CVD Equipment Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 290.70 K | $898.26 K | 0.00% | 4.22% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 153.88 K | $475.50 K | -5.64% | 2.24% |
| QUINN OPPORTUNITY PARTNERS LLC | 02/13/2026 | 82.54 K | $255.06 K | 0.00% | 1.20% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 68.36 K | $211.24 K | -4.64% | 0.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 66.84 K | $206.57 K | 0.96% | 0.97% |
| SPEARS ABACUS ADVISORS LLC | 02/17/2026 | 23.76 K | $73.41 K | 48.49% | 0.35% |
| STATE STREET CORP | 02/13/2026 | 18.55 K | $57.31 K | 0.00% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 16.11 K | $49.78 K | 1.38% | 0.23% |
| CITADEL ADVISORS LLC | 02/17/2026 | 15.94 K | $49.26 K | -61.48% | 0.23% |
| DRW SECURITIES, LLC | 02/12/2026 | 14.60 K | $45.10 K | 100.00% | 0.21% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 10.84 K | $33.50 K | -2.33% | 0.16% |
| CITIGROUP INC | 02/13/2026 | 2.34 K | $7.23 K | 100.00% | 0.03% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 2.20 K | $6.80 K | 100.00% | 0.03% |
| BLACKROCK, INC. | 02/12/2026 | 2.20 K | $6.80 K | 100.00% | 0.03% |
| MORGAN STANLEY | 02/13/2026 | 2.04 K | $6.29 K | 0.00% | 0.03% |
| CURIO WEALTH, LLC | 02/11/2026 | 2.00 K | $6.04 K | 100.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.25 K | $3.86 K | -7.61% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.21 K | $3.74 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.00 K | $3.09 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 688 | $2.13 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 172 | $532 | 191.53% | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 100 | $309 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 55 | $170 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 51 | $158 | 2.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 1 | $3 | 0.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
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CVD Equipment Corp. institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of CVD Equipment Corp.. The most heavily invested institutionals were:
LPL Financial LLC: 137,541
DIMENSIONAL FUND ADVISORS LP: 68,363
VANGUARD FIDUCIARY TRUST CO: 35,512
GSA CAPITAL PARTNERS LLP: 14,430
Vanguard Global Advisers, LLC: 3,423
CURIO WEALTH, LLC: 2,000
11.30% of CVD Equipment Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.77 M shares in the last 24 months. This purchase volume represents approximately $6.84 M in transactions.