MVB FinancialMVBF

13F holders, Q2 2025 (June 30)
93holders +5
11new positions
7sold out
3famous investors
$22.53avg. 13F price*

At the end of Q2 2025, 93 institutions reported holding MVB Financial Corp. (MVBF) in their 13F filings, up 5 from Q1 2025. 11 opened new positions and 7 sold out. The largest holders were Wellington Management Group LLP ($25.7M), BlackRock, Inc. ($23.8M) and Vanguard Group Inc. ($14.3M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$1.2M
Exits7$525K

All 13F filers, Q1 2025 → Q2 2025: 313,357 shares bought and 535,275 shares sold, net −221,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 93 holders

Wellington Management Group LLP 0.00% Reduce -0.8% 1,138,834 $25.7M
BlackRock, Inc. 0.00% Reduce -6.4% 1,056,176 $23.8M
Vanguard Group Inc. 0.00% Reduce -3.1% 634,044 $14.3M
TimesSquare Capital Management, LLC 0.19% Reduce -23.4% 594,548 $13.4M
Dimensional Fund Advisors LP 0.00% Add +7.9% 447,611 $10.1M
Banco Santander, S.A. 0.08% No change 365,107 $8.2M
Geode Capital Management, LLC 0.00% Add +0.8% 277,417 $6.3M
Fourthstone LLC 1.15% Add +275.2% 259,356 $5.8M
State Street Corp. 0.00% Add +0.1% 234,679 $5.3M
Endeavour Capital Advisors Inc. 1.46% No change 188,019 $4.2M
American Century Companies Inc. 0.00% Reduce -2.5% 108,634 $2.4M
Northern Trust Corp. 0.00% Add +0.7% 93,999 $2.1M
Bridgeway Capital Management, LLC 0.05% Reduce -45.2% 89,666 $2.0M
Pure Financial Advisors, LLC 0.03% No change 84,824 $1.9M
Bank of New York Mellon Corp 0.00% Reduce -0.5% 78,974 $1.8M
AA Financial Advisors, LLC 0.36% No change 75,000 $1.7M
Morgan Stanley 0.00% Reduce -32.3% 66,908 $1.5M
Banc Funds Co. LLC 0.21% Reduce -42.5% 62,789 $1.4M
Alliancebernstein L.P. 0.00% Add +5.2% 55,331 $1.2M
Prudential Financial Inc. 0.00% Reduce -1.2% 53,495 $1.2M
Goldman Sachs Group Inc. 0.00% Reduce -28.3% 44,810 $1.0M
Sippican Capital Advisors 0.70% Add +12.0% 42,755 $963K
Nuveen, LLC 0.00% Reduce -11.4% 41,681 $939K
Barclays PLC 0.00% Add +13.3% 38,691 $872K
Hoge Financial Services, LLC 0.50% Add +0.7% 35,455 $799K
Charles Schwab Investment Management Inc. 0.00% Add +5.2% 33,834 $762K
Cerity Partners LLC 0.00% Add +0.7% 31,779 $716K
J.W. Cole Advisors, Inc. 0.01% No change 30,909 $696K
McKinley Carter Wealth Services, Inc. 0.04% No change 29,876 $673K
First Manhattan Co. Llc. 0.00% No change 28,500 $642K
T. Rowe Price Associates Inc. 0.00% Reduce -16.5% 27,533 $621K
Bank of America Corp. 0.00% Reduce -0.4% 27,563 $621K
Jane Street Group, LLC 0.00% Add +104.5% 27,111 $611K
HSBC Holdings PLC 0.00% Reduce -20.2% 19,358 $438K
Acadian Asset Management LLC 0.00% Reduce -5.9% 18,582 $417K
Susquehanna International Group, LLP 0.00% Reduce -0.5% 18,043 $407K
Rhumbline Advisers 0.00% Add +2.0% 17,765 $400K
Cresset Asset Management, LLC 0.00% Reduce -0.2% 17,569 $396K
First National Trust Co 0.01% No change 16,101 $363K
AQR Capital Management 0.00% New 15,740 $355K
Empowered Funds, LLC 0.00% Add +8.6% 15,366 $346K
Citadel Advisors 0.00% Reduce -23.1% 14,824 $334K
Invesco Ltd. 0.00% Reduce -11.3% 13,686 $308K
Quantinno Capital Management LP 0.00% New 12,675 $286K
Trexquant Investment LP 0.00% New 12,508 $282K
D. E. Shaw & Co. 0.00% Reduce -8.0% 11,570 $261K
Natixis Advisors, LLC 0.00% Reduce -6.5% 10,827 $244K
PNC Financial Services Group, Inc. 0.00% Add +2.3% 10,234 $231K
Wells Fargo & Company 0.00% Add +1.1% 9,365 $211K
State of Wisconsin Investment Board 0.00% New 9,000 $203K
Royal Bank of Canada 0.00% Reduce -26.0% 8,674 $196K
STRS Ohio 0.00% Add +7.9% 8,200 $185K
Canton Hathaway, LLC 0.03% No change 7,574 $171K
Osaic Holdings, Inc. 0.00% Add +0.5% 6,765 $152K
MetLife Investment Management, LLC 0.00% No change 6,576 $148K
Deutsche Bank AG 0.00% Reduce -38.4% 6,468 $146K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.4% 6,308 $142K
JPMorgan Chase & Co. 0.00% Reduce -41.7% 5,593 $126K
UBS Group AG 0.00% Reduce -3.1% 4,881 $110K
New York State Common Retirement Fund 0.00% No change 4,796 $108K
Citigroup Inc. 0.00% Reduce -51.4% 3,867 $87K
BNP Paribas Financial Markets 0.00% Reduce -63.6% 3,350 $75K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,066 $69K
Tower Research Capital LLC (TRC) 0.00% Add +200.6% 1,870 $42K
Public Employees Retirement System of Ohio 0.00% No change 1,659 $37K
Raymond James Financial Inc. 0.00% New 1,412 $32K
Cwm, LLC 0.00% Add +75.8% 1,208 $27K
Ameritas Investment Partners, Inc. 0.00% No change 1,120 $25K
Legal & General Group Plc 0.00% Add +10.5% 1,042 $23K
Elevation Point Wealth Partners, LLC 0.00% New 1,000 $23K
CANADA LIFE ASSURANCE Co 0.00% Add +18.8% 911 $21K
GAMMA Investing LLC 0.00% Add +144.3% 750 $17K
Allworth Financial LP 0.00% New 596 $13K
Fifth Third Bancorp 0.00% No change 550 $12K
Versant Capital Management, Inc 0.00% New 494 $11K
Nisa Investment Advisors, LLC 0.00% Add +5412.5% 441 $10K
City Holding Co. 0.00% No change 380 $9K
Amalgamated Bank 0.00% No change 355 $8K
Arax Advisory Partners 0.00% Add +67.9% 329 $7K
Sterling Capital Management LLC 0.00% Add +63.6% 324 $7K
First Horizon Advisors, Inc. 0.00% No change 300 $7K
Jones Financial Companies LLLP 0.00% New 150 $3K
Parallel Advisors, LLC 0.00% New 139 $3K
IFP Advisors, Inc 0.00% Add +2700.0% 28 $1K
Fortitude Family Office, LLC 0.00% Reduce -16.9% 49 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -47.7% 45 $1K
Russell Investments Group, Ltd. 0.00% No change 41 $924
Essential Partners LLC 0.00% — 24 $541
Clearstead Advisors, LLC 0.00% New 23 $519
FMR LLC 0.00% Reduce -97.2% 13 $293
True Wealth Design, LLC 0.00% Reduce -83.3% 4 $91
SBI Securities Co., Ltd. 0.00% Reduce -50.0% 1 $23
Covestor Ltd 0.00% Reduce -55.6% 16 $0

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