CVD EquipmentCVV

13F holders, Q2 2024 (June 30)
24holders +1
1new positions
1sold out
2famous investors
$3.89avg. 13F price*

At the end of Q2 2024, 24 institutions reported holding CVD Equipment Corp. (CVV) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were AMH Equity Ltd ($2.4M), Vanguard Group Inc. ($1.2M) and Renaissance Technologies ($499K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
CVD Equipment Corp.
CUSIP
126601103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 23Q1 2024Q2 2024: 24Q2 2024Q3 2024: 25Q3 2024Q4 2024: 23Q4 2024Q1 2025: 24Q1 2025Q2 2025: 23Q2 2025Q3 2025: 22Q3 2025Q4 2025: 26Q4 2025Q1 2026: 29Q1 2026Q2 2026: 33Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$183
Exits1$331K

All 13F filers, Q1 2024 → Q2 2024: 76,571 shares bought and 123,137 shares sold, net −46,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

AMH Equity Ltd 3.60% Reduce -5.5% 623,857 $2.4M
Vanguard Group Inc. 0.00% Reduce -2.3% 304,935 $1.2M
Renaissance Technologies 0.00% Reduce -4.3% 128,282 $499K
Goldman Sachs Group Inc. 0.00% Add +188.1% 98,896 $385K
Geode Capital Management, LLC 0.00% Add +3.8% 64,806 $252K
Dimensional Fund Advisors LP 0.00% No change 61,294 $238K
Quinn Opportunity Partners LLC 0.03% No change 57,834 $225K
Wells Fargo & Company 0.00% Reduce -0.1% 41,100 $160K
Northern Trust Corp. 0.00% Reduce -2.3% 20,047 $78K
State Street Corp. 0.00% No change 18,546 $72K
Commonwealth Equity Services, LLC 0.00% No change 17,340 $67K
Cannell & Spears LLC 0.00% No change 16,000 $62K
Citadel Advisors 0.00% Add +0.6% 13,649 $53K
BlackRock Inc. 0.00% Reduce -6.8% 13,244 $52K
UBS Group AG 0.00% Add +1507.2% 9,643 $38K
Tower Research Capital LLC (TRC) 0.00% Add +30.2% 1,899 $7K
FinTrust Capital Advisors, LLC 0.00% No change 300 $1K
Osaic Holdings, Inc. 0.00% Reduce -25.9% 200 $778
Castleview Partners, LLC 0.00% No change 163 $634
Caldwell Sutter Capital, Inc. 0.00% No change 100 $389
Morgan Stanley 0.00% Reduce -96.4% 81 $315
Bank of America Corp. 0.00% New 47 $183
Coppell Advisory Solutions LLC 0.00% — 16 $62
Royal Bank of Canada 0.00% Reduce -28.6% 115 $0

"% of holder's portfolio" is CVV's weight in each manager's 13F, not the share of CVD Equipment Corp. the manager owns.