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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.53K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 197 | $3.51K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $3.12K | 0.00% | +85+94.4% | Added |
| Bell Investment Advisors, Inc | 161 | $2.87K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 146 | $2.60K | 0.00% | −7,849−98.2% | Reduced |
| Principal Securities, Inc. | 134 | $2.39K | 0.00% | −508−79.1% | Reduced |
| Quent Capital, LLC | 122 | $2.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $2.16K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 121 | $2.16K | 0.00% | +121 | New |
| Prestige Wealth Management Group LLC | 104 | $1.88K | 0.00% | +104 | New |
| Planned Solutions, Inc. | 101 | $1.80K | 0.00% | +101 | New |
| JFS Wealth Advisors, LLC | 100 | $1.78K | 0.00% | +4+4.2% | Added |
| Farmers & Merchants Investments Inc | 95 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 90 | $1.60K | 0.00% | −18−16.7% | Reduced |
| Hexagon Capital Partners LLC | 87 | $1.55K | 0.00% | +87 | New |
| Spire Wealth Management | 77 | $1.37K | 0.00% | +77 | New |
| AdvisorNet Financial, Inc | 60 | $1.07K | 0.00% | +60 | New |
| ClariVest Asset Management LLC | 59 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 77 | $1.00K | 0.00% | +77 | New |
| Parkside Financial Bank & Trust | 56 | $998 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 44 | $777 | 0.00% | +12+37.5% | Added |
| Voisard Asset Management Group, Inc. | 37 | $660 | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $553 | 0.00% | +4+14.8% | Added |
| SJS Investment Consulting Inc. | 28 | $499 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $178 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 9 | $161 | 0.00% | +9 | New |
| Claris Advisors, LLC | 8 | $143 | 0.00% | +8 | New |
| Larson Financial Group LLC | 6 | $107 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $18 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 29 | $0 | 0.00% | +29 | New |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −848,543−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −91,932−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −89,427−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −75,325−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −39,211−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −32,847−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −31,120−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −22,365−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −18,683−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −16,545−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,031−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,106−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,680−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,131−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −10,256−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |