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, Q3 2023
Institutional positions in NV5 Global, Inc. as of Sep 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
- 194
- −4 vs. Q2 2023
- Shares held
- 11.7M
- +105.6K (+0.9%) vs. Q2 2023
- Total value
- $1.12B
- −$158.0M (−12.3%) vs. Q2 2023
- New holders
- 21
- 64 more added
- Sold out
- 25
- 76 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −291−99.7% | Reduced |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 2 | $192 | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 2 | $193 | 0.00% | −1−33.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $289 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $866 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $962 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 10 | $963 | 0.00% | +5+100.0% | Added |
| Bessemer Group Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $1.64K | 0.00% | +3+21.4% | Added |
| Massmutual Trust Co FSB | 26 | $2.50K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 36 | $3.46K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $3.85K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $3.85K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $4.81K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 59 | $5.68K | 0.00% | +25+73.5% | Added |
| Compagnie Lombard Odier SCmA | 85 | $8.18K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 90 | $8.66K | 0.00% | −4,672−98.1% | Reduced |
| Huntington National Bank | 100 | $9.62K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 115 | $11.1K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 123 | $11.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $14.0K | 0.00% | +150 | New |
| Operose Advisors LLC | 150 | $14.4K | 0.01% | +150 | New |
| NBC Securities, Inc. | 174 | $16.0K | 0.00% | +174 | New |
| Quadrant Capital Group LLC | 172 | $16.6K | 0.00% | +74+75.5% | Added |
| Creative Planning | 179 | $17.2K | 0.00% | +179 | New |
| US Bancorp | 191 | $18.4K | 0.00% | −78−29.0% | Reduced |
| Evermay Wealth Management LLC | 200 | $19.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 209 | $20.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 281 | $27.0K | 0.00% | +6+2.2% | Added |
| Tower Research Capital LLC (TRC) | 387 | $37.2K | 0.00% | −1,380−78.1% | Reduced |
| Clear Street Markets LLC | 400 | $38.0K | 0.03% | −600−60.0% | Reduced |
| The PNC Financial Services Group, Inc. | 435 | $41.9K | 0.00% | +82+23.2% | Added |
| Penserra Capital Management LLC | 453 | $43.0K | 0.00% | −534−54.1% | Reduced |
| KBC Group NV | 462 | $44.0K | 0.00% | −540−53.9% | Reduced |
| Clearstead Advisors, LLC | 700 | $67.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 708 | $68.1K | 0.00% | +708 | New |
| Metropolitan Life Insurance Co | 817 | $78.6K | 0.00% | +67+8.9% | Added |
| SRS Capital Advisors, Inc. | 1,006 | $96.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 1,224 | $117.8K | 0.00% | −5−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,351 | $130.0K | 0.01% | +269+24.9% | Added |
| Essex Investment Management Co LLC | 1,400 | $134.7K | 0.02% | −300−17.6% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $154.0K | 0.01% | +1,600 | New |
| Financial Avengers, Inc. | 1,750 | $168.4K | 0.11% | −267−13.2% | Reduced |
| Liberty One Investment Management, LLC | 1,834 | $176.5K | 0.03% | −175−8.7% | Reduced |
| State of Wyoming | 2,027 | $195.1K | 0.04% | +629+45.0% | Added |
| Manchester Capital Management LLC | 2,040 | $196.3K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,084 | $200.5K | 0.00% | +2,084 | New |
| Everence Capital Management Inc | 2,110 | $203.0K | 0.02% | +2,110 | New |
| Graham Capital Management, L.P. | 2,115 | $203.5K | 0.01% | −3,351−61.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,160 | $207.9K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,229 | $214.5K | 0.00% | −226−9.2% | Reduced |
| Orion Capital Management LLC | 2,300 | $221.3K | 0.14% | −500−17.9% | Reduced |
| Franklin Resources Inc | 2,354 | $226.5K | 0.00% | +174+8.0% | Added |
| XTX Topco Ltd | 2,699 | $259.7K | 0.04% | +2,699 | New |
| Royal Bank of Canada | 3,023 | $290.0K | 0.00% | +384+14.6% | Added |
| CWM Advisors, LLC | 3,202 | $308.1K | 0.04% | +3,202 | New |
| Advisor Group Holdings, Inc. | 3,305 | $318.0K | 0.00% | +1,408+74.2% | Added |
| Tandem Investment Advisors, Inc. | 3,400 | $327.2K | 0.01% | +350+11.5% | Added |
| New York Life Investment Management LLC | 3,424 | $329.5K | 0.00% | −540−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,541 | $340.8K | 0.00% | −11,426−76.3% | Reduced |
| State of Wisconsin Investment Board | 3,605 | $346.9K | 0.00% | +3,605 | New |
| Oregon Public Employees Retirement Fund | 3,820 | $367.6K | 0.01% | −100−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,824 | $368.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,900 | $375.3K | 0.00% | −300−7.1% | Reduced |
| State Board of Administration of Florida Retirement System | 3,925 | $377.7K | 0.00% | +70+1.8% | Added |
| Arizona State Retirement System | 4,025 | $387.3K | 0.00% | +99+2.5% | Added |
| Pathstone Family Office, LLC | 4,258 | $409.7K | 0.00% | +57+1.4% | Added |
| Petrus Trust Company, LTA | 4,267 | $410.6K | 0.04% | +1,822+74.5% | Added |
| QV Investors Inc. | 4,350 | $419.0K | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 4,457 | $429.0K | 0.00% | −700−13.6% | Reduced |
| Neuberger Berman Group LLC | 4,629 | $445.4K | 0.00% | +1,714+58.8% | Added |
| Maryland State Retirement & Pension System | 4,682 | $450.5K | 0.01% | −214−4.4% | Reduced |
| SG Americas Securities, LLC | 4,888 | $470.0K | 0.01% | +4,888 | New |
| Campbell & CO Investment Adviser LLC | 4,993 | $480.5K | 0.06% | +4,993 | New |
| Jump Financial, LLC | 5,058 | $486.7K | 0.02% | +5,058 | New |
| Citigroup Inc | 5,125 | $493.2K | 0.00% | −5,183−50.3% | Reduced |
| One Day In July LLC | 5,134 | $494.0K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,154 | $496.0K | 0.00% | −2,325−31.1% | Reduced |
| New York State Common Retirement Fund | 5,582 | $537.2K | 0.00% | −25−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 5,586 | $538.0K | 0.00% | −5−0.1% | Reduced |
| Squarepoint Ops LLC | 5,672 | $545.8K | 0.00% | −2,775−32.9% | Reduced |
| Amalgamated Bank | 5,679 | $546.0K | 0.00% | −43−0.8% | Reduced |
| Janus Henderson Group PLC | 5,720 | $550.0K | 0.00% | +20.0% | Added |
| State of New Jersey Common Pension Fund D | 5,723 | $550.7K | 0.00% | −20,715−78.4% | Reduced |
| Stifel Financial Corp | 5,868 | $564.7K | 0.00% | +314+5.7% | Added |
| Ensign Peak Advisors, Inc | 5,910 | $568.7K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,052 | $582.4K | 0.00% | +1,453+31.6% | Added |
| LPL Financial LLC | 6,280 | $604.3K | 0.00% | +150+2.4% | Added |
| Louisiana State Employees Retirement System | 6,500 | $625.5K | 0.01% | −100−1.5% | Reduced |
| Barclays PLC | 6,561 | $631.4K | 0.00% | −240−3.5% | Reduced |
| UBS Group AG | 6,726 | $647.2K | 0.00% | −8,126−54.7% | Reduced |
| Yousif Capital Management, LLC | 6,736 | $648.2K | 0.01% | −289−4.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 7,051 | $678.5K | 0.16% | −30−0.4% | Reduced |
| MetLife Investment Management | 7,184 | $691.3K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,189 | $691.8K | 0.00% | +856+13.5% | Added |
| State of Tennessee, Treasury Department | 7,424 | $714.4K | 0.00% | −824−10.0% | Reduced |
| Illinois Municipal Retirement Fund | 7,441 | $716.0K | 0.01% | +7,441 | New |