NV5 GlobalNVEE

13F holders, Q4 2024 (December 31)
220holders +7
30new positions
23sold out
4famous investors
$18.84avg. 13F price*

At the end of Q4 2024, 220 institutions reported holding NV5 Global Inc. (NVEE) in their 13F filings, up 7 from Q3 2024. 30 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($178.1M), Cercano Management LLC ($74.0M) and Vanguard Group Inc. ($70.9M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions30$22.3M
Exits23$10.6M

All 13F filers, Q3 2024 → Q4 2024: 4,766,087 shares bought and 4,094,178 shares sold, net +671,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

BlackRock, Inc. 0.00% Add +4.1% 9,451,086 $178.1M
Cercano Management LLC 1.88% Reduce -22.8% 3,925,599 $74.0M
Vanguard Group Inc. 0.00% Reduce -2.9% 3,761,947 $70.9M
Dimensional Fund Advisors LP 0.01% Add +2.7% 2,514,316 $47.4M
State Street Corp. 0.00% Add +5.5% 2,238,197 $42.2M
American Century Companies Inc. 0.02% Add +5.6% 2,147,358 $40.5M
Swedbank AB 0.04% Add +16.6% 1,632,296 $30.8M
Geneva Capital Management LLC 0.53% Reduce -6.5% 1,618,475 $30.5M
Bank of New York Mellon Corp 0.01% Add +318.2% 1,510,725 $28.5M
Geode Capital Management, LLC 0.00% Reduce -0.4% 1,302,719 $24.5M
Tributary Capital Management, LLC 1.38% Add +24.3% 945,709 $17.8M
Voya Investment Management LLC 0.02% Reduce -11.3% 896,645 $16.9M
Nine Ten Capital Management LLC 3.82% Add +0.6% 709,852 $13.4M
Emerald Advisers, LLC 0.51% Reduce -37.4% 702,679 $13.2M
Charles Schwab Investment Management Inc. 0.00% Add +6.5% 686,061 $12.9M
Northern Trust Corp. 0.00% Add +0.8% 618,758 $11.7M
Morgan Stanley 0.00% Add +7.4% 614,639 $11.6M
Neumeier Poma Investment Counsel LLC 1.12% Reduce -21.5% 612,252 $11.5M
Kornitzer Capital Management Inc. 0.21% Reduce -0.7% 559,480 $10.5M
Ashford Capital Management Inc. 1.22% Reduce -0.2% 549,500 $10.4M
Redwood Grove Capital, LLC 3.15% No change 539,108 $10.2M
Summit Creek Advisors LLC 1.18% Add +0.3% 475,060 $9.0M
New South Capital Management Inc. 0.35% Reduce -6.9% 441,629 $8.3M
Grandeur Peak Global Advisors, LLC 0.66% Reduce -21.4% 392,811 $7.4M
Emerald Mutual Fund Advisers Trust 0.44% Reduce -57.1% 383,146 $7.2M
Goldman Sachs Group Inc. 0.00% Add +65.3% 334,965 $6.3M
Millennium Management 0.01% Add +12.8% 325,778 $6.1M
Kennedy Capital Management LLC 0.13% Reduce -31.8% 314,192 $5.9M
Invesco Ltd. 0.00% Add +5.9% 305,918 $5.8M
Sei Investments Co. 0.01% Add +19.1% 293,108 $5.5M
Qube Research & Technologies Ltd 0.01% Add +35.6% 279,529 $5.3M
First Eagle Investment Management, LLC 0.01% New 276,700 $5.2M
JPMorgan Chase & Co. 0.00% Add +6.6% 268,377 $5.1M
Principal Financial Group Inc. 0.00% Add +2.8% 253,115 $4.8M
Marshall Wace, LLP 0.01% Add +79.1% 249,774 $4.7M
Bernzott Capital Advisors 1.84% New 197,510 $3.7M
Two Sigma Investments, LP 0.01% Add +57.0% 187,229 $3.5M
Voloridge Investment Management, LLC 0.01% New 178,539 $3.4M
Royce & Associates LP 0.03% Reduce -20.4% 178,280 $3.4M
Russell Investments Group, Ltd. 0.00% Add +26.3% 175,582 $3.3M
Envestnet Asset Management Inc. 0.00% Add +5.6% 173,273 $3.3M
Rhumbline Advisers 0.00% Add +0.2% 165,876 $3.1M
Advisors Asset Management, Inc. 0.05% Add +44.2% 153,969 $2.9M
Legal & General Group Plc 0.00% Add +0.1% 150,617 $2.8M
King Luther Capital Management Corp. 0.01% Add +0.6% 150,475 $2.8M
Squarepoint Ops LLC 0.01% Add +12.5% 148,148 $2.8M
Nuveen Asset Management, LLC 0.00% No change 145,716 $2.7M
UBS Group AG 0.00% Add +93.0% 145,561 $2.7M
Connors Investor Services Inc. 0.25% Add +22.5% 139,222 $2.6M
Taylor Frigon Capital Management LLC 1.31% Add +15.7% 137,299 $2.6M
Cruiser Capital Advisors, LLC 1.40% Add +22.8% 134,808 $2.5M
Public Sector Pension Investment Board 0.01% Add +18.0% 130,235 $2.5M
Public Employees Retirement System of Ohio 0.01% No change 126,379 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -7.2% 125,977 $2.4M
AXA S.A. 0.01% No change 118,760 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.7% 117,383 $2.2M
Woodstock Corp. 0.21% Reduce -2.1% 117,100 $2.2M
Bank of America Corp. 0.00% Add +54.0% 116,140 $2.2M
Swiss National Bank 0.00% Add +1.5% 115,300 $2.2M
Wells Fargo & Company 0.00% Add +12.9% 109,922 $2.1M
Integrated Wealth Concepts LLC 0.02% Reduce -0.2% 103,596 $2.0M
Haven Capital Group, Inc. 1.83% — 103,144 $1.9M
Barclays PLC 0.00% Add +6.0% 101,360 $1.9M
Nordea Investment Management AB 0.00% Add +3.3% 97,546 $1.9M
Cubist Systematic Strategies, LLC 0.03% New 95,395 $1.8M
Federated Hermes, Inc. 0.00% Add +34.5% 93,882 $1.8M
Trexquant Investment LP 0.02% Add +324.5% 87,116 $1.6M
Cambiar Investors LLC 0.06% Reduce -7.0% 85,303 $1.6M
Oak Ridge Investments LLC 0.12% Reduce -79.2% 81,792 $1.5M
Citigroup Inc. 0.00% Reduce -6.3% 79,048 $1.5M
Chatham Capital Group, Inc. 0.24% Reduce -0.5% 76,505 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Add +4.0% 70,918 $1.3M
Campbell Newman Asset Management Inc. 0.11% Reduce -0.5% 70,811 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -14.5% 70,368 $1.3M
Two Sigma Advisers, LP 0.00% Add +356.8% 67,600 $1.3M
Engineers Gate Manager LP 0.02% Add +66.4% 63,833 $1.2M
First Trust Advisors LP 0.00% Add +13.4% 62,912 $1.2M
Conestoga Capital Advisors, LLC 0.02% Reduce -0.3% 62,752 $1.2M
Prudential Financial Inc. 0.00% Reduce -5.9% 52,564 $1.2M
Alliancebernstein L.P. 0.00% Add +0.7% 59,898 $1.1M
Formula Growth Ltd. 0.38% Reduce -4.8% 59,000 $1.1M
ExodusPoint Capital Management, LP 0.01% New 58,490 $1.1M
Verition Fund Management LLC 0.01% New 57,648 $1.1M
BNP Paribas Financial Markets 0.00% Add +125.2% 57,131 $1.1M
D. E. Shaw & Co. 0.00% Reduce -30.0% 56,082 $1.1M
California State Teachers Retirement System 0.00% Reduce -0.3% 54,699 $1.0M
Citadel Advisors 0.00% Reduce -76.3% 53,966 $1.0M
Manufacturers Life Insurance Company, The 0.00% Add +6.0% 52,620 $991K
Intech Investment Management LLC 0.01% Add +146.6% 51,467 $970K
Deutsche Bank AG 0.00% Add +56.1% 50,452 $951K
Linden Thomas Advisory Services, LLC 0.12% Reduce -1.9% 50,169 $945K
QV Investors Inc. 0.09% Add +153.6% 48,580 $915K
Dynamic Technology Lab Private Ltd 0.15% New 48,204 $908K
Alberta Investment Management Corp 0.01% Reduce -1.5% 47,209 $889K
LPL Financial LLC 0.00% Add +15.6% 46,805 $882K
Azzad Asset Management Inc. 0.15% Add +38.6% 42,079 $793K
Comerica Bank 0.00% Reduce -1.6% 40,327 $760K
Thrivent Financial for Lutherans 0.00% Reduce -1.6% 40,236 $758K
Quantbot Technologies LP 0.03% Add +81.0% 39,357 $741K
Susquehanna International Group, LLP 0.00% Add +51.7% 39,069 $736K

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

Show all 220 holders