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MVB Financial Corp

MVBF
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001277902

No open-market purchases or sales by MVB Financial Corp insiders were filed in the last 90 days; 108 institutions reported holding it in 13F filings for Q2 2026, worth $218.1M in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in MVB Financial Corp as of Sep 30, 2024. 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
85
+7 vs. Q2 2024
Shares held
6.36M
+822.7K (+14.9%) vs. Q2 2024
Total value
$123.1M
+$19.9M (+19.3%) vs. Q2 2024
New holders
10
30 more added
Sold out
3
19 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MVBF 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.

Institutional holdersQ3 2024: 85 institutions
Q1 2021: 72 institutionsQ2 2021: 74 institutionsQ3 2021: 78 institutionsQ4 2021: 81 institutionsQ1 2022: 75 institutionsQ2 2022: 79 institutionsQ3 2022: 70 institutionsQ4 2022: 71 institutionsQ1 2023: 78 institutionsQ2 2023: 68 institutionsQ3 2023: 69 institutionsQ4 2023: 77 institutionsQ1 2024: 79 institutionsQ2 2024: 79 institutionsQ3 2024: 85 institutionsQ4 2024: 88 institutionsQ1 2025: 88 institutionsQ2 2025: 93 institutionsQ3 2025: 97 institutionsQ4 2025: 105 institutionsQ1 2026: 111 institutionsQ2 2026: 108 institutions
Value heldQ3 2024: $123.1M
Q1 2021: $169.0MQ2 2021: $226.2MQ3 2021: $233.7MQ4 2021: $233.4MQ1 2022: $227.1MQ2 2022: $179.0MQ3 2022: $159.4MQ4 2022: $126.2MQ1 2023: $116.4MQ2 2023: $123.2MQ3 2023: $130.9MQ4 2023: $139.6MQ1 2024: $142.5MQ2 2024: $119.2MQ3 2024: $123.1MQ4 2024: $143.0MQ1 2025: $120.6MQ2 2025: $151.9MQ3 2025: $175.5MQ4 2025: $178.8MQ1 2026: $176.8MQ2 2026: $218.1M
Institutions holding MVBF and their total value by quarter
QuarterHoldersValue
Q2 2026108$218.1M
Q1 2026111$176.8M
Q4 2025105$178.8M
Q3 202597$175.5M
Q2 202593$151.9M
Q1 202588$120.6M
Q4 202488$143.0M
Q3 202485$123.1M
Q2 202479$119.2M
Q1 202479$142.5M
Q4 202377$139.6M
Q3 202369$130.9M
Q2 202368$123.2M
Q1 202378$116.4M
Q4 202271$126.2M
Q3 202270$159.4M
Q2 202279$179.0M
Q1 202275$227.1M
Q4 202181$233.4M
Q3 202178$233.7M
Q2 202174$226.2M
Q1 202172$169.0M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding MVB Financial Corp; share changes are against Q2 2024.

Institutions holding MVBF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nisa Investment Advisors, LLC8$1550.00%00.0%Unchanged
SRS Capital Advisors, Inc.25$4840.00%00.0%Unchanged
Sterling Capital Management LLC36$6970.00%+36New
Covestor Ltd40$1.00K0.00%+18+81.8%Added
GAMMA Investing LLC56$1.08K0.00%00.0%Unchanged
Fortitude Family Office, LLC59$1.14K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC85$1.65K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio91$1.76K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.122$2.27K0.00%+122New
Capital Performance Advisors LLP154$2.98K0.00%+154New
First Horizon Advisors, Inc.300$5.81K0.00%00.0%Unchanged
Amalgamated Bank355$7.00K0.00%00.0%Unchanged
City Holding Co380$7.36K0.00%00.0%Unchanged
Fifth Third Bancorp550$10.6K0.00%00.0%Unchanged
CWM, LLC551$11.0K0.00%+145+35.7%Added
Tower Research Capital LLC (TRC)660$12.8K0.00%−3,639−84.6%Reduced
California State Teachers Retirement System831$16.1K0.00%00.0%Unchanged
Legal & General Group Plc943$18.3K0.00%00.0%Unchanged
Picton Mahoney Asset Management1,070$21.0K0.00%+564+111.5%Added
Ameritas Investment Partners, Inc.1,120$21.7K0.00%00.0%Unchanged
FMR LLC1,819$35.2K0.00%+282+18.3%Added
STRS Ohio2,800$54.2K0.00%+2,800New
Beacon Capital Management, LLC3,252$63.0K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC4,165$80.6K0.00%+35+0.8%Added
New York State Common Retirement Fund4,796$92.9K0.00%00.0%Unchanged
UBS Group AG5,442$105.4K0.00%−1,570−22.4%Reduced
Corebridge Financial, Inc.6,135$118.8K0.00%−37−0.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.6,273$121.4K0.00%−235−3.6%Reduced
MetLife Investment Management6,576$127.3K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.6,766$131.0K0.00%+10.0%Added
Wells Fargo & Company7,238$140.1K0.00%+226+3.2%Added
Canton Hathaway, LLC7,574$147.0K0.04%00.0%Unchanged
Royal Bank of Canada8,335$161.0K0.00%−64−0.8%Reduced
Citigroup Inc8,355$161.8K0.00%+5,778+224.2%Added
The PNC Financial Services Group, Inc.10,000$193.6K0.00%−102−1.0%Reduced
Jane Street Group, LLC10,518$203.6K0.00%−491−4.5%Reduced
Millennium Management LLC11,127$215.4K0.00%+11,127New
Two Sigma Advisers, LP12,100$234.3K0.00%−700−5.5%Reduced
Empowered Funds, LLC12,354$239.2K0.00%+536+4.5%Added
Natixis Advisors, L.P.12,500$242.0K0.00%+12,500New
State of Tennessee, Treasury Department14,335$277.5K0.00%00.0%Unchanged
Bank of America Corp14,929$289.0K0.00%+4,566+44.1%Added
Two Sigma Investments, LP15,198$294.2K0.00%+15,198New
First National Trust Co15,683$303.6K0.01%00.0%Unchanged
State of Wisconsin Investment Board16,400$317.5K0.00%−1,200−6.8%Reduced
BNP Paribas Arbitrage, SA16,557$320.5K0.00%−6,929−29.5%Reduced
Invesco Ltd.17,074$330.6K0.00%−27,088−61.3%Reduced
Rhumbline Advisers18,177$351.9K0.00%+289+1.6%Added
Cresset Asset Management, LLC18,633$360.7K0.00%−2,596−12.2%Reduced
Assenagon Asset Management S.A.19,258$372.8K0.00%+3,077+19.0%Added
Martingale Asset Management L P19,447$376.5K0.01%+19,447New
Acadian Asset Management LLC19,839$383.0K0.00%+10,075+103.2%Added
Squarepoint Ops LLC21,210$410.6K0.00%+4,462+26.6%Added
Sippican Capital Advisors23,820$461.2K0.32%+2,440+11.4%Added
Barclays PLC24,436$473.1K0.00%+12,190+99.5%Added
McKinley Carter Wealth Services, Inc.25,876$501.0K0.03%00.0%Unchanged
Price T Rowe Associates Inc26,231$508.0K0.00%+368+1.4%Added
Russell Investments Group, Ltd.27,881$539.8K0.00%−52,236−65.2%Reduced
First Manhattan Co28,500$551.8K0.00%+6,500+29.5%Added
Cerity Partners LLC31,582$611.4K0.00%+299+1.0%Added
Charles Schwab Investment Management Inc32,148$622.4K0.00%00.0%Unchanged
Hoge Financial Services, LLC34,660$671.0K0.51%−678−1.9%Reduced
CWM Advisors, LLC39,855$771.6K0.08%+39,855New
Goldman Sachs Group Inc45,892$888.5K0.00%+15,263+49.8%Added
JPMorgan Chase & Co45,926$889.1K0.00%+10,649+30.2%Added
Nuveen Asset Management, LLC47,050$910.9K0.00%00.0%Unchanged
Citadel Advisors LLC47,126$912.4K0.00%+26,106+124.2%Added
Prudential Financial Inc50,115$970.2K0.00%+1,000+2.0%Added
Alliancebernstein L.P.52,581$1.02M0.00%−5,630−9.7%Reduced
Bank of New York Mellon Corp63,144$1.22M0.00%−7,348−10.4%Reduced
Kestra Advisory Services, LLC75,000$1.45M0.01%00.0%Unchanged
Pure Financial Advisors, Inc.84,824$1.64M0.04%00.0%Unchanged
Northern Trust Corp95,849$1.86M0.00%−3,067−3.1%Reduced
American Century Companies Inc97,988$1.90M0.00%+3,578+3.8%Added
Morgan Stanley101,193$1.96M0.00%+11,603+13.0%Added
Banc Funds Co LLC109,189$2.11M0.23%00.0%Unchanged
Bridgeway Capital Management, LLC184,554$3.57M0.08%+4,636+2.6%Added
Endeavour Capital Advisors Inc188,019$3.64M1.14%00.0%Unchanged
State Street Corp225,727$4.37M0.00%+6,274+2.9%Added
Geode Capital Management, LLC265,272$5.14M0.00%+6,002+2.3%Added
Dimensional Fund Advisors LP367,998$7.12M0.00%+24,375+7.1%Added
Vanguard Group Inc608,581$11.8M0.00%+30,584+5.3%Added
TimesSquare Capital Management, LLC774,589$15.0M0.22%−84,747−9.9%Reduced
BlackRock, Inc.880,398$17.0M0.00%+880,398New
Wellington Management Group LLP1,272,044$24.6M0.00%−6,996−0.5%Reduced
AA Financial Advisors, LLC0$00.00%−75,000−100.0%Sold out
Boston Partners0$00.00%−37,229−100.0%Sold out
First Trust Advisors LP0$00.00%−33,309−100.0%Sold out
BlackRock Inc.––––Not filed