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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 7,736 | $150.0K | 0.02% | −153−1.9% | Reduced |
| GAMMA Investing LLC | 6,576 | $127.5K | 0.01% | +220+3.5% | Added |
| KBC Group NV | 5,684 | $110.0K | 0.00% | +1,797+46.2% | Added |
| Caldwell Sutter Capital, Inc. | 5,068 | $98.3K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,271 | $82.8K | 0.00% | −3,267−43.3% | Reduced |
| Allworth Financial LP | 4,209 | $81.6K | 0.00% | −17,802−80.9% | Reduced |
| Covestor Ltd | 4,193 | $81.0K | 0.06% | −3,067−42.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,499 | $67.8K | 0.00% | +94+2.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,227 | $62.6K | 0.00% | +1,019+46.2% | Added |
| Rockefeller Capital Management L.P. | 2,807 | $54.4K | 0.00% | +1,983+240.7% | Added |
| Whittier Trust Co | 2,606 | $51.4K | 0.00% | −964−27.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,407 | $46.7K | 0.00% | +695+40.6% | Added |
| Public Employees Retirement System of Ohio | 2,195 | $42.6K | 0.00% | +112+5.4% | Added |
| Larson Financial Group LLC | 2,053 | $39.8K | 0.00% | −358−14.8% | Reduced |
| Smartleaf Asset Management LLC | 2,073 | $39.6K | 0.00% | −2,064−49.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,620 | $31.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,611 | $31.2K | 0.00% | +40+2.5% | Added |
| Jones Financial Companies LLLP | 1,606 | $30.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,511 | $29.3K | 0.00% | +175+13.1% | Added |
| Massmutual Trust Co FSB | 1,385 | $26.9K | 0.00% | −558−28.7% | Reduced |
| Farther Finance Advisors, LLC | 1,162 | $22.7K | 0.00% | +54+4.9% | Added |
| Ronald Blue Trust, Inc. | 1,105 | $21.4K | 0.00% | −84−7.1% | Reduced |
| Golden State Equity Partners | 1,043 | $20.2K | 0.00% | +1,043 | New |
| Salomon & Ludwin, LLC | 971 | $19.1K | 0.00% | −1−0.1% | Reduced |
| Root Financial Partners, LLC | 879 | $17.0K | 0.00% | +395+81.6% | Added |
| Kemnay Advisory Services Inc. | 874 | $16.9K | 0.00% | +874 | New |
| Mather Group, LLC. | 701 | $13.6K | 0.00% | +701 | New |
| SRS Capital Advisors, Inc. | 535 | $10.4K | 0.00% | +270+101.9% | Added |
| Signaturefd, LLC | 495 | $9.60K | 0.00% | −262−34.6% | Reduced |
| Ares Financial Consulting, LLC | 434 | $8.46K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 425 | $8.24K | 0.00% | −20−4.5% | Reduced |
| Parkside Financial Bank & Trust | 420 | $8.14K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 416 | $8.06K | 0.00% | +416 | New |
| Quadrant Capital Group LLC | 382 | $7.41K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 369 | $7.16K | 0.00% | +31+9.2% | Added |
| Optiver Holding B.V. | 344 | $6.67K | 0.00% | +344 | New |
| JPL Wealth Management, LLC | 339 | $6.57K | 0.00% | +339 | New |
| Huntington National Bank | 310 | $6.01K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 303 | $5.88K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 292 | $5.66K | 0.00% | +292 | New |
| CVA Family Office, LLC | 259 | $5.02K | 0.00% | +155+149.0% | Added |
| GWM Advisors LLC | 244 | $4.73K | 0.00% | +44+22.0% | Added |
| Whittier Trust Co of Nevada Inc | 207 | $4.09K | 0.00% | +207 | New |
| Kilter Group LLC | 204 | $3.96K | 0.00% | +204 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $3.84K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 196 | $3.80K | 0.00% | −147−42.9% | Reduced |
| MAI Capital Management | 190 | $3.69K | 0.00% | +44+30.1% | Added |
| Sound Income Strategies, LLC | 186 | $3.62K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 167 | $3.24K | 0.00% | +103+160.9% | Added |
| Advisory Services Network, LLC | 130 | $2.52K | 0.00% | +130 | New |
| Assetmark, Inc | 127 | $2.46K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 121 | $2.34K | 0.00% | −1−0.8% | Reduced |
| Fortitude Family Office, LLC | 118 | $2.29K | 0.00% | +83+237.1% | Added |
| SBI Securities Co., Ltd. | 111 | $2.15K | 0.00% | −53−32.3% | Reduced |
| UMA Financial Services, Inc. | 108 | $2.10K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 107 | $2.08K | 0.00% | +107 | New |
| Horizon Investments, LLC | 108 | $2.07K | 0.00% | +108 | New |
| JFS Wealth Advisors, LLC | 96 | $1.86K | 0.00% | −50−34.2% | Reduced |
| Stone House Investment Management, LLC | 92 | $1.78K | 0.00% | +30+48.4% | Added |
| IFP Advisors, Inc | 90 | $1.75K | 0.00% | −10−10.0% | Reduced |
| Bell Investment Advisors, Inc | 77 | $1.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 72 | $1.40K | 0.00% | −8−10.0% | Reduced |
| Private Wealth Management Group, LLC | 57 | $1.11K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 53 | $1.03K | 0.00% | +21+65.6% | Added |
| CWM Advisors, LLC | 34 | $657 | 0.00% | +2+6.3% | Added |
| Essential Partners LLC | 33 | $640 | 0.00% | −7−17.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $602 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 27 | $524 | 0.00% | −435−94.2% | Reduced |
| SJS Investment Consulting Inc. | 26 | $505 | 0.00% | +10+62.5% | Added |
| True Wealth Design, LLC | 23 | $446 | 0.00% | +3+15.0% | Added |
| Gilpin Wealth Management, LLC | 23 | $446 | 0.00% | +11+91.7% | Added |
| Bruce G. Allen Investments, LLC | 18 | $349 | 0.00% | −10−35.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $310 | 0.00% | +4+33.3% | Added |
| Rialto Wealth Management, LLC | 15 | $291 | 0.00% | +3+25.0% | Added |
| Ankerstar Wealth, LLC | 14 | $271 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $233 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $156 | 0.00% | +8 | New |
| Vermillion Wealth Management, Inc. | 7 | $136 | 0.00% | +7 | New |
| Curio Wealth, LLC | 3 | $58 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $50 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $39 | 0.00% | +2 | New |
| Torren Management, LLC | 2 | $36 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,131,818−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −190,364−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −166,258−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −123,900−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −92,050−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −56,559−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −53,273−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −37,694−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −30,993−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −28,545−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −25,828−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,923−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −15,342−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −15,071−100.0% | Sold out |