NEOV — NEOVOLTA INC
Reported value held$15.49M
Funds holding (latest)21
SectorMiscellaneous
Funds holding (Q2 2026)12
Institutional value$11.62M · 3.69M sh
New / Add / Cut / Exit4 / 4 / 4 / 5
Top-5 / Top-10 concentration91.6% / 99.9%
Institutional holdings change
Accumulating +72.1%
(+1.55M sh)
Institutional value change
Up +75.9%
As of Q2 2026, 12 SEC-registered investment managers reported holding NEOV (NEOVOLTA INC) in their latest 13F filings, with a combined reported value of $11.62M across 3.69M shares. That is +72.1% by share count (+1.55M shares) versus the previous quarter, while reported value moved +75.9%. Ownership is concentrated: the five largest holders account for 91.6% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 4 opened new positions, 4 added to existing stakes, 4 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NEOV is classified in the Miscellaneous sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Marshall Wace history | 1.98M | $6.22M | 0.01% | Add |
| BlackRock Inc history | 518.30K | $1.63M | 0.00% | Add |
| Geode Capital Management history | 438.39K | $1.38M | 0.00% | Add |
| Renaissance Technologies history | 263.75K | $830.82K | 0.00% | New |
| Citadel Advisors history | 180.76K | $569.40K | 0.00% | New |
| UBS Group AG history | 173.80K | $547.47K | 0.00% | Reduce |
| Northern Trust Corp history | 84.51K | $266.22K | 0.00% | Reduce |
| Goldman Sachs Group history | 32.38K | $102.00K | 0.00% | Reduce |
| Morgan Stanley history | 9.41K | $29.63K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 9.32K | $21.91K | 0.00% | New |
| Wells Fargo & Co history | 3.54K | $11.17K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 527 | $1.66K | 0.00% | Add |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 491.02K | $1.51M | 0.00% | Add |
| Davidson Kempner Capital Management history | 400.00K | $1.23M | 0.02% | New |
| Geode Capital Management history | 371.22K | $1.14M | 0.00% | Add |
| Millennium Management history | 259.90K | $800.49K | 0.00% | New |
| UBS Group AG history | 238.93K | $735.90K | 0.00% | Add |
| Marshall Wace history | 125.99K | $388.05K | 0.00% | Add |
| Northern Trust Corp history | 114.33K | $352.14K | 0.00% | Reduce |
| Goldman Sachs Group history | 63.64K | $196.02K | 0.00% | New |
| Bank of America Corp history | 38.19K | $117.62K | 0.00% | Add |
| Morgan Stanley history | 22.89K | $70.51K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 12.96K | $39.93K | 0.00% | Hold |
| Citigroup Inc history | 4.95K | $15.26K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 67 | $205 | 0.00% | Reduce |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 473.76K | $1.44M | 0.00% | Add |
| BlackRock Inc history | 434.55K | $1.32M | 0.00% | Add |
| Geode Capital Management history | 329.75K | $1.00M | 0.00% | Add |
| Northern Trust Corp history | 114.91K | $349.34K | 0.00% | Add |
| UBS Group AG history | 65.86K | $200.22K | 0.00% | Reduce |
| Point72 Asset Management history | 33.69K | $102.42K | 0.00% | New |
| Morgan Stanley history | 25.15K | $76.47K | 0.00% | Reduce |
| Marshall Wace history | 19.95K | $60.66K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 12.96K | $39.41K | 0.00% | Hold |
| JPMorgan Chase & Co history | 603 | $1.83K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 88 | $269 | 0.00% | Add |
| Bank of America Corp history | 29 | $88 | 0.00% | Reduce |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 458.99K | $2.05M | 0.00% | Add |
| BlackRock Inc history | 425.78K | $1.90M | 0.00% | Add |
| Geode Capital Management history | 320.36K | $1.43M | 0.00% | Hold |
| UBS Group AG history | 182.46K | $813.77K | 0.00% | Reduce |
| Northern Trust Corp history | 94.09K | $419.66K | 0.00% | Reduce |
| Marshall Wace history | 83.59K | $372.81K | 0.00% | New |
| Morgan Stanley history | 30.88K | $137.71K | 0.00% | Add |
| Bank of America Corp history | 14.74K | $65.72K | 0.00% | Add |
| Charles Schwab Investment Management history | 12.96K | $57.82K | 0.00% | Hold |
| Millennium Management history | 11.79K | $52.59K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 33 | $149 | 0.00% | Hold |
| Citigroup Inc history | 18 | $80 | 0.00% | New |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 418.56K | $1.38M | 0.00% | Reduce |
| Vanguard Group history | 411.47K | $1.36M | 0.00% | Hold |
| Geode Capital Management history | 319.58K | $1.06M | 0.00% | Hold |
| UBS Group AG history | 311.31K | $1.03M | 0.00% | Add |
| Northern Trust Corp history | 124.17K | $409.77K | 0.00% | Hold |
| Charles Schwab Investment Management history | 12.96K | $42.78K | 0.00% | Hold |
| Morgan Stanley history | 3.59K | $11.85K | 0.00% | Reduce |
| Bank of America Corp history | 293 | $967 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 33 | $110 | 0.00% | New |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 456.54K | $990.69K | 0.00% | Add |
| Vanguard Group history | 411.47K | $892.88K | 0.00% | Hold |
| Geode Capital Management history | 320.67K | $696.05K | 0.00% | Add |
| UBS Group AG history | 153.69K | $333.50K | 0.00% | Add |
| Northern Trust Corp history | 123.56K | $268.12K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 12.96K | $28.13K | 0.00% | Hold |
| Morgan Stanley history | 8.83K | $19.16K | 0.00% | Add |
| Bank of America Corp history | 243 | $527 | 0.00% | Reduce |
New Positions (Q2 2026)
- Renaissance Technologies 263.75K sh · $830.82K
- Citadel Advisors 180.76K sh · $569.40K
- JPMorgan Chase & Co 9.32K sh · $21.91K
- Wells Fargo & Co 3.54K sh · $11.17K
Fully Exited (vs previous quarter)
- Davidson Kempner Capital Management sold 400.00K sh · $1.23M
- Millennium Management sold 259.90K sh · $800.49K
- Bank of America Corp sold 38.19K sh · $117.62K
- Charles Schwab Investment Management sold 12.96K sh · $39.93K
- Citigroup Inc sold 4.95K sh · $15.26K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marshall Wace | 1.98M | 125.99K | 19.95K | 83.59K | — | — | 32.13K | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 518.30K | 491.02K | 434.55K | 425.78K | 418.56K | 456.54K | 451.59K | 421.16K | — | — | — | — | — | — | — | — |
| Geode Capital Management | 438.39K | 371.22K | 329.75K | 320.36K | 319.58K | 320.67K | 308.62K | 306.32K | 290.90K | 288.26K | 288.26K | 268.55K | 261.86K | 257.95K | 248.32K | 248.89K |
| Renaissance Technologies | 263.75K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 180.76K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 173.80K | 238.93K | 65.86K | 182.46K | 311.31K | 153.69K | 3.03K | 28.82K | — | — | 2.37K | — | — | 3.32K | 3.71K | 4.24K |
| Northern Trust Corp | 84.51K | 114.33K | 114.91K | 94.09K | 124.17K | 123.56K | 128.00K | 85.32K | 87.12K | 90.02K | 95.19K | 52.50K | 52.91K | 53.05K | 49.48K | 23.60K |
| Goldman Sachs Group | 32.38K | 63.64K | — | — | — | — | 113.62K | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 9.41K | 22.89K | 25.15K | 30.88K | 3.59K | 8.83K | 6.78K | 1.00K | 1.00K | 1.00K | 1.00K | 1.00K | — | — | — | — |
| JPMorgan Chase & Co | 9.32K | — | 603 | — | — | — | — | — | — | — | 156 | — | — | — | — | — |
| Wells Fargo & Co | 3.54K | — | — | — | — | — | — | — | — | 221 | 217 | 206 | 205 | 197 | 192 | 187 |
| Fidelity Management & Research (FMR) | 527 | 67 | 88 | 33 | 33 | — | 200 | — | — | — | — | — | — | — | — | — |
| Point72 Asset Management | — | — | 33.69K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | 38.19K | 29 | 14.74K | 293 | 243 | 46.13K | 298 | 232 | — | — | — | — | — | — | — |
| Citigroup Inc | — | 4.95K | — | 18 | — | — | — | — | — | — | — | — | — | — | — | — |
| Davidson Kempner Capital Management | — | 400.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | 259.90K | — | 11.79K | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | — | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K | 12.96K |
| Vanguard Group | — | — | 473.76K | 458.99K | 411.47K | 411.47K | 411.47K | 391.89K | 385.57K | 385.25K | 385.25K | 377.61K | 374.53K | 386.16K | 386.16K | 365.14K |
| Balyasny Asset Management | — | — | — | — | — | — | 17.31K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details