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Mvb Financial (MVBF) Institutional Ownership

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$31.11 +0.26 (+0.86%)
As of 01:20 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
52.72%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$83.16M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.43M
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MVBF Institutional Buying and Selling by Quarter

Mvb Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System4,555$132K0.0%+652.9%0.035%
8/19/2026 Wellington Management Group LLP1,763,416$51.16M0.0%-0.2%13.596%
8/18/2026 Empowered Funds LLC40,816$1.18M0.0%N/A0.315%
8/18/2026 Public Employees Retirement System of Ohio1,659$48K0.0%N/A0.013%
8/17/2026 Pure Financial Advisors LLC84,824$2.46M0.0%N/A0.654%
8/17/2026 Bank of America Corp DE9,300$270K0.0%N/A0.072%
8/17/2026 Basswood Capital Management L.L.C.257,731$7.48M0.3%N/A1.987%
8/14/2026 Legal & General Group Plc1,217$35K0.0%N/A0.009%
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 Advisor112,129$3.25M0.0%N/A0.873%
8/6/2026 Bank of New York Mellon Corp61,345$1.78M0.0%N/A0.477%
6/16/2026 Empowered Funds LLC37,845$940K0.0%+9.9%0.295%
5/19/2026 Bank of America Corp DE11,627$289K0.0%+6.3%0.090%
5/18/2026 Empowered Funds LLC37,845$940K0.0%+9.9%0.295%
5/16/2026 Quantinno Capital Management LP28,537$709K0.0%+2.6%0.222%
5/14/2026 Arrowstreet Capital Limited Partnership54,309$1.35M0.0%+7.5%0.423%
5/14/2026 Sei 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%
2/19/2026 Invesco Ltd.11,457$296K0.0%-10.4%0.090%
2/18/2026 Empowered Funds LLC34,425$889K0.0%+21.9%0.271%
2/18/2026 Wellington Management Group LLP1,775,849$45.87M0.0%-0.4%13.961%
2/18/2026 Bridgeway Capital Management LLC117,125$3.03M0.1%+5.6%0.921%
2/17/2026 AQR Capital Management LLC27,396$708K0.0%+3.6%0.215%
2/17/2026 Trexquant Investment LP29,464$761K0.0%+52.1%0.232%
2/17/2026 Price T Rowe Associates Inc. MD36,153$934K0.0%+3.2%0.284%
2/17/2026 State of Wisconsin Investment Board22,600$584K0.0%+88.3%0.178%
2/16/2026 Kennedy Capital Management LLC120,724$3.12M0.1%N/A0.949%
2/16/2026 Barclays PLC29,621$765K0.0%-16.0%0.233%
2/13/2026 Marshall Wace LLP51,740$1.34M0.0%N/A0.407%
2/13/2026 Charles 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%
2/13/2026 Wells Fargo & Company MN14,513$375K0.0%+34.3%0.114%
2/12/2026 Jane Street Group LLC29,912$773K0.0%+58.7%0.235%
2/12/2026 Renaissance Technologies LLC21,300$550K0.0%N/A0.167%
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2/12/2026 Dimensional Fund Advisors LP486,958$12.58M0.0%+3.7%3.828%
2/11/2026 Empowered Funds LLC34,425$889K0.0%+21.9%0.271%
2/11/2026 Franklin 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%
2/10/2026 Goldman 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%
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%
11/17/2025 Jacobs Levy Equity Management Inc.8,076$202K0.0%N/A0.064%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,402$135K0.0%-14.4%0.043%
11/17/2025 Citadel Advisors LLC18,643$467K0.0%+25.8%0.148%
11/17/2025 Banc Funds Co. LLC35,044$878K0.2%-44.2%0.279%
11/17/2025 Bank of America Corp DE18,425$462K0.0%-33.2%0.146%
11/17/2025 Ameriprise Financial Inc.188,179$4.72M0.0%N/A1.496%
11/14/2025 Ategra Capital Management LLC54,855$1.38M0.8%N/A0.436%
11/14/2025 Two Sigma Investments LP13,030$327K0.0%N/A0.104%
11/14/2025 Bridgeway Capital Management LLC110,934$2.78M0.1%+23.7%0.882%
11/14/2025 Wellington 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%
11/12/2025 Barclays PLC35,250$883K0.0%-8.9%0.280%
11/12/2025 Dimensional Fund Advisors LP469,714$11.77M0.0%+4.9%3.734%
11/12/2025 Huntington 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%
8/15/2025 BNP Paribas Financial Markets3,350$75K0.0%-63.6%0.026%
8/15/2025 Bridgeway Capital Management LLC89,666$2.02M0.0%-45.2%0.704%
8/14/2025 Jane Street Group LLC27,111$611K0.0%+104.5%0.213%
8/14/2025 Raymond James Financial Inc.1,412$32K0.0%N/A0.011%
8/14/2025 Quantinno Capital Management LP12,675$286K0.0%N/A0.100%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,308$142K0.0%-8.4%0.050%
8/14/2025 Fourthstone LLC259,356$5.84M1.1%+275.2%2.037%
8/13/2025 Invesco Ltd.13,686$308K0.0%-11.3%0.108%
8/13/2025 Hsbc 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%
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7/25/2025 Sippican Capital Advisors42,755$963K0.7%+12.0%0.329%
6/27/2025 Goldman 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%
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%


MVBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Mvb Financial. The most heavily invested institutionals were Wellington Management Group LLP ($51.16M), 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 Basswood Capital Management L.L.C. ($7.48M).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 67 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), Basswood Capital Management L.L.C. ($257.73K), Fourthstone LLC ($206.78K), Ameriprise Financial Inc. ($188.18K), and Kennedy Capital Management LLC ($157.88K).

Institutional investors have bought a total of 3,047,976 shares in the last 24 months. This purchase volume represents approximately $83.16M in transactions.

Of the 15 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: Banc Funds Co. LLC ($27.75K), Hoge Financial Services LLC ($12.00K), J.W. Cole Advisors Inc. ($10.14K), Wellington Management Group LLP ($9.32K), 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 95,571 shares in the last 24 months. This volume of shares sold represents approximately $2.43M in transactions.



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 8/24/2026. New 13F filings are added each quarter as they're published.
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