45 institutions reported holding $32.3M of NEOVOLTA INC (NEOV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Legacy Wealth Managment, LLC/ID ($16.4M), VANGUARD CAPITAL MANAGEMENT LLC ($5.2M), BlackRock, Inc. ($1.5M), Davidson Kempner Capital Management LP ($1.2M), GEODE CAPITAL MANAGEMENT, LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Managment, LLC/ID | $16.4M | 5.3M | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $5.2M | 1.7M | New |
| 3 | BlackRock, Inc. | $1.5M | 491,016 | Added |
| 4 | Davidson Kempner Capital Management LP | $1.2M | 400,000 | New |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 371,218 | Added |
| 6 | MILLENNIUM MANAGEMENT LLC | $800,492 | 259,900 | New |
| 7 | UBS Group AG | $735,898 | 238,928 | Added |
| 8 | VANGUARD FIDUCIARY TRUST CO | $719,534 | 233,615 | New |
| 9 | BIP Wealth, LLC | $659,610 | 214,159 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $657,170 | 213,367 | New |
| 11 | 683 Capital Management, LLC | $523,600 | 170,000 | Trimmed |
| 12 | STATE STREET CORP | $459,425 | 149,164 | Added |
| 13 | MARSHALL WACE, LLP | $388,052 | 125,991 | Added |
| 14 | NORTHERN TRUST CORP | $352,137 | 114,330 | Trimmed |
| 15 | BARCLAYS PLC | $334,264 | 108,527 | Added |
| 16 | GOLDMAN SACHS GROUP INC | $196,020 | 63,643 | New |
| 17 | Hudson Bay Capital Management LP | $182,281 | 59,182 | New |
| 18 | Schonfeld Strategic Advisors LLC | $156,210 | 50,718 | New |
| 19 | TRUIST FINANCIAL CORP | $130,641 | 42,416 | Hold |
| 20 | BANK OF AMERICA CORP /DE/ | $117,616 | 38,187 | Added |
| 21 | OMERS ADMINISTRATION Corp | $104,720 | 34,000 | Trimmed |
| 22 | MORGAN STANLEY | $70,507 | 22,892 | Trimmed |
| 23 | Sovran Advisors, LLC | $62,988 | 24,509 | Trimmed |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39,929 | 12,964 | Hold |
| 25 | Brevan Howard Capital Management LP | $38,531 | 12,510 | New |
Source: SEC Form 13F filings · as of 2026-03-31