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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, Q1 2023

Institutional positions in NV5 Global, Inc. as of Mar 31, 2023. 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
214
−11 vs. Q4 2022
Shares held
11.4M
−105.4K (−0.9%) vs. Q4 2022
Total value
$1.18B
−$335.9M (−22.1%) vs. Q4 2022
New holders
28
80 more added
Sold out
39
76 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 214 institutions
Q1 2021: 156 institutionsQ2 2021: 151 institutionsQ3 2021: 153 institutionsQ4 2021: 188 institutionsQ1 2022: 200 institutionsQ2 2022: 205 institutionsQ3 2022: 211 institutionsQ4 2022: 228 institutionsQ1 2023: 214 institutionsQ2 2023: 199 institutionsQ3 2023: 194 institutionsQ4 2023: 204 institutionsQ1 2024: 209 institutionsQ2 2024: 213 institutionsQ3 2024: 213 institutionsQ4 2024: 221 institutionsQ1 2025: 224 institutionsQ2 2025: 238 institutionsQ3 2025: 3 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $1.18B
Q1 2021: $897.8MQ2 2021: $890.7MQ3 2021: $944.9MQ4 2021: $1.42BQ1 2022: $1.34BQ2 2022: $1.19BQ3 2022: $1.27BQ4 2022: $1.53BQ1 2023: $1.18BQ2 2023: $1.28BQ3 2023: $1.12BQ4 2023: $1.36BQ1 2024: $1.19BQ2 2024: $1.13BQ3 2024: $1.13BQ4 2024: $937.0MQ1 2025: $938.6MQ2 2025: $1.21BQ3 2025: $817.8KQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NVEE and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20253$817.8K
Q2 2025238$1.21B
Q1 2025224$938.6M
Q4 2024221$937.0M
Q3 2024213$1.13B
Q2 2024213$1.13B
Q1 2024209$1.19B
Q4 2023204$1.36B
Q3 2023194$1.12B
Q2 2023199$1.28B
Q1 2023214$1.18B
Q4 2022228$1.53B
Q3 2022211$1.27B
Q2 2022205$1.19B
Q1 2022200$1.34B
Q4 2021188$1.42B
Q3 2021153$944.9M
Q2 2021151$890.7M
Q1 2021156$897.8M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q4 2022.

Institutions holding NVEE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC4$00.00%00.0%Unchanged
Steward Financial Group LLC7$00.00%+4+133.3%Added
SJS Investment Consulting Inc.1$1040.00%−1−50.0%Reduced
Disciplined Investments, LLC1$1040.00%00.0%Unchanged
Ellevest, Inc.2$2080.00%−5−71.4%Reduced
Schubert & Co2$2080.00%−4−66.7%Reduced
Lindbrook Capital, LLC4$4160.00%−5−55.6%Reduced
JFS Wealth Advisors, LLC4$4160.00%00.0%Unchanged
Parkside Financial Bank & Trust6$6240.00%−6−50.0%Reduced
Farmers & Merchants Investments Inc9$9360.00%00.0%Unchanged
Bell Investment Advisors, Inc10$1.04K0.00%+5+100.0%Added
Signaturefd, LLC13$1.35K0.00%+3+30.0%Added
Massmutual Trust Co FSB14$1.46K0.00%+6+75.0%Added
BerganKDV Wealth Management, LLC27$2.81K0.00%+27New
Quadrant Capital Group LLC28$2.91K0.00%−33−54.1%Reduced
Steward Partners Investment Advisory, LLC36$3.74K0.00%00.0%Unchanged
PSI Advisors, LLC40$4.16K0.00%00.0%Unchanged
Key Financial Inc50$5.20K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co51$5.30K0.00%+51New
TCI Wealth Advisors, Inc.72$7.49K0.00%+37+105.7%Added
Citadel Advisors LLC73$7.59K0.00%−4,265−98.3%Reduced
Compagnie Lombard Odier SCmA85$8.84K0.00%00.0%Unchanged
Parallel Advisors, LLC115$12.0K0.00%−14−10.9%Reduced
Penserra Capital Management LLC122$12.0K0.00%+57+87.7%Added
Advisory Services Network, LLC122$12.7K0.00%+15+14.0%Added
Okabena Investment Services Inc123$12.8K0.01%00.0%Unchanged
Altshuler Shaham Ltd132$13.7K0.00%−7−5.0%Reduced
The PNC Financial Services Group, Inc.142$14.8K0.00%−259−64.6%Reduced
Kalos Management, Inc.176$18.3K0.04%+176New
Kistler-Tiffany Companies, LLC179$18.6K0.00%00.0%Unchanged
Proequities, Inc.193$20.1K0.00%−19−9.0%Reduced
Nisa Investment Advisors, LLC207$22.0K0.00%−403−66.1%Reduced
Fifth Third Bancorp235$24.4K0.00%+208+770.4%Added
Geneos Wealth Management Inc.280$29.1K0.00%00.0%Unchanged
Point72 Asset Management, L.P.302$31.4K0.00%+302New
Tower Research Capital LLC (TRC)476$49.0K0.00%+301+172.0%Added
Covestor Ltd517$54.0K0.05%+66+14.6%Added
Metropolitan Life Insurance Co750$78.0K0.00%−82−9.9%Reduced
Sageworth Trust Co845$87.9K0.01%00.0%Unchanged
KBC Group NV1,002$104.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.1,006$104.6K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.1,082$112.5K0.00%00.0%Unchanged
State of Wyoming1,135$118.0K0.04%−24−2.1%Reduced
Aquatic Capital Management LLC1,200$125.0K0.01%+1,200New
US Bancorp1,500$156.0K0.00%+153+11.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,662$172.8K0.00%00.0%Unchanged
Amundi1,792$173.0K0.00%+1,792New
Essex Investment Management Co LLC1,700$176.7K0.03%00.0%Unchanged
ProShare Advisors LLC1,933$201.0K0.00%−170−8.1%Reduced
Winton Group Ltd1,955$203.3K0.01%+261+15.4%Added
Money Concepts Capital Corp2,005$208.5K0.01%−153−7.1%Reduced
Liberty One Investment Management, LLC2,005$208.5K0.03%−153−7.1%Reduced
Financial Avengers, Inc.2,017$209.7K0.16%00.0%Unchanged
Manchester Capital Management LLC2,040$212.1K0.03%00.0%Unchanged
Point72 Middle East FZE2,055$213.7K0.01%+2,055New
Advisor Group Holdings, Inc.2,083$216.5K0.00%−115−5.2%Reduced
Nebula Research & Development LLC2,096$217.9K0.38%+2,096New
Everence Capital Management Inc2,110$219.0K0.02%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd2,193$228.0K0.03%+2,193New
Gotham Asset Management, LLC2,362$245.6K0.01%+397+20.2%Added
MQS Management LLC2,379$247.3K0.16%+423+21.6%Added
Natixis2,457$255.5K0.00%−437−15.1%Reduced
Mutual of America Capital Management LLC2,563$266.5K0.00%−46−1.8%Reduced
Versor Investments LP2,607$271.1K0.04%+2,607New
QV Investors Inc.2,700$281.0K0.03%+80+3.1%Added
Tandem Investment Advisors, Inc.2,795$291.0K0.01%+111+4.1%Added
Orion Capital Management LLC2,800$291.1K0.20%00.0%Unchanged
TownSquare Capital, LLC2,850$296.3K0.01%−2,191−43.5%Reduced
Mitchell Capital Management Co2,862$297.6K0.07%−21,800−88.4%Reduced
Cubist Systematic Strategies, LLC3,064$318.6K0.00%+3,064New
Campbell & CO Investment Adviser LLC3,150$327.5K0.06%+3,150New
Putnam Investments LLC3,263$339.3K0.00%−489−13.0%Reduced
Teachers Retirement System of the State of Kentucky3,624$376.0K0.00%00.0%Unchanged
Kula Investments, LLC3,709$385.6K0.10%+3,709New
Arizona State Retirement System3,832$398.4K0.00%+103+2.8%Added
Change Path, LLC3,898$405.0K0.02%+424+12.2%Added
D. E. Shaw & Co., Inc.4,000$415.9K0.00%+666+20.0%Added
State Board of Administration of Florida Retirement System4,105$426.8K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund4,128$429.2K0.01%−10−0.2%Reduced
Eqis Capital Management, Inc.4,205$437.2K0.05%+475+12.7%Added
Millennium Management LLC4,314$449.0K0.00%+4,314New
American Century Companies Inc4,386$449.3K0.00%+833+23.4%Added
Pathstone Family Office, LLC4,431$460.7K0.01%−166−3.6%Reduced
New York Life Investment Management LLC4,600$478.3K0.01%+4,600New
Man Group plc–$502.4K0.00%–New
Maryland State Retirement & Pension System5,013$521.2K0.01%−130−2.5%Reduced
Stifel Financial Corp5,274$548.3K0.00%−1,605−23.3%Reduced
Allspring Global Investments Holdings, LLC5,312$552.3K0.00%+963+22.1%Added
AQR Capital Management LLC5,347$555.9K0.00%+239+4.7%Added
Jane Street Group, LLC5,398$561.2K0.00%−1,198−18.2%Reduced
Teacher Retirement System of Texas5,495$571.0K0.00%−243−4.2%Reduced
Commonwealth Equity Services, LLC5,508$572.0K0.00%−2,830−33.9%Reduced
Janus Henderson Group PLC5,731$595.2K0.00%−2,480−30.2%Reduced
Louisiana State Employees Retirement System5,800$603.0K0.02%−100−1.7%Reduced
Amalgamated Bank5,834$607.0K0.01%−424−6.8%Reduced
Ensign Peak Advisors, Inc5,910$614.5K0.00%+850+16.8%Added
Susquehanna Fundamental Investments, LLC5,944$618.0K0.01%−1,664−21.9%Reduced
One Day In July LLC6,200$644.6K0.12%+6,200New
Citigroup Inc6,334$658.5K0.00%−1,699−21.2%Reduced
STRS Ohio6,500$675.0K0.00%00.0%Unchanged