MVB FinancialMVBF

13F holders, Q2 2024 (June 30)
79holders
6new positions
8sold out
1famous investor
$18.64avg. 13F price*

At the end of Q2 2024, 79 institutions reported holding MVB Financial Corp. (MVBF) in their 13F filings, unchanged from Q1 2024. 6 opened new positions and 8 sold out. The largest holders were Wellington Management Group LLP ($23.8M), TimesSquare Capital Management, LLC ($16.0M) and BlackRock Inc. ($15.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions6$1.6M
Exits8$1.1M

All 13F filers, Q1 2024 → Q2 2024: 248,923 shares bought and 254,099 shares sold, net −5,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Wellington Management Group LLP 0.00% Reduce -1.8% 1,279,040 $23.8M
TimesSquare Capital Management, LLC 0.25% Reduce -9.1% 859,336 $16.0M
BlackRock Inc. 0.00% Reduce -1.0% 855,675 $15.9M
Vanguard Group Inc. 0.00% Add +3.4% 577,997 $10.8M
Dimensional Fund Advisors LP 0.00% Add +5.7% 343,623 $6.4M
Geode Capital Management, LLC 0.00% Add +4.5% 259,270 $4.8M
State Street Corp. 0.00% Add +1.0% 219,453 $4.1M
Endeavour Capital Advisors Inc. 1.22% Reduce -8.0% 188,019 $3.5M
Bridgeway Capital Management, LLC 0.08% Add +4.0% 179,918 $3.4M
Banc Funds Co. LLC 0.24% Add +13.2% 109,189 $2.0M
Northern Trust Corp. 0.00% Reduce -1.6% 98,916 $1.8M
American Century Companies Inc. 0.00% Reduce -0.0% 94,410 $1.8M
Morgan Stanley 0.00% Reduce -17.9% 89,590 $1.7M
Pure Financial Advisors, LLC 0.04% No change 84,824 $1.6M
Russell Investments Group, Ltd. 0.00% Reduce -0.5% 80,117 $1.5M
AA Financial Advisors, LLC 0.49% No change 75,000 $1.4M
Kestra Advisory Services, LLC 0.01% New 75,000 $1.4M
Bank of New York Mellon Corp 0.00% Add +25.2% 70,492 $1.3M
Alliancebernstein L.P. 0.00% Reduce -0.3% 58,211 $1.1M
Prudential Financial Inc. 0.00% Reduce -15.1% 49,115 $916K
Nuveen Asset Management, LLC 0.00% No change 47,050 $877K
Invesco Ltd. 0.00% Add +20.8% 44,162 $823K
Boston Partners 0.00% Add +113.4% 37,229 $694K
Hoge Financial Services, LLC 0.54% Add +0.9% 35,338 $659K
JPMorgan Chase & Co. 0.00% Reduce -29.4% 35,277 $658K
First Trust Advisors LP 0.00% Add +0.3% 33,309 $621K
Charles Schwab Investment Management Inc. 0.00% Add +5.2% 32,148 $599K
Cerity Partners LLC 0.00% Reduce -1.0% 31,283 $583K
Goldman Sachs Group Inc. 0.00% Add +14.4% 30,629 $571K
T. Rowe Price Associates Inc. 0.00% Reduce -3.0% 25,863 $483K
McKinley Carter Wealth Services, Inc. 0.03% No change 25,876 $482K
BNP Paribas Financial Markets 0.00% Add +16.3% 23,486 $438K
First Manhattan Co. Llc. 0.00% Add +18.9% 22,000 $410K
Sippican Capital Advisors 0.32% Add +54.8% 21,380 $399K
Cresset Asset Management, LLC 0.00% Add +3.9% 21,229 $396K
Citadel Advisors 0.00% Add +12.5% 21,020 $392K
Rhumbline Advisers 0.00% Add +3.2% 17,888 $333K
State of Wisconsin Investment Board 0.00% Reduce -7.4% 17,600 $328K
Squarepoint Ops LLC 0.00% Add +75.2% 16,748 $312K
Assenagon Asset Management S.A. 0.00% Reduce -42.3% 16,181 $302K
First National Trust Co 0.01% No change 15,683 $292K
State of Tennessee, Department of Treasury 0.00% Add +91.1% 14,335 $267K
Two Sigma Advisers, LP 0.00% Reduce -9.2% 12,800 $239K
Barclays PLC 0.00% Reduce -24.5% 12,246 $228K
Empowered Funds, LLC 0.00% Add +6.5% 11,818 $220K
Jane Street Group, LLC 0.00% New 11,009 $205K
Bank of America Corp. 0.00% Add +7.9% 10,363 $193K
PNC Financial Services Group, Inc. 0.00% No change 10,102 $188K
Acadian Asset Management LLC 0.00% Add +20.0% 9,764 $181K
Royal Bank of Canada 0.00% Add +10.9% 8,399 $156K
Canton Hathaway, LLC 0.04% No change 7,574 $141K
Wells Fargo & Company 0.00% Add +76.5% 7,012 $131K
UBS Group AG 0.00% Reduce -37.9% 7,012 $131K
Osaic Holdings, Inc. 0.00% Add +0.5% 6,765 $126K
MetLife Investment Management, LLC 0.00% Add +9.4% 6,576 $123K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 6,508 $121K
Corebridge Financial, Inc. 0.00% — 6,172 $115K
New York State Common Retirement Fund 0.00% Add +0.0% 4,796 $89K
Tower Research Capital LLC (TRC) 0.00% Add +6130.4% 4,299 $80K
CIBC Private Wealth Group LLC 0.00% Add +0.9% 4,130 $77K
Beacon Capital Management, LLC 0.01% No change 3,252 $61K
Citigroup Inc. 0.00% Add +7.2% 2,577 $48K
FMR LLC 0.00% Add +1.3% 1,537 $29K
Ameritas Investment Partners, Inc. 0.00% No change 1,120 $21K
Legal & General Group Plc 0.00% No change 943 $18K
California State Teachers Retirement System 0.00% Reduce -27.2% 831 $15K
Fifth Third Bancorp 0.00% No change 550 $10K
Picton Mahoney Asset Management 0.00% New 506 $9K
Cwm, LLC 0.00% Add +118.3% 406 $8K
City Holding Co. 0.00% No change 380 $7K
Amalgamated Bank 0.00% No change 355 $7K
First Horizon Advisors, Inc. 0.00% No change 300 $6K
EverSource Wealth Advisors, LLC 0.00% No change 85 $2K
Public Employees Retirement System of Ohio 0.00% Reduce -5.2% 91 $2K
Fortitude Family Office, LLC 0.00% No change 59 $1K
GAMMA Investing LLC 0.00% New 56 $1K
Arax Advisory Partners 0.00% New 25 $466
Nisa Investment Advisors, LLC 0.00% New 8 $149
Covestor Ltd 0.00% Add +144.4% 22 $0

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