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 2025
Institutional positions in NV5 Global, Inc. as of Jun 30, 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
NVEE is no longer listed, so this page shows Q2 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 238
- +16 vs. Q1 2025
- Shares held
- 52.3M
- +3.70M (+7.6%) vs. Q1 2025
- Total value
- $1.21B
- +$271.0M (+28.9%) vs. Q1 2025
- New holders
- 54
- 63 more added
- Sold out
- 38
- 89 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding NV5 Global, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −33−91.7% | Reduced |
| TSFG, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $0 | 0.00% | +28 | New |
| Abound Wealth Management | 10 | $231 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $254 | 0.00% | −15−57.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $278 | 0.00% | +12 | New |
| Huntington National Bank | 13 | $300 | 0.00% | −134−91.2% | Reduced |
| SBI Securities Co., Ltd. | 20 | $462 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 31 | $716 | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 36 | $831 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $970 | 0.00% | +42 | New |
| Essential Partners LLC | 55 | $1.27K | 0.00% | +55 | New |
| MAI Capital Management | 57 | $1.32K | 0.00% | +57 | New |
| Federation des caisses Desjardins du Quebec | 60 | $1.39K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $1.39K | 0.00% | −24−28.6% | Reduced |
| Jones Financial Companies LLLP | 61 | $1.39K | 0.00% | +17+38.6% | Added |
| Versant Capital Management, Inc | 61 | $1.41K | 0.00% | −639−91.3% | Reduced |
| Allworth Financial LP | 75 | $1.73K | 0.00% | −13−14.8% | Reduced |
| Bessemer Group Inc | 85 | $2.00K | 0.00% | +85 | New |
| Rothschild Investment LLC | 115 | $2.65K | 0.00% | −5−4.2% | Reduced |
| Global Retirement Partners, LLC | 118 | $2.73K | 0.00% | +118 | New |
| IFP Advisors, Inc | 109 | $2.89K | 0.00% | +109 | Added |
| Hantz Financial Services, Inc. | 135 | $3.00K | 0.00% | +135 | New |
| Massmutual Trust Co FSB | 135 | $3.12K | 0.00% | −244−64.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 140 | $3.23K | 0.00% | −35−20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 144 | $3.33K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 253 | $5.84K | 0.00% | −390−60.7% | Reduced |
| Main Street Group, LTD | 264 | $6.10K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 271 | $6.26K | 0.00% | +271 | New |
| Private Trust Co NA | 274 | $6.33K | 0.00% | −52−16.0% | Reduced |
| EverSource Wealth Advisors, LLC | 282 | $6.51K | 0.00% | −69−19.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 333 | $8.00K | 0.00% | +333 | New |
| Fifth Third Bancorp | 383 | $8.84K | 0.00% | +181+89.6% | Added |
| Danske Bank A/S | 400 | $9.24K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 400 | $9.24K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 446 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 459 | $10.6K | 0.00% | +437+1,986.4% | Added |
| Principal Securities, Inc. | 545 | $12.6K | 0.00% | −126−18.8% | Reduced |
| Umb Bank N A | 630 | $14.5K | 0.00% | −347−35.5% | Reduced |
| Nisa Investment Advisors, LLC | 635 | $14.7K | 0.00% | −287−31.1% | Reduced |
| Signaturefd, LLC | 680 | $15.7K | 0.00% | −2,724−80.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 768 | $17.7K | 0.01% | +766+38,300.0% | Added |
| Rise Advisors, LLC | 802 | $18.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,245 | $28.7K | 0.00% | +1,115+857.7% | Added |
| Sterling Capital Management LLC | 1,569 | $36.2K | 0.00% | +753+92.3% | Added |
| First Horizon Advisors, Inc. | 1,819 | $42.0K | 0.00% | −484−21.0% | Reduced |
| GAMMA Investing LLC | 2,039 | $47.1K | 0.00% | −966−32.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,481 | $57.3K | 0.00% | −159−6.0% | Reduced |
| KBC Group NV | 2,635 | $61.0K | 0.00% | −1,588−37.6% | Reduced |
| Clearstead Advisors, LLC | 2,800 | $64.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,584 | $82.8K | 0.00% | −65−1.8% | Reduced |
| Raymond James Financial Inc | 3,712 | $85.7K | 0.00% | −37,787−91.1% | Reduced |
| Natixis | 3,987 | $92.1K | 0.00% | −385−8.8% | Reduced |
| CIBC Private Wealth Group, LLC | 4,433 | $102.4K | 0.00% | −5,505−55.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,533 | $104.7K | 0.00% | −1,245−21.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 5,000 | $115.5K | 0.08% | +2,000+66.7% | Added |
| Advisor Group Holdings, Inc. | 6,057 | $122.8K | 0.00% | +4,823+390.8% | Added |
| Essex Investment Management Co LLC | 5,600 | $129.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,760 | $133.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 6,000 | $138.5K | 0.06% | −4,000−40.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,332 | $146.2K | 0.00% | +1,018+19.2% | Added |
| Cetera Trust Company, N.A | 7,090 | $163.7K | 0.10% | +1,380+24.2% | Added |
| Orion Capital Management LLC | 7,100 | $163.9K | 0.06% | −700−9.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,327 | $192.3K | 0.01% | +6,768+434.1% | Added |
| Simplex Trading, LLC | 8,703 | $200.0K | 0.01% | −51,901−85.6% | Reduced |
| Bank of Montreal | 9,032 | $208.5K | 0.00% | −1,070−10.6% | Reduced |
| FMR LLC | 9,067 | $209.4K | 0.00% | −16,864−65.0% | Reduced |
| Heritage Family Offices, LLP | 11,090 | $213.5K | 0.11% | 00.0% | Unchanged |
| HSBC Holdings PLC | 9,920 | $229.5K | 0.00% | −11,317−53.3% | Reduced |
| Avantax Advisory Services, Inc. | 9,949 | $229.7K | 0.00% | −5,652−36.2% | Reduced |
| D. E. Shaw & Co., Inc. | 9,966 | $230.1K | 0.00% | +9,966 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,000 | $230.9K | 0.01% | −10,000−50.0% | Reduced |
| Chicago Capital Management, LLC | 10,000 | $230.9K | 0.17% | +10,000 | New |
| Victory Capital Management Inc | 10,056 | $232.2K | 0.00% | −52−0.5% | Reduced |
| US Bancorp | 10,059 | $232.3K | 0.00% | −4,196−29.4% | Reduced |
| Lido Advisors, LLC | 10,314 | $238.2K | 0.00% | +10,314 | New |
| Pathstone Holdings, LLC | 10,498 | $242.4K | 0.00% | +10,498 | New |
| Net Worth Advisory Group | 10,575 | $244.2K | 0.05% | +10,575 | New |
| Wealth Enhancement Advisory Services, LLC | 10,646 | $246.7K | 0.00% | +10,646 | New |
| Janney Montgomery Scott LLC | 11,003 | $254.0K | 0.00% | −3,950−26.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,867 | $274.0K | 0.00% | −6,722−36.2% | Reduced |
| Oregon Public Employees Retirement Fund | 12,000 | $277.1K | 0.00% | +100+0.8% | Added |
| Stifel Financial Corp | 12,133 | $280.2K | 0.00% | −11,259−48.1% | Reduced |
| We Are One Seven, LLC | 12,186 | $281.4K | 0.01% | +1,126+10.2% | Added |
| Franklin Resources Inc | 12,286 | $283.7K | 0.00% | +298+2.5% | Added |
| EP Wealth Advisors, LLC | 12,447 | $287.4K | 0.00% | −329−2.6% | Reduced |
| Graham Capital Management, L.P. | 12,731 | $294.0K | 0.01% | +1,302+11.4% | Added |
| New York State Teachers Retirement System | 12,760 | $295.0K | 0.00% | −100−0.8% | Reduced |
| KLP Kapitalforvaltning AS | 12,800 | $295.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 13,004 | $300.3K | 0.00% | +1,368+11.8% | Added |
| Pitcairn Co | 13,862 | $320.1K | 0.02% | −5,479−28.3% | Reduced |
| Handelsbanken Fonder AB | 14,400 | $332.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 15,025 | $347.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,199 | $350.9K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 15,296 | $353.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 15,601 | $360.2K | 0.00% | +15,601 | New |
| Polymer Capital Management (US) LLC | 16,254 | $375.3K | 0.06% | +16,254 | New |
| Voya Investment Management LLC | 16,307 | $376.5K | 0.00% | −910,414−98.2% | Reduced |
| Private Advisor Group, LLC | 16,632 | $384.0K | 0.00% | +16,632 | New |
| CWM Advisors, LLC | 16,898 | $390.2K | 0.04% | −875−4.9% | Reduced |