BV Financial, Inc.
BVFL- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001302387
No open-market purchases or sales by BV Financial, Inc. insiders were filed in the last 90 days; 68 institutions reported holding it in 13F filings for Q2 2026, worth $66.7M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in BV Financial, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 26
- +9 vs. Q3 2023
- Shares held
- 3.98M
- +1.04M (+35.2%) vs. Q3 2023
- Total value
- $56.4M
- +$26.8M (+90.2%) vs. Q3 2023
- New holders
- 10
- 11 more added
- Sold out
- 1
- 0 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BVFL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 68 | $66.7M |
| Q1 2026 | 68 | $63.5M |
| Q4 2025 | 62 | $62.7M |
| Q3 2025 | 61 | $65.2M |
| Q2 2025 | 50 | $72.2M |
| Q1 2025 | 38 | $69.5M |
| Q4 2024 | 37 | $77.4M |
| Q3 2024 | 28 | $65.3M |
| Q2 2024 | 24 | $47.1M |
| Q1 2024 | 28 | $40.7M |
| Q4 2023 | 26 | $56.4M |
| Q3 2023 | 18 | $29.9M |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,048,206 | $14.9M | 0.01% | +38,114+3.8% | Added |
| Newtyn Management, LLC | 1,000,000 | $14.2M | 2.78% | +120,659+13.7% | Added |
| BlackBarn Capital Partners LP | 480,000 | $6.81M | 4.49% | +480,000 | New |
| Vanguard Group Inc | 373,747 | $5.30M | 0.00% | +77,805+26.3% | Added |
| Fourthstone LLC | 256,192 | $3.63M | 0.74% | +246,192+2,461.9% | Added |
| BlackRock Inc. | 185,190 | $2.63M | 0.00% | +49,091+36.1% | Added |
| Stilwell Value LLC | 153,090 | $2.17M | 1.13% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 150,000 | $2.13M | 1.94% | 00.0% | Unchanged |
| Gendell Jeffrey L | 136,251 | $1.93M | 0.11% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 94,462 | $1.34M | 0.00% | +5,850+6.6% | Added |
| Courier Capital LLC | 25,000 | $354.5K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 18,237 | $258.6K | 0.00% | +675+3.8% | Added |
| BHZ Capital Management, LP | 17,266 | $244.8K | 0.23% | +17,266 | New |
| Citadel Advisors LLC | 16,642 | $236.0K | 0.00% | +4,073+32.4% | Added |
| Citigroup Inc | 12,920 | $183.2K | 0.00% | +12,920 | New |
| Bank of America Corp | 7,691 | $109.1K | 0.00% | +7,691 | New |
| Covestor Ltd | 2,004 | $28.0K | 0.02% | +203+11.3% | Added |
| State of Wyoming | 1,181 | $16.7K | 0.00% | +1,181 | New |
| Tower Research Capital LLC (TRC) | 978 | $13.9K | 0.00% | +978 | New |
| UBS Group AG | 683 | $9.69K | 0.00% | +342+100.3% | Added |
| Morgan Stanley | 475 | $6.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $1.42K | 0.00% | +100 | New |
| Wells Fargo & Company | 75 | $1.06K | 0.00% | +4+5.6% | Added |
| Avion Wealth | 50 | $1.00K | 0.00% | +50 | New |
| JPMorgan Chase & Co | 59 | $837 | 0.00% | +59 | New |
| Royal Bank of Canada | 25 | $0 | 0.00% | +25 | New |
| Dryden Capital, LLC | 0 | $0 | 0.00% | −27,291−100.0% | Sold out |
| Saber Capital Managment, LLC | – | – | – | – | Not filed |