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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 303 | $5.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 302 | $5.58K | 0.00% | +302 | New |
| Rothschild Investment LLC | 275 | $5.08K | 0.00% | +60+27.9% | Added |
| Trust Co of Vermont | 241 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 212 | $3.91K | 0.00% | +44+26.2% | Added |
| GWM Advisors LLC | 200 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.65K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 176 | $3.00K | 0.00% | +59+50.4% | Added |
| Bell Investment Advisors, Inc | 157 | $2.90K | 0.00% | −26−14.2% | Reduced |
| Assetmark, Inc | 146 | $2.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 136 | $2.51K | 0.00% | +36+36.0% | Added |
| Quent Capital, LLC | 122 | $2.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 112 | $2.07K | 0.00% | +2+1.8% | Added |
| Prestige Wealth Management Group LLC | 104 | $1.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $1.75K | 0.00% | 00.0% | Unchanged |
| Amundi | 77 | $1.31K | 0.00% | +44+133.3% | Added |
| Private Wealth Asset Management, LLC | 70 | $1.29K | 0.00% | +70 | New |
| CVA Family Office, LLC | 66 | $1.22K | 0.00% | +66 | New |
| Bare Financial Services, Inc | 64 | $1.18K | 0.00% | +64 | New |
| Spire Wealth Management | 63 | $1.16K | 0.00% | −14−18.2% | Reduced |
| UMA Financial Services, Inc. | 61 | $1.13K | 0.00% | +61 | New |
| Stephens Consulting, LLC | 60 | $1.11K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 57 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 50 | $923 | 0.00% | −889−94.7% | Reduced |
| SJS Investment Consulting Inc. | 34 | $628 | 0.00% | +5+17.2% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $573 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $332 | 0.00% | +9+100.0% | Added |
| Bruce G. Allen Investments, LLC | 10 | $185 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $111 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $93 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $92 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $74 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $74 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 3 | $55 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $37 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 13 | $0 | 0.00% | +13 | New |
| Avion Wealth | 29 | $0 | 0.00% | +29 | New |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −271,786−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −162,061−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −90,818−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −78,895−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −46,384−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −41,273−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,045−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −24,853−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,860−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −13,711−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −12,673−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −10,374−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −10,304−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −9,658−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −9,612−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −9,539−100.0% | Sold out |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −9,525−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |