MVB FINL CORP (MVBF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
106
Reporting holders
$214.6M
Reported value
57.1%
Of shares outstanding
0.0%
Held as options
+0
Holder change
Institutions report 7,405,373 shares against 12,967,507 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 |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $51.2M | 1,763,416 | 0.01% | 31q | HELD |
| BlackRock, Inc. | $30.2M | 1,039,372 | 0.00% | 8q | +10.7%+$2.9M |
| DIMENSIONAL FUND ADVISORS LP | $15.5M | 533,007 | 0.00% | 31q | +5.2%+$765.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $15.0M | 517,571 | 0.00% | 2q | +2.5%+$369.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.0M | 311,400 | 0.00% | 31q | +15.4%+$1.2M |
| AMERIPRISE FINANCIAL INC | $8.0M | 276,860 | 0.00% | 4q | -43.9%-$6.3M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $7.5M | 257,731 | 0.30% | 2q | +120.1%+$4.1M |
| STATE STREET CORP | $7.1M | 243,885 | 0.00% | 31q | +0.7%+$48.4K |
| ENDEAVOUR CAPITAL ADVISORS INC | $5.3M | 182,719 | 1.09% | 26q | -2.8%-$150.9K |
| KENNEDY CAPITAL MANAGEMENT LLC | $3.6M | 122,447 | 0.06% | 3q | -1.5%-$55.6K |
| BANC FUNDS CO LLC | $3.4M | 116,010 | 0.56% | 31q | +27.1%+$718.5K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $3.3M | 112,129 | 0.03% | 3q | +28.3%+$717.1K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 98,345 | 0.05% | 23q | -15.0%-$502.7K |
| NORTHERN TRUST CORP | $2.7M | 92,992 | 0.00% | 31q | +5.3%+$136.6K |
| Pure Financial Advisors, LLC | $2.5M | 84,824 | 0.03% | 24q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3M | 79,559 | 0.00% | 2q | +22.9%+$430.5K |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 78,124 | 0.00% | 2q | HELD |
| CITADEL ADVISORS LLC | $2.3M | 77,679 | 0.00% | 11q | +1.9%+$41.9K |
| Kestra Advisory Services, LLC | $2.2M | 75,000 | 0.01% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $1.8M | 61,656 | 0.00% | 25q | -20.5%-$461.1K |
| Bank of New York Mellon Corp | $1.8M | 61,345 | 0.00% | 31q | +6.0%+$100.0K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.7M | 59,770 | 0.01% | 2q | +0.7%+$11.6K |
| MORGAN STANLEY | $1.7M | 56,957 | 0.00% | 35q | +14.8%+$213.0K |
| Qube Research & Technologies Ltd | $1.6M | 56,004 | 0.00% | 2q | +66.0%+$645.9K |
| TWO SIGMA INVESTMENTS, LP | $1.6M | 55,840 | 0.00% | 4q | -8.4%-$149.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.6M | 54,309 | 0.00% | 3q | HELD |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 56,331 | 0.00% | 17q | +1.8%+$24.8K |
| Nuveen, LLC | $1.4M | 47,096 | 0.00% | 6q | +2.7%+$36.4K |
| Squarepoint Ops LLC | $1.3M | 46,309 | 0.00% | 2q | -12.3%-$188.9K |
| Cerity Partners LLC | $1.3M | 46,126 | 0.00% | 17q | +42.3%+$397.9K |
| Empowered Funds, LLC | $1.2M | 40,816 | 0.01% | 2q | +7.9%+$86.2K |
| GOLDMAN SACHS GROUP INC | $1.2M | 40,487 | 0.00% | 28q | -44.2%-$930.6K |
| Sippican Capital Advisors | $1.2M | 39,918 | 0.71% | 10q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 38,132 | 0.00% | 5q | +16.9%+$159.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $972.4K | 33,520 | 0.00% | 31q | +14.9%+$125.8K |
| Sixth Street Partners Management Company, L.P. | $972.4K | 33,520 | 0.00% | new | NEW |
| Quantinno Capital Management LP | $953.0K | 32,849 | 0.00% | 5q | +15.1%+$125.1K |
| FIRST MANHATTAN CO. LLC. | $870.3K | 30,000 | 0.00% | 25q | +5.3%+$43.5K |
| Trexquant Investment LP | $795.6K | 27,426 | 0.00% | 5q | +7.4%+$55.0K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $791.8K | 27,293 | 0.03% | 3q | HELD |
| PRUDENTIAL FINANCIAL INC | $765.9K | 26,400 | 0.00% | 14q | -3.9%-$31.0K |
| McKinley Carter Wealth Services, Inc. | $750.7K | 25,877 | 0.04% | 31q | HELD |
| HOGE FINANCIAL SERVICES, LLC | $689.4K | 23,764 | 0.33% | 11q | +0.6%+$4.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | $632.4K | 21,800 | 0.00% | 5q | +12.1%+$68.5K |
| J.W. COLE ADVISORS, INC. | $602.5K | 20,770 | 0.01% | new | NEW |
| Daytona Street Capital LLC | $560.5K | 19,620 | 0.41% | 3q | HELD |
| Cresset Asset Management, LLC | $523.0K | 18,028 | 0.00% | 21q | +0.6%+$3.1K |
| D. E. Shaw & Co., Inc. | $491.6K | 16,947 | 0.00% | 6q | +21.3%+$86.2K |
| First National Trust Co | $455.0K | 15,683 | 0.02% | 19q | HELD |
| RHUMBLINE ADVISERS | $433.6K | 14,948 | 0.00% | 31q | +3.8%+$15.8K |
| BARCLAYS PLC | $404.3K | 13,936 | 0.00% | 31q | -5.2%-$22.3K |
| WELLS FARGO & COMPANY/MN | $403.4K | 13,905 | 0.00% | 31q | -43.0%-$304.3K |
| Invesco Ltd. | $376.1K | 12,966 | 0.00% | 10q | +25.9%+$77.4K |
| DEUTSCHE BANK AG\ | $335.6K | 11,568 | 0.00% | 7q | +36.1%+$89.0K |
| CM WEALTH ADVISORS LLC | $334.1K | 11,516 | 0.06% | new | NEW |
| STRS OHIO | $316.2K | 10,900 | 0.00% | 8q | +22.5%+$58.0K |
| PNC Financial Services Group, Inc. | $270.3K | 9,316 | 0.00% | 21q | HELD |
| BANK OF AMERICA CORP /DE/ | $269.8K | 9,300 | 0.00% | 31q | -20.0%-$67.5K |
| XTX Topco Ltd | $236.7K | 8,158 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $236.0K | 8,134 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $227.5K | 7,842 | 0.00% | 31q | -2.6%-$6.1K |
| Canton Hathaway, LLC | $219.7K | 7,574 | 0.04% | 20q | HELD |
| MetLife Investment Management, LLC | $188.8K | 6,509 | 0.00% | 21q | +2.5%+$4.6K |
| CITIGROUP INC | $186.6K | 6,431 | 0.00% | 31q | +248.6%+$133.0K |
| Russell Investments Group, Ltd. | $180.5K | 6,222 | 0.00% | 27q | +487.5%+$149.8K |
| UBS Group AG | $175.0K | 6,032 | 0.00% | 15q | -43.9%-$136.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $158.5K | 5,463 | 0.00% | 9q | +2.8%+$4.4K |
| JPMORGAN CHASE & CO | $150.3K | 5,155 | 0.00% | 31q | +12.1%+$16.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $139.1K | 4,796 | 0.00% | 31q | HELD |
| Vanguard Global Advisers, LLC | $122.7K | 4,229 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $110.0K | 3,791 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $88.9K | 3,066 | 0.00% | 7q | HELD |
| Versant Capital Management, Inc | $62.7K | 2,163 | 0.01% | 5q | HELD |
| ROYAL BANK OF CANADA | $56.0K | 1,910 | 0.00% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $48.1K | 1,659 | 0.00% | 12q | HELD |
| Tower Research Capital LLC (TRC) | $42.5K | 1,465 | 0.00% | 25q | -60.7%-$65.7K |
| Arax Advisory Partners | $35.5K | 1,225 | 0.00% | 6q | +264.6%+$25.8K |
| Legal & General Group Plc | $35.3K | 1,217 | 0.00% | 31q | +16.8%+$5.1K |
| Ameritas Investment Partners, Inc. | $32.5K | 1,120 | 0.00% | 31q | HELD |
| PIER 88 INVESTMENT PARTNERS LLC | $29.0K | 1,000 | 0.01% | 2q | -90.7%-$284.3K |
| GAMMA Investing LLC | $24.6K | 848 | 0.00% | 9q | HELD |
| FIFTH THIRD BANCORP | $16.0K | 550 | 0.00% | 13q | HELD |
| Allworth Financial LP | $11.6K | 399 | 0.00% | 5q | +1.8% |
| CITY HOLDING CO | $11.0K | 380 | 0.00% | 19q | HELD |
| FIRST HORIZON CORP | $8.7K | 300 | 0.00% | 4q | HELD |
| FMR LLC | $8.0K | 277 | 0.00% | 18q | +8.2% |
| Sterling Capital Management LLC | $6.9K | 239 | 0.00% | 8q | -35.4%-$3.8K |
| NISA INVESTMENT ADVISORS, LLC | $5.1K | 177 | 0.00% | 9q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $4.3K | 150 | 0.00% | 5q | HELD |
| Parallel Advisors, LLC | $4.0K | 139 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $3.7K | 129 | 0.00% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $3.2K | 112 | 0.00% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.2K | 110 | 0.00% | 2q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $2.9K | 100,404 | 0.00% | 10q | -10.7% |
| SIGNATUREFD, LLC | $2.0K | 70 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $1.8K | 63 | 0.00% | 7q | +50.0% |
| EverSource Wealth Advisors, LLC | $1.8K | 62 | 0.00% | 15q | -81.1%-$7.7K |
| Quarry LP | $1.7K | 59 | 0.00% | new | NEW |
| Essential Partners LLC | $1.7K | 57 | 0.00% | 5q | -44.7%-$1.3K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.4K | 46,982 | 0.00% | 21q | +17.6% |
Showing the largest 100 of 110 reported holders.
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 | 106 | $214.6M | 7,405,373 | 13 | 42 | 22 | 0.0% |
| Q1 2026 | 106 | $180.6M | 7,217,328 | 13 | 33 | 27 | 0.7% |
| Q4 2025 | 100 | $175.7M | 6,792,068 | 17 | 23 | 27 | 0.1% |
| Q3 2025 | 91 | $173.2M | 6,913,459 | 12 | 30 | 20 | 0.0% |
| Q2 2025 | 85 | $150.6M | 6,682,181 | 11 | 24 | 26 | 0.0% |
| Q1 2025 | 79 | $119.3M | 6,887,309 | 9 | 24 | 18 | 0.0% |
| Q4 2024 | 78 | $141.4M | 6,825,629 | 9 | 29 | 12 | 0.1% |
| Q3 2024 | 77 | $122.7M | 6,338,115 | 8 | 24 | 19 | 0.0% |
| Q2 2024 | 72 | $119.0M | 6,384,144 | 5 | 28 | 18 | 0.0% |
| Q1 2024 | 70 | $124.3M | 5,569,732 | 7 | 21 | 21 | 0.0% |
| Q4 2023 | 69 | $125.9M | 5,580,991 | 6 | 23 | 14 | 0.0% |
| Q3 2023 | 62 | $115.9M | 5,131,751 | 7 | 16 | 20 | 0.0% |
| Q2 2023 | 61 | $108.4M | 5,141,721 | 5 | 30 | 11 | 0.0% |
| Q1 2023 | 63 | $97.0M | 4,701,833 | 8 | 26 | 13 | 0.0% |
| Q4 2022 | 56 | $93.2M | 4,231,836 | 5 | 20 | 11 | 0.0% |
| Q3 2022 | 69 | $159.4M | 5,728,458 | 4 | 21 | 20 | 0.0% |
| Q2 2022 | 75 | $179.1M | 5,754,981 | 12 | 21 | 20 | 0.0% |
| Q1 2022 | 74 | $227.1M | 5,472,188 | 6 | 15 | 27 | 0.0% |
| Q4 2021 | 80 | $233.9M | 5,635,377 | 5 | 22 | 22 | 0.0% |
| Q3 2021 | 78 | $233.7M | 5,458,090 | 8 | 32 | 18 | 0.0% |
| Q2 2021 | 74 | $226.2M | 5,301,112 | 12 | 26 | 18 | 0.0% |
| Q1 2021 | 72 | $169.0M | 4,994,001 | 17 | 17 | 24 | 0.0% |
| Q4 2020 | 58 | $101.4M | 4,470,237 | 8 | 22 | 15 | 0.0% |
| Q3 2020 | 56 | $74.3M | 4,654,044 | 4 | 15 | 19 | 0.0% |
| Q2 2020 | 56 | $60.1M | 4,518,107 | 8 | 20 | 12 | 0.0% |
| Q1 2020 | 55 | $58.6M | 4,599,656 | 7 | 17 | 19 | 0.0% |
| Q4 2019 | 52 | $125.8M | 5,049,039 | 7 | 25 | 10 | 0.0% |
| Q3 2019 | 50 | $85.4M | 4,302,063 | 6 | 21 | 10 | 0.0% |
| Q2 2019 | 44 | $69.1M | 4,073,875 | 5 | 17 | 6 | 0.0% |
| Q1 2019 | 42 | $59.9M | 3,926,507 | 0 | 13 | 10 | 0.0% |
| Q4 2018 | 46 | $72.7M | 4,046,392 | 0 | 0 | 2 | 0.0% |