NeoVolta NEOV Institutional Ownership

NASDAQ NEOV

$2.16 +0.03 (+1.41%)

At close: Oct 23, 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

26.15%

▲+1.60 pp QoQ

Shares Held by Institutions

15.25Mn

of 58.31Mn outstanding

▲+45.42% QoQ

Shares Outstanding

58.31Mn

43.06Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+4.76Mn

accumulated since last quarter

Value of Holdings

$32.94Mn

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

Updated Oct 10, 2026

NeoVolta Inc. (NASDAQ:NEOV) was held by 40 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 26.15% of NeoVolta's outstanding shares in Q2 2026, up from 24.55% in Q1 2026.
Total shares held in NeoVolta rose 45.42% versus Q1 2026, while the number of holders rose 90.48% versus Q2 2025.
Of these 40 holders, 25 added to their positions, 8 reduced their stakes and 7 left their positions unchanged.
Institutional investors held 15.25Mn shares of NeoVolta in total at the end of Q2 2026, up 4.76Mn from the prior quarter and up 8.34Mn from a year earlier.
As of June 30, 2026, Legacy Wealth Managment, LLC held the largest stake in NeoVolta with 4.9Mn shares, or 8.40% of shares outstanding.
The biggest increases in NEOV positions during Q2 2026 came from Marshall Wace, LLP (+1.85Mn shares), Vanguard Capital Management LLC (+262.22K shares), Geode Capital Management, LLC (+67.17K shares), BlackRock, Inc. (+27.28K shares) and Simplex Trading, LLC (+22.95K shares).
Among holders that kept a stake in NeoVolta, the biggest sellers in Q2 2026 were Legacy Wealth Managment, LLC (-428.51K shares), Susquehanna International Group, LLP (-187.87K shares), Barclays PLC (-108.52K shares), UBS Group AG (-65.13K shares) and Goldman Sachs Group Inc (-31.26K shares).
Business Quant data shows the 10 biggest positions in NeoVolta as of Q2 2026 were held by Legacy Wealth Managment, LLC (4.9Mn shares), Marshall Wace, LLP (1.98Mn shares), Vanguard Capital Management LLC (1.95Mn shares), AWM Investment Company, Inc. (1.65Mn shares), Alyeska Investment Group, L.P. (1.55Mn shares), BlackRock, Inc. (518.3K shares), Geode Capital Management, LLC (438.39K shares), Arosa Capital Management LP (320K shares), Renaissance Technologies LLC (263.75K shares) and Vanguard Fiduciary Trust Co (219.93K shares).

Form 13F Holdings

40 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.25Mn

Of outstanding 26.15%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Legacy Wealth Managment, LLC/ID	0002045082	4,896,515	8.40%	▼428,509	-8.05%	$15.42Mn
2	MARSHALL WACE, LLP	0001318757	1,975,423	3.39%	▲1,849,432	+1,467.91%	$6.22Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,948,140	3.34%	▲262,219	+15.55%	$6.14Mn
4	AWM Investment Company, Inc.	0001535264	1,645,557	2.82%	▲1,645,557	0.00%	$5.18Mn
5	Alyeska Investment Group, L.P.	0001453072	1,550,000	2.66%	▲1,550,000	0.00%	$4.88Mn
6	BlackRock, Inc.	0002012383	518,297	0.89%	▲27,281	+5.56%	$1.63Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	438,387	0.75%	▲67,169	+18.09%	$1.38Mn
8	Arosa Capital Management LP	0001596053	320,000	0.55%	▲320,000	0.00%	$1.01Mn
9	RENAISSANCE TECHNOLOGIES LLC	0001037389	263,751	0.45%	▲263,751	0.00%	$830.82K
10	VANGUARD FIDUCIARY TRUST CO	0000933478	219,931	0.38%	▼13,684	-5.86%	$692.78K
11	BIP Wealth, LLC	0001590214	214,159	0.37%	0	0.00%	$674.60K
12	HRT FINANCIAL LP	0001475597	178,411	0.31%	▲178,411	0.00%	$561
13	UBS Group AG	0001610520	173,800	0.30%	▼65,128	-27.26%	$547.47K
14	CITADEL ADVISORS LLC	0001423053	158,461	0.27%	▲158,461	0.00%	$499.15K
15	State Street Corp	0000093751	149,164	0.26%	0	0.00%	$469.87K
16	Scientech Research LLC	0002011556	107,676	0.18%	▲107,676	0.00%	$339.18K
17	MGO ONE SEVEN LLC	0001731444	88,500	0.15%	▲88,500	0.00%	$278.78K
18	Northern Trust Corp	0000073124	84,514	0.14%	▼29,816	-26.08%	$266.22K
19	Raymond James Financial Inc	0000720005	38,790	0.07%	▲38,790	0.00%	$122.19K
20	Centiva Capital, LP	0001692507	32,996	0.06%	▲32,996	0.00%	$103.94K

Showing 1 to 20 of 40 holders