NeovoltaNEOV
13F holders, Q4 2025 (December 31)33holders +8
10new positions
2sold out
1famous investor
$3.06avg. 13F price*
At the end of Q4 2025, 33 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, up 8 from Q3 2025. 10 opened new positions and 2 sold out. The largest holders were Legacy Wealth Managment, LLC ($17.2M), Sovran Advisors, LLC ($1.6M) and Vanguard Group Inc. ($1.4M). One famous investor held it Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Neovolta Inc.
- CUSIP
- 640655106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.2M |
| Exits | 2 | $53K |
All 13F filers, Q3 2025 → Q4 2025: 907,326 shares bought and 212,507 shares sold, net +694,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Legacy Wealth Managment, LLC | 8.26% | Add +3.1% | 5,669,083 | $17.2M |
| Sovran Advisors, LLC | 0.13% | Add +97.1% | 457,687 | $1.6M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 473,756 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +2.1% | 434,547 | $1.3M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 329,747 | $1.0M |
| BIP Wealth, LLC | 0.02% | No change | 226,225 | $688K |
| 683 Capital Management, LLC | 0.05% | New | 193,798 | $589K |
| State Street Corp. | 0.00% | Add +8.5% | 135,964 | $413K |
| Northern Trust Corp. | 0.00% | Add +22.1% | 114,913 | $349K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 75,600 | $230K |
| UBS Group AG | 0.00% | Reduce -63.9% | 65,860 | $200K |
| Qube Research & Technologies Ltd | 0.00% | Add +502.9% | 64,966 | $197K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 52,200 | $159K |
| Truist Financial Corp. | 0.00% | New | 42,416 | $129K |
| Mgo One Seven LLC | 0.00% | No change | 36,800 | $112K |
| Point72 Asset Management | 0.00% | New | 33,690 | $102K |
| Morgan Stanley | 0.00% | Reduce -18.5% | 25,154 | $76K |
| Lighthouse Investment Partners, LLC | 0.00% | New | 24,420 | $74K |
| Marshall Wace, LLP | 0.00% | Reduce -76.1% | 19,955 | $61K |
| Jane Street Group, LLC | 0.00% | Reduce -0.2% | 19,690 | $60K |
| Virtu Financial LLC | 0.00% | New | 16,223 | $49K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 12,964 | $39K |
| Cetera Investment Advisers | 0.00% | No change | 12,500 | $38K |
| Centennial Wealth Advisory LLC | 0.01% | No change | 10,100 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +122.1% | 5,033 | $15K |
| Barclays PLC | 0.00% | New | 2,257 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,000 | $3K |
| Allworth Financial LP | 0.00% | No change | 950 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 603 | $2K |
| Quarry LP | 0.00% | New | 531 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $304 |
| FMR LLC | 0.00% | Add +166.7% | 88 | $269 |
| Bank of America Corp. | 0.00% | Reduce -99.8% | 29 | $88 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.