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
Sagefield Capital LP 0.14% New 43,981 $1.0M
Azzad Asset Management Inc. 0.11% Reduce -0.7% 43,156 $996K
AQR Capital Management 0.00% Add +100.5% 40,271 $930K
XTX Topco Ltd 0.04% New 39,208 $905K
Thrivent Financial for Lutherans 0.00% Add +1.0% 38,617 $892K
Quantbot Technologies LP 0.02% New 38,029 $878K
CSS LLC 0.16% New 37,952 $876K
Prelude Capital Management, LLC 0.09% New 37,796 $873K
Intech Investment Management LLC 0.01% No change 37,092 $856K
Koss-Olinger Consulting, LLC 0.07% No change 34,428 $795K
MetLife Investment Management, LLC 0.00% No change 34,427 $795K
Two Sigma Investments, LP 0.00% Reduce -6.9% 33,458 $773K
Boston Partners 0.00% New 33,309 $769K
Cwm, LLC 0.00% Add +3.4% 31,986 $739K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.2% 31,845 $735K
State of Alaska, Department of Revenue 0.01% Add +8.4% 31,269 $721K
Kennedy Capital Management LLC 0.02% Reduce -65.5% 31,033 $717K
Groupe la Francaise 0.01% New 30,000 $693K
Natixis Advisors, LLC 0.00% Reduce -11.1% 28,914 $668K
T. Rowe Price Associates Inc. 0.00% Add +16.3% 28,678 $663K
Manufacturers Life Insurance Company, The 0.00% Add +9.2% 28,689 $662K
Illinois Municipal Retirement Fund 0.01% Reduce -0.4% 27,112 $626K
Guidance Capital, Inc. 0.18% Reduce -3.1% 27,708 $625K
Janus Henderson Group PLC 0.00% No change 26,960 $623K
ProShare Advisors LLC 0.00% Add +97.5% 26,369 $609K
HRT Financial LP 0.00% New 25,775 $595K
State of Tennessee, Department of Treasury 0.00% Add +102.2% 24,820 $573K
Louisiana State Employees Retirement System 0.01% No change 24,500 $566K
Brevan Howard Capital Management LP 0.01% New 24,181 $558K
First National Bank of Omaha 0.03% Reduce -21.9% 20,407 $471K
Credit Industriel Et Commercial 0.10% New 20,000 $462K
Yousif Capital Management, LLC 0.00% Reduce -0.2% 19,419 $448K
Commonwealth Equity Services, LLC 0.00% New 19,345 $447K
Cynosure Group, LLC 0.05% Reduce -7.3% 17,960 $415K
PenderFund Capital Management Ltd. 0.23% New 17,900 $413K
New York State Common Retirement Fund 0.00% No change 17,668 $408K
Arizona State Retirement System 0.00% Add +2.1% 17,111 $395K
Sei Investments Co. 0.00% Reduce -95.2% 17,092 $395K
Inspire Investing, LLC 0.04% Reduce -4.9% 16,898 $390K
Private Advisor Group, LLC 0.00% New 16,632 $384K
Voya Investment Management LLC 0.00% Reduce -98.2% 16,307 $377K
Polymer Capital Management (US) LLC 0.06% New 16,254 $375K
Toronto Dominion Bank 0.00% New 15,601 $360K
Teachers Retirement System of the State of Kentucky 0.00% No change 15,296 $353K
Maryland State Retirement & Pension System 0.01% No change 15,199 $351K
Amalgamated Bank 0.00% No change 15,025 $347K
Handelsbanken Fonder AB 0.00% No change 14,400 $332K
Pitcairn Co. 0.02% Reduce -28.3% 13,862 $320K
Police & Firemen's Retirement System of New Jersey 0.00% Add +11.8% 13,004 $300K
KLP Kapitalforvaltning As 0.00% No change 12,800 $296K
New York State Teachers Retirement System 0.00% Reduce -0.8% 12,760 $295K
Graham Capital Management, L.P. 0.01% Add +11.4% 12,731 $294K
EP Wealth Advisors, LLC 0.00% Reduce -2.6% 12,447 $287K
Franklin Resources Inc. 0.00% Add +2.5% 12,286 $284K
Mgo One Seven LLC 0.01% Add +10.2% 12,186 $281K
Stifel Financial Corp. 0.00% Reduce -48.1% 12,133 $280K
Oregon Public Employees Retirement Fund 0.00% Add +0.8% 12,000 $277K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -36.2% 11,867 $274K
Janney Montgomery Scott LLC 0.00% Reduce -26.4% 11,003 $254K
Wealth Enhancement Advisory Services, LLC 0.00% New 10,646 $247K
Net Worth Advisory Group 0.05% New 10,575 $244K
Pathstone Holdings, LLC 0.00% New 10,498 $242K
Lido Advisors, LLC 0.00% New 10,314 $238K
US Bancorp \de 0.00% Reduce -29.4% 10,059 $232K
Victory Capital Management Inc. 0.00% Reduce -0.5% 10,056 $232K
Chicago Capital Management, LLC 0.58% New 10,000 $231K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -50.0% 10,000 $231K
D. E. Shaw & Co. 0.00% New 9,966 $230K
Avantax Advisory Services, Inc. 0.00% Reduce -36.2% 9,949 $230K
HSBC Holdings PLC 0.00% Reduce -53.3% 9,920 $229K
Heritage Family Offices, LLP 0.11% No change 11,090 $213K
FMR LLC 0.00% Reduce -65.0% 9,067 $209K
Bank of Montreal 0.00% Reduce -10.6% 9,032 $209K
Simplex Trading, LLC 0.01% Reduce -85.6% 8,703 $200K
Tower Research Capital LLC (TRC) 0.01% Add +434.1% 8,327 $192K
Orion Capital Management LLC 0.06% Reduce -9.0% 7,100 $164K
Cetera Trust Company, N.A 0.10% Add +24.2% 7,090 $164K
BNP Paribas Financial Markets 0.00% Add +19.2% 6,332 $146K
Financial Avengers, Inc. 0.06% Reduce -40.0% 6,000 $139K
Ameritas Investment Partners, Inc. 0.00% No change 5,760 $133K
Essex Investment Management Co. LLC 0.02% No change 5,600 $129K
Osaic Holdings, Inc. 0.00% Add +390.8% 6,057 $123K
Vermillion & White Wealth Management Group, LLC 0.08% Add +66.7% 5,000 $115K
PNC Financial Services Group, Inc. 0.00% Reduce -21.6% 4,533 $105K
CIBC Private Wealth Group LLC 0.00% Reduce -55.4% 4,433 $102K
Natixis 0.00% Reduce -8.8% 3,987 $92K
Raymond James Financial Inc. 0.00% Reduce -91.1% 3,712 $86K
Arax Advisory Partners 0.00% Reduce -1.8% 3,584 $83K
Clearstead Advisors, LLC 0.00% No change 2,800 $65K
KBC Group NV 0.00% Reduce -37.6% 2,635 $61K
Blue Trust, Inc. 0.00% Reduce -6.0% 2,481 $57K
GAMMA Investing LLC 0.00% Reduce -32.1% 2,039 $47K
First Horizon Advisors, Inc. 0.00% Reduce -21.0% 1,819 $42K
Sterling Capital Management LLC 0.00% Add +92.3% 1,569 $36K
Brooklyn Investment Group 0.00% Add +857.7% 1,245 $29K
Rise Advisors, LLC 0.01% No change 802 $19K
Caitong International Asset Management Co., Ltd 0.01% Add +38300.0% 768 $18K
Signaturefd, LLC 0.00% Reduce -80.0% 680 $16K
Nisa Investment Advisors, LLC 0.00% Reduce -31.1% 635 $15K
UMB Bank, n.a. 0.00% Reduce -35.5% 630 $15K
Principal Securities, Inc. 0.00% Reduce -18.8% 545 $13K
Farther Finance Advisors, LLC 0.00% Add +1986.4% 459 $11K
Northwestern Mutual Wealth Management Co. 0.00% No change 446 $10K
Peterson Wealth Services 0.00% No change 400 $9K
Danske Bank A/S 0.00% No change 400 $9K
Fifth Third Bancorp 0.00% Add +89.6% 383 $9K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 333 $8K
EverSource Wealth Advisors, LLC 0.00% Reduce -19.7% 282 $7K
Private Trust Co. NA 0.00% Reduce -15.9% 274 $6K
Ancora Advisors LLC 0.00% New 271 $6K
Main Street Group, LTD 0.00% No change 264 $6K
Parallel Advisors, LLC 0.00% Reduce -60.6% 253 $6K
Steward Partners Investment Advisory, LLC 0.00% No change 144 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -20.0% 140 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -64.4% 135 $3K
Hantz Financial Services, Inc. 0.00% New 135 $3K
IFP Advisors, Inc 0.00% Add +0.0% 109 $3K
Global Retirement Partners, LLC 0.00% — 118 $3K
Rothschild Investment LLC 0.00% Reduce -4.2% 115 $3K
Bessemer Group Inc. 0.00% New 85 $2K
Allworth Financial LP 0.00% Reduce -14.8% 75 $2K
Versant Capital Management, Inc 0.00% Reduce -91.3% 61 $1K
Jones Financial Companies LLLP 0.00% Add +38.6% 61 $1K
Parkside Financial Bank & Trust 0.00% Reduce -28.6% 60 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 60 $1K
MAI Capital Management 0.00% New 57 $1K
Essential Partners LLC 0.00% — 55 $1K
Clearstead Trust, LLC 0.00% New 42 $970
Farmers & Merchants Investments Inc. 0.00% No change 36 $831
Bare Financial Services, Inc 0.00% New 31 $716
SBI Securities Co., Ltd. 0.00% No change 20 $462
Huntington National Bank 0.00% Reduce -91.2% 13 $300
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 12 $278
True Wealth Design, LLC 0.00% Reduce -57.7% 11 $254
Abound Wealth Management 0.00% No change 10 $231
Avion Wealth 0.00% New 28 $0
Tsfg, LLC 0.00% No change 16 $0
Covestor Ltd 0.00% Reduce -91.7% 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.