Mvb Financial Corp (MVBF) Institutional Ownership

Institutions by Trading Activity

11,840,404Shares Outstanding

252,849Shares held by institutions

$6,816,809Value of institutional holdings

37.75%Institutional ownership %

-0.68%Shares Changed QoQ

59No. of institutional investors

Recent 13F filings as of December 2025 show that 5 institutional investors hold a position in Mvb Financial Corp (NASDAQ:MVBF).

The percentage of Mvb Financial owned by institutions changed from 53.6% in September 2025 to 0.0% in December 2025, marking a slight down trend.
Institutional share ownership changed by -4.49% QoQ, while the number of institutional owners saw a decrease of 94.44% YoY.
The latest 13F cycle for Mvb Financial reveals that of 5 total investors, 3 funds grew their exposure, whereas 1 reduced theirs and 1 made no changes.
This class of investors decreased its holdings in Mvb Financial to 3.19K shares for the 13F-cycle ending December 2025, down by 150 shares quarter on quarter, and down 6.90Mn shares year over year.
With 2.06K shares, Versant Capital Management, Inc commands the largest institutional position in Mvb Financial as of December 31, 2025, equating to 0.02% of the company.
Among the most significant buyers of Mvb Financial during December 2025 were SIGNATUREFD, LLC (70), GAMMA Investing LLC (43), True Wealth Design, LLC (1).
Leading sellers of Mvb Financial stock in December 2025 included NISA INVESTMENT ADVISORS, LLC (264).
The top 5 institutional holders of Mvb Financial for the quarter ending December 2025 included Versant Capital Management, Inc (2.06K), GAMMA Investing LLC (861), NISA INVESTMENT ADVISORS, LLC (177), SIGNATUREFD, LLC (70), True Wealth Design, LLC (23).

252,849 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WELLINGTON MANAGEMENT GROUP LLP	30 Sep, 2025	1,782,385	643,551	56.51%	$44,666,569.00
BlackRock, Inc.	30 Sep, 2025	1,026,916	-29,260	-2.77%	$25,734,514.00
VANGUARD GROUP INC	30 Sep, 2025	632,375	-1,669	-0.26%	$15,847,318.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	469,714	22,103	4.94%	$11,770,905.00
Banco Santander, S.A.	30 Sep, 2025	365,107	0	0.00%	$9,149,581.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	272,706	-4,711	-1.70%	$6,835,965.00
Fourthstone LLC	30 Sep, 2025	272,282	12,926	4.98%	$6,823,387.00
STATE STREET CORP	30 Sep, 2025	240,104	5,425	2.31%	$6,017,006.00
AMERIPRISE FINANCIAL INC	30 Sep, 2025	188,179	188,179	0.00%	$4,715,766.00
ENDEAVOUR CAPITAL ADVISORS INC	30 Sep, 2025	188,019	0	0.00%	$4,711,756.00
AMERICAN CENTURY COMPANIES INC	30 Sep, 2025	116,892	8,258	7.60%	$2,929,314.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	30 Sep, 2025	110,934	21,268	23.72%	$2,780,006.00
NORTHERN TRUST CORP	30 Sep, 2025	93,819	-180	-0.19%	$2,351,104.00
Pure Financial Advisors, LLC	30 Sep, 2025	84,824	0	0.00%	$2,125,689.00
Bank of New York Mellon Corp	30 Sep, 2025	80,909	1,935	2.45%	$2,027,590.00
MORGAN STANLEY	30 Sep, 2025	55,837	-11,071	-16.55%	$1,399,297.00
ALLIANCEBERNSTEIN L.P.	30 Sep, 2025	55,331	0	0.00%	$1,386,595.00
Ategra Capital Management, LLC	30 Sep, 2025	54,855	54,855	0.00%	$1,374,666.00
ACADIAN ASSET MANAGEMENT LLC	30 Sep, 2025	51,172	32,590	175.38%	$1,281.00
Sippican Capital Advisors	30 Sep, 2025	42,705	-50	-0.12%	$1,070,187.00

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