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 2024
Institutional positions in CVB Financial Corp as of Sep 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
- 232
- +12 vs. Q2 2024
- Shares held
- 100.5M
- +18.6M (+22.8%) vs. Q2 2024
- Total value
- $1.80B
- +$381.4M (+26.9%) vs. Q2 2024
- New holders
- 33
- 71 more added
- Sold out
- 21
- 85 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 29 | $0 | 0.00% | +29 | New |
| TD Waterhouse Canada Inc. | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $18 | 0.00% | +1 | New |
| Larson Financial Group LLC | 6 | $107 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 8 | $143 | 0.00% | +8 | New |
| Mendota Financial Group, LLC | 9 | $161 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $178 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $499 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $553 | 0.00% | +4+14.8% | Added |
| Voisard Asset Management Group, Inc. | 37 | $660 | 0.00% | +37 | New |
| Global Retirement Partners, LLC | 44 | $777 | 0.00% | +12+37.5% | Added |
| Parkside Financial Bank & Trust | 56 | $998 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 77 | $1.00K | 0.00% | +77 | New |
| Private Wealth Management Group, LLC | 57 | $1.02K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 59 | $1.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60 | $1.07K | 0.00% | +60 | New |
| Spire Wealth Management | 77 | $1.37K | 0.00% | +77 | New |
| Hexagon Capital Partners LLC | 87 | $1.55K | 0.00% | +87 | New |
| Quarry LP | 90 | $1.60K | 0.00% | −18−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 95 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $1.78K | 0.00% | +4+4.2% | Added |
| Planned Solutions, Inc. | 101 | $1.80K | 0.00% | +101 | New |
| Prestige Wealth Management Group LLC | 104 | $1.88K | 0.00% | +104 | New |
| Capital Performance Advisors LLP | 121 | $2.16K | 0.00% | +121 | New |
| Allworth Financial LP | 121 | $2.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 122 | $2.17K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 134 | $2.39K | 0.00% | −508−79.1% | Reduced |
| Assetmark, Inc | 146 | $2.60K | 0.00% | −7,849−98.2% | Reduced |
| Bell Investment Advisors, Inc | 161 | $2.87K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $3.12K | 0.00% | +85+94.4% | Added |
| SRS Capital Advisors, Inc. | 197 | $3.51K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.53K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.56K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 241 | $4.29K | 0.00% | +241 | New |
| LRI Investments, LLC | 303 | $6.85K | 0.00% | +81+36.5% | Added |
| Sterling Capital Management LLC | 456 | $8.13K | 0.00% | +456 | New |
| Huntington National Bank | 486 | $8.66K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 586 | $10.0K | 0.00% | +586 | New |
| EverSource Wealth Advisors, LLC | 609 | $10.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $12.5K | 0.00% | +700 | New |
| Nomura Asset Management Co Ltd | 900 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 901 | $16.1K | 0.00% | +69+8.3% | Added |
| Rise Advisors, LLC | 929 | $16.5K | 0.01% | +10+1.1% | Added |
| ORG Partners LLC | 1,043 | $18.6K | 0.00% | −360−25.7% | Reduced |
| Umb Bank N A | 1,089 | $19.4K | 0.00% | −89−7.6% | Reduced |
| Picton Mahoney Asset Management | 1,164 | $21.0K | 0.00% | +1,164 | New |
| Versant Capital Management, Inc | 1,205 | $21.5K | 0.00% | −558−31.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,510 | $26.9K | 0.00% | +1,510 | New |
| Fifth Third Bancorp | 1,581 | $28.2K | 0.00% | +87+5.8% | Added |
| Jones Financial Companies LLLP | 1,595 | $28.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,792 | $31.8K | 0.00% | +584+48.3% | Added |
| Quadrant Capital Group LLC | 1,811 | $32.3K | 0.00% | −38−2.1% | Reduced |
| Massmutual Trust Co FSB | 1,978 | $35.2K | 0.00% | +35+1.8% | Added |
| Public Employees Retirement System of Ohio | 2,047 | $36.5K | 0.00% | +57+2.9% | Added |
| Covestor Ltd | 2,054 | $37.0K | 0.02% | −488−19.2% | Reduced |
| Simplex Trading, LLC | 2,155 | $38.0K | 0.00% | +2,155 | New |
| Catalyst Funds Management Pty Ltd | 3,300 | $58.8K | 0.01% | +2,500+312.5% | Added |
| Advisor Group Holdings, Inc. | 4,321 | $77.0K | 0.00% | −16−0.4% | Reduced |
| GAMMA Investing LLC | 4,367 | $77.8K | 0.01% | +780+21.7% | Added |
| KBC Group NV | 4,449 | $79.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,924 | $87.7K | 0.00% | −6,744−57.8% | Reduced |
| Ronald Blue Trust, Inc. | 5,190 | $89.5K | 0.00% | −18,243−77.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,068 | $90.3K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,250 | $93.6K | 0.00% | −280−5.1% | Reduced |
| Bollard Group LLC | 5,921 | $106.0K | 0.00% | +59+1.0% | Added |
| SG Americas Securities, LLC | 6,020 | $107.0K | 0.00% | +6,020 | New |
| Pinnacle Holdings, LLC | 7,803 | $139.0K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,000 | $178.2K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,053 | $179.1K | 0.00% | −2,576−20.4% | Reduced |
| Brevan Howard Capital Management LP | 10,055 | $179.2K | 0.01% | +10,055 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,062 | $179.3K | 0.02% | −148−1.4% | Reduced |
| Man Group plc | 10,508 | $187.3K | 0.00% | +10,508 | New |
| We Are One Seven, LLC | 10,571 | $188.4K | 0.01% | −316−2.9% | Reduced |
| Dark Forest Capital Management LP | 11,475 | $204.5K | 0.03% | −32,852−74.1% | Reduced |
| State of Wisconsin Investment Board | 11,939 | $212.8K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 12,038 | $214.5K | 0.00% | +12,038 | New |
| Private Advisor Group, LLC | 12,447 | $221.8K | 0.00% | +221+1.8% | Added |
| CIBC Asset Management Inc | 12,535 | $223.4K | 0.00% | −499−3.8% | Reduced |
| Russell Investments Group, Ltd. | 12,631 | $225.1K | 0.00% | −5,678−31.0% | Reduced |
| Guggenheim Capital LLC | 12,773 | $227.6K | 0.00% | −9,301−42.1% | Reduced |
| HoldCo Asset Management, L.P. | 12,967 | $231.1K | 1.22% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,981 | $231.3K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,669 | $237.7K | 0.00% | −2,874−17.4% | Reduced |
| The PNC Financial Services Group, Inc. | 13,997 | $249.4K | 0.00% | +116+0.8% | Added |
| PDT Partners, LLC | 14,870 | $265.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,966 | $267.2K | 0.00% | +468+3.2% | Added |
| Paloma Partners Management Co | 15,198 | $270.8K | 0.01% | +15,198 | New |
| Profund Advisors LLC | 15,362 | $273.8K | 0.01% | +1,884+14.0% | Added |
| Everence Capital Management Inc | 15,780 | $281.0K | 0.02% | −5,780−26.8% | Reduced |
| Sequoia Financial Advisors, LLC | 16,006 | $285.2K | 0.00% | −511−3.1% | Reduced |
| JustInvest LLC | 16,739 | $298.3K | 0.00% | +2,201+15.1% | Added |
| CWM, LLC | 17,708 | $316.0K | 0.00% | −112−0.6% | Reduced |
| Ethic Inc. | 18,326 | $326.9K | 0.01% | −432−2.3% | Reduced |
| Bank of Montreal | 18,503 | $328.1K | 0.00% | −51,569−73.6% | Reduced |
| Pictet Asset Management Holding SA | 18,421 | $328.3K | 0.00% | +2,913+18.8% | Added |
| Los Angeles Capital Management LLC | 18,711 | $333.4K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 19,000 | $338.6K | 0.21% | −415−2.1% | Reduced |
| AlphaMark Advisors, LLC | 19,179 | $342.0K | 0.12% | +859+4.7% | Added |
| Mutual of America Capital Management LLC | 19,749 | $351.9K | 0.00% | −2,056−9.4% | Reduced |
| Tower Research Capital LLC (TRC) | 20,262 | $361.1K | 0.01% | −34,248−62.8% | Reduced |