Cvd Equipment Corp (CVV) Institutional Ownership

Institutions by Trading Activity

9,250,000Shares Outstanding

290,799Shares held by institutions

$1,349,307Value of institutional holdings

3.17%Institutional ownership %

0.81%Shares Changed QoQ

6No. of institutional investors

The institutional landscape for Cvd Equipment Corp (NASDAQ:CVV) includes 6 filers as of the latest reporting cycle ending December 2025.

These investors collectively held 3.2% of the company's total shares outstanding in December 2025, down from 13.1% in September 2025.
In percentage terms, this reflects as a holdings change of 0.81% quarter on quarter, and a decrease of 75.00% year over year.
The latest 13F cycle for Cvd Equipment reveals that of 6 total investors, 3 funds grew their exposure, whereas 0 reduced theirs and 3 made no changes.
The aggregate institutional position in Cvd Equipment now stands at 293.23K shares as of December 2025, after investors increased their holdings (up by 2.37K shares quarter on quarter which is down 1.18Mn shares year over year).
With 290.70K shares, VANGUARD GROUP INC commands the largest institutional position in Cvd Equipment as of December 31, 2025, equating to 3.14% of the company.
Among the most significant buyers of Cvd Equipment during December 2025 were Allworth Financial LP (2.20K), UBS Group AG (113), Farther Finance Advisors, LLC (55).
The top 6 institutional holders of Cvd Equipment for the quarter ending December 2025 included VANGUARD GROUP INC (290.70K), Allworth Financial LP (2.20K), UBS Group AG (172), CALDWELL SUTTER CAPITAL, INC. (100), Farther Finance Advisors, LLC (55), SBI Securities Co., Ltd. (1).

290,799 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
AMH Equity Ltd	30 Sep, 2025	416,927	-7,821	-1.84%	$1,400,875.00
VANGUARD GROUP INC	30 Sep, 2025	290,698	0	0.00%	$976,745.00
RENAISSANCE TECHNOLOGIES LLC	30 Sep, 2025	163,082	20,400	14.30%	$547,956.00
Quinn Opportunity Partners LLC	30 Sep, 2025	82,544	0	0.00%	$277,348.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	71,689	3,556	5.22%	$240,875.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	66,201	324	0.49%	$222,488.00
CITADEL ADVISORS LLC	30 Sep, 2025	41,382	41,382	0.00%	$139,044.00
STATE STREET CORP	30 Sep, 2025	18,546	0	0.00%	$62,315.00
Cannell & Spears LLC	30 Sep, 2025	16,000	0	0.00%	$53,760.00
COMMONWEALTH EQUITY SERVICES, LLC	30 Sep, 2025	15,890	50	0.32%	$53.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	13,357	-12,415	-48.17%	$44,880.00
Beacon Pointe Advisors, LLC	30 Sep, 2025	11,099	11,099	0.00%	$37,293.00
MORGAN STANLEY	30 Sep, 2025	2,035	12	0.59%	$6,838.00
Tower Research Capital LLC (TRC)	30 Sep, 2025	1,353	49	3.76%	$4,546.00
OSAIC HOLDINGS, INC.	30 Sep, 2025	1,210	0	0.00%	$3,901.00
WELLS FARGO & COMPANY/MN	30 Sep, 2025	1,000	0	0.00%	$3,360.00
JONES FINANCIAL COMPANIES LLLP	30 Sep, 2025	688	688	0.00%	$2,243.00
CALDWELL SUTTER CAPITAL, INC.	30 Sep, 2025	100	0	0.00%	$336.00
UBS Group AG	30 Sep, 2025	59	17	40.48%	$198.00
BANK OF AMERICA CORP /DE/	30 Sep, 2025	50	-4	-7.41%	$168.00

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