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, Q3 2025
Institutional positions in BV Financial, Inc. as of Sep 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
- 61
- +11 vs. Q2 2025
- Shares held
- 4.04M
- −698.3K (−14.7%) vs. Q2 2025
- Total value
- $65.2M
- −$7.04M (−9.7%) vs. Q2 2025
- New holders
- 17
- 18 more added
- Sold out
- 6
- 11 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 972,792 | $15.7M | 0.00% | −37,810−3.7% | Reduced |
| BlackRock, Inc. | 537,153 | $8.66M | 0.00% | +36,279+7.2% | Added |
| Vanguard Group Inc | 500,809 | $8.07M | 0.00% | +4,254+0.9% | Added |
| Fourthstone LLC | 297,624 | $4.80M | 0.86% | −544,936−64.7% | Reduced |
| BlackBarn Capital Partners LP | 291,442 | $4.70M | 1.53% | −188,558−39.3% | Reduced |
| Geode Capital Management, LLC | 193,214 | $3.12M | 0.00% | −14,231−6.9% | Reduced |
| Oppenheimer & Close, LLC | 150,000 | $2.42M | 1.63% | 00.0% | Unchanged |
| Gendell Jeffrey L | 141,262 | $2.28M | 0.04% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 115,248 | $1.86M | 0.00% | −9,695−7.8% | Reduced |
| Dimensional Fund Advisors LP | 107,693 | $1.74M | 0.00% | +5,288+5.2% | Added |
| State Street Corp | 106,365 | $1.71M | 0.00% | +7,614+7.7% | Added |
| Stilwell Value LLC | 100,000 | $1.61M | 0.76% | 00.0% | Unchanged |
| Raymond James Financial Inc | 84,231 | $1.36M | 0.00% | +2,314+2.8% | Added |
| Northern Trust Corp | 62,649 | $1.01M | 0.00% | −3,686−5.6% | Reduced |
| Goldman Sachs Group Inc | 31,846 | $513.4K | 0.00% | +31,846 | New |
| Barclays PLC | 28,422 | $458.2K | 0.00% | +12,882+82.9% | Added |
| Charles Schwab Investment Management Inc | 26,674 | $430.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 25,188 | $406.0K | 0.00% | +14,230+129.9% | Added |
| Courier Capital LLC | 25,000 | $403.0K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,648 | $351.6K | 0.00% | +21,648 | New |
| Bank of New York Mellon Corp | 21,145 | $340.9K | 0.00% | +750+3.7% | Added |
| Bridgeway Capital Management, LLC | 19,764 | $318.6K | 0.01% | +19,764 | New |
| Morgan Stanley | 19,122 | $308.2K | 0.00% | +2,814+17.3% | Added |
| Bank of America Corp | 18,387 | $296.4K | 0.00% | +14,691+397.5% | Added |
| Empowered Funds, LLC | 16,764 | $270.2K | 0.00% | +16,764 | New |
| Jane Street Group, LLC | 13,799 | $222.4K | 0.00% | +13,799 | New |
| Rhumbline Advisers | 13,303 | $214.4K | 0.00% | +385+3.0% | Added |
| STRS Ohio | 13,100 | $211.2K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 12,695 | $204.6K | 0.00% | +12,695 | New |
| Two Sigma Investments, LP | 12,183 | $196.4K | 0.00% | +12,183 | New |
| Nuveen, LLC | 11,285 | $181.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,135 | $131.1K | 0.00% | +4,026+98.0% | Added |
| UBS Group AG | 7,715 | $124.4K | 0.00% | +1,241+19.2% | Added |
| Wells Fargo & Company | 6,471 | $104.3K | 0.00% | +910+16.4% | Added |
| New York State Common Retirement Fund | 5,000 | $80.6K | 0.00% | −1,600−24.2% | Reduced |
| Covestor Ltd | 4,817 | $78.0K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,061 | $65.5K | 0.00% | −674−14.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,377 | $38.3K | 0.00% | +1,220+105.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $31.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,648 | $26.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,530 | $24.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,369 | $22.1K | 0.00% | +1,369 | New |
| Ameritas Investment Partners, Inc. | 884 | $14.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 779 | $12.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 765 | $12.3K | 0.00% | +765 | New |
| Tower Research Capital LLC (TRC) | 671 | $10.8K | 0.00% | +671 | New |
| Sterling Capital Management LLC | 582 | $9.38K | 0.00% | +348+148.7% | Added |
| California State Teachers Retirement System | 542 | $8.74K | 0.00% | +1+0.2% | Added |
| Amalgamated Bank | 296 | $5.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 305 | $4.92K | 0.00% | −48−13.6% | Reduced |
| CWM, LLC | 240 | $4.00K | 0.00% | +240 | New |
| Royal Bank of Canada | 214 | $3.00K | 0.00% | −473−68.9% | Reduced |
| SRS Capital Advisors, Inc. | 132 | $2.13K | 0.00% | +132 | New |
| Essential Partners LLC | 116 | $1.87K | 0.00% | +116 | New |
| Citigroup Inc | 97 | $1.56K | 0.00% | −2,810−96.7% | Reduced |
| EverSource Wealth Advisors, LLC | 57 | $919 | 0.00% | +7+14.0% | Added |
| FMR LLC | 46 | $742 | 0.00% | +46 | New |
| The PNC Financial Services Group, Inc. | 22 | $355 | 0.00% | +22 | New |
| IFP Advisors, Inc | 10 | $161 | 0.00% | +10 | New |
| True Wealth Design, LLC | 3 | $49 | 0.00% | +3 | New |
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Truffle Hound Capital, LLC | 0 | $0 | 0.00% | −60,158−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,010−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −15,715−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,619−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,788−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |