NV5 GlobalNVEE

13F holders, Q2 2025 (June 30)
238holders +14
51new positions
38sold out
4famous investors
$23.09avg. 13F price*

At the end of Q2 2025, 238 institutions reported holding NV5 Global Inc. (NVEE) in their 13F filings, up 14 from Q1 2025. 51 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($221.9M), Cercano Management LLC ($90.6M) and Vanguard Group Inc. ($85.8M). 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 Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions51$138.4M
Exits38$40.5M

All 13F filers, Q1 2025 → Q2 2025: 11,111,021 shares bought and 9,314,100 shares sold, net +1,796,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 238 holders

BlackRock, Inc. 0.00% Reduce -4.7% 9,610,552 $221.9M
Cercano Management LLC 2.59% No change 3,925,599 $90.6M
Vanguard Group Inc. 0.00% Reduce -3.1% 3,714,597 $85.8M
Dimensional Fund Advisors LP 0.02% Add +5.4% 2,870,793 $66.3M
Bank of New York Mellon Corp 0.01% Add +20.6% 2,307,879 $53.3M
State Street Corp. 0.00% Add +0.6% 2,175,412 $50.2M
Swedbank AB 0.04% Reduce -21.1% 1,500,000 $34.6M
Geode Capital Management, LLC 0.00% Add +2.3% 1,384,779 $32.0M
Balyasny Asset Management L.P. 0.07% Add +2861.6% 1,369,224 $31.6M
Alpine Associates Management Inc. 1.64% New 1,322,232 $30.5M
American Century Companies Inc. 0.02% Reduce -49.6% 1,236,763 $28.6M
Schonfeld Strategic Advisors LLC 0.19% Add +4355.3% 1,079,081 $24.9M
Geneva Capital Management LLC 0.32% Reduce -51.4% 838,608 $19.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.8% 760,634 $17.6M
Tributary Capital Management, LLC 1.42% Reduce -19.5% 692,520 $16.0M
Redwood Grove Capital, LLC 4.73% Add +14.5% 617,108 $14.2M
J. Goldman & Co LP 0.44% New 609,115 $14.1M
Northern Trust Corp. 0.00% Reduce -3.9% 595,040 $13.7M
Kornitzer Capital Management Inc. 0.26% No change 559,480 $12.9M
Neumeier Poma Investment Counsel LLC 1.16% Reduce -13.0% 540,395 $12.5M
Millennium Management 0.01% Add +92.8% 536,262 $12.4M
Bank of America Corp. 0.00% Add +573.6% 509,142 $11.8M
Morgan Stanley 0.00% Reduce -32.5% 501,309 $11.6M
Glazer Capital, LLC 0.41% New 424,696 $9.8M
Beryl Capital Management LLC 1.43% New 411,983 $9.5M
Bernzott Capital Advisors 4.72% Add +2.2% 400,319 $9.2M
Verition Fund Management LLC 0.05% Add +792.1% 353,799 $8.2M
Magnetar Financial LLC 0.04% New 340,020 $7.9M
Adage Capital Partners Gp, L.L.C. 0.01% New 334,994 $7.7M
New South Capital Management Inc. 0.37% Reduce -15.5% 330,858 $7.6M
First Eagle Investment Management, LLC 0.01% Reduce -6.9% 295,200 $6.8M
Principal Financial Group Inc. 0.00% Add +0.4% 260,781 $6.0M
Royal Bank of Canada 0.00% Add +2027.7% 250,073 $5.8M
Absolute Gestao de Investimentos Ltda. 1.68% New 223,370 $5.2M
Slotnik Capital, LLC 2.04% New 219,091 $5.1M
Qube Research & Technologies Ltd 0.01% Add +978.1% 212,655 $4.9M
Teacher Retirement System of Texas 0.02% Add +24.9% 208,931 $4.8M
Envestnet Asset Management Inc. 0.00% Add +10.6% 203,381 $4.7M
Cruiser Capital Advisors, LLC 2.08% Add +11.0% 203,187 $4.7M
Russell Investments Group, Ltd. 0.01% Add +23.8% 193,233 $4.5M
Advisors Asset Management, Inc. 0.08% Add +10.6% 190,589 $4.4M
Squarepoint Ops LLC 0.01% Add +12.0% 190,152 $4.4M
Invesco Ltd. 0.00% Reduce -42.7% 184,059 $4.2M
Public Sector Pension Investment Board 0.02% Add +8.5% 179,055 $4.1M
Jane Street Group, LLC 0.01% Add +185.3% 177,108 $4.1M
Harvest Management LLC 1.86% New 166,234 $3.8M
Summit Creek Advisors LLC 0.53% Reduce -65.2% 165,040 $3.8M
Man Group plc 0.01% New 165,031 $3.8M
Rhumbline Advisers 0.00% Add +3.9% 163,357 $3.8M
Trium Capital LLP 0.94% New 162,684 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +37.7% 162,161 $3.7M
UBS Group AG 0.00% Reduce -31.1% 154,522 $3.6M
Legal & General Group Plc 0.00% Add +0.9% 151,599 $3.5M
Gabelli Funds LLC 0.03% New 150,619 $3.5M
JPMorgan Chase & Co. 0.00% Reduce -36.8% 148,295 $3.4M
Susquehanna Portfolio Strategies, LLC 0.07% New 146,832 $3.4M
Citadel Advisors 0.00% Add +9.9% 145,170 $3.4M
Goldman Sachs Group Inc. 0.00% Reduce -59.2% 143,079 $3.3M
New York Life Investment Management LLC 0.03% New 142,097 $3.3M
Connors Investor Services Inc. 0.28% Reduce -0.1% 138,660 $3.2M
Athos Capital Ltd 4.65% New 130,000 $3.0M
Boussard & Gavaudan Investment Management LLP 0.78% New 128,635 $3.0M
Nuveen, LLC 0.00% Reduce -14.6% 122,102 $2.8M
Yakira Capital Management, Inc. 1.00% New 117,189 $2.7M
Woodstock Corp. 0.25% No change 117,100 $2.7M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.42% New 116,900 $2.7M
Ameriprise Financial Inc. 0.00% Reduce -6.6% 116,770 $2.7M
Wells Fargo & Company 0.00% Reduce -8.0% 116,566 $2.7M
Swiss National Bank 0.00% Reduce -1.2% 112,100 $2.6M
Barclays PLC 0.00% Add +38.9% 110,399 $2.5M
Integrated Wealth Concepts LLC 0.03% Add +6.4% 110,009 $2.5M
Deutsche Bank AG 0.00% Add +140.0% 109,501 $2.5M
Citigroup Inc. 0.00% Add +7.7% 101,538 $2.3M
Nordea Investment Management AB 0.00% Reduce -0.8% 98,227 $2.3M
Public Employees Retirement System of Ohio 0.01% Add +0.0% 92,845 $2.1M
Wedge Capital Management L L P 0.04% Reduce -6.5% 91,618 $2.1M
Cambiar Investors LLC 0.09% Reduce -0.1% 91,285 $2.1M
Haven Capital Group, Inc. 1.83% Reduce -11.5% 89,806 $2.1M
CenterBook Partners LP 0.11% Add +42.6% 82,728 $1.9M
Burren Capital Advisors Ltd 5.53% New 82,095 $1.9M
Ashford Capital Management Inc. 0.21% Reduce -81.9% 77,410 $1.8M
Campbell Newman Asset Management Inc. 0.14% Add +7.1% 75,492 $1.7M
Conestoga Capital Advisors, LLC 0.03% No change 73,872 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -86.9% 72,818 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +409.6% 63,483 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Add +0.5% 62,792 $1.5M
QV Investors Inc. 0.14% Add +8.7% 62,700 $1.4M
First Trust Advisors LP 0.00% Reduce -53.0% 62,106 $1.4M
Federated Hermes, Inc. 0.00% Reduce -58.3% 61,631 $1.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% New 60,000 $1.4M
NINE MASTS CAPITAL Ltd 0.57% New 59,774 $1.4M
Formula Growth Ltd. 0.51% No change 59,000 $1.4M
Alliancebernstein L.P. 0.00% No change 58,561 $1.4M
California State Teachers Retirement System 0.00% Reduce -1.0% 54,132 $1.2M
LPL Financial LLC 0.00% Reduce -0.5% 53,896 $1.2M
Prudential Financial Inc. 0.00% Add +6.0% 55,544 $1.2M
Linden Thomas Advisory Services, LLC 0.13% Reduce -1.3% 50,318 $1.2M
Marshall Wace, LLP 0.00% Reduce -61.1% 50,300 $1.2M
Creative Planning 0.00% Reduce -49.8% 47,154 $1.1M
Comerica Bank 0.00% Reduce -22.0% 45,495 $1.1M

"% 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 238 holders