Vault-13

CVD EQUIP CORP CVV

COM · Common Stock · CUSIP 126601103

22 institutional holders -2 vs Q2 2025
1,213,9141.2m shares reported held*
17.5% of all shares outstanding*
$4.1mreported value*
3 new 8 added 3 reduced 4 sold out net bought ≈ $110.4k (+32.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 6.9m as of 2025-11-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.36.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 19Q4 22: 21Q1 23: 24Q2 23: 25Q3 23: 24Q4 23: 23Q1 24: 24Q2 24: 25Q3 24: 26Q4 24: 24Q1 25: 25Q2 25: 24Q3 25: 2222Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202219
Q4 202221
Q1 202324
Q2 202325
Q3 202324
Q4 202323
Q1 202424
Q2 202425
Q3 202426
Q4 202424
Q1 202525
Q2 202524
Q3 202522

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 23: 12 bought or addedQ4 23: 7 cut or sold outQ1 24: 7 bought or addedQ1 24: 7 cut or sold outQ1 24Q2 24: 6 bought or addedQ2 24: 10 cut or sold outQ3 24: 8 bought or addedQ3 24: 10 cut or sold outQ3 24Q4 24: 7 bought or addedQ4 24: 11 cut or sold outQ1 25: 8 bought or addedQ1 25: 11 cut or sold outQ1 25Q2 25: 11 bought or addedQ2 25: 8 cut or sold outQ3 25: 11 bought or addedQ3 25: 7 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023127
Q1 202477
Q2 2024610
Q3 2024810
Q4 2024711
Q1 2025811
Q2 2025118
Q3 2025117

Biggest buyers

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -12,415-12.4k
AMH Equity Ltd Reduced -7,821-7.8k
CURIO WEALTH, LLC Sold out -2,000-2.0k
BlackRock, Inc. Sold out -707-707
RAYMOND JAMES FINANCIAL INC Sold out -239-239
IFP Advisors, Inc Sold out -155-155
BANK OF AMERICA CORP /DE/ Reduced -4-4

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Leviticus Partners LP (5.0%, 2026-01-21)

Insider purchases and sales in Q3 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMH Equity Ltd 1.76% of their portfolio Great Neck, NY 416,927416.9k $1.4m $1.4m 1.76% Reduced -7.8k -7,821
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 290,698290.7k $976.7k $976.7k 0.00% Unchanged
3 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 163,082163.1k $548.0k $548.0k 0.00% Added +20.4k +20,400
4 Quinn Opportunity Partners LLC 0.02% of their portfolio CHARLOTTESVILLE, VA 82,54482.5k $277.3k $277.3k 0.02% Unchanged
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 71,68971.7k $240.9k $240.9k 0.00% Added +3.6k +3,556
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 66,20166.2k $222.5k $222.5k 0.00% Added +324 +324
7 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,38241.4k $139.0k $139.0k 0.00% Added +20.0k +20,011
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 18,54618.5k $62.3k $62.3k 0.00% Unchanged
9 Cannell & Spears LLC 0.00% of their portfolio NEW YORK, NY 16,00016.0k $53.8k $53.8k 0.00% Unchanged
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,89015.9k $53.0k $53.0k 0.00% Added +50 +50
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 13,35713.4k $44.9k $44.9k 0.00% Reduced -12.4k -12,415
12 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 11,09911.1k $37.3k $37.3k 0.00% New
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,0352.0k $6.8k $6.8k 0.00% Added +12 +12
14 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,3531.4k $4.5k $4.5k 0.00% Added +49 +49
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,2101.2k $3.9k $3.9k 0.00% Unchanged
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0001.0k $3.4k $3.4k 0.00% Unchanged
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 688688 $2.2k $2.2k 0.00% New
18 CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio SAUSALITO, CA 100100 $336 $336 0.00% Unchanged
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 5959 $198 $198 0.00% Added +17 +17
20 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5050 $168 $168 0.00% Reduced -4 -4
21 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33 $10 $10 0.00% New
22 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 11 $3 $3 0.00% Unchanged