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 2024
Institutional positions in CVB Financial Corp as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 101.5M
- −1.80M (−1.7%) vs. Q4 2023
- Total value
- $1.82B
- −$276.4M (−13.2%) vs. Q4 2023
- New holders
- 30
- 66 more added
- Sold out
- 30
- 89 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 3 | $58 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 8 | $143 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $178 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 12 | $214 | 0.00% | +12 | New |
| Abound Wealth Management | 16 | $286 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $411 | 0.00% | −3−11.5% | Reduced |
| SJS Investment Consulting Inc. | 28 | $500 | 0.00% | −8−22.2% | Reduced |
| Spire Wealth Management | 29 | $517 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $569 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 110 | $1.00K | 0.00% | −90−45.0% | Reduced |
| Parkside Financial Bank & Trust | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $1.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $1.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $1.71K | 0.00% | −45−31.9% | Reduced |
| Signaturefd, LLC | 105 | $1.87K | 0.00% | +105 | New |
| ClariVest Asset Management LLC | 111 | $1.98K | 0.00% | +31+38.8% | Added |
| Allworth Financial LP | 121 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 121 | $2.17K | 0.00% | −1−0.8% | Reduced |
| Bell Investment Advisors, Inc | 161 | $2.87K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 189 | $3.37K | 0.00% | +94+98.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.53K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 270 | $4.82K | 0.00% | +270 | New |
| nVerses Capital, LLC | 300 | $5.35K | 0.01% | +300 | New |
| City State Bank | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 469 | $8.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 551 | $9.00K | 0.00% | +428+348.0% | Added |
| Smithfield Trust Co | 590 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 635 | $11.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 638 | $11.4K | 0.00% | −221−25.7% | Reduced |
| Farther Finance Advisors, LLC | 697 | $12.1K | 0.00% | −67−8.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 804 | $14.3K | 0.00% | −4,397−84.5% | Reduced |
| Headlands Technologies LLC | 876 | $15.6K | 0.00% | −5,187−85.6% | Reduced |
| Nomura Asset Management Co Ltd | 900 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 908 | $16.2K | 0.01% | +908 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,035 | $18.5K | 0.00% | +1,035 | New |
| Umb Bank N A | 1,154 | $20.6K | 0.00% | +52+4.7% | Added |
| Covestor Ltd | 1,469 | $26.0K | 0.02% | −1,119−43.2% | Reduced |
| Fifth Third Bancorp | 1,489 | $26.6K | 0.00% | +26+1.8% | Added |
| EntryPoint Capital, LLC | 1,490 | $26.6K | 0.02% | −1,738−53.8% | Reduced |
| Quarry LP | 1,699 | $30.3K | 0.01% | +1,699 | New |
| Massmutual Trust Co FSB | 1,943 | $34.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,049 | $36.6K | 0.00% | +174+9.3% | Added |
| KBC Group NV | 3,215 | $57.0K | 0.00% | −1,031−24.3% | Reduced |
| GAMMA Investing LLC | 3,446 | $61.5K | 0.01% | −1,592−31.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,068 | $90.4K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,530 | $98.7K | 0.00% | +5,530 | New |
| Bollard Group LLC | 5,789 | $103.0K | 0.00% | +62+1.1% | Added |
| Advisor Group Holdings, Inc. | 6,296 | $112.3K | 0.00% | −4,069−39.3% | Reduced |
| Metropolitan Life Insurance Co | 7,265 | $129.6K | 0.01% | −402−5.2% | Reduced |
| Assetmark, Inc | 7,785 | $138.9K | 0.00% | −813−9.5% | Reduced |
| Pinnacle Holdings, LLC | 7,803 | $139.2K | 0.06% | −420−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,604 | $153.5K | 0.00% | −8,770−50.5% | Reduced |
| HCR Wealth Advisors | 10,000 | $178.4K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,033 | $179.0K | 0.00% | +10,033 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,215 | $182.2K | 0.03% | +39+0.4% | Added |
| Crossmark Global Holdings, Inc. | 10,343 | $185.0K | 0.00% | −100−1.0% | Reduced |
| AQR Capital Management LLC | 10,425 | $186.0K | 0.00% | +10,425 | New |
| United Capital Financial Advisers, LLC | 10,924 | $194.9K | 0.00% | −1,697−13.4% | Reduced |
| State of Wisconsin Investment Board | 11,063 | $197.4K | 0.00% | −11,553−51.1% | Reduced |
| We Are One Seven, LLC | 11,194 | $199.7K | 0.01% | +648+6.1% | Added |
| Whittier Trust Co | 11,640 | $207.7K | 0.00% | +23+0.2% | Added |
| Profund Advisors LLC | 11,823 | $210.9K | 0.01% | −1,522−11.4% | Reduced |
| Merit Financial Group, LLC | 12,460 | $214.4K | 0.01% | +12,460 | New |
| Russell Investments Group, Ltd. | 12,571 | $224.3K | 0.00% | +12,436+9,211.9% | Added |
| Catalyst Funds Management Pty Ltd | 12,900 | $230.1K | 0.06% | +12,900 | New |
| HoldCo Asset Management, L.P. | 12,967 | $231.3K | 1.38% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,124 | $234.1K | 0.00% | −146−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 13,784 | $245.9K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 13,790 | $246.0K | 0.01% | +1,200+9.5% | Added |
| The PNC Financial Services Group, Inc. | 14,243 | $254.1K | 0.00% | −1,165−7.6% | Reduced |
| Quest Partners LLC | 14,504 | $258.8K | 0.04% | +14,504 | New |
| Pictet Asset Management Holding SA | 15,508 | $276.7K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,703 | $280.1K | 0.00% | −40.0% | Reduced |
| Private Advisor Group, LLC | 16,068 | $286.7K | 0.00% | +16,068 | New |
| Mercer Global Advisors Inc | 16,525 | $295.0K | 0.00% | −822−4.7% | Reduced |
| Sequoia Financial Advisors, LLC | 16,827 | $300.2K | 0.00% | −678−3.9% | Reduced |
| CWM, LLC | 17,540 | $313.0K | 0.00% | −112−0.6% | Reduced |
| SG Americas Securities, LLC | 17,943 | $320.0K | 0.00% | +17,943 | New |
| Ethic Inc. | 18,326 | $326.9K | 0.01% | −12,877−41.3% | Reduced |
| Entropy Technologies, LP | 18,464 | $329.4K | 0.04% | +18,464 | New |
| Integrated Wealth Concepts LLC | 18,659 | $332.9K | 0.00% | +18+0.1% | Added |
| Los Angeles Capital Management LLC | 18,711 | $333.8K | 0.00% | −8,937−32.3% | Reduced |
| Advantage Alpha Capital Partners LP | 19,010 | $339.1K | 0.06% | −6,726−26.1% | Reduced |
| Woodward Diversified Capital, LLC | 19,415 | $346.4K | 0.22% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 21,266 | $353.0K | 0.01% | +21,266 | New |
| Teacher Retirement System of Texas | 20,401 | $364.0K | 0.00% | −4,432−17.8% | Reduced |
| Ieq Capital, LLC | 20,547 | $366.6K | 0.01% | +5,166+33.6% | Added |
| Bank of Montreal | 20,739 | $370.4K | 0.00% | +862+4.3% | Added |
| Natixis Advisors, L.P. | 20,861 | $372.0K | 0.00% | −6,123−22.7% | Reduced |
| Everence Capital Management Inc | 21,560 | $385.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 22,806 | $406.9K | 0.00% | −363−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 22,930 | $409.1K | 0.06% | +7,341+47.1% | Added |
| Steward Partners Investment Advisory, LLC | 23,441 | $418.2K | 0.00% | −1,094−4.5% | Reduced |
| Lazari Capital Management, Inc. | 24,376 | $434.9K | 0.24% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,553 | $438.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 26,336 | $469.8K | 0.00% | −793−2.9% | Reduced |
| ProShare Advisors LLC | 26,820 | $478.5K | 0.00% | +1,844+7.4% | Added |
| Handelsbanken Fonder AB | 26,911 | $480.0K | 0.00% | +5,100+23.4% | Added |
| Citadel Advisors LLC | 27,012 | $481.9K | 0.00% | −471,863−94.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,588 | $510.0K | 0.00% | +23+0.1% | Added |