NeovoltaNEOV
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 40 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, up 4 from Q1 2026. 17 opened new positions and 13 sold out. The largest holders were Legacy Wealth Managment, LLC ($15.4M), Marshall Wace, LLP ($6.2M) and Vanguard Capital Management LLC ($6.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Neovolta Inc.
- CUSIP
- 640655106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $14.1M |
| Exits | 13 | $3.4M |
All 13F filers, Q1 2026 → Q2 2026: 6,738,604 shares bought and 1,975,174 shares sold, net +4,763,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Legacy Wealth Managment, LLC | 6.36% | Reduce -8.1% | 4,896,515 | $15.4M |
| Marshall Wace, LLP | 0.01% | Add +1467.9% | 1,975,423 | $6.2M |
| Vanguard Capital Management LLC | 0.00% | Add +15.6% | 1,948,140 | $6.1M |
| AWM Investment Company, Inc. | 0.45% | New | 1,645,557 | $5.2M |
| Alyeska Investment Group, L.P. | 0.01% | New | 1,550,000 | $4.9M |
| BlackRock, Inc. | 0.00% | Add +5.6% | 518,297 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Add +18.1% | 438,387 | $1.4M |
| Arosa Capital Management LP | 0.89% | New | 320,000 | $1.0M |
| Renaissance Technologies | 0.00% | New | 263,751 | $831K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -5.9% | 219,931 | $693K |
| BIP Wealth, LLC | 0.02% | No change | 214,159 | $675K |
| HRT Financial LP | 0.00% | New | 178,411 | $561K |
| UBS Group AG | 0.00% | Reduce -27.3% | 173,800 | $547K |
| Citadel Advisors | 0.00% | New | 158,461 | $499K |
| State Street Corp. | 0.00% | No change | 149,164 | $470K |
| Scientech Research LLC | 0.27% | New | 107,676 | $339K |
| Mgo One Seven LLC | 0.00% | New | 88,500 | $279K |
| Northern Trust Corp. | 0.00% | Reduce -26.1% | 84,514 | $266K |
| Raymond James Financial Inc. | 0.00% | New | 38,790 | $122K |
| Centiva Capital, LP | 0.00% | New | 32,996 | $104K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.1% | 32,381 | $102K |
| Keel Point, LLC | 0.01% | New | 32,355 | $102K |
| Simplex Trading, LLC | 0.00% | Add +2972.7% | 23,721 | $75K |
| Group One Trading LLC | 0.00% | New | 20,289 | $64K |
| Independent Financial Group, LLC | 0.00% | New | 18,580 | $59K |
| Mariner, LLC | 0.00% | New | 16,000 | $50K |
| Sovran Advisors, LLC | 0.00% | No change | 24,509 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +10564.4% | 12,584 | $40K |
| Jane Street Group, LLC | 0.00% | New | 12,381 | $39K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.9% | 12,297 | $39K |
| Centennial Wealth Advisory LLC | 0.01% | No change | 10,100 | $32K |
| Morgan Stanley | 0.00% | Reduce -58.9% | 9,407 | $30K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 8,810 | $28K |
| JPMorgan Chase & Co. | 0.00% | Add +35753.8% | 9,322 | $22K |
| Wells Fargo & Company | 0.00% | New | 3,545 | $11K |
| Allworth Financial LP | 0.00% | No change | 950 | $3K |
| FMR LLC | 0.00% | Add +686.6% | 527 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $315 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 40 | $126 |
| Barclays PLC | 0.00% | Reduce -100.0% | 9 | $28 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.