NeoVolta Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 5.67 M | $17.23 M | 3.09% | 16.58% |
| VANGUARD GROUP INC | 01/29/2026 | 473.76 K | $1.44 M | 3.22% | 1.35% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 457.69 K | $1.57 M | 97.13% | 1.34% |
| BLACKROCK, INC. | 02/12/2026 | 434.55 K | $1.32 M | 2.06% | 1.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 329.75 K | $1.00 M | 2.93% | 0.94% |
| BIP WEALTH, LLC | 01/21/2026 | 226.23 K | $687.72 K | 0.00% | 0.66% |
| 683 CAPITAL MANAGEMENT, LLC | 02/17/2026 | 193.80 K | $589.15 K | 100.00% | 0.55% |
| STATE STREET CORP | 02/13/2026 | 135.96 K | $413.33 K | 8.54% | 0.39% |
| NORTHERN TRUST CORP | 02/17/2026 | 114.91 K | $349.34 K | 22.13% | 0.34% |
| OMERS ADMINISTRATION CORP | 02/13/2026 | 75.60 K | $229.82 K | 100.00% | 0.22% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 64.97 K | $197.50 K | 502.88% | 0.19% |
| UBS GROUP AG | 01/29/2026 | 65.86 K | $200.22 K | -63.90% | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 52.20 K | $158.69 K | 0.00% | 0.15% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 42.42 K | $128.95 K | 100.00% | 0.12% |
| MGO ONE SEVEN LLC | 02/03/2026 | 36.80 K | $111.87 K | 0.00% | 0.11% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 33.69 K | $102.42 K | 100.00% | 0.10% |
| MORGAN STANLEY | 02/13/2026 | 25.15 K | $76.47 K | -18.53% | 0.07% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 02/17/2026 | 24.42 K | $74.24 K | 100.00% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 19.69 K | $59.86 K | -0.17% | 0.06% |
| MARSHALL WACE, LLP | 02/13/2026 | 19.96 K | $60.66 K | -76.13% | 0.06% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 16.22 K | $49.00 K | 100.00% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 12.96 K | $39.41 K | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 12.50 K | $38.00 K | 0.00% | 0.04% |
| CENTENNIAL WEALTH ADVISORY LLC | 01/14/2026 | 10.10 K | $30.70 K | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 5.03 K | $15.30 K | 122.11% | 0.01% |
| BARCLAYS PLC | 02/13/2026 | 2.26 K | $6.86 K | -80.33% | 0.01% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 1.00 K | $3.04 K | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 950 | $2.89 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 603 | $1.83 K | 100.00% | 0.00% |
| QUARRY LP | 02/13/2026 | 531 | $1.61 K | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 100 | $304 | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 88 | $269 | 166.67% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 29 | $88 | -99.80% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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NeoVolta Inc institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of NeoVolta Inc. The most heavily invested institutionals were:
Legacy Wealth Managment, LLC/ID: 5.33 M
UBS Group AG: 238,928
VANGUARD FIDUCIARY TRUST CO: 233,615
BIP Wealth, LLC: 214,159
TRUIST FINANCIAL CORP: 42,416
Sovran Advisors, LLC: 24,509
25.03% of NeoVolta Inc stock is owned by institutional investors.
Institutional investors have bought a total of 13.18 M shares in the last 24 months. This purchase volume represents approximately $47.83 M in transactions.