NV5 Global Ownership | Who Owns NV5 Global?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | NV5 Global | 79.49% | 12.43% | 8.08% |
Sector | Industrials Stocks | 60.70% | 10.27% | 29.03% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 201 | -5.19% | 11,406,827 | 1.48% | 76 | 1.34% | 101 | -4.72% | 72 | -1.37% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 3.32M | 5.10% | 3.49K |
Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.79% | -1.66K |
iShares Russell 2000 ETF | 1.43M | 2.20% | -3.22K |
T. Rowe Price US Small-Cap Core Equity | 188.83K | 1.16% | -8.69K |
iShares US Infrastructure ETF | 708.74K | 1.09% | 5.11K |
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 | 534.44K | 0.82% | 518.00 |
Buffalo Small Cap Growth | 125.83K | 0.77% | - |
Kornitzer Small Cap Equity | 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
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