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, Q1 2026
Institutional positions in CVB Financial Corp as of Mar 31, 2026. 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
- 285
- +26 vs. Q4 2025
- Shares held
- 113.1M
- +21.7M (+23.7%) vs. Q4 2025
- Total value
- $2.20B
- +$491.5M (+28.8%) vs. Q4 2025
- New holders
- 56
- 91 more added
- Sold out
- 30
- 94 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CVB Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $36 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $39 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $50 | 0.00% | −1−33.3% | Reduced |
| Curio Wealth, LLC | 3 | $58 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 7 | $136 | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $156 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 10 | $194 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $233 | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 14 | $271 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $291 | 0.00% | +3+25.0% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $310 | 0.00% | +4+33.3% | Added |
| Bruce G. Allen Investments, LLC | 18 | $349 | 0.00% | −10−35.7% | Reduced |
| True Wealth Design, LLC | 23 | $446 | 0.00% | +3+15.0% | Added |
| Gilpin Wealth Management, LLC | 23 | $446 | 0.00% | +11+91.7% | Added |
| SJS Investment Consulting Inc. | 26 | $505 | 0.00% | +10+62.5% | Added |
| Caitong International Asset Management Co., Ltd | 27 | $524 | 0.00% | −435−94.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $602 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 33 | $640 | 0.00% | −7−17.5% | Reduced |
| CWM Advisors, LLC | 34 | $657 | 0.00% | +2+6.3% | Added |
| Retirement Wealth Solutions LLC | 53 | $1.03K | 0.00% | +21+65.6% | Added |
| Private Wealth Management Group, LLC | 57 | $1.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 72 | $1.40K | 0.00% | −8−10.0% | Reduced |
| Bell Investment Advisors, Inc | 77 | $1.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $1.75K | 0.00% | −10−10.0% | Reduced |
| Stone House Investment Management, LLC | 92 | $1.78K | 0.00% | +30+48.4% | Added |
| JFS Wealth Advisors, LLC | 96 | $1.86K | 0.00% | −50−34.2% | Reduced |
| Horizon Investments, LLC | 108 | $2.07K | 0.00% | +108 | New |
| Wall Street Financial Group, Inc. | 107 | $2.08K | 0.00% | +107 | New |
| UMA Financial Services, Inc. | 108 | $2.10K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 111 | $2.15K | 0.00% | −53−32.3% | Reduced |
| Fortitude Family Office, LLC | 118 | $2.29K | 0.00% | +83+237.1% | Added |
| Quent Capital, LLC | 121 | $2.34K | 0.00% | −1−0.8% | Reduced |
| Brown Brothers Harriman & Co | 122 | $2.37K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 127 | $2.46K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 130 | $2.52K | 0.00% | +130 | New |
| Keating Financial Advisory Services, Inc. | 167 | $3.24K | 0.00% | +103+160.9% | Added |
| Sound Income Strategies, LLC | 186 | $3.62K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 190 | $3.69K | 0.00% | +44+30.1% | Added |
| Quarry LP | 196 | $3.80K | 0.00% | −147−42.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.84K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 204 | $3.96K | 0.00% | +204 | New |
| Whittier Trust Co of Nevada Inc | 207 | $4.09K | 0.00% | +207 | New |
| GWM Advisors LLC | 244 | $4.73K | 0.00% | +44+22.0% | Added |
| CVA Family Office, LLC | 259 | $5.02K | 0.00% | +155+149.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 292 | $5.66K | 0.00% | +292 | New |
| LRI Investments, LLC | 303 | $5.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 310 | $6.01K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 339 | $6.57K | 0.00% | +339 | New |
| Optiver Holding B.V. | 344 | $6.67K | 0.00% | +344 | New |
| Bare Financial Services, Inc | 369 | $7.16K | 0.00% | +31+9.2% | Added |
| Quadrant Capital Group LLC | 382 | $7.41K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 416 | $8.06K | 0.00% | +416 | New |
| Parkside Financial Bank & Trust | 420 | $8.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 425 | $8.24K | 0.00% | −20−4.5% | Reduced |
| Ares Financial Consulting, LLC | 434 | $8.46K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 495 | $9.60K | 0.00% | −262−34.6% | Reduced |
| SRS Capital Advisors, Inc. | 535 | $10.4K | 0.00% | +270+101.9% | Added |
| Mather Group, LLC. | 701 | $13.6K | 0.00% | +701 | New |
| Kemnay Advisory Services Inc. | 874 | $16.9K | 0.00% | +874 | New |
| Root Financial Partners, LLC | 879 | $17.0K | 0.00% | +395+81.6% | Added |
| Salomon & Ludwin, LLC | 971 | $19.1K | 0.00% | −1−0.1% | Reduced |
| Golden State Equity Partners | 1,043 | $20.2K | 0.00% | +1,043 | New |
| Ronald Blue Trust, Inc. | 1,105 | $21.4K | 0.00% | −84−7.1% | Reduced |
| Farther Finance Advisors, LLC | 1,162 | $22.7K | 0.00% | +54+4.9% | Added |
| Massmutual Trust Co FSB | 1,385 | $26.9K | 0.00% | −558−28.7% | Reduced |
| Versant Capital Management, Inc | 1,511 | $29.3K | 0.00% | +175+13.1% | Added |
| Jones Financial Companies LLLP | 1,606 | $30.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,611 | $31.2K | 0.00% | +40+2.5% | Added |
| Nomura Asset Management Co Ltd | 1,620 | $31.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,073 | $39.6K | 0.00% | −2,064−49.9% | Reduced |
| Larson Financial Group LLC | 2,053 | $39.8K | 0.00% | −358−14.8% | Reduced |
| Public Employees Retirement System of Ohio | 2,195 | $42.6K | 0.00% | +112+5.4% | Added |
| EverSource Wealth Advisors, LLC | 2,407 | $46.7K | 0.00% | +695+40.6% | Added |
| Whittier Trust Co | 2,606 | $51.4K | 0.00% | −964−27.0% | Reduced |
| Rockefeller Capital Management L.P. | 2,807 | $54.4K | 0.00% | +1,983+240.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,227 | $62.6K | 0.00% | +1,019+46.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,499 | $67.8K | 0.00% | +94+2.8% | Added |
| Covestor Ltd | 4,193 | $81.0K | 0.06% | −3,067−42.2% | Reduced |
| Allworth Financial LP | 4,209 | $81.6K | 0.00% | −17,802−80.9% | Reduced |
| Sterling Capital Management LLC | 4,271 | $82.8K | 0.00% | −3,267−43.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,068 | $98.3K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 5,684 | $110.0K | 0.00% | +1,797+46.2% | Added |
| GAMMA Investing LLC | 6,576 | $127.5K | 0.01% | +220+3.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,736 | $150.0K | 0.02% | −153−1.9% | Reduced |
| Hantz Financial Services, Inc. | 7,819 | $152.0K | 0.00% | −5,077−39.4% | Reduced |
| Advisor Group Holdings, Inc. | 7,900 | $153.2K | 0.00% | +155+2.0% | Added |
| Palouse Capital Management, Inc. | 7,996 | $155.0K | 0.10% | +7,996 | New |
| Ensign Peak Advisors, Inc | 8,793 | $170.5K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,000 | $193.9K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,069 | $195.2K | 0.00% | −606−5.7% | Reduced |
| Bank of Montreal | 10,246 | $198.7K | 0.00% | −2,789−21.4% | Reduced |
| Soltis Investment Advisors LLC | 10,267 | $199.1K | 0.01% | −1,859−15.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,450 | $202.6K | 0.00% | +124+1.2% | Added |
| QRG Capital Management, Inc. | 10,500 | $203.6K | 0.00% | +10,500 | New |
| Ameritas Investment Partners, Inc. | 10,549 | $204.5K | 0.01% | −502−4.5% | Reduced |
| Private Management Group Inc | 10,727 | $208.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,750 | $208.4K | 0.00% | +750+7.5% | Added |
| Savant Capital, LLC | 10,877 | $210.9K | 0.00% | −465−4.1% | Reduced |
| Engineers Gate Manager LP | 11,080 | $214.8K | 0.00% | +11,080 | New |