CVV Institutional Ownership & Shareholders

CVD EQUIPMENT CORP (CVV) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of CVV tracked by InsiderSet, reporting ownership valued at approximately $1.48M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $781,571.025, representing an estimated loss of -47.31% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed CVV value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Lpl Financial Llc, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in CVD EQUIPMENT CORP (CVV).

This page ranks the largest institutional CVV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

31

Total Reported Value

$8.63M

Largest Holder

Vanguard Capital Management Llc

Largest Position

$1.48M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

45

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Vanguard Capital Management Llc0.00%199,635$1,483,288$781,571-$701,717-47.31%
Lpl Financial Llc0.00%144,441$1,073,197$565,487-$507,710-47.31%
Renaissance Technologies LLCJim Simons0.00%135,748$1,008,608$531,453-$477,155-47.31%
Jane Street Group, Llc0.00%133,877$994,706$524,128-$470,578-47.31%
Quinn Opportunity Partners Llc0.03%82,544$613,302$323,160-$290,142-47.31%
Dimensional Fund Advisors Lp0.00%74,774$555,570$292,740-$262,830-47.31%
Geode Capital Management, Llc0.00%68,446$508,680$267,966-$240,714-47.32%
Citadel Advisors Llc0.00%55,939$415,627$219,001-$196,626-47.31%
Myda Advisors Llc0.09%48,187$358,029$188,652-$169,377-47.31%
Vanguard Fiduciary Trust Co0.00%35,727$265,452$139,871-$125,581-47.31%
Algert Global Llc0.00%30,106$223,688$117,865-$105,823-47.31%
Xtx Topco Ltd0.00%29,243$217,275$114,486-$102,789-47.31%
Hrt Financial Lp0.00%23,014$170,000$90,100-$79,900-47.00%
State Street Corp0.00%21,546$160,087$84,353-$75,734-47.31%
Blackrock, Inc.0.00%17,504$130,055$68,528-$61,527-47.31%
Two Sigma Investments, Lp0.00%15,053$111,844$58,932-$52,912-47.31%
Northern Trust Corp0.00%12,928$96,055$50,613-$45,442-47.31%
Morgan Stanley0.00%11,044$82,057$43,237-$38,820-47.31%
Kestra Advisory Services, Llc0.00%13,799$57,749$54,023-$3,726-6.45%
Ubs Group Ag0.00%3,459$25,700$13,542-$12,158-47.31%
Vanguard Global Advisers, Llc0.00%3,423$25,433$13,401-$12,032-47.31%
Soa Wealth Advisors, Llc.0.00%2,771$20,589$10,848-$9,741-47.31%
Tower Research Capital Llc (Trc)0.00%1,795$13,337$7,027-$6,310-47.31%
Osaic Holdings, Inc.0.00%1,210$8,989$4,737-$4,252-47.30%
Wells Fargo & Company/Mn0.00%1,000$7,430$3,915-$3,515-47.31%
Royal Bank Of Canada0.00%68$1,000$266-$734-73.38%
Caldwell Sutter Capital, Inc.0.00%100$743$392-$352-47.31%
Fmr Llc0.00%100$743$392-$352-47.31%
Farther Finance Advisors, Llc0.00%55$230$215-$15-6.38%
Sbi Securities Co., Ltd.0.00%20$84$78-$6-6.79%
Russell Investments Group, Ltd.0.00%11$82$43-$39-47.48%
Showing 31 of 31

Frequently asked questions about CVV

  • Who are the largest institutional holders of CVV?

    The largest institutional holders of CVV reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Lpl Financial Llc, Renaissance Technologies LLC, Jane Street Group, Llc, and Quinn Opportunity Partners Llc. InsiderSet ranks institutional holders by their latest reported CVV position.

  • What is CVV institutional ownership?

    This page tracks CVV positions reported by institutional investment managers through SEC Form 13F. CVD EQUIPMENT CORP (CVV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own CVV?

    InsiderSet currently tracks 31 institutional managers reporting CVV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CVV shareholders.

  • How much CVV stock do institutions own?

    Institutional investment managers disclosed approximately $8.63M in CVV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was CVV institutional ownership last updated?

    The latest CVV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional CVV holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CVV position after the reporting date.

  • Are institutions buying or selling CVV?

    Institutional buying and selling can be analyzed by comparing CVV positions across consecutive 13F reporting periods. InsiderSet's CVV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CVV ownership changes.

  • How has CVV institutional ownership changed over time?

    InsiderSet tracks CVV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.