MVB FinancialMVBF

13F holders, Q1 2025 (March 31)
88holders
9new positions
9sold out
2famous investors
$17.32avg. 13F price*

At the end of Q1 2025, 88 institutions reported holding MVB Financial Corp. (MVBF) in their 13F filings, unchanged from Q4 2024. 9 opened new positions and 9 sold out. The largest holders were Wellington Management Group LLP ($19.9M), BlackRock, Inc. ($19.6M) and TimesSquare Capital Management, LLC ($13.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$2.6M
Exits9$3.2M

All 13F filers, Q4 2024 → Q1 2025: 469,535 shares bought and 414,637 shares sold, net +54,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

Wellington Management Group LLP 0.00% Reduce -1.1% 1,148,293 $19.9M
BlackRock, Inc. 0.00% Add +14.8% 1,128,773 $19.6M
TimesSquare Capital Management, LLC 0.22% Reduce -16.1% 775,770 $13.4M
Vanguard Group Inc. 0.00% Reduce -0.4% 654,578 $11.3M
Dimensional Fund Advisors LP 0.00% Add +6.7% 414,881 $7.2M
Banco Santander, S.A. 0.07% No change 365,107 $6.3M
Geode Capital Management, LLC 0.00% Add +4.1% 275,257 $4.8M
State Street Corp. 0.00% Reduce -1.2% 234,361 $4.1M
Endeavour Capital Advisors Inc. 1.21% No change 188,019 $3.3M
Bridgeway Capital Management, LLC 0.07% Add +9.0% 163,744 $2.8M
American Century Companies Inc. 0.00% Add +13.7% 111,369 $1.9M
Banc Funds Co. LLC 0.25% No change 109,189 $1.9M
Morgan Stanley 0.00% Add +2.2% 98,822 $1.7M
Northern Trust Corp. 0.00% Reduce -5.9% 93,385 $1.6M
Pure Financial Advisors, LLC 0.03% No change 84,824 $1.5M
Bank of New York Mellon Corp 0.00% Reduce -3.2% 79,348 $1.4M
AA Financial Advisors, LLC 0.32% New 75,000 $1.3M
Fourthstone LLC 0.30% Add +317.6% 69,133 $1.2M
Goldman Sachs Group Inc. 0.00% Add +5.4% 62,462 $1.1M
Prudential Financial Inc. 0.00% Reduce -0.3% 54,165 $938K
Alliancebernstein L.P. 0.00% No change 52,581 $911K
Nuveen, LLC 0.00% — 47,050 $815K
Sippican Capital Advisors 0.50% Add +24.0% 38,175 $661K
Hoge Financial Services, LLC 0.43% Add +0.8% 35,213 $610K
Barclays PLC 0.00% Add +15.5% 34,157 $592K
T. Rowe Price Associates Inc. 0.00% Add +8.2% 32,978 $572K
Charles Schwab Investment Management Inc. 0.00% No change 32,148 $557K
Cerity Partners LLC 0.00% Reduce -0.1% 31,564 $547K
J.W. Cole Advisors, Inc. 0.02% New 30,909 $535K
McKinley Carter Wealth Services, Inc. 0.03% Add +15.5% 29,876 $517K
First Manhattan Co. Llc. 0.00% No change 28,500 $494K
Bank of America Corp. 0.00% Add +0.1% 27,685 $480K
HSBC Holdings PLC 0.00% Add +42.4% 24,257 $420K
Acadian Asset Management LLC 0.00% Reduce -13.7% 19,753 $340K
Citadel Advisors 0.00% Add +164.8% 19,266 $334K
Susquehanna International Group, LLP 0.00% New 18,131 $314K
Cresset Asset Management, LLC 0.00% Reduce -0.1% 17,610 $305K
Rhumbline Advisers 0.00% Reduce -5.5% 17,416 $302K
First National Trust Co 0.01% No change 16,101 $279K
Invesco Ltd. 0.00% Reduce -11.4% 15,429 $267K
Empowered Funds, LLC 0.00% Add +9.0% 14,144 $245K
Jane Street Group, LLC 0.00% New 13,259 $230K
D. E. Shaw & Co. 0.00% New 12,570 $218K
Two Sigma Investments, LP 0.00% Reduce -46.2% 12,047 $209K
Royal Bank of Canada 0.00% Add +26.9% 11,716 $203K
Natixis Advisors, LLC 0.00% Reduce -7.4% 11,573 $200K
Deutsche Bank AG 0.00% Reduce -19.9% 10,505 $182K
Two Sigma Advisers, LP 0.00% Reduce -25.3% 10,080 $175K
PNC Financial Services Group, Inc. 0.00% No change 10,000 $173K
JPMorgan Chase & Co. 0.00% Reduce -85.1% 9,588 $166K
Wells Fargo & Company 0.00% Add +6.4% 9,259 $160K
BNP Paribas Financial Markets 0.00% Add +45.1% 9,210 $160K
Citigroup Inc. 0.00% Reduce -10.2% 7,951 $138K
STRS Ohio 0.00% Add +171.4% 7,600 $132K
Canton Hathaway, LLC 0.03% No change 7,574 $131K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.7% 6,889 $119K
Osaic Holdings, Inc. 0.00% Reduce -0.5% 6,734 $117K
MetLife Investment Management, LLC 0.00% No change 6,576 $114K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 5,621 $97K
UBS Group AG 0.00% Reduce -36.5% 5,039 $87K
New York State Common Retirement Fund 0.00% No change 4,796 $83K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,066 $53K
Public Employees Retirement System of Ohio 0.00% Add +1723.1% 1,659 $29K
Picton Mahoney Asset Management 0.00% Reduce -6.1% 1,375 $24K
Ameritas Investment Partners, Inc. 0.00% No change 1,120 $19K
Legal & General Group Plc 0.00% No change 943 $16K
California State Teachers Retirement System 0.00% No change 831 $14K
CANADA LIFE ASSURANCE Co 0.00% Add +14.1% 767 $13K
Cwm, LLC 0.00% Add +28.4% 687 $12K
Tower Research Capital LLC (TRC) 0.00% Add +82.9% 622 $11K
Fifth Third Bancorp 0.00% No change 550 $10K
FMR LLC 0.00% Reduce -74.7% 463 $8K
City Holding Co. 0.00% No change 380 $7K
Amalgamated Bank 0.00% No change 355 $6K
GAMMA Investing LLC 0.00% Add +309.3% 307 $5K
First Horizon Advisors, Inc. 0.00% No change 300 $5K
Coldstream Capital Management Inc. 0.00% New 296 $5K
Sterling Capital Management LLC 0.00% Reduce -46.2% 198 $3K
Arax Advisory Partners 0.00% New 196 $3K
EverSource Wealth Advisors, LLC 0.00% Add +1.2% 86 $1K
Fortitude Family Office, LLC 0.00% No change 59 $1K
Covestor Ltd 0.00% Reduce -30.8% 36 $1K
Russell Investments Group, Ltd. 0.00% Reduce -64.3% 41 $710
Smartleaf Asset Management LLC 0.00% No change 25 $435
True Wealth Design, LLC 0.00% New 24 $416
Nisa Investment Advisors, LLC 0.00% Reduce -75.0% 8 $139
SBI Securities Co., Ltd. 0.00% New 2 $35
IFP Advisors, Inc 0.00% No change 1 $17

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