NeoVolta Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 4.90 M | $15.42 M | -8.05% | 12.18% |
| MARSHALL WACE, LLP | 08/13/2026 | 1.98 M | $6.22 M | 1,467.91% | 4.92% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.95 M | $6.14 M | 15.55% | 4.85% |
| AWM INVESTMENT COMPANY, INC. | 08/14/2026 | 1.65 M | $5.18 M | 100.00% | 4.09% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 1.55 M | $4.88 M | 100.00% | 3.86% |
| BLACKROCK, INC. | 08/07/2026 | 518.30 K | $1.63 M | 5.56% | 1.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 438.39 K | $1.38 M | 18.09% | 1.09% |
| AROSA CAPITAL MANAGEMENT LP | 08/14/2026 | 320.00 K | $1.01 M | 100.00% | 0.80% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 263.75 K | $830.82 K | 100.00% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 219.93 K | $692.78 K | -5.86% | 0.55% |
| BIP WEALTH, LLC | 08/03/2026 | 214.16 K | $674.60 K | 0.00% | 0.53% |
| HRT FINANCIAL LP | 08/14/2026 | 178.41 K | $561.00 K | 100.00% | 0.44% |
| UBS GROUP AG | 08/13/2026 | 173.80 K | $547.47 K | -27.26% | 0.43% |
| CITADEL ADVISORS LLC | 09/02/2026 | 158.46 K | $499.15 K | 100.00% | 0.39% |
| STATE STREET CORP | 09/22/2026 | 149.16 K | $469.87 K | 0.00% | 0.37% |
| SCIENTECH RESEARCH LLC | 08/14/2026 | 107.68 K | $339.18 K | 100.00% | 0.27% |
| MGO ONE SEVEN LLC | 07/31/2026 | 88.50 K | $278.78 K | 100.00% | 0.22% |
| NORTHERN TRUST CORP | 08/13/2026 | 84.51 K | $266.22 K | -26.08% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 76.40 K | $240.66 K | 478.79% | 0.19% |
| JANE STREET GROUP, LLC | 08/14/2026 | 58.30 K | $183.65 K | 100.00% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 38.79 K | $122.19 K | 100.00% | 0.10% |
| CENTIVA CAPITAL, LP | 08/13/2026 | 33.00 K | $103.94 K | 100.00% | 0.08% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 32.38 K | $102.00 K | -49.12% | 0.08% |
| KEEL POINT, LLC | 08/14/2026 | 32.36 K | $101.92 K | 100.00% | 0.08% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 24.51 K | $49.26 K | 0.00% | 0.06% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 23.72 K | $74.72 K | 2,972.67% | 0.06% |
| CITADEL ADVISORS LLC | 09/02/2026 | 22.30 K | $70.25 K | 100.00% | 0.06% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 20.29 K | $63.91 K | 100.00% | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 18.58 K | $58.53 K | 100.00% | 0.05% |
| MARINER, LLC | 08/13/2026 | 16.00 K | $50.40 K | 100.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 13.10 K | $41.27 K | 100.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 12.58 K | $39.64 K | 10,564.41% | 0.03% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.38 K | $39.00 K | 100.00% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 12.30 K | $38.74 K | -93.86% | 0.03% |
| JANE STREET GROUP, LLC | 08/14/2026 | 10.50 K | $33.08 K | 100.00% | 0.03% |
| CENTENNIAL WEALTH ADVISORY LLC | 07/13/2026 | 10.10 K | $31.82 K | 0.00% | 0.03% |
| MORGAN STANLEY | 08/13/2026 | 9.41 K | $29.63 K | -58.91% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2026 | 9.32 K | $21.91 K | 35,753.85% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 8.81 K | $27.75 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.55 K | $11.17 K | 100.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 950 | $2.99 K | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 527 | $1.66 K | 686.57% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 100 | $315 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 40 | $126 | 100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 9 | $28 | -99.99% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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NeoVolta Inc institutional Ownership - FAQ's
During the previous two years, 58 institutional investors and hedge funds held shares of NeoVolta Inc. The most heavily invested institutionals were:
Legacy Wealth Managment, LLC/ID: 4.9 M
MARSHALL WACE, LLP: 1.98 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.95 M
AWM Investment Company, Inc.: 1.65 M
Alyeska Investment Group, L.P.: 1.55 M
BlackRock, Inc.: 518,297
37.95% of NeoVolta Inc stock is owned by institutional investors.
Institutional investors have bought a total of 20.73 M shares in the last 24 months. This purchase volume represents approximately $75.25 M in transactions.