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, Q1 2026
Institutional positions in BV Financial, Inc. as of Mar 31, 2026. 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
- 68
- +7 vs. Q4 2025
- Shares held
- 3.36M
- +371.2K (+12.4%) vs. Q4 2025
- Total value
- $63.5M
- +$9.29M (+17.1%) vs. Q4 2025
- New holders
- 12
- 14 more added
- Sold out
- 5
- 26 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BV Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 835,165 | $15.1M | 0.00% | −72,849−8.0% | Reduced |
| BlackRock, Inc. | 567,345 | $10.9M | 0.00% | +18,716+3.4% | Added |
| Vanguard Capital Management LLC | 371,457 | $7.11M | 0.00% | +371,457 | New |
| Geode Capital Management, LLC | 165,508 | $3.17M | 0.00% | −18,522−10.1% | Reduced |
| Gendell Jeffrey L | 141,262 | $2.70M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 134,533 | $2.57M | 1.62% | −15,467−10.3% | Reduced |
| Dimensional Fund Advisors LP | 120,933 | $2.31M | 0.00% | +5,428+4.7% | Added |
| Arrowstreet Capital, Limited Partnership | 115,248 | $2.21M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 110,071 | $2.11M | 0.00% | +9,523+9.5% | Added |
| State Street Corp | 106,042 | $2.03M | 0.00% | −622−0.6% | Reduced |
| Stilwell Value LLC | 90,000 | $1.72M | 1.03% | −5,000−5.3% | Reduced |
| Goldman Sachs Group Inc | 62,752 | $1.20M | 0.00% | +19,548+45.2% | Added |
| Beartown Capital Management, LLC | 60,616 | $1.16M | 0.92% | 00.0% | Unchanged |
| Northern Trust Corp | 50,468 | $966.0K | 0.00% | −4,632−8.4% | Reduced |
| Vanguard Fiduciary Trust Co | 45,481 | $870.5K | 0.00% | +45,481 | New |
| Vanguard Portfolio Management LLC | 39,834 | $762.4K | 0.00% | +39,834 | New |
| HSBC Holdings PLC | 37,923 | $733.1K | 0.00% | +15,384+68.3% | Added |
| Saber Capital Managment, LLC | 31,566 | $604.2K | 0.47% | −2,700−7.9% | Reduced |
| Panagora Asset Management Inc | 28,285 | $541.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 23,771 | $455.0K | 0.00% | +2,236+10.4% | Added |
| Bridgeway Capital Management, LLC | 23,571 | $451.1K | 0.01% | +1,824+8.4% | Added |
| Barclays PLC | 23,078 | $441.7K | 0.00% | −6,125−21.0% | Reduced |
| Morgan Stanley | 21,807 | $417.4K | 0.00% | −1,649−7.0% | Reduced |
| Courier Capital LLC | 20,913 | $400.3K | 0.02% | −4,087−16.3% | Reduced |
| Empowered Funds, LLC | 20,571 | $393.7K | 0.00% | +20,571 | New |
| Charles Schwab Investment Management Inc | 20,156 | $385.8K | 0.00% | −4,693−18.9% | Reduced |
| Bank of New York Mellon Corp | 17,836 | $341.4K | 0.00% | −4,678−20.8% | Reduced |
| STRS Ohio | 13,100 | $250.7K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,184 | $194.9K | 0.00% | −1,677−14.1% | Reduced |
| Los Angeles Capital Management LLC | 7,202 | $137.8K | 0.00% | −3,492−32.7% | Reduced |
| New York State Common Retirement Fund | 5,000 | $95.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,817 | $92.0K | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 4,033 | $77.2K | 0.00% | −1,478−26.8% | Reduced |
| Vanguard Global Advisers, LLC | 3,762 | $72.0K | 0.00% | +3,762 | New |
| Deutsche Bank AG | 3,252 | $62.2K | 0.00% | +3,252 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,210 | $61.4K | 0.00% | −640−16.6% | Reduced |
| JPMorgan Chase & Co | 2,890 | $55.4K | 0.00% | −1,790−38.2% | Reduced |
| Wells Fargo & Company | 2,596 | $49.7K | 0.00% | −6,517−71.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,961 | $37.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,667 | $31.9K | 0.00% | −435−20.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,530 | $29.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,462 | $28.0K | 0.00% | −21−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,388 | $26.6K | 0.00% | +770+124.6% | Added |
| Citigroup Inc | 1,346 | $25.8K | 0.00% | +939+230.7% | Added |
| Ronald Blue Trust, Inc. | 1,070 | $20.5K | 0.00% | +1,070 | New |
| Ameritas Investment Partners, Inc. | 884 | $16.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 508 | $9.72K | 0.00% | −271−34.8% | Reduced |
| CWM, LLC | 488 | $9.34K | 0.00% | +15+3.2% | Added |
| FMR LLC | 388 | $7.42K | 0.00% | +1+0.3% | Added |
| California State Teachers Retirement System | 380 | $7.27K | 0.00% | −119−23.8% | Reduced |
| Royal Bank of Canada | 310 | $6.00K | 0.00% | −422−57.7% | Reduced |
| State of Wyoming | 236 | $4.52K | 0.00% | −75−24.1% | Reduced |
| Sterling Capital Management LLC | 228 | $4.36K | 0.00% | −240−51.3% | Reduced |
| Essential Partners LLC | 115 | $2.20K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 68 | $1.30K | 0.00% | +2+3.0% | Added |
| GAMMA Investing LLC | 36 | $689 | 0.00% | +36 | New |
| The PNC Financial Services Group, Inc. | 22 | $421 | 0.00% | +2+10.0% | Added |
| UBS Asset Management Americas Inc | 11 | $211 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6 | $115 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 6 | $114 | 0.00% | −1−14.3% | Reduced |
| MAI Capital Management | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $57 | 0.00% | +1+50.0% | Added |
| Basecamp Wealth Advisors LLC | 3 | $57 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2 | $38 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $19 | 0.00% | +1 | New |
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,377−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −11,285−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −5,217−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |