MVB FinancialMVBF

13F holders, Q3 2024 (September 30)
85holders +6
8new positions
3sold out
2famous investors
$19.36avg. 13F price*

At the end of Q3 2024, 85 institutions reported holding MVB Financial Corp. (MVBF) in their 13F filings, up 6 from Q2 2024. 8 opened new positions and 3 sold out. The largest holders were Wellington Management Group LLP ($24.6M), BlackRock, Inc. ($17.0M) and TimesSquare Capital Management, LLC ($15.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$2.0M
Exits3$2.7M

All 13F filers, Q2 2024 → Q3 2024: 293,124 shares bought and 350,891 shares sold, net −57,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Wellington Management Group LLP 0.00% Reduce -0.6% 1,272,044 $24.6M
BlackRock, Inc. 0.00% — 880,398 $17.0M
TimesSquare Capital Management, LLC 0.22% Reduce -9.9% 774,589 $15.0M
Vanguard Group Inc. 0.00% Add +5.3% 608,581 $11.8M
Dimensional Fund Advisors LP 0.00% Add +7.1% 367,998 $7.1M
Geode Capital Management, LLC 0.00% Add +2.3% 265,272 $5.1M
State Street Corp. 0.00% Add +2.9% 225,727 $4.4M
Endeavour Capital Advisors Inc. 1.14% No change 188,019 $3.6M
Bridgeway Capital Management, LLC 0.08% Add +2.6% 184,554 $3.6M
Banc Funds Co. LLC 0.23% No change 109,189 $2.1M
Morgan Stanley 0.00% Add +12.9% 101,193 $2.0M
American Century Companies Inc. 0.00% Add +3.8% 97,988 $1.9M
Northern Trust Corp. 0.00% Reduce -3.1% 95,849 $1.9M
Pure Financial Advisors, LLC 0.04% No change 84,824 $1.6M
Kestra Advisory Services, LLC 0.01% No change 75,000 $1.5M
Bank of New York Mellon Corp 0.00% Reduce -10.4% 63,144 $1.2M
Alliancebernstein L.P. 0.00% Reduce -9.7% 52,581 $1.0M
Prudential Financial Inc. 0.00% Add +2.0% 50,115 $970K
Citadel Advisors 0.00% Add +124.2% 47,126 $912K
Nuveen Asset Management, LLC 0.00% No change 47,050 $911K
JPMorgan Chase & Co. 0.00% Add +30.2% 45,926 $889K
Goldman Sachs Group Inc. 0.00% Add +49.8% 45,892 $888K
Inspire Investing, LLC 0.08% New 39,855 $772K
Hoge Financial Services, LLC 0.51% Reduce -1.9% 34,660 $671K
Charles Schwab Investment Management Inc. 0.00% No change 32,148 $622K
Cerity Partners LLC 0.00% Add +1.0% 31,582 $611K
First Manhattan Co. Llc. 0.00% Add +29.6% 28,500 $552K
Russell Investments Group, Ltd. 0.00% Reduce -65.2% 27,881 $540K
T. Rowe Price Associates Inc. 0.00% Add +1.4% 26,231 $508K
McKinley Carter Wealth Services, Inc. 0.03% No change 25,876 $501K
Barclays PLC 0.00% Add +99.5% 24,436 $473K
Sippican Capital Advisors 0.32% Add +11.4% 23,820 $461K
Squarepoint Ops LLC 0.00% Add +26.6% 21,210 $411K
Acadian Asset Management LLC 0.00% Add +103.2% 19,839 $383K
Martingale Asset Management L P 0.01% New 19,447 $376K
Assenagon Asset Management S.A. 0.00% Add +19.0% 19,258 $373K
Cresset Asset Management, LLC 0.00% Reduce -12.2% 18,633 $361K
Rhumbline Advisers 0.00% Add +1.6% 18,177 $352K
Invesco Ltd. 0.00% Reduce -61.3% 17,074 $331K
BNP Paribas Financial Markets 0.00% Reduce -29.5% 16,557 $321K
State of Wisconsin Investment Board 0.00% Reduce -6.8% 16,400 $318K
First National Trust Co 0.01% No change 15,683 $304K
Two Sigma Investments, LP 0.00% New 15,198 $294K
Bank of America Corp. 0.00% Add +44.1% 14,929 $289K
State of Tennessee, Department of Treasury 0.00% No change 14,335 $278K
Natixis Advisors, LLC 0.00% New 12,500 $242K
Empowered Funds, LLC 0.00% Add +4.5% 12,354 $239K
Two Sigma Advisers, LP 0.00% Reduce -5.5% 12,100 $234K
Millennium Management 0.00% New 11,127 $215K
Jane Street Group, LLC 0.00% Reduce -4.5% 10,518 $204K
PNC Financial Services Group, Inc. 0.00% Reduce -1.0% 10,000 $194K
Citigroup Inc. 0.00% Add +224.2% 8,355 $162K
Royal Bank of Canada 0.00% Reduce -0.8% 8,335 $161K
Canton Hathaway, LLC 0.04% No change 7,574 $147K
Wells Fargo & Company 0.00% Add +3.2% 7,238 $140K
Osaic Holdings, Inc. 0.00% Add +0.0% 6,766 $131K
MetLife Investment Management, LLC 0.00% No change 6,576 $127K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.6% 6,273 $121K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 6,135 $119K
UBS Group AG 0.00% Reduce -22.4% 5,442 $105K
New York State Common Retirement Fund 0.00% No change 4,796 $93K
CIBC Private Wealth Group LLC 0.00% Add +0.8% 4,165 $81K
Beacon Capital Management, LLC 0.01% No change 3,252 $63K
STRS Ohio 0.00% New 2,800 $54K
FMR LLC 0.00% Add +18.4% 1,819 $35K
Ameritas Investment Partners, Inc. 0.00% No change 1,120 $22K
Picton Mahoney Asset Management 0.00% Add +111.5% 1,070 $21K
Legal & General Group Plc 0.00% No change 943 $18K
California State Teachers Retirement System 0.00% No change 831 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.7% 660 $13K
Cwm, LLC 0.00% Add +35.7% 551 $11K
Fifth Third Bancorp 0.00% No change 550 $11K
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
Earned Wealth Advisors, LLC 0.00% New 154 $3K
Blue Trust, Inc. 0.00% New 122 $2K
Public Employees Retirement System of Ohio 0.00% No change 91 $2K
EverSource Wealth Advisors, LLC 0.00% No change 85 $2K
Fortitude Family Office, LLC 0.00% No change 59 $1K
GAMMA Investing LLC 0.00% No change 56 $1K
Covestor Ltd 0.00% Add +81.8% 40 $1K
Sterling Capital Management LLC 0.00% — 36 $697
Arax Advisory Partners 0.00% No change 25 $484
Nisa Investment Advisors, LLC 0.00% No change 8 $155

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