VOLTAS LTD VOLT
$39.17
-3.0% 52w: $24.35 – $42.05
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.3533.2042.05
Jun 20, 2025 Jul 2, 2026
Institutional holders
80
+27 QoQ
13F value
$174.0M
+33.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns VOLT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | Diversified mechanical | 855.4K | $29.3M | 0.1% | -62.8% |
| LPL Financial LLC | Bank broker | 807.2K | $27.6M | 0.0% | +449.2% |
| Arrow Financial Corp | Wealth advisor | 463.6K | $15.9M | 1.6% | +25.0% |
| Members Advisory Group LLC | Wealth advisor | 379.9K | $13.0M | 4.5% | +13.5% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 199.3K | $6.8M | 0.6% | +3.6% |
| HighTower Advisors, LLC | Diversified mechanical | 185.5K | $6.4M | 0.0% | +47.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 183.5K | $6.3M | 0.0% | +39.5% |
| JANE STREET GROUP, LLC | Market maker | 168.5K | $5.8M | 0.0% | +445.7% |
| UBS Group AG | Bank broker | 167.7K | $5.7M | 0.0% | +26730.9% |
| Fortis Advisors, LLC | Wealth advisor | 129.5K | $4.4M | 2.2% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 125.8K | $4.3M | 0.0% | +165.2% |
| Willow Financial LLC | Wealth advisor | 117.5K | $4.0M | 4.1% | +40.1% |
| San Luis Wealth Advisors LLC | Wealth advisor | 101.0K | $3.5M | 0.6% | +10.9% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 84.4K | $2.9M | 0.1% | +140.4% |
| Torrey-Payne Wealth Management, LLC | Wealth advisor | 74.9K | $2.6M | 2.4% | +7.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 71.4K | $2.4M | 0.0% | +322.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 65.4K | $2.2M | 0.0% | -0.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 54.8K | $1.9M | 0.0% | +18.4% |
| IAM Advisory, LLC | Wealth advisor | 51.6K | $1.8M | 0.4% | New |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Wealth advisor | 49.3K | $1.7M | 0.9% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 42.1K | $1.4M | 0.0% | +6.3% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 41.8K | $1.4M | 0.3% | -2.6% |
| Advisory Services Network, LLC | Diversified mechanical | 40.7K | $1.4M | 0.0% | New |
| Teamwork Financial Advisors, LLC ★2 | Fundamental diversified | 40.0K | $1.4M | 0.2% | New |
| Brookstone Capital Management | Wealth advisor | 35.4K | $1.2M | 0.0% | -16.7% |
| PINNACLE ASSOCIATES LTD | Other | 32.6K | $1.1M | 0.0% | New |
| SAXON INTERESTS, INC. | Wealth advisor | 32.5K | $1.1M | 0.4% | New |
| AVAII WEALTH MANAGEMENT, LLC | Wealth advisor | 32.4K | $1.1M | 0.4% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 30.9K | $1.1M | 0.0% | +337.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 30.5K | $1.0M | 0.0% | +66.3% |
| PCG Wealth Advisors, LLC | Wealth advisor | 29.3K | $1.0M | 0.3% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 25.2K | $863K | 0.0% | +35.1% |
| Rothschild Capital Partners, LLC | Other | 24.5K | $839K | 0.2% | New |
| Perennial Investment Advisors, LLC | Wealth advisor | 23.8K | $813K | 0.1% | New |
| MIRAE ASSET SECURITIES (USA) INC. | Wealth advisor | 21.3K | $729K | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.3K | $662K | 0.0% | New |
| Per Stirling Capital Management, LLC. | Wealth advisor | 18.8K | $643K | 0.1% | New |
| Tidal Investments LLC | Diversified mechanical | 17.4K | $596K | 0.0% | New |
| VestGen Advisors, LLC | Wealth advisor | 14.4K | $586K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 17.1K | $584K | 0.0% | +68.6% |
| Equitable Holdings, Inc. | Wealth advisor | 16.4K | $563K | 0.0% | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 13.5K | $462K | 0.0% | -3.4% |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 12.3K | $423K | 0.2% | +65.0% |
| TCFG Investment Advisors, LLC | Wealth advisor | 12.3K | $423K | 0.2% | — |
| Oder Investment Management, LLC | Other | 12.2K | $418K | 0.3% | New |
| Cetera Investment Advisers | Wealth advisor | 10.6K | $364K | 0.0% | New |
| MCF Advisors LLC | Wealth advisor | 10.4K | $357K | 0.0% | New |
| Brookwood Investment Group LLC | Wealth advisor | 9.8K | $337K | 0.0% | -90.2% |
| Advyzon Investment Management, LLC | Wealth advisor | 8.0K | $276K | 0.0% | New |
| MWA Asset Management | Other | 7.9K | $270K | 0.1% | +2.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.