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 2025
Institutional positions in BV Financial, Inc. as of Dec 31, 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
- 62
- +1 vs. Q3 2025
- Shares held
- 3.46M
- −584.1K (−14.5%) vs. Q3 2025
- Total value
- $62.7M
- −$2.45M (−3.8%) vs. Q3 2025
- New holders
- 8
- 21 more added
- Sold out
- 7
- 20 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 908,014 | $16.5M | 0.01% | −64,778−6.7% | Reduced |
| BlackRock, Inc. | 548,629 | $9.95M | 0.00% | +11,476+2.1% | Added |
| Vanguard Group Inc | 468,402 | $8.50M | 0.00% | −32,407−6.5% | Reduced |
| Geode Capital Management, LLC | 184,030 | $3.34M | 0.00% | −9,184−4.8% | Reduced |
| Oppenheimer & Close, LLC | 150,000 | $2.72M | 1.85% | 00.0% | Unchanged |
| Gendell Jeffrey L | 141,262 | $2.56M | 0.04% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 115,505 | $2.10M | 0.00% | +7,812+7.3% | Added |
| Arrowstreet Capital, Limited Partnership | 115,248 | $2.09M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 106,664 | $1.93M | 0.00% | +299+0.3% | Added |
| Raymond James Financial Inc | 100,548 | $1.82M | 0.00% | +16,317+19.4% | Added |
| Stilwell Value LLC | 95,000 | $1.72M | 0.95% | −5,000−5.0% | Reduced |
| Beartown Capital Management, LLC | 60,616 | $1.10M | 0.86% | +60,616 | New |
| Northern Trust Corp | 55,100 | $999.5K | 0.00% | −7,549−12.0% | Reduced |
| Goldman Sachs Group Inc | 43,204 | $783.7K | 0.00% | +11,358+35.7% | Added |
| Saber Capital Managment, LLC | 34,266 | $621.6K | 0.53% | +34,266 | New |
| Barclays PLC | 29,203 | $529.7K | 0.00% | +781+2.7% | Added |
| Panagora Asset Management Inc | 28,285 | $513.1K | 0.00% | +3,097+12.3% | Added |
| Courier Capital LLC | 25,000 | $453.5K | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 24,849 | $450.8K | 0.00% | −1,825−6.8% | Reduced |
| Morgan Stanley | 23,456 | $425.5K | 0.00% | +4,334+22.7% | Added |
| Bank of New York Mellon Corp | 22,514 | $408.4K | 0.00% | +1,369+6.5% | Added |
| HSBC Holdings PLC | 22,539 | $406.4K | 0.00% | +891+4.1% | Added |
| Bridgeway Capital Management, LLC | 21,747 | $394.5K | 0.01% | +1,983+10.0% | Added |
| Bank of America Corp | 21,535 | $390.6K | 0.00% | +3,148+17.1% | Added |
| Two Sigma Investments, LP | 13,377 | $242.7K | 0.00% | +1,194+9.8% | Added |
| STRS Ohio | 13,100 | $237.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 11,861 | $215.2K | 0.00% | −1,442−10.8% | Reduced |
| Nuveen, LLC | 11,285 | $204.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,694 | $176.5K | 0.00% | −2,001−15.8% | Reduced |
| Wells Fargo & Company | 9,113 | $165.3K | 0.00% | +2,642+40.8% | Added |
| UBS Group AG | 5,511 | $100.0K | 0.00% | −2,204−28.6% | Reduced |
| MetLife Investment Management | 5,217 | $94.6K | 0.00% | +5,217 | New |
| New York State Common Retirement Fund | 5,000 | $90.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,817 | $87.0K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,680 | $84.9K | 0.00% | −3,455−42.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,850 | $69.8K | 0.00% | −211−5.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,102 | $38.1K | 0.00% | −275−11.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $35.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,530 | $27.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,483 | $26.9K | 0.00% | +114+8.3% | Added |
| Ameritas Investment Partners, Inc. | 884 | $16.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 779 | $14.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 732 | $13.0K | 0.00% | +518+242.1% | Added |
| Tower Research Capital LLC (TRC) | 618 | $11.2K | 0.00% | −53−7.9% | Reduced |
| California State Teachers Retirement System | 499 | $9.05K | 0.00% | −43−7.9% | Reduced |
| CWM, LLC | 473 | $9.00K | 0.00% | +233+97.1% | Added |
| Sterling Capital Management LLC | 468 | $8.49K | 0.00% | −114−19.6% | Reduced |
| Citigroup Inc | 407 | $7.38K | 0.00% | +310+319.6% | Added |
| FMR LLC | 387 | $7.02K | 0.00% | +341+741.3% | Added |
| Larson Financial Group LLC | 346 | $6.28K | 0.00% | −419−54.8% | Reduced |
| State of Wyoming | 311 | $5.64K | 0.00% | +6+2.0% | Added |
| Amalgamated Bank | 255 | $5.00K | 0.00% | −41−13.9% | Reduced |
| Essential Partners LLC | 115 | $2.09K | 0.00% | −1−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 66 | $1.20K | 0.00% | +9+15.8% | Added |
| The PNC Financial Services Group, Inc. | 20 | $363 | 0.00% | −2−9.1% | Reduced |
| UBS Asset Management Americas Inc | 11 | $200 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 7 | $127 | 0.00% | +7 | New |
| MAI Capital Management | 3 | $55 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $36 | 0.00% | −8−80.0% | Reduced |
| Rothschild Investment LLC | 2 | $36 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 1 | $18 | 0.00% | +1 | New |
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 0 | $0 | 0.00% | −297,624−100.0% | Sold out |
| BlackBarn Capital Partners LP | 0 | $0 | 0.00% | −291,442−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,764−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,799−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |