Latest Period
Q1 2026
Security Snapshot
NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) Institutional Ownership
CUSIP: 640655106
13F Institutional Holders and Ownership History from Q4 2020 to Q1 2026
Institutions Reporting
36
Shares (Excl. Options)
10,486,949
Price
$3.08
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- Security type / class
- Equity / Common Stock, par value $0.001 per share
- Symbol
- NEOV on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 10,486,949
- Total 13F value
- $32,288,096
- Portfolio coverage rank
- 0%
- Share change
- +474,510
- Value change
- +$1,693,506
- Number of holders
- 36
- Shares outstanding
- 42,553,191
- SEC-reported price per share
- $2.00
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NEOV - NeoVolta Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 640655106.
- 36 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 33 to 36 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $26,197,615 to $32,288,096.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 36 institutions filings for Q1 2026.
Security key
640655106
Latest holder period
Q1 2026
13F holders
36
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
NEOV full holder history
NeoVolta Inc. SEC filings
NeoVolta Inc. company facts
NeoVolta Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 640655106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
NEOV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Infinite Grid Capital, LP | 9.4% | $12,160,000 | 4,000,000 | Infinite Grid Capital, LP | 05 Feb 2026 | |||
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4.4% | $5,180,722 | 1,704,185 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 22 Jan 2026 |
As of 31 Mar 2026, 36 institutional investors reported holding 10,486,949 shares of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV). This represents 25% of the company’s total 42,553,191 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
25%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 13% | 5,325,024 | -6.1% | 8.2% | $16,401,075 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 1,685,921 | 0% | 0% | $5,192,637 |
| BlackRock, Inc. | 1.2% | 491,016 | +13% | 0% | $1,512,329 |
| Davidson Kempner Capital Management LP | 0.94% | 400,000 | 0.03% | $1,232,000 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0.87% | 371,218 | +13% | 0% | $1,143,917 |
| MILLENNIUM MANAGEMENT LLC | 0.61% | 259,900 | 0% | $800,492 | |
| UBS Group AG | 0.56% | 238,928 | +263% | 0% | $735,898 |
| VANGUARD FIDUCIARY TRUST CO | 0.55% | 233,615 | 0% | 0% | $719,534 |
| BIP Wealth, LLC | 0.5% | 214,159 | -5.3% | 0.03% | $659,610 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.47% | 200,167 | 0% | $616,514 | |
| 683 Capital Management, LLC | 0.4% | 170,000 | -12% | 0.05% | $523,600 |
| STATE STREET CORP | 0.35% | 149,164 | +9.7% | 0% | $459,425 |
| MARSHALL WACE, LLP | 0.3% | 125,991 | +531% | 0% | $388,052 |
| NORTHERN TRUST CORP | 0.27% | 114,330 | -0.51% | 0% | $352,137 |
| BARCLAYS PLC | 0.26% | 108,527 | +4708% | 0% | $334,264 |
| GOLDMAN SACHS GROUP INC | 0.15% | 63,643 | 0% | $196,020 | |
| Hudson Bay Capital Management LP | 0.14% | 59,182 | 0% | $182,281 | |
| Schonfeld Strategic Advisors LLC | 0.12% | 50,718 | 0% | $156,210 | |
| TRUIST FINANCIAL CORP | 0.1% | 42,416 | 0% | 0% | $130,641 |
| BANK OF AMERICA CORP /DE/ | 0.09% | 38,187 | +131579% | 0% | $117,616 |
| OMERS ADMINISTRATION Corp | 0.08% | 34,000 | -55% | 0% | $104,720 |
| Sovran Advisors, LLC | 0.06% | 24,509 | -95% | 0.01% | $62,988 |
| MORGAN STANLEY | 0.05% | 22,892 | -9% | 0% | $70,507 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.03% | 12,964 | 0% | 0% | $39,929 |
| Brevan Howard Capital Management LP | 0.03% | 12,510 | 0% | $38,531 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
22
Latest
Q1 2026
Rows shown
1-22 of 22
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 10,486,949 | $32,288,096 | +$1,693,506 | $3.08 | 36 |
| 2025 Q4 | 8,558,849 | $26,197,615 | +$2,183,213 | $3.04 | 33 |
| 2025 Q3 | 7,864,030 | $34,974,559 | +$4,349,903 | $4.46 | 25 |
| 2025 Q2 | 11,480,590 | $37,944,932 | +$3,273,494 | $3.30 | 23 |
| 2025 Q1 | 5,946,185 | $12,953,745 | -$447,784 | $2.17 | 22 |
| 2024 Q4 | 2,228,674 | $11,488,981 | +$2,361,370 | $5.21 | 28 |
| 2024 Q3 | 1,570,980 | $4,854,093 | -$25,174 | $3.09 | 13 |
| 2024 Q2 | 1,582,426 | $4,177,801 | -$57,791 | $2.64 | 13 |
| 2024 Q1 | 1,648,500 | $1,945,316 | -$108,229 | $1.18 | 14 |
| 2023 Q4 | 1,697,160 | $2,712,735 | +$130,850 | $1.60 | 17 |
| 2023 Q3 | 1,615,377 | $4,022,442 | +$517,071 | $2.49 | 15 |
| 2023 Q2 | 1,407,612 | $4,609,765 | +$797,380 | $3.28 | 14 |
| 2023 Q1 | 1,164,851 | $2,982,289 | -$53,265 | $2.56 | 15 |
| 2022 Q4 | 1,200,047 | $3,348,331 | -$25,445 | $2.79 | 18 |
| 2022 Q3 | 1,122,125 | $5,644,030 | +$5,544,250 | $5.03 | 15 |
| 2022 Q2 | 21,000 | $80,840 | -$24,184 | $3.84 | 3 |
| 2022 Q1 | 27,270 | $157,933 | $5.79 | 3 | |
| 2021 Q4 | 24,000 | $168,000 | $7.00 | 2 | |
| 2021 Q3 | 24,000 | $168,000 | -$47,000 | $7.00 | 2 |
| 2021 Q2 | 31,500 | $207,000 | +$82,000 | $6.57 | 2 |
| 2021 Q1 | 19,000 | $109,000 | +$1,147 | $5.74 | 1 |
| 2020 Q4 | 20,000 | $86,800 | +$86,800 | $4.35 | 2 |