Phoenix Motor Ownership 2024 | Who Owns Phoenix Motor Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

0.75%

Insider Ownership

71.08%

Retail Ownership

28.17%

Institutional Holders

7.00

Phoenix Motor Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GEODE CAPITAL MANAGEMENT, LLC	0.56%	-	118,475	-5,873	-4.72%	39,818	Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD	0.11%	0.00%	23,185	-	-	8,000	Jun 30, 2024
VANGUARD GROUP INC	0.05%	-	10,112	10,112	100.00%	3,399	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	-	5,909	-4,934	-45.50%	1,985	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	125	125	100.00%	42	Jun 30, 2024
UBS GROUP AG	0.00%	-	120	120	100.00%	40	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	24	-6	-20.00%	8	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-120	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-34,000	-100.00%	-	Jun 30, 2024
LMR PARTNERS LLP	-	-	-	-276,571	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-20,228	-100.00%	-	Jun 30, 2024

Phoenix Motor's largest institutional shareholder is GEODE CAPITAL MANAGEMENT, LLC, holding 0.56% of the company's total share outstanding, currently valued at $39.82K. The top 10 institutional shareholders own together 0.75% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HARVEST FUND MANAGEMENT CO., LTD	0.11%	0.00%	23,185	-	-	8,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	-	5,909	-4,934	-45.50%	1,985	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.56%	-	118,475	-5,873	-4.72%	39,818	Jun 30, 2024
VANGUARD GROUP INC	0.05%	-	10,112	10,112	100.00%	3,399	Jun 30, 2024
UBS GROUP AG	0.00%	-	120	120	100.00%	40	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	125	125	100.00%	42	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	24	-6	-20.00%	8	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-120	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-34,000	-100.00%	-	Jun 30, 2024
LMR PARTNERS LLP	-	-	-	-276,571	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-20,228	-100.00%	-	Jun 30, 2024

The largest Phoenix Motor shareholder by % of total assets is HARVEST FUND MANAGEMENT CO., LTD. The company owns 23.18K shares of Phoenix Motor (PEV), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	0.05%	-	10,112	10,112	100.00%	3,399	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	125	125	100.00%	42	Jun 30, 2024
UBS GROUP AG	0.00%	-	120	120	100.00%	40	Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD	0.11%	0.00%	23,185	-	-	8,000	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	24	-6	-20.00%	8	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-120	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	-	5,909	-4,934	-45.50%	1,985	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.56%	-	118,475	-5,873	-4.72%	39,818	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-20,228	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-34,000	-100.00%	-	Jun 30, 2024
LMR PARTNERS LLP	-	-	-	-276,571	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Phoenix Motor's largest institutional buyer is VANGUARD GROUP INC. The company purchased 10.11K stocks of PEV, valued at $3.40K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LMR PARTNERS LLP	-	-	-	-276,571	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-34,000	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-20,228	-100.00%	-	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.56%	-	118,475	-5,873	-4.72%	39,818	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	-	5,909	-4,934	-45.50%	1,985	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-120	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	24	-6	-20.00%	8	Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD	0.11%	0.00%	23,185	-	-	8,000	Jun 30, 2024
UBS GROUP AG	0.00%	-	120	120	100.00%	40	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	125	125	100.00%	42	Jun 30, 2024
VANGUARD GROUP INC	0.05%	-	10,112	10,112	100.00%	3,399	Jun 30, 2024

As of Jun 30 2024, Phoenix Motor's biggest institutional seller is LMR PARTNERS LLP. The company sold -0.28M shares of PEV, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	0.05%	-	10,112	10,112	100.00%	3,399	Jun 30, 2024
UBS GROUP AG	0.00%	-	120	120	100.00%	40	Jun 30, 2024

Phoenix Motor's largest new institutional shareholder by number of shares is VANGUARD GROUP INC, purchased 10.11K shares, valued at $3.40K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LMR PARTNERS LLP	-	-	-	-276,571	-100.00%	-	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-34,000	-100.00%	-	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	-	-	-	-20,228	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-120	-100.00%	-	Jun 30, 2024

Phoenix Motor's largest sold out institutional shareholder by shares sold is LMR PARTNERS LLP, sold -0.28M shares, valued at -, as of undefined.

Phoenix Motor Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
FIDELITY CONCORD STREET TRUST	0.00%	43,914	3,548	8.79%	Feb 29, 2024
Tidal Trust II	0.00%	606	79	14.99%	Jan 31, 2024
VANGUARD INDEX FUNDS	0.00%	91	91	-	Mar 31, 2024

Phoenix Motor's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 43.91K shares, compromising 0.00% of its total assets.

Phoenix Motor Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	7	-12.50%
31 Mar, 24	8	-11.11%
31 Dec, 23	9	80.00%
30 Sep, 23	5	66.67%
30 Jun, 23	3	-40.00%
31 Mar, 23	5	-16.67%
31 Dec, 22	6	100.00%
30 Sep, 22	3	-40.00%
30 Jun, 22	5	-

As of 30 Jun 24, 7 institutions are holding Phoenix Motor's shares, representing a decrease of -12.50% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	157,950	-67.72%
31 Mar, 24	489,325	4.33%
31 Dec, 23	469,037	699.48%
30 Sep, 23	58,668	183.48%
30 Jun, 23	20,696	-47.51%
31 Mar, 23	39,428	55.55%
31 Dec, 22	25,347	70.39%
30 Sep, 22	14,876	-88.90%
30 Jun, 22	133,986	-

Phoenix Motor (PEV) has 157.95K shares outstanding as of 30 Jun 24, down -67.72% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	0.75%	14.11%
31 Mar, 24	2.30%	47.36%
31 Dec, 23	2.20%	2893.58%
30 Sep, 23	0.28%	2793.06%
30 Jun, 23	0.10%	277.28%
31 Mar, 23	0.19%	1132.33%
31 Dec, 22	0.13%	2261.24%
30 Sep, 22	0.08%	13.62%
30 Jun, 22	0.74%	-

As of 30 Jun 24, Phoenix Motor is held by 0.75% institutional shareholders, representing a 14.11% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	3	-40.00%
31 Mar, 24	5	-28.57%
31 Dec, 23	7	75.00%
30 Sep, 23	4	100.00%
30 Jun, 23	2	-33.33%
31 Mar, 23	3	-25.00%
31 Dec, 22	4	33.33%
30 Sep, 22	3	-40.00%
30 Jun, 22	5	-

3 institutional shareholders have increased their position in PEV stock as of 30 Jun 24 compared to 5 in the previous quarter (a -40.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	3	-
31 Mar, 24	3	50.00%
31 Dec, 23	2	100.00%
30 Sep, 23	1	-
30 Jun, 23	1	-50.00%
31 Mar, 23	2	-
31 Dec, 22	2	-
30 Sep, 22	-	-
30 Jun, 22	-	-

3 institutional shareholders have reduced their position in PEV stock as of 30 Jun 24 compared to 3 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	7	-12.50%	157,950	-67.72%	0.75%	14.11%	3	-40.00%	3	-
31 Mar, 24	8	-11.11%	489,325	4.33%	2.30%	47.36%	5	-28.57%	3	50.00%
31 Dec, 23	9	80.00%	469,037	699.48%	2.20%	2893.58%	7	75.00%	2	100.00%
30 Sep, 23	5	66.67%	58,668	183.48%	0.28%	2793.06%	4	100.00%	1	-
30 Jun, 23	3	-40.00%	20,696	-47.51%	0.10%	277.28%	2	-33.33%	1	-50.00%
31 Mar, 23	5	-16.67%	39,428	55.55%	0.19%	1132.33%	3	-25.00%	2	-
31 Dec, 22	6	100.00%	25,347	70.39%	0.13%	2261.24%	4	33.33%	2	-
30 Sep, 22	3	-40.00%	14,876	-88.90%	0.08%	13.62%	3	-40.00%	-	-
30 Jun, 22	5	-	133,986	-	0.74%	-	5	-	-	-

Phoenix Motor Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Sep 28, 2023	EdisonFuture, Inc.	10 percent owner	-	S-Sale	Sell	12,000,000	$1.02	$12.24M	5,500,000

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 13, 2024	YUNG MICHAEL	officer	Chief Financial Officer		Sell	200,000	$0.70	$140.00K	-
May 07, 2024	Liu Wei	officer	Chief Operating Officer		Sell	100,000	$1.73	$173.00K	-
Jan 03, 2024	Hastings James Mark	officer	Chief Investment Officer		Sell	25,000	$1.57	$39.25K	-
Oct 16, 2023	Palo Alto Clean Tech Holding Ltd	10 percent owner	-		Sell	-	-	-	12,000,000
Sep 28, 2023	EdisonFuture, Inc.	10 percent owner	-	S-Sale	Sell	12,000,000	$1.02	$12.24M	5,500,000
Oct 07, 2022	EdisonFuture, Inc.	10 percent owner	-		Sell	-	-	-	17,500,000
Oct 07, 2022	Perkowski John	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Stivers Steven E.	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Fu Zhenxing	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Van Sam	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Cheong Hoong Khoeng	director	-		Sell	25,000	$1.72	$43.00K	-
Oct 07, 2022	Peng Xiaofeng	director, officer	Chairman		Sell	1,050,000	$1.72	$1.81M	-
Oct 07, 2022	Wang Wenbing	officer	Chief Financial Officer		Sell	125,000	$1.72	$215.00K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 13, 2024	YUNG MICHAEL	officer	Chief Financial Officer		Sell	200,000	$0.70	$140.00K	-
May 07, 2024	Liu Wei	officer	Chief Operating Officer		Sell	100,000	$1.73	$173.00K	-
May 06, 2024	Li Steven	director			Buy	-	-	-	-
May 03, 2024	Chen Kristine	director			Buy	-	-	-	-
Jan 03, 2024	Hastings James Mark	officer	Chief Investment Officer		Sell	25,000	$1.57	$39.25K	-
Oct 16, 2023	Palo Alto Clean Tech Holding Ltd	10 percent owner	-		Sell	-	-	-	12,000,000
Sep 28, 2023	EdisonFuture, Inc.	10 percent owner	-	S-Sale	Sell	12,000,000	$1.02	$12.24M	5,500,000
Dec 14, 2022	Wang Wenbing	officer	Chief Financial Officer	A-Award	Buy	3,000	$1.52	$4.56K	154,000
Dec 14, 2022	Wang Wenbing	officer	Chief Financial Officer	A-Award	Buy	1,000	$1.63	$1.63K	151,000
Oct 07, 2022	EdisonFuture, Inc.	10 percent owner	-		Sell	-	-	-	17,500,000
Oct 07, 2022	Zhou Liang Lance	officer	Chief Executive Officer	A-Award	Buy	175,000	-	-	175,000
Oct 07, 2022	Peng Xiaofeng	officer	See Remarks	A-Award	Buy	150,000	-	-	150,000
Oct 07, 2022	Wang Wenbing	officer	Chief Financial Officer	A-Award	Buy	150,000	-	-	150,000
Oct 07, 2022	Perkowski John	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Stivers Steven E.	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Fu Zhenxing	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Van Sam	director	-		Sell	3,750	$0.04	$150.00	-
Oct 07, 2022	Cheong Hoong Khoeng	director	-		Sell	25,000	$1.72	$43.00K	-
Oct 07, 2022	Peng Xiaofeng	director, officer	Chairman		Sell	1,050,000	$1.72	$1.81M	-
Oct 07, 2022	Wang Wenbing	officer	Chief Financial Officer		Sell	125,000	$1.72	$215.00K	-

The last insider sell of Phoenix Motor's stock was made by YUNG MICHAEL on May 13 2024, selling 200,000 shares at $0.70 per share (valued at $140.00K).

Phoenix Motor Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2026	-	1	-
Q2 2024	-	2	-
Q3 2023	-	2	-
Q1 2023	-	1	-
Q4 2022	2	-	-
Q3 2022	3	-	-
Q2 2022	-	5	-
Q1 2022	-	2	-
Q1 2021	-	1	-

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Phoenix Motor's insiders, as of Q3 2026.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2026	-	-	-
Q2 2024	-	-	-
Q3 2023	-	1	-
Q1 2023	-	-	-
Q4 2022	-	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q1 2021	-	-	-

As of Q3 2026, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Phoenix Motor's stocks.

Phoenix Motor Peer Ownership

Ticker	Company
VLCN	Volcon, Inc.
ZAPP	Zapp Electric Vehicles Group Limited
GP	GreenPower Motor Company Inc.
EVTV	Envirotech Vehicles, Inc.

PEV Ownership FAQ

Who Owns Phoenix Motor?

Phoenix Motor is owned by institutional shareholders (0.75%), insiders (71.08%), and public (28.17%). The largest institutional shareholder of Phoenix Motor is GEODE CAPITAL MANAGEMENT, LLC (0.56% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Who are the major institutional shareholders of Phoenix Motor?

Phoenix Motor's major institutional shareholders are GEODE CAPITAL MANAGEMENT, LLC, HARVEST FUND MANAGEMENT CO., LTD, VANGUARD GROUP INC, TOWER RESEARCH CAPITAL LLC (TRC), and BANK OF AMERICA CORP /DE/. The top five shareholders own together 0.74% of the company's share outstanding.

How many Phoenix Motor shareholders are there?

As of Jun 2024, there are 7 institutional shareholders of Phoenix Motor.

What percentage of Phoenix Motor is owned by GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC owns 118.48K shares of Phoenix Motor, representing 0.56% of the company's total shares outstanding, valued at $39.82K (as of Jun 2024).

What percentage of Phoenix Motor is owned by HARVEST FUND MANAGEMENT CO., LTD?

As of Jun 2024, HARVEST FUND MANAGEMENT CO., LTD holds 23.18K shares of Phoenix Motor (PEV), compromising 0.11% of the company, valued at $8K.

What percentage of Phoenix Motor is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC is the third largest holder of Phoenix Motor. The company owns 10.11K of the company's shares outstanding (worth $3.4K).