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