NV5 Global Ownership | Who Owns NV5 Global?


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NV5 Global Ownership Summary


NV5 Global is owned by 79.49% institutional investors, 12.43% insiders, and 8.08% retail investors. Blackrock is the largest institutional shareholder, holding 14.51% of NVEE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.10% of its assets in NV5 Global shares.

NVEE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNV5 Global79.49%12.43%8.08%
SectorIndustrials Stocks 60.70%10.27%29.03%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.21M14.51%$205.92M
Cercano management1.27M8.33%$118.18M
Vanguard group949.22K6.22%$88.25M
Dimensional fund advisors lp582.93K3.82%$54.20M
State street530.43K3.47%$49.31M
American century companies456.72K2.99%$42.46M
Geneva capital management426.96K2.80%$39.69M
Geode capital management322.01K2.11%$29.94M
Swedbank ab275.00K1.80%$25.57M
Emerald advisers271.95K1.78%$25.28M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Nine ten capital management140.96K5.04%$13.11M
Cruiser capital advisors27.45K3.54%$2.55M
Cercano management1.27M3.15%$118.18M
Neumeier poma investment counsel216.64K1.84%$20.14M
Ashford capital management139.21K1.75%$12.94M
Summit creek advisors125.42K1.60%$11.66M
Tributary capital management191.57K1.48%$17.81M
Taylor frigon capital management32.54K1.44%$3.02M
Emerald mutual fund advisers trust229.47K1.12%$21.33M
Emerald advisers271.95K1.06%$25.28M

Top Buyers

HolderShares% AssetsChange
Swedbank ab275.00K0.03%75.00K
American century companies456.72K0.03%65.19K
Squarepoint ops60.15K0.01%56.75K
Voya investment management198.40K0.02%47.79K
Blackrock2.21M0.00%40.87K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management---415.69K
Morgan stanley117.29K0.00%-398.71K
Fmr840.00--187.65K
Fred alger management---35.19K
Verition fund management---31.41K

New Positions

HolderShares% AssetsChangeValue
Trexquant investment lp23.38K0.03%23.38K$2.17M
Norges bank13.50K0.00%13.50K$1.26M
Marshall wace, llp13.26K0.00%13.26K$1.23M
Allianz asset management gmbh9.30K0.00%9.30K$864.62K
Corebridge financial8.23K0.00%8.23K$764.77K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-3.00
Anfield capital management-3.00
Abound wealth management-3.00
Farther finance advisors-5.00
Parkside financial bank & trust-6.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242131.91%12,135,8910.33%791.24%10411.83%61-14.08%
Mar 31, 20242095.03%12,096,2840.74%801.29%93-1.06%71-
Dec 31, 20231992.58%12,007,3414.45%781.35%9410.59%71-2.74%
Sep 30, 2023194-3.48%11,495,7450.78%761.30%85-15.84%731.39%
Jun 30, 2023201-5.19%11,406,8271.48%761.34%101-4.72%72-1.37%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.32M5.10%3.49K
Vanguard Total Stock Mkt Idx Inv1.82M2.79%-1.66K
iShares Russell 2000 ETF1.43M2.20%-3.22K
T. Rowe Price US Small-Cap Core Equity188.83K1.16%-8.69K
iShares US Infrastructure ETF708.74K1.09%5.11K
Tributary Small Cap Equity655.54K1.01%70.08K
Fidelity Small Cap Index149.61K0.92%7.75K
iShares S&P Small-Cap 600 Value ETF534.44K0.82%518.00
Buffalo Small Cap Growth125.83K0.77%-
Kornitzer Small Cap Equity125.83K0.77%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 26, 2024Francois Tardan-Sell$159.99K
Jun 12, 2024O'Brien MaryJo Ex VP, Chief Admin & SecretarySell$106.19K
May 14, 2024O'Brien MaryJo Ex VP, Chief Admin & SecretarySell$1.79K
May 28, 2024Heraud Benjamin Co-CEOSell$113.07K
May 14, 2024Heraud Benjamin Co-CEOSell$282.18

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3-1
2024 Q2-8
2024 Q1-2
2023 Q4-5

NVEE Ownership FAQ


Who owns the most shares of NV5 Global?

NV5 Global’s largest shareholders are Blackrock (2.21M shares, 14.51%), Cercano management (1.27M shares, 8.33%), and Vanguard group (949.22K shares, 6.22%). Together, they hold 29.05% of NV5 Global’s total shares outstanding.

Does Blackrock own NV5 Global?

Yes, BlackRock owns 14.51% of NV5 Global, totaling 2.21M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 205.92M$. In the last quarter, BlackRock increased its holdings by 40.87K shares, a 1.88% change.

Who is NV5 Global’s biggest shareholder by percentage of total assets invested?

Nine ten capital management is NV5 Global’s biggest shareholder by percentage of total assets invested, with 5.04% of its assets in 140.96K NV5 Global shares, valued at 13.1M$.

Who is the top mutual fund holder of NV5 Global shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of NV5 Global shares, with 5.10% of its total shares outstanding invested in 3.32M NV5 Global shares.

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