NeoVolta Inc. (NEOV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

34,072,710Shares Outstanding

351,839Shares held by institutions

$1,132,922Value of institutional holdings

25.07%Institutional ownership %

8.79%Shares Changed QoQ

32No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 32 institutions have reported a stake in NeoVolta Inc. (NASDAQ:NEOV) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in NeoVolta edged up to 25.1% in December 2025, compared to 23.7% in September 2025.
Quarterly data indicates a 8.79% shift in institutional share volume, and the annual owner count reflects an increase of 3.23%.
Among the 32 institutional holders of NeoVolta, 19 added to their stakes while 5 trimmed their positions and 8 held steady.
This class of investors increased its holdings in NeoVolta to 8.54Mn shares for the 13F-cycle ending December 2025, up by 690.41K shares quarter on quarter, and down 741.84K shares year over year.
The top institutional stake in NeoVolta as of December 31, 2025 belongs to Legacy Wealth Managment, LLC/ID, which owns 5.67Mn shares, or 16.64% of the company.
Among the most significant buyers of NeoVolta during December 2025 were Sovran Advisors, LLC (225.52K), 683 Capital Management, LLC (193.80K), Legacy Wealth Managment, LLC/ID (169.82K), OMERS ADMINISTRATION Corp (75.60K), Qube Research & Technologies Ltd (54.19K).
Leading sellers of NeoVolta stock in December 2025 included UBS Group AG (116.60K), MARSHALL WACE, LLP (63.63K), BANK OF AMERICA CORP /DE/ (14.71K), MORGAN STANLEY (5.72K), JANE STREET GROUP, LLC (34).
The top 10 institutional holders of NeoVolta for the quarter ending December 2025 included Legacy Wealth Managment, LLC/ID (5.67Mn), VANGUARD GROUP INC (473.76K), Sovran Advisors, LLC (457.69K), BlackRock, Inc. (434.55K), GEODE CAPITAL MANAGEMENT, LLC (329.75K), BIP Wealth, LLC (226.22K), 683 Capital Management, LLC (193.80K), STATE STREET CORP (135.96K), NORTHERN TRUST CORP (114.91K), OMERS ADMINISTRATION Corp (75.60K).

32 Institutional Holders

351,839 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Legacy Wealth Managment, LLC/ID	31 Dec, 2025	5,669,083	169,822	3.09%	$17,234,013.00
VANGUARD GROUP INC	31 Dec, 2025	473,756	14,768	3.22%	$1,440,217.00
Sovran Advisors, LLC	31 Dec, 2025	457,687	225,516	97.13%	$1,569,866.00
BlackRock, Inc.	31 Dec, 2025	434,547	8,766	2.06%	$1,321,022.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	329,747	9,385	2.93%	$1,002,962.00
BIP Wealth, LLC	31 Dec, 2025	226,225	0	0.00%	$687,724.00
683 Capital Management, LLC	31 Dec, 2025	193,798	193,798	0.00%	$589,146.00
STATE STREET CORP	31 Dec, 2025	135,964	10,700	8.54%	$413,331.00
NORTHERN TRUST CORP	31 Dec, 2025	114,913	20,819	22.13%	$349,336.00
OMERS ADMINISTRATION Corp	31 Dec, 2025	75,600	75,600	0.00%	$229,824.00
UBS Group AG	31 Dec, 2025	65,860	-116,599	-63.90%	$200,215.00
Qube Research & Technologies Ltd	31 Dec, 2025	64,966	54,190	502.88%	$197,497.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	52,200	0	0.00%	$158,688.00
TRUIST FINANCIAL CORP	31 Dec, 2025	42,416	42,416	0.00%	$128,945.00
MGO ONE SEVEN LLC	31 Dec, 2025	36,800	0	0.00%	$111,872.00
Point72 Asset Management, L.P.	31 Dec, 2025	33,690	33,690	0.00%	$102,418.00
MORGAN STANLEY	31 Dec, 2025	25,154	-5,722	-18.53%	$76,469.00
Lighthouse Investment Partners, LLC	31 Dec, 2025	24,420	24,420	0.00%	$74,237.00
MARSHALL WACE, LLP	31 Dec, 2025	19,955	-63,635	-76.13%	$60,663.00
JANE STREET GROUP, LLC	31 Dec, 2025	19,690	-34	-0.17%	$59,858.00

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