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 2023
Institutional positions in CVB Financial Corp as of Dec 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
- 224
- +13 vs. Q3 2023
- Shares held
- 103.3M
- −101.9K (−0.1%) vs. Q3 2023
- Total value
- $2.09B
- +$372.4M (+21.6%) vs. Q3 2023
- New holders
- 30
- 84 more added
- Sold out
- 17
- 77 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 7 | $0 | 0.00% | +7 | New |
| TD Waterhouse Canada Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $41 | 0.00% | −4−66.7% | Reduced |
| Tfo-TDC, LLC | 8 | $162 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $324 | 0.00% | −8−33.3% | Reduced |
| AdvisorNet Financial, Inc | 25 | $505 | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $525 | 0.00% | +26 | New |
| Spire Wealth Management | 29 | $551 | 0.00% | −38−56.7% | Reduced |
| Global Retirement Partners, LLC | 32 | $589 | 0.00% | +1+3.2% | Added |
| SJS Investment Consulting Inc. | 36 | $727 | 0.00% | +5+16.1% | Added |
| Parkside Financial Bank & Trust | 56 | $1.13K | 0.00% | −3−5.1% | Reduced |
| Private Wealth Management Group, LLC | 57 | $1.15K | 0.00% | +57 | New |
| ClariVest Asset Management LLC | 80 | $1.61K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 95 | $1.92K | 0.00% | −197−67.5% | Reduced |
| Farmers & Merchants Investments Inc | 95 | $1.92K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $2.44K | 0.00% | −14−10.4% | Reduced |
| Quent Capital, LLC | 122 | $2.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $2.48K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 135 | $2.73K | 0.00% | −5,485−97.6% | Reduced |
| JFS Wealth Advisors, LLC | 141 | $2.85K | 0.00% | +44+45.4% | Added |
| Bell Investment Advisors, Inc | 161 | $3.25K | 0.00% | −21−11.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.83K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $4.00K | 0.00% | +200 | New |
| Simplex Trading, LLC | 287 | $5.00K | 0.00% | −938−76.6% | Reduced |
| Glassman Wealth Services | 271 | $5.47K | 0.00% | 00.0% | Unchanged |
| City State Bank | 400 | $8.00K | 0.00% | −100−20.0% | Reduced |
| Huntington National Bank | 469 | $9.47K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 590 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 635 | $12.8K | 0.00% | −1,150−64.4% | Reduced |
| Farther Finance Advisors, LLC | 764 | $15.4K | 0.00% | +699+1,075.4% | Added |
| Principal Securities, Inc. | 859 | $17.3K | 0.00% | +859 | New |
| Nomura Asset Management Co Ltd | 900 | $18.2K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 926 | $18.7K | 0.00% | +926 | New |
| Aquatic Capital Management LLC | 1,000 | $20.0K | 0.00% | −3,500−77.8% | Reduced |
| Umb Bank N A | 1,102 | $22.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,124 | $22.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,463 | $29.5K | 0.00% | −23−1.5% | Reduced |
| STRS Ohio | 1,800 | $36.0K | 0.00% | +1,800 | New |
| Public Employees Retirement System of Ohio | 1,875 | $37.9K | 0.00% | +169+9.9% | Added |
| Massmutual Trust Co FSB | 1,943 | $39.2K | 0.00% | −185−8.7% | Reduced |
| Point72 Hong Kong Ltd | 2,100 | $42.4K | 0.00% | +2,100 | New |
| Covestor Ltd | 2,588 | $52.0K | 0.04% | −6,173−70.5% | Reduced |
| EntryPoint Capital, LLC | 3,228 | $65.2K | 0.06% | +3,228 | New |
| Gradient Investments LLC | 3,600 | $72.7K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 34,356 | $79.6K | 0.00% | +3,606+11.7% | Added |
| GAMMA Investing LLC | 5,038 | $84.5K | 0.02% | +5,038 | New |
| KBC Group NV | 4,246 | $86.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,068 | $102.3K | 0.05% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 5,201 | $105.0K | 0.03% | +5,201 | New |
| Bollard Group LLC | 5,727 | $116.0K | 0.00% | +70+1.2% | Added |
| Headlands Technologies LLC | 6,063 | $122.4K | 0.04% | +6,063 | New |
| Metropolitan Life Insurance Co | 7,667 | $154.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 8,223 | $166.0K | 0.07% | +548+7.1% | Added |
| Assetmark, Inc | 8,598 | $173.6K | 0.00% | +5,038+141.5% | Added |
| HCR Wealth Advisors | 10,000 | $201.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,176 | $205.5K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,365 | $209.2K | 0.00% | −17,832−63.2% | Reduced |
| Crossmark Global Holdings, Inc. | 10,443 | $210.0K | 0.00% | −177−1.7% | Reduced |
| We Are One Seven, LLC | 10,546 | $212.9K | 0.01% | −295−2.7% | Reduced |
| Two Sigma Securities, LLC | 10,726 | $216.6K | 0.01% | +10,726 | New |
| Scientech Research LLC | 11,543 | $233.1K | 0.23% | +11,543 | New |
| Whittier Trust Co | 11,617 | $234.4K | 0.00% | +28+0.2% | Added |
| JustInvest LLC | 12,590 | $254.2K | 0.01% | −210−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 12,621 | $254.8K | 0.00% | +12,621 | New |
| Neuberger Berman Group LLC | 12,915 | $260.8K | 0.00% | −3,617,067−99.6% | Reduced |
| HoldCo Asset Management, L.P. | 12,967 | $261.8K | 0.74% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,270 | $267.9K | 0.00% | +13,270 | New |
| Profund Advisors LLC | 13,345 | $269.4K | 0.01% | +1,609+13.7% | Added |
| Ameritas Investment Partners, Inc. | 13,784 | $278.3K | 0.01% | +554+4.2% | Added |
| AlphaMark Advisors, LLC | 14,513 | $293.0K | 0.11% | +14,513 | New |
| Graham Capital Management, L.P. | 14,675 | $296.3K | 0.01% | +14,675 | New |
| Ieq Capital, LLC | 15,381 | $310.5K | 0.01% | +186+1.2% | Added |
| The PNC Financial Services Group, Inc. | 15,408 | $311.1K | 0.00% | −1,412−8.4% | Reduced |
| Pictet Asset Management Holding SA | 15,508 | $313.1K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 15,589 | $314.7K | 0.04% | +177+1.1% | Added |
| Pathstone Holdings, LLC | 15,707 | $317.1K | 0.00% | +15,707 | New |
| Mercer Global Advisors Inc | 17,347 | $350.0K | 0.00% | +1,463+9.2% | Added |
| Tower Research Capital LLC (TRC) | 17,374 | $350.8K | 0.00% | +1,110+6.8% | Added |
| Sequoia Financial Advisors, LLC | 17,505 | $353.4K | 0.00% | +231+1.3% | Added |
| CWM, LLC | 17,652 | $356.0K | 0.00% | −497−2.7% | Reduced |
| Alps Advisors Inc | 18,535 | $374.2K | 0.00% | −1,055−5.4% | Reduced |
| Integrated Wealth Concepts LLC | 18,641 | $376.4K | 0.01% | +73+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 19,222 | $388.1K | 0.01% | +19,222 | New |
| Twinbeech Capital LP | 19,311 | $389.9K | 0.01% | +19,311 | New |
| Woodward Diversified Capital, LLC | 19,415 | $392.0K | 0.25% | +19,415 | New |
| Fox Run Management, L.L.C. | 19,604 | $395.8K | 0.10% | +19,604 | New |
| Bank of Montreal | 19,877 | $410.5K | 0.00% | +1,105+5.9% | Added |
| Everence Capital Management Inc | 21,560 | $435.0K | 0.03% | +5,790+36.7% | Added |
| Handelsbanken Fonder AB | 21,811 | $440.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 22,616 | $456.6K | 0.00% | −11,280−33.3% | Reduced |
| Mutual of America Capital Management LLC | 23,169 | $467.8K | 0.01% | −32−0.1% | Reduced |
| Lazari Capital Management, Inc. | 24,376 | $492.2K | 0.28% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24,535 | $495.4K | 0.01% | −1,997−7.5% | Reduced |
| GWM Advisors LLC | 24,553 | $495.7K | 0.00% | +24,264+8,395.8% | Added |
| Teacher Retirement System of Texas | 24,833 | $501.0K | 0.00% | −22,302−47.3% | Reduced |
| ProShare Advisors LLC | 24,976 | $504.3K | 0.00% | +4,732+23.4% | Added |
| Advantage Alpha Capital Partners LP | 25,736 | $519.6K | 0.10% | +25,736 | New |
| Guggenheim Capital LLC | 26,043 | $525.8K | 0.00% | −1,825−6.5% | Reduced |
| Natixis Advisors, L.P. | 26,984 | $544.0K | 0.00% | +6,257+30.2% | Added |
| US Bancorp | 27,129 | $547.7K | 0.00% | +2,691+11.0% | Added |