NVEE — NV5 GLOBAL INC
Reported value held$557.60M
Funds holding (latest)42
Sector—
NVEE (NV5 GLOBAL INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 42 funds have reported positions historically, with the sum of their latest reported stakes valued at $557.60M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.61M | $221.91M | 0.00% | Reduce |
| Vanguard Group history | 3.71M | $85.77M | 0.00% | Reduce |
| BNY Mellon history | 2.31M | $53.29M | 0.01% | Add |
| Geode Capital Management history | 1.38M | $31.98M | 0.00% | Add |
| Balyasny Asset Management history | 1.37M | $31.62M | 0.05% | Add |
| Charles Schwab Investment Management history | 760.63K | $17.56M | 0.00% | Reduce |
| Northern Trust Corp history | 595.04K | $13.74M | 0.00% | Reduce |
| Millennium Management history | 536.26K | $12.38M | 0.01% | Add |
| Bank of America Corp history | 509.14K | $11.76M | 0.00% | Add |
| Morgan Stanley history | 501.31K | $11.58M | 0.00% | Reduce |
| First Eagle Investment Management history | 295.20K | $6.82M | 0.01% | Reduce |
| Principal Global Investors history | 260.78K | $6.02M | 0.00% | Hold |
| Invesco Ltd history | 184.06K | $4.25M | 0.00% | Reduce |
| PSP Investments history | 179.06K | $4.13M | 0.02% | Add |
| Citadel Advisors history | 154.57K | $3.57M | 0.00% | Add |
| UBS Group AG history | 154.52K | $3.57M | 0.00% | Reduce |
| Legal & General Investment Management America history | 151.60K | $3.50M | 0.00% | Add |
| JPMorgan Chase & Co history | 148.29K | $3.42M | 0.00% | Reduce |
| Goldman Sachs Group history | 143.08K | $3.30M | 0.00% | Reduce |
| Wells Fargo & Co history | 116.57K | $2.69M | 0.00% | Reduce |
| Deutsche Bank AG history | 109.50K | $2.53M | 0.00% | Add |
| Citigroup Inc history | 101.54K | $2.34M | 0.00% | Add |
| Prudential Financial history | 55.54K | $1.22M | 0.00% | Add |
| Marshall Wace history | 50.30K | $1.16M | 0.00% | Reduce |
| AQR Capital Management history | 40.27K | $929.86K | 0.00% | Add |
| Two Sigma Investments history | 33.46K | $772.54K | 0.00% | Reduce |
| Manulife Financial history | 28.69K | $662.43K | 0.00% | Add |
| Janus Henderson Group history | 26.96K | $622.64K | 0.00% | Hold |
| Franklin Resources history | 12.29K | $283.68K | 0.00% | Add |
| D. E. Shaw & Co history | 9.97K | $230.12K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 9.07K | $209.37K | 0.00% | Reduce |
| PNC Financial Services history | 4.53K | $104.67K | 0.00% | Reduce |
| T. Rowe Price Associates history | 28.68K | $663 | 0.00% | Add |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.09M | $194.37M | 0.00% | Add |
| Vanguard Group history | 3.83M | $73.85M | 0.00% | Add |
| BNY Mellon history | 1.91M | $36.87M | 0.01% | Add |
| Geode Capital Management history | 1.35M | $26.09M | 0.00% | Add |
| Charles Schwab Investment Management history | 767.19K | $14.78M | 0.00% | Add |
| Morgan Stanley history | 742.56K | $14.31M | 0.00% | Add |
| Northern Trust Corp history | 619.18K | $11.93M | 0.00% | Hold |
| Goldman Sachs Group history | 350.83K | $6.76M | 0.00% | Add |
| Invesco Ltd history | 321.12K | $6.19M | 0.00% | Add |
| First Eagle Investment Management history | 317.20K | $6.11M | 0.01% | Add |
| Millennium Management history | 278.13K | $5.36M | 0.00% | Reduce |
| Wellington Management Group history | 260.42K | $5.02M | 0.00% | New |
| Principal Global Investors history | 259.73K | $5.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 234.70K | $4.52M | 0.00% | Reduce |
| UBS Group AG history | 224.22K | $4.32M | 0.00% | Add |
| PSP Investments history | 165.07K | $3.18M | 0.01% | Add |
| Citadel Advisors history | 151.28K | $2.92M | 0.00% | Add |
| Legal & General Investment Management America history | 150.29K | $2.90M | 0.00% | Hold |
| Royce & Associates history | 134.80K | $2.60M | 0.03% | Reduce |
| Marshall Wace history | 129.28K | $2.49M | 0.00% | Reduce |
| Wells Fargo & Co history | 126.65K | $2.44M | 0.00% | Add |
| Citigroup Inc history | 94.27K | $1.82M | 0.00% | Add |
| Bank of America Corp history | 75.58K | $1.46M | 0.00% | Reduce |
| Prudential Financial history | 52.38K | $1.15M | 0.00% | Hold |
| Balyasny Asset Management history | 46.23K | $890.89K | 0.00% | Reduce |
| Deutsche Bank AG history | 45.63K | $879.23K | 0.00% | Reduce |
| Two Sigma Investments history | 35.94K | $692.52K | 0.00% | Reduce |
| Janus Henderson Group history | 26.96K | $518.58K | 0.00% | Hold |
| Manulife Financial history | 26.28K | $506.38K | 0.00% | Reduce |
| Amundi US history | 25.77K | $501.15K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 25.93K | $499.69K | 0.00% | Add |
| AQR Capital Management history | 20.08K | $386.96K | 0.00% | New |
| Renaissance Technologies history | 16.40K | $316.03K | 0.00% | New |
| Franklin Resources history | 11.99K | $231.01K | 0.00% | Add |
| PNC Financial Services history | 5.78K | $111.34K | 0.00% | Reduce |
| T. Rowe Price Associates history | 24.66K | $476 | 0.00% | Add |
Q4 2024 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.45M | $178.06M | 0.00% | Add |
| Vanguard Group history | 3.76M | $70.88M | 0.00% | Add |
| BNY Mellon history | 1.51M | $28.46M | 0.01% | Add |
| Geode Capital Management history | 1.30M | $24.55M | 0.00% | Add |
| Charles Schwab Investment Management history | 686.06K | $12.93M | 0.00% | Add |
| Northern Trust Corp history | 618.76K | $11.66M | 0.00% | Add |
| Morgan Stanley history | 614.64K | $11.58M | 0.00% | Add |
| Goldman Sachs Group history | 334.96K | $6.31M | 0.00% | Add |
| Millennium Management history | 325.78K | $6.14M | 0.00% | Add |
| Invesco Ltd history | 305.92K | $5.76M | 0.00% | Add |
| First Eagle Investment Management history | 276.70K | $5.21M | 0.01% | New |
| JPMorgan Chase & Co history | 268.38K | $5.06M | 0.00% | Add |
| Principal Global Investors history | 253.12K | $4.77M | 0.00% | Add |
| Marshall Wace history | 249.77K | $4.71M | 0.01% | Add |
| Two Sigma Investments history | 187.23K | $3.53M | 0.01% | Add |
| Royce & Associates history | 178.28K | $3.36M | 0.03% | Add |
| Legal & General Investment Management America history | 150.62K | $2.84M | 0.00% | Add |
| UBS Group AG history | 145.56K | $2.74M | 0.00% | Add |
| PSP Investments history | 130.24K | $2.45M | 0.01% | Add |
| Bank of America Corp history | 116.14K | $2.19M | 0.00% | Add |
| Wells Fargo & Co history | 109.92K | $2.07M | 0.00% | Add |
| Citigroup Inc history | 79.05K | $1.49M | 0.00% | Add |
| Balyasny Asset Management history | 70.37K | $1.33M | 0.00% | Add |
| Citadel Advisors history | 66.87K | $1.26M | 0.00% | Add |
| Prudential Financial history | 52.56K | $1.15M | 0.00% | Add |
| D. E. Shaw & Co history | 56.08K | $1.06M | 0.00% | Add |
| Manulife Financial history | 52.62K | $991.36K | 0.00% | Add |
| Deutsche Bank AG history | 50.45K | $950.52K | 0.00% | Add |
| Janus Henderson Group history | 26.96K | $508.06K | 0.00% | Add |
| Amundi US history | 25.18K | $481.91K | 0.00% | Add |
| Franklin Resources history | 11.45K | $215.74K | 0.00% | New |
| PNC Financial Services history | 6.13K | $115.56K | 0.00% | Add |
| Point72 Asset Management history | 4.23K | $79.71K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.59K | $48.82K | 0.00% | Add |
| T. Rowe Price Associates history | 22.37K | $422 | 0.00% | Add |
Q3 2024 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.27M | $212.24M | 0.01% | New |
| Vanguard Group history | 968.67K | $90.55M | 0.00% | Add |
| Geode Capital Management history | 327.04K | $30.58M | 0.00% | Add |
| Charles Schwab Investment Management history | 161.12K | $15.06M | 0.00% | Add |
| Northern Trust Corp history | 153.51K | $14.35M | 0.00% | Hold |
| Morgan Stanley history | 143.02K | $13.37M | 0.00% | Add |
| BNY Mellon history | 90.31K | $8.44M | 0.00% | Reduce |
| Millennium Management history | 72.23K | $6.75M | 0.00% | Add |
| Invesco Ltd history | 72.23K | $6.75M | 0.00% | Add |
| JPMorgan Chase & Co history | 62.94K | $5.88M | 0.00% | Add |
| Principal Global Investors history | 61.54K | $5.75M | 0.00% | Reduce |
| Citadel Advisors history | 58.95K | $5.51M | 0.00% | Reduce |
| Royce & Associates history | 55.97K | $5.23M | 0.05% | Reduce |
| Goldman Sachs Group history | 50.67K | $4.74M | 0.00% | Add |
| Renaissance Technologies history | 41.09K | $3.84M | 0.01% | New |
| Polen Capital Management history | 40.81K | $3.81M | 0.01% | New |
| Legal & General Investment Management America history | 38.88K | $3.63M | 0.00% | Reduce |
| Marshall Wace history | 34.86K | $3.26M | 0.00% | Add |
| Two Sigma Investments history | 29.82K | $2.79M | 0.01% | Reduce |
| PSP Investments history | 27.59K | $2.58M | 0.01% | Reduce |
| Wells Fargo & Co history | 24.34K | $2.28M | 0.00% | Reduce |
| Citigroup Inc history | 21.09K | $1.97M | 0.00% | Add |
| Balyasny Asset Management history | 20.57K | $1.92M | 0.00% | Hold |
| D. E. Shaw & Co history | 20.03K | $1.87M | 0.00% | Add |
| UBS Group AG history | 18.86K | $1.76M | 0.00% | Add |
| Bank of America Corp history | 18.85K | $1.76M | 0.00% | Add |
| Prudential Financial history | 13.97K | $1.31M | 0.00% | Reduce |
| Manulife Financial history | 12.41K | $1.16M | 0.00% | Reduce |
| Deutsche Bank AG history | 8.08K | $755.32K | 0.00% | Add |
| Janus Henderson Group history | 8.04K | $750.41K | 0.00% | Add |
| Amundi US history | 2.29K | $211.12K | 0.00% | Add |
| PNC Financial Services history | 1.33K | $124.80K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 894 | $83.53K | 0.00% | Add |
| T. Rowe Price Associates history | 4.67K | $437 | 0.00% | Add |
Q2 2024 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 949.22K | $88.25M | 0.00% | Reduce |
| Geode Capital Management history | 322.01K | $29.94M | 0.00% | Add |
| Charles Schwab Investment Management history | 154.94K | $14.40M | 0.00% | Add |
| Northern Trust Corp history | 153.23K | $14.25M | 0.00% | Reduce |
| Morgan Stanley history | 117.29K | $10.90M | 0.00% | Reduce |
| BNY Mellon history | 106.13K | $9.87M | 0.00% | Add |
| Citadel Advisors history | 72.70K | $6.76M | 0.00% | Add |
| Principal Global Investors history | 63.95K | $5.95M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 60.46K | $5.62M | 0.00% | Add |
| Royce & Associates history | 56.97K | $5.30M | 0.05% | Hold |
| Goldman Sachs Group history | 47.01K | $4.37M | 0.00% | Add |
| Invesco Ltd history | 46.61K | $4.33M | 0.00% | Hold |
| Two Sigma Investments history | 45.20K | $4.20M | 0.01% | Add |
| Millennium Management history | 44.42K | $4.13M | 0.00% | Add |
| Legal & General Investment Management America history | 39.21K | $3.65M | 0.00% | Add |
| PSP Investments history | 28.39K | $2.64M | 0.02% | Add |
| Wells Fargo & Co history | 24.48K | $2.28M | 0.00% | Reduce |
| Balyasny Asset Management history | 20.52K | $1.91M | 0.00% | Add |
| Bank of America Corp history | 17.13K | $1.59M | 0.00% | Reduce |
| Prudential Financial history | 14.43K | $1.34M | 0.00% | Reduce |
| Norges Bank Investment Management history | 13.50K | $1.26M | 0.00% | New |
| UBS Group AG history | 13.35K | $1.24M | 0.00% | Reduce |
| Marshall Wace history | 13.26K | $1.23M | 0.00% | New |
| Manulife Financial history | 12.74K | $1.18M | 0.00% | Add |
| Citigroup Inc history | 12.57K | $1.17M | 0.00% | Add |
| D. E. Shaw & Co history | 10.96K | $1.02M | 0.00% | Add |
| Deutsche Bank AG history | 6.24K | $580.04K | 0.00% | Reduce |
| Janus Henderson Group history | 5.64K | $524.98K | 0.00% | Reduce |
| Point72 Asset Management history | 3.30K | $306.55K | 0.00% | New |
| Franklin Resources history | 2.78K | $258.36K | 0.00% | Add |
| Amundi US history | 1.91K | $175.44K | 0.00% | New |
| PNC Financial Services history | 1.25K | $116.49K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 840 | $78.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 4.54K | $423 | 0.00% | Add |
Q1 2024 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 958.51K | $93.94M | 0.00% | Add |
| Morgan Stanley history | 515.99K | $50.57M | 0.00% | Reduce |
| Geode Capital Management history | 302.03K | $29.61M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 188.49K | $18.47M | 0.00% | Reduce |
| Northern Trust Corp history | 158.02K | $15.49M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 144.63K | $14.18M | 0.00% | Add |
| BNY Mellon history | 101.02K | $9.90M | 0.00% | Reduce |
| Principal Global Investors history | 66.40K | $6.51M | 0.00% | Reduce |
| Royce & Associates history | 56.97K | $5.58M | 0.05% | Hold |
| Invesco Ltd history | 46.50K | $4.56M | 0.00% | Add |
| Legal & General Investment Management America history | 38.47K | $3.77M | 0.00% | Hold |
| Citadel Advisors history | 30.16K | $2.96M | 0.00% | Add |
| Goldman Sachs Group history | 29.93K | $2.93M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 26.44K | $2.59M | 0.00% | Add |
| PSP Investments history | 26.07K | $2.56M | 0.02% | Reduce |
| Bank of America Corp history | 25.49K | $2.50M | 0.00% | Reduce |
| Wells Fargo & Co history | 25.39K | $2.49M | 0.00% | Add |
| Two Sigma Investments history | 17.63K | $1.73M | 0.00% | New |
| UBS Group AG history | 16.49K | $1.62M | 0.00% | Reduce |
| Prudential Financial history | 14.63K | $1.43M | 0.00% | Reduce |
| Manulife Financial history | 11.79K | $1.16M | 0.00% | Reduce |
| Balyasny Asset Management history | 11.73K | $1.15M | 0.00% | Add |
| Citigroup Inc history | 8.64K | $847.30K | 0.00% | Add |
| Millennium Management history | 7.91K | $774.77K | 0.00% | Add |
| Deutsche Bank AG history | 6.98K | $683.82K | 0.00% | Reduce |
| Janus Henderson Group history | 5.72K | $559.58K | 0.00% | Hold |
| D. E. Shaw & Co history | 3.09K | $302.95K | 0.00% | Reduce |
| PNC Financial Services history | 2.81K | $275.01K | 0.00% | Reduce |
| Franklin Resources history | 2.43K | $238.56K | 0.00% | Hold |
| T. Rowe Price Associates history | 3.97K | $390 | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 9.61M | 10.09M | 9.45M | 2.27M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | 3.71M | 3.83M | 3.76M | 968.67K | 949.22K | 958.51K | 950.48K | 915.19K | 913.02K | 915.76K | 868.85K | 837.61K | 813.88K | 768.76K | 781.67K | 627.24K | 635.50K | 616.90K |
| BNY Mellon | 2.31M | 1.91M | 1.51M | 90.31K | 106.13K | 101.02K | 106.80K | 107.68K | 109.96K | 113.77K | 117.51K | 120.24K | 112.87K | 112.52K | 112.29K | 51.27K | — | — |
| Geode Capital Management | 1.38M | 1.35M | 1.30M | 327.04K | 322.01K | 302.03K | 293.90K | 278.46K | 267.83K | 256.85K | 246.66K | 235.36K | 226.37K | 230.83K | 223.35K | 219.50K | — | — |
| Balyasny Asset Management | 1.37M | 46.23K | 70.37K | 20.57K | 20.52K | 11.73K | 7.84K | 11.10K | 16.07K | 10.66K | 5.70K | — | — | 7.23K | — | — | — | — |
| Charles Schwab Investment Management | 760.63K | 767.19K | 686.06K | 161.12K | 154.94K | 144.63K | 137.29K | 132.14K | 120.75K | 110.23K | 104.91K | 102.64K | 98.93K | 99.69K | 97.36K | 94.92K | — | — |
| Northern Trust Corp | 595.04K | 619.18K | 618.76K | 153.51K | 153.23K | 158.02K | 161.54K | 158.13K | 158.00K | 155.25K | 154.24K | 149.34K | 148.99K | 147.84K | 153.81K | 148.54K | — | — |
| Millennium Management | 536.26K | 278.13K | 325.78K | 72.23K | 44.42K | 7.91K | 2.32K | — | 13.85K | 4.31K | — | — | — | — | — | 2.66K | — | — |
| Bank of America Corp | 509.14K | 75.58K | 116.14K | 18.85K | 17.13K | 25.49K | 33.31K | 34.64K | 5.75K | 21.82K | 23.79K | 23.11K | 12.14K | 19.67K | 18.95K | 23.58K | — | — |
| Morgan Stanley | 501.31K | 742.56K | 614.64K | 143.02K | 117.29K | 515.99K | 560.17K | 493.30K | 114.95K | 141.21K | 178.86K | 174.52K | 169.12K | 167.91K | 131.23K | 94.43K | — | — |
| First Eagle Investment Management | 295.20K | 317.20K | 276.70K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 260.78K | 259.73K | 253.12K | 61.54K | 63.95K | 66.40K | 72.50K | 72.38K | 74.41K | 76.93K | 84.77K | 79.13K | 79.80K | 85.54K | 88.93K | — | — | — |
| Invesco Ltd | 184.06K | 321.12K | 305.92K | 72.23K | 46.61K | 46.50K | 41.47K | 46.44K | 52.93K | 199.72K | 231.65K | 244.14K | 312.53K | 278.25K | 411.66K | 311.28K | — | — |
| PSP Investments | 179.06K | 165.07K | 130.24K | 27.59K | 28.39K | 26.07K | 26.39K | 15.71K | 22.31K | 21.89K | 22.65K | 22.80K | 22.14K | 22.14K | 24.12K | — | — | — |
| Citadel Advisors | 154.57K | 151.28K | 66.87K | 58.95K | 72.70K | 30.16K | 17.48K | 46.48K | 77.15K | 10.77K | 8.14K | 40.27K | 58.93K | 57.22K | 15.08K | 44.81K | — | — |
| UBS Group AG | 154.52K | 224.22K | 145.56K | 18.86K | 13.35K | 16.49K | 16.65K | 6.73K | 14.85K | 11.57K | 4.99K | 16.19K | 16.96K | 18.58K | 21.58K | 4.49K | — | — |
| Legal & General Investment Management America | 151.60K | 150.29K | 150.62K | 38.88K | 39.21K | 38.47K | 38.62K | 39.23K | 38.63K | 32.07K | 30.58K | 29.77K | 28.61K | 28.39K | 28.66K | 4.34K | — | — |
| JPMorgan Chase & Co | 148.29K | 234.70K | 268.38K | 62.94K | 60.46K | 26.44K | 18.94K | 16.85K | 18.75K | 285 | 13.58K | 12.15K | 11.86K | 9.59K | 9.45K | 34.38K | — | — |
| Goldman Sachs Group | 143.08K | 350.83K | 334.96K | 50.67K | 47.01K | 29.93K | 42.06K | 32.73K | 67.63K | 47.80K | 34.30K | 36.98K | 43.33K | 31.24K | 38.35K | 6.98K | — | — |
| Wells Fargo & Co | 116.57K | 126.65K | 109.92K | 24.34K | 24.48K | 25.39K | 21.23K | 18.53K | 99.84K | 125.92K | 123.88K | 130.17K | 135.11K | 158.74K | 208.09K | 277.63K | — | — |