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 2024
Institutional positions in CVB Financial Corp as of Dec 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
- 230
- +3 vs. Q3 2024
- Shares held
- 105.8M
- +5.82M (+5.8%) vs. Q3 2024
- Total value
- $2.27B
- +$484.9M (+27.1%) vs. Q3 2024
- New holders
- 39
- 84 more added
- Sold out
- 36
- 69 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $22 | 0.00% | +1 | New |
| IFP Advisors, Inc | 4 | $86 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 5 | $107 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $108 | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $128 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $193 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $214 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $621 | 0.00% | +1+3.6% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $664 | 0.00% | 00.0% | Unchanged |
| Amundi | 33 | $675 | 0.00% | +33 | New |
| Global Retirement Partners, LLC | 44 | $941 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 55 | $1.18K | 0.00% | −1−1.8% | Reduced |
| Private Wealth Management Group, LLC | 57 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 77 | $1.65K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 101 | $2.00K | 0.00% | −2,054−95.3% | Reduced |
| Hemington Wealth Management | 117 | $2.00K | 0.00% | +40+51.9% | Added |
| Farmers & Merchants Investments Inc | 95 | $2.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $2.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 104 | $2.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 110 | $2.35K | 0.00% | +110 | New |
| Quent Capital, LLC | 122 | $2.61K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 146 | $3.13K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 168 | $3.60K | 0.00% | +81+93.1% | Added |
| Bell Investment Advisors, Inc | 183 | $3.92K | 0.00% | +22+13.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $4.20K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $4.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 215 | $4.60K | 0.00% | +40+22.9% | Added |
| Trust Co of Vermont | 241 | $5.16K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 303 | $6.49K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 308 | $6.59K | 0.00% | +218+242.2% | Added |
| Huntington National Bank | 486 | $10.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 559 | $12.0K | 0.00% | +559 | New |
| Transce3nd, LLC | 630 | $13.5K | 0.00% | +630 | New |
| EverSource Wealth Advisors, LLC | 636 | $13.6K | 0.00% | +27+4.4% | Added |
| Harbor Capital Advisors, Inc. | 637 | $14.0K | 0.00% | +51+8.7% | Added |
| Mather Group, LLC. | 757 | $16.2K | 0.00% | +757 | New |
| Farther Finance Advisors, LLC | 894 | $19.1K | 0.00% | −7−0.8% | Reduced |
| Rise Advisors, LLC | 939 | $20.1K | 0.01% | +10+1.1% | Added |
| Principal Securities, Inc. | 1,030 | $22.1K | 0.00% | +896+668.7% | Added |
| ORG Partners LLC | 1,043 | $22.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,089 | $23.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,474 | $31.6K | 0.01% | +269+22.3% | Added |
| Fifth Third Bancorp | 1,581 | $33.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,595 | $34.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,620 | $34.7K | 0.00% | +720+80.0% | Added |
| STRS Ohio | 1,800 | $38.5K | 0.00% | +1,800 | New |
| Quadrant Capital Group LLC | 1,811 | $38.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,828 | $39.1K | 0.04% | +1,828 | New |
| Massmutual Trust Co FSB | 1,978 | $42.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,049 | $43.9K | 0.00% | +2+0.1% | Added |
| Covestor Ltd | 2,091 | $45.0K | 0.03% | +37+1.8% | Added |
| Hopwood Financial Services, Inc. | 2,493 | $53.4K | 0.04% | +2,493 | New |
| Ronald Blue Trust, Inc. | 2,815 | $60.3K | 0.00% | −2,375−45.8% | Reduced |
| Creative Planning | 3,500 | $74.9K | 0.00% | +3,500 | New |
| Advisor Group Holdings, Inc. | 4,111 | $88.0K | 0.00% | −210−4.9% | Reduced |
| Sterling Capital Management LLC | 4,175 | $89.4K | 0.00% | +3,719+815.6% | Added |
| Smartleaf Asset Management LLC | 4,389 | $95.3K | 0.01% | +2,597+144.9% | Added |
| GAMMA Investing LLC | 4,820 | $103.2K | 0.01% | +453+10.4% | Added |
| Whittier Trust Co | 4,947 | $105.9K | 0.00% | +23+0.5% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $108.5K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,312 | $113.7K | 0.00% | −14,950−73.8% | Reduced |
| SG Americas Securities, LLC | 5,868 | $126.0K | 0.00% | −152−2.5% | Reduced |
| Bollard Group LLC | 5,984 | $128.0K | 0.00% | +63+1.1% | Added |
| KBC Group NV | 6,005 | $129.0K | 0.00% | +1,556+35.0% | Added |
| Northwestern Mutual Wealth Management Co | 6,810 | $145.8K | 0.00% | +1,560+29.7% | Added |
| Pinnacle Holdings, LLC | 7,803 | $167.1K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 8,281 | $177.0K | 0.00% | −9,427−53.2% | Reduced |
| QRG Capital Management, Inc. | 9,389 | $201.0K | 0.00% | +9,389 | New |
| Knightsbridge Asset Management, LLC | 9,525 | $203.9K | 0.05% | +9,525 | New |
| Xponance, Inc. | 9,539 | $204.2K | 0.00% | +9,539 | New |
| Crossmark Global Holdings, Inc. | 9,612 | $206.0K | 0.00% | +9,612 | New |
| CIBC Asset Management Inc | 9,658 | $206.8K | 0.00% | −2,877−23.0% | Reduced |
| HCR Wealth Advisors | 10,000 | $214.1K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,049 | $215.1K | 0.00% | +10,049 | New |
| Savant Capital, LLC | 10,304 | $220.6K | 0.00% | +10,304 | New |
| We Are One Seven, LLC | 10,318 | $220.9K | 0.01% | −253−2.4% | Reduced |
| Fiduciary Trust Co | 10,374 | $222.1K | 0.00% | +10,374 | New |
| Whelan Financial | 10,619 | $227.4K | 0.09% | +10,619 | New |
| Private Advisor Group, LLC | 11,251 | $240.9K | 0.00% | −1,196−9.6% | Reduced |
| Kestra Investment Management, LLC | 12,185 | $260.9K | 0.01% | +12,185 | New |
| CIBC World Markets Corp | 12,399 | $265.5K | 0.00% | +12,399 | New |
| Algert Global LLC | 12,673 | $271.3K | 0.01% | +12,673 | New |
| Russell Investments Group, Ltd. | 12,797 | $274.0K | 0.00% | +166+1.3% | Added |
| State of Wisconsin Investment Board | 12,964 | $277.6K | 0.00% | +1,025+8.6% | Added |
| The PNC Financial Services Group, Inc. | 13,460 | $288.2K | 0.00% | −537−3.8% | Reduced |
| Dark Forest Capital Management LP | 13,711 | $293.6K | 0.04% | +2,236+19.5% | Added |
| Ameritas Investment Partners, Inc. | 13,861 | $296.8K | 0.01% | +880+6.8% | Added |
| Everence Capital Management Inc | 14,930 | $320.0K | 0.02% | −850−5.4% | Reduced |
| Sequoia Financial Advisors, LLC | 15,840 | $339.1K | 0.00% | −166−1.0% | Reduced |
| Mercer Global Advisors Inc | 16,463 | $352.5K | 0.00% | +2,794+20.4% | Added |
| Jump Financial, LLC | 17,860 | $382.4K | 0.01% | +17,860 | New |
| Ethic Inc. | 18,265 | $391.1K | 0.01% | −61−0.3% | Reduced |
| JustInvest LLC | 18,311 | $392.0K | 0.01% | +1,572+9.4% | Added |
| CI Private Wealth, LLC | 19,012 | $407.1K | 0.00% | −10,272−35.1% | Reduced |
| Public Employees Retirement Association of Colorado | 19,080 | $409.0K | 0.00% | −691,871−97.3% | Reduced |
| Pictet Asset Management Holding SA | 19,475 | $417.0K | 0.00% | +1,054+5.7% | Added |
| New Age Alpha Advisors, LLC | 19,483 | $417.1K | 0.02% | +19,483 | New |
| Mutual of America Capital Management LLC | 19,889 | $425.8K | 0.00% | +140+0.7% | Added |
| Los Angeles Capital Management LLC | 20,401 | $436.8K | 0.00% | +1,690+9.0% | Added |