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, Q2 2025
Institutional positions in MVB Financial Corp as of Jun 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
- 93
- +5 vs. Q1 2025
- Shares held
- 6.74M
- −221.9K (−3.2%) vs. Q1 2025
- Total value
- $151.9M
- +$31.3M (+25.9%) vs. Q1 2025
- New holders
- 12
- 27 more added
- Sold out
- 7
- 35 more reduced
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 108 | $218.1M |
| Q1 2026 | 111 | $176.8M |
| Q4 2025 | 105 | $178.8M |
| Q3 2025 | 97 | $175.5M |
| Q2 2025 | 93 | $151.9M |
| Q1 2025 | 88 | $120.6M |
| Q4 2024 | 88 | $143.0M |
| Q3 2024 | 85 | $123.1M |
| Q2 2024 | 79 | $119.2M |
| Q1 2024 | 79 | $142.5M |
| Q4 2023 | 77 | $139.6M |
| Q3 2023 | 69 | $130.9M |
| Q2 2023 | 68 | $123.2M |
| Q1 2023 | 78 | $116.4M |
| Q4 2022 | 71 | $126.2M |
| Q3 2022 | 70 | $159.4M |
| Q2 2022 | 79 | $179.0M |
| Q1 2022 | 75 | $227.1M |
| Q4 2021 | 81 | $233.4M |
| Q3 2021 | 78 | $233.7M |
| Q2 2021 | 74 | $226.2M |
| Q1 2021 | 72 | $169.0M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding MVB Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | −20−55.6% | Reduced |
| SBI Securities Co., Ltd. | 1 | $23 | 0.00% | −1−50.0% | Reduced |
| True Wealth Design, LLC | 4 | $91 | 0.00% | −20−83.3% | Reduced |
| FMR LLC | 13 | $293 | 0.00% | −450−97.2% | Reduced |
| Clearstead Advisors, LLC | 23 | $519 | 0.00% | +23 | New |
| Essential Partners LLC | 24 | $541 | 0.00% | +24 | New |
| Russell Investments Group, Ltd. | 41 | $924 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $1.01K | 0.00% | −41−47.7% | Reduced |
| Fortitude Family Office, LLC | 49 | $1.10K | 0.00% | −10−16.9% | Reduced |
| IFP Advisors, Inc | 28 | $1.13K | 0.00% | +27+2,700.0% | Added |
| Parallel Advisors, LLC | 139 | $3.13K | 0.00% | +139 | New |
| Jones Financial Companies LLLP | 150 | $3.35K | 0.00% | +150 | New |
| First Horizon Advisors, Inc. | 300 | $6.76K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 324 | $7.30K | 0.00% | +126+63.6% | Added |
| SRS Capital Advisors, Inc. | 329 | $7.41K | 0.00% | +133+67.9% | Added |
| Amalgamated Bank | 355 | $8.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 380 | $8.56K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 441 | $9.94K | 0.00% | +433+5,412.5% | Added |
| Versant Capital Management, Inc | 494 | $11.1K | 0.00% | +494 | New |
| Fifth Third Bancorp | 550 | $12.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 596 | $13.4K | 0.00% | +596 | New |
| GAMMA Investing LLC | 750 | $16.9K | 0.00% | +443+144.3% | Added |
| Great West Life Assurance Co | 911 | $21.0K | 0.00% | +144+18.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,000 | $22.5K | 0.00% | +1,000 | New |
| Legal & General Group Plc | 1,042 | $23.5K | 0.00% | +99+10.5% | Added |
| Ameritas Investment Partners, Inc. | 1,120 | $25.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,208 | $27.0K | 0.00% | +521+75.8% | Added |
| Raymond James Financial Inc | 1,412 | $31.8K | 0.00% | +1,412 | New |
| Public Employees Retirement System of Ohio | 1,659 | $37.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,870 | $42.1K | 0.00% | +1,248+200.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,066 | $69.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,350 | $75.5K | 0.00% | −5,860−63.6% | Reduced |
| Citigroup Inc | 3,867 | $87.1K | 0.00% | −4,084−51.4% | Reduced |
| New York State Common Retirement Fund | 4,796 | $108.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,881 | $110.0K | 0.00% | −158−3.1% | Reduced |
| JPMorgan Chase & Co | 5,593 | $126.0K | 0.00% | −3,995−41.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,308 | $142.1K | 0.00% | −581−8.4% | Reduced |
| Deutsche Bank AG | 6,468 | $145.7K | 0.00% | −4,037−38.4% | Reduced |
| MetLife Investment Management | 6,576 | $148.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,765 | $152.4K | 0.00% | +31+0.5% | Added |
| Canton Hathaway, LLC | 7,574 | $171.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 8,200 | $184.7K | 0.00% | +600+7.9% | Added |
| Royal Bank of Canada | 8,674 | $196.0K | 0.00% | −3,042−26.0% | Reduced |
| State of Wisconsin Investment Board | 9,000 | $202.8K | 0.00% | +9,000 | New |
| Wells Fargo & Company | 9,365 | $211.0K | 0.00% | +106+1.1% | Added |
| The PNC Financial Services Group, Inc. | 10,234 | $230.6K | 0.00% | +234+2.3% | Added |
| Natixis Advisors, L.P. | 10,827 | $244.0K | 0.00% | −746−6.4% | Reduced |
| D. E. Shaw & Co., Inc. | 11,570 | $260.7K | 0.00% | −1,000−8.0% | Reduced |
| Trexquant Investment LP | 12,508 | $281.8K | 0.00% | +12,508 | New |
| Quantinno Capital Management LP | 12,675 | $285.6K | 0.00% | +12,675 | New |
| Invesco Ltd. | 13,686 | $308.3K | 0.00% | −1,743−11.3% | Reduced |
| Citadel Advisors LLC | 14,824 | $334.0K | 0.00% | −4,442−23.1% | Reduced |
| Empowered Funds, LLC | 15,366 | $346.2K | 0.00% | +1,222+8.6% | Added |
| AQR Capital Management LLC | 15,740 | $354.6K | 0.00% | +15,740 | New |
| First National Trust Co | 16,101 | $362.8K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 17,569 | $395.8K | 0.00% | −41−0.2% | Reduced |
| Rhumbline Advisers | 17,765 | $400.2K | 0.00% | +349+2.0% | Added |
| Susquehanna International Group, LLP | 18,043 | $406.5K | 0.00% | −88−0.5% | Reduced |
| Acadian Asset Management LLC | 18,582 | $417.0K | 0.00% | −1,171−5.9% | Reduced |
| HSBC Holdings PLC | 19,358 | $438.1K | 0.00% | −4,899−20.2% | Reduced |
| Jane Street Group, LLC | 27,111 | $610.8K | 0.00% | +13,852+104.5% | Added |
| Bank of America Corp | 27,563 | $621.0K | 0.00% | −122−0.4% | Reduced |
| Price T Rowe Associates Inc | 27,533 | $621.0K | 0.00% | −5,445−16.5% | Reduced |
| First Manhattan Co | 28,500 | $642.1K | 0.00% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 29,876 | $673.1K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 30,909 | $696.4K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 31,779 | $716.0K | 0.00% | +215+0.7% | Added |
| Charles Schwab Investment Management Inc | 33,834 | $762.3K | 0.00% | +1,686+5.2% | Added |
| Hoge Financial Services, LLC | 35,455 | $798.8K | 0.50% | +242+0.7% | Added |
| Barclays PLC | 38,691 | $871.7K | 0.00% | +4,534+13.3% | Added |
| Nuveen, LLC | 41,681 | $939.1K | 0.00% | −5,369−11.4% | Reduced |
| Sippican Capital Advisors | 42,755 | $963.3K | 0.70% | +4,580+12.0% | Added |
| Goldman Sachs Group Inc | 44,810 | $1.01M | 0.00% | −17,652−28.3% | Reduced |
| Prudential Financial Inc | 53,495 | $1.21M | 0.00% | −670−1.2% | Reduced |
| Alliancebernstein L.P. | 55,331 | $1.25M | 0.00% | +2,750+5.2% | Added |
| Banc Funds Co LLC | 62,789 | $1.41M | 0.21% | −46,400−42.5% | Reduced |
| Morgan Stanley | 66,908 | $1.51M | 0.00% | −31,914−32.3% | Reduced |
| AA Financial Advisors, LLC | 75,000 | $1.69M | 0.36% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 78,974 | $1.78M | 0.00% | −374−0.5% | Reduced |
| Pure Financial Advisors, Inc. | 84,824 | $1.91M | 0.03% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 89,666 | $2.02M | 0.05% | −74,078−45.2% | Reduced |
| Northern Trust Corp | 93,999 | $2.12M | 0.00% | +614+0.7% | Added |
| American Century Companies Inc | 108,634 | $2.45M | 0.00% | −2,735−2.5% | Reduced |
| Endeavour Capital Advisors Inc | 188,019 | $4.24M | 1.46% | 00.0% | Unchanged |
| State Street Corp | 234,679 | $5.29M | 0.00% | +318+0.1% | Added |
| Fourthstone LLC | 259,356 | $5.84M | 1.15% | +190,223+275.2% | Added |
| Geode Capital Management, LLC | 277,417 | $6.25M | 0.00% | +2,160+0.8% | Added |
| Banco Santander, S.A. | 365,107 | $8.23M | 0.08% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 447,611 | $10.1M | 0.00% | +32,730+7.9% | Added |
| TimesSquare Capital Management, LLC | 594,548 | $13.4M | 0.19% | −181,222−23.4% | Reduced |
| Vanguard Group Inc | 634,044 | $14.3M | 0.00% | −20,534−3.1% | Reduced |
| BlackRock, Inc. | 1,056,176 | $23.8M | 0.00% | −72,597−6.4% | Reduced |
| Wellington Management Group LLP | 1,138,834 | $25.7M | 0.00% | −9,459−0.8% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −12,047−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,080−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |