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, Q2 2025
Institutional positions in CVB Financial Corp as of Jun 30, 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
- 252
- +14 vs. Q1 2025
- Shares held
- 102.9M
- −1.47M (−1.4%) vs. Q1 2025
- Total value
- $2.04B
- +$109.9M (+5.7%) vs. Q1 2025
- New holders
- 39
- 69 more added
- Sold out
- 25
- 103 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $79 | 0.00% | −2−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $98 | 0.00% | +2+66.7% | Added |
| WealthTrak Capital Management LLC | 5 | $99 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $99 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $179 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $198 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $198 | 0.00% | +6+150.0% | Added |
| Rialto Wealth Management, LLC | 10 | $198 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 13 | $257 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 16 | $317 | 0.00% | −18−52.9% | Reduced |
| CVA Family Office, LLC | 26 | $515 | 0.00% | −40−60.6% | Reduced |
| UMA Financial Services, Inc. | 27 | $535 | 0.00% | −34−55.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $614 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $950 | 0.00% | +48 | New |
| Rise Advisors, LLC | 50 | $990 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $1.03K | 0.00% | −250−82.8% | Reduced |
| Private Wealth Management Group, LLC | 57 | $1.13K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 74 | $1.49K | 0.02% | +74 | New |
| Farmers & Merchants Investments Inc | 80 | $1.58K | 0.00% | −15−15.8% | Reduced |
| Global Retirement Partners, LLC | 93 | $1.83K | 0.00% | +93 | New |
| JFS Wealth Advisors, LLC | 100 | $1.98K | 0.00% | −36−26.5% | Reduced |
| Prestige Wealth Management Group LLC | 104 | $2.06K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 112 | $2.22K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 127 | $2.51K | 0.00% | −19−13.0% | Reduced |
| IFP Advisors, Inc | 49 | $2.59K | 0.00% | +45+1,125.0% | Added |
| Hemington Wealth Management | 169 | $3.00K | 0.00% | −7−4.0% | Reduced |
| Bell Investment Advisors, Inc | 157 | $3.11K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.92K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.96K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 241 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 252 | $4.99K | 0.00% | +188+293.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 295 | $5.81K | 0.00% | +295 | New |
| Parkside Financial Bank & Trust | 300 | $5.94K | 0.00% | −41−12.0% | Reduced |
| LRI Investments, LLC | 303 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 327 | $6.47K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 334 | $6.61K | 0.00% | +334 | New |
| Rothschild Investment LLC | 340 | $6.73K | 0.00% | +65+23.6% | Added |
| STRS Ohio | 500 | $9.89K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 652 | $12.9K | 0.00% | −378−36.7% | Reduced |
| First Horizon Advisors, Inc. | 697 | $13.8K | 0.00% | +697 | New |
| Hantz Financial Services, Inc. | 707 | $14.0K | 0.00% | +694+5,338.5% | Added |
| Danske Bank A/S | 800 | $15.8K | 0.00% | +800 | New |
| Harbor Capital Advisors, Inc. | 796 | $16.0K | 0.00% | −46−5.5% | Reduced |
| Farther Finance Advisors, LLC | 809 | $16.0K | 0.00% | −17−2.1% | Reduced |
| ORG Partners LLC | 1,043 | $21.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,098 | $21.7K | 0.01% | −1,912−63.5% | Reduced |
| Umb Bank N A | 1,228 | $24.3K | 0.00% | −92−7.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,322 | $26.2K | 0.00% | +470+55.2% | Added |
| Versant Capital Management, Inc | 1,336 | $26.4K | 0.00% | −57−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,520 | $30.0K | 0.00% | +1,520 | New |
| Fifth Third Bancorp | 1,540 | $30.5K | 0.00% | −184−10.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,620 | $32.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,964 | $38.9K | 0.00% | −99−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 2,028 | $40.1K | 0.00% | −117−5.5% | Reduced |
| Hopwood Financial Services, Inc. | 2,493 | $49.3K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,856 | $56.2K | 0.00% | +1,261+79.1% | Added |
| Skopos Labs, Inc. | 2,962 | $58.6K | 0.01% | +554+23.0% | Added |
| Smartleaf Asset Management LLC | 3,185 | $62.7K | 0.01% | −1,120−26.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,405 | $67.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3,550 | $70.2K | 0.00% | −1,420−28.6% | Reduced |
| Sterling Capital Management LLC | 3,613 | $71.5K | 0.00% | +1,327+58.0% | Added |
| KBC Group NV | 3,887 | $77.0K | 0.00% | −3,344−46.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,778 | $94.6K | 0.00% | +308+6.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $100.3K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5,227 | $103.4K | 0.00% | +5,227 | New |
| GAMMA Investing LLC | 5,765 | $114.1K | 0.01% | +685+13.5% | Added |
| Covestor Ltd | 5,851 | $116.0K | 0.07% | +5,071+650.1% | Added |
| Maseco LLP | 5,866 | $116.1K | 0.00% | +5,866 | New |
| Advisor Group Holdings, Inc. | 6,731 | $133.0K | 0.00% | −1,403−17.2% | Reduced |
| Ameritas Advisory Services, LLC | 7,576 | $149.9K | 0.01% | +7,576 | New |
| CWM, LLC | 8,954 | $177.0K | 0.00% | +795+9.7% | Added |
| Gamco Investors, Inc. Et Al | 10,000 | $197.9K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,000 | $197.9K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,060 | $199.0K | 0.01% | −4,870−32.6% | Reduced |
| Ethic Inc. | 10,167 | $200.1K | 0.00% | −6,600−39.4% | Reduced |
| Xponance, Inc. | 10,287 | $203.6K | 0.00% | +10,287 | New |
| O'Shaughnessy Asset Management, LLC | 10,526 | $208.3K | 0.00% | +512+5.1% | Added |
| Jain Global LLC | 10,533 | $208.4K | 0.00% | +10,533 | New |
| Whelan Financial | 10,619 | $210.2K | 0.08% | 00.0% | Unchanged |
| Private Management Group Inc | 10,727 | $212.3K | 0.01% | +10,727 | New |
| New Age Alpha Advisors, LLC | 10,996 | $217.6K | 0.01% | −197−1.8% | Reduced |
| QRG Capital Management, Inc. | 11,030 | $218.3K | 0.00% | +763+7.4% | Added |
| Profund Advisors LLC | 11,326 | $224.1K | 0.01% | −1,059−8.6% | Reduced |
| Guggenheim Capital LLC | 11,750 | $232.5K | 0.00% | +1,409+13.6% | Added |
| Oxford Asset Management LLP | 11,791 | $233.3K | 0.08% | +11,791 | New |
| Foronjy Financial LLC | 11,953 | $236.6K | 0.11% | +11,953 | New |
| Russell Investments Group, Ltd. | 12,347 | $244.3K | 0.00% | −2,359−16.0% | Reduced |
| Kestra Investment Management, LLC | 13,225 | $245.5K | 0.00% | +1,040+8.5% | Added |
| Soltis Investment Advisors LLC | 12,595 | $249.3K | 0.02% | +12,595 | New |
| KWB Wealth | 13,757 | $254.0K | 0.03% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 12,967 | $256.6K | 0.04% | +12,967 | New |
| Teza Capital Management LLC | 13,098 | $259.2K | 0.19% | +13,098 | New |
| State of Wisconsin Investment Board | 13,270 | $262.6K | 0.00% | −1,354−9.3% | Reduced |
| Ameritas Investment Partners, Inc. | 13,401 | $265.2K | 0.01% | −460−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 13,609 | $269.3K | 0.00% | +147+1.1% | Added |
| BNP Paribas Arbitrage, SA | 13,902 | $275.1K | 0.00% | +4,630+49.9% | Added |
| Sequoia Financial Advisors, LLC | 15,387 | $304.5K | 0.00% | −9−0.1% | Reduced |
| Squarepoint Ops LLC | 15,831 | $313.3K | 0.00% | +15,831 | New |