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 2025
Institutional positions in NeoVolta Inc. as of Dec 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
- 33
- +8 vs. Q3 2025
- Shares held
- 8.56M
- +694.8K (+8.8%) vs. Q3 2025
- Total value
- $26.2M
- −$8.78M (−25.1%) vs. Q3 2025
- New holders
- 10
- 10 more added
- Sold out
- 2
- 5 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 5,669,083 | $17.2M | 8.26% | +169,822+3.1% | Added |
| Sovran Advisors, LLC | 457,687 | $1.57M | 0.13% | +225,516+97.1% | Added |
| Vanguard Group Inc | 473,756 | $1.44M | 0.00% | +14,768+3.2% | Added |
| BlackRock, Inc. | 434,547 | $1.32M | 0.00% | +8,766+2.1% | Added |
| Geode Capital Management, LLC | 329,747 | $1.00M | 0.00% | +9,385+2.9% | Added |
| BIP Wealth, LLC | 226,225 | $687.7K | 0.02% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 193,798 | $589.1K | 0.05% | +193,798 | New |
| State Street Corp | 135,964 | $413.3K | 0.00% | +10,700+8.5% | Added |
| Northern Trust Corp | 114,913 | $349.3K | 0.00% | +20,819+22.1% | Added |
| Omers Administration Corp | 75,600 | $229.8K | 0.00% | +75,600 | New |
| UBS Group AG | 65,860 | $200.2K | 0.00% | −116,599−63.9% | Reduced |
| Qube Research & Technologies Ltd | 64,966 | $197.5K | 0.00% | +54,190+502.9% | Added |
| Bridgeway Capital Management, LLC | 52,200 | $158.7K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 42,416 | $128.9K | 0.00% | +42,416 | New |
| We Are One Seven, LLC | 36,800 | $111.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 33,690 | $102.4K | 0.00% | +33,690 | New |
| Morgan Stanley | 25,154 | $76.5K | 0.00% | −5,722−18.5% | Reduced |
| Lighthouse Investment Partners, LLC | 24,420 | $74.2K | 0.00% | +24,420 | New |
| Marshall Wace, LLP | 19,955 | $60.7K | 0.00% | −63,635−76.1% | Reduced |
| Jane Street Group, LLC | 19,690 | $59.9K | 0.00% | −34−0.2% | Reduced |
| Virtu Financial LLC | 16,223 | $49.0K | 0.00% | +16,223 | New |
| Charles Schwab Investment Management Inc | 12,964 | $39.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 10,100 | $30.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,033 | $15.3K | 0.00% | +2,767+122.1% | Added |
| Barclays PLC | 2,257 | $6.86K | 0.00% | +2,257 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $3.04K | 0.00% | +1,000 | New |
| Allworth Financial LP | 950 | $2.89K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 603 | $1.83K | 0.00% | +603 | New |
| Quarry LP | 531 | $1.61K | 0.00% | +531 | New |
| Harbour Investments, Inc. | 100 | $304 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 88 | $269 | 0.00% | +55+166.7% | Added |
| Bank of America Corp | 29 | $88 | 0.00% | −14,707−99.8% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,792−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |