NeoVolta NEOV Institutional Ownership

NASDAQ NEOV

$2.52 -0.08 (-3.08%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

40 Institutions

Increased 25 62.5%

Unchanged 7 17.5%

Reduced 8 20.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

38.81%

▲+12.72 pp QoQ

Shares Held by Institutions

15.25Mn

of 39.29Mn outstanding

▲+62.41% QoQ

Shares Outstanding

39.29Mn

24.04Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+5.86Mn

accumulated since last quarter

Value of Holdings

$39.65Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

NeoVolta Inc. (NASDAQ:NEOV) has 40 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 38.8% of outstanding shares in June 2026, up from 26.1% in March 2026.
Their total shares held in NEOV increased 62.41% quarter over quarter, and separately, investors owning NeoVolta increased 73.91% from a year ago.
During the quarter, 25 of these 40 funds increased positions in NEOV, 8 reduced exposure, and 7 held steady.
Combined, these investors held 15.25Mn shares in NEOV for June 2026, up by 5.86Mn shares quarter on quarter, and up 3.77Mn shares year over year.
As of June 30, 2026, the biggest holder of NeoVolta is Legacy Wealth Managment, LLC/ID at 4.9Mn shares, representing 12.46% of shares outstanding.
The biggest buyers of NeoVolta for the quarter ending June 2026 included MARSHALL WACE, LLP (1.85Mn), AWM Investment Company, Inc. (1.65Mn), Alyeska Investment Group, L.P. (1.55Mn), Arosa Capital Management LP (320.0K), RENAISSANCE TECHNOLOGIES LLC (263.75K).
Leading sellers of NeoVolta shares for the quarter ending June 2026 were Legacy Wealth Managment, LLC/ID (428.51K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (187.87K), Barclays Plc (108.52K), UBS Group AG (65.13K), Goldman Sachs Group Inc (31.26K).
NeoVolta's 10 largest shareholders as of June 2026 include Legacy Wealth Managment, LLC/ID (4.9Mn), MARSHALL WACE, LLP (1.98Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.95Mn), AWM Investment Company, Inc. (1.65Mn), Alyeska Investment Group, L.P. (1.55Mn), BlackRock, Inc. (518.3K), GEODE CAPITAL MANAGEMENT, LLC (438.39K), Arosa Capital Management LP (320.0K), RENAISSANCE TECHNOLOGIES LLC (263.75K), VANGUARD FIDUCIARY TRUST CO (219.93K) per Business Quant data.

Form 13F Holdings

40 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.25Mn

Of outstanding 38.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Legacy Wealth Managment, LLC/ID	0002045082	4,896,515	12.46%	▼428,509	-8.05%	$15.42Mn
2	MARSHALL WACE, LLP	0001318757	1,975,423	5.03%	▲1,849,432	+1,467.91%	$6.22Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,948,140	4.96%	▲262,219	+15.55%	$6.14Mn
4	AWM Investment Company, Inc.	0001535264	1,645,557	4.19%	▲1,645,557	0.00%	$5.18Mn
5	Alyeska Investment Group, L.P.	0001453072	1,550,000	3.94%	▲1,550,000	0.00%	$4.88Mn
6	BlackRock, Inc.	0002012383	518,297	1.32%	▲27,281	+5.56%	$1.63Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	438,387	1.12%	▲67,169	+18.09%	$1.38Mn
8	Arosa Capital Management LP	0001596053	320,000	0.81%	▲320,000	0.00%	$1.01Mn
9	RENAISSANCE TECHNOLOGIES LLC	0001037389	263,751	0.67%	▲263,751	0.00%	$830.82K
10	VANGUARD FIDUCIARY TRUST CO	0000933478	219,931	0.56%	▼13,684	-5.86%	$692.78K
11	BIP Wealth, LLC	0001590214	214,159	0.55%	0	0.00%	$674.60K
12	HRT FINANCIAL LP	0001475597	178,411	0.45%	▲178,411	0.00%	$561
13	UBS Group AG	0001610520	173,800	0.44%	▼65,128	-27.26%	$547.47K
14	CITADEL ADVISORS LLC	0001423053	158,461	0.40%	▲158,461	0.00%	$499.15K
15	State Street Corp	0000093751	149,164	0.38%	0	0.00%	$469.87K
16	Scientech Research LLC	0002011556	107,676	0.27%	▲107,676	0.00%	$339.18K
17	MGO ONE SEVEN LLC	0001731444	88,500	0.23%	▲88,500	0.00%	$278.78K
18	Northern Trust Corp	0000073124	84,514	0.22%	▼29,816	-26.08%	$266.22K
19	Raymond James Financial Inc	0000720005	38,790	0.10%	▲38,790	0.00%	$122.19K
20	Centiva Capital, LP	0001692507	32,996	0.08%	▲32,996	0.00%	$103.94K

Showing 1 to 20 of 40 holders