NeoVolta Ownership | Who Owns NeoVolta?

NeoVolta Ownership Summary

NeoVolta is owned by 27.93% institutional investors, 15.12% insiders, and 56.95% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 1.36% of NEOV shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.21% of its assets in NeoVolta shares.

NEOV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NeoVolta	27.93%	15.12%	56.95%
Sector	Industrials Stocks	51.07%	11.01%	37.92%
Industry	Electrical Equipment Stocks	34.03%	17.62%	48.35%
Idea	Energy Storage Stocks List	19.78%	18.71%	61.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	451.59K	1.36%	$2.35M
Blackrock	418.47K	1.26%	$1.10M
Vanguard group	411.47K	1.24%	$2.14M
Geode capital management	308.62K	0.93%	$1.61M
Bip wealth	219.11K	0.66%	$1.14M
Goldman sachs group	113.62K	0.34%	$591.94K
State street	110.26K	0.33%	$574.48K
Northern trust	87.12K	0.26%	$229.99K
Jane street group	78.33K	0.24%	$408.13K
Schonfeld strategic advisors	35.54K	0.11%	$185.18K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bip wealth	219.11K	0.08%	$1.14M
Centennial wealth advisory	10.10K	0.02%	$52.62K
Point72 asia (singapore) pte.	9.12K	0.01%	$47.50K
Beacon capital management	5.00K	0.00%	$26.05K
Schonfeld strategic advisors	35.54K	0.00%	$185.18K
Tower research capital llc (trc)	3.06K	0.00%	$15.92K
Point72 (difc)	1.60K	0.00%	$8.33K
Marshall wace, llp	32.13K	0.00%	$167.41K
Geode capital management	308.62K	0.00%	$1.61M
Jane street group	78.33K	0.00%	$408.13K

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	113.62K	0.00%	113.62K
Jane street group	78.33K	0.00%	78.33K
Schonfeld strategic advisors	35.54K	0.00%	35.54K
Marshall wace, llp	32.13K	0.00%	32.13K
Blackrock funding, inc. /de	451.59K	-	30.42K

Top Sellers

Holder	Shares	% Assets	Change
Truist financial	-	-	-65.00K
Ubs group	3.03K	-	-25.79K
Ci private wealth	-	-	-25.00K
Squarepoint ops	-	-	-14.67K
Two sigma securities	-	-	-11.27K

New Positions

Holder	Shares	% Assets	Change	Value
Goldman sachs group	113.62K	0.00%	113.62K	$591.94K
Jane street group	78.33K	0.00%	78.33K	$408.13K
Schonfeld strategic advisors	35.54K	0.00%	35.54K	$185.18K
Marshall wace, llp	32.13K	0.00%	32.13K	$167.41K
Balyasny asset management	17.31K	0.00%	17.31K	$90.18K

Sold Out

Holder	Change
Wells fargo & company/mn	-221.00
Riggs asset managment	-600.00
Two sigma securities	-11.27K
Squarepoint ops	-14.67K
Ci private wealth	-25.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	30	100.00%	9,284,466	8.71%	27	4.23%	26	188.89%	2	-
Sep 30, 2024	15	15.38%	8,540,568	439.71%	25	113.33%	9	80.00%	2	-
Jun 30, 2024	13	-7.14%	1,582,426	-4.01%	4	19.34%	5	25.00%	2	-
Mar 31, 2024	14	-22.22%	1,648,500	-2.92%	4	19.00%	4	-55.56%	2	100.00%
Dec 31, 2023	18	20.00%	1,698,139	5.12%	5	20.09%	9	80.00%	1	-50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	402.66K	1.21%	-
Fidelity Extended Market Index	157.91K	0.47%	-1.27K
iShares Micro-Cap ETF	66.92K	0.20%	-
Fidelity Total Market Index	51.38K	0.15%	-
BlackRock Extended Equity Market K	49.25K	0.15%	-21.00
Extended Equity Market Fund K	48.58K	0.15%	-669.00
Fidelity Series Total Market Index	36.69K	0.11%	-998.00
Northern Trust Extended Eq Market Idx	32.26K	0.10%	7.92K
NT Ext Equity Mkt Idx Fd - L	32.26K	0.10%	7.92K
NT Ext Equity Mkt Idx Fd - NL	25.87K	0.08%	-

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2023 Q4	-	-
2023 Q1	-	-
2022 Q4	-	-
2022 Q3	-	-

NEOV Ownership FAQ

Who Owns NeoVolta?

NeoVolta shareholders are primarily institutional investors at 27.93%, followed by 15.12% insiders and 56.95% retail investors. The average institutional ownership in NeoVolta's industry, Electrical Equipment Stocks, is 34.03%, which NeoVolta falls below.

Who owns the most shares of NeoVolta?

NeoVolta’s largest shareholders are Blackrock funding, inc. /de (451.59K shares, 1.36%), Blackrock (418.47K shares, 1.26%), and Vanguard group (411.47K shares, 1.24%). Together, they hold 3.86% of NeoVolta’s total shares outstanding.

Does Blackrock own NeoVolta?

Yes, BlackRock owns 1.26% of NeoVolta, totaling 418.47K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.1M$. In the last quarter, BlackRock increased its holdings by 3.77K shares, a 0.91% change.

Who is NeoVolta’s biggest shareholder by percentage of total assets invested?

Bip wealth is NeoVolta’s biggest shareholder by percentage of total assets invested, with 0.08% of its assets in 219.11K NeoVolta shares, valued at 1.14M$.

Who is the top mutual fund holder of NeoVolta shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of NeoVolta shares, with 1.21% of its total shares outstanding invested in 402.66K NeoVolta shares.

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