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
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 33,963 $654K
Natixis Advisors, LLC 0.00% Add +62.6% 32,506 $626K
Cwm, LLC 0.00% Reduce -1.9% 30,936 $596K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 29,663 $572K
State of Alaska, Department of Revenue 0.01% Reduce -2.4% 28,844 $555K
Guidance Capital, Inc. 0.16% Add +16.9% 28,599 $534K
Illinois Municipal Retirement Fund 0.01% Reduce -7.8% 27,219 $525K
Janus Henderson Group PLC 0.00% No change 26,960 $519K
Manufacturers Life Insurance Company, The 0.00% Reduce -50.1% 26,278 $506K
First National Bank of Omaha 0.03% Add +0.1% 26,117 $503K
Amundi 0.00% Add +2.3% 25,766 $501K
FMR LLC 0.00% Add +900.8% 25,931 $500K
T. Rowe Price Associates Inc. 0.00% Add +10.2% 24,661 $476K
Louisiana State Employees Retirement System 0.01% Reduce -2.8% 24,500 $472K
SG Americas Securities, LLC 0.00% Add +95.5% 24,365 $470K
Schonfeld Strategic Advisors LLC 0.00% New 24,220 $467K
Stifel Financial Corp. 0.00% Add +14.6% 23,392 $451K
Ensign Peak Advisors, Inc 0.00% No change 22,504 $434K
HSBC Holdings PLC 0.00% New 21,237 $411K
Two Sigma Advisers, LP 0.00% Reduce -69.7% 20,500 $395K
AQR Capital Management 0.00% New 20,081 $387K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 20,000 $385K
Qube Research & Technologies Ltd 0.00% Reduce -92.9% 19,725 $380K
Yousif Capital Management, LLC 0.00% Reduce -1.9% 19,459 $375K
Cynosure Group, LLC 0.05% Add +31.0% 19,375 $373K
Pitcairn Co. 0.02% Reduce -13.4% 19,341 $373K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 18,589 $358K
Inspire Investing, LLC 0.04% Reduce -16.3% 17,773 $342K
New York State Common Retirement Fund 0.00% No change 17,668 $340K
Arizona State Retirement System 0.00% Reduce -1.4% 16,762 $323K
Pacific Ridge Capital Partners, LLC 0.08% Reduce -0.8% 16,621 $320K
Renaissance Technologies 0.00% New 16,400 $316K
Avantax Advisory Services, Inc. 0.00% Add +52.3% 15,601 $301K
Teachers Retirement System of the State of Kentucky 0.00% No change 15,296 $295K
Maryland State Retirement & Pension System 0.01% Reduce -13.6% 15,199 $293K
Amalgamated Bank 0.00% Reduce -1.9% 15,025 $290K
Janney Montgomery Scott LLC 0.00% Add +8.8% 14,953 $288K
ExodusPoint Capital Management, LP 0.00% Reduce -75.2% 14,520 $280K
Handelsbanken Fonder AB 0.00% Add +42.6% 14,400 $277K
US Bancorp \de 0.00% Add +4.2% 14,255 $275K
Petrus Trust Company, LTA 0.03% Add +23.3% 13,884 $268K
Centiva Capital, LP 0.02% New 13,833 $267K
ProShare Advisors LLC 0.00% Reduce -22.0% 13,355 $257K
New York State Teachers Retirement System 0.00% No change 12,860 $248K
KLP Kapitalforvaltning As 0.00% No change 12,800 $247K
EP Wealth Advisors, LLC 0.00% New 12,776 $246K
Cibc World Markets Corp. 0.00% New 12,674 $244K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 12,457 $240K
State of Tennessee, Department of Treasury 0.00% No change 12,278 $237K
Franklin Resources Inc. 0.00% Add +4.7% 11,988 $231K
Oregon Public Employees Retirement Fund 0.00% Reduce -2.5% 11,900 $229K
Royal Bank of Canada 0.00% Add +25.5% 11,753 $226K
Police & Firemen's Retirement System of New Jersey 0.00% No change 11,636 $224K
Graham Capital Management, L.P. 0.01% Add +8.2% 11,429 $220K
Heritage Family Offices, LLP 0.11% Add +6.8% 11,090 $214K
Mgo One Seven LLC 0.01% Add +0.1% 11,060 $213K
One Day In July LLC 0.02% No change 10,856 $209K
Victory Capital Management Inc. 0.00% Reduce -70.2% 10,108 $195K
Bank of Montreal 0.00% New 10,102 $195K
Financial Avengers, Inc. 0.10% Add +47.1% 10,000 $193K
State of Wyoming 0.02% Add +25.3% 9,728 $187K
CIBC Private Wealth Group LLC 0.00% Add +56.4% 9,938 $153K
Orion Capital Management LLC 0.06% No change 7,800 $150K
Quadrant Capital Group LLC 0.00% Add +2617.8% 6,713 $129K
PNC Financial Services Group, Inc. 0.00% Reduce -5.8% 5,778 $111K
Ameritas Investment Partners, Inc. 0.00% No change 5,760 $111K
Cetera Trust Company, N.A 0.07% No change 5,710 $110K
Essex Investment Management Co. LLC 0.02% No change 5,600 $108K
BNP Paribas 0.00% Add +285.1% 5,392 $104K
BNP Paribas Financial Markets 0.00% Reduce -90.7% 5,314 $102K
Natixis 0.00% Add +0.4% 4,372 $84K
KBC Group NV 0.00% No change 4,223 $81K
Arax Advisory Partners 0.00% Add +1.8% 3,649 $70K
Signaturefd, LLC 0.00% New 3,404 $66K
GAMMA Investing LLC 0.00% Add +9916.7% 3,005 $58K
Vermillion & White Wealth Management Group, LLC 0.04% Add +200.0% 3,000 $58K
Clearstead Advisors, LLC 0.00% No change 2,800 $54K
Blue Trust, Inc. 0.00% Add +5.1% 2,640 $51K
First Horizon Advisors, Inc. 0.00% Reduce -81.3% 2,303 $44K
Coldstream Capital Management Inc. 0.00% New 1,695 $33K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.7% 1,559 $30K
Osaic Holdings, Inc. 0.00% Reduce -75.0% 1,234 $24K
UMB Bank, n.a. 0.00% Add +2.4% 977 $19K
Nisa Investment Advisors, LLC 0.00% Add +39.9% 922 $18K
Sterling Capital Management LLC 0.00% Reduce -45.8% 816 $16K
Rise Advisors, LLC 0.01% New 802 $15K
Versant Capital Management, Inc 0.00% New 700 $13K
Principal Securities, Inc. 0.00% No change 671 $13K
Parallel Advisors, LLC 0.00% New 643 $12K
Lindbrook Capital, LLC 0.00% New 572 $11K
Northwestern Mutual Wealth Management Co. 0.00% No change 446 $9K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 440 $8K
SVB Wealth LLC 0.00% New 418 $8K
Peterson Wealth Services 0.00% No change 400 $8K
Danske Bank A/S 0.00% No change 400 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +457.4% 379 $7K
EverSource Wealth Advisors, LLC 0.00% New 351 $7K
Private Trust Co. NA 0.00% No change 326 $6K
Main Street Group, LTD 0.00% No change 264 $5K
Private Wealth Management Group, LLC 0.00% Add +149.4% 217 $4K
Fifth Third Bancorp 0.00% Add +35.6% 202 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 175 $3K
PSI Advisors, LLC 0.00% No change 160 $3K
Huntington National Bank 0.00% Reduce -69.0% 147 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 144 $3K
Brooklyn Investment Group 0.00% New 130 $3K
Rothschild Investment LLC 0.00% Add +700.0% 120 $2K
Parkside Financial Bank & Trust 0.00% New 84 $2K
Allworth Financial LP 0.00% New 88 $1K
Federation des caisses Desjardins du Quebec 0.00% New 60 $1K
Covestor Ltd 0.00% Add +24.1% 36 $1K
Jones Financial Companies LLLP 0.00% New 44 $847
Farmers & Merchants Investments Inc. 0.00% No change 36 $694
Frazier Financial Advisors, LLC 0.00% No change 28 $540
SouthState Bank Corp 0.00% New 28 $540
True Wealth Design, LLC 0.00% New 26 $502
Farther Finance Advisors, LLC 0.00% New 22 $424
Stephens Consulting, LLC 0.00% New 20 $386
SBI Securities Co., Ltd. 0.00% Add +66.7% 20 $385
Abound Wealth Management 0.00% New 10 $193
Larson Financial Group LLC 0.00% No change 4 $77
Caitong International Asset Management Co., Ltd 0.00% New 2 $39
Kayne Anderson Rudnick Investment Management LLC 0.00% New 1 $19
Tsfg, LLC 0.00% No change 16 $0

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