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 2024
Institutional positions in CVB Financial Corp as of Jun 30, 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
- 221
- −2 vs. Q1 2024
- Shares held
- 102.0M
- +764.0K (+0.8%) vs. Q1 2024
- Total value
- $1.76B
- −$47.1M (−2.6%) vs. Q1 2024
- New holders
- 23
- 75 more added
- Sold out
- 25
- 88 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $17 | 0.00% | +1 | New |
| Larson Financial Group LLC | 6 | $103 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 10 | $172 | 0.00% | −2−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $466 | 0.00% | +4+17.4% | Added |
| SJS Investment Consulting Inc. | 28 | $483 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $556 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $966 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $983 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | −35−31.8% | Reduced |
| ClariVest Asset Management LLC | 59 | $1.02K | 0.00% | −52−46.8% | Reduced |
| Rothschild Investment LLC | 90 | $1.55K | 0.00% | +80+800.0% | Added |
| Farmers & Merchants Investments Inc | 95 | $1.64K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $1.66K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 108 | $1.86K | 0.00% | −1,591−93.6% | Reduced |
| Quent Capital, LLC | 122 | $2.10K | 0.00% | +1+0.8% | Added |
| Allworth Financial LP | 121 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 161 | $2.78K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 171 | $2.95K | 0.00% | +171 | New |
| SRS Capital Advisors, Inc. | 197 | $3.40K | 0.00% | +197 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.41K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.45K | 0.00% | −24,353−99.2% | Reduced |
| LRI Investments, LLC | 222 | $3.83K | 0.00% | +222 | New |
| Group One Trading, L.P. | 270 | $4.66K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 486 | $8.38K | 0.00% | +17+3.6% | Added |
| Principal Securities, Inc. | 642 | $11.1K | 0.00% | +4+0.6% | Added |
| EverSource Wealth Advisors, LLC | 609 | $11.6K | 0.00% | +58+10.5% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $13.8K | 0.00% | −12,100−93.8% | Reduced |
| Farther Finance Advisors, LLC | 832 | $14.2K | 0.00% | +135+19.4% | Added |
| Nomura Asset Management Co Ltd | 900 | $15.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 919 | $15.8K | 0.01% | +11+1.2% | Added |
| Umb Bank N A | 1,178 | $20.3K | 0.00% | +24+2.1% | Added |
| Smartleaf Asset Management LLC | 1,208 | $20.5K | 0.00% | +1,208 | New |
| ORG Partners LLC | 1,403 | $23.9K | 0.00% | +1,403 | New |
| Fifth Third Bancorp | 1,494 | $25.8K | 0.00% | +5+0.3% | Added |
| Jones Financial Companies LLLP | 1,595 | $27.5K | 0.00% | +1,595 | New |
| nVerses Capital, LLC | 1,700 | $29.3K | 0.02% | +1,400+466.7% | Added |
| Versant Capital Management, Inc | 1,763 | $30.4K | 0.01% | +1,574+832.8% | Added |
| Quadrant Capital Group LLC | 1,849 | $31.9K | 0.00% | +1,214+191.2% | Added |
| Massmutual Trust Co FSB | 1,943 | $33.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,990 | $34.3K | 0.00% | −59−2.9% | Reduced |
| Innealta Capital, LLC | 2,214 | $38.2K | 0.01% | +2,214 | New |
| Covestor Ltd | 2,542 | $44.0K | 0.03% | +1,073+73.0% | Added |
| GAMMA Investing LLC | 3,587 | $61.8K | 0.01% | +141+4.1% | Added |
| Advisor Group Holdings, Inc. | 4,337 | $74.8K | 0.00% | −1,959−31.1% | Reduced |
| KBC Group NV | 4,449 | $77.0K | 0.00% | +1,234+38.4% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $87.4K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,530 | $95.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,862 | $101.0K | 0.00% | +73+1.3% | Added |
| Pinnacle Holdings, LLC | 7,803 | $134.5K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 7,995 | $137.8K | 0.00% | +210+2.7% | Added |
| HCR Wealth Advisors | 10,000 | $172.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10,210 | $176.0K | 0.03% | −50.0% | Reduced |
| WBI Investments | 10,256 | $176.8K | 0.04% | +10,256 | New |
| We Are One Seven, LLC | 10,887 | $187.7K | 0.01% | −307−2.7% | Reduced |
| Squarepoint Ops LLC | 11,131 | $191.9K | 0.00% | −22,413−66.8% | Reduced |
| Whittier Trust Co | 11,668 | $201.0K | 0.00% | +28+0.2% | Added |
| State of Wisconsin Investment Board | 11,939 | $205.8K | 0.00% | +876+7.9% | Added |
| Private Advisor Group, LLC | 12,226 | $210.8K | 0.00% | −3,842−23.9% | Reduced |
| Merit Financial Group, LLC | 12,629 | $217.7K | 0.00% | +169+1.4% | Added |
| Verition Fund Management LLC | 12,680 | $218.6K | 0.00% | −19,844−61.0% | Reduced |
| HoldCo Asset Management, L.P. | 12,967 | $223.6K | 1.37% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,981 | $223.8K | 0.01% | −803−5.8% | Reduced |
| CIBC Asset Management Inc | 13,034 | $224.7K | 0.00% | −90−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 13,106 | $225.9K | 0.00% | +13,106 | New |
| Profund Advisors LLC | 13,478 | $232.4K | 0.01% | +1,655+14.0% | Added |
| EntryPoint Capital, LLC | 13,543 | $233.5K | 0.11% | +12,053+808.9% | Added |
| Intech Investment Management LLC | 13,693 | $236.1K | 0.00% | +13,693 | New |
| The PNC Financial Services Group, Inc. | 13,881 | $239.3K | 0.00% | −362−2.5% | Reduced |
| Algert Global LLC | 14,031 | $241.9K | 0.01% | −61,985−81.5% | Reduced |
| JustInvest LLC | 14,538 | $249.6K | 0.00% | +748+5.4% | Added |
| Pathstone Holdings, LLC | 14,498 | $249.9K | 0.00% | −1,205−7.7% | Reduced |
| PDT Partners, LLC | 14,870 | $256.4K | 0.02% | −21,684−59.3% | Reduced |
| Pictet Asset Management Holding SA | 15,508 | $267.4K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 16,517 | $284.7K | 0.00% | −310−1.8% | Reduced |
| Teacher Retirement System of Texas | 16,545 | $285.0K | 0.00% | −3,856−18.9% | Reduced |
| Mercer Global Advisors Inc | 16,543 | $285.2K | 0.00% | +18+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 16,927 | $292.0K | 0.00% | −137,815−89.1% | Reduced |
| Advantage Alpha Capital Partners LP | 17,201 | $296.5K | 0.06% | −1,809−9.5% | Reduced |
| CWM, LLC | 17,820 | $307.0K | 0.00% | +280+1.6% | Added |
| Russell Investments Group, Ltd. | 18,309 | $315.6K | 0.00% | +5,738+45.6% | Added |
| AlphaMark Advisors, LLC | 18,320 | $316.0K | 0.11% | +18,320 | New |
| Integrated Wealth Concepts LLC | 18,683 | $322.1K | 0.00% | +24+0.1% | Added |
| Los Angeles Capital Management LLC | 18,711 | $322.6K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 18,758 | $323.4K | 0.01% | +432+2.4% | Added |
| HSBC Holdings PLC | 18,932 | $326.4K | 0.00% | −68,463−78.3% | Reduced |
| Woodward Diversified Capital, LLC | 19,415 | $334.7K | 0.20% | 00.0% | Unchanged |
| Quantbot Technologies LP | 19,705 | $339.7K | 0.02% | −47,835−70.8% | Reduced |
| Everence Capital Management Inc | 21,560 | $352.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,489 | $353.2K | 0.00% | −6,331−23.6% | Reduced |
| Ieq Capital, LLC | 20,803 | $358.6K | 0.00% | +256+1.2% | Added |
| SpiderRock Advisors, LLC | 21,266 | $366.6K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 21,805 | $375.9K | 0.00% | −1,001−4.4% | Reduced |
| Guggenheim Capital LLC | 22,074 | $380.6K | 0.00% | −7,459−25.3% | Reduced |
| RSM US Wealth Management LLC | 22,365 | $381.6K | 0.01% | +22,365 | New |
| Pensionmark Financial Group, LLC | 22,629 | $390.1K | 0.02% | −301−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 22,948 | $395.6K | 0.00% | −493−2.1% | Reduced |
| AQR Capital Management LLC | 24,196 | $417.1K | 0.00% | +13,771+132.1% | Added |
| Ronald Blue Trust, Inc. | 23,433 | $418.0K | 0.01% | +23,433 | New |
| Lazari Capital Management, Inc. | 24,376 | $420.2K | 0.19% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 26,038 | $449.0K | 0.00% | +5,177+24.8% | Added |