NV5 Global Inc (NVEE) Ownership

21.80 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NV5 Global Inc (NVEE), owning a total of 2.2 million shares. Combined, the top 32 institutional holders of NVEE own 27.77% of the company with a total of 11.7 million shares.

In the latest ownership report on September 30th 2024, the top 32 institutional holders increased their combined ownership of NVEE by 83 thousand shares. 3 institutions bought 89,477 total additional shares and increased their ownership by an average of 10.61%. However 1 institutions sold 6,036 total shares and decreased their ownership by an average of 2.63%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NV5 Global increased by a net total of 83,441 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Geneva Capital Management	0.665%	1.348%	432,721	5,757	2024-09-30
Swedbank AB	0.537%	27.273%	350,000	75,000	2024-09-30
Emerald Advisers, LLC	0.431%	3.207%	280,666	8,720	2024-09-30
Emerald Mutual Fund Advisers Trust	0.343%	-2.630%	223,432	-6,036	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	3.401%	1.880%	2,214,862	40,869	2024-06-30
Cercano Management LLC	1.952%	2.530%	1,271,194	31,362	2024-06-30
Vanguard Group Inc	1.458%	-0.969%	949,217	-9,292	2024-06-30
Dimensional Fund Advisors, Inc.	0.895%	7.239%	582,927	39,350	2024-06-30
State Street Corp	0.815%	0.541%	530,428	2,852	2024-06-30
State Street Corporation	3.241%	2.553%	527,576	13,132	2024-03-31
American Century Companies Inc	0.701%	16.649%	456,722	65,186	2024-06-30
Geneva Capital Management	0.665%	1.348%	432,721	5,757	2024-09-30
T. Rowe Price Investment Management,Inc.	0.638%	-3.730%	415,695	-16,106	2024-06-30
Swedbank AB	0.537%	27.273%	350,000	75,000	2024-09-30
Geode Capital Management, LLC	0.495%	6.613%	322,007	19,973	2024-06-30
Emerald Advisers, LLC	0.431%	3.207%	280,666	8,720	2024-09-30
Morgan Stanley - Brokerage Accounts	0.360%	-77.270%	234,572	-797,416	2024-06-30
Emerald Mutual Fund Advisers Trust	0.343%	-2.630%	223,432	-6,036	2024-09-30
Neumeier Investment Counsel LLC	0.333%	-2.522%	216,641	-5,605	2024-06-30
Amvescap Plc.	1.257%	-13.783%	199,719	-31,927	2023-03-31
ING Investment Management LLC	0.305%	31.732%	198,403	47,792	2024-06-30
Tributary Capital Management, LLC	0.294%	10.770%	191,566	18,625	2024-06-30
FMR Inc	1.158%	-39.799%	188,494	-124,612	2024-03-31
T. Rowe Price Associates, Inc.	1.042%	-8.314%	165,673	-15,023	2023-09-30
Ashford Capital Management Inc	1.026%	-2.482%	163,084	-4,150	2023-09-30
Driehaus Capital Management LLC	1.006%	-1.322%	158,024	-2,117	2022-12-31
Charles Schwab Investment Management Inc	0.238%	7.122%	154,936	10,301	2024-06-30
Northern Trust Corp	0.235%	-3.028%	153,234	-4,785	2024-06-30
Grandeur Peak Global Advisors, LLC	0.911%	-3.606%	148,265	-5,547	2024-03-31
Newsouth Capital Management Inc	0.913%	-13.067%	145,147	-21,818	2023-03-31
Summit Creek Advisors LLC	0.899%	0.361%	142,942	514	2023-09-30
Kennedy Capital Management Inc	0.219%	-1.408%	142,485	-2,035	2024-06-30
Nine Ten Capital Management LLC	0.217%	-18.052%	140,963	-31,053	2024-06-30
Kornitzer Capital Management Inc	0.215%	0.000%	139,870	0	2024-06-30
Wells Fargo & Co	0.802%	1.647%	125,919	2,040	2023-03-31
Bank of New York Mellon Corp	0.773%	6.537%	120,244	7,378	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of NV5 Global Inc (NVEE), owning a total of 3.3 million shares. Combined, the top 57 mutual fund holders of NVEE own 60.52% of the company with a total of 18.9 million shares.

In the latest ownership report on October 31st 2024, the top 57 fund holders increased their combined ownership of NVEE by 9 thousand shares. 6 funds bought 24,397 total additional shares and increased their ownership by an average of 1.49%. However 2 funds sold 15,720 total shares and decreased their ownership by an average of 1.86%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding NV5 Global increased by a net total of 8,677 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.100%	0.105%	3,321,249	3,492	2024-10-31
iShares Russell 2000 ETF	2.202%	-0.224%	1,433,706	-3,220	2024-10-31
iShares US Infrastructure ETF	1.088%	0.726%	708,738	5,106	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.821%	0.097%	534,444	518	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.708%	0.761%	460,769	3,480	2024-10-31
iShares Russell 2000 Value ETF	0.666%	0.000%	433,708	0	2024-10-31
Dimensional US Targeted Value ETF	0.536%	0.000%	348,797	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.529%	-3.503%	344,340	-12,500	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.460%	0.219%	299,386	654	2024-10-31
Schwab US Small-Cap ETF™	0.389%	0.000%	253,322	0	2024-10-31
State St Russell Sm Cap® Indx SL Cl I	0.321%	0.000%	209,028	0	2024-10-31
Bridge Builder Small/Mid Cap Value	0.261%	7.024%	169,855	11,147	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.237%	0.000%	154,359	0	2024-10-31
Dimensional US Small Cap ETF	0.232%	0.000%	151,212	0	2024-10-31
Dimensional US Core Equity 2 ETF	0.229%	0.000%	149,104	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.100%	0.105%	3,321,249	3,492	2024-10-31
Sapphire Star Capital Small Cap Growth	19.089%	1,563,460.000%	3,033,312	3,033,118	2023-06-30
iShares Russell 2000 ETF	2.202%	-0.224%	1,433,706	-3,220	2024-10-31
iShares US Infrastructure ETF	1.088%	0.726%	708,738	5,106	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.821%	0.097%	534,444	518	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.708%	0.761%	460,769	3,480	2024-10-31
Vanguard Total Stock Mkt Idx Inv	0.698%	0.148%	454,527	672	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.798%	9.663%	444,833	39,196	2023-03-31
iShares Russell 2000 Value ETF	0.666%	0.000%	433,708	0	2024-10-31
American Century Small Cap Value Inv	0.622%	9.460%	405,000	35,000	2024-09-30
American Century U.S. Small Cap Value	0.622%	9.460%	405,000	35,000	2024-09-30
Swedbank Robur Small Cap USA A	0.537%	16.667%	350,000	50,000	2024-09-30
Dimensional US Targeted Value ETF	0.536%	0.000%	348,797	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.529%	-3.503%	344,340	-12,500	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.460%	0.219%	299,386	654	2024-10-31
Calvert US Small-Cap Strategy	1.767%	-9.826%	287,729	-31,353	2024-03-31
Schwab US Small-Cap ETF™	0.389%	0.000%	253,322	0	2024-10-31
Calvert Small-Cap A	1.455%	-18.379%	234,847	-52,882	2024-04-30
State St Russell Sm Cap® Indx SL Cl I	0.321%	0.000%	209,028	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.307%	0.761%	199,825	1,509	2024-09-30
T. Rowe Price Small-Cap Stock	1.160%	-4.398%	188,833	-8,686	2024-06-30
T. Rowe Price US Small-Cap Core Equity	0.290%	-4.398%	188,833	-8,686	2024-06-30
Vanguard Extended Market Index Investor	1.080%	-0.019%	171,685	-32	2023-08-31
Bridge Builder Small/Mid Cap Value	0.261%	7.024%	169,855	11,147	2024-10-31
Neumeier Poma Small Cap Value	0.254%	-10.015%	165,510	-18,420	2024-09-30
Schwab Fundamental U.S. Small CompanyETF	0.237%	0.000%	154,359	0	2024-10-31
Dimensional US Small Cap ETF	0.232%	0.000%	151,212	0	2024-10-31
Fidelity Small Cap Index	0.230%	5.466%	149,608	7,754	2024-07-31
Dimensional US Core Equity 2 ETF	0.229%	0.000%	149,104	0	2024-10-31
Nationwide Geneva Small Cap Gr Instl Svc	0.226%	-2.634%	147,224	-3,983	2024-09-30
Tributary Small Cap Equity	0.225%	0.025%	146,365	36	2024-09-30
T. Rowe Price QM US Small-Cap Gr Eq	0.864%	4.112%	134,200	5,300	2023-03-31
T. Rowe Price Integrated US SmCapGrEq	0.824%	0.000%	134,200	134,200	2024-03-31
Fidelity® Small Cap Index	0.835%	2.770%	132,702	3,577	2023-10-31
iShares S&P Small-Cap 600 Growth ETF	0.813%	0.000%	129,260	0	2023-11-30
Buffalo Small Cap	0.773%	0.000%	125,830	0	2024-03-31
Buffalo Small Cap Growth	0.193%	0.000%	125,830	0	2024-06-30
Kornitzer Small Cap Equity	0.193%	0.000%	125,830	0	2024-06-30
Buffalo Small Growth Cap	0.773%	0.000%	125,830	0	2024-06-30
T. Rowe Price Integrated US Sm Gr Eq	0.771%	-8.302%	122,600	-11,100	2023-09-30
TRP Integrated US Small-Cap Gr Eq	0.771%	-8.302%	122,600	-11,100	2023-09-30
Tributary Small Company Instl	0.186%	0.000%	121,363	0	2024-09-30
Fidelity® Series Small Cap Opps	0.751%	-14.557%	119,295	-20,325	2023-10-31
Emerald Growth A	0.182%	0.000%	118,488	0	2024-08-31
Voya Small Cap Growth I	0.181%	3.444%	117,519	3,913	2024-08-31
Fidelity Series Small Cap Opps	0.731%	-5.524%	116,295	-6,800	2024-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.716%	0.101%	113,955	115	2024-03-28
Fidelity Advisor Small Cap I	0.714%	-20.402%	113,480	-29,086	2023-10-31
Fidelity Advisor® Small Cap I	0.714%	-20.402%	113,480	-29,086	2023-10-31
Voya Small Cap Growth (Portland)	0.172%	35.192%	111,992	29,153	2024-06-30
Vanguard Tax-Managed Small Cap Adm	0.694%	0.000%	110,247	0	2023-07-31
iShares Russell 2000 Growth ETF	0.686%	-0.116%	109,188	-127	2024-02-29
Fidelity® Small Cap Growth	0.653%	-0.755%	102,789	-782	2023-03-31
DFA US Small Cap I	0.581%	0.000%	91,209	0	2023-03-31
Fidelity® Stock Selector Small Cap	0.554%	0.000%	86,000	0	2022-12-31
Kennedy Extended Small Cap	0.536%	-4.872%	83,352	-4,269	2022-09-30
Summit Creek Small Cap Growth	0.520%	-3.420%	80,968	-2,867	2022-12-31