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 2025
Institutional positions in NeoVolta Inc. as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 11.5M
- +5.53M (+93.1%) vs. Q1 2025
- Total value
- $37.9M
- +$25.0M (+192.9%) vs. Q1 2025
- New holders
- 3
- 6 more added
- Sold out
- 3
- 7 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 33 | $110 | 0.00% | +33 | New |
| Harbour Investments, Inc. | 100 | $330 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 293 | $967 | 0.00% | +50+20.6% | Added |
| Allworth Financial LP | 950 | $3.13K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,102 | $3.64K | 0.00% | −5,051−82.1% | Reduced |
| Raymond James Financial Inc | 1,490 | $4.92K | 0.00% | +1,490 | New |
| Morgan Stanley | 3,591 | $11.8K | 0.00% | −5,241−59.3% | Reduced |
| Centennial Wealth Advisory LLC | 10,100 | $33.3K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 12,964 | $42.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,141 | $46.7K | 0.00% | −659−4.5% | Reduced |
| Jane Street Group, LLC | 49,019 | $161.8K | 0.00% | −13,238−21.3% | Reduced |
| Bridgeway Capital Management, LLC | 52,200 | $172.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 104,000 | $343.2K | 0.13% | −11,000−9.6% | Reduced |
| State Street Corp | 118,264 | $390.3K | 0.00% | +8,000+7.3% | Added |
| Northern Trust Corp | 124,172 | $409.8K | 0.00% | +614+0.5% | Added |
| Sovran Advisors, LLC | 166,921 | $609.3K | 0.06% | +250+0.1% | Added |
| BIP Wealth, LLC | 226,225 | $746.5K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 311,314 | $1.03M | 0.00% | +157,626+102.6% | Added |
| Geode Capital Management, LLC | 319,584 | $1.06M | 0.00% | −1,087−0.3% | Reduced |
| Vanguard Group Inc | 411,467 | $1.36M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 418,558 | $1.38M | 0.00% | −37,979−8.3% | Reduced |
| Legacy Wealth Managment, LLC | 4,567,051 | $15.1M | 7.98% | +944,758+26.1% | Added |
| Legacy Investment Solutions, LLC | 4,567,051 | $15.1M | 7.98% | +4,567,051 | New |
| Arlington Financial Advisors, LLC | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,212−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |