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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,520 | $30.0K | 0.00% | +1,520 | New |
| Versant Capital Management, Inc | 1,336 | $26.4K | 0.00% | −57−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,322 | $26.2K | 0.00% | +470+55.2% | Added |
| Umb Bank N A | 1,228 | $24.3K | 0.00% | −92−7.0% | Reduced |
| Quarry LP | 1,098 | $21.7K | 0.01% | −1,912−63.5% | Reduced |
| ORG Partners LLC | 1,043 | $21.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 809 | $16.0K | 0.00% | −17−2.1% | Reduced |
| Harbor Capital Advisors, Inc. | 796 | $16.0K | 0.00% | −46−5.5% | Reduced |
| Danske Bank A/S | 800 | $15.8K | 0.00% | +800 | New |
| Hantz Financial Services, Inc. | 707 | $14.0K | 0.00% | +694+5,338.5% | Added |
| First Horizon Advisors, Inc. | 697 | $13.8K | 0.00% | +697 | New |
| Principal Securities, Inc. | 652 | $12.9K | 0.00% | −378−36.7% | Reduced |
| STRS Ohio | 500 | $9.89K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 340 | $6.73K | 0.00% | +65+23.6% | Added |
| MAI Capital Management | 334 | $6.61K | 0.00% | +334 | New |
| Huntington National Bank | 327 | $6.47K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 303 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $5.94K | 0.00% | −41−12.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 295 | $5.81K | 0.00% | +295 | New |
| Bare Financial Services, Inc | 252 | $4.99K | 0.00% | +188+293.8% | Added |
| Trust Co of Vermont | 241 | $4.77K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.96K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $3.11K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 169 | $3.00K | 0.00% | −7−4.0% | Reduced |
| IFP Advisors, Inc | 49 | $2.59K | 0.00% | +45+1,125.0% | Added |
| Assetmark, Inc | 127 | $2.51K | 0.00% | −19−13.0% | Reduced |
| SBI Securities Co., Ltd. | 112 | $2.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 104 | $2.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $1.98K | 0.00% | −36−26.5% | Reduced |
| Global Retirement Partners, LLC | 93 | $1.83K | 0.00% | +93 | New |
| Farmers & Merchants Investments Inc | 80 | $1.58K | 0.00% | −15−15.8% | Reduced |
| Capital A Wealth Management, LLC | 74 | $1.49K | 0.02% | +74 | New |
| Private Wealth Management Group, LLC | 57 | $1.13K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $1.03K | 0.00% | −250−82.8% | Reduced |
| Rise Advisors, LLC | 50 | $990 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $950 | 0.00% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $614 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 27 | $535 | 0.00% | −34−55.7% | Reduced |
| CVA Family Office, LLC | 26 | $515 | 0.00% | −40−60.6% | Reduced |
| SJS Investment Consulting Inc. | 16 | $317 | 0.00% | −18−52.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 13 | $257 | 0.00% | +13 | 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 |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $179 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 5 | $99 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $99 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $98 | 0.00% | +2+66.7% | Added |
| Larson Financial Group LLC | 4 | $79 | 0.00% | −2−33.3% | Reduced |
| True Wealth Design, LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −128,950−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −69,149−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,424−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −14,652−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,540−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −11,251−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −10,904−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,806−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −6,044−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −29−100.0% | Sold out |