DaveManuel.com · Institutional Ownership · Who Owns It
MVB FINL CORP (MVBF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
108
Reporting holders
$218.1M
Reported value
58.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-4
Holder change
Institutions report 7,527,589 shares against 12,967,507 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $51.2M | 1,763,416 | 0.01% | 31q | HELD |
| BlackRock, Inc. | $30.2M | 1,039,372 | 0.00% | 8q | +10.7%+$2.9M |
| DIMENSIONAL FUND ADVISORS LP | $15.5M | 533,007 | 0.00% | 31q | +5.2%+$765.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $15.0M | 517,571 | 0.00% | 2q | +2.5%+$369.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $9.0M | 311,400 | 0.00% | 31q | +15.4%+$1.2M |
| AMERIPRISE FINANCIAL INC | $8.0M | 276,860 | 0.00% | 4q | +12.2%+$873.1K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $7.5M | 257,731 | 0.30% | 2q | +120.1%+$4.1M |
| STATE STREET CORP | $7.1M | 243,885 | 0.00% | 31q | +0.7%+$48.4K |
| ENDEAVOUR CAPITAL ADVISORS INC | $5.3M | 182,719 | 1.09% | 26q | -2.8%-$150.9K |
| KENNEDY CAPITAL MANAGEMENT LLC | $3.6M | 122,447 | 0.06% | 3q | -1.5%-$55.6K |
| BANC FUNDS CO LLC | $3.4M | 116,010 | 0.56% | 31q | +27.1%+$718.5K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $3.3M | 112,129 | 0.03% | 3q | +28.3%+$717.1K |
| ACADIAN ASSET MANAGEMENT LLC | $2.9M | 100,404 | 0.00% | 10q | -10.7%-$348.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 98,345 | 0.05% | 23q | -15.0%-$502.7K |
| NORTHERN TRUST CORP | $2.7M | 92,992 | 0.00% | 31q | +5.3%+$136.6K |
| Pure Financial Advisors, LLC | $2.5M | 84,824 | 0.03% | 24q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3M | 79,559 | 0.00% | 2q | +22.9%+$430.5K |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 78,124 | 0.00% | 2q | HELD |
| CITADEL ADVISORS LLC | $2.3M | 77,679 | 0.00% | 11q | +1.9%+$41.9K |
| Kestra Advisory Services, LLC | $2.2M | 75,000 | 0.01% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $1.8M | 61,656 | 0.00% | 25q | -20.5%-$461.1K |
| Bank of New York Mellon Corp | $1.8M | 61,345 | 0.00% | 31q | +6.0%+$100.0K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $1.7M | 59,770 | 0.01% | 2q | +0.7%+$11.6K |
| MORGAN STANLEY | $1.7M | 56,957 | 0.00% | 35q | +14.8%+$213.0K |
| Qube Research & Technologies Ltd | $1.6M | 56,004 | 0.00% | 2q | +66.0%+$645.9K |
| TWO SIGMA INVESTMENTS, LP | $1.6M | 55,840 | 0.00% | 4q | -8.4%-$149.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.6M | 54,309 | 0.00% | 3q | HELD |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 56,331 | 0.00% | 17q | +1.8%+$24.8K |
| Nuveen, LLC | $1.4M | 47,096 | 0.00% | 6q | +2.7%+$36.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.4M | 46,982 | 0.00% | 21q | +17.6%+$204.2K |
| Squarepoint Ops LLC | $1.3M | 46,309 | 0.00% | 2q | -12.3%-$188.9K |
| Cerity Partners LLC | $1.3M | 46,126 | 0.00% | 17q | +42.3%+$397.9K |
| Empowered Funds, LLC | $1.2M | 40,816 | 0.01% | 2q | +7.9%+$86.2K |
| GOLDMAN SACHS GROUP INC | $1.2M | 40,487 | 0.00% | 28q | -44.2%-$930.6K |
| Sippican Capital Advisors | $1.2M | 39,918 | 0.71% | 10q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 38,132 | 0.00% | 5q | +16.9%+$159.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $972.4K | 33,520 | 0.00% | 31q | +14.9%+$125.8K |
| Quantinno Capital Management LP | $953.0K | 32,849 | 0.00% | 5q | +15.1%+$125.1K |
| FIRST MANHATTAN CO. LLC. | $870.3K | 30,000 | 0.00% | 25q | +5.3%+$43.5K |
| Trexquant Investment LP | $795.6K | 27,426 | 0.00% | 5q | +7.4%+$55.0K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $791.8K | 27,293 | 0.03% | 3q | HELD |
| PRUDENTIAL FINANCIAL INC | $765.9K | 26,400 | 0.00% | 14q | -3.9%-$31.0K |
| McKinley Carter Wealth Services, Inc. | $750.7K | 25,877 | 0.04% | 31q | HELD |
| HOGE FINANCIAL SERVICES, LLC | $689.4K | 23,764 | 0.33% | 11q | +0.6%+$4.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | $632.4K | 21,800 | 0.00% | 5q | +12.1%+$68.5K |
| J.W. COLE ADVISORS, INC. | $602.5K | 20,770 | 0.01% | new | NEW |
| Daytona Street Capital LLC | $560.5K | 19,620 | 0.41% | 3q | HELD |
| Cresset Asset Management, LLC | $523.0K | 18,028 | 0.00% | 21q | +0.6%+$3.1K |
| D. E. Shaw & Co., Inc. | $491.6K | 16,947 | 0.00% | 6q | +21.3%+$86.2K |
| First National Trust Co | $455.0K | 15,683 | 0.02% | 19q | HELD |
| RHUMBLINE ADVISERS | $433.6K | 14,948 | 0.00% | 31q | +3.8%+$15.8K |
| BARCLAYS PLC | $404.3K | 13,936 | 0.00% | 31q | -5.2%-$22.3K |
| WELLS FARGO & COMPANY/MN | $403.4K | 13,905 | 0.00% | 31q | +14.0%+$49.5K |
| Invesco Ltd. | $376.1K | 12,966 | 0.00% | 10q | +25.9%+$77.4K |
| DEUTSCHE BANK AG\ | $335.6K | 11,568 | 0.00% | 7q | +36.1%+$89.0K |
| CM WEALTH ADVISORS LLC | $334.1K | 11,516 | 0.06% | new | NEW |
| NATIXIS ADVISORS, LLC | $329.0K | 11,362 | 0.00% | 8q | +4.9%+$15.5K |
| STRS OHIO | $316.2K | 10,900 | 0.00% | 8q | +22.5%+$58.0K |
| PNC Financial Services Group, Inc. | $270.3K | 9,316 | 0.00% | 21q | HELD |
| BANK OF AMERICA CORP /DE/ | $269.8K | 9,300 | 0.00% | 31q | -20.0%-$67.5K |
| XTX Topco Ltd | $236.7K | 8,158 | 0.00% | new | NEW |
| OneDigital Investment Advisors LLC | $236.0K | 8,134 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $227.5K | 7,842 | 0.00% | 31q | -2.6%-$6.1K |
| Canton Hathaway, LLC | $219.7K | 7,574 | 0.04% | 20q | HELD |
| MetLife Investment Management, LLC | $188.8K | 6,509 | 0.00% | 21q | +2.5%+$4.6K |
| CITIGROUP INC | $186.6K | 6,431 | 0.00% | 31q | +248.6%+$133.0K |
| Russell Investments Group, Ltd. | $180.5K | 6,222 | 0.00% | 27q | +487.5%+$149.8K |
| UBS Group AG | $175.0K | 6,032 | 0.00% | 15q | -43.9%-$136.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $158.5K | 5,463 | 0.00% | 9q | +2.8%+$4.4K |
| JPMORGAN CHASE & CO | $150.3K | 5,155 | 0.00% | 31q | +12.1%+$16.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $139.1K | 4,796 | 0.00% | 31q | HELD |
| Vanguard Global Advisers, LLC | $122.7K | 4,229 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $88.9K | 3,066 | 0.00% | 7q | HELD |
| Versant Capital Management, Inc | $62.7K | 2,163 | 0.01% | 5q | HELD |
| ROYAL BANK OF CANADA | $56.0K | 1,910 | 0.00% | 31q | +19000.0%+$55.7K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $48.1K | 1,659 | 0.00% | 12q | HELD |
| Tower Research Capital LLC (TRC) | $42.5K | 1,465 | 0.00% | 25q | -60.7%-$65.7K |
| Arax Advisory Partners | $35.5K | 1,225 | 0.00% | 6q | +264.6%+$25.8K |
| Legal & General Group Plc | $35.3K | 1,217 | 0.00% | 31q | +16.8%+$5.1K |
| Ameritas Investment Partners, Inc. | $32.5K | 1,120 | 0.00% | 31q | HELD |
| PIER 88 INVESTMENT PARTNERS LLC | $29.0K | 1,000 | 0.01% | 2q | -81.5%-$127.6K |
| GAMMA Investing LLC | $24.6K | 848 | 0.00% | 9q | HELD |
| State of Alaska, Department of Revenue | $21.0K | 751 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $16.0K | 550 | 0.00% | 13q | HELD |
| Allworth Financial LP | $11.6K | 399 | 0.00% | 5q | +1.8% |
| CITY HOLDING CO | $11.0K | 380 | 0.00% | 19q | HELD |
| FIRST HORIZON CORP | $8.7K | 300 | 0.00% | 4q | HELD |
| FMR LLC | $8.0K | 277 | 0.00% | 18q | +8.2% |
| Sterling Capital Management LLC | $6.9K | 239 | 0.00% | 8q | -35.4%-$3.8K |
| NISA INVESTMENT ADVISORS, LLC | $5.1K | 177 | 0.00% | 9q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.6K | 157 | 0.00% | 4q | -74.0%-$13.0K |
| JONES FINANCIAL COMPANIES LLLP | $4.3K | 150 | 0.00% | 5q | HELD |
| Parallel Advisors, LLC | $4.0K | 139 | 0.00% | 5q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $3.2K | 112 | 0.00% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.2K | 110 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $2.0K | 70 | 0.00% | 3q | HELD |
| IFP Advisors, Inc | $1.8K | 63 | 0.00% | 7q | +50.0% |
| EverSource Wealth Advisors, LLC | $1.8K | 62 | 0.00% | 15q | -81.1%-$7.7K |
| Quarry LP | $1.7K | 59 | 0.00% | new | NEW |
| Essential Partners LLC | $1.7K | 57 | 0.00% | 5q | -44.7%-$1.3K |
Showing the largest 100 of 108 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $3.3M | 112,589 | 2 | 5 | 2 | 0.0% |
| Q2 2026 | 108 | $218.1M | 7,527,589 | 9 | 48 | 22 | 0.0% |
| Q1 2026 | 112 | $178.1M | 7,116,950 | 14 | 34 | 29 | 0.7% |
| Q4 2025 | 107 | $179.0M | 6,920,738 | 19 | 26 | 28 | 0.1% |
| Q3 2025 | 97 | $175.8M | 7,013,901 | 13 | 33 | 20 | 0.0% |
| Q2 2025 | 92 | $152.1M | 6,749,171 | 11 | 26 | 29 | 0.0% |
| Q1 2025 | 88 | $120.6M | 6,962,407 | 9 | 27 | 22 | 0.0% |
| Q4 2024 | 88 | $143.1M | 6,907,509 | 11 | 33 | 13 | 0.1% |
| Q3 2024 | 85 | $124.1M | 6,406,275 | 10 | 28 | 19 | 0.0% |
| Q2 2024 | 78 | $119.9M | 6,428,612 | 6 | 30 | 19 | 0.0% |
| Q1 2024 | 78 | $148.7M | 6,665,236 | 8 | 26 | 23 | 0.0% |
| Q4 2023 | 77 | $143.0M | 6,338,839 | 6 | 27 | 15 | 0.0% |
| Q3 2023 | 70 | $130.9M | 5,797,013 | 9 | 17 | 21 | 0.0% |
| Q2 2023 | 67 | $123.2M | 5,844,295 | 5 | 33 | 13 | 0.0% |
| Q1 2023 | 78 | $116.4M | 5,643,071 | 13 | 29 | 17 | 0.0% |
| Q4 2022 | 70 | $126.2M | 5,730,378 | 6 | 23 | 18 | 0.0% |
| Q3 2022 | 67 | $175.0M | 6,287,421 | 4 | 21 | 19 | 0.0% |
| Q2 2022 | 73 | $196.4M | 6,313,147 | 12 | 21 | 19 | 0.0% |
| Q1 2022 | 72 | $250.1M | 6,028,098 | 6 | 14 | 26 | 0.0% |
| Q4 2021 | 78 | $349.0M | 8,406,237 | 5 | 21 | 22 | 0.0% |
| Q3 2021 | 76 | $352.6M | 8,234,050 | 8 | 31 | 18 | 0.0% |
| Q2 2021 | 72 | $344.6M | 8,078,382 | 11 | 26 | 17 | 0.0% |
| Q1 2021 | 71 | $1.6B | 47,979,673 | 17 | 15 | 25 | 0.0% |
| Q4 2020 | 56 | $1.0B | 45,791,601 | 7 | 21 | 15 | 0.0% |
| Q3 2020 | 55 | $734.2M | 45,976,248 | 4 | 14 | 19 | 0.0% |
| Q2 2020 | 55 | $714.0M | 53,684,289 | 8 | 20 | 11 | 0.0% |
| Q1 2020 | 54 | $685.5M | 53,763,485 | 7 | 16 | 19 | 0.0% |
| Q4 2019 | 51 | $1.4B | 57,075,669 | 7 | 24 | 10 | 0.0% |
| Q3 2019 | 49 | $1.1B | 56,709,153 | 6 | 20 | 10 | 0.0% |
| Q2 2019 | 43 | $957.9M | 56,480,978 | 5 | 17 | 5 | 0.0% |
| Q1 2019 | 41 | $859.1M | 56,333,233 | 0 | 12 | 10 | 0.0% |
| Q4 2018 | 45 | $1.0B | 56,344,752 | 0 | 0 | 2 | 0.0% |