BV FINL INC (BVFL)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
68
Reporting holders
$67.3M
Reported value
38.4%
Of shares outstanding
0.0%
Held as options
+3
Holder change
Institutions report 3,250,173 shares against 8,470,604 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $14.6M | 764,934 | 0.00% | 12q | -8.4%-$1.3M |
| BlackRock, Inc. | $12.6M | 593,526 | 0.00% | 8q | +4.6%+$554.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.5M | 305,938 | 0.00% | 2q | -17.6%-$1.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $3.7M | 174,351 | 0.00% | 12q | +5.3%+$187.3K |
| GENDELL JEFFREY L | $3.0M | 141,262 | 0.03% | 12q | HELD |
| Oppenheimer & Close, LLC | $2.8M | 134,533 | 1.80% | 12q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $2.7M | 128,692 | 0.00% | 10q | +6.4%+$164.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.4M | 115,248 | 0.00% | 10q | HELD |
| STATE STREET CORP | $2.1M | 100,798 | 0.00% | 7q | -4.9%-$111.1K |
| STILWELL VALUE LLC | $1.7M | 80,000 | 0.97% | 12q | -11.1%-$211.8K |
| Beartown Capital Management, LLC | $1.3M | 60,616 | 0.56% | 3q | HELD |
| NORTHERN TRUST CORP | $1.1M | 52,896 | 0.00% | 12q | +4.8%+$51.4K |
| GOLDMAN SACHS GROUP INC | $1.1M | 51,050 | 0.00% | 4q | -18.6%-$247.8K |
| VANGUARD FIDUCIARY TRUST CO | $972.9K | 45,934 | 0.00% | 2q | +1.0%+$9.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $963.7K | 45,499 | 0.00% | 2q | +14.2%+$120.0K |
| HSBC HOLDINGS PLC | $855.8K | 39,888 | 0.00% | 4q | +5.2%+$42.2K |
| PANAGORA ASSET MANAGEMENT INC | $601.0K | 28,375 | 0.00% | 5q | HELD |
| MORGAN STANLEY | $567.1K | 26,775 | 0.00% | 12q | +22.8%+$105.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $532.7K | 25,149 | 0.01% | 4q | +6.7%+$33.4K |
| RITHOLTZ WEALTH MANAGEMENT | $489.6K | 23,114 | 0.00% | new | NEW |
| BARCLAYS PLC | $482.5K | 22,779 | 0.00% | 8q | -1.3%-$6.3K |
| STRS OHIO | $476.6K | 22,500 | 0.00% | 5q | +71.8%+$199.1K |
| BANK OF AMERICA CORP /DE/ | $470.5K | 22,215 | 0.00% | 11q | -6.5%-$33.0K |
| Empowered Funds, LLC | $469.1K | 22,149 | 0.00% | 2q | +7.7%+$33.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $464.7K | 21,941 | 0.00% | 5q | +8.9%+$37.8K |
| Sixth Street Partners Management Company, L.P. | $464.7K | 21,941 | 0.00% | new | NEW |
| COURIER CAPITAL LLC | $442.9K | 20,913 | 0.02% | 8q | HELD |
| Bank of New York Mellon Corp | $418.4K | 19,753 | 0.00% | 5q | +10.7%+$40.6K |
| CITADEL ADVISORS LLC | $395.6K | 18,677 | 0.00% | new | NEW |
| Saber Capital Managment, LLC | $366.7K | 17,314 | 0.25% | 4q | -45.1%-$301.9K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $320.3K | 15,121 | 0.00% | 4q | +110.0%+$167.7K |
| AQR CAPITAL MANAGEMENT LLC | $317.7K | 14,999 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $286.9K | 13,544 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $203.6K | 9,611 | 0.00% | 5q | -5.6%-$12.1K |
| DEUTSCHE BANK AG\ | $140.4K | 6,627 | 0.00% | 2q | +103.8%+$71.5K |
| WELLS FARGO & COMPANY/MN | $120.3K | 5,682 | 0.00% | 5q | +9.4%+$10.4K |
| Russell Investments Group, Ltd. | $116.2K | 5,488 | 0.00% | 4q | +275.4%+$85.3K |
| Vanguard Global Advisers, LLC | $79.7K | 3,762 | 0.00% | 2q | HELD |
| UBS Group AG | $73.0K | 3,446 | 0.00% | 12q | -14.6%-$12.4K |
| BNP PARIBAS FINANCIAL MARKETS | $70.2K | 3,315 | 0.00% | 5q | +98.9%+$34.9K |
| CITIGROUP INC | $66.3K | 3,131 | 0.00% | 11q | +132.6%+$37.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $66.2K | 3,125 | 0.00% | 5q | -2.6%-$1.8K |
| JPMORGAN CHASE & CO | $62.0K | 2,906 | 0.00% | 5q | +0.6% |
| Police & Firemen's Retirement System of New Jersey | $41.5K | 1,961 | 0.00% | 5q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $32.4K | 1,530 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $29.0K | 1,358 | 0.00% | 5q | +338.1%+$22.4K |
| Tower Research Capital LLC (TRC) | $23.1K | 1,092 | 0.00% | 4q | -21.3%-$6.3K |
| Blue Trust, Inc. | $22.7K | 1,070 | 0.00% | 2q | HELD |
| Ameritas Investment Partners, Inc. | $18.7K | 884 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $15.7K | 739 | 0.00% | 5q | +45.5%+$4.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $11.7K | 551 | 0.00% | new | NEW |
| FMR LLC | $9.4K | 442 | 0.00% | 4q | +13.9%+$1.1K |
| NEW YORK STATE COMMON RETIREMENT FUND | $6.4K | 300 | 0.00% | 5q | -94.0%-$99.5K |
| Arax Advisory Partners | $4.8K | 229 | 0.00% | 2q | +22800.0%+$4.8K |
| Integrated Wealth Concepts LLC | $3.0K | 144 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $2.7K | 128 | 0.00% | 5q | -43.9%-$2.1K |
| EverSource Wealth Advisors, LLC | $1.5K | 73 | 0.00% | 5q | +7.4% |
| GAMMA Investing LLC | $762 | 36 | 0.00% | 2q | HELD |
| Essential Partners LLC | $572 | 27 | 0.00% | 4q | -76.5%-$1.9K |
| Physician Wealth Advisors, Inc. | $530 | 25 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $466 | 22 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $234 | 11 | 0.00% | 3q | +83.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $233 | 11 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $148 | 7 | 0.00% | 3q | +133.3% |
| IFP Advisors, Inc | $127 | 6 | 0.00% | 4q | +200.0% |
| Basecamp Wealth Advisors LLC | $106 | 5 | 0.00% | new | FIRST |
| Covestor Ltd | $103 | 4,850 | 0.06% | 12q | +0.7% |
| Fortitude Family Office, LLC | $64 | 3 | 0.00% | new | NEW |
| True Wealth Design, LLC | $43 | 2 | 0.00% | new | NEW |
| Avion Wealth | $1 | 50 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | AllianceBernstein L.P. | 8.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 68 | $67.3M | 3,250,173 | 10 | 28 | 15 | 0.0% |
| Q1 2026 | 65 | $63.4M | 3,358,139 | 7 | 12 | 27 | 0.0% |
| Q4 2025 | 58 | $63.0M | 3,474,577 | 6 | 20 | 19 | 0.0% |
| Q3 2025 | 57 | $65.2M | 4,044,434 | 16 | 17 | 11 | 0.0% |
| Q2 2025 | 47 | $72.1M | 4,735,565 | 24 | 11 | 7 | 0.0% |
| Q1 2025 | 35 | $69.1M | 4,529,591 | 3 | 13 | 11 | 0.0% |
| Q4 2024 | 36 | $77.3M | 4,487,782 | 9 | 12 | 6 | 0.0% |
| Q3 2024 | 26 | $65.2M | 4,247,554 | 4 | 6 | 5 | 0.0% |
| Q2 2024 | 21 | $46.7M | 3,921,135 | 2 | 3 | 10 | 0.0% |
| Q1 2024 | 25 | $40.3M | 3,903,365 | 6 | 9 | 4 | 0.0% |
| Q4 2023 | 23 | $56.4M | 3,978,979 | 7 | 11 | 0 | 0.0% |
| Q3 2023 | 17 | $29.9M | 2,966,736 | 17 | 0 | 0 | 0.0% |