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 2026
Institutional positions in NeoVolta Inc. as of Mar 31, 2026. 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
- 36
- +5 vs. Q4 2025
- Shares held
- 10.5M
- +2.40M (+29.7%) vs. Q4 2025
- Total value
- $32.3M
- +$7.53M (+30.4%) vs. Q4 2025
- New holders
- 14
- 7 more added
- Sold out
- 9
- 10 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 5,325,024 | $16.4M | 8.17% | −344,059−6.1% | Reduced |
| Vanguard Capital Management LLC | 1,685,921 | $5.19M | 0.00% | +1,685,921 | New |
| BlackRock, Inc. | 491,016 | $1.51M | 0.00% | +56,469+13.0% | Added |
| Davidson Kempner Capital Management LP | 400,000 | $1.23M | 0.02% | +400,000 | New |
| Geode Capital Management, LLC | 371,218 | $1.14M | 0.00% | +41,471+12.6% | Added |
| Millennium Management LLC | 259,900 | $800.5K | 0.00% | +259,900 | New |
| UBS Group AG | 238,928 | $735.9K | 0.00% | +173,068+262.8% | Added |
| Vanguard Fiduciary Trust Co | 233,615 | $719.5K | 0.00% | +233,615 | New |
| BIP Wealth, LLC | 214,159 | $659.6K | 0.03% | −12,066−5.3% | Reduced |
| Susquehanna International Group, LLP | 200,167 | $616.5K | 0.00% | +200,167 | New |
| 683 Capital Management, LLC | 170,000 | $523.6K | 0.05% | −23,798−12.3% | Reduced |
| State Street Corp | 149,164 | $459.4K | 0.00% | +13,200+9.7% | Added |
| Marshall Wace, LLP | 125,991 | $388.1K | 0.00% | +106,036+531.4% | Added |
| Northern Trust Corp | 114,330 | $352.1K | 0.00% | −583−0.5% | Reduced |
| Barclays PLC | 108,527 | $334.3K | 0.00% | +106,270+4,708.5% | Added |
| Goldman Sachs Group Inc | 63,643 | $196.0K | 0.00% | +63,643 | New |
| Hudson Bay Capital Management LP | 59,182 | $182.3K | 0.00% | +59,182 | New |
| Schonfeld Strategic Advisors LLC | 50,718 | $156.2K | 0.00% | +50,718 | New |
| Truist Financial Corp | 42,416 | $130.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 38,187 | $117.6K | 0.00% | +38,158+131,579.3% | Added |
| Omers Administration Corp | 34,000 | $104.7K | 0.00% | −41,600−55.0% | Reduced |
| Morgan Stanley | 22,892 | $70.5K | 0.00% | −2,262−9.0% | Reduced |
| Sovran Advisors, LLC | 24,509 | $63.0K | 0.00% | −433,178−94.6% | Reduced |
| Charles Schwab Investment Management Inc | 12,964 | $39.9K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 12,510 | $38.5K | 0.00% | +12,510 | New |
| Squarepoint Ops LLC | 11,173 | $34.4K | 0.00% | +11,173 | New |
| Centennial Wealth Advisory LLC | 10,100 | $31.1K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 8,810 | $27.1K | 0.00% | +8,810 | New |
| Citigroup Inc | 4,953 | $15.3K | 0.00% | +4,953 | New |
| Royal Bank of Canada | 899 | $3.00K | 0.00% | +899 | New |
| Allworth Financial LP | 950 | $2.93K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 772 | $2.38K | 0.00% | +772 | New |
| Tower Research Capital LLC (TRC) | 118 | $363 | 0.00% | −4,915−97.7% | Reduced |
| Harbour Investments, Inc. | 100 | $308 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 67 | $205 | 0.00% | −21−23.9% | Reduced |
| JPMorgan Chase & Co | 26 | $79 | 0.00% | −577−95.7% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −64,966−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −52,200−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −36,800−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −33,690−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −24,420−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −19,690−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,223−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |