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


TypeName% Inst% Insiders% Retail
StockNeoVolta27.93%15.12%56.95%
SectorIndustrials Stocks 51.07%11.01%37.92%
IndustryElectrical Equipment Stocks34.03%17.62%48.35%
IdeaEnergy Storage Stocks List19.78%18.71%61.51%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de451.59K1.36%$2.35M
Blackrock418.47K1.26%$1.10M
Vanguard group411.47K1.24%$2.14M
Geode capital management308.62K0.93%$1.61M
Bip wealth219.11K0.66%$1.14M
Goldman sachs group113.62K0.34%$591.94K
State street110.26K0.33%$574.48K
Northern trust87.12K0.26%$229.99K
Jane street group78.33K0.24%$408.13K
Schonfeld strategic advisors35.54K0.11%$185.18K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bip wealth219.11K0.08%$1.14M
Centennial wealth advisory10.10K0.02%$52.62K
Point72 asia (singapore) pte.9.12K0.01%$47.50K
Beacon capital management5.00K0.00%$26.05K
Schonfeld strategic advisors35.54K0.00%$185.18K
Tower research capital llc (trc)3.06K0.00%$15.92K
Point72 (difc)1.60K0.00%$8.33K
Marshall wace, llp32.13K0.00%$167.41K
Geode capital management308.62K0.00%$1.61M
Jane street group78.33K0.00%$408.13K

Top Buyers

HolderShares% AssetsChange
Goldman sachs group113.62K0.00%113.62K
Jane street group78.33K0.00%78.33K
Schonfeld strategic advisors35.54K0.00%35.54K
Marshall wace, llp32.13K0.00%32.13K
Blackrock funding, inc. /de451.59K-30.42K

Top Sellers

HolderShares% AssetsChange
Truist financial---65.00K
Ubs group3.03K--25.79K
Ci private wealth---25.00K
Squarepoint ops---14.67K
Two sigma securities---11.27K

New Positions

HolderShares% AssetsChangeValue
Goldman sachs group113.62K0.00%113.62K$591.94K
Jane street group78.33K0.00%78.33K$408.13K
Schonfeld strategic advisors35.54K0.00%35.54K$185.18K
Marshall wace, llp32.13K0.00%32.13K$167.41K
Balyasny asset management17.31K0.00%17.31K$90.18K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202430100.00%9,284,4668.71%274.23%26188.89%2-
Sep 30, 20241515.38%8,540,568439.71%25113.33%980.00%2-
Jun 30, 202413-7.14%1,582,426-4.01%419.34%525.00%2-
Mar 31, 202414-22.22%1,648,500-2.92%419.00%4-55.56%2100.00%
Dec 31, 20231820.00%1,698,1395.12%520.09%980.00%1-50.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr402.66K1.21%-
Fidelity Extended Market Index157.91K0.47%-1.27K
iShares Micro-Cap ETF66.92K0.20%-
Fidelity Total Market Index51.38K0.15%-
BlackRock Extended Equity Market K49.25K0.15%-21.00
Extended Equity Market Fund K48.58K0.15%-669.00
Fidelity Series Total Market Index36.69K0.11%-998.00
Northern Trust Extended Eq Market Idx32.26K0.10%7.92K
NT Ext Equity Mkt Idx Fd - L32.26K0.10%7.92K
NT Ext Equity Mkt Idx Fd - NL25.87K0.08%-

Insider Transactions Trends


DateBuySell
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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