Mvb Financial MVBF Institutional Ownership

NASDAQ MVBF

$30.59 -0.24 (-0.78%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

111 Institutions

Increased 62 55.9%

Unchanged 26 23.4%

Reduced 23 20.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

58.78%

▲+3.27 pp QoQ

Shares Held by Institutions

7.56Mn

of 12.87Mn outstanding

▲+8.36% QoQ

Shares Outstanding

12.87Mn

5.31Mn held outside 13F filers

Institutional Investors

111

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+583.33K

accumulated since last quarter

Value of Holdings

$231.41Mn

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

Quarter ending 30 Jun, 2026

Mvb Financial Corp (NASDAQ:MVBF) is held by 111 institutional investors per 13F filings through June 2026.

These investors held 58.8% of outstanding shares in June 2026, up from 55.5% in March 2026.
They increased total shares held in MVBF by 8.36% quarter over quarter, and investors in Mvb Financial increased 21.98% from a year ago.
During the quarter, 62 of these 111 funds increased positions in MVBF, 23 reduced exposure, and 26 held steady.
The aggregate institutional position in Mvb Financial amounted to 7.56Mn shares as of June 2026, up by 583.33K shares quarter on quarter, and up 790.17K shares year over year.
WELLINGTON MANAGEMENT GROUP LLP holds the largest position in MVBF at 1.76Mn shares as of June 30, 2026, or 13.7% of shares outstanding.
The most significant purchases of MVBF for the quarter ending June 2026 came from BASSWOOD CAPITAL MANAGEMENT, L.L.C. (140.62K), BlackRock, Inc. (100.34K), Kestra Advisory Services, LLC (75.0K), GEODE CAPITAL MANAGEMENT, LLC (41.49K), Sixth Street Partners Management Company, L.P. (33.52K).
The largest sellers of Mvb Financial for the quarter ending June 2026 were Goldman Sachs Group Inc (32.08K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (17.33K), AMERICAN CENTURY COMPANIES INC (15.9K), ACADIAN ASSET MANAGEMENT LLC (12.04K), OSAIC HOLDINGS, INC. (6.73K).
Mvb Financial's 10 largest shareholders as of June 2026 include WELLINGTON MANAGEMENT GROUP LLP (1.76Mn), BlackRock, Inc. (1.04Mn), DIMENSIONAL FUND ADVISORS LP (533.01K), VANGUARD CAPITAL MANAGEMENT LLC (517.57K), GEODE CAPITAL MANAGEMENT, LLC (311.4K), Ameriprise Financial Inc (276.86K), BASSWOOD CAPITAL MANAGEMENT, L.L.C. (257.73K), State Street Corp (243.88K), ENDEAVOUR CAPITAL ADVISORS INC (182.72K), KENNEDY CAPITAL MANAGEMENT LLC (122.45K) per Business Quant data.

Form 13F Holdings

111 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.56Mn

Of outstanding 58.78%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,763,416	13.70%	▼2,787	-0.16%	$51.16Mn
2	BlackRock, Inc.	0002012383	1,039,372	8.08%	▲100,335	+10.68%	$30.15Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	533,007	4.14%	▲26,399	+5.21%	$15.46Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	517,571	4.02%	▲12,727	+2.52%	$15.01Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	311,400	2.42%	▲41,490	+15.37%	$9.04Mn
6	Ameriprise Financial Inc	0000820027	276,860	2.15%	▲30,098	+12.20%	$8.03Mn
7	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	0001085393	257,731	2.00%	▲140,615	+120.06%	$7.48Mn
8	State Street Corp	0000093751	243,885	1.89%	▲1,670	+0.69%	$7.08Mn
9	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	182,719	1.42%	▼5,200	-2.77%	$5.30Mn
10	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	122,447	0.95%	▼1,918	-1.54%	$3.55Mn
11	BANC FUNDS CO LLC	0001029311	116,010	0.90%	▲24,766	+27.14%	$3.37Mn
12	Diamond Hill Capital Management, LLC (Investment Advisor)	0001217541	112,129	0.87%	▲24,720	+28.28%	$3.25Mn
13	ACADIAN ASSET MANAGEMENT LLC	0000916542	100,404	0.78%	▼12,039	-10.71%	$2.91K
14	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	98,345	0.76%	▼17,329	-14.98%	$2.85Mn
15	Northern Trust Corp	0000073124	92,992	0.72%	▲4,709	+5.33%	$2.70Mn
16	Pure Financial Advisors, LLC	0001571556	84,824	0.66%	0	0.00%	$2.46Mn
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	79,559	0.62%	▲14,841	+22.93%	$2.31Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	78,124	0.61%	▲263	+0.34%	$2.27Mn
19	CITADEL ADVISORS LLC	0001423053	77,679	0.60%	▲1,444	+1.89%	$2.25Mn
20	Kestra Advisory Services, LLC	0001830819	75,000	0.58%	▲75,000	0.00%	$2.18Mn

Showing 1 to 20 of 111 holders