NV5 GlobalNVEE

13F holders, Q1 2025 (March 31)
224holders +4
39new positions
34sold out
4famous investors
$19.27avg. 13F price*

At the end of Q1 2025, 224 institutions reported holding NV5 Global Inc. (NVEE) in their 13F filings, up 4 from Q4 2024. 39 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($194.4M), Cercano Management LLC ($75.6M) and Vanguard Group Inc. ($73.8M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions39$20.6M
Exits34$37.5M

All 13F filers, Q4 2024 → Q1 2025: 5,012,392 shares bought and 4,131,486 shares sold, net +880,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

BlackRock, Inc. 0.00% Add +6.7% 10,086,650 $194.4M
Cercano Management LLC 2.22% No change 3,925,599 $75.6M
Vanguard Group Inc. 0.00% Add +1.9% 3,832,374 $73.8M
Dimensional Fund Advisors LP 0.01% Add +8.3% 2,723,236 $52.5M
American Century Companies Inc. 0.03% Add +14.3% 2,454,527 $47.3M
State Street Corp. 0.00% Reduce -3.4% 2,162,088 $41.7M
Bank of New York Mellon Corp 0.01% Add +26.6% 1,913,231 $36.9M
Swedbank AB 0.05% Add +16.4% 1,900,000 $36.6M
Geneva Capital Management LLC 0.62% Add +6.5% 1,723,679 $33.2M
Geode Capital Management, LLC 0.00% Add +3.9% 1,353,468 $26.1M
Voya Investment Management LLC 0.02% Add +3.4% 926,721 $17.9M
Tributary Capital Management, LLC 1.45% Reduce -9.0% 860,323 $16.6M
Charles Schwab Investment Management Inc. 0.00% Add +11.8% 767,187 $14.8M
Morgan Stanley 0.00% Add +20.8% 742,557 $14.3M
Neumeier Poma Investment Counsel LLC 1.29% Add +1.5% 621,447 $12.0M
Northern Trust Corp. 0.00% Add +0.1% 619,184 $11.9M
Kornitzer Capital Management Inc. 0.22% No change 559,480 $10.8M
Susquehanna International Group, LLP 0.02% Add +1325.2% 556,809 $10.7M
Redwood Grove Capital, LLC 3.72% No change 539,108 $10.4M
Summit Creek Advisors LLC 1.34% Reduce -0.1% 474,500 $9.1M
Ashford Capital Management Inc. 1.06% Reduce -22.2% 427,750 $8.2M
Bernzott Capital Advisors 3.72% Add +98.3% 391,649 $7.5M
New South Capital Management Inc. 0.36% Reduce -11.4% 391,418 $7.5M
Nine Ten Capital Management LLC 2.73% Reduce -46.5% 379,852 $7.3M
Sei Investments Co. 0.01% Add +21.6% 356,495 $6.9M
Goldman Sachs Group Inc. 0.00% Add +4.7% 350,826 $6.8M
Grandeur Peak Global Advisors, LLC 0.74% Reduce -12.0% 345,602 $6.7M
Invesco Ltd. 0.00% Add +5.0% 321,120 $6.2M
First Eagle Investment Management, LLC 0.01% Add +14.6% 317,200 $6.1M
Millennium Management 0.01% Reduce -14.6% 278,133 $5.4M
Wellington Management Group LLP 0.00% New 260,422 $5.0M
Principal Financial Group Inc. 0.00% Add +2.6% 259,732 $5.0M
JPMorgan Chase & Co. 0.00% Reduce -12.6% 234,698 $4.5M
UBS Group AG 0.00% Add +54.0% 224,217 $4.3M
Envestnet Asset Management Inc. 0.00% Add +6.1% 183,907 $3.5M
Cruiser Capital Advisors, LLC 4.77% Add +35.7% 182,987 $3.5M
Advisors Asset Management, Inc. 0.06% Add +11.9% 172,373 $3.3M
Squarepoint Ops LLC 0.01% Add +14.6% 169,739 $3.3M
Teacher Retirement System of Texas 0.01% New 167,214 $3.2M
Public Sector Pension Investment Board 0.01% Add +26.8% 165,071 $3.2M
Rhumbline Advisers 0.00% Reduce -5.2% 157,256 $3.0M
Russell Investments Group, Ltd. 0.00% Reduce -11.1% 156,033 $3.0M
King Luther Capital Management Corp. 0.01% No change 150,475 $2.9M
Legal & General Group Plc 0.00% Reduce -0.2% 150,287 $2.9M
Federated Hermes, Inc. 0.01% Add +57.2% 147,605 $2.8M
Nuveen, LLC 0.00% — 142,946 $2.8M
Connors Investor Services Inc. 0.27% Reduce -0.3% 138,755 $2.7M
Royce & Associates LP 0.03% Reduce -24.4% 134,800 $2.6M
Taylor Frigon Capital Management LLC 1.52% Reduce -3.3% 132,786 $2.6M
First Trust Advisors LP 0.00% Add +110.3% 132,276 $2.5M
Citadel Advisors 0.00% Add +144.7% 132,077 $2.5M
Marshall Wace, LLP 0.00% Reduce -48.2% 129,280 $2.5M
Wells Fargo & Company 0.00% Add +15.2% 126,652 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -0.8% 125,034 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.3% 117,770 $2.3M
Woodstock Corp. 0.22% No change 117,100 $2.3M
Swiss National Bank 0.00% Reduce -1.6% 113,500 $2.2M
Integrated Wealth Concepts LLC 0.02% Reduce -0.2% 103,400 $2.0M
Haven Capital Group, Inc. 2.15% Reduce -1.6% 101,468 $2.0M
Nordea Investment Management AB 0.00% Add +1.5% 98,990 $1.9M
Wedge Capital Management L L P 0.04% New 98,011 $1.9M
Citigroup Inc. 0.00% Add +19.3% 94,274 $1.8M
Creative Planning 0.00% Add +637.6% 94,004 $1.8M
Public Employees Retirement System of Ohio 0.01% Reduce -26.5% 92,836 $1.8M
Cambiar Investors LLC 0.07% Add +7.1% 91,328 $1.8M
Kennedy Capital Management LLC 0.04% Reduce -71.4% 89,948 $1.7M
Jackson Creek Investment Advisors LLC 0.52% New 84,385 $1.6M
Chatham Capital Group, Inc. 0.26% Add +5.0% 80,320 $1.5M
Barclays PLC 0.00% Reduce -21.6% 79,466 $1.5M
Bank of America Corp. 0.00% Reduce -34.9% 75,584 $1.5M
Engineers Gate Manager LP 0.02% Add +16.9% 74,589 $1.4M
Conestoga Capital Advisors, LLC 0.02% Add +17.7% 73,872 $1.4M
Campbell Newman Asset Management Inc. 0.12% Reduce -0.5% 70,483 $1.4M
Voloridge Investment Management, LLC 0.00% Reduce -61.4% 68,877 $1.3M
Numerai GP LLC 0.23% New 63,522 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -11.9% 62,465 $1.2M
Jane Street Group, LLC 0.00% Add +95.7% 62,076 $1.2M
Simplex Trading, LLC 0.04% Add +3252.0% 60,604 $1.2M
Prudential Financial Inc. 0.00% Reduce -0.3% 52,384 $1.1M
Formula Growth Ltd. 0.46% No change 59,000 $1.1M
Alliancebernstein L.P. 0.00% Reduce -2.2% 58,561 $1.1M
Comerica Bank 0.00% Add +44.6% 58,334 $1.1M
CenterBook Partners LP 0.07% New 58,028 $1.1M
QV Investors Inc. 0.11% Add +18.8% 57,700 $1.1M
Credit Agricole S A 0.00% New 55,000 $1.1M
California State Teachers Retirement System 0.00% No change 54,699 $1.1M
LPL Financial LLC 0.00% Add +15.7% 54,165 $1.0M
Linden Thomas Advisory Services, LLC 0.13% Add +1.6% 50,964 $982K
Balyasny Asset Management L.P. 0.00% Reduce -34.3% 46,232 $891K
Deutsche Bank AG 0.00% Reduce -9.6% 45,627 $879K
Value Holdings Management Co. LLC 0.16% New 43,600 $840K
Azzad Asset Management Inc. 0.10% Add +3.3% 43,471 $838K
Raymond James Financial Inc. 0.00% New 41,499 $800K
Verition Fund Management LLC 0.00% Reduce -31.2% 39,658 $764K
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 38,236 $737K
Intech Investment Management LLC 0.01% Reduce -27.9% 37,092 $715K
Two Sigma Investments, LP 0.00% Reduce -80.8% 35,938 $693K
Neuberger Berman Group LLC 0.00% Add +1.0% 34,641 $668K
MetLife Investment Management, LLC 0.00% Reduce -1.6% 34,427 $663K
Koss-Olinger Consulting, LLC 0.06% New 34,428 $663K

"% 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 224 holders