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, Q1 2025
Institutional positions in NeoVolta Inc. as of Mar 31, 2025. 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
- 23
- −6 vs. Q4 2024
- Shares held
- 5.95M
- +189.8K (+3.3%) vs. Q4 2024
- Total value
- $13.0M
- −$10.0M (−43.7%) vs. Q4 2024
- New holders
- 3
- 9 more added
- Sold out
- 9
- 5 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 3,622,293 | $7.86M | 5.71% | +94,397+2.7% | Added |
| BlackRock, Inc. | 456,537 | $990.7K | 0.00% | +4,951+1.1% | Added |
| Vanguard Group Inc | 411,467 | $892.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 320,671 | $696.0K | 0.00% | +12,049+3.9% | Added |
| BIP Wealth, LLC | 226,225 | $490.9K | 0.03% | +7,119+3.2% | Added |
| Sovran Advisors, LLC | 166,671 | $353.3K | 0.05% | +44,671+36.6% | Added |
| UBS Group AG | 153,688 | $333.5K | 0.00% | +150,662+4,978.9% | Added |
| Rossby Financial, LCC | 115,000 | $308.8K | 0.13% | +33,500+41.1% | Added |
| Northern Trust Corp | 123,558 | $268.1K | 0.00% | −4,440−3.5% | Reduced |
| State Street Corp | 110,264 | $239.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 62,257 | $135.1K | 0.00% | −16,078−20.5% | Reduced |
| Arlington Financial Advisors, LLC | 58,000 | $125.9K | 0.02% | +58,000 | New |
| Bridgeway Capital Management, LLC | 52,200 | $113.3K | 0.00% | +52,200 | New |
| Susquehanna International Group, LLP | 14,800 | $32.1K | 0.00% | −14−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 12,964 | $28.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,212 | $28.0K | 0.00% | +13,212 | New |
| Centennial Wealth Advisory LLC | 10,100 | $21.9K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 8,832 | $19.2K | 0.00% | +2,049+30.2% | Added |
| Tower Research Capital LLC (TRC) | 6,153 | $13.4K | 0.00% | +3,097+101.3% | Added |
| Allworth Financial LP | 950 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 243 | $527 | 0.00% | −45,888−99.5% | Reduced |
| Barclays PLC | 202 | $438 | 0.00% | −4,325−95.5% | Reduced |
| Harbour Investments, Inc. | 100 | $217 | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −113,616−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −35,543−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,132−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −17,309−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,116−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |