NV5 GlobalNVEE

13F holders, Q1 2024 (March 31)
209holders
3famous investors
$97.84avg. 13F price*

At the end of Q1 2024, 209 institutions reported holding NV5 Global Inc. (NVEE) in their 13F filings. The largest holders were BlackRock Inc. ($213.1M), Cercano Management LLC ($121.5M) and Vanguard Group Inc. ($93.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
NV5 Global Inc.
CUSIP
62945V109
Latest filing quarter
Q3 2025

History

Number of 13F holders

050100150200250 Q1 2024: 209Q1 2024Q2 2024: 213Q2 2024Q3 2024: 213Q3 2024Q4 2024: 220Q4 2024Q1 2025: 224Q1 2025Q2 2025: 238Q2 2025Q3 2025: 3Q3 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$8.6M
Exits19$16.8M

Ownership 209 holders

BlackRock Inc. 0.01% Reduce -2.0% 2,173,993 $213.1M
Cercano Management LLC 3.39% No change 1,239,832 $121.5M
Vanguard Group Inc. 0.00% Add +0.8% 958,509 $93.9M
Dimensional Fund Advisors LP 0.01% Add +6.2% 543,577 $53.3M
State Street Corp. 0.00% Add +2.5% 527,576 $51.7M
Morgan Stanley 0.00% Reduce -7.9% 515,994 $50.6M
Geneva Capital Management LLC 0.75% Reduce -1.7% 437,045 $42.8M
T. Rowe Price Investment Management, Inc. 0.03% Add +95.1% 431,801 $42.3M
American Century Companies Inc. 0.02% Add +12.1% 391,536 $38.4M
Geode Capital Management, LLC 0.00% Add +2.8% 302,034 $29.6M
Emerald Advisers, LLC 1.12% Reduce -2.6% 283,881 $27.8M
Emerald Mutual Fund Advisers Trust 1.17% Reduce -4.5% 229,468 $22.5M
Neumeier Poma Investment Counsel LLC 2.00% Reduce -10.5% 222,246 $21.8M
Swedbank AB 0.03% Add +17.6% 200,000 $19.6M
FMR LLC 0.00% Reduce -39.8% 188,494 $18.5M
Tributary Capital Management, LLC 1.39% Add +38.4% 172,941 $16.9M
Nine Ten Capital Management LLC 5.13% Add +6.7% 172,016 $16.9M
Northern Trust Corp. 0.00% Reduce -2.2% 158,019 $15.5M
Voya Investment Management LLC 0.02% Add +2.7% 157,176 $15.4M
Grandeur Peak Global Advisors, LLC 1.15% Reduce -3.6% 148,265 $14.5M
Charles Schwab Investment Management Inc. 0.00% Add +5.3% 144,635 $14.2M
Kennedy Capital Management LLC 0.29% Reduce -12.4% 144,520 $14.2M
Kornitzer Capital Management Inc. 0.25% Reduce -3.8% 139,870 $13.7M
Ashford Capital Management Inc. 1.82% Add +1.8% 137,360 $13.5M
Summit Creek Advisors LLC 1.66% Add +0.7% 134,225 $13.2M
New South Capital Management Inc. 0.50% Reduce -4.6% 122,036 $12.0M
Bank of New York Mellon Corp 0.00% Reduce -5.4% 101,023 $9.9M
Principal Financial Group Inc. 0.00% Reduce -8.4% 66,404 $6.5M
Royce & Associates LP 0.05% No change 56,970 $5.6M
Invesco Ltd. 0.00% Add +12.1% 46,503 $4.6M
Sei Investments Co. 0.01% Add +9.7% 46,357 $4.5M
Ameriprise Financial Inc. 0.00% Reduce -5.1% 40,531 $4.0M
Rhumbline Advisers 0.00% Add +0.7% 39,103 $3.8M
Envestnet Asset Management Inc. 0.00% Add +17.1% 38,647 $3.8M
Legal & General Group Plc 0.00% Reduce -0.4% 38,469 $3.8M
Nuveen Asset Management, LLC 0.00% Reduce -31.7% 35,800 $3.5M
Fred Alger Management, LLC 0.02% Reduce -3.5% 35,192 $3.4M
Russell Investments Group, Ltd. 0.01% Add +0.0% 34,726 $3.4M
Public Employees Retirement System of Ohio 0.01% Reduce -14.3% 33,736 $3.3M
Taylor Frigon Capital Management LLC 1.52% Add +5.1% 32,471 $3.2M
Connors Investor Services Inc. 0.31% Reduce -6.4% 30,358 $3.0M
AXA S.A. 0.01% Reduce -5.8% 30,160 $3.0M
Goldman Sachs Group Inc. 0.00% Reduce -28.8% 29,931 $2.9M
Woodstock Corp. 0.30% No change 29,892 $2.9M
Nordea Investment Management AB 0.00% Reduce -0.7% 28,538 $2.8M
Oak Ridge Investments LLC 0.28% Add +10.2% 28,422 $2.8M
Swiss National Bank 0.00% No change 28,200 $2.8M
King Luther Capital Management Corp. 0.01% No change 27,675 $2.7M
Cruiser Capital Advisors, LLC 3.96% No change 27,452 $2.7M
JPMorgan Chase & Co. 0.00% Add +39.6% 26,437 $2.6M
Public Sector Pension Investment Board 0.02% Reduce -1.2% 26,070 $2.6M
Citadel Advisors 0.00% Add +62.5% 25,655 $2.5M
Bank of America Corp. 0.00% Reduce -23.5% 25,493 $2.5M
Wells Fargo & Company 0.00% Add +19.6% 25,394 $2.5M
Credit Suisse AG/ 0.00% Reduce -2.3% 25,153 $2.5M
Cambiar Investors LLC 0.08% Reduce -2.1% 22,903 $2.2M
Integrated Wealth Concepts LLC 0.03% Reduce -15.3% 22,858 $2.2M
Alberta Investment Management Corp 0.02% No change 21,390 $2.1M
Advisors Asset Management, Inc. 0.04% Add +12.6% 19,082 $1.9M
Campbell Newman Asset Management Inc. 0.14% Add +2.4% 18,155 $1.8M
Two Sigma Investments, LP 0.00% New 17,626 $1.7M
UBS Group AG 0.00% Reduce -0.9% 16,493 $1.6M
Bank of Montreal 0.00% Add +6.1% 16,345 $1.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.4% 16,044 $1.6M
Conestoga Capital Advisors, LLC 0.02% Add +1.0% 15,798 $1.5M
Alliancebernstein L.P. 0.00% Add +0.8% 15,667 $1.5M
Formula Growth Ltd. 0.49% No change 15,500 $1.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 15,234 $1.5M
Prudential Financial Inc. 0.00% Reduce -2.8% 14,631 $1.4M
California State Teachers Retirement System 0.00% Reduce -5.1% 14,266 $1.4M
Victory Capital Management Inc. 0.00% Add +7.4% 13,242 $1.3M
Skylands Capital, LLC 0.17% Reduce -8.6% 12,675 $1.2M
Barclays PLC 0.00% Reduce -42.5% 12,617 $1.2M
Linden Thomas Advisory Services, LLC 0.20% Add +1.9% 12,601 $1.2M
First Trust Advisors LP 0.00% Reduce -0.7% 12,564 $1.2M
TD Asset Management Inc 0.00% Add +111.6% 12,514 $1.2M
Edgestream Partners, L.P. 0.06% New 12,246 $1.2M
BNP Paribas Financial Markets 0.00% Add +28.5% 12,051 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.8% 11,794 $1.2M
Balyasny Asset Management L.P. 0.00% Add +49.6% 11,727 $1.1M
Texas Permanent School Fund Corp. 0.01% Add +1.3% 11,130 $1.1M
Comerica Bank 0.00% Reduce -1.9% 11,065 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 11,032 $1.1M
LPL Financial LLC 0.00% Add +30.0% 9,618 $943K
Cwm, LLC 0.00% Add +0.6% 9,572 $938K
Qube Research & Technologies Ltd 0.00% New 8,920 $874K
Citigroup Inc. 0.00% Add +6.8% 8,645 $847K
Landscape Capital Management, L.L.C. 0.07% New 8,412 $824K
Millennium Management 0.00% Add +241.0% 7,905 $775K
State of Alaska, Department of Revenue 0.01% Reduce -1.0% 7,747 $759K
American International Group, Inc. 0.00% Reduce -0.9% 7,446 $730K
Illinois Municipal Retirement Fund 0.01% Add +1.9% 7,428 $728K
Azzad Asset Management Inc. 0.08% Add +69.6% 7,284 $714K
Neuberger Berman Group LLC 0.00% Add +29.4% 7,284 $714K
MetLife Investment Management, LLC 0.00% No change 7,184 $704K
Deutsche Bank AG 0.00% Reduce -1.0% 6,977 $684K
Trust Point Inc. 0.05% Add +135.3% 6,961 $682K
Jane Street Group, LLC 0.00% Add +83.6% 6,870 $673K
Numerai GP LLC 0.28% Reduce -47.7% 6,684 $655K
Louisiana State Employees Retirement System 0.01% Reduce -1.6% 6,300 $617K
Petrus Trust Company, LTA 0.06% New 6,251 $613K
Yousif Capital Management, LLC 0.01% Reduce -8.9% 5,756 $564K
Janus Henderson Group PLC 0.00% Add +0.0% 5,716 $560K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 5,626 $551K
Pacific Ridge Capital Partners, LLC 0.12% Reduce -20.4% 5,612 $550K
Two Sigma Advisers, LP 0.00% New 5,600 $549K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -21.5% 5,526 $542K
New York State Common Retirement Fund 0.00% Reduce -2.1% 5,500 $539K
Stifel Financial Corp. 0.00% Reduce -8.0% 5,203 $510K
Pathstone Holdings, LLC 0.00% Add +5.3% 5,181 $508K
State of Tennessee, Department of Treasury 0.00% Add +21.4% 5,136 $503K
First National Bank of Omaha 0.03% Add +423.2% 26,117 $503K
QV Investors Inc. 0.04% Add +4.8% 4,540 $445K
State Board of Administration of Florida Retirement System 0.00% Add +4.6% 4,105 $427K
Maryland State Retirement & Pension System 0.01% No change 4,622 $424K
One Day In July LLC 0.05% No change 4,181 $410K
Susquehanna Fundamental Investments, LLC 0.02% New 4,120 $404K
T. Rowe Price Associates Inc. 0.00% Reduce -96.6% 3,972 $390K
Arizona State Retirement System 0.00% Reduce -1.6% 3,932 $385K
Amalgamated Bank 0.00% Reduce -30.5% 3,912 $383K
Tandem Investment Advisors, Inc. 0.01% Add +9.3% 3,870 $379K
Teachers Retirement System of the State of Kentucky 0.00% No change 3,824 $375K
Voloridge Investment Management, LLC 0.00% New 3,780 $370K
Inspire Investing, LLC 0.04% Add +5.7% 3,641 $357K
New York State Teachers Retirement System 0.00% Reduce -7.9% 3,515 $345K
Oregon Public Employees Retirement Fund 0.01% Reduce -6.8% 3,425 $336K
Versor Investments LP 0.07% New 3,400 $333K
Aquatic Capital Management LLC 0.01% Add +126.7% 3,400 $333K
Squarepoint Ops LLC 0.00% Reduce -43.2% 3,396 $333K
UniSuper Management Pty Ltd 0.00% New 3,368 $330K
Pitcairn Co. 0.02% Add +19.1% 3,316 $325K
Commonwealth Equity Services, LLC 0.00% Reduce -41.1% 3,292 $323K
Quantbot Technologies LP 0.02% Add +1017.7% 3,219 $315K
MQS Management LLC 0.18% New 3,201 $314K
Cynosure Group, LLC 0.06% New 3,143 $308K
D. E. Shaw & Co. 0.00% Reduce -3.1% 3,091 $303K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 2,918 $286K
PNC Financial Services Group, Inc. 0.00% Reduce -8.3% 2,806 $275K
ProShare Advisors LLC 0.00% Add +7.5% 2,778 $272K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 2,746 $269K
Janney Montgomery Scott LLC 0.00% Add +11.5% 2,724 $267K
Franklin Resources Inc. 0.00% Reduce -0.3% 2,434 $239K
US Bancorp \de 0.00% Add +44.2% 2,393 $235K
SG Americas Securities, LLC 0.00% New 2,326 $228K
Dynamic Technology Lab Private Ltd 0.02% New 2,311 $227K
Orion Capital Management LLC 0.12% No change 2,300 $225K
Handelsbanken Fonder AB 0.00% New 2,300 $225K
State of Wyoming 0.04% Reduce -3.9% 2,271 $223K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 2,191 $215K
Praxis Investment Management Inc. 0.01% No change 2,110 $207K
Cetera Trust Company, N.A 0.12% No change 2,075 $203K
Manchester Capital Management LLC 0.02% No change 2,040 $200K
Liberty One Investment Management, LLC 0.02% Add +13.5% 2,012 $197K
Royal Bank of Canada 0.00% Reduce -71.3% 1,674 $164K
Financial Avengers, Inc. 0.09% Reduce -2.9% 1,700 $163K
Osaic Holdings, Inc. 0.00% Reduce -53.1% 1,525 $149K
Ameritas Investment Partners, Inc. 0.00% No change 1,440 $141K
Tower Research Capital LLC (TRC) 0.00% Reduce -70.7% 1,406 $138K
Essex Investment Management Co. LLC 0.03% No change 1,400 $137K
Natixis 0.00% Reduce -0.9% 1,158 $113K
Arax Advisory Partners 0.01% No change 1,006 $99K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -19.4% 965 $95K
Metropolitan Life Insurance Co 0.00% Reduce -9.9% 736 $72K
Clearstead Advisors, LLC 0.00% No change 700 $67K
Penserra Capital Management LLC 0.00% Add +34.2% 600 $58K
KBC Group NV 0.00% No change 462 $45K
First Horizon Advisors, Inc. 0.00% Add +35.2% 438 $43K
Summit Securities Group LLC 0.02% No change 400 $39K
EntryPoint Capital, LLC 0.02% New 220 $22K
Evermay Wealth Management LLC 0.00% No change 200 $20K
Nisa Investment Advisors, LLC 0.00% Add +4.1% 178 $17K
Principal Securities, Inc. 0.00% Reduce -10.7% 176 $17K
Raffa Wealth Management, LLC 0.01% New 175 $17K
Lanark Financial, Inc. 0.00% No change 174 $17K
Simplex Trading, LLC 0.00% New 135 $13K
UMB Bank, n.a. 0.00% Add +7.3% 117 $11K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 110 $11K
Quadrant Capital Group LLC 0.00% Reduce -32.9% 100 $10K
Parallel Advisors, LLC 0.00% No change 100 $10K
Main Street Group, LTD 0.00% No change 66 $6K
Private Trust Co. NA 0.00% Add +29.8% 61 $6K
Quarry LP 0.00% New 52 $5K
Blume Capital Management, Inc. 0.00% No change 40 $4K
PSI Advisors, LLC 0.00% No change 40 $4K
Fifth Third Bancorp 0.00% No change 38 $4K
SYSTM Wealth Solutions LLC 0.00% No change 36 $4K
Steward Partners Investment Advisory, LLC 0.00% No change 36 $4K
First Financial Corp. 0.00% New 24 $2K
Naples Money Management LLC 0.00% No change 19 $2K
Bell Investment Advisors, Inc 0.00% No change 15 $1K
Beacon Capital Management, LLC 0.00% New 12 $1K
AlphaQuest LLC 0.00% New 11 $1K
Concourse Financial Group Securities, Inc. 0.00% Reduce -95.1% 11 $1K
Bessemer Group Inc. 0.00% No change 13 $1K
GAMMA Investing LLC 0.00% Reduce -23.1% 10 $980
Farmers & Merchants Investments Inc. 0.00% No change 9 $882
Frazier Financial Advisors, LLC 0.00% New 7 $687
Parkside Financial Bank & Trust 0.00% No change 6 $589
Signaturefd, LLC 0.00% No change 6 $588
Farther Finance Advisors, LLC 0.00% No change 5 $480
EverSource Wealth Advisors, LLC 0.00% No change 5 $466
JFS Wealth Advisors, LLC 0.00% Reduce -20.0% 4 $393
Abound Wealth Management 0.00% No change 3 $295
Anfield Capital Management, LLC 0.00% New 3 $294
Avior Wealth Management, LLC 0.00% New 3 $294
SJS Investment Consulting Inc. 0.00% No change 2 $197
Benjamin F. Edwards & Company, Inc. 0.00% New 2 $0
Tsfg, LLC 0.00% No change 4 $0
Covestor Ltd 0.00% Add +200.0% 3 $0

"% of holder's portfolio" is NVEE's weight in each manager's 13F, not the share of NV5 Global Inc. the manager owns.