NEOVOLTA INC (NEOV) Top Institutional Shareholders
NEOVOLTA INC (NEOV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $32.29M in NEOV holdings during the latest filing period.
Legacy Wealth Managment, Llc/Id is currently the largest disclosed institutional shareholder of NEOV tracked by InsiderSet, reporting ownership valued at approximately $16.40M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.29M, representing an estimated loss of -31.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed NEOV value among the investors covered in this analysis. Major shareholders include Legacy Wealth Managment, Llc/Id, Vanguard Capital Management Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in NEOVOLTA INC (NEOV).
This page ranks the largest institutional NEOV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$32.29M
Largest Holder
Legacy Wealth Managment, Llc/Id
Largest Position
$16.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Legacy Wealth Managment, Llc/Id | 8.17% | 5,325,024 | $16,401,075 | $11,289,051 | -$5,112,024 | -31.17% | |
| Vanguard Capital Management Llc | 0.00% | 1,685,921 | $5,192,637 | $3,574,153 | -$1,618,484 | -31.17% | |
| Blackrock, Inc. | 0.00% | 491,016 | $1,512,329 | $1,040,954 | -$471,375 | -31.17% | |
| Davidson Kempner Capital Management Lp | 0.03% | 400,000 | $1,232,000 | $848,000 | -$384,000 | -31.17% | |
| Geode Capital Management, Llc | 0.00% | 371,218 | $1,143,917 | $786,982 | -$356,935 | -31.20% | |
| Millennium Management Llc | 0.00% | 259,900 | $800,492 | $550,988 | -$249,504 | -31.17% | |
| Ubs Group Ag | 0.00% | 238,928 | $735,898 | $506,527 | -$229,371 | -31.17% | |
| Vanguard Fiduciary Trust Co | 0.00% | 233,615 | $719,534 | $495,264 | -$224,270 | -31.17% | |
| Bip Wealth, Llc | 0.03% | 214,159 | $659,610 | $454,017 | -$205,593 | -31.17% | |
| Susquehanna International Group, Llp | 0.00% | 200,167 | $616,514 | $424,354 | -$192,160 | -31.17% | |
| 683 Capital Management, Llc | 0.05% | 170,000 | $523,600 | $360,400 | -$163,200 | -31.17% | |
| State Street Corp | 0.00% | 149,164 | $459,425 | $316,228 | -$143,197 | -31.17% | |
| Marshall Wace, Llp | 0.00% | 125,991 | $388,052 | $267,101 | -$120,951 | -31.17% | |
| Northern Trust Corp | 0.00% | 114,330 | $352,137 | $242,380 | -$109,757 | -31.17% | |
| Barclays Plc | 0.00% | 108,527 | $334,264 | $230,077 | -$104,187 | -31.17% | |
| Goldman Sachs Group Inc | 0.00% | 63,643 | $196,020 | $134,923 | -$61,097 | -31.17% | |
| Hudson Bay Capital Management Lp | 0.00% | 59,182 | $182,281 | $125,466 | -$56,815 | -31.17% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 50,718 | $156,210 | $107,522 | -$48,688 | -31.17% | |
| Truist Financial Corp | 0.00% | 42,416 | $130,641 | $89,922 | -$40,719 | -31.17% | |
| Bank Of America Corp | 0.00% | 38,187 | $117,616 | $80,956 | -$36,660 | -31.17% | |
| Omers Administration Corp | 0.00% | 34,000 | $104,720 | $72,080 | -$32,640 | -31.17% | |
| Morgan Stanley | 0.00% | 22,892 | $70,507 | $48,531 | -$21,976 | -31.17% | |
| Sovran Advisors, Llc | 0.00% | 24,509 | $62,988 | $51,959 | -$11,029 | -17.51% | |
| Charles Schwab Investment Management Inc | 0.00% | 12,964 | $39,929 | $27,484 | -$12,445 | -31.17% | |
| Brevan Howard Capital Management Lp | 0.00% | 12,510 | $38,531 | $26,521 | -$12,010 | -31.17% | |
| Squarepoint Ops Llc | 0.00% | 11,173 | $34,413 | $23,687 | -$10,726 | -31.17% | |
| Centennial Wealth Advisory Llc | 0.01% | 10,100 | $31,108 | $21,412 | -$9,696 | -31.17% | |
| Vanguard Global Advisers, Llc | 0.00% | 8,810 | $27,135 | $18,677 | -$8,458 | -31.17% | |
| Citigroup Inc | 0.00% | 4,953 | $15,255 | $10,500 | -$4,755 | -31.17% | |
| Royal Bank Of Canada | 0.00% | 899 | $3,000 | $1,906 | -$1,094 | -36.47% | |
| Allworth Financial Lp | 0.00% | 950 | $2,926 | $2,014 | -$912 | -31.17% | |
| Simplex Trading, Llc | 0.00% | 772 | $2,377 | $1,637 | -$740 | -31.15% | |
| Tower Research Capital Llc (Trc) | 0.00% | 118 | $363 | $250 | -$113 | -31.09% | |
| Harbour Investments, Inc. | 0.00% | 100 | $308 | $212 | -$96 | -31.17% | |
| Fmr Llc | 0.00% | 67 | $205 | $142 | -$63 | -30.71% |
Frequently asked questions about NEOV
Who owns the most NEOV stock?
The largest holders of NEOV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NEOVOLTA INC (NEOV).
Is NEOV widely held by superinvestors?
Many widely followed stocks like NEOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NEOV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.