NeoVolta Inc.
NeoVolta Inc. (NEOV) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · NEOV · as of Mar 31, 2025
Ownership Breakdown
23
Institutional Holders
▼ 7 vs Q4
$12.95M
Total Inst. Value
▼ $21.54M vs Q4
35.85M
Shares Outstanding
freeFloat 79.12%
5.95M
13F Shares Held
▼ 3.34M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
NEOV largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
LEGACY WEALTH MANAGMENT, LLC/ID miscellaneous electrical machinery, equipment & supplies | 3.62M | 10.77% | 10.77% | $7.86B | May 16, 2025 | ▲ 94.4K |
BLACKROCK, INC. miscellaneous electrical machinery, equipment & supplies | 456.5K | 1.36% | 1.36% | $990.69M | May 2, 2025 | ▲ 5.0K |
VANGUARD GROUP INC miscellaneous electrical machinery, equipment & supplies | 411.5K | 1.22% | 1.22% | $892.88M | May 9, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC miscellaneous electrical machinery, equipment & supplies | 320.7K | 95.32% | 95.32% | $696.05M | May 13, 2025 | ▲ 12.0K |
BIP WEALTH, LLC miscellaneous electrical machinery, equipment & supplies | 226.2K | 67.25% | 67.25% | $490.91M | May 2, 2025 | ▲ 7.1K |
SOVRAN ADVISORS, LLC miscellaneous electrical machinery, equipment & supplies | 166.7K | 49.54% | 49.54% | $353.34M | Apr 25, 2025 | ▲ 44.7K |
UBS GROUP AG miscellaneous electrical machinery, equipment & supplies | 153.7K | 45.68% | 45.68% | $333.50M | May 13, 2025 | ▲ 150.7K |
NORTHERN TRUST CORP miscellaneous electrical machinery, equipment & supplies | 123.6K | 36.73% | 36.73% | $268.12M | May 13, 2025 | ▼ 4.4K |
ROSSBY FINANCIAL, LCC miscellaneous electrical machinery, equipment & supplies | 115.0K | 34.18% | 34.18% | $308.77M | Apr 28, 2025 | ▲ 33.5K |
STATE STREET CORP miscellaneous electrical machinery, equipment & supplies | 110.3K | 32.78% | 32.78% | $239.27M | May 15, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
9
Increased
+352.5K shares3
New Positions
first time holders5
Decreased
−70.7K shares9
Sold Out
fully exitedNet shares change (top 50)
+281.8K
+352.5K / −70.7K
Net new holders
-2
3 new / 9 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
NEOV insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
4
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Bond Steve Executive Vice President | Jun 1, 2026 | Purchase | 43,000 | $1.99 | $85.6K | 840.0K | Form 4 ↗ |
Bond Steve Executive Vice President | May 19, 2026 | Purchase | 47,000 | $2.09 | $98.1K | 797.0K | Form 4 ↗ |
Nealis Jing Chief Financial Officer | May 18, 2026 | Award | 1,000,000 | — | — | 1.00M | Form 4 ↗ |
Nealis Jing Chief Financial Officer | May 18, 2026 | Award | 25,000 | — | — | 25.0K | Form 4 ↗ |
Bond Steve Chief Financial Officer | Feb 23, 2026 | Award | 352,531 | $3.54 | $1.25M | 402.5K | Form 4 ↗ |
Bond Steve Chief Financial Officer | Feb 23, 2026 | D-Return | 240,000 | — | — | 50.0K | Form 4 ↗ |
Johnson Henry Ardes CEO & President | Feb 23, 2026 | Award | 1,880,166 | $3.54 | $6.66M | 1.88M | Form 4 ↗ |
Johnson Henry Ardes CEO & President | Feb 23, 2026 | D-Return | 1,280,000 | — | — | 0 | Form 4 ↗ |
Ibrahim Amany Chief Operating Officer | Oct 1, 2025 | Award | 450,000 | — | — | 450.0K | Form 4 ↗ |
Enzendorfer Thomas Chief Technology Officer | Oct 1, 2025 | Award | 450,000 | — | — | 450.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
NeoVolta Inc. (NEOV) is primarily owned by institutional investors, who hold approximately 16.6% of total shares outstanding. Company insiders own approximately 20.88%, while retail and public investors account for the remaining 62.53%.
The largest institutional shareholder of NeoVolta Inc. is LEGACY WEALTH MANAGMENT, LLC/ID, holding approximately 3.62 million shares — equal to 10.77% of outstanding shares — as of March 31, 2025.
A total of 23 institutional investors currently hold NEOV stock, with a combined institutional value of approximately $12,954,183 as of the most recent 13F filing period.
Frequently asked questions
NEOV ownershipNeoVolta Inc. (NEOV) is primarily owned by institutional investors, who hold approximately 16.6% of shares. The largest shareholder is LEGACY WEALTH MANAGMENT, LLC/ID with a 10.77% stake. Company insiders hold 20.88%. Data sourced from SEC Form 13F as of March 31, 2025.