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, Q1 2025
Institutional positions in NV5 Global, Inc. as of Mar 31, 2025. 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
- 224
- +6 vs. Q4 2024
- Shares held
- 48.7M
- +756.3K (+1.6%) vs. Q4 2024
- Total value
- $938.6M
- +$35.1M (+3.9%) vs. Q4 2024
- New holders
- 41
- 84 more added
- Sold out
- 35
- 62 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $19 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $39 | 0.00% | +2 | New |
| Larson Financial Group LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $193 | 0.00% | +10 | New |
| IFP Advisors, Inc | 0 | $366 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 20 | $385 | 0.00% | +8+66.7% | Added |
| Stephens Consulting, LLC | 20 | $386 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 22 | $424 | 0.00% | +22 | New |
| True Wealth Design, LLC | 26 | $502 | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 28 | $540 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $540 | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 36 | $694 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 44 | $847 | 0.00% | +44 | New |
| Covestor Ltd | 36 | $1.00K | 0.00% | +7+24.1% | Added |
| Federation des caisses Desjardins du Quebec | 60 | $1.16K | 0.00% | +60 | New |
| Allworth Financial LP | 88 | $1.42K | 0.00% | +88 | New |
| Parkside Financial Bank & Trust | 84 | $1.62K | 0.00% | +84 | New |
| Rothschild Investment LLC | 120 | $2.31K | 0.00% | +105+700.0% | Added |
| Skopos Labs, Inc. | 130 | $2.51K | 0.00% | +130 | New |
| Steward Partners Investment Advisory, LLC | 144 | $2.77K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 147 | $2.83K | 0.00% | −328−69.1% | Reduced |
| PSI Advisors, LLC | 160 | $3.08K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 175 | $3.37K | 0.00% | +175 | New |
| Fifth Third Bancorp | 202 | $3.89K | 0.00% | +53+35.6% | Added |
| Private Wealth Management Group, LLC | 217 | $4.18K | 0.00% | +130+149.4% | Added |
| Main Street Group, LTD | 264 | $5.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 326 | $6.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 351 | $6.76K | 0.00% | +351 | New |
| Massmutual Trust Co FSB | 379 | $7.30K | 0.00% | +311+457.4% | Added |
| Danske Bank A/S | 400 | $7.71K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 400 | $7.71K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 418 | $8.05K | 0.00% | +418 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $8.48K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 446 | $8.59K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 572 | $11.0K | 0.00% | +572 | New |
| Parallel Advisors, LLC | 643 | $12.4K | 0.00% | +643 | New |
| Principal Securities, Inc. | 671 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 700 | $13.5K | 0.00% | +700 | New |
| Rise Advisors, LLC | 802 | $15.5K | 0.01% | +802 | New |
| Sterling Capital Management LLC | 816 | $15.7K | 0.00% | −689−45.8% | Reduced |
| Nisa Investment Advisors, LLC | 922 | $17.8K | 0.00% | +263+39.9% | Added |
| Umb Bank N A | 977 | $18.8K | 0.00% | +23+2.4% | Added |
| Advisor Group Holdings, Inc. | 1,234 | $23.8K | 0.00% | −3,692−74.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,559 | $30.0K | 0.00% | −4,861−75.7% | Reduced |
| Coldstream Capital Management Inc | 1,695 | $32.7K | 0.00% | +1,695 | New |
| First Horizon Advisors, Inc. | 2,303 | $44.4K | 0.00% | −10,000−81.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,640 | $50.9K | 0.00% | +128+5.1% | Added |
| Clearstead Advisors, LLC | 2,800 | $54.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 3,000 | $57.8K | 0.04% | +2,000+200.0% | Added |
| GAMMA Investing LLC | 3,005 | $57.9K | 0.00% | +2,975+9,916.7% | Added |
| Signaturefd, LLC | 3,404 | $65.6K | 0.00% | +3,404 | New |
| SRS Capital Advisors, Inc. | 3,649 | $70.3K | 0.00% | +65+1.8% | Added |
| KBC Group NV | 4,223 | $81.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 4,372 | $84.5K | 0.00% | +19+0.4% | Added |
| BNP Paribas Arbitrage, SA | 5,314 | $102.4K | 0.00% | −51,817−90.7% | Reduced |
| BNP Paribas | 5,392 | $103.9K | 0.00% | +3,992+285.1% | Added |
| Essex Investment Management Co LLC | 5,600 | $107.9K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 5,710 | $110.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,760 | $111.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,778 | $111.3K | 0.00% | −356−5.8% | Reduced |
| Quadrant Capital Group LLC | 6,713 | $129.4K | 0.00% | +6,466+2,617.8% | Added |
| Orion Capital Management LLC | 7,800 | $150.3K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,938 | $153.2K | 0.00% | +3,585+56.4% | Added |
| State of Wyoming | 9,728 | $187.5K | 0.02% | +1,964+25.3% | Added |
| Financial Avengers, Inc. | 10,000 | $192.7K | 0.10% | +3,200+47.1% | Added |
| Bank of Montreal | 10,102 | $194.7K | 0.00% | +10,102 | New |
| Victory Capital Management Inc | 10,108 | $194.8K | 0.00% | −23,807−70.2% | Reduced |
| One Day In July LLC | 10,856 | $209.2K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,060 | $213.1K | 0.01% | +7+0.1% | Added |
| Heritage Family Offices, LLP | 11,090 | $213.7K | 0.11% | +706+6.8% | Added |
| Graham Capital Management, L.P. | 11,429 | $220.2K | 0.01% | +869+8.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,636 | $224.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,753 | $226.0K | 0.00% | +2,389+25.5% | Added |
| Oregon Public Employees Retirement Fund | 11,900 | $229.3K | 0.00% | −300−2.5% | Reduced |
| Franklin Resources Inc | 11,988 | $231.0K | 0.00% | +537+4.7% | Added |
| State of Tennessee, Treasury Department | 12,278 | $236.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,457 | $240.0K | 0.00% | +1,344+12.1% | Added |
| CIBC World Markets Corp | 12,674 | $244.2K | 0.00% | +12,674 | New |
| EP Wealth Advisors, LLC | 12,776 | $246.2K | 0.00% | +12,776 | New |
| KLP Kapitalforvaltning AS | 12,800 | $246.7K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 12,860 | $248.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,355 | $257.4K | 0.00% | −3,758−22.0% | Reduced |
| Centiva Capital, LP | 13,833 | $266.6K | 0.02% | +13,833 | New |
| Petrus Trust Company, LTA | 13,884 | $267.5K | 0.02% | +2,624+23.3% | Added |
| US Bancorp | 14,255 | $274.7K | 0.00% | +576+4.2% | Added |
| Handelsbanken Fonder AB | 14,400 | $277.0K | 0.00% | +4,300+42.6% | Added |
| ExodusPoint Capital Management, LP | 14,520 | $280.0K | 0.00% | −43,970−75.2% | Reduced |
| Janney Montgomery Scott LLC | 14,953 | $288.0K | 0.00% | +1,203+8.7% | Added |
| Amalgamated Bank | 15,025 | $290.0K | 0.00% | −291−1.9% | Reduced |
| Maryland State Retirement & Pension System | 15,199 | $292.9K | 0.01% | −2,393−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,296 | $295.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,601 | $300.6K | 0.00% | +5,360+52.3% | Added |
| Renaissance Technologies LLC | 16,400 | $316.0K | 0.00% | +16,400 | New |
| Pacific Ridge Capital Partners, LLC | 16,621 | $320.3K | 0.08% | −135−0.8% | Reduced |
| Arizona State Retirement System | 16,762 | $323.0K | 0.00% | −233−1.4% | Reduced |
| New York State Common Retirement Fund | 17,668 | $340.5K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 17,773 | $342.5K | 0.04% | −3,451−16.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,589 | $358.2K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 19,341 | $372.7K | 0.02% | −2,995−13.4% | Reduced |