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 2025
Institutional positions in NeoVolta Inc. as of Sep 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
- 25
- +3 vs. Q2 2025
- Shares held
- 7.86M
- +950.5K (+13.7%) vs. Q2 2025
- Total value
- $35.0M
- +$12.1M (+52.9%) vs. Q2 2025
- New holders
- 6
- 9 more added
- Sold out
- 3
- 3 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 5,499,261 | $24.5M | 11.10% | +932,210+20.4% | Added |
| Vanguard Group Inc | 458,988 | $2.05M | 0.00% | +47,521+11.5% | Added |
| BlackRock, Inc. | 425,781 | $1.90M | 0.00% | +7,223+1.7% | Added |
| Geode Capital Management, LLC | 320,362 | $1.43M | 0.00% | +778+0.2% | Added |
| BIP Wealth, LLC | 226,225 | $1.01M | 0.05% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 232,171 | $935.6K | 0.08% | +65,250+39.1% | Added |
| UBS Group AG | 182,459 | $813.8K | 0.00% | −128,855−41.4% | Reduced |
| State Street Corp | 125,264 | $558.7K | 0.00% | +7,000+5.9% | Added |
| Northern Trust Corp | 94,094 | $419.7K | 0.00% | −30,078−24.2% | Reduced |
| Marshall Wace, LLP | 83,590 | $372.8K | 0.00% | +83,590 | New |
| Bridgeway Capital Management, LLC | 52,200 | $232.8K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 36,800 | $164.1K | 0.00% | +36,800 | New |
| Morgan Stanley | 30,876 | $137.7K | 0.00% | +27,285+759.8% | Added |
| Jane Street Group, LLC | 19,724 | $88.0K | 0.00% | −29,295−59.8% | Reduced |
| Bank of America Corp | 14,736 | $65.7K | 0.00% | +14,443+4,929.4% | Added |
| Charles Schwab Investment Management Inc | 12,964 | $57.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,500 | $55.8K | 0.00% | +12,500 | New |
| Millennium Management LLC | 11,792 | $52.6K | 0.00% | +11,792 | New |
| Qube Research & Technologies Ltd | 10,776 | $48.1K | 0.00% | +10,776 | New |
| Centennial Wealth Advisory LLC | 10,100 | $45.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,266 | $10.1K | 0.00% | +1,164+105.6% | Added |
| Allworth Financial LP | 950 | $4.24K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $446 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 33 | $149 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 18 | $80 | 0.00% | +18 | New |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,141−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |