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 2022
Institutional positions in NV5 Global, Inc. as of Dec 31, 2022. 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
- 228
- +19 vs. Q3 2022
- Shares held
- 11.5M
- +1.31M (+12.8%) vs. Q3 2022
- Total value
- $1.53B
- +$259.9M (+20.5%) vs. Q3 2022
- New holders
- 30
- 65 more added
- Sold out
- 11
- 91 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 1 | $132 | 0.00% | −1−50.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $132 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $265 | 0.00% | +1+100.0% | Added |
| Global Retirement Partners, LLC | 3 | $397 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $529 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $662 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $794 | 0.00% | −1−14.3% | Reduced |
| Ellevest, Inc. | 7 | $926 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $1.00K | 0.00% | +8 | New |
| GWM Advisors LLC | 8 | $1.06K | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 9 | $1.19K | 0.00% | +1+12.5% | Added |
| Lindbrook Capital, LLC | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $1.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $3.00K | 0.00% | −13−33.3% | Reduced |
| Rockefeller Capital Management L.P. | 25 | $3.00K | 0.00% | +25 | New |
| Fifth Third Bancorp | 27 | $3.57K | 0.00% | +9+50.0% | Added |
| Bessemer Group Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 34 | $4.50K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $4.63K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 36 | $4.76K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 35 | $5.00K | 0.00% | −8−18.6% | Reduced |
| PSI Advisors, LLC | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $6.19K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 61 | $8.07K | 0.00% | +54+771.4% | Added |
| Sutton Wealth Advisors Inc. | 74 | $9.79K | 0.00% | +68+1,133.3% | Added |
| Compagnie Lombard Odier SCmA | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 107 | $14.2K | 0.00% | +107 | New |
| Okabena Investment Services Inc | 123 | $16.3K | 0.01% | −831−87.1% | Reduced |
| Parallel Advisors, LLC | 129 | $17.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 139 | $18.4K | 0.00% | +139 | New |
| Tower Research Capital LLC (TRC) | 175 | $23.0K | 0.00% | −2,307−92.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 179 | $23.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 212 | $28.1K | 0.00% | −40−15.9% | Reduced |
| Geneos Wealth Management Inc. | 280 | $37.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 401 | $53.1K | 0.00% | +7+1.8% | Added |
| Covestor Ltd | 451 | $60.0K | 0.05% | +449+22,450.0% | Added |
| Nisa Investment Advisors, LLC | 610 | $81.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 774 | $102.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 832 | $110.1K | 0.00% | +61+7.9% | Added |
| Sageworth Trust Co | 845 | $112.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 906 | $119.9K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 1,002 | $133.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,006 | $133.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,082 | $148.1K | 0.01% | +62+6.1% | Added |
| Quantbot Technologies LP | 1,149 | $152.0K | 0.01% | −1,254−52.2% | Reduced |
| State of Wyoming | 1,159 | $153.4K | 0.05% | +56+5.1% | Added |
| US Bancorp | 1,347 | $178.2K | 0.00% | −370−21.5% | Reduced |
| State of Wisconsin Investment Board | 1,647 | $217.9K | 0.00% | −808−32.9% | Reduced |
| Pictet Asset Management SA | 1,650 | $218.0K | 0.00% | +1,650 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,662 | $219.9K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 1,694 | $224.2K | 0.01% | +1,694 | New |
| Essex Investment Management Co LLC | 1,700 | $225.0K | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 1,700 | $225.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 1,744 | $230.8K | 0.09% | +1,744 | New |
| Cim, LLC | 1,851 | $237.8K | 0.05% | −74−3.8% | Reduced |
| HighTower Advisors, LLC | 1,741 | $240.0K | 0.00% | +1,741 | New |
| Navellier & Associates Inc | 1,871 | $247.6K | 0.05% | −115−5.8% | Reduced |
| MQS Management LLC | 1,956 | $258.8K | 0.18% | +1,956 | New |
| Gotham Asset Management, LLC | 1,965 | $260.0K | 0.01% | −206−9.5% | Reduced |
| Financial Avengers, Inc. | 2,017 | $266.9K | 0.22% | +2,017 | New |
| Mercer Global Advisors Inc | 2,035 | $269.0K | 0.00% | +2,035 | New |
| Assenagon Asset Management S.A. | 2,031 | $269.0K | 0.00% | +2,031 | New |
| Manchester Capital Management LLC | 2,040 | $269.9K | 0.04% | +2,040 | New |
| ProShare Advisors LLC | 2,103 | $278.3K | 0.00% | +274+15.0% | Added |
| Everence Capital Management Inc | 2,110 | $279.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,158 | $285.5K | 0.01% | −44−2.0% | Reduced |
| Liberty One Investment Management, LLC | 2,158 | $285.5K | 0.04% | −44−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,198 | $292.0K | 0.00% | +18+0.8% | Added |
| Mutual of America Capital Management LLC | 2,609 | $345.2K | 0.00% | +135+5.5% | Added |
| QV Investors Inc. | 2,620 | $347.0K | 0.03% | +2,620 | New |
| Virtu Financial LLC | 2,636 | $349.0K | 0.05% | +2,636 | New |
| Tandem Investment Advisors, Inc. | 2,684 | $355.0K | 0.02% | −2,879−51.8% | Reduced |
| Jump Financial, LLC | 2,695 | $356.6K | 0.02% | +2,695 | New |
| Orion Capital Management LLC | 2,800 | $370.5K | 0.27% | −100−3.4% | Reduced |
| Natixis | 2,894 | $382.9K | 0.00% | −353−10.9% | Reduced |
| First National Bank of Hutchinson | 3,244 | $429.2K | 0.36% | −7−0.2% | Reduced |
| HSBC Holdings PLC | 3,271 | $433.6K | 0.00% | +689+26.7% | Added |
| Two Sigma Investments, LP | 3,300 | $436.7K | 0.00% | +3,300 | New |
| Ergoteles LLC | 3,301 | $436.8K | 0.02% | +3,301 | New |
| D. E. Shaw & Co., Inc. | 3,334 | $441.2K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 3,474 | $460.0K | 0.03% | −413−10.6% | Reduced |
| American Century Companies Inc | 3,553 | $470.1K | 0.00% | +1,471+70.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,624 | $480.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,729 | $493.4K | 0.00% | +150+4.2% | Added |
| Eqis Capital Management, Inc. | 3,730 | $493.5K | 0.06% | −377−9.2% | Reduced |
| Putnam Investments LLC | 3,752 | $496.5K | 0.00% | −2−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 4,105 | $543.2K | 0.00% | +20+0.5% | Added |
| Oregon Public Employees Retirement Fund | 4,138 | $547.5K | 0.01% | +7+0.2% | Added |
| Citadel Advisors LLC | 4,338 | $574.0K | 0.00% | −25,830−85.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,349 | $575.5K | 0.00% | −7−0.2% | Reduced |
| Pathstone Family Office, LLC | 4,597 | $607.5K | 0.01% | +226+5.2% | Added |
| Ellsworth Advisors, LLC | 4,741 | $628.3K | 0.24% | −171−3.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,883 | $646.1K | 0.02% | +116+2.4% | Added |
| UBS Group AG | 4,990 | $660.3K | 0.00% | −11,203−69.2% | Reduced |
| TownSquare Capital, LLC | 5,041 | $667.0K | 0.02% | +358+7.6% | Added |
| Ensign Peak Advisors, Inc | 5,060 | $669.5K | 0.00% | +4,150+456.0% | Added |