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, Q4 2022
Institutional positions in NeoVolta Inc. as of Dec 31, 2022. 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
- 18
- +2 vs. Q3 2022
- Shares held
- 1.20M
- +77.8K (+6.9%) vs. Q3 2022
- Total value
- $3.35M
- −$2.30M (−40.7%) vs. Q3 2022
- New holders
- 5
- 5 more added
- Sold out
- 3
- 2 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 386,156 | $1.08M | 0.00% | +21,013+5.8% | Added |
| BlackRock Inc. | 293,160 | $817.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 248,317 | $692.0K | 0.00% | −575−0.2% | Reduced |
| AE Wealth Management LLC | 53,965 | $150.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 49,477 | $138.0K | 0.00% | +25,873+109.6% | Added |
| Umb Bank N A | 35,715 | $100.0K | 0.00% | +35,715 | New |
| Bank of New York Mellon Corp | 21,314 | $59.5K | 0.00% | +21,314 | New |
| Gofen & Glossberg LLC | 20,000 | $56.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,000 | $55.8K | 0.00% | +20,000 | New |
| Traynor Capital Management, Inc. | 14,500 | $40.5K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 12,964 | $36.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,660 | $33.0K | 0.00% | +11,660 | New |
| Pure Financial Advisors, Inc. | 10,753 | $30.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,230 | $28.5K | 0.00% | +10,230 | New |
| Tower Research Capital LLC (TRC) | 7,534 | $21.0K | 0.00% | +7,379+4,760.6% | Added |
| UBS Group AG | 3,710 | $10.4K | 0.00% | −532−12.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 400 | $1.12K | 0.00% | +300+300.0% | Added |
| Wells Fargo & Company | 192 | $536 | 0.00% | +5+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −55,362−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,253−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |