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, Q2 2025
Institutional positions in BV Financial, Inc. as of Jun 30, 2025. 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
- 50
- +12 vs. Q1 2025
- Shares held
- 4.74M
- +187.8K (+4.1%) vs. Q1 2025
- Total value
- $72.2M
- +$2.72M (+3.9%) vs. Q1 2025
- New holders
- 25
- 11 more added
- Sold out
- 13
- 7 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,010,602 | $15.4M | 0.01% | −34,979−3.3% | Reduced |
| Fourthstone LLC | 842,560 | $12.8M | 2.52% | −26,480−3.0% | Reduced |
| BlackRock, Inc. | 500,874 | $7.63M | 0.00% | +328,141+190.0% | Added |
| Vanguard Group Inc | 496,555 | $7.56M | 0.00% | +20,501+4.3% | Added |
| BlackBarn Capital Partners LP | 480,000 | $7.31M | 2.42% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 207,445 | $3.16M | 0.00% | +101,350+95.5% | Added |
| Oppenheimer & Close, LLC | 150,000 | $2.28M | 1.75% | 00.0% | Unchanged |
| Gendell Jeffrey L | 141,262 | $2.15M | 0.06% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 124,943 | $1.90M | 0.00% | −36,695−22.7% | Reduced |
| Dimensional Fund Advisors LP | 102,405 | $1.56M | 0.00% | +34,490+50.8% | Added |
| Stilwell Value LLC | 100,000 | $1.52M | 0.74% | 00.0% | Unchanged |
| State Street Corp | 98,751 | $1.50M | 0.00% | +54,880+125.1% | Added |
| Raymond James Financial Inc | 81,917 | $1.25M | 0.00% | +81,917 | New |
| Northern Trust Corp | 66,335 | $1.01M | 0.00% | +46,562+235.5% | Added |
| Truffle Hound Capital, LLC | 60,158 | $916.2K | 0.61% | −89,842−59.9% | Reduced |
| Citadel Advisors LLC | 27,010 | $411.4K | 0.00% | +12,277+83.3% | Added |
| Charles Schwab Investment Management Inc | 26,674 | $406.2K | 0.00% | +26,674 | New |
| Courier Capital LLC | 25,000 | $380.8K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,395 | $310.6K | 0.00% | +20,395 | New |
| Morgan Stanley | 16,308 | $248.4K | 0.00% | +10,448+178.3% | Added |
| Deutsche Bank AG | 15,715 | $239.3K | 0.00% | +15,715 | New |
| Barclays PLC | 15,540 | $236.7K | 0.00% | +12,434+400.3% | Added |
| Marshall Wace, LLP | 13,619 | $207.4K | 0.00% | +13,619 | New |
| STRS Ohio | 13,100 | $199.5K | 0.00% | +13,100 | New |
| Rhumbline Advisers | 12,918 | $196.7K | 0.00% | +12,918 | New |
| Susquehanna International Group, LLP | 12,788 | $194.8K | 0.00% | −143,452−91.8% | Reduced |
| Nuveen, LLC | 11,285 | $171.9K | 0.00% | +11,285 | New |
| Panagora Asset Management Inc | 10,958 | $166.9K | 0.00% | +10,958 | New |
| New York State Common Retirement Fund | 6,600 | $100.5K | 0.00% | +6,600 | New |
| UBS Group AG | 6,474 | $98.6K | 0.00% | +4,366+207.1% | Added |
| MetLife Investment Management | 5,855 | $89.2K | 0.00% | +5,855 | New |
| Wells Fargo & Company | 5,561 | $84.7K | 0.00% | +5,561 | New |
| Covestor Ltd | 4,817 | $73.0K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,735 | $72.1K | 0.00% | +4,735 | New |
| JPMorgan Chase & Co | 4,109 | $62.6K | 0.00% | +4,109 | New |
| Bank of America Corp | 3,696 | $56.3K | 0.00% | +3,613+4,353.0% | Added |
| Citigroup Inc | 2,907 | $44.3K | 0.00% | −11,157−79.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $29.9K | 0.00% | +1,961 | New |
| Nisa Investment Advisors, LLC | 1,648 | $25.1K | 0.00% | +1,648 | New |
| Harbor Investment Advisory, LLC | 1,530 | $23.3K | 0.00% | +1,530 | New |
| BNP Paribas Arbitrage, SA | 1,157 | $17.6K | 0.00% | +1,157 | New |
| Ameritas Investment Partners, Inc. | 884 | $13.5K | 0.00% | +884 | New |
| Legal & General Group Plc | 779 | $11.9K | 0.00% | +779 | New |
| Royal Bank of Canada | 687 | $11.0K | 0.00% | +687 | New |
| California State Teachers Retirement System | 541 | $8.24K | 0.00% | +541 | New |
| State of Wyoming | 353 | $5.38K | 0.00% | −578−62.1% | Reduced |
| Amalgamated Bank | 296 | $5.00K | 0.00% | +296 | New |
| Sterling Capital Management LLC | 234 | $3.56K | 0.00% | +234 | New |
| EverSource Wealth Advisors, LLC | 50 | $762 | 0.00% | +50 | New |
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −164,952−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −44,779−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,727−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,871−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,629−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,820−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,836−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |