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 |
|---|---|---|---|---|---|
| Umb Bank N A | 1,399 | $26.5K | 0.00% | +171+13.9% | Added |
| Salomon & Ludwin, LLC | 1,314 | $24.9K | 0.00% | +1,314 | New |
| Ronald Blue Trust, Inc. | 1,188 | $22.5K | 0.00% | −3,590−75.1% | Reduced |
| ORG Partners LLC | 1,043 | $19.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 853 | $16.1K | 0.00% | +853 | New |
| Farther Finance Advisors, LLC | 851 | $16.1K | 0.00% | +42+5.2% | Added |
| First Horizon Corp | 841 | $15.9K | 0.00% | +841 | New |
| Danske Bank A/S | 800 | $15.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 806 | $15.0K | 0.00% | +10+1.3% | Added |
| Signaturefd, LLC | 761 | $14.4K | 0.00% | +761 | New |
| Quest Partners LLC | 704 | $13.3K | 0.00% | +704 | New |
| Mather Group, LLC. | 701 | $13.3K | 0.00% | +701 | New |
| Principal Securities, Inc. | 652 | $12.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 620 | $11.7K | 0.00% | +616+15,400.0% | Added |
| Quarry LP | 507 | $9.59K | 0.00% | −591−53.8% | Reduced |
| STRS Ohio | 500 | $9.46K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 470 | $8.89K | 0.00% | +470 | New |
| Parkside Financial Bank & Trust | 406 | $7.68K | 0.00% | +106+35.3% | Added |
| Root Financial Partners, LLC | 403 | $7.62K | 0.00% | +403 | New |
| Rothschild Investment LLC | 340 | $6.43K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 339 | $6.41K | 0.00% | +339 | New |
| Huntington National Bank | 327 | $6.18K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 303 | $5.73K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 278 | $5.26K | 0.00% | +278 | New |
| Trust Co of Vermont | 241 | $4.56K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 228 | $4.31K | 0.00% | −24−9.5% | Reduced |
| Hemington Wealth Management | 214 | $4.00K | 0.00% | +45+26.6% | Added |
| Clearstead Advisors, LLC | 204 | $3.86K | 0.00% | +204 | New |
| GWM Advisors LLC | 200 | $3.78K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $3.44K | 0.00% | +25+15.9% | Added |
| Assetmark, Inc | 127 | $2.40K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 122 | $2.31K | 0.00% | +122 | New |
| SBI Securities Co., Ltd. | 114 | $2.16K | 0.00% | +2+1.8% | Added |
| Prestige Wealth Management Group LLC | 104 | $1.97K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $1.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 97 | $1.83K | 0.00% | +48+98.0% | Added |
| UMA Financial Services, Inc. | 81 | $1.53K | 0.00% | +54+200.0% | Added |
| Farmers & Merchants Investments Inc | 80 | $1.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 57 | $1.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $908 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 47 | $889 | 0.00% | −287−85.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $625 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $492 | 0.00% | +26 | New |
| Aster Capital Management (DIFC) Ltd | 22 | $416 | 0.00% | +22 | New |
| Advisory Services Network, LLC | 20 | $378 | 0.00% | +20 | New |
| Retirement Wealth Solutions LLC | 18 | $341 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 16 | $303 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $284 | 0.00% | +5+50.0% | Added |
| Bruce G. Allen Investments, LLC | 10 | $189 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $189 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $170 | 0.00% | +4+80.0% | Added |
| True Wealth Design, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $38 | 0.00% | +2 | 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 |
| Cloud Capital Management, LLC | 17 | $0 | 0.00% | +17 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −284,350−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −216,355−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −181,826−100.0% | Sold out |
| Momentous Wealth Management, Inc. | 0 | $0 | 0.00% | −117,467−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −51,421−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −20,401−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −18,603−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −17,616−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,115−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,831−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −13,098−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −13,225−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −11,791−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −11,030−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,576−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −5,227−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,962−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Capital A Wealth Management, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |