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 2024
Institutional positions in NV5 Global, Inc. as of Jun 30, 2024. 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
- 213
- +5 vs. Q1 2024
- Shares held
- 12.1M
- +34.3K (+0.3%) vs. Q1 2024
- Total value
- $1.13B
- −$55.7M (−4.7%) vs. Q1 2024
- New holders
- 30
- 75 more added
- Sold out
- 25
- 60 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $93 | 0.00% | +1 | New |
| Quest Partners LLC | 2 | $186 | 0.00% | −9−81.8% | Reduced |
| SJS Investment Consulting Inc. | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $279 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $372 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $465 | 0.00% | −10−66.7% | Reduced |
| Rothschild Investment LLC | 5 | $465 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 5 | $516 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6 | $558 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $651 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 8 | $744 | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 9 | $837 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 13 | $1.21K | 0.00% | +13 | New |
| Ronald Blue Trust, Inc. | 16 | $1.57K | 0.00% | +16 | New |
| Naples Money Management LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $1.77K | 0.00% | +19 | New |
| Simplex Trading, LLC | 30 | $2.00K | 0.00% | −105−77.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 36 | $3.35K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 37 | $3.44K | 0.00% | −63−63.0% | Reduced |
| GAMMA Investing LLC | 37 | $3.44K | 0.00% | +27+270.0% | Added |
| Global Retirement Partners, LLC | 39 | $3.63K | 0.00% | +39 | New |
| Blume Capital Management, Inc. | 40 | $3.72K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $3.72K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 45 | $4.18K | 0.00% | +7+18.4% | Added |
| Main Street Group, LTD | 66 | $5.99K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 69 | $6.42K | 0.00% | +8+13.1% | Added |
| Quarry LP | 88 | $8.18K | 0.00% | +36+69.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $10.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 115 | $10.7K | 0.00% | −2−1.7% | Reduced |
| Principal Securities, Inc. | 161 | $15.0K | 0.00% | −15−8.5% | Reduced |
| NBC Securities, Inc. | 174 | $16.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 175 | $16.3K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 191 | $17.7K | 0.00% | +191 | New |
| Nisa Investment Advisors, LLC | 191 | $17.8K | 0.00% | +13+7.3% | Added |
| Evermay Wealth Management LLC | 200 | $18.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 462 | $43.0K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 468 | $43.5K | 0.01% | +468 | New |
| Penserra Capital Management LLC | 681 | $63.0K | 0.00% | +81+13.5% | Added |
| Clearstead Advisors, LLC | 700 | $65.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 840 | $78.1K | 0.00% | −187,654−99.6% | Reduced |
| SRS Capital Advisors, Inc. | 904 | $84.0K | 0.01% | −102−10.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 965 | $89.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,127 | $104.8K | 0.00% | −31−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,233 | $114.6K | 0.00% | −292−19.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,253 | $116.5K | 0.00% | −1,553−55.3% | Reduced |
| Essex Investment Management Co LLC | 1,400 | $130.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,440 | $133.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,595 | $148.3K | 0.07% | +1,375+625.0% | Added |
| Aquatic Capital Management LLC | 1,600 | $148.8K | 0.01% | −1,800−52.9% | Reduced |
| Financial Avengers, Inc. | 1,700 | $158.0K | 0.08% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,732 | $161.0K | 0.02% | −280−13.9% | Reduced |
| Amundi | 1,909 | $175.4K | 0.00% | +1,909 | New |
| Orion Capital Management LLC | 1,900 | $176.6K | 0.09% | −400−17.4% | Reduced |
| Manchester Capital Management LLC | 2,040 | $189.7K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,075 | $192.9K | 0.12% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,194 | $204.0K | 0.00% | +2,194 | New |
| Quantbot Technologies LP | 2,234 | $207.7K | 0.01% | −985−30.6% | Reduced |
| Handelsbanken Fonder AB | 2,300 | $214.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,370 | $220.3K | 0.04% | +99+4.4% | Added |
| Royal Bank of Canada | 2,400 | $223.0K | 0.00% | +726+43.4% | Added |
| Franklin Resources Inc | 2,779 | $258.4K | 0.00% | +345+14.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,783 | $258.7K | 0.00% | +37+1.3% | Added |
| Walleye Capital LLC | 2,872 | $267.0K | 0.00% | +2,872 | New |
| US Bancorp | 2,906 | $270.2K | 0.00% | +513+21.4% | Added |
| Janney Montgomery Scott LLC | 2,914 | $271.0K | 0.00% | +190+7.0% | Added |
| First Horizon Advisors, Inc. | 2,965 | $275.7K | 0.01% | +2,527+576.9% | Added |
| Paloma Partners Management Co | 3,015 | $280.3K | 0.02% | +3,015 | New |
| Oregon Public Employees Retirement Fund | 3,125 | $290.5K | 0.01% | −300−8.8% | Reduced |
| Point72 Asset Management, L.P. | 3,297 | $306.6K | 0.00% | +3,297 | New |
| UniSuper Management Pty Ltd | 3,368 | $313.1K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 3,400 | $316.1K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,459 | $322.0K | 0.00% | +167+5.1% | Added |
| New York State Teachers Retirement System | 3,515 | $327.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 3,647 | $339.1K | 0.02% | +331+10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,698 | $343.8K | 0.00% | +780+26.7% | Added |
| Tower Research Capital LLC (TRC) | 3,716 | $345.5K | 0.01% | +2,310+164.3% | Added |
| CWM Advisors, LLC | 3,756 | $349.2K | 0.04% | +115+3.2% | Added |
| Tandem Investment Advisors, Inc. | 3,774 | $351.0K | 0.01% | −96−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,824 | $355.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,904 | $363.0K | 0.00% | −8−0.2% | Reduced |
| Arizona State Retirement System | 4,009 | $372.7K | 0.00% | +77+2.0% | Added |
| Avantax Advisory Services, Inc. | 4,037 | $375.3K | 0.00% | +4,037 | New |
| Cynosure Management, LLC | 4,142 | $385.1K | 0.06% | +999+31.8% | Added |
| One Day In July LLC | 4,181 | $388.7K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,504 | $418.7K | 0.01% | −118−2.6% | Reduced |
| Price T Rowe Associates Inc | 4,540 | $423.0K | 0.00% | +568+14.3% | Added |
| QV Investors Inc. | 4,660 | $433.0K | 0.04% | +120+2.6% | Added |
| Sherbrooke Park Advisers LLC | 4,768 | $443.3K | 0.08% | +4,768 | New |
| Yousif Capital Management, LLC | 5,178 | $481.4K | 0.01% | −578−10.0% | Reduced |
| Pathstone Holdings, LLC | 5,242 | $487.3K | 0.00% | +61+1.2% | Added |
| Barclays PLC | 5,283 | $491.2K | 0.00% | −7,334−58.1% | Reduced |
| Stifel Financial Corp | 5,305 | $493.2K | 0.00% | +102+2.0% | Added |
| Gsa Capital Partners LLP | 5,412 | $503.0K | 0.04% | +5,412 | New |
| Susquehanna Portfolio Strategies, LLC | 5,526 | $513.8K | 0.02% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 5,619 | $522.4K | 0.13% | +7+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 5,623 | $522.8K | 0.04% | +5,623 | New |