NV5 Global Ownership | Who Owns NV5 Global?
NV5 Global Ownership Summary
NV5 Global is owned by 18.57% institutional investors, 44.55% insiders, and 36.89% 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 4.93% of its assets in NV5 Global shares.
NVEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NV5 Global | 18.57% | 44.55% | 36.89% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.21M | 14.51% | $205.92M |
| Blackrock funding, inc. /de | 9.45M | 3.81% | $178.06M |
| State street | 530.43K | 3.47% | $49.31M |
| Cercano management | 3.93M | 1.58% | $73.96M |
| Vanguard group | 3.76M | 1.52% | $70.88M |
| Dimensional fund advisors lp | 2.51M | 1.01% | $47.37M |
| Northern trust | 153.23K | 1.00% | $14.25M |
| Ashford capital management | 139.21K | 0.91% | $12.94M |
| American century companies | 2.15M | 0.87% | $40.46M |
| Summit creek advisors | 125.42K | 0.82% | $11.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nine ten capital management | 709.85K | 3.82% | $13.37M |
| Redwood grove capital | 539.11K | 3.15% | $10.16M |
| Cercano management | 3.93M | 1.88% | $73.96M |
| 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 |
| Cruiser capital advisors | 134.81K | 1.40% | $2.54M |
| Tributary capital management | 945.71K | 1.38% | $17.82M |
| Taylor frigon capital management | 137.30K | 1.31% | $2.59M |
| Neumeier poma investment counsel | 612.25K | 1.12% | $11.53M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.45M | 0.00% | 7.18M |
| Vanguard group | 3.76M | 0.00% | 2.79M |
| Cercano management | 3.93M | 1.88% | 2.65M |
| Dimensional fund advisors lp | 2.51M | 0.01% | 1.90M |
| American century companies | 2.15M | 0.02% | 1.64M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -415.69K |
| Morgan stanley | 117.29K | 0.00% | -398.71K |
| Renaissance | - | - | -41.09K |
| Polen capital management | - | - | -40.81K |
| Fred alger management | - | - | -35.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First eagle investment management | 276.70K | 0.01% | 276.70K | $5.21M |
| Bernzott capital advisors | 197.51K | 1.84% | 197.51K | $3.72M |
| Voloridge investment management | 178.54K | 0.01% | 178.54K | $3.36M |
| Dynamic technology lab private | 48.20K | 0.15% | 48.20K | $908.00K |
| Xtx topco | 27.07K | 0.04% | 27.07K | $509.98K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Global financial private client | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Sjs investment consulting | -2.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 202 | -4.72% | 46,035,271 | 276.52% | 18 | 4.77% | 194 | 88.35% | 4 | -94.52% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.22M | 4.93% | 2.23K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.78% | - |
| American Century U.S. Small Cap Value | 1.70M | 2.60% | 75.00K |
| American Century Small Cap Value Inv | 1.70M | 2.60% | 75.00K |
| Swedbank Robur Small Cap USA A | 1.50M | 2.30% | -245.10K |
| iShares Russell 2000 ETF | 1.46M | 2.25% | -12.71K |
| Vanguard Institutional Extnd Mkt Idx Tr | 781.20K | 1.20% | 1.31K |
| T. Rowe Price US Small-Cap Core Equity | 188.83K | 1.16% | -8.69K |
| Tributary Small Cap Equity | 706.64K | 1.08% | -77.00 |
| iShares US Infrastructure ETF | 690.17K | 1.06% | - |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 2 |
NVEE Ownership FAQ
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