NeoVolta Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGACY WEALTH MANAGMENT, LLC/ID | 11/12/2025 | 5.50 M | $24.53 M | 20.41% | 16.37% |
| VANGUARD GROUP INC | 11/07/2025 | 458.99 K | $2.05 M | 11.55% | 1.37% |
| BLACKROCK, INC. | 11/12/2025 | 425.78 K | $1.90 M | 1.73% | 1.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 320.36 K | $1.43 M | 0.24% | 0.95% |
| SOVRAN ADVISORS, LLC | 10/31/2025 | 232.17 K | $935.65 K | 39.09% | 0.69% |
| BIP WEALTH, LLC | 10/30/2025 | 226.23 K | $1.01 M | 0.00% | 0.67% |
| UBS GROUP AG | 11/13/2025 | 182.46 K | $813.77 K | -41.39% | 0.54% |
| STATE STREET CORP | 11/14/2025 | 125.26 K | $558.68 K | 5.92% | 0.37% |
| NORTHERN TRUST CORP | 11/14/2025 | 94.09 K | $419.66 K | -24.22% | 0.28% |
| MARSHALL WACE, LLP | 11/13/2025 | 83.59 K | $372.81 K | 100.00% | 0.25% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 52.20 K | $232.81 K | 0.00% | 0.16% |
| MGO ONE SEVEN LLC | 10/24/2025 | 36.80 K | $164.13 K | 100.00% | 0.11% |
| MORGAN STANLEY | 11/14/2025 | 30.88 K | $137.71 K | 759.82% | 0.09% |
| JANE STREET GROUP, LLC | 11/14/2025 | 19.72 K | $87.97 K | -59.76% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 14.74 K | $65.72 K | 4,929.35% | 0.04% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 12.96 K | $57.82 K | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 12.50 K | $55.75 K | 100.00% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 11.79 K | $52.59 K | 100.00% | 0.04% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 10.78 K | $48.06 K | 100.00% | 0.03% |
| CENTENNIAL WEALTH ADVISORY LLC | 10/22/2025 | 10.10 K | $45.05 K | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 2.27 K | $10.11 K | 105.63% | 0.01% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 950 | $4.24 K | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 100 | $446 | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 33 | $149 | 0.00% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 18 | $80 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROSSBY FINANCIAL, LCC | 11/10/2025 | 0 | $0 | -100.00% | 0.00% |
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NeoVolta Inc. institutional Ownership - FAQ's
During the previous two years, 31 institutional investors and hedge funds held shares of NeoVolta Inc.. The most heavily invested institutionals were:
Legacy Wealth Managment, LLC/ID: 5.5 M
VANGUARD GROUP INC: 458,988
BlackRock, Inc.: 425,781
GEODE CAPITAL MANAGEMENT, LLC: 320,362
Sovran Advisors, LLC: 232,171
BIP Wealth, LLC: 226,225
23.41% of NeoVolta Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 12.87 M shares in the last 24 months. This purchase volume represents approximately $62.67 M in transactions.