NV5 Global Ownership | Who Owns NV5 Global?
NV5 Global Ownership Summary
NV5 Global is owned by 83.42% institutional investors, 12.11% insiders, and 4.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.34% of NVEE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.69% of its assets in NV5 Global shares.
NVEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NV5 Global | 83.42% | 12.11% | 4.47% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.61M | 15.34% | $221.91M |
| Blackrock | 2.21M | 14.51% | $205.92M |
| Cercano management | 3.93M | 6.27% | $90.64M |
| State street | 530.43K | 3.47% | $49.31M |
| Swedbank ab | 1.50M | 2.39% | $34.63M |
| Balyasny asset management | 1.37M | 2.19% | $31.62M |
| Alpine associates management | 1.32M | 2.11% | $30.53M |
| American century companies | 1.24M | 1.97% | $28.56M |
| Vanguard group | 3.76M | 1.52% | $70.88M |
| Geneva capital management | 838.61K | 1.34% | $19.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Burren capital advisors | 82.09K | 5.53% | $1.90M |
| Redwood grove capital | 617.11K | 4.73% | $14.25M |
| Athos capital | 130.00K | 4.49% | $3.00M |
| Cercano management | 3.93M | 2.59% | $90.64M |
| Cruiser capital advisors | 203.19K | 2.08% | $4.69M |
| Bernzott capital advisors | 197.51K | 1.84% | $3.72M |
| Ashford capital management | 139.21K | 1.75% | $12.94M |
| Absolute gestao de investimentos ltda. | 223.37K | 1.65% | $5.16M |
| Harvest management | 166.23K | 1.63% | $3.84M |
| Alpine associates management | 1.32M | 1.63% | $30.53M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 3.76M | 0.00% | 2.79M |
| Dimensional fund advisors lp | 2.51M | 0.01% | 1.90M |
| Bank of new york mellon | 1.51M | 0.01% | 1.42M |
| Balyasny asset management | 1.37M | 0.05% | 1.32M |
| Alpine associates management | 1.32M | 1.63% | 1.32M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 1.24M | 0.02% | -1.22M |
| Geneva capital management | 838.61K | 0.32% | -885.07K |
| Emerald advisers | - | - | -702.68K |
| Blackrock funding, inc. /de | 9.61M | 0.00% | -476.10K |
| T. rowe price investment management | - | - | -415.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Alpine associates management | 1.32M | 1.63% | 1.32M | $30.53M |
| J. goldman & co lp | 609.12K | 0.34% | 609.12K | $14.06M |
| Glazer capital | 424.70K | 0.35% | 424.70K | $9.81M |
| Magnetar financial | 340.02K | 0.04% | 340.02K | $7.85M |
| Adage capital partners gp | 334.99K | 0.01% | 334.99K | $7.74M |
Sold Out
| Holder | Change |
|---|---|
| Kayne anderson rudnick investment management | -1.00 |
| Mendota financial group | -1.00 |
| Global financial private client | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Sjs investment consulting | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 232 | 3.11% | 52,261,517 | 3.35% | 83 | 1.26% | 113 | -8.87% | 87 | 38.10% |
| Mar 31, 2025 | 222 | 0.91% | 48,655,695 | -2.15% | 78 | 19.43% | 123 | -41.98% | 62 | 1450.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.15M | 4.69% | 512.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.69M | 2.53% | -37.59K |
| Swedbank Robur Small Cap USA A | 1.50M | 2.24% | - |
| iShares Russell 2000 ETF | 1.37M | 2.04% | -26.04K |
| American Century Small Cap Value Inv | 790.00K | 1.18% | -1.10M |
| American Century U.S. Small Cap Value | 790.00K | 1.18% | -1.10M |
| T. Rowe Price US Small-Cap Core Equity | 188.83K | 1.16% | -8.69K |
| iShares US Infrastructure ETF | 697.65K | 1.04% | 1.88K |
| Nationwide Geneva Small Cap Gr Instl Svc | 604.46K | 0.92% | 32.91K |
| Fidelity Small Cap Index | 580.30K | 0.87% | 1.27K |
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 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 1 |
NVEE Ownership FAQ
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