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 5.17% 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 | 62.82% | 10.55% | 26.63% |
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 |
| Swedbank ab | 275.00K | 1.80% | $25.57M |
| Emerald advisers | 271.95K | 1.78% | $25.28M |
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 |
| Ashford capital management | 139.21K | 1.75% | $12.94M |
| Summit creek advisors | 125.42K | 1.60% | $11.66M |
| Tributary capital management | 191.57K | 1.48% | $17.81M |
| Taylor frigon capital management | 32.54K | 1.44% | $3.02M |
| Emerald mutual fund advisers trust | 229.47K | 1.12% | $21.33M |
| Emerald advisers | 271.95K | 1.06% | $25.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Swedbank ab | 275.00K | 0.03% | 75.00K |
| American century companies | 456.72K | 0.03% | 65.19K |
| Squarepoint ops | 60.15K | 0.01% | 56.75K |
| Voya investment management | 198.40K | 0.02% | 47.79K |
| Blackrock | 2.21M | 0.00% | 40.87K |
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 |
|---|---|---|---|---|
| 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 |
| Allianz asset management gmbh | 9.30K | 0.00% | 9.30K | $864.62K |
| Corebridge financial | 8.23K | 0.00% | 8.23K | $764.77K |
Sold Out
| Holder | Change |
|---|---|
| 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
| 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 | 3.36M | 5.17% | 1.75K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.79% | -1.66K |
| iShares Russell 2000 ETF | 1.58M | 2.43% | -3.30K |
| Vanguard Institutional Extnd Mkt Idx Tr | 797.13K | 1.22% | -2.17K |
| T. Rowe Price US Small-Cap Core Equity | 188.83K | 1.16% | -8.69K |
| iShares US Infrastructure ETF | 727.40K | 1.12% | 4.39K |
| Tributary Small Cap Equity | 655.54K | 1.01% | 70.08K |
| Fidelity Small Cap Index | 149.61K | 0.92% | 7.75K |
| iShares S&P Small-Cap 600 Value ETF | 532.25K | 0.82% | -2.10K |
| Buffalo Small Cap Growth | 125.83K | 0.77% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 14, 2024 | Heraud Benjamin | Co-CEO | Sell | $282.18 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 5 |
NVEE Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools