NV5 Global Ownership | Who Owns NV5 Global?
NV5 Global Ownership Summary
NV5 Global is owned by 19.71% institutional investors, 44.58% insiders, and 35.71% 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 5.28% of its assets in NV5 Global shares.
NVEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NV5 Global | 19.71% | 44.58% | 35.71% |
| Sector | Industrials Stocks | 64.16% | 10.53% | 25.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.21M | 14.51% | $205.92M |
| Cercano management | 1.27M | 8.33% | $118.18M |
| Vanguard group | 949.22K | 6.22% | $88.25M |
| Dimensional fund advisors lp | 582.93K | 3.82% | $54.20M |
| State street | 530.43K | 3.47% | $49.31M |
| American century companies | 456.72K | 2.99% | $42.46M |
| Geneva capital management | 426.96K | 2.80% | $39.69M |
| Geode capital management | 322.01K | 2.11% | $29.94M |
| Emerald advisers | 271.95K | 1.78% | $25.28M |
| Emerald mutual fund advisers trust | 229.47K | 1.50% | $21.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nine ten capital management | 140.96K | 5.04% | $13.11M |
| Cruiser capital advisors | 27.45K | 3.54% | $2.55M |
| Cercano management | 1.27M | 3.15% | $118.18M |
| Neumeier poma investment counsel | 216.64K | 1.84% | $20.14M |
| Bernzott capital advisors | 197.51K | 1.84% | $3.72M |
| Ashford capital management | 139.21K | 1.75% | $12.94M |
| Summit creek advisors | 125.42K | 1.60% | $11.66M |
| Taylor frigon capital management | 32.54K | 1.44% | $3.02M |
| Tributary capital management | 945.71K | 1.38% | $17.82M |
| Emerald mutual fund advisers trust | 229.47K | 1.12% | $21.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Swedbank ab | 1.63M | 0.04% | 1.28M |
| Tributary capital management | 945.71K | 1.38% | 755.47K |
| Bernzott capital advisors | 197.51K | 1.84% | 197.51K |
| Woodstock | 117.10K | 0.21% | 87.21K |
| Nordea investment management ab | 97.55K | 0.00% | 73.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -415.69K |
| Morgan stanley | 117.29K | 0.00% | -398.71K |
| Fmr | 840.00 | - | -187.65K |
| Fred alger management | - | - | -35.19K |
| Verition fund management | - | - | -31.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bernzott capital advisors | 197.51K | 1.84% | 197.51K | $3.72M |
| Trexquant investment lp | 23.38K | 0.03% | 23.38K | $2.17M |
| Norges bank | 13.50K | 0.00% | 13.50K | $1.26M |
| Marshall wace, llp | 13.26K | 0.00% | 13.26K | $1.23M |
| Heritage family offices, llp | 10.38K | 0.10% | 10.38K | $195.63K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Sjs investment consulting | -2.00 |
| Anfield capital management | -3.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Abound wealth management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 212 | -0.93% | 12,217,235 | 0.67% | 19 | 5.14% | 103 | -1.90% | 73 | 19.67% |
| Jun 30, 2024 | 213 | 1.91% | 12,135,891 | 0.33% | 79 | 1.24% | 104 | 11.83% | 61 | -14.08% |
| Mar 31, 2024 | 209 | 5.03% | 12,096,284 | 0.74% | 80 | 1.29% | 93 | -1.06% | 71 | - |
| Dec 31, 2023 | 199 | 2.58% | 12,007,341 | 4.45% | 78 | 1.35% | 94 | 10.59% | 71 | -2.74% |
| Sep 30, 2023 | 194 | -3.48% | 11,495,745 | 0.78% | 76 | 1.30% | 85 | -15.84% | 73 | 1.39% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.44M | 5.28% | 1.76K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.79% | - |
| American Century Small Cap Value Inv | 1.70M | 2.60% | 75.00K |
| American Century U.S. Small Cap Value | 1.70M | 2.60% | 75.00K |
| iShares Russell 2000 ETF | 1.49M | 2.29% | -5.72K |
| Swedbank Robur Small Cap USA A | 1.43M | 2.19% | 25.00K |
| iShares US Infrastructure ETF | 906.63K | 1.39% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 779.66K | 1.20% | -21.67K |
| T. Rowe Price US Small-Cap Core Equity | 188.83K | 1.16% | -8.69K |
| Tributary Small Cap Equity | 732.39K | 1.13% | -17.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | Tong Richard | Exec VP and General Counsel | Sell | $401.67K |
| Aug 26, 2024 | Francois Tardan | - | Sell | $159.99K |
| Jun 12, 2024 | O'Brien MaryJo | Ex VP, Chief Admin & Secretary | Sell | $106.19K |
| May 14, 2024 | O'Brien MaryJo | Ex VP, Chief Admin & Secretary | Sell | $1.79K |
| May 28, 2024 | Heraud Benjamin | Co-CEO | Sell | $113.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 5 |
NVEE Ownership FAQ
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