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 Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.71% 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	66.34%	16.52%	17.14%
Industry	Electrical Equipment Stocks	50.38%	15.80%	33.83%
Idea	Energy Storage Stocks List	38.72%	15.66%	45.62%

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
Geode capital management	371.22K	1.06%	$1.14M
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
Susquehanna group, llp	200.17K	0.57%	$616.51K
State street	149.16K	0.43%	$459.43K

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
Sovran advisors	24.51K	0.00%	$62.99K
Marshall wace, llp	125.99K	0.00%	$388.05K
Vanguard fiduciary trust	233.62K	0.00%	$719.53K
Susquehanna group, llp	200.17K	0.00%	$616.51K
Geode capital management	371.22K	0.00%	$1.14M
Barclays	108.53K	0.00%	$334.26K
Ubs group	238.93K	0.00%	$735.90K

Top Buyers

Holder	Shares	% Assets	Change
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
Barclays	108.53K	0.00%	106.27K
Marshall wace, llp	125.99K	0.00%	106.04K

Top Sellers

Holder	Shares	% Assets	Change
Sovran advisors	24.51K	0.00%	-433.18K
Davidson kempner capital management lp	-	-	-400.00K
Legacy wealth managment, llc/id	5.33M	8.15%	-344.06K
Millennium management	-	-	-259.90K
683 capital management	-	-	-170.00K

New Positions

Holder	Shares	% Assets	Change	Value
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
Vanguard global advisers	8.81K	-	8.81K	$27.14K
Cibc private wealth group	1.00K	-	1.00K	$3.04K

Sold Out

Holder	Change
Wells fargo & company/mn	-221.00
Quarry lp	-531.00
Riggs asset managment	-600.00
Royal bank of canada	-899.00
Raymond james financial	-1.49K

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 Morn Total Stk Mkt Idx Investor	1.49M	2.71%	-
Vanguard Total Stock Mkt Idx Inv	1.49M	2.71%	-
Vanguard Institutional Extnd Mkt Idx Tr	415.24K	0.76%	41.13K
Fidelity Extended Market Index	188.44K	0.34%	15.22K
Extended Equity Market Fund K	87.00K	0.23%	38.54K
iShares Micro-Cap ETF	114.83K	0.21%	-1.53K
BlackRock Global Equity Mkt Netrl Instl	71.63K	0.19%	-
Blackrock Extended Mkt Fund CF	102.18K	0.19%	-
BlackRock Extended Equity Market Fund K	86.85K	0.16%	-159.00
BlackRock Extended Equity Market K	49.25K	0.15%	-21.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 11, 2026	Hass John A	-	Buy	$48.00K
Jun 01, 2026	Bond Steve	Executive Vice President	Buy	$85.63K
May 19, 2026	Bond Steve	Executive Vice President	Buy	$98.13K
Oct 08, 2025	Willson Brent	-	Sell	$5.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	3	-
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 50.38%, 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 Morn Total Stk Mkt Idx Investor is the top mutual fund holder of NeoVolta shares, with 2.71% of its total shares outstanding invested in 1.49M NeoVolta shares.

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