NeoVolta Ownership | Who Owns NeoVolta?

NeoVolta Ownership Summary

NeoVolta is owned by 29.85% institutional investors, 21.06% insiders, and 49.10% 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	29.85%	21.06%	49.10%
Sector	Industrials Stocks	49.74%	15.78%	34.48%
Industry	Electrical Equipment Stocks	33.05%	15.96%	50.99%
Idea	Energy Storage Stocks List	30.09%	17.59%	52.32%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Legacy wealth managment, llc/id	5.33M	15.21%	$16.40M
Blackrock funding, inc. /de	491.02K	1.40%	$1.51M
Vanguard group	473.76K	1.39%	$1.44M
Blackrock	418.47K	1.26%	$1.10M
Davidson kempner capital management lp	400.00K	1.14%	$1.23M
Geode capital management	371.22K	1.06%	$1.14M
Millennium management	259.90K	0.74%	$800.49K
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

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Legacy wealth managment, llc/id	5.33M	8.15%	$16.40M
683 capital management	170.00K	0.03%	$523.60K
Bip wealth	214.16K	0.03%	$659.61K
Davidson kempner capital management lp	400.00K	0.02%	$1.23M
Centennial wealth advisory	10.10K	0.01%	$31.11K
Sovran advisors	24.51K	0.00%	$62.99K
Schonfeld strategic advisors	50.72K	0.00%	$156.21K
Omers administration	34.00K	0.00%	$104.72K
Hudson bay capital management lp	59.18K	0.00%	$182.28K
Marshall wace, llp	125.99K	0.00%	$388.05K

Top Buyers

Holder	Shares	% Assets	Change
Davidson kempner capital management lp	400.00K	0.02%	400.00K
Millennium management	259.90K	0.00%	259.90K
Vanguard fiduciary trust	233.62K	0.00%	233.62K
Susquehanna group, llp	200.17K	0.00%	200.17K
Ubs group	238.93K	0.00%	173.07K

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
Rossby financial, lcc	-	-	-104.00K
Qube research	-	-	-64.97K
Arlington financial advisors	-	-	-58.00K

New Positions

Holder	Shares	% Assets	Change	Value
Davidson kempner capital management lp	400.00K	0.02%	400.00K	$1.23M
Vanguard fiduciary trust	233.62K	0.00%	233.62K	$719.53K
Susquehanna group, llp	200.17K	0.00%	200.17K	$616.51K
Goldman sachs group	63.64K	-	63.64K	$196.02K
Hudson bay capital management lp	59.18K	0.00%	59.18K	$182.28K

Sold Out

Holder	Change
Wells fargo & company/mn	-221.00
Quarry lp	-531.00
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 %
Mar 31, 2026	36	9.09%	10,448,762	22.08%	29	4.76%	20	5.26%	10	66.67%
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%

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
BlackRock Extended Equity Market Fund K	87.00K	0.23%	38.54K
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

Recent Insider Transactions

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

Insider Transactions Trends

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

NEOV Ownership FAQ

Who Owns NeoVolta?

NeoVolta shareholders are primarily institutional investors at 29.85%, followed by 21.06% insiders and 49.09% retail investors. The average institutional ownership in NeoVolta's industry, Electrical Equipment Stocks, is 33.05%, 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%), Blackrock funding, inc. /de (491.02K shares, 1.40%), and Vanguard group (473.76K shares, 1.39%). Together, they hold 18.00% 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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