CVB FinancialCVBF
13F holders, Q4 2025 (December 31)265holders +8
41new positions
39sold out
7famous investors
$18.67avg. 13F price*
At the end of Q4 2025, 265 institutions reported holding CVB Financial Corp. (CVBF) in their 13F filings, up 8 from Q3 2025. 41 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($356.4M), Vanguard Group Inc. ($273.1M) and Dimensional Fund Advisors LP ($135.4M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- CVB Financial Corp.
- CUSIP
- 126600105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $30.4M |
| Exits | 39 | $23.4M |
All 13F filers, Q3 2025 → Q4 2025: 7,778,427 shares bought and 4,787,454 shares sold, net +2,990,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| BlackRock, Inc. | 0.01% | Add +0.8% | 19,162,467 | $356.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 14,681,362 | $273.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.4% | 7,281,980 | $135.4M |
| FMR LLC | 0.01% | Add +11.7% | 6,833,188 | $127.1M |
| State Street Corp. | 0.00% | Reduce -1.7% | 6,675,258 | $125.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 5,488,821 | $102.1M |
| Parallel Advisors, LLC | 1.30% | Reduce -0.0% | 3,821,019 | $71.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 3,214,711 | $59.8M |
| Silvercrest Asset Management Group LLC | 0.35% | Reduce -12.9% | 2,777,298 | $51.7M |
| Morgan Stanley | 0.00% | Add +13.9% | 2,369,413 | $44.1M |
| HoldCo Asset Management, LP | 3.11% | Add +17051.0% | 2,223,972 | $41.4M |
| Capital Research Global Investors | 0.01% | Reduce -0.8% | 2,131,818 | $39.7M |
| Fuller & Thaler Asset Management, Inc. | 0.13% | Reduce -8.6% | 2,122,443 | $39.5M |
| Victory Capital Management Inc. | 0.02% | Add +3.8% | 2,031,381 | $37.8M |
| Massachusetts Financial Services Co. | 0.01% | Add +2.3% | 1,739,743 | $32.4M |
| Northern Trust Corp. | 0.00% | Reduce -12.9% | 1,487,530 | $27.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 1,388,398 | $25.8M |
| Bessemer Group Inc. | 0.03% | Reduce -0.2% | 1,093,938 | $20.3M |
| Wellington Management Group LLP | 0.00% | Add +1.0% | 1,075,272 | $20.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.8% | 946,289 | $17.6M |
| Citadel Advisors | 0.01% | Add +249.2% | 796,543 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Add +6.6% | 780,012 | $14.5M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 722,698 | $13.4M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +169.3% | 714,209 | $13.3M |
| Two Sigma Investments, LP | 0.02% | Add +1.6% | 699,423 | $13.0M |
| Citizens Business Bank | 2.11% | No change | 342,861 | $12.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.0% | 536,894 | $10.0M |
| Invesco Ltd. | 0.00% | Add +35.2% | 532,352 | $9.9M |
| American Century Companies Inc. | 0.00% | Reduce -71.8% | 468,453 | $8.7M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.9% | 445,032 | $8.3M |
| First Trust Advisors LP | 0.01% | Add +1.3% | 429,561 | $8.0M |
| Cliffwater LLC | 1.61% | No change | 412,247 | $7.7M |
| Rhumbline Advisers | 0.01% | Reduce -2.1% | 391,212 | $7.3M |
| Legal & General Group Plc | 0.00% | Reduce -5.9% | 326,523 | $6.1M |
| Nuveen, LLC | 0.00% | Reduce -9.1% | 318,447 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.7% | 307,316 | $5.7M |
| Brevan Howard Capital Management LP | 0.12% | Add +2167.8% | 300,000 | $5.6M |
| Renaissance Technologies | 0.01% | Add +28.3% | 286,492 | $5.3M |
| FJ Capital Management LLC | 0.56% | New | 275,132 | $5.1M |
| Swiss National Bank | 0.00% | Add +1.7% | 258,200 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.1% | 243,754 | $4.5M |
| Barclays PLC | 0.00% | Add +24.2% | 242,870 | $4.5M |
| Boothbay Fund Management, LLC | 0.10% | New | 194,459 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.6% | 192,214 | $3.6M |
| Lone Peak Global Investors LLC | 0.60% | Reduce -71.4% | 190,364 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Add +7.9% | 182,704 | $3.4M |
| AQR Capital Management | 0.00% | Add +52.8% | 180,360 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 178,590 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +33.5% | 176,607 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -1.4% | 172,254 | $3.2M |
| Marshall Wace, LLP | 0.00% | New | 166,258 | $3.1M |
| Balyasny Asset Management L.P. | 0.01% | Add +1045.7% | 166,009 | $3.1M |
| UBS Group AG | 0.00% | Add +25.2% | 161,339 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.6% | 152,355 | $2.8M |
| D. E. Shaw & Co. | 0.00% | New | 140,231 | $2.6M |
| Two Sigma Advisers, LP | 0.00% | Reduce -38.5% | 123,900 | $2.3M |
| LSV Asset Management | 0.01% | No change | 122,900 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -4.7% | 122,604 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -8.4% | 121,166 | $2.3M |
| Momentous Wealth Management, Inc. | 1.24% | New | 117,451 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.6% | 116,998 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.7% | 116,840 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -3.8% | 116,262 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -10.4% | 115,820 | $2.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -21.1% | 110,257 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +5.3% | 108,665 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +36.2% | 108,282 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +199.9% | 105,007 | $2.0M |
| North Reef Capital Management LP | 0.08% | New | 103,824 | $1.9M |
| Creative Planning | 0.00% | Add +29.4% | 103,643 | $1.9M |
| Millennium Management | 0.00% | Add +145.6% | 92,557 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 92,050 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +418.2% | 91,906 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.5% | 88,366 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 84,345 | $1.6M |
| PMC FIG Opportunities LLC | 2.30% | New | 78,587 | $1.5M |
| State of Alaska, Department of Revenue | 0.01% | Add +0.8% | 71,608 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -10.1% | 71,002 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +52.6% | 69,340 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +1.1% | 67,931 | $1.3M |
| Mason & Associates Inc | 0.23% | No change | 66,040 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +172.4% | 64,650 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 63,803 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -37.9% | 63,143 | $1.2M |
| Mariner, LLC | 0.00% | Add +38.6% | 62,193 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.2% | 60,691 | $1.1M |
| Bolthouse Investments, LLC | 0.98% | Add +1.1% | 59,383 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.2% | 58,900 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 58,242 | $1.1M |
| Point72 Asset Management | 0.00% | New | 56,559 | $1.1M |
| Comerica Bank | 0.00% | Add +0.6% | 54,991 | $1.0M |
| Jacobs Asset Management, LLC | 0.56% | New | 54,529 | $1.0M |
| VARCOV Co. | 0.39% | — | 53,273 | $991K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +25.5% | 51,849 | $964K |
| SG Americas Securities, LLC | 0.00% | Reduce -25.0% | 51,845 | $964K |
| Graham Capital Management, L.P. | 0.05% | Add +39.9% | 50,120 | $932K |
| Federated Hermes, Inc. | 0.00% | Add +16.6% | 49,030 | $912K |
| D.A. Davidson & Co. | 0.01% | Reduce -4.0% | 47,362 | $881K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 46,524 | $865K |
| Squarepoint Ops LLC | 0.00% | New | 44,715 | $832K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 44,300 | $824K |
| Ieq Capital, LLC | 0.00% | Add +100.5% | 43,915 | $817K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 42,178 | $793K |
| Natixis Advisors, LLC | 0.00% | Add +6.7% | 42,363 | $788K |
| New York State Common Retirement Fund | 0.00% | No change | 41,117 | $765K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.7% | 41,107 | $765K |
| New York State Teachers Retirement System | 0.00% | Add +10.3% | 39,313 | $731K |
| HRT Financial LP | 0.00% | New | 38,707 | $719K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 38,004 | $707K |
| Laurion Capital Management LP | 0.05% | New | 37,694 | $701K |
| Amalgamated Bank | 0.01% | Add +0.8% | 37,679 | $701K |
| Yousif Capital Management, LLC | 0.01% | Reduce -13.2% | 34,750 | $687K |
| Arizona State Retirement System | 0.00% | Reduce -5.9% | 36,444 | $678K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -5.2% | 35,030 | $652K |
| Apriem Advisors | 0.06% | No change | 34,500 | $642K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.4% | 34,417 | $640K |
| Handelsbanken Fonder AB | 0.00% | Add +4.4% | 33,011 | $614K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.8% | 32,542 | $605K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.3% | 30,047 | $592K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.5% | 31,837 | $592K |
| Verition Fund Management LLC | 0.00% | New | 30,993 | $576K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.0% | 29,463 | $548K |
| World Investment Advisors | 0.01% | Reduce -5.5% | 29,166 | $542K |
| Dark Forest Capital Management LP | 0.02% | Reduce -83.7% | 29,043 | $540K |
| KLP Kapitalforvaltning As | 0.00% | No change | 28,600 | $537K |
| MQS Management LLC | 0.31% | Add +47.0% | 28,545 | $531K |
| Persistent Asset Partners Ltd | 0.25% | New | 28,063 | $522K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +84.1% | 25,828 | $480K |
| Bleakley Financial Group, LLC | 0.01% | New | 25,411 | $473K |
| ProShare Advisors LLC | 0.00% | Add +2.1% | 25,393 | $472K |
| Lazari Capital Management, Inc. | 0.15% | No change | 24,376 | $453K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 24,375 | $453K |
| Voya Investment Management LLC | 0.00% | Reduce -0.3% | 23,939 | $445K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -5.5% | 23,901 | $445K |
| Allworth Financial LP | 0.00% | Reduce -33.6% | 22,011 | $409K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +76.8% | 21,923 | $408K |
| Profund Advisors LLC | 0.01% | Add +92.2% | 21,654 | $403K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.7% | 21,319 | $397K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.5% | 21,020 | $391K |
| XTX Topco Ltd | 0.01% | Add +26.1% | 20,544 | $382K |
| Royal Bank of Canada | 0.00% | Reduce -26.2% | 20,051 | $373K |
| Pinnacle Holdings, LLC | 0.14% | No change | 19,803 | $368K |
| Corient Private Wealth LP | 0.00% | Add +1.5% | 19,597 | $365K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,080 | $355K |
| Neuberger Berman Group LLC | 0.00% | Add +11.1% | 19,019 | $354K |
| Woodward Diversified Capital, LLC | 0.16% | No change | 19,000 | $353K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.2% | 18,848 | $351K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +19.2% | 18,348 | $341K |
| Pathstone Holdings, LLC | 0.00% | Add +1.3% | 16,893 | $315K |
| Brooklyn Investment Group | 0.01% | New | 16,204 | $311K |
| Sei Investments Co. | 0.00% | Reduce -10.8% | 15,821 | $294K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.4% | 15,428 | $287K |
| EntryPoint Capital, LLC | 0.11% | Reduce -46.7% | 15,342 | $285K |
| Man Group plc | 0.00% | New | 15,071 | $280K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.3% | 14,698 | $273K |
| Vident Advisory, LLC | 0.00% | Reduce -54.1% | 14,166 | $264K |
| KWB Wealth | 0.02% | Add +1.0% | 14,049 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 14,013 | $261K |
| DGS Capital Management, LLC | 0.04% | New | 13,472 | $251K |
| Bank of Montreal | 0.00% | Reduce -2.3% | 13,035 | $242K |
| CIBC Asset Management Inc | 0.00% | New | 12,980 | $241K |
| Hantz Financial Services, Inc. | 0.00% | Add +268.8% | 12,896 | $240K |
| DRW Securities, LLC | 0.02% | New | 12,533 | $233K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -1.8% | 12,126 | $226K |
| Foronjy Financial LLC | 0.09% | No change | 11,953 | $222K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 11,750 | $219K |
| Farringdon Capital, Ltd. | 0.05% | New | 11,653 | $217K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,124 | $214K |
| Savant Capital, LLC | 0.00% | New | 11,342 | $211K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 11,051 | $206K |
| Private Management Group Inc. | 0.01% | No change | 10,727 | $200K |
| Merit Financial Group, LLC | 0.00% | New | 10,675 | $199K |
| Whelan Financial | 0.06% | No change | 10,619 | $198K |
| Global Retirement Partners, LLC | 0.00% | No change | 10,533 | $196K |
| Cwm, LLC | 0.00% | Add +6.3% | 10,445 | $194K |
| Xponance LLC | 0.00% | Reduce -0.3% | 10,364 | $193K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 10,326 | $192K |
| Praxis Investment Management Inc. | 0.01% | No change | 10,060 | $187K |
| HCR Wealth Advisors | 0.02% | No change | 10,000 | $186K |
| GAMCO Investors | 0.00% | No change | 10,000 | $186K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -65.8% | 8,793 | $164K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 7,889 | $147K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.7% | 7,745 | $144K |
| Sterling Capital Management LLC | 0.00% | Reduce -17.7% | 7,538 | $140K |
| Covestor Ltd | 0.07% | Add +21.6% | 7,260 | $135K |
| Los Angeles Capital Management LLC | 0.00% | New | 6,850 | $127K |
| GAMMA Investing LLC | 0.01% | Reduce -0.4% | 6,356 | $118K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 5,068 | $94K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.4% | 4,137 | $78K |
| KBC Group NV | 0.00% | No change | 3,887 | $72K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 3,570 | $69K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,405 | $63K |
| Larson Financial Group LLC | 0.00% | Add +288.9% | 2,411 | $45K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,242 | $42K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +34.4% | 2,208 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.4% | 2,083 | $39K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +8940.9% | 1,989 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,943 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +18.9% | 1,712 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,620 | $30K |
| Jones Financial Companies LLLP | 0.00% | Reduce -43.8% | 1,606 | $30K |
| UMB Bank, n.a. | 0.00% | Add +12.3% | 1,571 | $29K |
| Fifth Third Bancorp | 0.00% | Reduce -3.6% | 1,469 | $27K |
| Versant Capital Management, Inc | 0.00% | Reduce -25.6% | 1,336 | $25K |
| SageView Advisory Group, LLC | 0.00% | New | 1,257 | $23K |
| Blue Trust, Inc. | 0.00% | Add +0.1% | 1,189 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.4% | 1,148 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +30.2% | 1,108 | $21K |
| ORG Partners LLC | 0.00% | No change | 1,043 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -26.0% | 972 | $19K |
| Simplex Trading, LLC | 0.00% | New | 830 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.4% | 824 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 792 | $15K |
| Signaturefd, LLC | 0.00% | Reduce -0.5% | 757 | $14K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 717 | $13K |
| Root Financial Partners, LLC | 0.00% | Add +20.1% | 484 | $9K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +46100.0% | 462 | $9K |
| Rothschild Investment LLC | 0.00% | Add +30.9% | 445 | $8K |
| Ares Financial Consulting, LLC | 0.01% | — | 434 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +3.5% | 420 | $8K |
| Quadrant Capital Group LLC | 0.00% | Reduce -89.8% | 382 | $7K |
| Quarry LP | 0.00% | Reduce -32.4% | 343 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +48.3% | 338 | $6K |
| Huntington National Bank | 0.00% | Reduce -5.2% | 310 | $6K |
| LRI Investments, LLC | 0.00% | No change | 303 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -91.7% | 265 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 241 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 200 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 186 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 198 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +43.9% | 164 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +46.0% | 146 | $3K |
| MAI Capital Management | 0.00% | Add +210.6% | 146 | $3K |
| Assetmark, Inc. | 0.00% | No change | 127 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 122 | $2K |
| Quent Capital, LLC | 0.00% | No change | 122 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +33.3% | 108 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 104 | $2K |
| CVA Family Office, LLC | 0.00% | New | 104 | $2K |
| IFP Advisors, Inc | 0.00% | Add +3.1% | 100 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 80 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -57.7% | 77 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 64 | $1K |
| Stone House Investment Management, LLC | 0.00% | New | 62 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 57 | $1K |
| Essential Partners LLC | 0.00% | New | 40 | $744 |
| Fortitude Family Office, LLC | 0.00% | Reduce -27.1% | 35 | $651 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 34 | $632 |
| Inspire Investing, LLC | 0.00% | New | 32 | $604 |
| Retirement Wealth Solutions LLC | 0.00% | Add +77.8% | 32 | $596 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 31 | $577 |
| CIBC Private Wealth Group LLC | 0.00% | New | 30 | $558 |
| Optima Capital LLC | 0.00% | New | 29 | $545 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +180.0% | 28 | $521 |
| Cornerstone Financial Management LLC | 0.00% | — | 25 | $465 |
| True Wealth Design, LLC | 0.00% | Add +900.0% | 20 | $372 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $298 |
| Ankerstar Wealth, LLC | 0.00% | — | 14 | $263 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 12 | $225 |
| Gilpin Wealth Management, LLC | 0.00% | — | 12 | $224 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -20.0% | 12 | $224 |
| HFM Investment Advisors, LLC | 0.00% | No change | 10 | $186 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $49 |
| Torren Management, LLC | 0.00% | — | 2 | $30 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is CVBF's weight in each manager's 13F, not the share of CVB Financial Corp. the manager owns.