NeoVolta Inc.
NEOV- Exchange
- Nasdaq
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001748137
No open-market purchases or sales by NeoVolta Inc. insiders were filed in the last 90 days; 40 institutions reported holding it in 13F filings for Q2 2026, worth $48.0M in total; no superinvestor holds it.
Other share classesNEOVW
13F holders, Q2 2026
Institutional positions in NeoVolta Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 40
- +4 vs. Q1 2026
- Shares held
- 15.3M
- +4.76M (+45.4%) vs. Q1 2026
- Total value
- $48.0M
- +$15.7M (+48.7%) vs. Q1 2026
- New holders
- 17
- 8 more added
- Sold out
- 13
- 8 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEOV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 40 | $48.0M |
| Q1 2026 | 36 | $32.3M |
| Q4 2025 | 33 | $26.2M |
| Q3 2025 | 25 | $35.0M |
| Q2 2025 | 23 | $37.9M |
| Q1 2025 | 23 | $13.0M |
| Q4 2024 | 30 | $34.5M |
| Q3 2024 | 15 | $40.5M |
| Q2 2024 | 14 | $4.18M |
| Q1 2024 | 15 | $1.95M |
| Q4 2023 | 19 | $2.71M |
| Q3 2023 | 15 | $4.02M |
| Q2 2023 | 14 | $4.61M |
| Q1 2023 | 15 | $2.98M |
| Q4 2022 | 18 | $3.35M |
| Q3 2022 | 16 | $5.65M |
| Q2 2022 | 3 | $80.8K |
| Q1 2022 | 3 | $157.9K |
| Q4 2021 | 2 | $168.0K |
| Q3 2021 | 2 | $168.0K |
| Q2 2021 | 2 | $207.0K |
| Q1 2021 | 1 | $109.0K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 4,896,515 | $15.4M | 6.36% | −428,509−8.0% | Reduced |
| Marshall Wace, LLP | 1,975,423 | $6.22M | 0.01% | +1,849,432+1,467.9% | Added |
| Vanguard Capital Management LLC | 1,948,140 | $6.14M | 0.00% | +262,219+15.6% | Added |
| AWM Investment Company, Inc. | 1,645,557 | $5.18M | 0.45% | +1,645,557 | New |
| Alyeska Investment Group, L.P. | 1,550,000 | $4.88M | 0.01% | +1,550,000 | New |
| BlackRock, Inc. | 518,297 | $1.63M | 0.00% | +27,281+5.6% | Added |
| Geode Capital Management, LLC | 438,387 | $1.38M | 0.00% | +67,169+18.1% | Added |
| Arosa Capital Management LP | 320,000 | $1.01M | 0.88% | +320,000 | New |
| Renaissance Technologies LLC | 263,751 | $830.8K | 0.00% | +263,751 | New |
| Vanguard Fiduciary Trust Co | 219,931 | $692.8K | 0.00% | −13,684−5.9% | Reduced |
| BIP Wealth, LLC | 214,159 | $674.6K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 178,411 | $561.0K | 0.00% | +178,411 | New |
| UBS Group AG | 173,800 | $547.5K | 0.00% | −65,128−27.3% | Reduced |
| Citadel Advisors LLC | 158,461 | $499.2K | 0.00% | +158,461 | New |
| State Street Corp | 149,164 | $469.9K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 107,676 | $339.2K | 0.27% | +107,676 | New |
| We Are One Seven, LLC | 88,500 | $278.8K | 0.00% | +88,500 | New |
| Northern Trust Corp | 84,514 | $266.2K | 0.00% | −29,816−26.1% | Reduced |
| Raymond James Financial Inc | 38,790 | $122.2K | 0.00% | +38,790 | New |
| Centiva Capital, LP | 32,996 | $103.9K | 0.00% | +32,996 | New |
| Goldman Sachs Group Inc | 32,381 | $102.0K | 0.00% | −31,262−49.1% | Reduced |
| Keel Point, LLC | 32,355 | $101.9K | 0.01% | +32,355 | New |
| Simplex Trading, LLC | 23,721 | $74.7K | 0.00% | +22,949+2,972.7% | Added |
| Group One Trading, L.P. | 20,289 | $63.9K | 0.00% | +20,289 | New |
| Independent Financial Group, LLC | 18,580 | $58.5K | 0.00% | +18,580 | New |
| Mariner, LLC | 16,000 | $50.4K | 0.00% | +16,000 | New |
| Sovran Advisors, LLC | 24,509 | $49.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,584 | $39.6K | 0.00% | +12,466+10,564.4% | Added |
| Jane Street Group, LLC | 12,381 | $39.0K | 0.00% | +12,381 | New |
| Susquehanna International Group, LLP | 12,297 | $38.7K | 0.00% | −187,870−93.9% | Reduced |
| Centennial Wealth Advisory LLC | 10,100 | $31.8K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 9,407 | $29.6K | 0.00% | −13,485−58.9% | Reduced |
| Vanguard Global Advisers, LLC | 8,810 | $27.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,322 | $21.9K | 0.00% | +9,296+35,753.8% | Added |
| Wells Fargo & Company | 3,545 | $11.2K | 0.00% | +3,545 | New |
| Allworth Financial LP | 950 | $2.99K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 527 | $1.66K | 0.00% | +460+686.6% | Added |
| Harbour Investments, Inc. | 100 | $315 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 40 | $126 | 0.00% | +40 | New |
| Barclays PLC | 9 | $28 | 0.00% | −108,518−100.0% | Reduced |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −259,900−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −59,182−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,718−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −42,416−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −38,187−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −12,964−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,510−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,173−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −899−100.0% | Sold out |