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 2026
Institutional positions in NeoVolta Inc. as of Jun 30, 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
- 40
- +4 vs. Q1 2026
- Shares held
- 15.3M
- +4.76M (+45.4%) vs. Q1 2026
- Total value
- $48.0M
- +$15.7M (+48.7%) vs. Q1 2026
- New holders
- 17
- 8 more added
- Sold out
- 13
- 8 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 9 | $28 | 0.00% | −108,518−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 40 | $126 | 0.00% | +40 | New |
| Harbour Investments, Inc. | 100 | $315 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 527 | $1.66K | 0.00% | +460+686.6% | Added |
| Allworth Financial LP | 950 | $2.99K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,545 | $11.2K | 0.00% | +3,545 | New |
| JPMorgan Chase & Co | 9,322 | $21.9K | 0.00% | +9,296+35,753.8% | Added |
| Vanguard Global Advisers, LLC | 8,810 | $27.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 9,407 | $29.6K | 0.00% | −13,485−58.9% | Reduced |
| Centennial Wealth Advisory LLC | 10,100 | $31.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,297 | $38.7K | 0.00% | −187,870−93.9% | Reduced |
| Jane Street Group, LLC | 12,381 | $39.0K | 0.00% | +12,381 | New |
| Tower Research Capital LLC (TRC) | 12,584 | $39.6K | 0.00% | +12,466+10,564.4% | Added |
| Sovran Advisors, LLC | 24,509 | $49.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 16,000 | $50.4K | 0.00% | +16,000 | New |
| Independent Financial Group, LLC | 18,580 | $58.5K | 0.00% | +18,580 | New |
| Group One Trading, L.P. | 20,289 | $63.9K | 0.00% | +20,289 | New |
| Simplex Trading, LLC | 23,721 | $74.7K | 0.00% | +22,949+2,972.7% | Added |
| Keel Point, LLC | 32,355 | $101.9K | 0.01% | +32,355 | New |
| Goldman Sachs Group Inc | 32,381 | $102.0K | 0.00% | −31,262−49.1% | Reduced |
| Centiva Capital, LP | 32,996 | $103.9K | 0.00% | +32,996 | New |
| Raymond James Financial Inc | 38,790 | $122.2K | 0.00% | +38,790 | New |
| Northern Trust Corp | 84,514 | $266.2K | 0.00% | −29,816−26.1% | Reduced |
| We Are One Seven, LLC | 88,500 | $278.8K | 0.00% | +88,500 | New |
| Scientech Research LLC | 107,676 | $339.2K | 0.27% | +107,676 | New |
| State Street Corp | 149,164 | $469.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 158,461 | $499.2K | 0.00% | +158,461 | New |
| UBS Group AG | 173,800 | $547.5K | 0.00% | −65,128−27.3% | Reduced |
| HRT Financial LP | 178,411 | $561.0K | 0.00% | +178,411 | New |
| BIP Wealth, LLC | 214,159 | $674.6K | 0.02% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 219,931 | $692.8K | 0.00% | −13,684−5.9% | Reduced |
| Renaissance Technologies LLC | 263,751 | $830.8K | 0.00% | +263,751 | New |
| Arosa Capital Management LP | 320,000 | $1.01M | 0.88% | +320,000 | New |
| Geode Capital Management, LLC | 438,387 | $1.38M | 0.00% | +67,169+18.1% | Added |
| BlackRock, Inc. | 518,297 | $1.63M | 0.00% | +27,281+5.6% | Added |
| Alyeska Investment Group, L.P. | 1,550,000 | $4.88M | 0.01% | +1,550,000 | New |
| AWM Investment Company, Inc. | 1,645,557 | $5.18M | 0.45% | +1,645,557 | New |
| Vanguard Capital Management LLC | 1,948,140 | $6.14M | 0.00% | +262,219+15.6% | Added |
| Marshall Wace, LLP | 1,975,423 | $6.22M | 0.01% | +1,849,432+1,467.9% | Added |
| Legacy Wealth Managment, LLC | 4,896,515 | $15.4M | 6.36% | −428,509−8.0% | Reduced |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −259,900−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −59,182−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,718−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −42,416−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −38,187−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −12,964−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,510−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,173−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −4,953−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −899−100.0% | Sold out |