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, Q1 2023
Institutional positions in CVB Financial Corp as of Mar 31, 2023. 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
- 239
- −1 vs. Q4 2022
- Shares held
- 105.2M
- +4.58M (+4.6%) vs. Q4 2022
- Total value
- $1.76B
- −$836.3M (−32.2%) vs. Q4 2022
- New holders
- 33
- 100 more added
- Sold out
- 34
- 79 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,765 | $29.4K | 0.00% | +1,125+175.8% | Added |
| Nisa Investment Advisors, LLC | 1,723 | $29.0K | 0.00% | +20+1.2% | Added |
| Lazard Asset Management LLC | 1,332 | $22.0K | 0.00% | +1,332 | New |
| Public Employees Retirement System of Ohio | 1,198 | $20.0K | 0.00% | +36+3.1% | Added |
| FMR LLC | 1,041 | $17.4K | 0.00% | −1,233−54.2% | Reduced |
| Quadrant Capital Group LLC | 1,017 | $17.0K | 0.00% | −145−12.5% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 813 | $13.6K | 0.00% | +575+241.6% | Added |
| First Horizon Advisors, Inc. | 787 | $13.1K | 0.00% | +113+16.8% | Added |
| EverSource Wealth Advisors, LLC | 614 | $10.2K | 0.00% | +52+9.3% | Added |
| Smithfield Trust Co | 590 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 529 | $8.82K | 0.00% | +471+812.1% | Added |
| City State Bank | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 457 | $7.54K | 0.00% | −836−64.7% | Reduced |
| Huntington National Bank | 350 | $5.84K | 0.00% | +349+34,900.0% | Added |
| Parkside Financial Bank & Trust | 262 | $4.37K | 0.00% | +45+20.7% | Added |
| Massmutual Trust Co FSB | 140 | $2.33K | 0.00% | −2−1.4% | Reduced |
| Quent Capital, LLC | 122 | $2.03K | 0.00% | +1+0.8% | Added |
| Allworth Financial LP | 121 | $2.02K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $1.58K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 56 | $1.44K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $1.02K | 0.00% | −100−62.1% | Reduced |
| Ellevest, Inc. | 55 | $917 | 0.00% | +16+41.0% | Added |
| Hexagon Capital Partners LLC | 46 | $767 | 0.00% | −15−24.6% | Reduced |
| Bell Investment Advisors, Inc | 44 | $734 | 0.00% | +21+91.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 38 | $634 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 37 | $617 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 33 | $550 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 31 | $517 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $484 | 0.00% | −18−38.3% | Reduced |
| Disciplined Investments, LLC | 27 | $450 | 0.00% | −10−27.0% | Reduced |
| Farther Finance Advisors, LLC | 26 | $434 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $404 | 0.00% | −100−76.3% | Reduced |
| Schubert & Co | 22 | $367 | 0.00% | −68−75.6% | Reduced |
| SJS Investment Consulting Inc. | 21 | $351 | 0.00% | −22−51.2% | Reduced |
| Tfo-TDC, LLC | 8 | $133 | 0.00% | −11−57.9% | Reduced |
| TCI Wealth Advisors, Inc. | 3 | $51 | 0.00% | −191−98.5% | Reduced |
| Sofos Investments, Inc. | 17 | $2 | 0.00% | −9−34.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,104,363−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −497,152−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −273,890−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −264,482−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −177,893−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −60,285−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −43,926−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −43,243−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −28,159−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −26,090−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −24,442−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,434−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,356−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −11,191−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −10,114−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,101−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −8,395−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −8,123−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −8,024−100.0% | Sold out |
| SAM Advisors, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,975−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Gamble Jones Investment Counsel | – | – | – | – | Not filed |
| Financial Advisors Network, Inc. | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |