NeovoltaNEOV
13F holders, Q1 2026 (March 31)36holders +3
11new positions
9sold out
1famous investor
$3.08avg. 13F price*
At the end of Q1 2026, 36 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, up 3 from Q4 2025. 11 opened new positions and 9 sold out. The largest holders were Legacy Wealth Managment, LLC ($16.4M), Vanguard Capital Management LLC ($5.2M) and BlackRock, Inc. ($1.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.3M |
| Exits | 9 | $793K |
All 13F filers, Q4 2025 → Q1 2026: 1,598,589 shares bought and 1,124,079 shares sold, net +474,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Legacy Wealth Managment, LLC | 8.17% | Reduce -6.1% | 5,325,024 | $16.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,685,921 | $5.2M |
| BlackRock, Inc. | 0.00% | Add +13.0% | 491,016 | $1.5M |
| Davidson Kempner Capital Management LP | 0.03% | New | 400,000 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Add +12.6% | 371,218 | $1.1M |
| Millennium Management | 0.00% | New | 259,900 | $800K |
| UBS Group AG | 0.00% | Add +262.8% | 238,928 | $736K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 233,615 | $720K |
| BIP Wealth, LLC | 0.03% | Reduce -5.3% | 214,159 | $660K |
| Susquehanna International Group, LLP | 0.00% | New | 200,167 | $617K |
| 683 Capital Management, LLC | 0.05% | Reduce -12.3% | 170,000 | $524K |
| State Street Corp. | 0.00% | Add +9.7% | 149,164 | $459K |
| Marshall Wace, LLP | 0.00% | Add +531.4% | 125,991 | $388K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 114,330 | $352K |
| Barclays PLC | 0.00% | Add +4708.5% | 108,527 | $334K |
| Goldman Sachs Group Inc. | 0.00% | New | 63,643 | $196K |
| Hudson Bay Capital Management LP | 0.00% | New | 59,182 | $182K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 50,718 | $156K |
| Truist Financial Corp. | 0.00% | No change | 42,416 | $131K |
| Bank of America Corp. | 0.00% | Add +131579.3% | 38,187 | $118K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -55.0% | 34,000 | $105K |
| Morgan Stanley | 0.00% | Reduce -9.0% | 22,892 | $71K |
| Sovran Advisors, LLC | 0.00% | Reduce -94.7% | 24,509 | $63K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 12,964 | $40K |
| Brevan Howard Capital Management LP | 0.00% | New | 12,510 | $39K |
| Squarepoint Ops LLC | 0.00% | New | 11,173 | $34K |
| Centennial Wealth Advisory LLC | 0.01% | No change | 10,100 | $31K |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,810 | $27K |
| Citigroup Inc. | 0.00% | New | 4,953 | $15K |
| Royal Bank of Canada | 0.00% | New | 899 | $3K |
| Allworth Financial LP | 0.00% | No change | 950 | $3K |
| Simplex Trading, LLC | 0.00% | New | 772 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 118 | $363 |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $308 |
| FMR LLC | 0.00% | Reduce -23.9% | 67 | $205 |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.7% | 26 | $79 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.