Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NEOV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 5.3M | $16.4M | -6.1% | 14.852% | 8.65% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $5.2M | β | 4.702% | 0.00% |
| 3 | BlackRock, Inc. | 491K | $1.5M | +13.0% | 1.370% | 0.00% |
| 4 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 400K | $1.2M | β | 1.116% | 0.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 371K | $1.1M | +12.6% | 1.035% | 0.00% |
| 6 | MILLENNIUM MANAGEMENT LLC | 260K | $800K | β | 0.725% | 0.00% |
| 7 | UBS Group AG | 239K | $736K | +262.8% | 0.666% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 234K | $720K | β | 0.652% | 0.00% |
| 9 | BIP Wealth, LLC | 214K | $660K | -5.3% | 0.597% | 0.03% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 213K | $657K | β | 0.595% | 0.00% |
| 11 | 683 Capital Management, LLC | 170K | $524K | -12.3% | 0.474% | 0.04% |
| 12 | STATE STREET CORP | 149K | $459K | +9.7% | 0.416% | 0.00% |
| 13 | MARSHALL WACE, LLP | 126K | $388K | +531.4% | 0.351% | 0.00% |
| 14 | NORTHERN TRUST CORP | 114K | $352K | -0.5% | 0.319% | 0.00% |
| 15 | BARCLAYS PLC | 109K | $334K | +4708.5% | 0.303% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 64K | $196K | β | 0.178% | 0.00% |
| 17 | Hudson Bay Capital Management LP | 59K | $182K | β | 0.165% | 0.00% |
| 18 | Schonfeld Strategic Advisors LLC | 51K | $156K | β | 0.142% | 0.00% |
| 19 | TRUIST FINANCIAL CORP | 42K | $131K | 0.0% | 0.118% | 0.00% |
| 20 | BANK OF AMERICA CORP /DE/ | 38K | $118K | +131579.3% | 0.106% | 0.00% |
| 21 | OMERS ADMINISTRATION Corp | 34K | $105K | -55.0% | 0.095% | 0.00% |
| 22 | MORGAN STANLEY | 23K | $71K | -9.0% | 0.064% | 0.00% |
| 23 | Sovran Advisors, LLC | 25K | $63K | -94.7% | 0.068% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13K | $40K | 0.0% | 0.036% | 0.00% |
| 25 | Brevan Howard Capital Management LP | 13K | $39K | β | 0.035% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NEOV β a direct measure of their conviction.
Filings activity in NEOV during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 35 | +6.1% | 50.66% | +9.69 pp | $32M | +24% |
| Q4 2025 | 33 | +38% | 40.97% | 13.83 pp | $26M | 25% |
| Q3 2025 | 24 | +0.0% | 54.80% | 4.66 pp | $35M | 7.8% |
| Q2 2025 | 24 | +0.0% | 59.46% | +39.21 pp | $38M | +194% |
| Q1 2025 | 24 | 23% | 20.25% | 33.76 pp | $13M | 62% |
| Q4 2024 | 31 | +82% | 54.01% | 39.01 pp | $34M | 42% |
| Q3 2024 | 17 | +13% | 93.02% | +86.47 pp | $59M | +1321% |
| Q2 2024 | 15 | β | 6.55% | β | $4M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | Hass John A | Buy | 25K | $1.92 | $48K |
| May 19, 2026 | Bond Steve | Buy | 47K | $2.09 | $98K |
Quick answers to the most common questions about buying NEOV stock.
Based on Q1 2026 13F filings, institutional ownership of NeoVolta Inc. stands at 50.7%, held across 35 reporting institutions.
Legacy Wealth Managment, LLC/ID is the largest reported institutional holder of NEOV, with approximately 5,325,024 shares worth $0.02B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of NEOV, including MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for NEOV is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in NEOV during Q1 2026, while 12 fully exited. 13 added to existing positions and 8 trimmed.
NEOV institutional ownership rose by 9.69 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 89.9% of all reported 13F value in NEOV, and the top 25 account for 99.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NeoVolta Inc. (NEOV) Institutional Ownership