Flux Power Holdings, Inc. - common stock (FLUX) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2020 to Q4 2025

Type / Class
Equity / common stock
Symbol
FLUX on Nasdaq
Shares outstanding
21,345,241
Price per share
$1.27
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,227,705
Total reported value
$13,831,146
% of total 13F portfolios
0%
Share change
+263,762
Value change
+$851,823
Number of holders
29
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Flux Power Holdings, Inc. - common stock (FLUX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Formidable Asset Management, LLC 14% $4,581,201 3,013,948 Formidable Asset Management, LLC 09 Dec 2025
CVI Investments, Inc. 5.8% $3,390,840 1,200,000 CVI Investments, Inc. 30 Oct 2025

As of 30 Sep 2025, 29 institutional investors reported holding 5,227,705 shares of Flux Power Holdings, Inc. - common stock (FLUX). This represents 24% of the company’s total 21,345,241 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Flux Power Holdings, Inc. - common stock (FLUX) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Formidable Asset Management, LLC 15% 3,129,157 +4.2% 0.95% $5,981,238
VANGUARD GROUP INC 2.5% 523,050 0% 0% $1,956,207
Tidal Investments LLC 2.3% 491,586 -3% 0.01% $1,838,532
HighTower Advisors, LLC 1.4% 294,312 0% 0% $1,100,727
BlackRock, Inc. 0.72% 153,723 -0.93% 0% $574,924
GEODE CAPITAL MANAGEMENT, LLC 0.65% 139,065 0% 0% $520,227
JANE STREET GROUP, LLC 0.61% 129,366 +802% 0% $483,829
Park Edge Advisors, LLC 0.49% 105,590 -2% 0.09% $394,907
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.28% 59,666 +104% 0% $223,151
STATE STREET CORP 0.17% 35,568 0% 0% $133,024
LPL Financial LLC 0.12% 25,562 0% $95,602
NORTHERN TRUST CORP 0.11% 23,691 0% 0% $88,604
Cambridge Investment Research Advisors, Inc. 0.11% 23,000 0% 0% $86,000
Virtu Financial LLC 0.09% 19,362 0% $72,000
GROUP ONE TRADING LLC 0.09% 18,578 +1179% 0% $69,482
SIMPLEX TRADING, LLC 0.07% 15,671 0% $58,000
Clearstead Advisors, LLC 0.07% 14,000 0% 0% $52,360
Kestra Advisory Services, LLC 0.06% 13,250 -44% 0% $49,555
Tower Research Capital LLC (TRC) 0.02% 4,583 +51% 0% $17,140
OSAIC HOLDINGS, INC. 0.01% 2,650 0% 0% $11,845
Steward Partners Investment Advisory, LLC 0.01% 1,634 +1534% 0% $6,111
UBS Group AG 0.01% 1,596 -90% 0% $5,969
IFP Advisors, Inc 0% 1,000 0% 0% $3,740
MORGAN STANLEY 0% 730 -73% 0% $2,730
CITIGROUP INC 0% 572 0% $2,139

Institutional Holders of Flux Power Holdings, Inc. - common stock (FLUX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,300,412 $10,599,157 +$111,730 $1.27 3
2025 Q3 5,227,705 $13,831,146 +$851,823 $3.74 29
2025 Q2 4,974,048 $8,027,512 -$76,075 $1.51 27
2025 Q1 5,021,620 $8,637,692 +$316,689 $1.72 29
2024 Q4 4,843,175 $7,652,445 +$117,720 $1.58 32
2024 Q3 4,754,573 $14,453,506 -$84,979 $3.04 26
2024 Q2 4,779,742 $14,650,090 -$1,228,231 $3.11 25
2024 Q1 5,101,823 $22,559,053 +$530,821 $4.43 29
2023 Q4 5,051,260 $20,761,303 +$13,106,635 $4.11 33
2023 Q3 1,867,237 $6,422,926 -$13,498,234 $3.44 30
2023 Q2 4,985,113 $21,484,345 -$1,515,747 $4.31 30
2023 Q1 5,291,729 $25,693,512 +$1,457,168 $4.86 32
2022 Q4 5,001,030 $19,858,980 +$1,736,103 $3.97 32
2022 Q3 1,380,609 $3,537,480 -$75,317 $2.56 23
2022 Q2 4,198,789 $10,074,000 +$559,176 $2.40 23
2022 Q1 3,949,754 $10,544,000 -$2,987,864 $2.67 24
2021 Q4 4,708,417 $20,640,000 -$747,606 $4.29 32
2021 Q3 4,829,204 $24,522,000 -$6,926,237 $5.08 32
2021 Q2 2,684,264 $31,217,000 +$1,274,747 $11.63 24
2021 Q1 3,302,129 $42,833,295 +$12,624,231 $12.95 21
2020 Q4 2,270,459 $38,168,361 +$33,896,823 $17.24 26
2020 Q3 244,281 $1,728,000 +$1,728,000 $6.74 6