| 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 30 Sep 2025, 22 institutional investors reported holding 1,213,914 shares of CVD EQUIPMENT CORP - Common Stock (CVV). This represents 18% of the company’s total 6,917,460 outstanding shares.
The largest institutional shareholders of CVD EQUIPMENT CORP - Common Stock (CVV) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| AMH Equity Ltd | 6% | 416,927 | -1.8% | 1.8% | $1,400,875 |
| VANGUARD GROUP INC | 4.2% | 290,698 | 0% | 0% | $976,745 |
| RENAISSANCE TECHNOLOGIES LLC | 2.4% | 163,082 | +14% | 0% | $547,956 |
| Quinn Opportunity Partners LLC | 1.2% | 82,544 | 0% | 0.02% | $277,348 |
| DIMENSIONAL FUND ADVISORS LP | 1% | 71,689 | +5.2% | 0% | $240,875 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.96% | 66,201 | +0.49% | 0% | $222,488 |
| CITADEL ADVISORS LLC | 0.6% | 41,382 | +94% | 0% | $139,044 |
| STATE STREET CORP | 0.27% | 18,546 | 0% | 0% | $62,315 |
| Cannell & Spears LLC | 0.23% | 16,000 | 0% | 0% | $53,760 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.23% | 15,890 | +0.32% | 0% | $53,000 |
| GOLDMAN SACHS GROUP INC | 0.19% | 13,357 | -48% | 0% | $44,880 |
| Beacon Pointe Advisors, LLC | 0.16% | 11,099 | 0% | $37,293 | |
| MORGAN STANLEY | 0.03% | 2,035 | +0.59% | 0% | $6,838 |
| Tower Research Capital LLC (TRC) | 0.02% | 1,353 | +3.8% | 0% | $4,546 |
| OSAIC HOLDINGS, INC. | 0.02% | 1,210 | 0% | 0% | $3,901 |
| WELLS FARGO & COMPANY/MN | 0.01% | 1,000 | 0% | 0% | $3,360 |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 688 | 0% | $2,243 | |
| CALDWELL SUTTER CAPITAL, INC. | 0% | 100 | 0% | 0% | $336 |
| UBS Group AG | 0% | 59 | +40% | 0% | $198 |
| BANK OF AMERICA CORP /DE/ | 0% | 50 | -7.4% | 0% | $168 |
| BARCLAYS PLC | 0% | 3 | 0% | $10 | |
| SBI Securities Co., Ltd. | 0% | 1 | 0% | 0% | $3 |
| CURIO WEALTH, LLC | 0% | 0 | -100% | $0 | |
| RAYMOND JAMES FINANCIAL INC | 0% | 0 | -100% | $0 | |
| BlackRock, Inc. | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |
| 2019 Q4 | 943,783 | $3,036,000 | +$1,921 | $3.22 | 16 |
| 2019 Q3 | 944,072 | $3,129,000 | -$73,348 | $3.31 | 17 |
| 2019 Q2 | 965,300 | $3,523,000 | -$363,618 | $3.65 | 16 |
| 2019 Q1 | 1,058,472 | $4,158,000 | -$282,808 | $3.93 | 17 |
| 2018 Q4 | 1,136,954 | $4,034,000 | -$915,543 | $3.55 | 19 |
| 2018 Q3 | 1,371,899 | $8,437,000 | -$75,167 | $6.15 | 23 |
| 2018 Q2 | 1,382,824 | $9,210,000 | -$39,561 | $6.66 | 23 |
| 2018 Q1 | 1,375,421 | $12,558,000 | -$114,004 | $9.13 | 26 |
| 2017 Q4 | 1,382,426 | $16,060,000 | +$1,071,479 | $11.62 | 25 |
| 2017 Q3 | 1,289,429 | $14,123,000 | +$855,742 | $10.99 | 22 |
| 2017 Q2 | 1,211,544 | $13,412,000 | +$810,342 | $11.07 | 21 |
| 2017 Q1 | 1,138,403 | $11,839,000 | +$131,882 | $10.38 | 20 |
| 2016 Q4 | 1,147,483 | $9,958,000 | +$902,567 | $8.68 | 23 |
| 2016 Q3 | 1,043,023 | $8,730,000 | -$36,218 | $8.37 | 23 |
| 2016 Q2 | 1,046,812 | $8,981,000 | +$322,529 | $8.58 | 20 |
| 2016 Q1 | 1,018,743 | $8,566,000 | +$59,873 | $8.41 | 21 |
| 2015 Q4 | 1,008,556 | $10,166,000 | +$125,961 | $10.07 | 21 |
| 2015 Q3 | 994,566 | $10,974,000 | -$135,918 | $11.01 | 22 |
| 2015 Q2 | 1,006,004 | $11,224,000 | +$354,594 | $11.15 | 19 |
| 2015 Q1 | 970,300 | $13,377,000 | +$1,337,407 | $13.79 | 19 |
| 2014 Q4 | 872,153 | $12,540,097 | -$454,879 | $14.39 | 18 |
| 2014 Q3 | 816,350 | $10,561,973 | -$399,001 | $12.94 | 17 |
| 2014 Q2 | 847,443 | $10,261,963 | -$976,387 | $12.11 | 21 |
| 2014 Q1 | 917,659 | $12,812,214 | +$2,956,213 | $13.97 | 20 |