BV Financial BVFL Institutional Ownership

NASDAQ BVFL

$22.57 +0.47 (+2.13%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

69 Institutions

Increased 40 58.0%

Unchanged 13 18.8%

Reduced 16 23.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

37.81%

▲+4.66 pp QoQ

Shares Held by Institutions

3.22Mn

of 8.52Mn outstanding

▲+11.06% QoQ

Shares Outstanding

8.52Mn

5.30Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+320.81K

accumulated since last quarter

Value of Holdings

$71.20Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 10, 2026

BV Financial, Inc. (NASDAQ:BVFL) had 69 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Their combined stake equaled 37.81% of outstanding shares in Q2 2026, up from 33.15% in Q1 2026.
Total holdings of BV Financial shares rose 11.06% from Q1 2026, and the number of holders rose 46.81% from Q2 2025.
Among the 69 holders of BV Financial, 40 added to their positions, 16 reduced their stakes and 13 left their positions unchanged.
The aggregate institutional position in BV Financial was 3.22Mn shares at the end of Q2 2026, up 320.81K from the prior quarter and down 1.47Mn from a year earlier.
AllianceBernstein L.P. was the top holder of BV Financial as of June 30, 2026, with 764.93K shares, or 8.98% of shares outstanding.
Holders that added the most shares of BV Financial in Q2 2026 were BlackRock, Inc. (+26.18K shares), STRS Ohio (+9.4K shares), Geode Capital Management, LLC (+8.84K shares), Los Angeles Capital Management LLC (+7.92K shares) and Dimensional Fund Advisors LP (+7.76K shares).
The largest position reductions in BVFL for Q2 2026 were by AllianceBernstein L.P. (-70.23K shares), Saber Capital Managment, LLC (-14.25K shares), Goldman Sachs Group Inc (-11.7K shares), Stilwell Value LLC (-10K shares) and State Street Corp (-5.24K shares).
Per Business Quant, the top 10 investors in BVFL for the quarter ended June 30, 2026 were AllianceBernstein L.P. (764.93K shares), BlackRock, Inc. (593.53K shares), Vanguard Capital Management LLC (305.94K shares), Geode Capital Management, LLC (174.35K shares), Jeffrey L. Gendell (141.26K shares), Oppenheimer & Close, LLC (134.53K shares), Dimensional Fund Advisors LP (128.69K shares), Arrowstreet Capital, Limited Partnership (115.25K shares), State Street Corp (100.8K shares) and Stilwell Value LLC (80K shares).

Form 13F Holdings

69 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.22Mn

Of outstanding 37.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALLIANCEBERNSTEIN L.P.	0001109448	764,934	8.98%	▼70,231	-8.41%	$14.64Mn
2	BlackRock, Inc.	0002012383	593,526	6.97%	▲26,181	+4.61%	$12.57Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	305,938	3.59%	▲305,938	0.00%	$6.48Mn
4	GEODE CAPITAL MANAGEMENT, LLC	0001214717	174,351	2.05%	▲8,843	+5.34%	$3.69Mn
5	GENDELL JEFFREY L	0001056581	141,262	1.66%	0	0.00%	$2.99Mn
6	Oppenheimer & Close, LLC	0001591377	134,533	1.58%	0	0.00%	$2.85Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	128,692	1.51%	▲7,759	+6.42%	$2.73Mn
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	115,248	1.35%	0	0.00%	$2.44Mn
9	State Street Corp	0000093751	100,798	1.18%	▼5,244	-4.95%	$2.13Mn
10	Stilwell Value LLC	0001397076	80,000	0.94%	▼10,000	-11.11%	$1.69Mn
11	Beartown Capital Management, LLC	0001877162	60,616	0.71%	0	0.00%	$1.28Mn
12	Northern Trust Corp	0000073124	52,896	0.62%	▲2,428	+4.81%	$1.12Mn
13	Goldman Sachs Group Inc	0000886982	51,050	0.60%	▼11,702	-18.65%	$1.08Mn
14	VANGUARD FIDUCIARY TRUST CO	0000933478	45,934	0.54%	▲45,934	0.00%	$972.88K
15	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	45,499	0.53%	▲45,499	0.00%	$963.67K
16	HSBC HOLDINGS PLC	0000873630	39,888	0.47%	▲1,965	+5.18%	$855.80K
17	PANAGORA ASSET MANAGEMENT INC	0000883677	28,375	0.33%	▲90	+0.32%	$600.98K
18	Morgan Stanley	0000895421	26,775	0.31%	▲4,968	+22.78%	$567.10K
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	25,149	0.30%	▲1,578	+6.69%	$532.66K
20	Barclays Plc	0000312069	22,779	0.27%	▼299	-1.30%	$482.46K

Showing 1 to 20 of 69 holders