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, Q3 2024
Institutional positions in NeoVolta Inc. as of Sep 30, 2024. 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
- 15
- +2 vs. Q2 2024
- Shares held
- 8.54M
- +7.38M (+633.7%) vs. Q2 2024
- Total value
- $40.5M
- +$37.4M (+1,216.9%) vs. Q2 2024
- New holders
- 6
- 3 more added
- Sold out
- 4
- 2 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Investment Solutions, LLC | 3,484,794 | $17.8M | 10.87% | +3,484,794 | New |
| Legacy Wealth Managment, LLC | 3,484,794 | $17.8M | 10.87% | +3,484,794 | New |
| BlackRock, Inc. | 421,163 | $1.30M | 0.00% | +421,163 | New |
| Vanguard Group Inc | 391,893 | $1.21M | 0.00% | +6,319+1.6% | Added |
| Geode Capital Management, LLC | 306,324 | $946.8K | 0.00% | +15,427+5.3% | Added |
| BIP Wealth, LLC | 200,214 | $618.7K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 100,814 | $311.5K | 0.00% | −42,400−29.6% | Reduced |
| Northern Trust Corp | 85,320 | $263.6K | 0.00% | −1,799−2.1% | Reduced |
| UBS Group AG | 28,815 | $89.0K | 0.00% | +28,815 | New |
| Charles Schwab Investment Management Inc | 12,964 | $40.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 11,475 | $35.5K | 0.00% | +11,475 | New |
| Centennial Wealth Advisory LLC | 10,100 | $31.2K | 0.01% | +10,100 | New |
| Morgan Stanley | 1,000 | $3.09K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 600 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 298 | $921 | 0.00% | +66+28.4% | Added |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,271−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |