Go Pro
→ The world’s least risky AI stock? (From Stansberry Research) (Ad)tc pixel Free MVBF Stock Alerts

Mvb Financial (MVBF) Institutional Ownership

Mvb Financial logo
$30.82 +0.23 (+0.74%)
As of 11:34 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Mvb Financial (NASDAQ:MVBF)

Current
Institutional Ownership
Percentage
52.72%
Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$71.60M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.15M
Get MVBF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Mvb Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MVBF Institutional Buying and Selling by Quarter

Mvb Financial Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2026 CM Wealth Advisors LLC11,516$334K0.1%N/A0.089%
8/7/2026 BlackRock Inc.1,039,372$30.15M0.0%N/A8.088%
8/7/2026 Deutsche Bank AG11,568$336K0.0%N/A0.090%
8/7/2026 OneDigital Investment Advisors LLC8,134$236K0.0%N/A0.063%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor 112,129$3.25M0.0%N/A0.873%
8/6/2026 Bank of New York Mellon Corp61,345$1.78M0.0%N/A0.477%
6/16/2026Empowered Funds LLC37,845$940K0.0%+9.9%0.295%
5/19/2026Bank of America Corp DE11,627$289K0.0%+6.3%0.090%
5/18/2026Empowered Funds LLC37,845$940K0.0%+9.9%0.295%
5/16/2026Quantinno Capital Management LP28,537$709K0.0%+2.6%0.222%
5/14/2026Arrowstreet Capital Limited Partnership54,309$1.35M0.0%+7.5%0.423%
5/14/2026Sei Investments Co.10,974$272K0.0%N/A0.085%
5/7/2026 Dimensional Fund Advisors LP506,608$12.58M0.0%+4.0%3.942%
5/5/2026 Bank of New York Mellon Corp57,897$1.44M0.0%+4.7%0.451%
4/23/2026 Sippican Capital Advisors39,918$991K0.7%-3.5%0.311%
4/21/2026 Hoge Financial Services LLC23,622$587K0.3%-29.0%0.184%
2/19/2026Invesco Ltd.11,457$296K0.0%-10.4%0.090%
2/18/2026Empowered Funds LLC34,425$889K0.0%+21.9%0.271%
2/18/2026Wellington Management Group LLP1,775,849$45.87M0.0%-0.4%13.961%
2/18/2026Bridgeway Capital Management LLC117,125$3.03M0.1%+5.6%0.921%
2/17/2026AQR Capital Management LLC27,396$708K0.0%+3.6%0.215%
2/17/2026Trexquant Investment LP29,464$761K0.0%+52.1%0.232%
2/17/2026Price T Rowe Associates Inc. MD36,153$934K0.0%+3.2%0.284%
2/17/2026State of Wisconsin Investment Board22,600$584K0.0%+88.3%0.178%
2/16/2026Kennedy Capital Management LLC120,724$3.12M0.1%N/A0.949%
2/16/2026Barclays PLC29,621$765K0.0%-16.0%0.233%
2/13/2026Marshall Wace LLP51,740$1.34M0.0%N/A0.407%
2/13/2026Charles Schwab Investment Management Inc.32,417$837K0.0%-4.2%0.255%
2/13/2026 State Street Corp238,181$6.15M0.0%-0.8%1.872%
2/13/2026Wells Fargo & Company MN14,513$375K0.0%+34.3%0.114%
2/12/2026Jane Street Group LLC29,912$773K0.0%+58.7%0.235%
2/12/2026Renaissance Technologies LLC21,300$550K0.0%N/A0.167%
2/12/2026 Dimensional Fund Advisors LP486,958$12.58M0.0%+3.7%3.828%
2/11/2026Empowered Funds LLC34,425$889K0.0%+21.9%0.271%
2/11/2026Franklin Resources Inc.10,885$281K0.0%N/A0.086%
2/11/2026 J.W. Cole Advisors Inc.20,770$536K0.0%-30.9%0.163%
2/10/2026Goldman Sachs Group Inc.58,863$1.52M0.0%+42.1%0.463%
2/9/2026 Geode Capital Management LLC265,991$6.87M0.0%-2.5%2.091%
2/6/2026 Diamond Hill Capital Management Inc.64,448$1.67M0.0%N/A0.507%
2/6/2026 PNC Financial Services Group Inc.9,237$239K0.0%-9.7%0.073%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
2/2/2026 Strs Ohio8,900$230K0.0%+8.5%0.070%
1/23/2026 Sippican Capital Advisors41,353$1.07M0.7%-3.2%0.329%
1/21/2026 Daytona Street Capital LLC19,620$507K0.3%N/A0.156%
1/1/2026 JPMorgan Chase & Co.11,474$288K0.0%+105.1%0.091%
11/17/2025Jacobs Levy Equity Management Inc.8,076$202K0.0%N/A0.064%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,402$135K0.0%-14.4%0.043%
11/17/2025Citadel Advisors LLC18,643$467K0.0%+25.8%0.148%
11/17/2025Banc Funds Co. LLC35,044$878K0.2%-44.2%0.279%
11/17/2025Bank of America Corp DE18,425$462K0.0%-33.2%0.146%
11/17/2025Ameriprise Financial Inc.188,179$4.72M0.0%N/A1.496%
11/14/2025Ategra Capital Management LLC54,855$1.38M0.8%N/A0.436%
11/14/2025Two Sigma Investments LP13,030$327K0.0%N/A0.104%
11/14/2025Bridgeway Capital Management LLC110,934$2.78M0.1%+23.7%0.882%
11/14/2025Wellington Management Group LLP1,782,385$44.67M0.0%+56.5%14.168%
11/13/2025 Russell Investments Group Ltd.1,137$28K0.0%+2,673.2%0.009%
11/12/2025Barclays PLC35,250$883K0.0%-8.9%0.280%
11/12/2025 Dimensional Fund Advisors LP469,714$11.77M0.0%+4.9%3.734%
11/12/2025Huntington National Bank5,490$138K0.0%N/A0.044%
11/7/2025Vanguard Group Inc.632,375$15.85M0.0%-0.3%4.967%
11/7/2025 JPMorgan Chase & Co.11,474$288K0.0%+105.1%0.090%
11/6/2025 First National Trust Co15,683$393K0.0%-2.6%0.123%
11/5/2025 J.W. Cole Advisors Inc.30,039$753K0.0%-2.8%0.236%
11/4/2025 Hoge Financial Services LLC33,116$830K0.5%-6.6%0.260%
10/27/2025 Versant Capital Management Inc2,063$52K0.0%+317.6%0.016%
10/22/2025 City Holding Co.3,696$93K0.0%+872.6%0.029%
10/15/2025CWM LLC2,037$51K0.0%+68.6%0.016%
8/15/2025 Tower Research Capital LLC TRC 1,870$42K0.0%+200.6%0.015%
8/15/2025BNP Paribas Financial Markets3,350$75K0.0%-63.6%0.026%
8/15/2025Bridgeway Capital Management LLC89,666$2.02M0.0%-45.2%0.704%
8/14/2025Jane Street Group LLC27,111$611K0.0%+104.5%0.213%
8/14/2025Raymond James Financial Inc.1,412$32K0.0%N/A0.011%
8/14/2025Quantinno Capital Management LP12,675$286K0.0%N/A0.100%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,308$142K0.0%-8.4%0.050%
8/14/2025Fourthstone LLC259,356$5.84M1.1%+275.2%2.037%
8/13/2025Invesco Ltd.13,686$308K0.0%-11.3%0.108%
8/13/2025Hsbc Holdings PLC19,358$438K0.0%-20.2%0.152%
8/12/2025 Prudential Financial Inc.53,495$1.21M0.0%-1.2%0.420%
8/12/2025 American Century Companies Inc.108,634$2.45M0.0%-2.5%0.853%
8/12/2025 JPMorgan Chase & Co.5,593$126K0.0%-41.7%0.044%
8/8/2025 Geode Capital Management LLC277,417$6.25M0.0%+0.8%2.136%
8/8/2025 TimesSquare Capital Management LLC594,548$13.40M0.2%-23.4%4.577%
7/25/2025CWM LLC1,208$27K0.0%+75.8%0.009%
7/25/2025 Sippican Capital Advisors42,755$963K0.7%+12.0%0.329%
6/27/2025Goldman Sachs Group Inc.62,462$1.08M0.0%+5.4%0.481%
5/29/2025Rhumbline Advisers17,416$302K0.0%-5.5%0.134%
5/28/2025Strs Ohio7,600$132K0.0%N/A0.058%
5/21/2025Acadian Asset Management LLC19,753$340K0.0%-13.7%0.152%
5/19/2025Jane Street Group LLC13,259$230K0.0%N/A0.102%
5/16/2025Empowered Funds LLC14,144$245K0.0%+9.0%0.109%
5/16/2025Goldman Sachs Group Inc.62,462$1.08M0.0%+5.4%0.481%
The world’s most valuable stock-picking messages? (Ad)

Tomorrow morning, a small group of investors will receive a text alert tied to what may be the most powerful stock rating software in the world - and every message it has sent has averaged a gain of 310 percent, including the misses. Members of this exclusive list have seen nearly 3,000 chances to double their money and over 400 chances to 10x it. The next alert goes out as early as 9:30 a.m.tc pixel

Learn how to sign up and receive the next alert today
5/16/2025Bridgeway Capital Management LLC163,744$2.84M0.1%+9.0%1.260%
5/14/2025Hsbc Holdings PLC24,257$420K0.0%+42.4%0.187%
5/14/2025Wellington Management Group LLP1,148,293$19.89M0.0%-1.1%8.867%
5/13/2025American Century Companies Inc.111,369$1.93M0.0%+13.7%0.860%
5/12/2025Nuveen LLC47,050$815K0.0%N/A0.363%
5/12/2025Invesco Ltd.15,429$267K0.0%-11.5%0.119%
5/9/2025Deutsche Bank AG10,505$182K0.0%-19.9%0.081%
5/8/2025Natixis Advisors LLC11,573$200K0.0%-7.4%0.089%
5/2/2025TimesSquare Capital Management LLC775,770$13.44M0.2%-16.0%5.991%
4/29/2025Bank of New York Mellon Corp79,348$1.37M0.0%-3.2%0.613%


MVBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of Mvb Financial. The most heavily invested institutionals were Wellington Management Group LLP ($45.87M), BlackRock Inc. ($30.15M), Vanguard Group Inc. ($15.85M), TimesSquare Capital Management LLC ($13.40M), Dimensional Fund Advisors LP ($12.58M), Banco Santander S.A. ($7.56M), and Geode Capital Management LLC ($6.87M).Learn more on Mvb Financial's institutional investors.

52.72% of Mvb Financial's stock is owned by institutional investors. Learn more on MVBF's institutional investor holdings.

Of the 63 institutional investors that purchased Mvb Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.04M), Wellington Management Group LLP ($643.55K), Banco Santander S.A. ($365.11K), Fourthstone LLC ($206.78K), Ameriprise Financial Inc. ($188.18K), Kennedy Capital Management LLC ($157.88K), and TimesSquare Capital Management LLC ($149.46K).

Institutional investors have bought a total of 2,649,727 shares in the last 24 months. This purchase volume represents approximately $71.60M in transactions.

Of the 17 institutional investors that sold Mvb Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bridgeway Capital Management LLC ($74.08K), Banc Funds Co. LLC ($27.75K), Hoge Financial Services LLC ($12.00K), J.W. Cole Advisors Inc. ($10.14K), Bank of America Corp DE ($9.14K), Barclays PLC ($9.07K), and Geode Capital Management LLC ($6.72K).

Institutional investors have sold a total of 172,722 shares in the last 24 months. This volume of shares sold represents approximately $4.15M in transactions.


Related Companies

Institutional ownership data for NASDAQ:MVBF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Why I'm sending this one to my own family
Behind the Markets editor Kelly Maguire says she has never sent an email quite like this one. A sealed congres...
Behind the Markets | Sponsoredtc pixel