NV5 Global Ownership 2024 | Who Owns NV5 Global Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

79.47%

Insider Ownership

12.43%

Retail Ownership

8.10%

Institutional Holders

212.00

NV5 Global Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.51%0.00%2,214,86240,8691.88%205,915,720Jun 30, 2024
CERCANO MANAGEMENT LLC8.33%3.15%1,271,19431,3622.53%118,182,906Jun 30, 2024
VANGUARD GROUP INC6.22%0.00%949,217-9,292-0.97%88,248,704Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.82%0.01%582,92739,3507.24%54,195,097Jun 30, 2024
STATE STREET CORP3.47%0.00%530,4282,8520.54%49,313,891,000Jun 30, 2024
AMERICAN CENTURY COMPANIES INC2.99%0.03%456,72265,18616.65%42,461,444Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC2.80%0.72%426,964-10,081-2.31%39,694,873Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.72%0.02%415,695-16,106-3.73%38,648,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.11%0.00%322,00719,9736.61%29,942,704Jun 30, 2024
SWEDBANK AB1.80%0.03%275,00075,00037.50%25,566,750Jun 30, 2024
EMERALD ADVISERS, LLC1.78%1.06%271,946-11,935-4.20%25,282,820Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST1.50%1.12%229,468--21,333,640Jun 30, 2024
NEUMEIER POMA INVESTMENT COUNSEL LLC1.42%1.84%216,641-5,605-2.52%20,141,114Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC1.30%0.02%198,40347,79231.73%18,445,526Jun 30, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC1.25%1.48%191,56618,62510.77%17,809,891Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.01%0.00%154,93610,3017.12%14,404,400Jun 30, 2024
NORTHERN TRUST CORP1.00%0.00%153,234-4,785-3.03%14,246,164,000Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.93%0.28%142,485-2,035-1.41%13,246,830Jun 30, 2024
NINE TEN CAPITAL MANAGEMENT LLC0.92%5.04%140,963-31,053-18.05%13,105,000Jun 30, 2024
KORNITZER CAPITAL MANAGEMENT INC /KS0.92%0.25%139,870--13,003,714Jun 30, 2024

NV5 Global's largest institutional shareholder is BLACKROCK INC., holding 14.51% of the company's total share outstanding, currently valued at $205.92M. The top 10 institutional shareholders own together 48.76% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NINE TEN CAPITAL MANAGEMENT LLC0.92%5.04%140,963-31,053-18.05%13,105,000Jun 30, 2024
CRUISER CAPITAL ADVISORS, LLC0.18%3.54%27,452--2,552,212Jun 30, 2024
CERCANO MANAGEMENT LLC8.33%3.15%1,271,19431,3622.53%118,182,906Jun 30, 2024
NEUMEIER POMA INVESTMENT COUNSEL LLC1.42%1.84%216,641-5,605-2.52%20,141,114Jun 30, 2024
ASHFORD CAPITAL MANAGEMENT INC0.91%1.75%139,2101,8501.35%12,942,354Jun 30, 2024
SUMMIT CREEK ADVISORS LLC0.82%1.60%125,415-8,810-6.56%11,659,833Jun 30, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC1.25%1.48%191,56618,62510.77%17,809,891Jun 30, 2024
TAYLOR FRIGON CAPITAL MANAGEMENT LLC0.21%1.44%32,536650.20%3,024,872Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST1.50%1.12%229,468--21,333,640Jun 30, 2024
EMERALD ADVISERS, LLC1.78%1.06%271,946-11,935-4.20%25,282,820Jun 30, 2024
GRANDEUR PEAK GLOBAL ADVISORS, LLC0.90%1.02%137,623-10,642-7.18%12,794,810Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC2.80%0.72%426,964-10,081-2.31%39,694,873Jun 30, 2024
FORMULA GROWTH LTD0.10%0.52%15,500--1,441,035Jun 30, 2024
NEW SOUTH CAPITAL MANAGEMENT INC0.78%0.49%118,710-3,326-2.73%11,036,469Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.93%0.28%142,485-2,035-1.41%13,246,830Jun 30, 2024
WOODSTOCK CORP0.20%0.28%29,892--2,779,059Jun 30, 2024
CONNORS INVESTOR SERVICES INC0.19%0.28%29,150-1,208-3.98%2,710,076Jun 30, 2024
KORNITZER CAPITAL MANAGEMENT INC /KS0.92%0.25%139,870--13,003,714Jun 30, 2024
OAK RIDGE INVESTMENTS LLC0.17%0.22%25,344-3,078-10.83%2,356,232Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.22%1,5951,375625.00%148,287Jun 30, 2024

The largest NV5 Global shareholder by % of total assets is NINE TEN CAPITAL MANAGEMENT LLC. The company owns 140.96K shares of NV5 Global (NVEE), representing 5.04% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SWEDBANK AB1.80%0.03%275,00075,00037.50%25,566,750Jun 30, 2024
AMERICAN CENTURY COMPANIES INC2.99%0.03%456,72265,18616.65%42,461,444Jun 30, 2024
SQUAREPOINT OPS LLC0.39%0.01%60,14956,7531671.17%5,592,053Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC1.30%0.02%198,40347,79231.73%18,445,526Jun 30, 2024
BLACKROCK INC.14.51%0.00%2,214,86240,8691.88%205,915,720Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.82%0.01%582,92739,3507.24%54,195,097Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.29%0.00%44,42536,520461.99%4,130,192Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.28%0.01%42,96834,048381.70%3,994,735Jun 30, 2024
JPMORGAN CHASE & CO0.40%0.00%60,46134,024128.70%5,621,059Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.21%0.02%31,41131,411100.00%2,920,281Jun 30, 2024
CERCANO MANAGEMENT LLC8.33%3.15%1,271,19431,3622.53%118,182,906Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.19%0.02%28,26828,268100.00%2,628,000Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.30%0.01%45,19727,571156.42%4,201,965Jun 30, 2024
TREXQUANT INVESTMENT LP0.15%0.03%23,37823,378100.00%2,173,453Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.24%0.00%35,90120,667135.66%3,337,716Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.11%0.00%322,00719,9736.61%29,942,704Jun 30, 2024
TRIBUTARY CAPITAL MANAGEMENT, LLC1.25%1.48%191,56618,62510.77%17,809,891Jun 30, 2024
GOLDMAN SACHS GROUP INC0.31%0.00%47,01117,08057.06%4,370,612Jun 30, 2024
NORGES BANK0.09%0.00%13,50013,500100.00%1,255,095Jun 30, 2024
MARSHALL WACE, LLP0.09%0.00%13,25813,258100.00%1,232,596Jun 30, 2024

As of Jun 30 2024, NV5 Global's largest institutional buyer is SWEDBANK AB. The company purchased 75.00K stocks of NVEE, valued at $25.57M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MORGAN STANLEY0.77%0.00%117,286-398,708-77.27%10,904,095Jun 30, 2024
FMR LLC0.01%-840-187,654-99.55%78,098Jun 30, 2024
FRED ALGER MANAGEMENT, LLC----35,192-100.00%-Jun 30, 2024
NINE TEN CAPITAL MANAGEMENT LLC0.92%5.04%140,963-31,053-18.05%13,105,000Jun 30, 2024
BANK OF MONTREAL /CAN/----16,345-100.00%-Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.72%0.02%415,695-16,106-3.73%38,648,000Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----12,246-100.00%-Jun 30, 2024
EMERALD ADVISERS, LLC1.78%1.06%271,946-11,935-4.20%25,282,820Jun 30, 2024
GRANDEUR PEAK GLOBAL ADVISORS, LLC0.90%1.02%137,623-10,642-7.18%12,794,810Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP0.07%0.01%10,877-10,513-49.15%1,011,235Jun 30, 2024
GENEVA CAPITAL MANAGEMENT LLC2.80%0.72%426,964-10,081-2.31%39,694,873Jun 30, 2024
VANGUARD GROUP INC6.22%0.00%949,217-9,292-0.97%88,248,704Jun 30, 2024
SUMMIT CREEK ADVISORS LLC0.82%1.60%125,415-8,810-6.56%11,659,833Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----8,412-100.00%-Jun 30, 2024
BANK OF AMERICA CORP /DE/0.11%0.00%17,131-8,362-32.80%1,592,670Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----7,446-100.00%-Jun 30, 2024
BARCLAYS PLC0.03%0.00%5,283-7,334-58.13%492,000Jun 30, 2024
NUMERAI GP LLC----6,684-100.00%-Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.04%0.00%5,639-6,412-53.21%524,258Jun 30, 2024
NEUMEIER POMA INVESTMENT COUNSEL LLC1.42%1.84%216,641-5,605-2.52%20,141,114Jun 30, 2024

As of Jun 30 2024, NV5 Global's biggest institutional seller is MORGAN STANLEY. The company sold -0.40M shares of NVEE, valued at $10.90M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VERITION FUND MANAGEMENT LLC0.21%0.02%31,41131,411100.00%2,920,281Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.19%0.02%28,26828,268100.00%2,628,000Jun 30, 2024
TREXQUANT INVESTMENT LP0.15%0.03%23,37823,378100.00%2,173,453Jun 30, 2024
NORGES BANK0.09%0.00%13,50013,500100.00%1,255,095Jun 30, 2024
MARSHALL WACE, LLP0.09%0.00%13,25813,258100.00%1,232,596Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.06%0.00%9,3009,300100.00%864,621Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%8,2268,226100.00%764,771Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.05%0.05%7,3787,378100.00%685,933Jun 30, 2024
HRT FINANCIAL LP0.05%0.00%7,3567,356100.00%683,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%7,0317,031100.00%653,672Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.04%0.00%6,1836,183100.00%574,829Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.04%0.04%5,6235,623100.00%522,770Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.04%0.04%5,4125,412100.00%503,000Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.03%0.08%4,7684,768100.00%443,281Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.03%0.00%4,0374,037100.00%375,320Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.02%0.00%3,2973,297100.00%306,553Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.02%0.01%3,0153,015100.00%280,305Jun 30, 2024
WALLEYE CAPITAL LLC0.02%0.00%2,8722,872100.00%267,010Jun 30, 2024
AMUNDI0.01%0.00%1,9091,909100.00%175,437Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%468468100.00%43,510Jun 30, 2024
POINT72 (DIFC) LTD0.00%0.00%191191100.00%17,730Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.00%0.00%3939100.00%3,626Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC0.00%0.00%1919100.00%1,767Jun 30, 2024
RONALD BLUE TRUST, INC.0.00%-1616100.00%1,568Jun 30, 2024
TOTH FINANCIAL ADVISORY CORP0.00%0.00%1313100.00%1,209Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%88100.00%744Jun 30, 2024
ROTHSCHILD INVESTMENT LLC--55100.00%465Jun 30, 2024
LARSON FINANCIAL GROUP LLC--11100.00%93Jun 30, 2024

NV5 Global's largest new institutional shareholder by number of shares is VERITION FUND MANAGEMENT LLC, purchased 31.41K shares, valued at $2.92M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FRED ALGER MANAGEMENT, LLC----35,192-100.00%-Jun 30, 2024
BANK OF MONTREAL /CAN/----16,345-100.00%-Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----12,246-100.00%-Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----8,412-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----7,446-100.00%-Jun 30, 2024
NUMERAI GP LLC----6,684-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----4,105-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----3,780-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----3,201-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC----2,778-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----2,311-100.00%-Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC----2,191-100.00%-Jun 30, 2024
EVERENCE CAPITAL MANAGEMENT INC----2,110-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----736-100.00%-Jun 30, 2024
CLEAR STREET MARKETS LLC----400-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----270-100.00%-Jun 30, 2024
PARALLEL ADVISORS, LLC----100-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----36-100.00%-Jun 30, 2024
FIRST FINANCIAL CORP /IN/----24-100.00%-Jun 30, 2024
BESSEMER GROUP INC----13-100.00%-Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST----6-100.00%-Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC----5-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----3-100.00%-Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC----3-100.00%-Jun 30, 2024

NV5 Global's largest sold out institutional shareholder by shares sold is FRED ALGER MANAGEMENT, LLC, sold -35.19K shares, valued at -, as of undefined.

NV5 Global Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
TAX MANAGED SMALL CAP PORTFOLIO0.36%19,154--Jan 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.21%198,910--Jan 31, 2024
ALLIED ASSET ADVISORS FUNDS0.16%1,859--Feb 29, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.05%197,51995,90094.37%Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST0.05%18,373-879-4.57%Mar 31, 2024
Voya EQUITY TRUST0.05%73,8444,6666.74%Feb 29, 2024
ANCORA TRUST0.05%10,02010,020-Mar 31, 2020
ROYCE CAPITAL FUND0.03%10,300--Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.03%85,500--Mar 31, 2024
CALVERT IMPACT FUND INC0.03%293,918-25,164-7.89%Mar 31, 2024
ROYCE MICRO-CAP TRUST, INC.0.02%11,400--Mar 31, 2024
WASATCH FUNDS TRUST0.02%195,827--Mar 31, 2024
BUFFALO FUNDS0.02%138,870-5,460-3.78%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.02%10,289--Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.02%83,60017,10825.73%Feb 29, 2024
LIBERTY ALL STAR GROWTH FUND INC.0.02%2,1211748.94%Dec 31, 2023
TOUCHSTONE VARIABLE SERIES TRUST0.02%13,516--Mar 31, 2024
Tributary Funds, Inc.0.02%82,86582,865-Dec 31, 2023
AMERICAN CENTURY CAPITAL PORTFOLIOS INC0.02%320,00035,00012.28%Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.01%68,200--Mar 31, 2024
ALGER FUNDS0.01%11,763-1,138-8.82%Jan 31, 2024
BNY MELLON INDEX FUNDS, INC.0.01%12,992-1,734-11.78%Jan 31, 2024
OBERWEIS FUNDS0.01%11,800--Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.01%6,251-102-1.61%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.01%52,147--Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.01%92,26345,10095.63%Mar 31, 2024
SYNTAX ETF TRUST0.01%2652811.81%Mar 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.01%14,610-1,205-7.62%Mar 31, 2024
Procure ETF Trust II0.01%447-6-1.32%Jan 31, 2024
AMG Funds I0.01%14,450--Jan 31, 2024
LKCM Funds0.01%24,215--Mar 31, 2024
FIDELITY CAPITAL TRUST0.01%62,200--Jan 31, 2024
LORD ABBETT SECURITIES TRUST0.01%25,480--Jan 31, 2024
Humankind Benefit Corp0.01%119-2-1.65%Dec 31, 2023
ROYCE FUND0.01%35,270--Mar 31, 2024
Vericimetry Funds0.01%480--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%24,440-837-3.31%Mar 31, 2024
Jacob Funds Inc.0.00%800--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%2,030-96-4.52%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%12,739710.56%Jan 31, 2024
TOUCHSTONE STRATEGIC TRUST0.00%206,527--Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%4,002-1,712-29.96%Feb 29, 2024
FINANCIAL INVESTORS TRUST0.00%127,055-1,718-1.33%Jan 31, 2024
FIDELITY COMMONWEALTH TRUST0.00%5,076621.24%Feb 29, 2024
VANGUARD INDEX FUNDS0.00%641,350-182,218-22.13%Mar 31, 2024
IndexIQ ETF Trust0.00%3,122-227-6.78%Jan 31, 2024
World Funds Trust0.00%16,308--Jan 31, 2024
CONESTOGA FUNDS0.00%1,64415510.41%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%291--Mar 31, 2024
FIDELITY SECURITIES FUND0.00%116,295-3,000-2.51%Jan 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%164,345-1,037-0.63%Jan 31, 2024
RBB Fund Trust0.00%1,156--Feb 29, 2024
AMG FUNDS III0.00%5,599--Mar 28, 2024
SCHWAB CAPITAL TRUST0.00%44,412-1,022-2.25%Jan 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%22,000-500-2.22%Jan 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%4,917--Feb 29, 2024
DRIEHAUS MUTUAL FUNDS0.00%6,739--Mar 28, 2024
Calvert Management Series0.00%7,298-874-10.70%Mar 31, 2024
FIDELITY ADVISOR SERIES I0.00%131,248-900-0.68%Feb 29, 2024
Listed Funds Trust0.00%3,025--Mar 31, 2024
PFS FUNDS0.00%7,991--Feb 29, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%8,4878,487-Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%121,0843,4932.97%Feb 29, 2024
Calvert Variable Products, Inc.0.00%1,440--Mar 31, 2024
Federated Hermes Equity Funds0.00%10,264--Jan 31, 2024
Principal Exchange-Traded Funds0.00%6,207--Mar 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%98,477-873-0.88%Mar 31, 2024
TIMOTHY PLAN0.00%2,19829715.62%Mar 31, 2024
CALAMOS INVESTMENT TRUST/IL0.00%48,026--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%1,783--Mar 31, 2024
MML SERIES INVESTMENT FUND0.00%3,71730.08%Dec 31, 2023
Virtus Strategy Trust0.00%8,062--Mar 28, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%379,57678,36626.02%Jan 31, 2024
CLEARWATER INVESTMENT TRUST0.00%3,4891,68993.83%Mar 28, 2024
Managed Portfolio Series0.00%7,921--Jan 31, 2024
SHELTON FUNDS0.00%592-150-20.22%Feb 29, 2024
Dimensional ETF Trust0.00%138,68511,4679.01%Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%9,197-692-7.00%Mar 31, 2024
STEWARD FUNDS, INC.0.00%689--Jan 31, 2024
AMERICAN PENSION INVESTORS TRUST0.00%1,400--Jan 31, 2024
BMO FUNDS, INC.0.00%8,8498,849-Nov 30, 2021
PRAXIS MUTUAL FUNDS0.00%2,110--Dec 31, 2023
SunAmerica Specialty Series0.00%90--Apr 30, 2021
PRUDENTIAL SERIES FUND0.00%12,960-550-4.07%Mar 28, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%8,910-342-3.70%Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%91,4769,16011.13%Feb 29, 2024
Catholic Responsible Investments Funds0.00%5,976-111-1.82%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%2,782401.46%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%4,654-8,253-63.94%Mar 31, 2024
Global X Funds0.00%6,3714507.60%Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%643-33-4.88%Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.00%21310495.41%Mar 31, 2024
PFM Multi-Manager Series Trust0.00%100--Dec 31, 2023
LORD ABBETT SERIES FUND INC0.00%7,825--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%9,513-3,436-26.53%Jan 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%81-10-10.99%Sep 30, 2023
RUSSELL INVESTMENT CO0.00%34,308-1,872-5.17%Jan 31, 2024
PUTNAM FUNDS TRUST0.00%22,870--Jan 31, 2024
RBC FUNDS TRUST0.00%11,761--Mar 28, 2024
THRIVENT SERIES FUND INC0.00%11,032-300-2.65%Mar 28, 2024

NV5 Global's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 19.15K shares, compromising 0.36% of its total assets.

NV5 Global Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 242121.44%
31 Mar, 242095.03%
31 Dec, 231992.58%
30 Sep, 23194-3.48%
30 Jun, 23201-5.19%
31 Mar, 23212-7.42%
31 Dec, 222299.57%
30 Sep, 222093.98%
30 Jun, 22201-
31 Mar, 222015.24%
31 Dec, 2119120.13%
30 Sep, 211591.92%
30 Jun, 21156-1.89%
31 Mar, 2115913.57%
31 Dec, 2014016.67%
30 Sep, 20120-2.44%
30 Jun, 20123-2.38%
31 Mar, 20126-6.67%
31 Dec, 19135-4.93%
30 Sep, 19142-0.70%
30 Jun, 191433.62%
31 Mar, 19138-7.38%
31 Dec, 18149-3.87%
30 Sep, 1815523.02%
30 Jun, 181269.57%
31 Mar, 18115-5.74%
31 Dec, 1712216.19%
30 Sep, 1710510.53%
30 Jun, 17951.06%
31 Mar, 17945.62%
31 Dec, 16895.95%
30 Sep, 1684-
30 Jun, 168431.25%
31 Mar, 16646.67%
31 Dec, 15609.09%
30 Sep, 1555-16.67%
30 Jun, 1566230.00%
31 Mar, 152042.86%
31 Dec, 141427.27%
30 Sep, 141137.50%
30 Jun, 14814.29%
31 Mar, 14716.67%
31 Dec, 136500.00%
30 Sep, 131-

As of 30 Jun 24, 212 institutions are holding NV5 Global's shares, representing an increase of 1.44% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2412,132,0670.30%
31 Mar, 2412,096,2840.74%
31 Dec, 2312,007,3414.45%
30 Sep, 2311,495,7450.78%
30 Jun, 2311,406,8271.48%
31 Mar, 2311,240,421-1.49%
31 Dec, 2211,410,75412.45%
30 Sep, 2210,147,2410.67%
30 Jun, 2210,079,2191.02%
31 Mar, 229,977,556-2.32%
31 Dec, 2110,214,5827.36%
30 Sep, 219,513,9091.82%
30 Jun, 219,343,5661.49%
31 Mar, 219,206,66516.93%
31 Dec, 207,873,840-1.80%
30 Sep, 208,018,286-3.09%
30 Jun, 208,273,902-0.07%
31 Mar, 208,279,8297.35%
31 Dec, 197,712,828-1.64%
30 Sep, 197,841,6720.04%
30 Jun, 197,838,8290.39%
31 Mar, 197,808,165-2.01%
31 Dec, 187,968,4403.12%
30 Sep, 187,727,07017.40%
30 Jun, 186,582,1055.89%
31 Mar, 186,216,0031.31%
31 Dec, 176,135,4920.36%
30 Sep, 176,113,2631.76%
30 Jun, 176,007,5244.52%
31 Mar, 175,747,6106.85%
31 Dec, 165,379,2715.26%
30 Sep, 165,110,3679.30%
30 Jun, 164,675,49147.94%
31 Mar, 163,160,345-0.82%
31 Dec, 153,186,4031.43%
30 Sep, 153,141,4712.97%
30 Jun, 153,050,999114.81%
31 Mar, 151,420,34123.15%
31 Dec, 141,153,2966.28%
30 Sep, 141,085,1159.86%
30 Jun, 14987,727-1.54%
31 Mar, 141,003,1440.09%
31 Dec, 131,002,263902.56%
30 Sep, 1399,970-

NV5 Global (NVEE) has 12.13M shares outstanding as of 30 Jun 24, up 0.30% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2479.47%1.24%
31 Mar, 2480.18%1.29%
31 Dec, 2378.94%1.35%
30 Sep, 2376.57%1.30%
30 Jun, 2376.64%1.34%
31 Mar, 2375.52%1.26%
31 Dec, 2277.34%1.64%
30 Sep, 2268.71%1.47%
30 Jun, 2268.40%1.48%
31 Mar, 2267.91%1.40%
31 Dec, 2169.72%1.64%
30 Sep, 2165.19%1.55%
30 Jun, 2164.80%1.27%
31 Mar, 2171.50%1.76%
31 Dec, 2063.69%1.53%
30 Sep, 2064.48%1.43%
30 Jun, 2067.22%1.47%
31 Mar, 2067.68%1.69%
31 Dec, 1963.20%1.53%
30 Sep, 1964.32%1.53%
30 Jun, 1964.75%1.52%
31 Mar, 1965.28%1.24%
31 Dec, 1872.50%1.54%
30 Sep, 1868.64%1.75%
30 Jun, 1862.71%1.72%
31 Mar, 1860.38%1.68%
31 Dec, 1759.90%1.67%
30 Sep, 1759.87%1.72%
30 Jun, 1759.06%1.82%
31 Mar, 1757.00%1.64%
31 Dec, 1658.95%2.23%
30 Sep, 1651.40%1.82%
30 Jun, 1653.17%3.18%
31 Mar, 1640.88%1.85%
31 Dec, 1547.04%2.69%
30 Sep, 1541.80%1.78%
30 Jun, 1548.41%7.32%
31 Mar, 1525.72%5.03%
31 Dec, 1422.60%5.05%
30 Sep, 1421.16%5.65%
30 Jun, 1419.35%4.86%
31 Mar, 1419.96%5.02%
31 Dec, 1319.94%287.52%
30 Sep, 132.63%-

As of 30 Jun 24, NV5 Global is held by 79.47% institutional shareholders, representing a 1.24% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2410512.90%
31 Mar, 2493-1.06%
31 Dec, 239410.59%
30 Sep, 2385-15.84%
30 Jun, 23101-4.72%
31 Mar, 231066.00%
31 Dec, 22100-0.99%
30 Sep, 221017.45%
30 Jun, 229410.59%
31 Mar, 2285-27.35%
31 Dec, 2111748.10%
30 Sep, 2179-13.19%
30 Jun, 2191-
31 Mar, 219128.17%
31 Dec, 207129.09%
30 Sep, 2055-11.29%
30 Jun, 2062-
31 Mar, 2062-7.46%
31 Dec, 196711.67%
30 Sep, 1960-25.00%
30 Jun, 198014.29%
31 Mar, 197014.75%
31 Dec, 1861-29.07%
30 Sep, 188640.98%
30 Jun, 186124.49%
31 Mar, 1849-24.62%
31 Dec, 176525.00%
30 Sep, 1752-5.45%
30 Jun, 175519.57%
31 Mar, 17466.98%
31 Dec, 1643-2.27%
30 Sep, 1644-29.03%
30 Jun, 166293.75%
31 Mar, 163210.34%
31 Dec, 1529-23.68%
30 Sep, 1538-29.63%
30 Jun, 1554260.00%
31 Mar, 151587.50%
31 Dec, 14833.33%
30 Sep, 146100.00%
30 Jun, 14350.00%
31 Mar, 142-60.00%
31 Dec, 135400.00%
30 Sep, 131-

105 institutional shareholders have increased their position in NVEE stock as of 30 Jun 24 compared to 93 in the previous quarter (a 12.90% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2460-15.49%
31 Mar, 2471-
31 Dec, 2371-2.74%
30 Sep, 23731.39%
30 Jun, 2372-1.37%
31 Mar, 2373-17.05%
31 Dec, 228831.34%
30 Sep, 2267-6.94%
30 Jun, 2272-10.00%
31 Mar, 228077.78%
31 Dec, 2145-2.17%
30 Sep, 214627.78%
30 Jun, 2136-16.28%
31 Mar, 21434.88%
31 Dec, 20415.13%
30 Sep, 203918.18%
30 Jun, 2033-2.94%
31 Mar, 2034-5.56%
31 Dec, 1936-26.53%
30 Sep, 194925.64%
30 Jun, 1939-7.14%
31 Mar, 1942-33.33%
31 Dec, 186328.57%
30 Sep, 184911.36%
30 Jun, 18447.32%
31 Mar, 184110.81%
31 Dec, 173712.12%
30 Sep, 173337.50%
30 Jun, 1724-25.00%
31 Mar, 1732-5.88%
31 Dec, 163417.24%
30 Sep, 162993.33%
30 Jun, 1615-11.76%
31 Mar, 1617-
31 Dec, 151788.89%
30 Sep, 159-
30 Jun, 159350.00%
31 Mar, 152-50.00%
31 Dec, 144-
30 Sep, 144100.00%
30 Jun, 142-50.00%
31 Mar, 144-
31 Dec, 13--
30 Sep, 13--

60 institutional shareholders have reduced their position in NVEE stock as of 30 Jun 24 compared to 71 in the previous quarter (a -15.49% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 242121.44%12,132,0670.30%79.47%1.24%10512.90%60-15.49%
31 Mar, 242095.03%12,096,2840.74%80.18%1.29%93-1.06%71-
31 Dec, 231992.58%12,007,3414.45%78.94%1.35%9410.59%71-2.74%
30 Sep, 23194-3.48%11,495,7450.78%76.57%1.30%85-15.84%731.39%
30 Jun, 23201-5.19%11,406,8271.48%76.64%1.34%101-4.72%72-1.37%
31 Mar, 23212-7.42%11,240,421-1.49%75.52%1.26%1066.00%73-17.05%
31 Dec, 222299.57%11,410,75412.45%77.34%1.64%100-0.99%8831.34%
30 Sep, 222093.98%10,147,2410.67%68.71%1.47%1017.45%67-6.94%
30 Jun, 22201-10,079,2191.02%68.40%1.48%9410.59%72-10.00%
31 Mar, 222015.24%9,977,556-2.32%67.91%1.40%85-27.35%8077.78%
31 Dec, 2119120.13%10,214,5827.36%69.72%1.64%11748.10%45-2.17%
30 Sep, 211591.92%9,513,9091.82%65.19%1.55%79-13.19%4627.78%
30 Jun, 21156-1.89%9,343,5661.49%64.80%1.27%91-36-16.28%
31 Mar, 2115913.57%9,206,66516.93%71.50%1.76%9128.17%434.88%
31 Dec, 2014016.67%7,873,840-1.80%63.69%1.53%7129.09%415.13%
30 Sep, 20120-2.44%8,018,286-3.09%64.48%1.43%55-11.29%3918.18%
30 Jun, 20123-2.38%8,273,902-0.07%67.22%1.47%62-33-2.94%
31 Mar, 20126-6.67%8,279,8297.35%67.68%1.69%62-7.46%34-5.56%
31 Dec, 19135-4.93%7,712,828-1.64%63.20%1.53%6711.67%36-26.53%
30 Sep, 19142-0.70%7,841,6720.04%64.32%1.53%60-25.00%4925.64%
30 Jun, 191433.62%7,838,8290.39%64.75%1.52%8014.29%39-7.14%
31 Mar, 19138-7.38%7,808,165-2.01%65.28%1.24%7014.75%42-33.33%
31 Dec, 18149-3.87%7,968,4403.12%72.50%1.54%61-29.07%6328.57%
30 Sep, 1815523.02%7,727,07017.40%68.64%1.75%8640.98%4911.36%
30 Jun, 181269.57%6,582,1055.89%62.71%1.72%6124.49%447.32%
31 Mar, 18115-5.74%6,216,0031.31%60.38%1.68%49-24.62%4110.81%
31 Dec, 1712216.19%6,135,4920.36%59.90%1.67%6525.00%3712.12%
30 Sep, 1710510.53%6,113,2631.76%59.87%1.72%52-5.45%3337.50%
30 Jun, 17951.06%6,007,5244.52%59.06%1.82%5519.57%24-25.00%
31 Mar, 17945.62%5,747,6106.85%57.00%1.64%466.98%32-5.88%
31 Dec, 16895.95%5,379,2715.26%58.95%2.23%43-2.27%3417.24%
30 Sep, 1684-5,110,3679.30%51.40%1.82%44-29.03%2993.33%
30 Jun, 168431.25%4,675,49147.94%53.17%3.18%6293.75%15-11.76%
31 Mar, 16646.67%3,160,345-0.82%40.88%1.85%3210.34%17-
31 Dec, 15609.09%3,186,4031.43%47.04%2.69%29-23.68%1788.89%
30 Sep, 1555-16.67%3,141,4712.97%41.80%1.78%38-29.63%9-
30 Jun, 1566230.00%3,050,999114.81%48.41%7.32%54260.00%9350.00%
31 Mar, 152042.86%1,420,34123.15%25.72%5.03%1587.50%2-50.00%
31 Dec, 141427.27%1,153,2966.28%22.60%5.05%833.33%4-
30 Sep, 141137.50%1,085,1159.86%21.16%5.65%6100.00%4100.00%
30 Jun, 14814.29%987,727-1.54%19.35%4.86%350.00%2-50.00%
31 Mar, 14716.67%1,003,1440.09%19.96%5.02%2-60.00%4-
31 Dec, 136500.00%1,002,263902.56%19.94%287.52%5400.00%--
30 Sep, 131-99,970-2.63%-1---

NV5 Global Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 13, 2024O'Brien MaryJoofficer Ex VP, Chief Admin & SecretaryS-SaleSell19$94.06$1.79K65,686
Jun 13, 2024O'Brien MaryJoofficer Ex VP, Chief Admin & SecretaryS-SaleSell1,129$94.06$106.19K64,557
Jun 13, 2024Heraud Benjaminofficer Co-CEOS-SaleSell3$94.06$282.1819,677
Jun 13, 2024Heraud Benjaminofficer Co-CEOS-SaleSell1,222$92.53$113.07K18,455
Jun 13, 2024Codispoti Edward Hofficer CFOS-SaleSell760$91.46$69.51K16,929
Jun 13, 2024Tong Richardofficer Exec VP and General CounselS-SaleSell3,119$94.00$293.19K16,288
May 15, 2024Pruitt William Ddirector-S-SaleSell1,917$95.01$182.13K13,583

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 13, 2024O'Brien MaryJoofficer Ex VP, Chief Admin & SecretaryS-SaleSell19$94.06$1.79K65,686
Jun 13, 2024O'Brien MaryJoofficer Ex VP, Chief Admin & SecretaryS-SaleSell1,129$94.06$106.19K64,557
Jun 13, 2024Heraud Benjaminofficer Co-CEOS-SaleSell3$94.06$282.1819,677
Jun 13, 2024Heraud Benjaminofficer Co-CEOS-SaleSell1,222$92.53$113.07K18,455
Jun 13, 2024Codispoti Edward Hofficer CFOS-SaleSell760$91.46$69.51K16,929
Jun 13, 2024Tong Richardofficer Exec VP and General CounselS-SaleSell3,119$94.00$293.19K16,288
May 15, 2024Pruitt William Ddirector-S-SaleSell1,917$95.01$182.13K13,583

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024WRIGHT DICKERSONdirector, 10 percent owner, officer Executive ChairmanJ-OtherBuy204,840--204,840
Aug 08, 2024WRIGHT DICKERSONdirector, 10 percent owner, officer Executive ChairmanJ-OtherBuy160,798--160,798
Aug 08, 2024WRIGHT DICKERSONdirector, 10 percent owner, officer Executive ChairmanJ-OtherBuy148,334--148,334
Aug 08, 2024WRIGHT DICKERSONdirector, 10 percent owner, officer Executive ChairmanJ-OtherBuy104,292--104,292
Jul 03, 2024WRIGHT DICKERSONdirector, 10 percent owner, officer Executive ChairmanA-AwardBuy108--505,908
Jul 03, 2024Tong Richarddirector, officer Exec VP and General CounselA-AwardBuy108--16,396
Jul 03, 2024Heraud Benjaminofficer Co-CEOA-AwardBuy108--18,563
Jul 03, 2024O'Brien MaryJodirector, officer Ex VP, Chief Admin & SecretaryA-AwardBuy108--64,665
Jul 03, 2024Hockman Alexander A.officer Co-CEOA-AwardBuy108--80,653
Jun 25, 2024Freckmann Brian C.director-A-AwardBuy650--6,284
Jun 25, 2024Francois Tardandirector-A-AwardBuy650--6,811
Jun 25, 2024Hockman Alexander A.director, officer Co-CEOA-AwardBuy3,000--80,545
Jun 13, 2024O'Brien MaryJoofficer Ex VP, Chief Admin & SecretaryS-SaleSell19$94.06$1.79K65,686
Jun 13, 2024O'Brien MaryJoofficer Ex VP, Chief Admin & SecretaryS-SaleSell1,129$94.06$106.19K64,557
Jun 13, 2024Heraud Benjaminofficer Co-CEOS-SaleSell3$94.06$282.1819,677
Jun 13, 2024Heraud Benjaminofficer Co-CEOS-SaleSell1,222$92.53$113.07K18,455
Jun 13, 2024Codispoti Edward Hofficer CFOS-SaleSell760$91.46$69.51K16,929
Jun 13, 2024Tong Richardofficer Exec VP and General CounselS-SaleSell3,119$94.00$293.19K16,288
Jun 06, 2024ALFORD DONALD Cofficer-Buy----
May 15, 2024Pruitt William Ddirector-S-SaleSell1,917$95.01$182.13K13,583

The last insider sell of NV5 Global's stock was made by O'Brien MaryJo on Jun 13 2024, selling 19 shares at $94.06 per share (valued at $1.79K).

NV5 Global Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20244--
Q2 2024158187.50%
Q1 2024-3-
Q4 2023-5-
Q3 202352250.00%
Q2 20231111100.00%
Q1 20231128.33%
Q4 2022-14-
Q3 202241136.36%
Q2 202244100.00%
Q1 2022112740.74%
Q4 2021-7-
Q3 202141625.00%
Q2 2021111384.62%
Q1 2021-1-
Q4 20203742.86%
Q3 2020112550.00%
Q2 2020-7-
Q1 20201--
Q4 20191616.67%

4 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by NV5 Global's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-8-
Q1 2024-2-
Q4 2023-5-
Q3 2023-1-
Q2 2023---
Q1 2023-12-
Q4 2022-13-
Q3 2022-11-
Q2 2022-4-
Q1 2022-26-
Q4 2021-7-
Q3 2021-15-
Q2 2021-12-
Q1 2021---
Q4 2020-7-
Q3 20201250.00%
Q2 2020-7-
Q1 2020---
Q4 20191425.00%

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of NV5 Global's stocks.

NV5 Global Peer Ownership


TickerCompany
APGAPi Group Corporation
GVAGranite Construction Incorporated
KBRKBR, Inc.
MTRXMatrix Service Company
BLDTopBuild Corp.
DYDycom Industries, Inc.
GLDDGreat Lakes Dredge & Dock Corporation
FIXComfort Systems USA, Inc.
EMEEMCOR Group, Inc.
ROADConstruction Partners, Inc.
MYRGMYR Group Inc.
PRIMPrimoris Services Corporation

NVEE Ownership FAQ


NV5 Global is owned by institutional shareholders (79.47%), insiders (12.43%), and public (8.10%). The largest institutional shareholder of NV5 Global is BLACKROCK INC. (14.51% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (0.36% of total shares).

NV5 Global's major institutional shareholders are BLACKROCK INC., CERCANO MANAGEMENT LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 36.34% of the company's share outstanding.

As of Jun 2024, there are 212 institutional shareholders of NV5 Global.

BLACKROCK INC owns 2.21M shares of NV5 Global, representing 14.51% of the company's total shares outstanding, valued at $205.92M (as of Jun 2024).

As of Jun 2024, CERCANO MANAGEMENT LLC holds 1.27M shares of NV5 Global (NVEE), compromising 8.33% of the company, valued at $118.18M.

VANGUARD GROUP INC is the third largest holder of NV5 Global. The company owns 949.22K of the company's shares outstanding (worth $88.25M).