NEOV Institutional Ownership
Who owns NeoVolta Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 40 funds reported holding NEOV at Jun 30, 2026, together owning 25.8% of the company.
- ▲25 buying vs 21 selling
- ▲Held by funds +8.1 pts
- ▲Funds holding +4
- ▲Superinvestors: 2 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 40 | 36 | +11.1% |
| In funds' top 10 | 1 | 1 | 0.0% |
| 13F shares | 15.3M | 10.5M | +45.4% |
| Held by funds | 25.8% | 17.8% | +8.1 pts |
| New positions | 17 | 11 | +54.5% |
| Increased | 8 | 7 | +14.3% |
| Reduced | 8 | 10 | −20.0% |
| Sold out | 13 | 9 | +44.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in NEOV
All superinvestors →
Who owns NEOV
share of fund held shares- Index and passive funds22.1%
- Active managers and hedge funds76.0%
- Banks and brokers1.9%
- Pensions, insurers and other0.0%
The top 10 holders own 90.3% of all NEOV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
9 funds changed their position- Sovran Advisors, LLCAdded+1.3M sh
- Chicago Partners Investment Group LLCNew+111K sh
- Kestra Advisory Services, LLCNew+55K sh
- Wealth Enhancement Advisory Services, LLCNew+40K sh
- Independent Financial Group, LLCSold out−19K sh
🔒 Free account: see all 9.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | 8.30% | 4.9M | $15.4M | −429K |
| 2 | Marshall Wace, LLP | 3.35% | 2M | $6.2M | +1.8M |
| 3 | Vanguard Capital Management LLC | 3.30% | 1.9M | $6.1M | +262K |
| 4 | AWM Investment Company, Inc. | 2.79% | 1.6M | $5.2M | +1.6M |
| 5 | Alyeska Investment Group, L.P. | 2.63% | 1.6M | $4.9M | +1.6M |
| 6 | BlackRock, Inc. | 0.88% | 518K | $1.6M | +27K |
| 7 | Geode Capital Management, LLC | 0.74% | 438K | $1.4M | +67K |
| 8 | Arosa Capital Management LP | 0.54% | 320K | $1M | +320K |
| 9 | Renaissance Technologies LLC | 0.45% | 264K | $831K | +264K |
| 10 | Vanguard Fiduciary Trust Co | 0.37% | 220K | $693K | −14K |
- Marshall Wace, LLP+1.8M sh+$5.8M
- AWM Investment Company, Inc.+1.6M sh+$5.2M
- Alyeska Investment Group, L.P.+1.6M sh+$4.9M
- Arosa Capital Management LP+320K sh+$1M
- Renaissance Technologies LLC+264K sh+$831K
- Vanguard Capital Management LLC+262K sh+$826K
- Hrt Financial LP+178K sh+$561K
- Citadel Advisors LLC+158K sh+$499K
- Legacy Wealth Managment, LLC/ID−429K sh−$1.3M
- Davidson Kempner Capital Management LP−400K sh−$1.2M
- Millennium Management LLC−260K sh−$800K
- Susquehanna International Group, LLP−188K sh−$592K
- 683 Capital Management, LLC−170K sh−$524K
- Barclays PLC−109K sh−$338K
- UBS Group AG−65K sh−$205K
- Hudson Bay Capital Management LP−59K sh−$182K
NEOV institutional ownership FAQ
Who owns the most NEOV stock?
In Q2 2026 13F filings the largest holder of NEOV was Legacy Wealth Managment, LLC/ID, followed by Marshall Wace, LLP and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of NEOV is owned by institutions?
Funds that file 13F reports held 25.8% of NEOV's shares at Jun 30, 2026, compared with 17.8% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying NEOV?
In Q2 2026, 25 funds bought NEOV (17 of them new positions) and 21 sold (13 sold out completely). Among well known investors, 2 added and 1 cut. Our fund sentiment for NEOV is strongly bullish.
What is NEOV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this NEOV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.