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, Q2 2023
Institutional positions in CVB Financial Corp as of Jun 30, 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
- 214
- −25 vs. Q1 2023
- Shares held
- 105.4M
- +161.1K (+0.2%) vs. Q1 2023
- Total value
- $1.41B
- −$357.6M (−20.3%) vs. Q1 2023
- New holders
- 29
- 84 more added
- Sold out
- 54
- 75 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 147,960 | $0 | 0.00% | +147,960 | New |
| TD Waterhouse Canada Inc. | 1 | $13 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 13 | $61 | 0.00% | −4−23.5% | Reduced |
| Tfo-TDC, LLC | 8 | $106 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $133 | 0.00% | −17−63.0% | Reduced |
| Hexagon Capital Partners LLC | 19 | $252 | 0.00% | −27−58.7% | Reduced |
| SJS Investment Consulting Inc. | 19 | $253 | 0.00% | −2−9.5% | Reduced |
| Farther Finance Advisors, LLC | 20 | $266 | 0.00% | −6−23.1% | Reduced |
| Abound Wealth Management | 24 | $319 | 0.00% | +24 | New |
| Global Retirement Partners, LLC | 31 | $409 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 37 | $491 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 38 | $505 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $904 | 0.00% | −194−74.0% | Reduced |
| JFS Wealth Advisors, LLC | 73 | $970 | 0.00% | +12+19.7% | Added |
| Ronald Blue Trust, Inc. | 89 | $1.00K | 0.00% | +89 | New |
| Farmers & Merchants Investments Inc | 95 | $1.26K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 56 | $1.44K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 122 | $1.62K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $1.63K | 0.00% | −491−80.0% | Reduced |
| Allworth Financial LP | 135 | $1.79K | 0.00% | +14+11.6% | Added |
| Bell Investment Advisors, Inc | 182 | $2.42K | 0.00% | +138+313.6% | Added |
| Glassman Wealth Services | 271 | $3.60K | 0.00% | +238+721.2% | Added |
| Versant Capital Management, Inc | 292 | $3.88K | 0.00% | −165−36.1% | Reduced |
| Huntington National Bank | 469 | $6.23K | 0.00% | +119+34.0% | Added |
| City State Bank | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 590 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,102 | $14.6K | 0.00% | +1,102 | New |
| First Horizon Advisors, Inc. | 1,124 | $14.9K | 0.00% | +337+42.8% | Added |
| ORG Partners LLC | 1,403 | $19.0K | 0.00% | +1,403 | New |
| Fifth Third Bancorp | 1,486 | $19.7K | 0.00% | +673+82.8% | Added |
| Public Employees Retirement System of Ohio | 1,535 | $20.0K | 0.00% | +337+28.1% | Added |
| Ci Investments Inc. | 1,685 | $22.0K | 0.00% | −91−5.1% | Reduced |
| BerganKDV Wealth Management, LLC | 1,765 | $23.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,182 | $29.0K | 0.00% | +2,042+1,458.6% | Added |
| Quadrant Capital Group LLC | 2,493 | $33.1K | 0.00% | +1,476+145.1% | Added |
| Assetmark, Inc | 3,325 | $44.2K | 0.00% | +1,031+44.9% | Added |
| Gradient Investments LLC | 3,600 | $47.8K | 0.00% | −3,234−47.3% | Reduced |
| GWM Advisors LLC | 4,104 | $54.5K | 0.00% | −275−6.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,106 | $54.5K | 0.00% | −15,750−79.3% | Reduced |
| FMR LLC | 4,902 | $65.1K | 0.00% | +3,861+370.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $67.3K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 5,587 | $74.0K | 0.00% | +71+1.3% | Added |
| Metropolitan Life Insurance Co | 7,397 | $98.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 7,675 | $101.9K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 7,876 | $105.0K | 0.08% | +5,211+195.5% | Added |
| KBC Group NV | 9,538 | $127.0K | 0.00% | −1,025−9.7% | Reduced |
| HCR Wealth Advisors | 10,000 | $132.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,176 | $135.1K | 0.02% | +10,176 | New |
| Ameritas Investment Partners, Inc. | 10,671 | $141.7K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,450 | $152.1K | 0.01% | +11,450 | New |
| State of Wisconsin Investment Board | 11,513 | $152.9K | 0.00% | −12,198−51.4% | Reduced |
| Whittier Trust Co | 11,562 | $153.5K | 0.00% | +28+0.2% | Added |
| Bayesian Capital Management, LP | 12,112 | $160.8K | 0.02% | +12,112 | New |
| Pensionmark Financial Group, LLC | 12,425 | $165.0K | 0.03% | +12,425 | New |
| JustInvest LLC | 12,590 | $167.2K | 0.01% | +12,590 | New |
| HoldCo Asset Management, L.P. | 12,967 | $172.2K | 0.11% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,757 | $182.7K | 0.00% | +13,757 | New |
| Gallacher Capital Management LLC | 14,566 | $193.4K | 0.11% | +14,566 | New |
| Verition Fund Management LLC | 14,571 | $193.5K | 0.00% | −997−6.4% | Reduced |
| Crossmark Global Holdings, Inc. | 10,653 | $198.0K | 0.00% | −62−0.6% | Reduced |
| Ieq Capital, LLC | 15,018 | $199.4K | 0.00% | +15,018 | New |
| Pictet Asset Management SA | 15,508 | $205.9K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 15,604 | $207.2K | 0.01% | +3,604+30.0% | Added |
| Lido Advisors, LLC | 16,167 | $214.7K | 0.00% | −3,114−16.2% | Reduced |
| Mercer Global Advisors Inc | 16,745 | $222.0K | 0.00% | −20−0.1% | Reduced |
| Berkeley, Inc | 16,746 | $222.4K | 0.15% | −3,824−18.6% | Reduced |
| The PNC Financial Services Group, Inc. | 16,930 | $224.8K | 0.00% | +6,539+62.9% | Added |
| Raymond James & Associates | 17,178 | $228.1K | 0.00% | +17,178 | New |
| Hennion & Walsh Asset Management, Inc. | 17,516 | $233.0K | 0.01% | +1,006+6.1% | Added |
| HighTower Advisors, LLC | 17,580 | $236.0K | 0.00% | +988+6.0% | Added |
| CWM, LLC | 17,875 | $237.0K | 0.00% | +6,576+58.2% | Added |
| Natixis Advisors, L.P. | 18,822 | $250.0K | 0.00% | +18,822 | New |
| Diversified Trust Co | 20,074 | $266.6K | 0.01% | −9,110−31.2% | Reduced |
| ProShare Advisors LLC | 20,738 | $275.4K | 0.00% | +1,456+7.6% | Added |
| Integrated Wealth Concepts LLC | 21,448 | $284.8K | 0.00% | −2,828−11.6% | Reduced |
| Bank of Montreal | 19,446 | $289.7K | 0.00% | +525+2.8% | Added |
| Handelsbanken Fonder AB | 21,811 | $290.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 24,080 | $319.8K | 0.02% | +7,556+45.7% | Added |
| Boston Partners | 30,750 | $322.9K | 0.00% | +209+0.7% | Added |
| Lazari Capital Management, Inc. | 24,376 | $323.7K | 0.18% | +24,376 | New |
| Maltese Capital Management LLC | 25,000 | $332.0K | 0.11% | −70,000−73.7% | Reduced |
| Russell Investments Group, Ltd. | 25,470 | $338.2K | 0.00% | −5,531−17.8% | Reduced |
| Mutual of America Capital Management LLC | 25,573 | $339.6K | 0.00% | −1,493−5.5% | Reduced |
| Black Maple Capital Management LP | 26,000 | $345.3K | 0.40% | +26,000 | New |
| US Bancorp | 26,836 | $356.4K | 0.00% | +8,636+47.5% | Added |
| Steward Partners Investment Advisory, LLC | 26,922 | $357.5K | 0.01% | −1,694−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 27,920 | $370.8K | 0.00% | +3,245+13.2% | Added |
| Dark Forest Capital Management LP | 29,035 | $385.6K | 0.04% | +29,035 | New |
| LPL Financial LLC | 29,565 | $392.6K | 0.00% | +9,850+50.0% | Added |
| CI Private Wealth, LLC | 30,588 | $406.2K | 0.00% | +30,588 | New |
| Guggenheim Capital LLC | 31,841 | $422.8K | 0.00% | +4,774+17.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,354 | $429.7K | 0.00% | +9,212+39.8% | Added |
| Quantbot Technologies LP | 34,296 | $455.5K | 0.03% | −3,017−8.1% | Reduced |
| Apriem Advisors | 34,500 | $458.2K | 0.07% | 00.0% | Unchanged |
| River Oaks Capital LLC | 35,200 | $467.5K | 0.71% | +35,200 | New |
| BNP Paribas Arbitrage, SA | 35,904 | $476.8K | 0.00% | −52,009−59.2% | Reduced |
| Squarepoint Ops LLC | 36,800 | $488.7K | 0.00% | −24,081−39.6% | Reduced |
| Allianz Asset Management GmbH | 36,800 | $488.7K | 0.00% | +36,800 | New |
| Royal Bank of Canada | 37,128 | $493.0K | 0.00% | +29,280+373.1% | Added |