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 2024
Institutional positions in NV5 Global, Inc. as of Sep 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
- +2 vs. Q2 2024
- Shares held
- 12.2M
- +2.33M (+23.5%) vs. Q2 2024
- Total value
- $1.13B
- +$213.6M (+23.2%) vs. Q2 2024
- New holders
- 28
- 76 more added
- Sold out
- 26
- 75 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Quest Partners LLC | 1 | $93 | 0.00% | −1−50.0% | Reduced |
| Larson Financial Group LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $94 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $187 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 3 | $281 | 0.00% | −1−25.0% | Reduced |
| Parkside Financial Bank & Trust | 4 | $374 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 5 | $467 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $468 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $655 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $841 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $935 | 0.00% | +5+100.0% | Added |
| Proequities, Inc. | 12 | $1.12K | 0.00% | +1+9.1% | Added |
| Naples Money Management LLC | 12 | $1.12K | 0.00% | −7−36.8% | Reduced |
| Beacon Capital Management, LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $1.59K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 19 | $1.78K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 36 | $3.37K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 36 | $3.37K | 0.00% | +36 | New |
| Quadrant Capital Group LLC | 37 | $3.46K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 40 | $3.74K | 0.00% | −5−11.1% | Reduced |
| PSI Advisors, LLC | 40 | $3.74K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $3.74K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $3.83K | 0.00% | +2+5.1% | Added |
| Meeder Asset Management Inc | 41 | $3.83K | 0.00% | +41 | New |
| Simplex Trading, LLC | 53 | $4.00K | 0.00% | +23+76.7% | Added |
| Sterling Capital Management LLC | 44 | $4.11K | 0.00% | +44 | New |
| Main Street Group, LTD | 66 | $6.17K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 69 | $6.45K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 88 | $8.23K | 0.00% | +51+137.8% | Added |
| Peterson Wealth Services | 100 | $9.35K | 0.00% | +100 | New |
| nVerses Capital, LLC | 100 | $9.35K | 0.00% | +100 | New |
| Quarry LP | 103 | $9.63K | 0.00% | +15+17.0% | Added |
| Aster Capital Management (DIFC) Ltd | 109 | $10.2K | 0.00% | +109 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $10.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $12.2K | 0.00% | +16+13.9% | Added |
| Principal Securities, Inc. | 154 | $14.4K | 0.00% | −7−4.3% | Reduced |
| Oarsman Capital, Inc. | 155 | $14.5K | 0.00% | +155 | New |
| Nisa Investment Advisors, LLC | 185 | $17.3K | 0.00% | −6−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 260 | $24.3K | 0.00% | −3,456−93.0% | Reduced |
| BNP Paribas | 350 | $32.7K | 0.00% | +350 | New |
| Ronald Blue Trust, Inc. | 648 | $60.2K | 0.00% | +632+3,950.0% | Added |
| KBC Group NV | 673 | $63.0K | 0.00% | +211+45.7% | Added |
| Clearstead Advisors, LLC | 700 | $65.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 720 | $67.0K | 0.00% | +39+5.7% | Added |
| FMR LLC | 894 | $83.5K | 0.00% | +54+6.4% | Added |
| SRS Capital Advisors, Inc. | 904 | $84.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,003 | $93.8K | 0.00% | +38+3.9% | Added |
| CIBC Private Wealth Group, LLC | 1,089 | $101.8K | 0.00% | +1,089 | New |
| Natixis | 1,102 | $103.0K | 0.00% | −25−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,335 | $124.8K | 0.00% | +82+6.5% | Added |
| Essex Investment Management Co LLC | 1,400 | $130.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,440 | $134.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,529 | $142.9K | 0.00% | +296+24.0% | Added |
| Liberty One Investment Management, LLC | 1,622 | $151.6K | 0.02% | −110−6.4% | Reduced |
| Financial Avengers, Inc. | 1,700 | $158.9K | 0.08% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,140 | $200.0K | 0.12% | +65+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,180 | $203.8K | 0.00% | −14−0.6% | Reduced |
| Net Worth Advisory Group | 2,252 | $210.5K | 0.06% | +2,252 | New |
| Amundi | 2,293 | $211.1K | 0.00% | +384+20.1% | Added |
| Orion Capital Management LLC | 2,300 | $215.0K | 0.10% | +400+21.1% | Added |
| Royal Bank of Canada | 2,572 | $241.0K | 0.00% | +172+7.2% | Added |
| State of Wyoming | 2,584 | $241.6K | 0.03% | +214+9.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,784 | $260.2K | 0.00% | +10.0% | Added |
| Handelsbanken Fonder AB | 2,800 | $262.0K | 0.00% | +500+21.7% | Added |
| Petrus Trust Company, LTA | 2,815 | $263.1K | 0.03% | −3,436−55.0% | Reduced |
| Janney Montgomery Scott LLC | 2,920 | $273.0K | 0.00% | +6+0.2% | Added |
| US Bancorp | 2,949 | $275.7K | 0.00% | +43+1.5% | Added |
| ProShare Advisors LLC | 2,954 | $276.1K | 0.00% | +2,954 | New |
| First Horizon Advisors, Inc. | 2,965 | $277.2K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,025 | $282.8K | 0.01% | −100−3.2% | Reduced |
| New York State Teachers Retirement System | 3,215 | $301.0K | 0.00% | −300−8.5% | Reduced |
| Pitcairn Co | 3,355 | $313.6K | 0.02% | −292−8.0% | Reduced |
| Tandem Investment Advisors, Inc. | 3,657 | $342.0K | 0.01% | −117−3.1% | Reduced |
| One Day In July LLC | 3,696 | $345.5K | 0.04% | −485−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,698 | $345.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,700 | $345.9K | 0.00% | −9,800−72.6% | Reduced |
| NBC Securities, Inc. | 3,730 | $348.0K | 0.03% | +3,556+2,043.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,824 | $358.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,896 | $364.0K | 0.00% | −8−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 3,987 | $372.7K | 0.00% | −50−1.2% | Reduced |
| Cynosure Management, LLC | 4,007 | $374.6K | 0.05% | −135−3.3% | Reduced |
| Arizona State Retirement System | 4,184 | $391.1K | 0.00% | +175+4.4% | Added |
| Pacific Ridge Capital Partners, LLC | 4,189 | $391.6K | 0.09% | −1,430−25.4% | Reduced |
| Versor Investments LP | 4,206 | $393.2K | 0.06% | +806+23.7% | Added |
| Maryland State Retirement & Pension System | 4,398 | $411.1K | 0.01% | −106−2.4% | Reduced |
| New York State Common Retirement Fund | 4,417 | $412.9K | 0.00% | −2,300−34.2% | Reduced |
| CWM Advisors, LLC | 4,417 | $412.9K | 0.04% | +661+17.6% | Added |
| MQS Management LLC | 4,443 | $415.3K | 0.23% | +4,443 | New |
| Price T Rowe Associates Inc | 4,673 | $437.0K | 0.00% | +133+2.9% | Added |
| QV Investors Inc. | 4,790 | $448.0K | 0.04% | +130+2.8% | Added |
| Yousif Capital Management, LLC | 5,066 | $473.6K | 0.01% | −112−2.2% | Reduced |
| Trexquant Investment LP | 5,131 | $479.6K | 0.01% | −18,247−78.1% | Reduced |
| Intech Investment Management LLC | 5,218 | $487.8K | 0.01% | +5,218 | New |
| Pathstone Holdings, LLC | 5,231 | $489.0K | 0.00% | −11−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,267 | $492.4K | 0.03% | +5,267 | New |