MVB FinancialMVBF

13F holders, Q1 2024 (March 31)
79holders
3famous investors
$22.31avg. 13F price*

At the end of Q1 2024, 79 institutions reported holding MVB Financial Corp. (MVBF) in their 13F filings. The largest holders were Wellington Management Group LLP ($29.1M), TimesSquare Capital Management, LLC ($21.1M) and BlackRock Inc. ($19.3M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024

InstitutionsTotal Value
New Positions9$1.9M
Exits7$1.8M

Ownership 79 holders

Wellington Management Group LLP 0.01% Reduce -3.8% 1,302,715 $29.1M
TimesSquare Capital Management, LLC 0.31% Add +53.5% 945,290 $21.1M
BlackRock Inc. 0.00% Reduce -2.9% 864,130 $19.3M
Vanguard Group Inc. 0.00% Add +5.5% 558,946 $12.5M
Dimensional Fund Advisors LP 0.00% Add +8.4% 324,974 $7.3M
Geode Capital Management, LLC 0.00% Add +5.4% 248,112 $5.5M
State Street Corp. 0.00% Add +3.9% 217,376 $4.8M
Endeavour Capital Advisors Inc. 1.58% Reduce -41.0% 204,351 $4.6M
Bridgeway Capital Management, LLC 0.08% Add +6.8% 172,998 $3.9M
Morgan Stanley 0.00% Add +3.8% 109,167 $2.4M
Northern Trust Corp. 0.00% Reduce -1.7% 100,522 $2.2M
Banc Funds Co. LLC 0.24% Add +7.7% 96,489 $2.2M
American Century Companies Inc. 0.00% Add +14.3% 94,426 $2.1M
Pure Financial Advisors, LLC 0.06% No change 84,824 $1.9M
Russell Investments Group, Ltd. 0.00% Add +8.0% 80,552 $1.8M
AA Financial Advisors, LLC 0.68% No change 75,000 $1.7M
Alliancebernstein L.P. 0.00% Add +0.7% 58,368 $1.3M
Prudential Financial Inc. 0.00% Add +24.8% 57,815 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -2.7% 56,316 $1.3M
JPMorgan Chase & Co. 0.00% Add +11.3% 49,960 $1.1M
Nuveen Asset Management, LLC 0.00% No change 47,050 $1.0M
Invesco Ltd. 0.00% New 36,561 $816K
Hoge Financial Services, LLC 0.64% Add +0.8% 35,016 $781K
First Trust Advisors LP 0.00% Add +3.1% 33,206 $741K
Cerity Partners LLC 0.00% Add +1.2% 31,601 $705K
Charles Schwab Investment Management Inc. 0.00% No change 30,555 $682K
Assenagon Asset Management S.A. 0.00% Reduce -14.0% 28,039 $626K
Goldman Sachs Group Inc. 0.00% Reduce -4.7% 26,770 $597K
T. Rowe Price Associates Inc. 0.00% Add +1.5% 26,675 $596K
McKinley Carter Wealth Services, Inc. 0.04% No change 25,876 $577K
Cresset Asset Management, LLC 0.00% Add +0.8% 20,441 $456K
Millennium Management 0.00% Reduce -53.6% 20,363 $454K
BNP Paribas Financial Markets 0.00% Add +515.9% 20,195 $451K
State of Wisconsin Investment Board 0.00% Reduce -12.8% 19,000 $424K
Citadel Advisors 0.00% Reduce -40.0% 18,681 $417K
First Manhattan Co. Llc. 0.00% No change 18,500 $413K
Boston Partners 0.00% Add +11.4% 17,447 $389K
Rhumbline Advisers 0.00% Add +2.9% 17,339 $387K
Barclays PLC 0.00% Reduce -32.2% 16,218 $362K
First National Trust Co 0.01% No change 15,683 $350K
Two Sigma Advisers, LP 0.00% Reduce -10.8% 14,100 $315K
Sippican Capital Advisors 0.24% New 13,810 $308K
UBS Group AG 0.00% Reduce -9.7% 11,285 $252K
Empowered Funds, LLC 0.00% New 11,098 $248K
Renaissance Technologies 0.00% Add +4.8% 10,800 $241K
PNC Financial Services Group, Inc. 0.00% No change 10,102 $225K
Bank of America Corp. 0.00% Reduce -43.3% 9,601 $214K
Squarepoint Ops LLC 0.00% Reduce -21.1% 9,557 $213K
Acadian Asset Management LLC 0.00% New 8,135 $180K
Deutsche Bank AG 0.00% Add +9.7% 7,994 $178K
Royal Bank of Canada 0.00% Reduce -28.1% 7,574 $170K
Canton Hathaway, LLC 0.05% Reduce -11.7% 7,574 $169K
State of Tennessee, Department of Treasury 0.00% New 7,500 $167K
Osaic Holdings, Inc. 0.00% No change 6,734 $150K
MetLife Investment Management, LLC 0.00% No change 6,009 $134K
American International Group, Inc. 0.00% Reduce -0.8% 5,595 $125K
New York State Common Retirement Fund 0.00% Reduce -0.1% 4,794 $107K
EntryPoint Capital, LLC 0.10% New 4,789 $107K
CIBC Private Wealth Group LLC 0.00% New 4,094 $90K
Wells Fargo & Company 0.00% Add +14.8% 3,974 $89K
Beacon Capital Management, LLC 0.01% No change 3,252 $73K
Citigroup Inc. 0.00% Add +32.7% 2,404 $54K
FMR LLC 0.00% Reduce -4.4% 1,518 $34K
California State Teachers Retirement System 0.00% Reduce -38.9% 1,142 $25K
Ameritas Investment Partners, Inc. 0.00% No change 1,120 $25K
Legal & General Group Plc 0.00% No change 943 $21K
Metropolitan Life Insurance Co 0.00% No change 567 $13K
Fifth Third Bancorp 0.00% No change 550 $12K
City Holding Co. 0.00% No change 380 $8K
Amalgamated Bank 0.00% Reduce -65.8% 355 $8K
First Horizon Advisors, Inc. 0.00% No change 300 $7K
Cwm, LLC 0.00% Add +0.5% 186 $4K
Comerica Bank 0.00% No change 151 $3K
Public Employees Retirement System of Ohio 0.00% Reduce -4.0% 96 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.7% 69 $2K
EverSource Wealth Advisors, LLC 0.00% No change 85 $2K
Fortitude Family Office, LLC 0.00% No change 59 $1K
Avior Wealth Management, LLC 0.00% New 1 $22
Covestor Ltd 0.00% New 9 $0

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