Institutional Ownership Nv5 Global, Inc. (NVEE)
This table provides information about the institutional ownership of Nv5 Global, Inc. (NVEE). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $57.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,214,862
shares
|
$50 Million
0.0% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
145,716
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
34,869
shares
|
$786,644
6.41% of portfolio
|
Q4 2022
Reduced 3.37%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
34,428
shares
|
$776,695
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
29,486
shares
|
$665,204
0.38% of portfolio
|
Q4 2022
Reduced 0.54%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
25,153
shares
|
$567,451
0.0% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,447
shares
|
$280,804
0.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Friess Associates LLC
Greenville, DE |
Aug 15, 2022 Q2 2022 |
11,600
shares
|
$261,695
2.26% of portfolio
|
Q2 2022
Reduced 45.94%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
11,176
shares
|
$252,130
0.45% of portfolio
|
Q4 2023
Added 13.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,949
shares
|
$224,449
0.0% of portfolio
|
Q2 2025
Reduced 36.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,258
shares
|
$96,060
0.0% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,709
shares
|
$83,675
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,635
shares
|
$59,445
0.0% of portfolio
|
Q2 2025
Reduced 37.6%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,450
shares
|
$55,272
0.07% of portfolio
|
Q2 2022
Reduced 6.13%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,819
shares
|
$41,036
0.0% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,691
shares
|
$38,148
0.13% of portfolio
|
Q2 2022
Reduced 6.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
910
shares
|
$20,529
0.0% of portfolio
|
Q3 2025
Reduced 84.98%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
572
shares
|
$12,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
309
shares
|
$6,971
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
179
shares
|
$4,038
0.0% of portfolio
|
Q3 2018
Added 16.99%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
102
shares
|
$2,301
0.0% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
12
shares
|
$270
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$90
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|