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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 26 | $79 | 0.00% | −577−95.7% | Reduced |
| FMR LLC | 67 | $205 | 0.00% | −21−23.9% | Reduced |
| Harbour Investments, Inc. | 100 | $308 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 118 | $363 | 0.00% | −4,915−97.7% | Reduced |
| Simplex Trading, LLC | 772 | $2.38K | 0.00% | +772 | New |
| Allworth Financial LP | 950 | $2.93K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 899 | $3.00K | 0.00% | +899 | New |
| Citigroup Inc | 4,953 | $15.3K | 0.00% | +4,953 | New |
| Vanguard Global Advisers, LLC | 8,810 | $27.1K | 0.00% | +8,810 | New |
| Centennial Wealth Advisory LLC | 10,100 | $31.1K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,173 | $34.4K | 0.00% | +11,173 | New |
| Brevan Howard Capital Management LP | 12,510 | $38.5K | 0.00% | +12,510 | New |
| Charles Schwab Investment Management Inc | 12,964 | $39.9K | 0.00% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 24,509 | $63.0K | 0.00% | −433,178−94.6% | Reduced |
| Morgan Stanley | 22,892 | $70.5K | 0.00% | −2,262−9.0% | Reduced |
| Omers Administration Corp | 34,000 | $104.7K | 0.00% | −41,600−55.0% | Reduced |
| Bank of America Corp | 38,187 | $117.6K | 0.00% | +38,158+131,579.3% | Added |
| Truist Financial Corp | 42,416 | $130.6K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 50,718 | $156.2K | 0.00% | +50,718 | New |
| Hudson Bay Capital Management LP | 59,182 | $182.3K | 0.00% | +59,182 | New |
| Goldman Sachs Group Inc | 63,643 | $196.0K | 0.00% | +63,643 | New |
| Barclays PLC | 108,527 | $334.3K | 0.00% | +106,270+4,708.5% | Added |
| Northern Trust Corp | 114,330 | $352.1K | 0.00% | −583−0.5% | Reduced |
| Marshall Wace, LLP | 125,991 | $388.1K | 0.00% | +106,036+531.4% | Added |
| State Street Corp | 149,164 | $459.4K | 0.00% | +13,200+9.7% | Added |
| 683 Capital Management, LLC | 170,000 | $523.6K | 0.05% | −23,798−12.3% | Reduced |
| Susquehanna International Group, LLP | 200,167 | $616.5K | 0.00% | +200,167 | New |
| BIP Wealth, LLC | 214,159 | $659.6K | 0.03% | −12,066−5.3% | Reduced |
| Vanguard Fiduciary Trust Co | 233,615 | $719.5K | 0.00% | +233,615 | New |
| UBS Group AG | 238,928 | $735.9K | 0.00% | +173,068+262.8% | Added |
| Millennium Management LLC | 259,900 | $800.5K | 0.00% | +259,900 | New |
| Geode Capital Management, LLC | 371,218 | $1.14M | 0.00% | +41,471+12.6% | Added |
| Davidson Kempner Capital Management LP | 400,000 | $1.23M | 0.02% | +400,000 | New |
| BlackRock, Inc. | 491,016 | $1.51M | 0.00% | +56,469+13.0% | Added |
| Vanguard Capital Management LLC | 1,685,921 | $5.19M | 0.00% | +1,685,921 | New |
| Legacy Wealth Managment, LLC | 5,325,024 | $16.4M | 8.17% | −344,059−6.1% | 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 |