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, Q3 2025
Institutional positions in CVB Financial Corp as of Sep 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
- 257
- +10 vs. Q2 2025
- Shares held
- 103.2M
- +1.70M (+1.7%) vs. Q2 2025
- Total value
- $1.96B
- −$57.8M (−2.9%) vs. Q2 2025
- New holders
- 37
- 93 more added
- Sold out
- 27
- 76 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 17 | $0 | 0.00% | +17 | New |
| Caitong International Asset Management Co., Ltd | 1 | $19 | 0.00% | −12−92.3% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $38 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 9 | $170 | 0.00% | +4+80.0% | Added |
| Bruce G. Allen Investments, LLC | 10 | $189 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $189 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $284 | 0.00% | +5+50.0% | Added |
| SJS Investment Consulting Inc. | 16 | $303 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $341 | 0.00% | +18 | New |
| Advisory Services Network, LLC | 20 | $378 | 0.00% | +20 | New |
| Aster Capital Management (DIFC) Ltd | 22 | $416 | 0.00% | +22 | New |
| North Star Investment Management Corp. | 26 | $492 | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $625 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 47 | $889 | 0.00% | −287−85.9% | Reduced |
| Fortitude Family Office, LLC | 48 | $908 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $1.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $1.51K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 81 | $1.53K | 0.00% | +54+200.0% | Added |
| IFP Advisors, Inc | 97 | $1.83K | 0.00% | +48+98.0% | Added |
| JFS Wealth Advisors, LLC | 100 | $1.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 104 | $1.97K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 114 | $2.16K | 0.00% | +2+1.8% | Added |
| Quent Capital, LLC | 122 | $2.31K | 0.00% | +122 | New |
| Assetmark, Inc | 127 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $3.44K | 0.00% | +25+15.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.74K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 200 | $3.78K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 204 | $3.86K | 0.00% | +204 | New |
| Hemington Wealth Management | 214 | $4.00K | 0.00% | +45+26.6% | Added |
| Bare Financial Services, Inc | 228 | $4.31K | 0.00% | −24−9.5% | Reduced |
| Trust Co of Vermont | 241 | $4.56K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 278 | $5.26K | 0.00% | +278 | New |
| LRI Investments, LLC | 303 | $5.73K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 327 | $6.18K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 339 | $6.41K | 0.00% | +339 | New |
| Rothschild Investment LLC | 340 | $6.43K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 403 | $7.62K | 0.00% | +403 | New |
| Parkside Financial Bank & Trust | 406 | $7.68K | 0.00% | +106+35.3% | Added |
| Optiver Holding B.V. | 470 | $8.89K | 0.00% | +470 | New |
| STRS Ohio | 500 | $9.46K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 507 | $9.59K | 0.00% | −591−53.8% | Reduced |
| Larson Financial Group LLC | 620 | $11.7K | 0.00% | +616+15,400.0% | Added |
| Principal Securities, Inc. | 652 | $12.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 701 | $13.3K | 0.00% | +701 | New |
| Quest Partners LLC | 704 | $13.3K | 0.00% | +704 | New |
| Signaturefd, LLC | 761 | $14.4K | 0.00% | +761 | New |
| Harbor Capital Advisors, Inc. | 806 | $15.0K | 0.00% | +10+1.3% | Added |
| Danske Bank A/S | 800 | $15.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 841 | $15.9K | 0.00% | +841 | New |
| Farther Finance Advisors, LLC | 851 | $16.1K | 0.00% | +42+5.2% | Added |
| Rockefeller Capital Management L.P. | 853 | $16.1K | 0.00% | +853 | New |
| ORG Partners LLC | 1,043 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,188 | $22.5K | 0.00% | −3,590−75.1% | Reduced |
| Salomon & Ludwin, LLC | 1,314 | $24.9K | 0.00% | +1,314 | New |
| Umb Bank N A | 1,399 | $26.5K | 0.00% | +171+13.9% | Added |
| EverSource Wealth Advisors, LLC | 1,440 | $27.2K | 0.00% | +118+8.9% | Added |
| Fifth Third Bancorp | 1,524 | $28.8K | 0.00% | −16−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,620 | $30.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,643 | $31.0K | 0.00% | +123+8.1% | Added |
| Versant Capital Management, Inc | 1,795 | $33.9K | 0.00% | +459+34.4% | Added |
| Massmutual Trust Co FSB | 1,943 | $36.7K | 0.00% | −21−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 2,035 | $38.5K | 0.00% | +7+0.3% | Added |
| Hopwood Financial Services, Inc. | 2,493 | $47.1K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,856 | $55.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,180 | $60.1K | 0.00% | +3,180 | New |
| Northwestern Mutual Wealth Management Co | 3,405 | $64.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,497 | $66.0K | 0.00% | +2,790+394.6% | Added |
| Whittier Trust Co | 3,559 | $67.6K | 0.00% | +9+0.3% | Added |
| Quadrant Capital Group LLC | 3,759 | $71.1K | 0.00% | +3,759 | New |
| KBC Group NV | 3,887 | $74.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,039 | $77.0K | 0.00% | +854+26.8% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $95.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 5,971 | $113.0K | 0.06% | +120+2.1% | Added |
| GAMMA Investing LLC | 6,384 | $120.7K | 0.01% | +619+10.7% | Added |
| Tower Research Capital LLC (TRC) | 7,343 | $138.9K | 0.00% | −11,597−61.2% | Reduced |
| Advisor Group Holdings, Inc. | 7,881 | $149.8K | 0.00% | +1,150+17.1% | Added |
| Sterling Capital Management LLC | 9,159 | $173.2K | 0.00% | +5,546+153.5% | Added |
| CWM, LLC | 9,825 | $186.0K | 0.00% | +871+9.7% | Added |
| HCR Wealth Advisors | 10,000 | $187.9K | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $189.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,060 | $190.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,192 | $192.7K | 0.00% | −334−3.2% | Reduced |
| Xponance, Inc. | 10,390 | $196.5K | 0.00% | +103+1.0% | Added |
| Global Retirement Partners, LLC | 10,533 | $199.2K | 0.00% | +10,440+11,225.8% | Added |
| Whelan Financial | 10,619 | $200.8K | 0.06% | 00.0% | Unchanged |
| Private Management Group Inc | 10,727 | $202.8K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 10,784 | $203.9K | 0.01% | −212−1.9% | Reduced |
| RSM US Wealth Management LLC | 10,932 | $206.7K | 0.00% | +10,932 | New |
| Ameritas Investment Partners, Inc. | 11,051 | $209.0K | 0.01% | −2,350−17.5% | Reduced |
| Aquatic Capital Management LLC | 11,072 | $209.4K | 0.00% | +11,072 | New |
| Profund Advisors LLC | 11,266 | $213.0K | 0.01% | −60−0.5% | Reduced |
| Foronjy Financial LLC | 11,953 | $226.0K | 0.10% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 12,345 | $233.4K | 0.02% | −250−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,402 | $234.5K | 0.01% | +12,402 | New |
| HoldCo Asset Management, L.P. | 12,967 | $245.2K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 13,229 | $250.2K | 0.00% | −71,767−84.4% | Reduced |
| State of Wisconsin Investment Board | 13,286 | $251.2K | 0.00% | +16+0.1% | Added |
| Bank of Montreal | 13,343 | $252.3K | 0.00% | −11,654−46.6% | Reduced |