CVB Financial Corp
CVBF- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000354647
In the last 90 days, CVB Financial Corp insiders filed 2 open-market purchases and 1 sale; 323 institutions reported holding it in 13F filings for Q2 2026, worth $3.30B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in CVB Financial Corp as of Dec 31, 2022. 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
- 244
- +13 vs. Q3 2022
- Shares held
- 100.8M
- +2.03M (+2.1%) vs. Q3 2022
- Total value
- $2.60B
- +$95.2M (+3.8%) vs. Q3 2022
- New holders
- 30
- 88 more added
- Sold out
- 17
- 86 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CVBF 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 | 323 | $3.30B |
| Q1 2026 | 285 | $2.20B |
| Q4 2025 | 265 | $1.98B |
| Q3 2025 | 257 | $1.96B |
| Q2 2025 | 252 | $2.04B |
| Q1 2025 | 238 | $1.93B |
| Q4 2024 | 230 | $2.27B |
| Q3 2024 | 232 | $1.80B |
| Q2 2024 | 221 | $1.76B |
| Q1 2024 | 224 | $1.82B |
| Q4 2023 | 224 | $2.09B |
| Q3 2023 | 214 | $1.72B |
| Q2 2023 | 214 | $1.41B |
| Q1 2023 | 239 | $1.76B |
| Q4 2022 | 244 | $2.60B |
| Q3 2022 | 236 | $2.57B |
| Q2 2022 | 217 | $2.56B |
| Q1 2022 | 197 | $2.43B |
| Q4 2021 | 185 | $2.12B |
| Q3 2021 | 186 | $1.95B |
| Q2 2021 | 171 | $1.97B |
| Q1 2021 | 181 | $2.12B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 924 | $23.0K | 0.00% | −62−6.3% | Reduced |
| Assetmark, Inc | 836 | $21.5K | 0.00% | +836 | New |
| Belpointe Asset Management LLC | 800 | $20.6K | 0.00% | +800 | New |
| First Horizon Advisors, Inc. | 674 | $17.4K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 640 | $16.5K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 597 | $15.4K | 0.01% | +597 | New |
| Aquatic Capital Management LLC | 600 | $15.0K | 0.00% | −16,700−96.5% | Reduced |
| Smithfield Trust Co | 590 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 562 | $14.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 514 | $13.2K | 0.00% | +514 | New |
| City State Bank | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 473 | $12.0K | 0.00% | −19,985−97.7% | Reduced |
| Dark Forest Capital Management LP | 416 | $10.7K | 0.00% | +416 | New |
| VitalStone Financial, LLC | 366 | $9.00K | 0.01% | +366 | New |
| Fifth Third Bancorp | 238 | $6.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 217 | $5.59K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 194 | $5.00K | 0.00% | +1+0.5% | Added |
| Comerica Securities,inc. | 191 | $4.96K | 0.00% | +191 | New |
| JFS Wealth Advisors, LLC | 161 | $4.15K | 0.00% | +7+4.5% | Added |
| Massmutual Trust Co FSB | 142 | $4.00K | 0.00% | +94+195.8% | Added |
| Global Retirement Partners, LLC | 131 | $3.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 121 | $3.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $3.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $2.45K | 0.00% | +7+8.0% | Added |
| Schubert & Co | 90 | $2.32K | 0.00% | −1−1.1% | Reduced |
| Hexagon Capital Partners LLC | 61 | $1.57K | 0.00% | +50+454.5% | Added |
| Quarry LP | 58 | $1.49K | 0.00% | +58 | New |
| FinTrust Capital Advisors, LLC | 56 | $1.44K | 0.00% | −381−87.2% | Reduced |
| Sofos Investments, Inc. | 26 | $1.29K | 0.01% | +1+4.0% | Added |
| Point72 Asset Management, L.P. | 49 | $1.26K | 0.00% | +49 | New |
| Manchester Capital Management LLC | 47 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $1.11K | 0.00% | +19+79.2% | Added |
| Ellevest, Inc. | 39 | $1.00K | 0.00% | +39 | New |
| Moisand Fitzgerald Tamayo, LLC | 38 | $978 | 0.00% | +38 | New |
| Proequities, Inc. | 37 | $960 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $953 | 0.00% | −1−2.6% | Reduced |
| Glassman Wealth Services | 33 | $850 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 31 | $798 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $670 | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 23 | $592 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 19 | $589 | 0.00% | +19 | New |
| Huntington National Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $0 | 0.00% | −1,377−99.3% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −55,915−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −40,112−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −33,480−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −26,666−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −20,497−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,560−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −14,962−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,904−100.0% | Sold out |
| Sloy Dahl & Holst, LLC | 0 | $0 | 0.00% | −8,421−100.0% | Sold out |
| Iowa State Bank | 0 | $0 | 0.00% | −8,065−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| River Oaks Capital LLC | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |