NeoVolta Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 5.33 M | $16.40 M | -6.07% | 15.21% |
| 05/15/2026 | 1.69 M | $5.19 M | 100.00% | 4.82% | |
| BLACKROCK, INC. | 05/13/2026 | 491.02 K | $1.51 M | 12.99% | 1.40% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 05/15/2026 | 400.00 K | $1.23 M | 100.00% | 1.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 371.22 K | $1.14 M | 12.58% | 1.06% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 259.90 K | $800.49 K | 100.00% | 0.74% |
| UBS GROUP AG | 05/05/2026 | 238.93 K | $735.90 K | 262.78% | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 233.62 K | $719.53 K | 100.00% | 0.67% |
| BIP WEALTH, LLC | 04/27/2026 | 214.16 K | $659.61 K | -5.33% | 0.61% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 200.17 K | $616.51 K | 100.00% | 0.57% |
| 683 CAPITAL MANAGEMENT, LLC | 05/15/2026 | 170.00 K | $523.60 K | -12.28% | 0.49% |
| STATE STREET CORP | 05/15/2026 | 149.16 K | $459.43 K | 9.71% | 0.43% |
| MARSHALL WACE, LLP | 05/15/2026 | 125.99 K | $388.05 K | 531.38% | 0.36% |
| NORTHERN TRUST CORP | 05/14/2026 | 114.33 K | $352.14 K | -0.51% | 0.33% |
| BARCLAYS PLC | 05/15/2026 | 108.53 K | $334.26 K | 4,708.46% | 0.31% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 63.64 K | $196.02 K | 100.00% | 0.18% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 59.18 K | $182.28 K | 100.00% | 0.17% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2026 | 50.72 K | $156.21 K | 100.00% | 0.14% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 42.42 K | $130.64 K | 0.00% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 38.19 K | $117.62 K | 131,579.31% | 0.11% |
| OMERS ADMINISTRATION CORP | 05/15/2026 | 34.00 K | $104.72 K | -55.03% | 0.10% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 24.51 K | $62.99 K | -94.65% | 0.07% |
| MORGAN STANLEY | 05/15/2026 | 22.89 K | $70.51 K | -8.99% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.20 K | $40.66 K | 100.00% | 0.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 12.96 K | $39.93 K | 0.00% | 0.04% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 12.51 K | $38.53 K | 100.00% | 0.04% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 11.17 K | $34.41 K | 100.00% | 0.03% |
| CENTENNIAL WEALTH ADVISORY LLC | 04/20/2026 | 10.10 K | $31.11 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 8.81 K | $27.14 K | 100.00% | 0.03% |
| CITIGROUP INC | 05/11/2026 | 4.95 K | $15.26 K | 100.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 950 | $2.93 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 899 | $3.00 K | 100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 772 | $2.38 K | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 118 | $363 | -97.66% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 100 | $308 | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 67 | $205 | -23.86% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 26 | $79 | -95.69% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| MGO ONE SEVEN LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| QUARRY LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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NeoVolta Inc institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of NeoVolta Inc. The most heavily invested institutionals were:
Legacy Wealth Managment, LLC/ID: 5.33 M
BlackRock, Inc.: 491,016
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP: 400,000
GEODE CAPITAL MANAGEMENT, LLC: 371,218
MILLENNIUM MANAGEMENT LLC: 259,900
UBS Group AG: 238,928
29.96% of NeoVolta Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.28 M shares in the last 24 months. This purchase volume represents approximately $51.84 M in transactions.