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 31 Dec 2025
Q4 2025
Total 13F shares
5,444,128
Total reported value
$13,321,664
% of total 13F portfolios
0%
Share change
+327,017
Value change
+$371,441
Number of holders
23
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 31 Dec 2025, 23 institutional investors reported holding 5,444,128 shares of Flux Power Holdings, Inc. - common stock (FLUX). This represents 26% 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 26% 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% 3,143,056 +0.44% 1.5% $10,399,315
VANGUARD GROUP INC 3.3% 697,985 +33% 0% $886,440
Tidal Investments LLC 2.2% 480,066 -2.3% 0% $609,684
HighTower Advisors, LLC 1.4% 294,312 0% 0% $373,776
BlackRock, Inc. 0.89% 189,973 +24% 0% $241,266
GEODE CAPITAL MANAGEMENT, LLC 0.79% 169,611 +22% 0% $215,445
JANE STREET GROUP, LLC 0.54% 114,460 -12% 0% $145,364
Park Edge Advisors, LLC 0.46% 99,190 -6.1% 0.03% $125,971
RENAISSANCE TECHNOLOGIES LLC 0.31% 65,205 0% $82,810
JGP Wealth Management, LLC 0.27% 58,166 0.01% $73,871
STATE STREET CORP 0.23% 49,568 +39% 0% $62,951
Cambridge Investment Research Advisors, Inc. 0.07% 15,000 -35% 0% $19,000
LPL Financial LLC 0.06% 13,000 -49% 0% $16,510
GOLDMAN SACHS GROUP INC 0.06% 12,608 0% $16,012
Clearstead Advisors, LLC 0.05% 11,000 -21% 0% $13,970
GROUP ONE TRADING LLC 0.05% 10,306 -45% 0% $13,089
UBS Group AG 0.05% 9,852 +517% 0% $12,512
MAI Capital Management 0.04% 7,500 0% $9,525
Steward Partners Investment Advisory, LLC 0.01% 1,350 -17% 0% $1,715
IFP Advisors, Inc 0% 1,000 0% 0% $1,270
MORGAN STANLEY 0% 730 0% 0% $927
SBI Securities Co., Ltd. 0% 100 -0.99% 0% $127
TUCKER ASSET MANAGEMENT LLC 0% 90 0% $114
CITIGROUP INC 0% 0 -100% $0
SIMPLEX TRADING, LLC 0% 0 -100% $0

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 5,444,128 $13,321,664 +$371,441 $1.27 23
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