Mvb Financial Corp (MVBF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

7,940,909Shares Outstanding

13,860Shares held by institutions

$389,466Value of institutional holdings

0.17%Institutional ownership %

0.00%Shares Changed QoQ

1No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 98 institutions have reported a stake in Mvb Financial Corp (NASDAQ:MVBF) as of December 2025, according to recent 13F filings with the SEC.

These investors collectively held 52.9% of the company's total shares outstanding in December 2025, down from 53.9% in September 2025.
Quarterly data indicates a 9.61% shift in institutional share volume, and the annual owner count reflects an increase of 8.89%.
The latest 13F cycle for Mvb Financial reveals that of 98 total investors, 44 funds grew their exposure, whereas 30 reduced theirs and 24 made no changes.
The aggregate institutional position in Mvb Financial now stands at 6.87Mn shares as of December 2025, after investors increased their holdings (up by 602.56K shares quarter on quarter which is down 34.37K shares year over year).
With 1.78Mn shares, WELLINGTON MANAGEMENT GROUP LLP commands the largest institutional position in Mvb Financial as of December 31, 2025, equating to 13.68% of the company.
Among the most significant buyers of Mvb Financial during December 2025 were KENNEDY CAPITAL MANAGEMENT LLC (120.72K), DIAMOND HILL CAPITAL MANAGEMENT INC (64.45K), TWO SIGMA INVESTMENTS, LP (62.59K), CITADEL ADVISORS LLC (56.01K), Ategra Capital Management, LLC (55.69K).
Leading sellers of Mvb Financial stock in December 2025 included BlackRock, Inc. (73.88K), Bank of New York Mellon Corp (25.61K), J.W. COLE ADVISORS, INC. (9.27K), NORTHERN TRUST CORP (9.09K), PRUDENTIAL FINANCIAL INC (7.58K).
The top 10 institutional holders of Mvb Financial for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (1.78Mn), BlackRock, Inc. (953.04K), VANGUARD GROUP INC (634.41K), DIMENSIONAL FUND ADVISORS LP (486.96K), GEODE CAPITAL MANAGEMENT, LLC (265.99K), STATE STREET CORP (238.18K), AMERIPRISE FINANCIAL INC (238.17K), ENDEAVOUR CAPITAL ADVISORS INC (188.02K), KENNEDY CAPITAL MANAGEMENT LLC (120.72K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (117.12K).

98 Institutional Holders

13,860 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,775,849	-6,536	-0.37%	$45,870,180.00
BlackRock, Inc.	31 Dec, 2025	953,036	-73,880	-7.19%	$24,616,920.00
VANGUARD GROUP INC	31 Dec, 2025	634,414	2,039	0.32%	$16,386,914.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	486,958	17,244	3.67%	$12,578,555.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	265,991	-6,715	-2.46%	$6,872,462.00
STATE STREET CORP	31 Dec, 2025	238,181	-1,923	-0.80%	$6,152,215.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	238,170	49,991	26.57%	$6,151,931.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	188,019	0	0.00%	$4,856,531.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	120,724	120,724	0.00%	$3,118,301.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	117,125	6,191	5.58%	$3,025,339.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	115,258	-1,634	-1.40%	$2,977,114.00
Ategra Capital Management, LLC	31 Dec, 2025	110,544	55,689	101.52%	$2,855,352.00
Pure Financial Advisors, LLC	31 Dec, 2025	84,824	0	0.00%	$2,191,004.00
NORTHERN TRUST CORP	31 Dec, 2025	84,731	-9,088	-9.69%	$2,188,602.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	78,503	27,331	53.41%	$2,025.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	75,619	62,589	480.35%	$1,953,239.00
CITADEL ADVISORS LLC	31 Dec, 2025	74,652	56,009	300.43%	$1,928,261.00
DIAMOND HILL CAPITAL MANAGEMENT INC	31 Dec, 2025	64,448	64,448	0.00%	$1,664,692.00
MORGAN STANLEY	31 Dec, 2025	64,298	8,461	15.15%	$1,660,828.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	58,863	17,430	42.07%	$1,520,432.00

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