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 2023
Institutional positions in NV5 Global, Inc. as of Dec 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
- 204
- +12 vs. Q3 2023
- Shares held
- 12.2M
- +522.4K (+4.5%) vs. Q3 2023
- Total value
- $1.36B
- +$231.9M (+20.6%) vs. Q3 2023
- New holders
- 33
- 64 more added
- Sold out
- 21
- 71 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $111 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $223 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $334 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $555 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $556 | 0.00% | +3+150.0% | Added |
| EverSource Wealth Advisors, LLC | 5 | $556 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 5 | $556 | 0.00% | +5 | New |
| Parkside Financial Bank & Trust | 6 | $667 | 0.00% | −11−64.7% | Reduced |
| Signaturefd, LLC | 6 | $667 | 0.00% | +6 | New |
| Bessemer Group Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $1.22K | 0.00% | +1+10.0% | Added |
| GAMMA Investing LLC | 13 | $1.36K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 15 | $1.67K | 0.00% | +5+50.0% | Added |
| Advisory Services Network, LLC | 15 | $1.67K | 0.00% | +15 | New |
| Naples Money Management LLC | 19 | $2.11K | 0.00% | +19 | New |
| Steward Partners Investment Advisory, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 36 | $4.00K | 0.00% | +36 | New |
| Fifth Third Bancorp | 38 | $4.22K | 0.00% | −21−35.6% | Reduced |
| Blume Capital Management, Inc. | 40 | $4.45K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $4.45K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $4.67K | 0.00% | +42 | New |
| Private Trust Co NA | 47 | $5.22K | 0.00% | +47 | New |
| Main Street Group, LTD | 66 | $7.33K | 0.00% | +66 | New |
| Compagnie Lombard Odier SCmA | 85 | $9.45K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $11.1K | 0.00% | −15−13.0% | Reduced |
| Umb Bank N A | 109 | $12.1K | 0.00% | +109 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $12.2K | 0.01% | +110 | New |
| Quadrant Capital Group LLC | 149 | $16.6K | 0.00% | −23−13.4% | Reduced |
| NBC Securities, Inc. | 174 | $19.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 171 | $19.0K | 0.00% | −110−39.1% | Reduced |
| Principal Securities, Inc. | 197 | $21.9K | 0.00% | +197 | New |
| Evermay Wealth Management LLC | 200 | $22.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 225 | $25.0K | 0.00% | +16+7.7% | Added |
| Quantbot Technologies LP | 288 | $32.0K | 0.00% | −420−59.3% | Reduced |
| First Horizon Advisors, Inc. | 324 | $36.0K | 0.00% | +324 | New |
| Clear Street Markets LLC | 400 | $44.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 447 | $49.0K | 0.00% | −6−1.3% | Reduced |
| KBC Group NV | 462 | $51.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 700 | $77.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 817 | $90.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,006 | $111.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 1,169 | $129.9K | 0.00% | −55−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,198 | $133.1K | 0.00% | −2,343−66.2% | Reduced |
| Essex Investment Management Co LLC | 1,400 | $155.6K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,440 | $160.0K | 0.01% | +89+6.6% | Added |
| Aquatic Capital Management LLC | 1,500 | $167.0K | 0.00% | −100−6.3% | Reduced |
| US Bancorp | 1,659 | $184.3K | 0.00% | +1,468+768.6% | Added |
| Financial Avengers, Inc. | 1,750 | $194.5K | 0.12% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,773 | $197.0K | 0.02% | −61−3.3% | Reduced |
| Cim, LLC | 1,887 | $205.5K | 0.03% | +1,887 | New |
| Wealth Enhancement Advisory Services, LLC | 1,851 | $205.7K | 0.00% | −233−11.2% | Reduced |
| Pictet Asset Management Holding SA | 1,975 | $219.5K | 0.00% | +1,975 | New |
| Manchester Capital Management LLC | 2,040 | $226.7K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,062 | $229.1K | 0.00% | +2,062 | New |
| Cetera Trust Company, N.A | 2,075 | $230.6K | 0.14% | +2,075 | New |
| Everence Capital Management Inc | 2,110 | $234.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,226 | $247.4K | 0.00% | −3−0.1% | Reduced |
| Orion Capital Management LLC | 2,300 | $255.6K | 0.15% | 00.0% | Unchanged |
| Millennium Management LLC | 2,318 | $257.6K | 0.00% | +2,318 | New |
| State of Wyoming | 2,364 | $262.7K | 0.05% | +337+16.6% | Added |
| Janney Montgomery Scott LLC | 2,443 | $271.0K | 0.00% | +2,443 | New |
| Franklin Resources Inc | 2,440 | $271.1K | 0.00% | +86+3.7% | Added |
| ProShare Advisors LLC | 2,585 | $287.2K | 0.00% | +2,585 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,744 | $304.9K | 0.00% | −5,755−67.7% | Reduced |
| Pitcairn Co | 2,785 | $309.5K | 0.02% | +2,785 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,918 | $324.2K | 0.00% | +758+35.1% | Added |
| Trust Point Inc. | 2,959 | $328.8K | 0.03% | +2,959 | New |
| The PNC Financial Services Group, Inc. | 3,059 | $339.9K | 0.00% | +2,624+603.2% | Added |
| D. E. Shaw & Co., Inc. | 3,191 | $354.6K | 0.00% | −709−18.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,250 | $361.0K | 0.00% | −55−1.7% | Reduced |
| New York Life Investment Management LLC | 3,346 | $371.8K | 0.00% | −78−2.3% | Reduced |
| CWM Advisors, LLC | 3,444 | $382.7K | 0.04% | +242+7.6% | Added |
| Tandem Investment Advisors, Inc. | 3,539 | $393.0K | 0.02% | +139+4.1% | Added |
| Oregon Public Employees Retirement Fund | 3,677 | $408.6K | 0.01% | −143−3.7% | Reduced |
| Jane Street Group, LLC | 3,742 | $415.8K | 0.00% | +3,742 | New |
| New York State Teachers Retirement System | 3,815 | $424.0K | 0.00% | −642−14.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,824 | $425.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 3,856 | $428.5K | 0.00% | +251+7.0% | Added |
| State Board of Administration of Florida Retirement System | 3,925 | $436.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,998 | $444.3K | 0.00% | −27−0.7% | Reduced |
| One Day In July LLC | 4,181 | $464.6K | 0.07% | −953−18.6% | Reduced |
| State of Tennessee, Treasury Department | 4,229 | $469.9K | 0.00% | −3,195−43.0% | Reduced |
| Azzad Asset Management Inc | 4,295 | $477.3K | 0.06% | +4,295 | New |
| QV Investors Inc. | 4,330 | $481.0K | 0.04% | −20−0.5% | Reduced |
| Maryland State Retirement & Pension System | 4,622 | $513.6K | 0.01% | −60−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,792 | $532.5K | 0.01% | +4,405+1,138.2% | Added |
| Pathstone Holdings, LLC | 4,922 | $546.9K | 0.00% | +4,922 | New |
| First National Bank of Omaha | 4,992 | $554.7K | 0.03% | +4,992 | New |
| Commonwealth Equity Services, LLC | 5,591 | $621.0K | 0.00% | +5+0.1% | Added |
| New York State Common Retirement Fund | 5,621 | $624.6K | 0.00% | +39+0.7% | Added |
| Amalgamated Bank | 5,626 | $625.0K | 0.00% | −53−0.9% | Reduced |
| Neuberger Berman Group LLC | 5,630 | $625.6K | 0.00% | +1,001+21.6% | Added |
| Stifel Financial Corp | 5,655 | $628.4K | 0.00% | −213−3.6% | Reduced |
| Janus Henderson Group PLC | 5,715 | $635.0K | 0.00% | −5−0.1% | Reduced |
| Royal Bank of Canada | 5,835 | $649.0K | 0.00% | +2,812+93.0% | Added |
| Ensign Peak Advisors, Inc | 5,910 | $656.7K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 5,914 | $657.2K | 0.00% | +5,914 | New |