Who Owns NeoVolta Inc. (NEOV)?Hedge Fund & Institutional Holders

$3.61-0.02 (-0.55%)IndustrialsNASDAQ

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$1.706600015690006e+83T

% of Float Held

QoQ Change in Holders

+14 / -2

Price History

$1.86$2.91$3.96$5.01$6.06Sep 24Jun 25Mar 26

NEOV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sovran Advisors, LLCNew Position+458K+$1.6B
683 Capital Management, LLCNew Position+194K+$589.0M
Centennial Wealth Advisory LLCNew Position+10K+$30.0M
Quarry LPNew Position+531+$1.0M
BIP Wealth, LLCNew Position+226K+$687K
TRUIST FINANCIAL CORPNew Position+42K+$128K
MGO ONE SEVEN LLCNew Position+37K+$111K
Virtu Financial LLCNew Position+16K+$49K
OMERS ADMINISTRATION CorpNew Position+76K+$0
CIBC Private Wealth Group LLCNew Position+1K+$0
Lighthouse Investment Partners, LLCNew Position+24K+$0
Point72 Asset Management, L.P.New Position+34K+$0
JPMORGAN CHASE & CONew Position+603+$0
BARCLAYS PLCNew Position+2K+$0
FMR LLCIncreased+55+$0

NEOV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-117K-$614.8M
MARSHALL WACE, LLPDecreased-64K-$372.8M
JANE STREET GROUP, LLCDecreased-34-$88.0M
MILLENNIUM MANAGEMENT LLCClosed Position-12K-$52.6M
MORGAN STANLEYDecreased-6K-$137K
CITIGROUP INCClosed Position-18-$80K
BANK OF AMERICA CORP /DE/Decreased-15K-$65K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Legacy Wealth Managment, LLC/ID5,614,125$17.1B8.17%Share
2Sovran Advisors, LLC457,687$1.6B0.13%Share
3683 Capital Management, LLC193,798$589.0M0.03%Share
4UBS Group AG64,018$194.0M0.00%Share
5Legacy Wealth Managment, LLC/ID54,958$167.0M0.08%Share
6Centennial Wealth Advisory LLC10,100$30.0M0.01%Share
7UBS Group AG1,842$5.0M0.00%Share
8BlackRock, Inc.350,854$1.0M0.00%Share
9Quarry LP531$1.0M0.00%Share
10BIP Wealth, LLC226,225$687K0.02%Share
11TRUIST FINANCIAL CORP37,416$113K0.00%Share
12MGO ONE SEVEN LLC36,800$111K0.00%Share
13Virtu Financial LLC16,223$49K0.00%Share
14TRUIST FINANCIAL CORP5,000$15K0.00%Share
15Allworth Financial LP950$2K0.00%Share
16MORGAN STANLEY21,563$00.00%Share
17MORGAN STANLEY3,591$00.00%Share
18BlackRock, Inc.6,537$00.00%Share
19BlackRock, Inc.5,948$00.00%Share
20HARBOUR INVESTMENTS, INC.100$00.00%Share
21BARCLAYS PLC2,257$00.00%Share
22BRIDGEWAY CAPITAL MANAGEMENT, LLC52,200$00.00%Share
23Tower Research Capital LLC (TRC)5,033$00.00%Share
24FMR LLC88$00.00%Share
25BANK OF AMERICA CORP /DE/29$00.00%Share
26NORTHERN TRUST CORP67,122$00.00%Share
27OMERS ADMINISTRATION Corp75,600$00.00%Share
28CIBC Private Wealth Group LLC1,000$00.00%Share
29JPMORGAN CHASE & CO603$00.00%Share
30BlackRock, Inc.71,208$00.00%Share
31Lighthouse Investment Partners, LLC24,420$00.00%Share
32Cetera Investment Advisers12,500$00.00%Share
33Qube Research & Technologies Ltd64,966$00.00%Share
34JANE STREET GROUP, LLC19,690$00.00%Share
35MARSHALL WACE, LLP19,955$00.00%Share
36Point72 Asset Management, L.P.33,690$00.00%Share
37CHARLES SCHWAB INVESTMENT MANAGEMENT INC12,964$00.00%Share
38STATE STREET CORP135,964$00.00%Share
39VANGUARD GROUP INC312,760$00.00%Share
40VANGUARD GROUP INC8,810$00.00%Share
41VANGUARD GROUP INC152,186$00.00%Share
42GEODE CAPITAL MANAGEMENT, LLC271,610$00.00%Share
43GEODE CAPITAL MANAGEMENT, LLC58,137$00.00%Share
44NORTHERN TRUST CORP47,791$00.00%Share

NEOV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$19.6B+12
Q3 202521$26.7B+0
Q2 202521$32.6B-2
Q1 202523$11.2B-6
Q4 202429$26.3B+17
Q3 202412$619.1B-3
Q2 202415$530.0B-1
Q1 202416$236.9B

Similar Stocks by Institutional Ownership

As of Q4 2025, 44 institutional investors hold NEOV (NeoVolta Inc.). The largest holder is Legacy Wealth Managment, LLC/ID with $17.1B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own NEOV?

As of Q4 2025, 44 institutional investors report holding NEOV (NeoVolta Inc.) in their 13F filings.

Who is the largest institutional holder of NEOV?

The largest institutional holder of NEOV is Legacy Wealth Managment, LLC/ID with $17.1B in shares.

Is institutional ownership of NEOV increasing or decreasing?

This quarter, 14 institutions opened new positions in NEOV and 2 closed their positions.