CVD Equipment Corp
CVV- Exchange
- Nasdaq
- Industry
- Special Industry Machinery, NEC
- SEC CIK
- 0000766792
No open-market purchases or sales by CVD Equipment Corp insiders were filed in the last 90 days; 33 institutions reported holding it in 13F filings for Q2 2026, worth $9.20M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in CVD Equipment Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- +2 vs. Q2 2024
- Shares held
- 1.49M
- +8.69K (+0.6%) vs. Q2 2024
- Total value
- $4.92M
- −$828.4K (−14.4%) vs. Q2 2024
- New holders
- 4
- 5 more added
- Sold out
- 2
- 8 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CVV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $9.20M |
| Q1 2026 | 29 | $4.34M |
| Q4 2025 | 26 | $2.40M |
| Q3 2025 | 22 | $4.08M |
| Q2 2025 | 23 | $3.52M |
| Q1 2025 | 24 | $4.25M |
| Q4 2024 | 23 | $6.47M |
| Q3 2024 | 25 | $4.92M |
| Q2 2024 | 24 | $5.80M |
| Q1 2024 | 23 | $7.25M |
| Q4 2023 | 22 | $6.62M |
| Q3 2023 | 23 | $12.6M |
| Q2 2023 | 24 | $14.2M |
| Q1 2023 | 23 | $25.4M |
| Q4 2022 | 20 | $6.83M |
| Q3 2022 | 18 | $6.42M |
| Q2 2022 | 18 | $4.90M |
| Q1 2022 | 16 | $5.47M |
| Q4 2021 | 17 | $5.17M |
| Q3 2021 | 14 | $2.71M |
| Q2 2021 | 13 | $2.59M |
| Q1 2021 | 17 | $2.76M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding CVD Equipment Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 16 | $53 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 24 | $79 | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 100 | $331 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 136 | $450 | 0.00% | +136 | New |
| Advisor Group Holdings, Inc. | 200 | $662 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 213 | $705 | 0.00% | +166+353.2% | Added |
| FinTrust Capital Advisors, LLC | 300 | $993 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Wells Fargo & Company | 1,100 | $3.64K | 0.00% | −40,000−97.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,316 | $4.36K | 0.00% | −583−30.7% | Reduced |
| Morgan Stanley | 3,381 | $11.2K | 0.00% | +3,300+4,074.1% | Added |
| BlackRock, Inc. | 13,365 | $44.2K | 0.00% | +13,365 | New |
| Commonwealth Equity Services, LLC | 15,840 | $52.0K | 0.00% | −1,500−8.7% | Reduced |
| Spears Abacus Advisors LLC | 16,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 18,546 | $61.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 19,857 | $65.7K | 0.00% | −190−0.9% | Reduced |
| UBS Group AG | 20,033 | $66.3K | 0.00% | +10,390+107.7% | Added |
| Citadel Advisors LLC | 40,962 | $135.6K | 0.00% | +27,313+200.1% | Added |
| Dimensional Fund Advisors LP | 57,602 | $190.7K | 0.00% | −3,692−6.0% | Reduced |
| Geode Capital Management, LLC | 57,811 | $191.4K | 0.00% | −6,995−10.8% | Reduced |
| Quinn Opportunity Partners LLC | 57,834 | $191.4K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 87,541 | $289.8K | 0.00% | −11,355−11.5% | Reduced |
| Renaissance Technologies LLC | 123,682 | $409.4K | 0.00% | −4,600−3.6% | Reduced |
| Vanguard Group Inc | 304,935 | $1.01M | 0.00% | 00.0% | Unchanged |
| AMH Equity Ltd | 646,843 | $2.14M | 2.82% | +22,986+3.7% | Added |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |