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, Q2 2023
Institutional positions in NV5 Global, Inc. as of Jun 30, 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
- 199
- −13 vs. Q1 2023
- Shares held
- 11.6M
- +234.8K (+2.1%) vs. Q1 2023
- Total value
- $1.28B
- +$102.6M (+8.7%) vs. Q1 2023
- New holders
- 27
- 75 more added
- Sold out
- 40
- 72 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $111 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 2 | $222 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $222 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 3 | $333 | 0.00% | −1−25.0% | Reduced |
| Allworth Financial LP | 3 | $333 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $333 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 5 | $554 | 0.00% | −5−50.0% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $997 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 13 | $1.00K | 0.00% | +13 | New |
| Signaturefd, LLC | 11 | $1.22K | 0.00% | −2−15.4% | Reduced |
| Parkside Financial Bank & Trust | 14 | $1.55K | 0.00% | +8+133.3% | Added |
| Massmutual Trust Co FSB | 26 | $2.88K | 0.00% | +12+85.7% | Added |
| Fifth Third Bancorp | 34 | $3.77K | 0.00% | −201−85.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 36 | $3.99K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $4.43K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $4.43K | 0.00% | +40 | New |
| Key Financial Inc | 50 | $5.54K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $9.41K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 98 | $10.9K | 0.00% | +70+250.0% | Added |
| Parallel Advisors, LLC | 115 | $12.7K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 123 | $13.6K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 179 | $19.8K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $22.2K | 0.00% | +200 | New |
| Meitav Dash Investments Ltd | 200 | $22.2K | 0.00% | +200 | New |
| Proequities, Inc. | 209 | $23.1K | 0.00% | +16+8.3% | Added |
| US Bancorp | 269 | $29.8K | 0.00% | −1,231−82.1% | Reduced |
| Nisa Investment Advisors, LLC | 275 | $30.5K | 0.00% | +68+32.9% | Added |
| Geneos Wealth Management Inc. | 280 | $31.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 292 | $32.0K | 0.02% | −225−43.5% | Reduced |
| The PNC Financial Services Group, Inc. | 353 | $39.1K | 0.00% | +211+148.6% | Added |
| Cutler Group LP | 400 | $44.0K | 0.01% | +400 | New |
| Gilder Gagnon Howe & Co LLC | 644 | $71.3K | 0.00% | +644 | New |
| Clearstead Advisors, LLC | 700 | $77.5K | 0.00% | +700 | New |
| Metropolitan Life Insurance Co | 750 | $83.1K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 987 | $109.0K | 0.00% | +865+709.0% | Added |
| KBC Group NV | 1,002 | $111.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $111.0K | 0.05% | +1,000 | New |
| SRS Capital Advisors, Inc. | 1,006 | $111.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,082 | $119.9K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,229 | $136.1K | 0.00% | −1,228−50.0% | Reduced |
| State of Wyoming | 1,398 | $154.9K | 0.05% | +263+23.2% | Added |
| Essex Investment Management Co LLC | 1,700 | $188.3K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,767 | $195.7K | 0.01% | +1,291+271.2% | Added |
| Cim, LLC | 1,838 | $203.6K | 0.04% | +1,838 | New |
| Advisor Group Holdings, Inc. | 1,897 | $210.1K | 0.00% | −186−8.9% | Reduced |
| Liberty One Investment Management, LLC | 2,009 | $222.5K | 0.03% | +4+0.2% | Added |
| Financial Avengers, Inc. | 2,017 | $223.4K | 0.15% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,040 | $226.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,096 | $232.2K | 0.00% | +163+8.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,160 | $239.3K | 0.00% | +498+30.0% | Added |
| Franklin Resources Inc | 2,180 | $241.5K | 0.00% | +2,180 | New |
| Petrus Trust Company, LTA | 2,445 | $270.8K | 0.03% | +2,445 | New |
| Mutual of America Capital Management LLC | 2,455 | $271.9K | 0.00% | −108−4.2% | Reduced |
| Royal Bank of Canada | 2,639 | $293.0K | 0.00% | −42,727−94.2% | Reduced |
| Orion Capital Management LLC | 2,800 | $310.2K | 0.20% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,915 | $322.9K | 0.00% | +2,915 | New |
| Tandem Investment Advisors, Inc. | 3,050 | $338.0K | 0.01% | +255+9.1% | Added |
| Putnam Investments LLC | 3,518 | $389.7K | 0.00% | +255+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 3,824 | $424.0K | 0.00% | +200+5.5% | Added |
| State Board of Administration of Florida Retirement System | 3,855 | $427.0K | 0.00% | −250−6.1% | Reduced |
| AQR Capital Management LLC | 3,908 | $432.9K | 0.00% | −1,439−26.9% | Reduced |
| Eqis Capital Management, Inc. | 3,914 | $433.6K | 0.05% | −291−6.9% | Reduced |
| Oregon Public Employees Retirement Fund | 3,920 | $434.2K | 0.01% | −208−5.0% | Reduced |
| Arizona State Retirement System | 3,926 | $434.9K | 0.00% | +94+2.5% | Added |
| New York Life Investment Management LLC | 3,964 | $439.1K | 0.00% | −636−13.8% | Reduced |
| Mirabella Financial Services LLP | 4,121 | $456.5K | 0.05% | +4,121 | New |
| D. E. Shaw & Co., Inc. | 4,200 | $465.2K | 0.00% | +200+5.0% | Added |
| Pathstone Family Office, LLC | 4,201 | $465.4K | 0.01% | −230−5.2% | Reduced |
| QV Investors Inc. | 4,350 | $482.0K | 0.04% | +1,650+61.1% | Added |
| Victory Capital Management Inc | 4,599 | $509.4K | 0.00% | −7,936−63.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,762 | $527.5K | 0.00% | −550−10.4% | Reduced |
| Maryland State Retirement & Pension System | 4,896 | $542.3K | 0.01% | −117−2.3% | Reduced |
| One Day In July LLC | 5,134 | $568.7K | 0.10% | −1,066−17.2% | Reduced |
| New York State Teachers Retirement System | 5,157 | $571.0K | 0.00% | −1,701−24.8% | Reduced |
| Allianz Asset Management GmbH | 5,300 | $587.1K | 0.00% | −7,100−57.3% | Reduced |
| Graham Capital Management, L.P. | 5,466 | $605.5K | 0.02% | +5,466 | New |
| Stifel Financial Corp | 5,554 | $615.2K | 0.00% | +280+5.3% | Added |
| Commonwealth Equity Services, LLC | 5,591 | $619.0K | 0.00% | +83+1.5% | Added |
| New York State Common Retirement Fund | 5,607 | $621.1K | 0.00% | −19,428−77.6% | Reduced |
| Amalgamated Bank | 5,722 | $634.0K | 0.01% | −112−1.9% | Reduced |
| Janus Henderson Group PLC | 5,718 | $634.0K | 0.00% | −13−0.2% | Reduced |
| Bank of America Corp | 5,745 | $636.4K | 0.00% | −16,079−73.7% | Reduced |
| Ensign Peak Advisors, Inc | 5,910 | $654.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,022 | $667.1K | 0.00% | −5,908−49.5% | Reduced |
| LPL Financial LLC | 6,130 | $679.0K | 0.00% | −3,015−33.0% | Reduced |
| Deutsche Bank AG | 6,333 | $701.5K | 0.00% | −3,647−36.5% | Reduced |
| Louisiana State Employees Retirement System | 6,600 | $731.1K | 0.02% | +800+13.8% | Added |
| Barclays PLC | 6,801 | $753.3K | 0.00% | −49−0.7% | Reduced |
| Yousif Capital Management, LLC | 7,025 | $778.2K | 0.01% | −351−4.8% | Reduced |
| Pacific Ridge Capital Partners, LLC | 7,081 | $784.4K | 0.18% | +11+0.2% | Added |
| MetLife Investment Management | 7,184 | $795.8K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 7,243 | $802.3K | 0.00% | −73−1.0% | Reduced |
| Susquehanna International Group, LLP | 7,479 | $828.4K | 0.00% | −2,560−25.5% | Reduced |
| AE Wealth Management LLC | 7,714 | $854.5K | 0.01% | +226+3.0% | Added |
| Yorktown Management & Research Co Inc | 8,000 | $886.2K | 0.95% | −2,400−23.1% | Reduced |
| State of Tennessee, Treasury Department | 8,248 | $913.6K | 0.00% | −94−1.1% | Reduced |
| State of Alaska, Department of Revenue | 8,269 | $915.0K | 0.01% | −255−3.0% | Reduced |
| Squarepoint Ops LLC | 8,447 | $935.7K | 0.01% | −7,178−45.9% | Reduced |
| Boulder Hill Capital Management LP | 8,700 | $963.7K | 1.86% | +8,700 | New |