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
MetLife Investment Management, LLC 0.00% Add +6.1% 34,982 $659K
Neuberger Berman Group LLC 0.00% Add +2.3% 34,303 $646K
Victory Capital Management Inc. 0.00% Reduce -30.3% 33,915 $639K
EntryPoint Capital, LLC 0.27% New 33,573 $633K
Gsa Capital Partners LLP 0.05% New 32,587 $614K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.2% 32,510 $612K
Jane Street Group, LLC 0.00% Reduce -26.2% 31,720 $598K
Cwm, LLC 0.00% Reduce -5.4% 31,536 $594K
Corebridge Financial, Inc. 0.00% Reduce -7.2% 30,233 $570K
Campbell & CO Investment Adviser LLC 0.04% Reduce -16.4% 29,592 $558K
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 29,556 $556K
Illinois Municipal Retirement Fund 0.01% Add +2.7% 29,511 $556K
Aquatic Capital Management LLC 0.01% Add +14.3% 29,253 $551K
XTX Topco Ltd 0.04% New 27,069 $510K
Janus Henderson Group PLC 0.00% Reduce -16.2% 26,960 $508K
First National Bank of Omaha 0.03% Add +15.7% 26,094 $492K
Amundi 0.00% Add +174.5% 25,178 $482K
Louisiana State Employees Retirement System 0.01% No change 25,200 $475K
Skylands Capital, LLC 0.07% Reduce -28.6% 24,700 $465K
Guidance Capital, Inc. 0.14% New 24,472 $465K
HRT Financial LP 0.00% Add +3.7% 24,260 $457K
Pathstone Holdings, LLC 0.00% Add +8.4% 22,674 $427K
Ensign Peak Advisors, Inc 0.00% No change 22,504 $424K
T. Rowe Price Associates Inc. 0.00% Add +19.7% 22,370 $422K
Pitcairn Co. 0.02% Add +66.4% 22,336 $421K
Inspire Investing, LLC 0.04% Add +20.1% 21,224 $400K
Stifel Financial Corp. 0.00% Reduce -3.3% 20,411 $385K
Natixis Advisors, LLC 0.00% New 19,994 $377K
Allianz Asset Management GmbH 0.00% Reduce -39.8% 20,000 $377K
Yousif Capital Management, LLC 0.00% Reduce -2.1% 19,830 $374K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +25.7% 18,589 $350K
New York State Common Retirement Fund 0.00% No change 17,668 $333K
Maryland State Retirement & Pension System 0.01% No change 17,592 $331K
Fox Run Management, L.L.C. 0.06% New 17,127 $323K
ProShare Advisors LLC 0.00% Add +44.8% 17,113 $322K
Arizona State Retirement System 0.00% Add +1.6% 16,995 $320K
Pacific Ridge Capital Partners, LLC 0.07% No change 16,756 $316K
Versor Investments LP 0.05% Reduce -1.2% 16,624 $313K
Brevan Howard Capital Management LP 0.01% New 15,696 $296K
Amalgamated Bank 0.00% Reduce -1.7% 15,316 $289K
Teachers Retirement System of the State of Kentucky 0.00% No change 15,296 $288K
Cynosure Group, LLC 0.04% Reduce -7.7% 14,792 $279K
Janney Montgomery Scott LLC 0.00% Add +17.7% 13,750 $259K
US Bancorp \de 0.00% Add +16.0% 13,679 $258K
Axq Capital, LP 0.11% New 13,452 $253K
New York State Teachers Retirement System 0.00% No change 12,860 $242K
KLP Kapitalforvaltning As 0.00% — 12,800 $241K
Creative Planning 0.00% New 12,745 $240K
SG Americas Securities, LLC 0.00% New 12,466 $235K
First Horizon Advisors, Inc. 0.01% Add +3.7% 12,303 $232K
State of Tennessee, Department of Treasury 0.00% Reduce -51.4% 12,278 $231K
Oregon Public Employees Retirement Fund 0.00% Add +0.8% 12,200 $230K
Police & Firemen's Retirement System of New Jersey 0.00% — 11,636 $219K
Sherbrooke Park Advisers LLC 0.07% New 11,625 $219K
Franklin Resources Inc. 0.00% New 11,451 $216K
Petrus Trust Company, LTA 0.02% No change 11,260 $212K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.2% 11,113 $209K
Mgo One Seven LLC 0.01% New 11,053 $208K
One Day In July LLC 0.02% Reduce -26.6% 10,856 $205K
Graham Capital Management, L.P. 0.01% New 10,560 $199K
Heritage Family Offices, LLP 0.10% New 10,384 $196K
Avantax Advisory Services, Inc. 0.00% Reduce -35.8% 10,241 $193K
Handelsbanken Fonder AB 0.00% Reduce -9.8% 10,100 $190K
Royal Bank of Canada 0.00% Reduce -9.0% 9,364 $177K
Orion Capital Management LLC 0.06% Reduce -15.2% 7,800 $147K
State of Wyoming 0.02% Reduce -24.9% 7,764 $146K
Financial Avengers, Inc. 0.06% No change 6,800 $128K
Liberty One Investment Management, LLC 0.01% Add +4.5% 6,779 $128K
CIBC Private Wealth Group LLC 0.00% Add +45.8% 6,353 $122K
Tower Research Capital LLC (TRC) 0.00% Add +517.3% 6,420 $121K
PNC Financial Services Group, Inc. 0.00% Add +14.9% 6,134 $116K
Ameritas Investment Partners, Inc. 0.00% No change 5,760 $109K
Cetera Trust Company, N.A 0.07% Reduce -33.3% 5,710 $108K
Essex Investment Management Co. LLC 0.02% No change 5,600 $106K
Osaic Holdings, Inc. 0.00% Reduce -19.5% 4,926 $93K
Natixis 0.00% Reduce -1.3% 4,353 $82K
KBC Group NV 0.00% Add +56.9% 4,223 $80K
Point72 Asset Management 0.00% New 4,231 $80K
Arax Advisory Partners 0.00% Reduce -0.9% 3,584 $68K
Clearstead Advisors, LLC 0.00% No change 2,800 $53K
FMR LLC 0.00% Reduce -27.5% 2,591 $49K
Blue Trust, Inc. 0.00% Reduce -3.1% 2,512 $47K
Simplex Trading, LLC 0.00% Add +752.8% 1,808 $34K
Sterling Capital Management LLC 0.00% Add +755.1% 1,505 $28K
BNP Paribas 0.00% No change 1,400 $26K
Vermillion & White Wealth Management Group, LLC 0.01% New 1,000 $19K
UMB Bank, n.a. 0.00% Add +82.1% 954 $18K
Principal Securities, Inc. 0.00% Add +8.9% 671 $13K
Nisa Investment Advisors, LLC 0.00% Reduce -10.9% 659 $12K
Huntington National Bank 0.00% New 475 $9K
AlphaQuest LLC 0.00% Add +11200.0% 452 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -88.9% 446 $8K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 440 $8K
Peterson Wealth Services 0.00% No change 400 $8K
Danske Bank A/S 0.00% Reduce -99.0% 400 $8K
Private Trust Co. NA 0.00% Add +18.1% 326 $6K
Main Street Group, LTD 0.00% No change 264 $5K
Quarry LP 0.00% Reduce -39.1% 251 $5K
Quadrant Capital Group LLC 0.00% Add +66.9% 247 $5K
PSI Advisors, LLC 0.00% No change 160 $3K
Fifth Third Bancorp 0.00% Reduce -6.9% 149 $3K
Global Retirement Partners, LLC 0.00% Reduce -10.4% 147 $3K
Brown Brothers Harriman & Co. 0.00% No change 144 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 144 $3K
Private Wealth Management Group, LLC 0.00% Add +14.5% 87 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 68 $1K
Concourse Financial Group Securities, Inc. 0.00% Add +37.5% 66 $1K
Covestor Ltd 0.00% Add +81.3% 29 $1K
Physician Wealth Advisors, Inc. 0.00% New 41 $773
Farmers & Merchants Investments Inc. 0.00% No change 36 $678
Harbour Investments, Inc. 0.00% New 32 $603
GAMMA Investing LLC 0.00% Reduce -91.5% 30 $565
Frazier Financial Advisors, LLC 0.00% No change 28 $528
Tucker Asset Management LLC 0.00% New 27 $509
Rothschild Investment LLC 0.00% Reduce -62.5% 15 $283
SBI Securities Co., Ltd. 0.00% — 12 $226
Larson Financial Group LLC 0.00% No change 4 $75
Global Financial Private Client, LLC 0.00% New 1 $19
Tsfg, LLC 0.00% No change 16 $0
Hemington Wealth Management 0.00% Reduce -81.3% 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.