NeoVolta Inc. (NEOV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

701,042Shares held by institutions

$2,124,157Value of institutional holdings

34.17%Institutional ownership %

93.17%Shares Changed QoQ

23No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

NeoVolta Inc. (NASDAQ:NEOV) has 33 institutional investors with active 13F positions as of December 2025.

Their combined ownership stood at 24.4% of outstanding shares in December 2025, up from 23.0% in September 2025.
Their total shares held in NEOV increased 8.79% from the prior quarter, while the number of investors in NeoVolta increased 6.45% year over year.
Of these 33 holders, 20 added to their stakes in NeoVolta, 5 trimmed positions, and 8 made no changes.
In total, institutional investors held 8.56Mn shares in NeoVolta as of December 2025, up by 691.89K shares quarter on quarter, and down 732.4K shares year over year.
As of December 31, 2025, Legacy Wealth Managment, LLC/ID held the largest stake in NeoVolta with 5.67Mn shares, accounting for 16.19% of total shares outstanding.
The largest buyers of NeoVolta for the quarter ending December 2025 were Sovran Advisors, LLC (225.52K), 683 Capital Management, LLC (193.8K), Legacy Wealth Managment, LLC/ID (169.82K), OMERS ADMINISTRATION Corp (75.6K), Qube Research & Technologies Ltd (54.19K).
The largest sales of NEOV for the quarter ending December 2025 came from UBS Group AG (116.6K), MARSHALL WACE, LLP (63.64K), Bank Of America Corp /De/ (29.44K), Morgan Stanley (5.72K), JANE STREET GROUP, LLC (34).
Per Business Quant data, the top 10 holders of NeoVolta for the quarter ending December 2025 are 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 (193.8K), State Street Corp (135.96K), Northern Trust Corp (114.91K), OMERS ADMINISTRATION Corp (75.6K).

33 Institutional Holders

701,042 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	8,766	2.06%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	14,768	3.22%	$0.00
Legacy Wealth Managment, LLC/ID	31 Dec, 2025	169,822	3.09%	$0.00
Barclays Plc	31 Dec, 2025	-9,218	-80.33%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	9,385	2.93%	$0.00
Sovran Advisors, LLC	31 Dec, 2025	225,516	97.13%	$0.00
BIP Wealth, LLC	31 Dec, 2025	0	0.00%	$0.00
UBS Group AG	31 Dec, 2025	-116,599	-63.90%	$0.00
683 Capital Management, LLC	31 Dec, 2025	193,798	0.00%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	54,190	502.88%	$0.00
State Street Corp	31 Dec, 2025	10,700	8.54%	$0.00
MGO ONE SEVEN LLC	31 Dec, 2025	0	0.00%	$0.00
Northern Trust Corp	31 Dec, 2025	20,819	22.13%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	33,690	0.00%	$0.00
OMERS ADMINISTRATION Corp	31 Dec, 2025	75,600	0.00%	$0.00
Cetera Investment Advisers	31 Dec, 2025	0	0.00%	$0.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	0	0.00%	$0.00
Centennial Wealth Advisory LLC	31 Dec, 2025	0	0.00%	$0.00
Truist Financial Corp	31 Dec, 2025	42,416	0.00%	$0.00
Quarry LP	31 Dec, 2025	531	0.00%	$0.00

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