MVB FinancialMVBF

13F holders, Q2 2026 (June 30)
108holders −3
9new positions
11sold out
3famous investors
$28.98avg. 13F price*

At the end of Q2 2026, 108 institutions reported holding MVB Financial Corp. (MVBF) in their 13F filings, down 3 from Q1 2026. 9 opened new positions and 11 sold out. The largest holders were Wellington Management Group LLP ($51.2M), BlackRock, Inc. ($30.2M) and Dimensional Fund Advisors LP ($15.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
MVB Financial Corp.
CUSIP
553810102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 79Q1 2024Q2 2024: 79Q2 2024Q3 2024: 85Q3 2024Q4 2024: 88Q4 2024Q1 2025: 88Q1 2025Q2 2025: 93Q2 2025Q3 2025: 97Q3 2025Q4 2025: 105Q4 2025Q1 2026: 111Q1 2026Q2 2026: 108Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$3.6M
Exits11$3.0M

All 13F filers, Q1 2026 → Q2 2026: 654,447 shares bought and 241,732 shares sold, net +412,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

Wellington Management Group LLP 0.01% Reduce -0.2% 1,763,416 $51.2M
BlackRock, Inc. 0.00% Add +10.7% 1,039,372 $30.2M
Dimensional Fund Advisors LP 0.00% Add +5.2% 533,007 $15.5M
Vanguard Capital Management LLC 0.00% Add +2.5% 517,571 $15.0M
Geode Capital Management, LLC 0.00% Add +15.4% 311,400 $9.0M
Ameriprise Financial Inc. 0.00% Add +12.2% 276,860 $8.0M
Basswood Capital Management, L.L.C. 0.32% Add +120.1% 257,731 $7.5M
State Street Corp. 0.00% Add +0.7% 243,885 $7.1M
Endeavour Capital Advisors Inc. 1.09% Reduce -2.8% 182,719 $5.3M
Kennedy Capital Management LLC 0.06% Reduce -1.5% 122,447 $3.6M
Banc Funds Co. LLC 0.56% Add +27.1% 116,010 $3.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% Add +28.3% 112,129 $3.3M
Acadian Asset Management LLC 0.00% Reduce -10.7% 100,404 $2.9M
Bridgeway Capital Management, LLC 0.05% Reduce -15.0% 98,345 $2.9M
Northern Trust Corp. 0.00% Add +5.3% 92,992 $2.7M
Pure Financial Advisors, LLC 0.03% No change 84,824 $2.5M
Vanguard Portfolio Management LLC 0.00% Add +22.9% 79,559 $2.3M
Vanguard Fiduciary Trust Co. 0.00% Add +0.3% 78,124 $2.3M
Citadel Advisors 0.00% Add +1.9% 77,679 $2.3M
Kestra Advisory Services, LLC 0.01% New 75,000 $2.2M
American Century Companies Inc. 0.00% Reduce -20.5% 61,656 $1.8M
Bank of New York Mellon Corp 0.00% Add +6.0% 61,345 $1.8M
Hotchkis & Wiley Capital Management LLC 0.01% Add +0.7% 59,770 $1.7M
Morgan Stanley 0.00% Add +14.8% 56,957 $1.7M
Qube Research & Technologies Ltd 0.00% Add +66.0% 56,004 $1.6M
Two Sigma Investments, LP 0.00% Reduce -8.4% 55,840 $1.6M
Arrowstreet Capital, Limited Partnership 0.00% No change 54,309 $1.6M
Alliancebernstein L.P. 0.00% Add +1.8% 56,331 $1.4M
Nuveen, LLC 0.00% Add +2.7% 47,096 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +17.6% 46,982 $1.4M
Squarepoint Ops LLC 0.00% Reduce -12.3% 46,309 $1.3M
Cerity Partners LLC 0.00% Add +42.3% 46,126 $1.3M
Empowered Funds, LLC 0.01% Add +7.8% 40,816 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -44.2% 40,487 $1.2M
Sippican Capital Advisors 0.71% No change 39,918 $1.2M
AQR Capital Management 0.00% Add +16.9% 38,132 $1.1M
Charles Schwab Investment Management Inc. 0.00% Add +14.9% 33,520 $972K
Quantinno Capital Management LP 0.00% Add +15.1% 32,849 $953K
First Manhattan Co. Llc. 0.00% Add +5.3% 30,000 $870K
Trexquant Investment LP 0.00% Add +7.4% 27,426 $796K
Emerald Mutual Fund Advisers Trust 0.03% No change 27,293 $792K
Prudential Financial Inc. 0.00% Reduce -3.9% 26,400 $766K
McKinley Carter Wealth Services, Inc. 0.04% No change 25,877 $751K
Hoge Financial Services, LLC 0.33% Add +0.6% 23,764 $689K
State of Wisconsin Investment Board 0.00% Add +12.1% 21,800 $632K
J.W. Cole Advisors, Inc. 0.01% New 20,770 $603K
Daytona Street Capital LLC 0.41% No change 19,620 $561K
Cresset Asset Management, LLC 0.00% Add +0.6% 18,028 $523K
D. E. Shaw & Co. 0.00% Add +21.3% 16,947 $492K
First National Trust Co 0.02% No change 15,683 $455K
Rhumbline Advisers 0.00% Add +3.8% 14,948 $434K
Barclays PLC 0.00% Reduce -5.2% 13,936 $404K
Wells Fargo & Company 0.00% Add +14.0% 13,905 $403K
Invesco Ltd. 0.00% Add +25.9% 12,966 $376K
Deutsche Bank AG 0.00% Add +36.1% 11,568 $336K
CM Wealth Advisors LLC 0.06% New 11,516 $334K
Natixis Advisors, LLC 0.00% Add +4.9% 11,362 $329K
STRS Ohio 0.00% Add +22.5% 10,900 $316K
PNC Financial Services Group, Inc. 0.00% No change 9,316 $270K
Bank of America Corp. 0.00% Reduce -20.0% 9,300 $270K
XTX Topco Ltd 0.00% New 8,158 $237K
OneDigital Investment Advisors LLC 0.00% New 8,134 $236K
BNP Paribas Financial Markets 0.00% Reduce -2.6% 7,842 $227K
Canton Hathaway, LLC 0.04% No change 7,574 $220K
MetLife Investment Management, LLC 0.00% Add +2.5% 6,509 $189K
Citigroup Inc. 0.00% Add +248.6% 6,431 $187K
Russell Investments Group, Ltd. 0.00% Add +487.5% 6,222 $180K
UBS Group AG 0.00% Reduce -43.9% 6,032 $175K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.8% 5,463 $158K
JPMorgan Chase & Co. 0.00% Add +12.1% 5,155 $150K
New York State Common Retirement Fund 0.00% No change 4,796 $139K
Vanguard Global Advisers, LLC 0.00% No change 4,229 $123K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,066 $89K
Versant Capital Management, Inc 0.01% No change 2,163 $63K
Royal Bank of Canada 0.00% Add +19000.0% 1,910 $56K
Public Employees Retirement System of Ohio 0.00% No change 1,659 $48K
Tower Research Capital LLC (TRC) 0.00% Reduce -60.7% 1,465 $43K
Arax Advisory Partners 0.00% Add +264.6% 1,225 $36K
Legal & General Group Plc 0.00% Add +16.8% 1,217 $35K
Ameritas Investment Partners, Inc. 0.00% No change 1,120 $32K
Pier 88 Investment Partners LLC 0.05% Reduce -81.5% 1,000 $29K
GAMMA Investing LLC 0.00% No change 848 $25K
State of Alaska, Department of Revenue 0.00% No change 751 $21K
Fifth Third Bancorp 0.00% No change 550 $16K
Allworth Financial LP 0.00% Add +1.8% 399 $12K
City Holding Co. 0.00% No change 380 $11K
First Horizon Corp. 0.00% No change 300 $9K
FMR LLC 0.00% Add +8.2% 277 $8K
Sterling Capital Management LLC 0.00% Reduce -35.4% 239 $7K
Nisa Investment Advisors, LLC 0.00% No change 177 $5K
California State Teachers Retirement System 0.00% Reduce -74.0% 157 $5K
Jones Financial Companies LLLP 0.00% No change 150 $4K
Parallel Advisors, LLC 0.00% No change 139 $4K
Brown Brothers Harriman & Co. 0.00% No change 112 $3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 110 $3K
Signaturefd, LLC 0.00% No change 70 $2K
IFP Advisors, Inc 0.00% Add +50.0% 63 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -81.1% 62 $2K
Quarry LP 0.00% New 59 $2K
Essential Partners LLC 0.00% Reduce -44.7% 57 $2K

"% of holder's portfolio" is MVBF's weight in each manager's 13F, not the share of MVB Financial Corp. the manager owns.

Show all 108 holders