 · Accessed 2026-10-31

    52,413,683 shares and 5.21% voting power on 16 October 2026, held by managed accounts.

    downloads/LYC/2026/2026-10-20_Becoming a substantial holder_8e419f085099839f.pdf, page 1

  3. UBS change in substantial holding

    UBS Group via ASX · Published 2026-07-20 · Accessed 2026-10-31

    98,107,131 relevant votes and 9.75% voting power on 16 July 2026.

    downloads/LYC/2026/2026-07-20_Change in substantial holding_6579a29a7d7d7c52.pdf, page 1

  4. State Street change in substantial holding

    State Street Corporation via ASX · Published 2026-02-09 · Accessed 2026-10-31

    96,082,792 relevant votes and 9.55% voting power on 5 February 2026.

    downloads/LYC/2026/2026-02-09_Change in substantial holding_e4103a0c395a709e.pdf, page 1, visually reviewed

  5. AustralianSuper change in substantial holding

    AustralianSuper via ASX · Published 2026-01-09 · Accessed 2026-10-31

    94,292,123 shares and 9.37% voting power on 7 January 2026.

    downloads/LYC/2026/2026-01-09_Change in substantial holding_7ea3738b2c8bb3cc.pdf, page 1

  6. Hancock Prospecting change in substantial holding

    Hancock Prospecting via ASX · Published 2025-01-31 · Accessed 2026-10-31

    76,764,078 shares and 8.21% voting power on 28 January 2025.

    downloads/LYC/2025/2025-01-31_Change in substantial holding_a77f8740f3bafecd.pdf, page 1

  7. BlackRock becoming a substantial holder

    BlackRock Group via ASX · Published 2025-11-26 · Accessed 2026-10-31

    65,870,631 ordinary shares plus 561,375 ADRs on 24 November 2025; ADRs excluded from the ordinary-share field.

    downloads/LYC/2025/2025-11-26_Becoming a substantial holder_4f706bfac28116bc.pdf, page 1, visually reviewed

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