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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 2024

Institutional positions in NV5 Global, Inc. as of Dec 31, 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
221
+9 vs. Q3 2024
Shares held
49.7M
+784.3K (+1.6%) vs. Q3 2024Converted for a 4-for-1 split
Total value
$937.0M
−$197.7M (−17.4%) vs. Q3 2024
New holders
34
85 more added
Sold out
25
65 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 221 institutions
Q1 2021: 156 institutionsQ2 2021: 151 institutionsQ3 2021: 153 institutionsQ4 2021: 188 institutionsQ1 2022: 200 institutionsQ2 2022: 205 institutionsQ3 2022: 211 institutionsQ4 2022: 228 institutionsQ1 2023: 214 institutionsQ2 2023: 199 institutionsQ3 2023: 194 institutionsQ4 2023: 204 institutionsQ1 2024: 209 institutionsQ2 2024: 213 institutionsQ3 2024: 213 institutionsQ4 2024: 221 institutionsQ1 2025: 224 institutionsQ2 2025: 238 institutionsQ3 2025: 3 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2024: $937.0M
Q1 2021: $897.8MQ2 2021: $890.7MQ3 2021: $944.9MQ4 2021: $1.42BQ1 2022: $1.34BQ2 2022: $1.19BQ3 2022: $1.27BQ4 2022: $1.53BQ1 2023: $1.18BQ2 2023: $1.28BQ3 2023: $1.12BQ4 2023: $1.36BQ1 2024: $1.19BQ2 2024: $1.13BQ3 2024: $1.13BQ4 2024: $937.0MQ1 2025: $938.6MQ2 2025: $1.21BQ3 2025: $817.8KQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NVEE and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20253$817.8K
Q2 2025238$1.21B
Q1 2025224$938.6M
Q4 2024221$937.0M
Q3 2024213$1.13B
Q2 2024213$1.13B
Q1 2024209$1.19B
Q4 2023204$1.36B
Q3 2023194$1.12B
Q2 2023199$1.28B
Q1 2023214$1.18B
Q4 2022228$1.53B
Q3 2022211$1.27B
Q2 2022205$1.19B
Q1 2022200$1.34B
Q4 2021188$1.42B
Q3 2021153$944.9M
Q2 2021151$890.7M
Q1 2021156$897.8M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q3 2024.

Institutions holding NVEE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC16$00.00%00.0%UnchangedConverted for a 4-for-1 split
Hemington Wealth Management3$00.00%−13−81.3%ReducedConverted for a 4-for-1 split
Global Financial Private Client, LLC1$190.00%+1New
Larson Financial Group LLC4$750.00%00.0%UnchangedConverted for a 4-for-1 split
SBI Securities Co., Ltd.12$2260.00%+12New
Rothschild Investment LLC15$2830.00%−25−62.5%ReducedConverted for a 4-for-1 split
IFP Advisors, Inc0$3580.00%0New
Tucker Asset Management LLC27$5090.00%+27New
Frazier Financial Advisors, LLC28$5280.00%00.0%UnchangedConverted for a 4-for-1 split
GAMMA Investing LLC30$5650.00%−322−91.5%ReducedConverted for a 4-for-1 split
Harbour Investments, Inc.32$6030.00%+32New
Farmers & Merchants Investments Inc36$6780.00%00.0%UnchangedConverted for a 4-for-1 split
UMA Financial Services, Inc.41$7730.00%+41New
Covestor Ltd29$1.00K0.00%+13+81.3%AddedConverted for a 4-for-1 split
Proequities, Inc.66$1.25K0.00%+18+37.5%AddedConverted for a 4-for-1 split
Massmutual Trust Co FSB68$1.28K0.00%00.0%UnchangedConverted for a 4-for-1 split
Private Wealth Management Group, LLC87$1.64K0.00%+11+14.5%AddedConverted for a 4-for-1 split
Brown Brothers Harriman & Co144$2.71K0.00%00.0%UnchangedConverted for a 4-for-1 split
Steward Partners Investment Advisory, LLC144$2.71K0.00%00.0%UnchangedConverted for a 4-for-1 split
Global Retirement Partners, LLC147$2.77K0.00%−17−10.4%ReducedConverted for a 4-for-1 split
Fifth Third Bancorp149$2.81K0.00%−11−6.9%ReducedConverted for a 4-for-1 split
PSI Advisors, LLC160$3.01K0.00%00.0%UnchangedConverted for a 4-for-1 split
Quadrant Capital Group LLC247$4.65K0.00%+99+66.9%AddedConverted for a 4-for-1 split
Quarry LP251$4.73K0.00%−161−39.1%ReducedConverted for a 4-for-1 split
Main Street Group, LTD264$4.97K0.00%00.0%UnchangedConverted for a 4-for-1 split
Private Trust Co NA326$6.14K0.00%+50+18.1%AddedConverted for a 4-for-1 split
Danske Bank A/S400$7.54K0.00%−37,800−99.0%ReducedConverted for a 4-for-1 split
Peterson Wealth Services400$7.54K0.00%00.0%UnchangedConverted for a 4-for-1 split
Towarzystwo Funduszy Inwestycyjnych Pzu SA440$8.29K0.00%00.0%UnchangedConverted for a 4-for-1 split
Northwestern Mutual Wealth Management Co446$8.40K0.00%−3,566−88.9%ReducedConverted for a 4-for-1 split
Quest Partners LLC452$8.52K0.00%+448+11,200.0%AddedConverted for a 4-for-1 split
Huntington National Bank475$8.95K0.00%+475New
Nisa Investment Advisors, LLC659$12.4K0.00%−81−10.9%ReducedConverted for a 4-for-1 split
Principal Securities, Inc.671$12.6K0.00%+55+8.9%AddedConverted for a 4-for-1 split
Umb Bank N A954$18.0K0.00%+430+82.1%AddedConverted for a 4-for-1 split
Vermillion & White Wealth Management Group, LLC1,000$18.8K0.01%+1,000New
BNP Paribas1,400$26.4K0.00%00.0%UnchangedConverted for a 4-for-1 split
Sterling Capital Management LLC1,505$28.4K0.00%+1,329+755.1%AddedConverted for a 4-for-1 split
Simplex Trading, LLC1,808$34.0K0.00%+1,596+752.8%AddedConverted for a 4-for-1 split
Ronald Blue Trust, Inc.2,512$47.3K0.00%−80−3.1%ReducedConverted for a 4-for-1 split
FMR LLC2,591$48.8K0.00%−985−27.5%ReducedConverted for a 4-for-1 split
Clearstead Advisors, LLC2,800$52.8K0.00%00.0%UnchangedConverted for a 4-for-1 split
SRS Capital Advisors, Inc.3,584$67.5K0.00%−32−0.9%ReducedConverted for a 4-for-1 split
Point72 Asset Management, L.P.4,231$79.7K0.00%+4,231New
KBC Group NV4,223$80.0K0.00%+1,531+56.9%AddedConverted for a 4-for-1 split
Natixis4,353$82.0K0.00%−55−1.2%ReducedConverted for a 4-for-1 split
Advisor Group Holdings, Inc.4,926$92.8K0.00%−1,190−19.5%ReducedConverted for a 4-for-1 split
Essex Investment Management Co LLC5,600$105.5K0.02%00.0%UnchangedConverted for a 4-for-1 split
Cetera Trust Company, N.A5,710$107.6K0.07%−2,850−33.3%ReducedConverted for a 4-for-1 split
Ameritas Investment Partners, Inc.5,760$108.5K0.00%00.0%UnchangedConverted for a 4-for-1 split
The PNC Financial Services Group, Inc.6,134$115.6K0.00%+794+14.9%AddedConverted for a 4-for-1 split
Tower Research Capital LLC (TRC)6,420$121.0K0.00%+5,380+517.3%AddedConverted for a 4-for-1 split
CIBC Private Wealth Group, LLC6,353$121.6K0.00%+1,997+45.8%AddedConverted for a 4-for-1 split
Liberty One Investment Management, LLC6,779$127.7K0.01%+291+4.5%AddedConverted for a 4-for-1 split
Financial Avengers, Inc.6,800$128.1K0.06%00.0%UnchangedConverted for a 4-for-1 split
State of Wyoming7,764$146.3K0.02%−2,572−24.9%ReducedConverted for a 4-for-1 split
Orion Capital Management LLC7,800$147.0K0.06%−1,400−15.2%ReducedConverted for a 4-for-1 split
Royal Bank of Canada9,364$177.0K0.00%−924−9.0%ReducedConverted for a 4-for-1 split
Handelsbanken Fonder AB10,100$190.0K0.00%−1,100−9.8%ReducedConverted for a 4-for-1 split
Avantax Advisory Services, Inc.10,241$192.9K0.00%−5,707−35.8%ReducedConverted for a 4-for-1 split
Heritage Family Offices, LLP10,384$195.6K0.10%+10,384New
Graham Capital Management, L.P.10,560$198.9K0.01%+10,560New
One Day In July LLC10,856$204.5K0.02%−3,928−26.6%ReducedConverted for a 4-for-1 split
We Are One Seven, LLC11,053$208.2K0.01%+11,053New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,113$209.4K0.00%00.0%UnchangedConverted for a 4-for-1 split
Petrus Trust Company, LTA11,260$212.1K0.02%00.0%UnchangedConverted for a 4-for-1 split
Franklin Resources Inc11,451$215.7K0.00%+11,451New
Sherbrooke Park Advisers LLC11,625$219.0K0.07%+11,625New
Police & Firemen's Retirement System of New Jersey11,636$219.2K0.00%+11,636New
Oregon Public Employees Retirement Fund12,200$229.8K0.00%+100+0.8%AddedConverted for a 4-for-1 split
State of Tennessee, Treasury Department12,278$231.3K0.00%−12,958−51.3%ReducedConverted for a 4-for-1 split
First Horizon Advisors, Inc.12,303$231.8K0.01%+443+3.7%AddedConverted for a 4-for-1 split
SG Americas Securities, LLC12,466$235.0K0.00%+12,466New
Creative Planning12,745$240.1K0.00%+12,745New
KLP Kapitalforvaltning AS12,800$241.2K0.00%+12,800New
New York State Teachers Retirement System12,860$242.0K0.00%00.0%UnchangedConverted for a 4-for-1 split
Axq Capital, LP13,452$253.4K0.11%+13,452New
US Bancorp13,679$257.7K0.00%+1,883+16.0%AddedConverted for a 4-for-1 split
Janney Montgomery Scott LLC13,750$259.0K0.00%+2,070+17.7%AddedConverted for a 4-for-1 split
Cynosure Management, LLC14,792$278.7K0.04%−1,236−7.7%ReducedConverted for a 4-for-1 split
Teachers Retirement System of the State of Kentucky15,296$288.0K0.00%00.0%UnchangedConverted for a 4-for-1 split
Amalgamated Bank15,316$289.0K0.00%−268−1.7%ReducedConverted for a 4-for-1 split
Brevan Howard Capital Management LP15,696$295.7K0.01%+15,696New
Versor Investments LP16,624$313.2K0.05%−200−1.2%ReducedConverted for a 4-for-1 split
Pacific Ridge Capital Partners, LLC16,756$315.7K0.07%00.0%UnchangedConverted for a 4-for-1 split
Arizona State Retirement System16,995$320.2K0.00%+259+1.5%AddedConverted for a 4-for-1 split
ProShare Advisors LLC17,113$322.4K0.00%+5,297+44.8%AddedConverted for a 4-for-1 split
Fox Run Management, L.L.C.17,127$322.7K0.06%+17,127New
Maryland State Retirement & Pension System17,592$331.4K0.01%00.0%UnchangedConverted for a 4-for-1 split
New York State Common Retirement Fund17,668$332.9K0.00%00.0%UnchangedConverted for a 4-for-1 split
Zurcher Kantonalbank (Zurich Cantonalbank)18,589$350.2K0.00%+3,797+25.7%AddedConverted for a 4-for-1 split
Yousif Capital Management, LLC19,830$373.6K0.00%−434−2.1%ReducedConverted for a 4-for-1 split
Allianz Asset Management GmbH20,000$376.8K0.00%−13,200−39.8%ReducedConverted for a 4-for-1 split
Natixis Advisors, L.P.19,994$377.0K0.00%+19,994New
Stifel Financial Corp20,411$384.5K0.00%−697−3.3%ReducedConverted for a 4-for-1 split
CWM Advisors, LLC21,224$399.9K0.04%+3,556+20.1%AddedConverted for a 4-for-1 split
Pitcairn Co22,336$420.8K0.02%+8,916+66.4%AddedConverted for a 4-for-1 split
Price T Rowe Associates Inc22,370$422.0K0.00%+3,678+19.7%AddedConverted for a 4-for-1 split
Ensign Peak Advisors, Inc22,504$424.0K0.00%00.0%UnchangedConverted for a 4-for-1 split
Pathstone Holdings, LLC22,674$427.2K0.00%+1,750+8.4%AddedConverted for a 4-for-1 split