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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.

Institutional holdersQ1 2025: 238 institutions
Q1 2021: 181 institutionsQ2 2021: 171 institutionsQ3 2021: 186 institutionsQ4 2021: 185 institutionsQ1 2022: 197 institutionsQ2 2022: 217 institutionsQ3 2022: 236 institutionsQ4 2022: 244 institutionsQ1 2023: 239 institutionsQ2 2023: 214 institutionsQ3 2023: 214 institutionsQ4 2023: 224 institutionsQ1 2024: 224 institutionsQ2 2024: 221 institutionsQ3 2024: 232 institutionsQ4 2024: 230 institutionsQ1 2025: 238 institutionsQ2 2025: 252 institutionsQ3 2025: 257 institutionsQ4 2025: 265 institutionsQ1 2026: 285 institutionsQ2 2026: 323 institutions
Value heldQ1 2025: $1.93B
Q1 2021: $2.12BQ2 2021: $1.97BQ3 2021: $1.95BQ4 2021: $2.12BQ1 2022: $2.43BQ2 2022: $2.56BQ3 2022: $2.57BQ4 2022: $2.60BQ1 2023: $1.76BQ2 2023: $1.41BQ3 2023: $1.72BQ4 2023: $2.09BQ1 2024: $1.82BQ2 2024: $1.76BQ3 2024: $1.80BQ4 2024: $2.27BQ1 2025: $1.93BQ2 2025: $2.04BQ3 2025: $1.96BQ4 2025: $1.98BQ1 2026: $2.20BQ2 2026: $3.30B
Institutions holding CVBF and their total value by quarter
QuarterHoldersValue
Q2 2026323$3.30B
Q1 2026285$2.20B
Q4 2025265$1.98B
Q3 2025257$1.96B
Q2 2025252$2.04B
Q1 2025238$1.93B
Q4 2024230$2.27B
Q3 2024232$1.80B
Q2 2024221$1.76B
Q1 2024224$1.82B
Q4 2023224$2.09B
Q3 2023214$1.72B
Q2 2023214$1.41B
Q1 2023239$1.76B
Q4 2022244$2.60B
Q3 2022236$2.57B
Q2 2022217$2.56B
Q1 2022197$2.43B
Q4 2021185$2.12B
Q3 2021186$1.95B
Q2 2021171$1.97B
Q1 2021181$2.12B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q4 2024.

Institutions holding CVBF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LRI Investments, LLC303$5.59K0.00%00.0%Unchanged
Geneos Wealth Management Inc.302$5.58K0.00%+302New
Rothschild Investment LLC275$5.08K0.00%+60+27.9%Added
Trust Co of Vermont241$4.45K0.00%00.0%Unchanged
Hexagon Capital Partners LLC212$3.91K0.00%+44+26.2%Added
GWM Advisors LLC200$3.69K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.198$3.65K0.00%00.0%Unchanged
Hemington Wealth Management176$3.00K0.00%+59+50.4%Added
Bell Investment Advisors, Inc157$2.90K0.00%−26−14.2%Reduced
Assetmark, Inc146$2.69K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC136$2.51K0.00%+36+36.0%Added
Quent Capital, LLC122$2.25K0.00%00.0%Unchanged
SBI Securities Co., Ltd.112$2.07K0.00%+2+1.8%Added
Prestige Wealth Management Group LLC104$1.92K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc95$1.75K0.00%00.0%Unchanged
Amundi77$1.31K0.00%+44+133.3%Added
Private Wealth Asset Management, LLC70$1.29K0.00%+70New
CVA Family Office, LLC66$1.22K0.00%+66New
Bare Financial Services, Inc64$1.18K0.00%+64New
Spire Wealth Management63$1.16K0.00%−14−18.2%Reduced
UMA Financial Services, Inc.61$1.13K0.00%+61New
Stephens Consulting, LLC60$1.11K0.00%+60New
Private Wealth Management Group, LLC57$1.05K0.00%00.0%Unchanged
Rise Advisors, LLC50$9230.00%−889−94.7%Reduced
SJS Investment Consulting Inc.34$6280.00%+5+17.2%Added
DiNuzzo Private Wealth, Inc.31$5730.00%00.0%Unchanged
Global Financial Private Client, LLC18$3320.00%+9+100.0%Added
Bruce G. Allen Investments, LLC10$1850.00%00.0%Unchanged
Larson Financial Group LLC6$1110.00%00.0%Unchanged
WealthTrak Capital Management LLC5$930.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$920.00%00.0%Unchanged
IFP Advisors, Inc4$740.00%00.0%Unchanged
HFM Investment Advisors, LLC4$740.00%+4New
Bay Harbor Wealth Management, LLC3$550.00%+3New
True Wealth Design, LLC2$370.00%+2New
TD Waterhouse Canada Inc.1$180.00%00.0%Unchanged
Hantz Financial Services, Inc.13$00.00%+13New
Avion Wealth29$00.00%+29New
Boothbay Fund Management, LLC0$00.00%−271,786−100.0%Sold out
Roubaix Capital, LLC0$00.00%−162,061−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−90,818−100.0%Sold out
PMC FIG Opportunities LLC0$00.00%−78,895−100.0%Sold out
Trexquant Investment LP0$00.00%−46,384−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−41,273−100.0%Sold out
Squarepoint Ops LLC0$00.00%−30,045−100.0%Sold out
Persistent Asset Partners Ltd0$00.00%−24,853−100.0%Sold out
Jump Financial, LLC0$00.00%−17,860−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−13,711−100.0%Sold out
Algert Global LLC0$00.00%−12,673−100.0%Sold out
Fiduciary Trust Co0$00.00%−10,374−100.0%Sold out
We Are One Seven, LLC0$00.00%−10,318−100.0%Sold out
Savant Capital, LLC0$00.00%−10,304−100.0%Sold out
CIBC Asset Management Inc0$00.00%−9,658−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−9,612−100.0%Sold out
Xponance, Inc.0$00.00%−9,539−100.0%Sold out
Knightsbridge Asset Management, LLC0$00.00%−9,525−100.0%Sold out
Creative Planning0$00.00%−3,500−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−1,828−100.0%Sold out
Transce3nd, LLC0$00.00%−630−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−559−100.0%Sold out
Simplex Trading, LLC0$00.00%−101−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed