NeoVolta Ownership | Who Owns NeoVolta?

NeoVolta Ownership Summary

NeoVolta is owned by 17.68% institutional investors, 14.80% insiders, and 67.52% 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 1.18% of its assets in NeoVolta shares.

NEOV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NeoVolta	17.68%	14.80%	67.52%
Sector	Industrials Stocks	39.05%	12.85%	48.10%
Industry	Electrical Equipment Stocks	24.63%	20.04%	55.33%
Idea	Energy Storage Stocks List	22.59%	17.22%	60.19%

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
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
Susquehanna group, llp	14.81K	0.04%	$77.18K
Charles schwab investment management	12.96K	0.04%	$67.54K

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
Tower research capital llc (trc)	3.06K	0.00%	$15.92K
Geode capital management	308.62K	0.00%	$1.61M
Jane street group	78.33K	0.00%	$408.13K
Two sigma securities	-	-	-
Marshall wace, llp	-	-	-
Bank of america corp /de/	232.00	-	$612.00
Susquehanna group, llp	14.81K	-	$77.18K
Barclays	4.53K	-	$24.00K

Top Buyers

Holder	Shares	% Assets	Change
Jane street group	78.33K	0.00%	78.33K
Blackrock funding, inc. /de	451.59K	-	30.42K
Vanguard group	411.47K	-	19.57K
Bip wealth	219.11K	0.08%	18.89K
Susquehanna group, llp	14.81K	-	14.81K

Top Sellers

Holder	Shares	% Assets	Change
Goldman sachs group	-	-	-113.62K
Truist financial	-	-	-65.00K
Schonfeld strategic advisors	-	-	-35.54K
Marshall wace, llp	-	-	-32.13K
Ubs group	3.03K	-	-25.79K

New Positions

Holder	Shares	% Assets	Change	Value
Jane street group	78.33K	0.00%	78.33K	$408.13K
Susquehanna group, llp	14.81K	-	14.81K	$77.18K
Allworth financial lp	950.00	-	950.00	$3.66K
Bank of america corp /de/	232.00	-	232.00	$612.00
Harbour investments	100.00	-	100.00	$521.00

Sold Out

Holder	Change
Fmr	-200.00
Wells fargo & company/mn	-221.00
Riggs asset managment	-600.00
Point72 (difc)	-1.60K
Beacon capital management	-5.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	22	-26.67%	5,946,185	-35.96%	17	2.27%	12	-53.85%	4	100.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	402.66K	1.18%	-
Fidelity Extended Market Index	156.34K	0.46%	-1.49K
iShares Micro-Cap ETF	58.39K	0.17%	-
Bridgeway Ultra-Small Company	52.20K	0.15%	52.20K
Fidelity Total Market Index	51.12K	0.15%	-
BlackRock Extended Equity Market K	49.25K	0.15%	-21.00
Extended Equity Market Fund K	48.73K	0.15%	149.00
Fidelity Series Total Market Index	40.14K	0.12%	1.52K
Spartan Extended Market Index Pool F	33.83K	0.10%	1.49K
Spartan Extended Market Index Pool E	32.33K	0.10%	5.31K

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 17.68%, followed by 14.80% insiders and 67.52% retail investors. The average institutional ownership in NeoVolta's industry, Electrical Equipment Stocks, is 24.63%, 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 1.18% of its total shares outstanding invested in 402.66K NeoVolta shares.

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