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Mvb Financial (MVBF) Institutional Ownership

Mvb Financial logo
$29.41 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$29.49 +0.08 (+0.27%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Mvb Financial (NASDAQ:MVBF)

Current
Institutional Ownership
Percentage
52.72%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$40.58M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.56M
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MVBF Institutional Buying and Selling by Quarter

Mvb Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/7/2026Dimensional Fund Advisors LP506,608$12.58M0.0%+4.0%3.942%
5/5/2026Bank of New York Mellon Corp57,897$1.44M0.0%+4.7%0.451%
4/23/2026Sippican Capital Advisors39,918$991K0.7%-3.5%0.311%
4/21/2026Hoge 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%
2/13/2026State 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%
2/12/2026Dimensional 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%
2/11/2026J.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%
2/9/2026Geode Capital Management LLC265,991$6.87M0.0%-2.5%2.091%
2/6/2026Diamond Hill Capital Management Inc.64,448$1.67M0.0%N/A0.507%
2/6/2026PNC Financial Services Group Inc.9,237$239K0.0%-9.7%0.073%
2/2/2026Strs Ohio8,900$230K0.0%+8.5%0.070%
1/23/2026Sippican Capital Advisors41,353$1.07M0.7%-3.2%0.329%
1/21/2026Daytona Street Capital LLC19,620$507K0.3%N/A0.156%
1/1/2026JPMorgan 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%
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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%
11/13/2025Russell Investments Group Ltd.1,137$28K0.0%+2,673.2%0.009%
11/12/2025Barclays PLC35,250$883K0.0%-8.9%0.280%
11/12/2025Dimensional 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%
11/7/2025JPMorgan Chase & Co.11,474$288K0.0%+105.1%0.090%
11/6/2025First National Trust Co15,683$393K0.0%-2.6%0.123%
11/5/2025J.W. Cole Advisors Inc.30,039$753K0.0%-2.8%0.236%
11/4/2025Hoge Financial Services LLC33,116$830K0.5%-6.6%0.260%
10/27/2025 Versant Capital Management Inc2,063$52K0.0%+317.6%0.016%
10/22/2025City Holding Co.3,696$93K0.0%+872.6%0.029%
10/15/2025CWM LLC2,037$51K0.0%+68.6%0.016%
8/15/2025Tower 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%
8/12/2025Prudential Financial Inc.53,495$1.21M0.0%-1.2%0.420%
8/12/2025American Century Companies Inc.108,634$2.45M0.0%-2.5%0.853%
8/12/2025JPMorgan Chase & Co.5,593$126K0.0%-41.7%0.044%
8/8/2025Geode Capital Management LLC277,417$6.25M0.0%+0.8%2.136%
8/8/2025TimesSquare Capital Management LLC594,548$13.40M0.2%-23.4%4.577%
7/25/2025CWM LLC1,208$27K0.0%+75.8%0.009%
7/25/2025Sippican 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%
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%
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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%
4/28/2025Sippican Capital Advisors38,175$661K0.5%+24.0%0.295%
4/17/2025AA Financial Advisors LLC75,000$1.30M0.3%N/A0.579%
4/15/2025McKinley Carter Wealth Services Inc.29,876$517K0.0%+15.5%0.231%
4/8/2025Rhumbline Advisers17,416$302K0.0%-5.5%0.134%
4/7/2025GAMMA Investing LLC5,317$92K0.0%+6,989.3%0.041%
3/24/2025Wellington Management Group LLP1,161,649$24.05M0.0%-8.7%8.971%


MVBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of Mvb Financial. The most heavily invested institutionals were Wellington Management Group LLP ($45.87M), Vanguard Group Inc. ($15.85M), TimesSquare Capital Management LLC ($13.40M), Dimensional Fund Advisors LP ($12.58M), Banco Santander S.A. ($7.56M), Geode Capital Management LLC ($6.87M), and State Street Corp ($6.15M).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 61 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: 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), TimesSquare Capital Management LLC ($149.46K), and Dimensional Fund Advisors LP ($98.64K).

Institutional investors have bought a total of 1,631,086 shares in the last 24 months. This purchase volume represents approximately $40.58M in transactions.

Of the 22 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: TimesSquare Capital Management LLC ($181.22K), 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), and Barclays PLC ($9.07K).

Institutional investors have sold a total of 368,567 shares in the last 24 months. This volume of shares sold represents approximately $8.56M in transactions.


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This page (NASDAQ:MVBF) was last updated on 7/4/2026 by MarketBeat.com Staff.
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