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.
| 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 2024
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 149 | $2.81K | 0.00% | −11−6.9% | ReducedConverted for a 4-for-1 split |
| Global Retirement Partners, LLC | 147 | $2.77K | 0.00% | −17−10.4% | ReducedConverted for a 4-for-1 split |
| Brown Brothers Harriman & Co | 144 | $2.71K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Steward Partners Investment Advisory, LLC | 144 | $2.71K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Private Wealth Management Group, LLC | 87 | $1.64K | 0.00% | +11+14.5% | AddedConverted for a 4-for-1 split |
| Massmutual Trust Co FSB | 68 | $1.28K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Proequities, Inc. | 66 | $1.25K | 0.00% | +18+37.5% | AddedConverted for a 4-for-1 split |
| Covestor Ltd | 29 | $1.00K | 0.00% | +13+81.3% | AddedConverted for a 4-for-1 split |
| UMA Financial Services, Inc. | 41 | $773 | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 36 | $678 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Harbour Investments, Inc. | 32 | $603 | 0.00% | +32 | New |
| GAMMA Investing LLC | 30 | $565 | 0.00% | −322−91.5% | ReducedConverted for a 4-for-1 split |
| Frazier Financial Advisors, LLC | 28 | $528 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Tucker Asset Management LLC | 27 | $509 | 0.00% | +27 | New |
| IFP Advisors, Inc | 0 | $358 | 0.00% | 0 | New |
| Rothschild Investment LLC | 15 | $283 | 0.00% | −25−62.5% | ReducedConverted for a 4-for-1 split |
| SBI Securities Co., Ltd. | 12 | $226 | 0.00% | +12 | New |
| Larson Financial Group LLC | 4 | $75 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Global Financial Private Client, LLC | 1 | $19 | 0.00% | +1 | New |
| TSFG, LLC | 16 | $0 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Hemington Wealth Management | 3 | $0 | 0.00% | −13−81.3% | ReducedConverted for a 4-for-1 split |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −164,340−100.0% | Sold outConverted for a 4-for-1 split |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −163,232−100.0% | Sold outConverted for a 4-for-1 split |
| Winton Group Ltd | 0 | $0 | 0.00% | −25,680−100.0% | Sold outConverted for a 4-for-1 split |
| Trust Point Inc. | 0 | $0 | 0.00% | −25,420−100.0% | Sold outConverted for a 4-for-1 split |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,068−100.0% | Sold outConverted for a 4-for-1 split |
| MQS Management LLC | 0 | $0 | 0.00% | −17,772−100.0% | Sold outConverted for a 4-for-1 split |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −14,920−100.0% | Sold outConverted for a 4-for-1 split |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −14,628−100.0% | Sold outConverted for a 4-for-1 split |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −9,008−100.0% | Sold outConverted for a 4-for-1 split |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −8,720−100.0% | Sold outConverted for a 4-for-1 split |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold outConverted for a 4-for-1 split |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −620−100.0% | Sold outConverted for a 4-for-1 split |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −436−100.0% | Sold outConverted for a 4-for-1 split |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold outConverted for a 4-for-1 split |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −164−100.0% | Sold outConverted for a 4-for-1 split |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold outConverted for a 4-for-1 split |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −52−100.0% | Sold outConverted for a 4-for-1 split |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold outConverted for a 4-for-1 split |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold outConverted for a 4-for-1 split |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold outConverted for a 4-for-1 split |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −16−100.0% | Sold outConverted for a 4-for-1 split |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold outConverted for a 4-for-1 split |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold outConverted for a 4-for-1 split |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold outConverted for a 4-for-1 split |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold outConverted for a 4-for-1 split |
| Naples Money Management LLC | – | – | – | – | Not filed |