NeovoltaNEOV
13F holders, Q3 2025 (September 30)25holders +2
6new positions
3sold out
1famous investor
$4.45avg. 13F price*
At the end of Q3 2025, 25 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, up 2 from Q2 2025. 6 opened new positions and 3 sold out. The largest holders were Legacy Wealth Managment, LLC ($24.5M), Vanguard Group Inc. ($2.0M) and BlackRock, Inc. ($1.9M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Neovolta Inc.
- CUSIP
- 640655106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $693K |
| Exits | 3 | $395K |
All 13F filers, Q2 2025 → Q3 2025: 1,258,350 shares bought and 307,859 shares sold, net +950,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Legacy Wealth Managment, LLC | 11.10% | Add +20.4% | 5,499,261 | $24.5M |
| Vanguard Group Inc. | 0.00% | Add +11.6% | 458,988 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +1.7% | 425,781 | $1.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 320,362 | $1.4M |
| BIP Wealth, LLC | 0.05% | No change | 226,225 | $1.0M |
| Sovran Advisors, LLC | 0.08% | Add +39.1% | 232,171 | $936K |
| UBS Group AG | 0.00% | Reduce -41.4% | 182,459 | $814K |
| State Street Corp. | 0.00% | Add +5.9% | 125,264 | $559K |
| Northern Trust Corp. | 0.00% | Reduce -24.2% | 94,094 | $420K |
| Marshall Wace, LLP | 0.00% | New | 83,590 | $373K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 52,200 | $233K |
| Mgo One Seven LLC | 0.00% | New | 36,800 | $164K |
| Morgan Stanley | 0.00% | Add +759.8% | 30,876 | $138K |
| Jane Street Group, LLC | 0.00% | Reduce -59.8% | 19,724 | $88K |
| Bank of America Corp. | 0.00% | Add +4929.4% | 14,736 | $66K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 12,964 | $58K |
| Cetera Investment Advisers | 0.00% | New | 12,500 | $56K |
| Millennium Management | 0.00% | New | 11,792 | $53K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,776 | $48K |
| Centennial Wealth Advisory LLC | 0.01% | No change | 10,100 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +105.6% | 2,266 | $10K |
| Allworth Financial LP | 0.00% | No change | 950 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $446 |
| FMR LLC | 0.00% | No change | 33 | $149 |
| Citigroup Inc. | 0.00% | New | 18 | $80 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.