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, Q4 2025
Institutional positions in CVB Financial Corp as of Dec 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
- 265
- +10 vs. Q3 2025
- Shares held
- 106.2M
- +3.05M (+3.0%) vs. Q3 2025
- Total value
- $1.98B
- +$26.0M (+1.3%) vs. Q3 2025
- New holders
- 49
- 94 more added
- Sold out
- 39
- 81 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $30 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $49 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 10 | $186 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $224 | 0.00% | −3−20.0% | Reduced |
| Gilpin Wealth Management, LLC | 12 | $224 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 12 | $225 | 0.00% | +3+33.3% | Added |
| Ankerstar Wealth, LLC | 14 | $263 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 16 | $298 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $372 | 0.00% | +18+900.0% | Added |
| Cornerstone Financial Management LLC | 25 | $465 | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 28 | $521 | 0.00% | +18+180.0% | Added |
| Optima Capital LLC | 29 | $545 | 0.00% | +29 | New |
| CIBC Private Wealth Group, LLC | 30 | $558 | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $577 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 32 | $596 | 0.00% | +14+77.8% | Added |
| CWM Advisors, LLC | 32 | $604 | 0.00% | +32 | New |
| Flagship Harbor Advisors, LLC | 34 | $632 | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 35 | $651 | 0.00% | −13−27.1% | Reduced |
| Essential Partners LLC | 40 | $744 | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 57 | $1.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 62 | $1.15K | 0.00% | +62 | New |
| Keating Financial Advisory Services, Inc. | 64 | $1.19K | 0.00% | +64 | New |
| Bell Investment Advisors, Inc | 77 | $1.43K | 0.00% | −105−57.7% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $1.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $1.86K | 0.00% | +3+3.1% | Added |
| CVA Family Office, LLC | 104 | $1.93K | 0.00% | +104 | New |
| Prestige Wealth Management Group LLC | 104 | $1.96K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 108 | $2.01K | 0.00% | +27+33.3% | Added |
| Quent Capital, LLC | 122 | $2.27K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $2.27K | 0.00% | +122 | New |
| Assetmark, Inc | 127 | $2.36K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 146 | $2.72K | 0.00% | +99+210.6% | Added |
| JFS Wealth Advisors, LLC | 146 | $2.73K | 0.00% | +46+46.0% | Added |
| SBI Securities Co., Ltd. | 164 | $3.05K | 0.00% | +50+43.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $3.70K | 0.00% | +186 | New |
| GWM Advisors LLC | 200 | $3.72K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 241 | $4.48K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 265 | $4.93K | 0.00% | −2,915−91.7% | Reduced |
| LRI Investments, LLC | 303 | $5.64K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 310 | $5.77K | 0.00% | −17−5.2% | Reduced |
| Bare Financial Services, Inc | 338 | $6.29K | 0.00% | +110+48.2% | Added |
| Quarry LP | 343 | $6.38K | 0.00% | −164−32.3% | Reduced |
| Quadrant Capital Group LLC | 382 | $7.11K | 0.00% | −3,377−89.8% | Reduced |
| Parkside Financial Bank & Trust | 420 | $7.81K | 0.00% | +14+3.4% | Added |
| Ares Financial Consulting, LLC | 434 | $8.07K | 0.01% | +434 | New |
| Rothschild Investment LLC | 445 | $8.28K | 0.00% | +105+30.9% | Added |
| Caitong International Asset Management Co., Ltd | 462 | $8.59K | 0.00% | +461+46,100.0% | Added |
| Root Financial Partners, LLC | 484 | $9.00K | 0.00% | +81+20.1% | Added |
| Eurizon Capital SGR S.p.A. | 717 | $13.3K | 0.00% | +717 | New |
| Signaturefd, LLC | 757 | $14.1K | 0.00% | −4−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 792 | $15.0K | 0.00% | −14−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 824 | $15.3K | 0.00% | −29−3.4% | Reduced |
| Simplex Trading, LLC | 830 | $15.4K | 0.00% | +830 | New |
| Salomon & Ludwin, LLC | 972 | $18.6K | 0.00% | −342−26.0% | Reduced |
| ORG Partners LLC | 1,043 | $19.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,108 | $20.6K | 0.00% | +257+30.2% | Added |
| Tower Research Capital LLC (TRC) | 1,148 | $21.4K | 0.00% | −6,195−84.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,189 | $22.1K | 0.00% | +1+0.1% | Added |
| SageView Advisory Group, LLC | 1,257 | $23.4K | 0.00% | +1,257 | New |
| Versant Capital Management, Inc | 1,336 | $24.9K | 0.00% | −459−25.6% | Reduced |
| Fifth Third Bancorp | 1,469 | $27.3K | 0.00% | −55−3.6% | Reduced |
| Umb Bank N A | 1,571 | $29.2K | 0.00% | +172+12.3% | Added |
| Jones Financial Companies LLLP | 1,606 | $29.9K | 0.00% | −1,250−43.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,620 | $30.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,712 | $31.8K | 0.00% | +272+18.9% | Added |
| Massmutual Trust Co FSB | 1,943 | $36.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,989 | $37.0K | 0.02% | +1,967+8,940.9% | Added |
| Public Employees Retirement System of Ohio | 2,083 | $38.7K | 0.00% | +48+2.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,208 | $41.0K | 0.00% | +565+34.4% | Added |
| Kestra Advisory Services, LLC | 2,242 | $41.7K | 0.00% | +2,242 | New |
| Larson Financial Group LLC | 2,411 | $44.8K | 0.00% | +1,791+288.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,405 | $63.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 3,570 | $68.8K | 0.00% | +11+0.3% | Added |
| KBC Group NV | 3,887 | $72.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,137 | $77.8K | 0.00% | +98+2.4% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $94.3K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,356 | $118.2K | 0.01% | −28−0.4% | Reduced |
| Los Angeles Capital Management LLC | 6,850 | $127.1K | 0.00% | +6,850 | New |
| Covestor Ltd | 7,260 | $135.0K | 0.07% | +1,289+21.6% | Added |
| Sterling Capital Management LLC | 7,538 | $140.2K | 0.00% | −1,621−17.7% | Reduced |
| Advisor Group Holdings, Inc. | 7,745 | $144.1K | 0.00% | −136−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,889 | $146.7K | 0.02% | +7,889 | New |
| Ensign Peak Advisors, Inc | 8,793 | $163.6K | 0.00% | −16,900−65.8% | Reduced |
| Gamco Investors, Inc. Et Al | 10,000 | $186.0K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,000 | $186.0K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,060 | $187.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,326 | $192.1K | 0.00% | +134+1.3% | Added |
| Xponance, Inc. | 10,364 | $192.8K | 0.00% | −26−0.3% | Reduced |
| CWM, LLC | 10,445 | $194.0K | 0.00% | +620+6.3% | Added |
| Global Retirement Partners, LLC | 10,533 | $195.9K | 0.00% | 00.0% | Unchanged |
| Whelan Financial | 10,619 | $197.5K | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,675 | $198.6K | 0.00% | +10,675 | New |
| Private Management Group Inc | 10,727 | $199.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,051 | $205.5K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 11,342 | $211.0K | 0.00% | +11,342 | New |
| Wealth Enhancement Advisory Services, LLC | 11,124 | $214.2K | 0.00% | +11,124 | New |
| Farringdon Capital, Ltd. | 11,653 | $216.7K | 0.05% | +11,653 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 11,750 | $218.6K | 0.00% | +11,750 | New |