NV5 Global, Inc.
NVEEDelisted Aug 4, 2025- Industry
- Services-Miscellaneous Business Services
- SEC CIK
- 0001532961
NV5 Global, Inc. was delisted on Aug 4, 2025; its insiders filed their last Form 4 on Aug 6, 2025; 238 institutions reported holding it in 13F filings for Q2 2025, worth $1.21B in total; no superinvestor held it.
13F holders, Q4 2021
Institutional positions in NV5 Global, Inc. as of Dec 31, 2021. 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
- 188
- +35 vs. Q3 2021
- Shares held
- 10.3M
- +708.0K (+7.4%) vs. Q3 2021
- Total value
- $1.42B
- +$471.5M (+49.9%) vs. Q3 2021
- New holders
- 52
- 64 more added
- Sold out
- 17
- 45 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NVEE 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 3 | $817.8K |
| Q2 2025 | 238 | $1.21B |
| Q1 2025 | 224 | $938.6M |
| Q4 2024 | 221 | $937.0M |
| Q3 2024 | 213 | $1.13B |
| Q2 2024 | 213 | $1.13B |
| Q1 2024 | 209 | $1.19B |
| Q4 2023 | 204 | $1.36B |
| Q3 2023 | 194 | $1.12B |
| Q2 2023 | 199 | $1.28B |
| Q1 2023 | 214 | $1.18B |
| Q4 2022 | 228 | $1.53B |
| Q3 2022 | 211 | $1.27B |
| Q2 2022 | 205 | $1.19B |
| Q1 2022 | 200 | $1.34B |
| Q4 2021 | 188 | $1.42B |
| Q3 2021 | 153 | $944.9M |
| Q2 2021 | 151 | $890.7M |
| Q1 2021 | 156 | $897.8M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 3 | $414 | 0.00% | +3 | New |
| Exane Derivatives | 4 | $552 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Covestor Ltd | 4 | $1.00K | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 17 | $2.00K | 0.00% | +17 | New |
| McDonald Partners LLC | 15 | $2.07K | 0.00% | +15 | New |
| Absolute Capital Management, LLC | 15 | $2.07K | 0.00% | +15 | New |
| Eaton Vance Management | 22 | $3.00K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 34 | $4.70K | 0.00% | +3+9.7% | Added |
| Steward Partners Investment Advisory, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 62 | $8.00K | 0.00% | +62 | New |
| Captrust Financial Advisors | 87 | $12.0K | 0.00% | −37−29.8% | Reduced |
| Compagnie Lombard Odier SCmA | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 104 | $14.0K | 0.00% | −44−29.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 138 | $19.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 140 | $19.0K | 0.00% | +140 | New |
| Kistler-Tiffany Companies, LLC | 179 | $25.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 192 | $27.0K | 0.00% | +48+33.3% | Added |
| Parallel Advisors, LLC | 232 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 250 | $34.0K | 0.00% | +250 | New |
| Patriot Financial Group Insurance Agency, LLC | 300 | $41.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 309 | $43.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 358 | $50.0K | 0.00% | +358 | New |
| PSI Advisors, LLC | 440 | $61.0K | 0.02% | −100−18.5% | Reduced |
| Confluence Wealth Services, Inc. | 450 | $62.0K | 0.02% | +450 | New |
| Simplex Trading, LLC | 529 | $73.0K | 0.00% | +340+179.9% | Added |
| Tower Research Capital LLC (TRC) | 543 | $75.0K | 0.00% | +490+924.5% | Added |
| Gilder Gagnon Howe & Co LLC | 644 | $89.0K | 0.00% | 00.0% | Unchanged |
| Jacob Asset Management of New York LLC | 800 | $110.0K | 0.05% | −1,800−69.2% | Reduced |
| MUFG Americas Holdings Corp | 834 | $115.0K | 0.00% | +834 | New |
| Okabena Investment Services Inc | 883 | $122.0K | 0.05% | +883 | New |
| SRS Capital Advisors, Inc. | 1,006 | $139.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,020 | $141.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 29,695 | $215.0K | 0.00% | +29,695 | New |
| Mutual of America Capital Management LLC | 1,619 | $224.0K | 0.00% | +1,619 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,654 | $228.0K | 0.00% | +483+41.2% | Added |
| Allianz Asset Management GmbH | 1,674 | $231.0K | 0.00% | +1,674 | New |
| State of Wyoming | 1,729 | $239.0K | 0.11% | +106+6.5% | Added |
| Brown Advisory Inc | 1,739 | $240.0K | 0.00% | +1,739 | New |
| Putnam Investments LLC | 1,769 | $244.0K | 0.00% | +1,769 | New |
| Brinker Capital Investments, LLC | 1,775 | $245.0K | 0.00% | +1,775 | New |
| Gotham Asset Management, LLC | 1,899 | $262.0K | 0.01% | +1,899 | New |
| Toronto Dominion Bank | 1,965 | $271.0K | 0.00% | +60+3.1% | Added |
| Commonwealth Equity Services, LLC | 1,996 | $275.0K | 0.00% | +1,996 | New |
| Cim, LLC | 2,674 | $276.0K | 0.05% | +135+5.3% | Added |
| Alta Capital Management LLC | 2,017 | $278.0K | 0.01% | +2,017 | New |
| Liberty One Investment Management, LLC | 2,103 | $290.0K | 0.04% | −878−29.5% | Reduced |
| Advisor Group Holdings, Inc. | 2,200 | $304.0K | 0.00% | +220+11.1% | Added |
| SEI Investments Co | 2,103 | $316.0K | 0.00% | −30,249−93.5% | Reduced |
| HSBC Holdings PLC | 2,516 | $347.0K | 0.00% | +2,516 | New |
| Teacher Retirement System of Texas | 2,594 | $358.0K | 0.00% | +555+27.2% | Added |
| ACG Wealth | 2,610 | $360.0K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,773 | $383.0K | 0.02% | +3+0.1% | Added |
| Victory Capital Management Inc | 2,899 | $400.0K | 0.00% | +57+2.0% | Added |
| Navellier & Associates Inc | 2,901 | $401.0K | 0.06% | −23−0.8% | Reduced |
| State of Wisconsin Investment Board | 2,900 | $401.0K | 0.00% | +700+31.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,900 | $401.0K | 0.00% | +2,900 | New |
| Virtu Financial LLC | 3,156 | $436.0K | 0.04% | +3,156 | New |
| ProShare Advisors LLC | 3,255 | $449.0K | 0.00% | +3,255 | New |
| Metropolitan Life Insurance Co | 3,260 | $450.3K | 0.01% | −336−9.3% | Reduced |
| Arizona State Retirement System | 3,519 | $486.0K | 0.00% | +5+0.1% | Added |
| Orion Capital Management LLC | 3,550 | $490.0K | 0.28% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,546 | $490.0K | 0.00% | +3,546 | New |
| State of Tennessee, Treasury Department | 3,743 | $517.0K | 0.00% | +3,743 | New |
| TownSquare Capital, LLC | 3,881 | $536.0K | 0.01% | +1,378+55.1% | Added |
| Oregon Public Employees Retirement Fund | 4,500 | $622.0K | 0.01% | +4,500 | New |
| State Board of Administration of Florida Retirement System | 4,525 | $625.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,636 | $640.3K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,722 | $652.0K | 0.02% | +4,722 | New |
| Algert Global LLC | 5,062 | $699.0K | 0.09% | +1,730+51.9% | Added |
| Boothbay Fund Management, LLC | 5,110 | $706.0K | 0.02% | −1,046−17.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,320 | $735.0K | 0.02% | +5,320 | New |
| Louisiana State Employees Retirement System | 5,700 | $787.0K | 0.02% | +5,700 | New |
| First National Bank of Hutchinson | 5,753 | $795.0K | 0.45% | +119+2.1% | Added |
| Amalgamated Bank | 5,808 | $802.0K | 0.01% | +5,808 | New |
| Ellsworth Advisors, LLC | 5,812 | $803.0K | 0.30% | +32+0.6% | Added |
| Envestnet Asset Management Inc | 5,926 | $818.0K | 0.00% | +755+14.6% | Added |
| Tandem Investment Advisors, Inc. | 6,428 | $888.0K | 0.06% | −28−0.4% | Reduced |
| Susquehanna International Group, LLP | 6,648 | $918.0K | 0.00% | −4,966−42.8% | Reduced |
| Natixis | 7,046 | $973.0K | 0.00% | +776+12.4% | Added |
| Eqis Capital Management, Inc. | 7,623 | $1.05M | 0.08% | −351−4.4% | Reduced |
| Comerica Bank | 10,380 | $1.07M | 0.01% | +10,380 | New |
| Advisors Asset Management, Inc. | 7,814 | $1.08M | 0.02% | +2,898+59.0% | Added |
| American International Group, Inc. | 7,918 | $1.09M | 0.01% | +697+9.7% | Added |
| BNP Paribas Arbitrage, SA | 8,102 | $1.12M | 0.00% | +1,092+15.6% | Added |
| Janus Henderson Group PLC | 8,117 | $1.12M | 0.00% | +1,278+18.7% | Added |
| Deutsche Bank AG | 8,184 | $1.13M | 0.00% | −1,003−10.9% | Reduced |
| State of Alaska, Department of Revenue | 8,390 | $1.16M | 0.01% | +8,390 | New |
| AE Wealth Management LLC | 8,575 | $1.18M | 0.01% | +224+2.7% | Added |
| Citadel Advisors LLC | 8,580 | $1.19M | 0.00% | −4,734−35.6% | Reduced |
| Texas Permanent School Fund | 8,577 | $1.19M | 0.01% | +8,577 | New |
| Lyon Street Capital, LLC | 8,900 | $1.23M | 1.22% | +8,900 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,952 | $1.24M | 0.01% | +8,952 | New |
| Bank of Montreal | 9,352 | $1.30M | 0.00% | +3,562+61.5% | Added |
| JPMorgan Chase & Co | 9,453 | $1.31M | 0.00% | −24,923−72.5% | Reduced |
| Thrivent Financial for Lutherans | 9,639 | $1.33M | 0.00% | +9,639 | New |