CVD EquipmentCVV

13F holders, Q1 2026 (March 31)
29holders +3
8new positions
7sold out
2famous investors
$4.14avg. 13F price*

At the end of Q1 2026, 29 institutions reported holding CVD Equipment Corp. (CVV) in their 13F filings, up 3 from Q4 2025. 8 opened new positions and 7 sold out. The largest holders were Vanguard Capital Management LLC ($1.0M), Renaissance Technologies ($749K) and LPL Financial LLC ($569K). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$1.2M
Exits7$216K

All 13F filers, Q4 2025 → Q1 2026: 344,472 shares bought and 73,345 shares sold, net +271,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Vanguard Capital Management LLC 0.00% — 251,763 $1.0M
Renaissance Technologies 0.00% Add +17.6% 180,882 $749K
LPL Financial LLC 0.00% New 137,541 $569K
HRT Financial LP 0.00% New 84,256 $348K
Quinn Opportunity Partners LLC 0.02% No change 82,544 $342K
Geode Capital Management, LLC 0.00% Add +6.9% 71,437 $296K
Dimensional Fund Advisors LP 0.00% No change 68,363 $283K
Vanguard Fiduciary Trust Co. 0.00% — 35,512 $147K
Citadel Advisors 0.00% Add +95.1% 31,099 $129K
XTX Topco Ltd 0.00% New 26,708 $111K
State Street Corp. 0.00% Add +16.2% 21,546 $89K
Susquehanna International Group, LLP 0.00% New 14,523 $60K
Gsa Capital Partners LLP 0.00% New 14,430 $60K
Virtu Financial LLC 0.00% New 13,472 $56K
Vanguard Global Advisers, LLC 0.00% — 3,423 $14K
SOA Wealth Advisors, LLC. 0.00% New 2,771 $11K
Curio Wealth, LLC 0.00% No change 2,000 $8K
Morgan Stanley 0.00% Reduce -3.4% 1,965 $8K
Osaic Holdings, Inc. 0.00% No change 1,210 $5K
UBS Group AG 0.00% Add +569.8% 1,152 $5K
Wells Fargo & Company 0.00% No change 1,000 $4K
Jones Financial Companies LLLP 0.00% No change 688 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $414
Citigroup Inc. 0.00% Reduce -97.5% 58 $240
Farther Finance Advisors, LLC 0.00% No change 55 $231
Tower Research Capital LLC (TRC) 0.00% Reduce -99.0% 12 $50
Russell Investments Group, Ltd. 0.00% New 11 $46
SBI Securities Co., Ltd. 0.00% Add +500.0% 6 $25
Royal Bank of Canada 0.00% Add +28.3% 68 $0

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