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, Q3 2023
Institutional positions in CVB Financial Corp as of Sep 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
- +2 vs. Q2 2023
- Shares held
- 103.4M
- −1.93M (−1.8%) vs. Q2 2023
- Total value
- $1.72B
- +$314.0M (+22.3%) vs. Q2 2023
- New holders
- 26
- 66 more added
- Sold out
- 24
- 83 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $99 | 0.00% | −13−68.4% | Reduced |
| Tfo-TDC, LLC | 8 | $106 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $398 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $498 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $514 | 0.00% | +12+63.2% | Added |
| Parkside Financial Bank & Trust | 59 | $978 | 0.00% | −9−13.2% | Reduced |
| ClariVest Asset Management LLC | 80 | $1.00K | 0.00% | +80 | New |
| Steward Financial Group LLC | 95 | $1.00K | 0.00% | +95 | New |
| Farther Finance Advisors, LLC | 65 | $1.08K | 0.00% | +45+225.0% | Added |
| Spire Wealth Management | 67 | $1.11K | 0.00% | +67 | New |
| FinTrust Capital Advisors, LLC | 72 | $1.19K | 0.00% | +16+28.6% | Added |
| Farmers & Merchants Investments Inc | 95 | $1.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 97 | $1.61K | 0.00% | +24+32.9% | Added |
| Quent Capital, LLC | 122 | $2.02K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $2.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 135 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $3.02K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.28K | 0.00% | +198 | New |
| Glassman Wealth Services | 271 | $4.49K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 289 | $4.79K | 0.00% | −3,815−93.0% | Reduced |
| Versant Capital Management, Inc | 292 | $4.84K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 469 | $7.77K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 540 | $8.95K | 0.01% | +540 | New |
| Smithfield Trust Co | 590 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 700 | $11.6K | 0.00% | +700 | New |
| Nomura Asset Management Co Ltd | 900 | $14.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,102 | $18.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,124 | $18.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,225 | $20.0K | 0.00% | +1,225 | New |
| ORG Partners LLC | 1,403 | $23.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,486 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,672 | $28.0K | 0.00% | −13−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,706 | $28.0K | 0.00% | +171+11.1% | Added |
| Quadrant Capital Group LLC | 1,785 | $29.6K | 0.00% | −708−28.4% | Reduced |
| Massmutual Trust Co FSB | 2,128 | $35.3K | 0.00% | −54−2.5% | Reduced |
| Assetmark, Inc | 3,560 | $59.0K | 0.00% | +235+7.1% | Added |
| Gradient Investments LLC | 3,600 | $59.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,246 | $70.0K | 0.00% | −5,292−55.5% | Reduced |
| Aquatic Capital Management LLC | 4,500 | $75.0K | 0.00% | +4,500 | New |
| Caldwell Sutter Capital, Inc. | 5,068 | $84.0K | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,620 | $93.1K | 0.00% | −19,850−77.9% | Reduced |
| Bollard Group LLC | 5,657 | $94.0K | 0.00% | +70+1.3% | Added |
| Metropolitan Life Insurance Co | 7,667 | $127.0K | 0.01% | +270+3.7% | Added |
| Pinnacle Holdings, LLC | 7,675 | $127.2K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 8,761 | $145.0K | 0.11% | +885+11.2% | Added |
| HCR Wealth Advisors | 10,000 | $165.7K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,129 | $167.8K | 0.00% | −168,806−94.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,176 | $168.6K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,620 | $174.0K | 0.00% | −33−0.3% | Reduced |
| We Are One Seven, LLC | 10,841 | $179.6K | 0.01% | −609−5.3% | Reduced |
| Whittier Trust Co | 11,589 | $191.9K | 0.00% | +27+0.2% | Added |
| Profund Advisors LLC | 11,736 | $194.5K | 0.01% | −3,868−24.8% | Reduced |
| Nwam LLC | 12,500 | $207.1K | 0.02% | +12,500 | New |
| JustInvest LLC | 12,800 | $212.1K | 0.01% | +210+1.7% | Added |
| Belvedere Trading LLC | 12,805 | $212.2K | 0.03% | +12,805 | New |
| HoldCo Asset Management, L.P. | 12,967 | $214.9K | 0.60% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 13,146 | $217.8K | 0.00% | +13,146 | New |
| Ameritas Investment Partners, Inc. | 13,230 | $219.2K | 0.01% | +2,559+24.0% | Added |
| Boston Partners | 30,750 | $221.8K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,635 | $226.0K | 0.00% | +13,635 | New |
| Group One Trading, L.P. | 15,191 | $251.7K | 0.01% | +15,191 | New |
| Ieq Capital, LLC | 15,195 | $251.8K | 0.01% | +177+1.2% | Added |
| Pensionmark Financial Group, LLC | 15,412 | $255.4K | 0.05% | +2,987+24.0% | Added |
| Pictet Asset Management Holding SA | 15,508 | $257.0K | 0.00% | +15,508 | New |
| Everence Capital Management Inc | 15,770 | $261.0K | 0.02% | +15,770 | New |
| Mercer Global Advisors Inc | 15,884 | $263.0K | 0.00% | −861−5.1% | Reduced |
| Edgestream Partners, L.P. | 15,972 | $264.7K | 0.02% | −169,654−91.4% | Reduced |
| Tower Research Capital LLC (TRC) | 16,264 | $269.5K | 0.01% | +12,158+296.1% | Added |
| The PNC Financial Services Group, Inc. | 16,820 | $278.7K | 0.00% | −110−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 17,274 | $286.2K | 0.01% | +3,517+25.6% | Added |
| Virginia Retirement Systems Et Al | 17,900 | $296.6K | 0.00% | +17,900 | New |
| Hennion & Walsh Asset Management, Inc. | 18,044 | $299.0K | 0.02% | +528+3.0% | Added |
| CWM, LLC | 18,149 | $301.0K | 0.00% | +274+1.5% | Added |
| Integrated Wealth Concepts LLC | 18,568 | $307.7K | 0.01% | −2,880−13.4% | Reduced |
| Alps Advisors Inc | 19,590 | $324.6K | 0.00% | +19,590 | New |
| Bank of Montreal | 18,772 | $325.1K | 0.00% | −674−3.5% | Reduced |
| ProShare Advisors LLC | 20,244 | $335.4K | 0.00% | −494−2.4% | Reduced |
| Natixis Advisors, L.P. | 20,727 | $343.0K | 0.00% | +1,905+10.1% | Added |
| Diversified Trust Co | 20,925 | $346.7K | 0.01% | +851+4.2% | Added |
| Handelsbanken Fonder AB | 21,811 | $361.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 23,201 | $384.4K | 0.00% | −2,372−9.3% | Reduced |
| Walleye Capital LLC | 23,954 | $396.9K | 0.01% | −36,432−60.3% | Reduced |
| Lazari Capital Management, Inc. | 24,376 | $403.9K | 0.24% | 00.0% | Unchanged |
| US Bancorp | 24,438 | $404.9K | 0.00% | −2,398−8.9% | Reduced |
| Equitable Trust Co | 26,074 | $432.0K | 0.04% | +1,994+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 26,532 | $439.6K | 0.01% | −390−1.4% | Reduced |
| Guggenheim Capital LLC | 27,868 | $461.8K | 0.00% | −3,973−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 28,197 | $467.3K | 0.00% | +277+1.0% | Added |
| CI Private Wealth, LLC | 29,961 | $496.5K | 0.00% | −627−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,354 | $536.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 32,568 | $539.6K | 0.00% | +3,003+10.2% | Added |
| State of Wisconsin Investment Board | 33,896 | $561.7K | 0.00% | +22,383+194.4% | Added |
| River Oaks Capital LLC | 33,900 | $561.7K | 0.83% | −1,300−3.7% | Reduced |
| Apriem Advisors | 34,500 | $571.7K | 0.08% | 00.0% | Unchanged |
| Raymond James & Associates | 34,744 | $575.7K | 0.00% | +17,566+102.3% | Added |
| Royal Bank of Canada | 35,363 | $586.0K | 0.00% | −1,765−4.8% | Reduced |
| Ethic Inc. | 35,639 | $590.5K | 0.02% | +35,639 | New |
| New York State Teachers Retirement System | 36,266 | $601.0K | 0.00% | −3,200−8.1% | Reduced |