Security Snapshot

CVD EQUIPMENT CORP - Common Stock (CVV) Institutional Ownership

CUSIP: 126601103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

28

Shares (Excl. Options)

1,048,527

Price

$4.14

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+271,112
Value change
+$1,195,287
Number of holders
28
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
6,917,460
SEC-reported price per share
$8.05
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CVV - CVD EQUIPMENT CORP - Common Stock is tracked under CUSIP 126601103.
  • 28 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 25 to 28 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $2,402,119 to $4,341,214.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 28 institutions filings for Q1 2026.

Open SEC evidence

Security key

126601103

Latest holder period

Q1 2026

13F holders

28

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
CVV
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Leviticus Partners LP 5% -20% $1,131,005 -$274,271 345,873 -20% Leviticus Partners LP 16 Jan 2026

As of 31 Mar 2026, 28 institutional investors reported holding 1,048,527 shares of CVD EQUIPMENT CORP - Common Stock (CVV). This represents 15% of the company’s total 6,917,460 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
15%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 3.6% 251,763 0% 0% $1,042,299
RENAISSANCE TECHNOLOGIES LLC 2.6% 180,882 +18% 0% $748,851
LPL Financial LLC 2% 137,541 0% $569,420
HRT FINANCIAL LP 1.2% 84,256 0% $348,000
Quinn Opportunity Partners LLC 1.2% 82,544 0% 0.02% $341,732
GEODE CAPITAL MANAGEMENT, LLC 1% 71,437 +6.9% 0% $295,815
DIMENSIONAL FUND ADVISORS LP 0.99% 68,363 0% 0% $283,023
VANGUARD FIDUCIARY TRUST CO 0.51% 35,512 0% 0% $147,020
CITADEL ADVISORS LLC 0.45% 31,099 +95% 0% $128,750
XTX Topco Ltd 0.39% 26,708 0% $110,571
STATE STREET CORP 0.31% 21,546 +16% 0% $89,200
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.21% 14,523 0% $60,125
GSA CAPITAL PARTNERS LLP 0.21% 14,430 0% $60,000
Virtu Financial LLC 0.19% 13,472 0% $56,000
Vanguard Global Advisers, LLC 0.05% 3,423 0% 0% $14,171
SOA Wealth Advisors, LLC. 0.04% 2,771 0% $11,472
CURIO WEALTH, LLC 0.03% 2,000 0% 0% $8,280
MORGAN STANLEY 0.03% 1,965 -3.4% 0% $8,135
OSAIC HOLDINGS, INC. 0.02% 1,210 0% 0% $5,009
UBS Group AG 0.02% 1,152 +570% 0% $4,769
WELLS FARGO & COMPANY/MN 0.01% 1,000 0% 0% $4,140
JONES FINANCIAL COMPANIES LLLP 0.01% 688 0% 0% $3,426
CALDWELL SUTTER CAPITAL, INC. 0% 100 0% 0% $414
CITIGROUP INC 0% 58 -98% 0% $240
Farther Finance Advisors, LLC 0% 55 0% 0% $231

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,048,527 $4,341,214 +$1,195,287 $4.14 28
2025 Q4 777,415 $2,402,119 -$64,223 $3.09 25
2025 Q3 1,213,914 $4,078,182 +$111,545 $3.36 22
2025 Q2 1,181,046 $3,519,358 -$602,081 $2.98 23
2025 Q1 1,380,129 $4,237,188 -$316,977 $3.07 23
2024 Q4 1,471,213 $6,473,714 -$80,572 $4.40 23
2024 Q3 1,487,837 $4,924,693 -$14,826 $3.31 25
2024 Q2 1,492,279 $5,804,571 -$239,566 $3.89 23
2024 Q1 1,538,944 $7,249,010 +$211,399 $4.71 23
2023 Q4 1,493,917 $6,618,678 -$2,965,464 $4.43 21
2023 Q3 1,888,190 $12,643,946 -$251,425 $6.65 22
2023 Q2 1,923,893 $14,178,342 -$445,624 $7.37 23
2023 Q1 1,912,360 $25,432,147 +$9,053,412 $13.30 23
2022 Q4 1,239,513 $6,828,226 +$34,444 $5.51 19
2022 Q3 1,234,394 $6,420,908 -$27,038 $5.20 17
2022 Q2 1,239,253 $4,895,000 +$68,511 $3.95 16
2022 Q1 1,222,014 $5,473,000 -$139,762 $4.48 14
2021 Q4 1,253,007 $5,173,000 +$3,188 $4.13 14
2021 Q3 591,928 $2,707,000 +$72,546 $4.57 11
2021 Q2 576,248 $2,591,000 -$261,697 $4.49 10
2021 Q1 635,691 $2,763,653 +$390,013 $4.34 13
2020 Q4 550,104 $1,995,000 -$655,117 $3.62 13
2020 Q3 773,238 $2,366,000 +$13,859 $3.06 12
2020 Q2 769,107 $2,336,000 -$278,144 $3.08 14
2020 Q1 884,810 $2,103,000 -$155,007 $2.37 15
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