NeoVolta Ownership | Who Owns NeoVolta?

NeoVolta Ownership Summary

NeoVolta is owned by 20.42% institutional investors, 11.55% insiders, and 68.02% retail investors. Legacy wealth managment, llc/id is the largest institutional shareholder, holding 15.21% of NEOV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.30% of its assets in NeoVolta shares.

NEOV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NeoVolta	20.42%	11.55%	68.02%
Sector	Industrials Stocks	47.66%	12.56%	39.78%
Industry	Electrical Equipment Stocks	30.79%	17.25%	51.96%
Idea	Energy Storage Stocks List	25.85%	17.15%	57.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Legacy wealth managment, llc/id	5.33M	15.21%	$16.40M
Vanguard group	473.76K	1.39%	$1.44M
Blackrock funding, inc. /de	434.55K	1.27%	$1.32M
Blackrock	418.47K	1.26%	$1.10M
Geode capital management	329.75K	0.96%	$1.00M
Ubs group	238.93K	0.68%	$735.90K
Vanguard fiduciary trust	233.62K	0.67%	$719.53K
Bip wealth	214.16K	0.61%	$659.61K
State street	125.26K	0.37%	$558.68K
Northern trust	94.09K	0.28%	$419.66K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Legacy wealth managment, llc/id	5.33M	8.15%	$16.40M
Bip wealth	214.16K	0.03%	$659.61K
Centennial wealth advisory	10.10K	0.01%	$31.11K
Bridgeway capital management	52.20K	0.01%	$232.81K
Sovran advisors	24.51K	0.00%	$62.99K
Mgo one seven	36.80K	0.00%	$111.87K
Marshall wace, llp	83.59K	0.00%	$372.81K
Tower research capital llc (trc)	2.27K	0.00%	$10.11K
Truist financial	42.42K	0.00%	$130.64K
Vanguard fiduciary trust	233.62K	0.00%	$719.53K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	233.62K	0.00%	233.62K
Ubs group	238.93K	0.00%	173.07K
Marshall wace, llp	83.59K	0.00%	83.59K
Susquehanna group, llp	14.81K	-	14.81K
Vanguard group	473.76K	-	14.77K

Top Sellers

Holder	Shares	% Assets	Change
Sovran advisors	24.51K	0.00%	-433.18K
Legacy wealth managment, llc/id	5.33M	8.15%	-344.06K
Goldman sachs group	-	-	-113.62K
Rossby financial, lcc	-	-	-104.00K
Arlington financial advisors	-	-	-58.00K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	233.62K	0.00%	233.62K	$719.53K
Marshall wace, llp	83.59K	0.00%	83.59K	$372.81K
Susquehanna group, llp	14.81K	-	14.81K	$77.18K
Cetera investment advisers	12.50K	0.00%	12.50K	$55.75K
Qube research	10.78K	-	10.78K	$48.06K

Sold Out

Holder	Change
Citigroup	-18.00
Wells fargo & company/mn	-221.00
Riggs asset managment	-600.00
Raymond james financial	-1.49K
Point72 (difc)	-1.60K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	10	-60.00%	6,983,480	-11.20%	20	3.73%	5	-66.67%	1	-66.67%
Sep 30, 2025	7	-68.18%	977,266	-91.48%	2	0.25%	4	-55.56%	-	-100.00%
Jun 30, 2025	23	4.55%	11,480,590	93.07%	34	10.92%	9	-25.00%	7	75.00%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.26M	3.30%	1.26M
Vanguard Institutional Extnd Mkt Idx Tr	375.42K	0.98%	62.66K
Fidelity Extended Market Index	175.66K	0.46%	18.63K
Blackrock Extended Mkt Fund CF	102.18K	0.27%	45.67K
Extended Equity Market Fund K	87.00K	0.23%	38.54K
iShares Micro-Cap ETF	83.37K	0.22%	-
BlackRock Global Equity Mkt Netrl Instl	71.63K	0.19%	-
NewDeal Invest, kl n	62.29K	0.16%	7.77K
BlackRock Extended Equity Market K	49.25K	0.15%	-21.00
Extended Equity Market Fund B	56.51K	0.15%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 08, 2025	Willson Brent	-	Sell	$5.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	-	1
2025 Q1	-	-
2024 Q4	-	-
2024 Q2	-	-

NEOV Ownership FAQ

Who Owns NeoVolta?

NeoVolta shareholders are primarily institutional investors at 20.42%, followed by 11.55% insiders and 68.03% retail investors. The average institutional ownership in NeoVolta's industry, Electrical Equipment Stocks, is 30.79%, which NeoVolta falls below.

Who owns the most shares of NeoVolta?

NeoVolta’s largest shareholders are Legacy wealth managment, llc/id (5.33M shares, 15.21%), Vanguard group (473.76K shares, 1.39%), and Blackrock funding, inc. /de (434.55K shares, 1.27%). Together, they hold 17.87% 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?

Legacy wealth managment, llc/id is NeoVolta’s biggest shareholder by percentage of total assets invested, with 8.15% of its assets in 5.33M NeoVolta shares, valued at 16.4M$.

Who is the top mutual fund holder of NeoVolta shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of NeoVolta shares, with 3.30% of its total shares outstanding invested in 1.26M NeoVolta shares.

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