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 2025
Institutional positions in CVB Financial Corp as of Mar 31, 2025. 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
- 238
- +10 vs. Q4 2024
- Shares held
- 104.4M
- −1.06M (−1.0%) vs. Q4 2024
- Total value
- $1.93B
- −$332.5M (−14.7%) vs. Q4 2024
- New holders
- 33
- 76 more added
- Sold out
- 23
- 78 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 13 | $0 | 0.00% | +13 | New |
| Avion Wealth | 29 | $0 | 0.00% | +29 | New |
| TD Waterhouse Canada Inc. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $37 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $55 | 0.00% | +3 | New |
| IFP Advisors, Inc | 4 | $74 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $74 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 5 | $92 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $93 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $185 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $332 | 0.00% | +9+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $573 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $628 | 0.00% | +5+17.2% | Added |
| Rise Advisors, LLC | 50 | $923 | 0.00% | −889−94.7% | Reduced |
| Private Wealth Management Group, LLC | 57 | $1.05K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 60 | $1.11K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 61 | $1.13K | 0.00% | +61 | New |
| Spire Wealth Management | 63 | $1.16K | 0.00% | −14−18.2% | Reduced |
| Bare Financial Services, Inc | 64 | $1.18K | 0.00% | +64 | New |
| CVA Family Office, LLC | 66 | $1.22K | 0.00% | +66 | New |
| Private Wealth Asset Management, LLC | 70 | $1.29K | 0.00% | +70 | New |
| Amundi | 77 | $1.31K | 0.00% | +44+133.3% | Added |
| Farmers & Merchants Investments Inc | 95 | $1.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 104 | $1.92K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 112 | $2.07K | 0.00% | +2+1.8% | Added |
| Quent Capital, LLC | 122 | $2.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 136 | $2.51K | 0.00% | +36+36.0% | Added |
| Assetmark, Inc | 146 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $2.90K | 0.00% | −26−14.2% | Reduced |
| Hemington Wealth Management | 176 | $3.00K | 0.00% | +59+50.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.65K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 212 | $3.91K | 0.00% | +44+26.2% | Added |
| Trust Co of Vermont | 241 | $4.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 275 | $5.08K | 0.00% | +60+27.9% | Added |
| Geneos Wealth Management Inc. | 302 | $5.58K | 0.00% | +302 | New |
| LRI Investments, LLC | 303 | $5.59K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 327 | $6.04K | 0.00% | −159−32.7% | Reduced |
| Parkside Financial Bank & Trust | 341 | $6.30K | 0.00% | +286+520.0% | Added |
| STRS Ohio | 500 | $9.23K | 0.00% | −1,300−72.2% | Reduced |
| Mather Group, LLC. | 757 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 780 | $14.0K | 0.01% | −1,311−62.7% | Reduced |
| Farther Finance Advisors, LLC | 826 | $15.2K | 0.00% | −68−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 852 | $15.7K | 0.00% | +216+34.0% | Added |
| Harbor Capital Advisors, Inc. | 842 | $16.0K | 0.00% | +205+32.2% | Added |
| Neo Ivy Capital Management | 868 | $16.0K | 0.01% | +868 | New |
| ORG Partners LLC | 1,043 | $19.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,030 | $22.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,258 | $23.2K | 0.00% | +1,258 | New |
| Umb Bank N A | 1,320 | $24.4K | 0.00% | +231+21.2% | Added |
| Versant Capital Management, Inc | 1,393 | $25.7K | 0.00% | −81−5.5% | Reduced |
| Quest Partners LLC | 1,442 | $26.6K | 0.00% | +1,442 | New |
| Jones Financial Companies LLLP | 1,595 | $29.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,620 | $29.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,724 | $31.8K | 0.00% | +143+9.0% | Added |
| Quadrant Capital Group LLC | 1,811 | $33.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,063 | $38.1K | 0.00% | +85+4.3% | Added |
| Public Employees Retirement System of Ohio | 2,145 | $39.6K | 0.00% | +96+4.7% | Added |
| Sterling Capital Management LLC | 2,286 | $42.2K | 0.00% | −1,889−45.2% | Reduced |
| Skopos Labs, Inc. | 2,408 | $44.5K | 0.01% | +2,407+240,700.0% | Added |
| Hopwood Financial Services, Inc. | 2,493 | $46.0K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 3,010 | $55.6K | 0.01% | +2,702+877.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,405 | $62.9K | 0.00% | −3,405−50.0% | Reduced |
| Smartleaf Asset Management LLC | 4,305 | $79.5K | 0.01% | −84−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,470 | $82.5K | 0.00% | +1,655+58.8% | Added |
| Whittier Trust Co | 4,970 | $91.7K | 0.00% | +23+0.5% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $93.6K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,080 | $93.8K | 0.01% | +260+5.4% | Added |
| Bollard Group LLC | 6,044 | $112.0K | 0.00% | +60+1.0% | Added |
| KBC Group NV | 7,231 | $133.0K | 0.00% | +1,226+20.4% | Added |
| Pinnacle Holdings, LLC | 7,803 | $144.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,134 | $150.2K | 0.00% | +4,023+97.9% | Added |
| CWM, LLC | 8,159 | $151.0K | 0.00% | −122−1.5% | Reduced |
| Headlands Technologies LLC | 8,806 | $162.6K | 0.02% | +8,806 | New |
| BNP Paribas Arbitrage, SA | 9,272 | $171.2K | 0.00% | −17,636−65.5% | Reduced |
| HCR Wealth Advisors | 10,000 | $184.6K | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $184.6K | 0.00% | +10,000 | New |
| O'Shaughnessy Asset Management, LLC | 10,014 | $184.9K | 0.00% | −35−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,112 | $186.7K | 0.01% | +4,800+90.4% | Added |
| QRG Capital Management, Inc. | 10,267 | $189.5K | 0.00% | +878+9.4% | Added |
| Guggenheim Capital LLC | 10,341 | $190.9K | 0.00% | +10,341 | New |
| FMR LLC | 10,382 | $191.7K | 0.00% | −61,061−85.5% | Reduced |
| Whelan Financial | 10,619 | $196.0K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,645 | $197.0K | 0.00% | +4,777+81.4% | Added |
| Twinbeech Capital LP | 10,753 | $198.5K | 0.00% | +10,753 | New |
| TrueMark Investments, LLC | 10,904 | $201.3K | 0.05% | +10,904 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,094 | $204.8K | 0.00% | +11,094 | New |
| New Age Alpha Advisors, LLC | 11,193 | $206.6K | 0.01% | −8,290−42.5% | Reduced |
| Private Advisor Group, LLC | 11,251 | $207.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 11,611 | $214.3K | 0.00% | +11,611 | New |
| Advantage Alpha Capital Partners LP | 11,678 | $215.6K | 0.05% | −18,129−60.8% | Reduced |
| Kestra Investment Management, LLC | 12,185 | $224.9K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,385 | $228.6K | 0.01% | −8,607−41.0% | Reduced |
| The PNC Financial Services Group, Inc. | 13,462 | $248.5K | 0.00% | +20.0% | Added |
| Ameritas Investment Partners, Inc. | 13,861 | $255.9K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,938 | $257.0K | 0.02% | +13,938 | New |
| Schonfeld Strategic Advisors LLC | 14,540 | $268.4K | 0.00% | +14,540 | New |
| State of Wisconsin Investment Board | 14,624 | $270.0K | 0.00% | +1,660+12.8% | Added |
| MQS Management LLC | 14,652 | $270.5K | 0.16% | +14,652 | New |