Latest Period
Q4 2025
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
33
Shares (Excl. Options)
8,558,849
Price
$3.04
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- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Symbol
- NEOV on Nasdaq
- Shares outstanding
- 42,553,191
- Price per share
- $2.97
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 8,558,849
- Total reported value
- $26,197,615
- % of total 13F portfolios
- 0%
- Share change
- +694,819
- Value change
- +$2,183,213
- Number of holders
- 33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- NEOV - NeoVolta Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 640655106.
- 33 institutions reported positions in Q4 2025.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 33 to 5 between Q4 2025 and Q1 2026.
- Reported value moved from $26,197,615 to $1,620,245.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 33 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 640655106?
CUSIP 640655106 identifies NEOV - NeoVolta Inc. - Common Stock, par value $0.001 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 640655106:
Significant Owners of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) based on Schedule 13D/G filings
| 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 Dec 2025, 33 institutional investors reported holding 8,558,849 shares of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV). This represents 20% of the company’s total 42,553,191 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) together control 20% 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 |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 13% | 5,669,083 | +3.1% | 8.3% | $17,234,013 |
| VANGUARD GROUP INC | 1.1% | 473,756 | +3.2% | 0% | $1,440,217 |
| Sovran Advisors, LLC | 1.1% | 457,687 | +97% | 0.13% | $1,569,866 |
| BlackRock, Inc. | 1% | 434,547 | +2.1% | 0% | $1,321,022 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.77% | 329,747 | +2.9% | 0% | $1,002,962 |
| BIP Wealth, LLC | 0.53% | 226,225 | 0% | 0.02% | $687,724 |
| 683 Capital Management, LLC | 0.46% | 193,798 | 0.05% | $589,146 | |
| STATE STREET CORP | 0.32% | 135,964 | +8.5% | 0% | $413,331 |
| NORTHERN TRUST CORP | 0.27% | 114,913 | +22% | 0% | $349,336 |
| OMERS ADMINISTRATION Corp | 0.18% | 75,600 | 0% | $229,824 | |
| UBS Group AG | 0.15% | 65,860 | -64% | 0% | $200,215 |
| Qube Research & Technologies Ltd | 0.15% | 64,966 | +503% | 0% | $197,497 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.12% | 52,200 | 0% | 0% | $158,688 |
| TRUIST FINANCIAL CORP | 0.1% | 42,416 | 0% | $128,945 | |
| MGO ONE SEVEN LLC | 0.09% | 36,800 | 0% | 0% | $111,872 |
| Point72 Asset Management, L.P. | 0.08% | 33,690 | 0% | $102,418 | |
| MORGAN STANLEY | 0.06% | 25,154 | -19% | 0% | $76,469 |
| Lighthouse Investment Partners, LLC | 0.06% | 24,420 | 0% | $74,237 | |
| MARSHALL WACE, LLP | 0.05% | 19,955 | -76% | 0% | $60,663 |
| JANE STREET GROUP, LLC | 0.05% | 19,690 | -0.17% | 0% | $59,858 |
| Virtu Financial LLC | 0.04% | 16,223 | 0% | $49,000 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.03% | 12,964 | 0% | 0% | $39,411 |
| Cetera Investment Advisers | 0.03% | 12,500 | 0% | 0% | $38,000 |
| Centennial Wealth Advisory LLC | 0.02% | 10,100 | 0% | 0.01% | $30,704 |
| Tower Research Capital LLC (TRC) | 0.01% | 5,033 | +122% | 0% | $15,300 |
Institutional Holders of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 530,112 | $1,620,245 | -$617,379 | $3.08 | 5 |
| 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 |