MVB FinancialMVBF

13F holders, Q3 2025 (September 30)
97holders +4
11new positions
7sold out
3famous investors
$25.06avg. 13F price*

At the end of Q3 2025, 97 institutions reported holding MVB Financial Corp. (MVBF) in their 13F filings, up 4 from Q2 2025. 11 opened new positions and 7 sold out. The largest holders were Wellington Management Group LLP ($44.7M), BlackRock, Inc. ($25.7M) and Vanguard Group Inc. ($15.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$6.9M
Exits7$16.0M

All 13F filers, Q2 2025 → Q3 2025: 1,104,890 shares bought and 842,976 shares sold, net +261,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 97 holders

Wellington Management Group LLP 0.01% Add +56.5% 1,782,385 $44.7M
BlackRock, Inc. 0.00% Reduce -2.8% 1,026,916 $25.7M
Vanguard Group Inc. 0.00% Reduce -0.3% 632,375 $15.8M
Dimensional Fund Advisors LP 0.00% Add +4.9% 469,714 $11.8M
Banco Santander, S.A. 0.08% No change 365,107 $9.1M
Geode Capital Management, LLC 0.00% Reduce -1.7% 272,706 $6.8M
Fourthstone LLC 1.22% Add +5.0% 272,282 $6.8M
State Street Corp. 0.00% Add +2.3% 240,104 $6.0M
Ameriprise Financial Inc. 0.00% New 188,179 $4.7M
Endeavour Capital Advisors Inc. 1.43% No change 188,019 $4.7M
American Century Companies Inc. 0.00% Add +7.6% 116,892 $2.9M
Bridgeway Capital Management, LLC 0.06% Add +23.7% 110,934 $2.8M
Northern Trust Corp. 0.00% Reduce -0.2% 93,819 $2.4M
Pure Financial Advisors, LLC 0.03% No change 84,824 $2.1M
Bank of New York Mellon Corp 0.00% Add +2.5% 80,909 $2.0M
Morgan Stanley 0.00% Reduce -16.6% 55,837 $1.4M
Alliancebernstein L.P. 0.00% No change 55,331 $1.4M
Ategra Capital Management, LLC 0.92% New 54,855 $1.4M
Acadian Asset Management LLC 0.00% Add +175.4% 51,172 $1.3M
Sippican Capital Advisors 0.71% Reduce -0.1% 42,705 $1.1M
Nuveen, LLC 0.00% No change 41,681 $1.0M
Goldman Sachs Group Inc. 0.00% Reduce -7.5% 41,433 $1.0M
Barclays PLC 0.00% Reduce -8.9% 35,250 $883K
Banc Funds Co. LLC 0.15% Reduce -44.2% 35,044 $878K
T. Rowe Price Associates Inc. 0.00% Add +27.2% 35,033 $878K
Charles Schwab Investment Management Inc. 0.00% No change 33,834 $848K
Prudential Financial Inc. 0.00% Reduce -37.0% 33,695 $844K
Hoge Financial Services, LLC 0.48% Reduce -6.6% 33,116 $830K
Cerity Partners LLC 0.00% Add +2.3% 32,501 $814K
J.W. Cole Advisors, Inc. 0.01% Reduce -2.8% 30,039 $753K
McKinley Carter Wealth Services, Inc. 0.04% Add +0.0% 29,877 $749K
First Manhattan Co. Llc. 0.00% No change 28,500 $714K
Empowered Funds, LLC 0.01% Add +83.7% 28,234 $708K
AQR Capital Management 0.00% Add +68.0% 26,438 $663K
Quantinno Capital Management LP 0.00% Add +96.5% 24,909 $624K
Trexquant Investment LP 0.01% Add +54.9% 19,376 $486K
D. E. Shaw & Co. 0.00% Add +64.2% 18,997 $476K
Jane Street Group, LLC 0.00% Reduce -30.5% 18,847 $472K
Citadel Advisors 0.00% Add +25.8% 18,643 $467K
Bank of America Corp. 0.00% Reduce -33.1% 18,425 $462K
Cresset Asset Management, LLC 0.00% Add +0.7% 17,693 $443K
Rhumbline Advisers 0.00% Reduce -1.7% 17,467 $438K
First National Trust Co 0.01% Reduce -2.6% 15,683 $393K
Two Sigma Investments, LP 0.00% New 13,030 $327K
Invesco Ltd. 0.00% Reduce -6.6% 12,783 $320K
State of Wisconsin Investment Board 0.00% Add +33.3% 12,000 $301K
JPMorgan Chase & Co. 0.00% Add +105.2% 11,474 $288K
Natixis Advisors, LLC 0.00% No change 10,827 $271K
Wells Fargo & Company 0.00% Add +15.4% 10,807 $271K
PNC Financial Services Group, Inc. 0.00% No change 10,234 $256K
STRS Ohio 0.00% No change 8,200 $205K
Jacobs Levy Equity Management, Inc. 0.00% New 8,076 $202K
Canton Hathaway, LLC 0.04% No change 7,574 $190K
Osaic Holdings, Inc. 0.00% No change 6,765 $165K
MetLife Investment Management, LLC 0.00% No change 6,576 $165K
Deutsche Bank AG 0.00% No change 6,468 $162K
Huntington National Bank 0.00% New 5,490 $138K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.4% 5,402 $135K
UBS Group AG 0.00% Add +9.2% 5,328 $134K
New York State Common Retirement Fund 0.00% No change 4,796 $120K
Royal Bank of Canada 0.00% Reduce -49.8% 4,358 $110K
City Holding Co. 0.01% Add +872.6% 3,696 $93K
BNP Paribas Financial Markets 0.00% Reduce -3.2% 3,243 $81K
Wealthspire Advisors, LLC 0.00% New 3,191 $80K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,066 $77K
Versant Capital Management, Inc 0.01% Add +317.6% 2,063 $52K
Arax Advisory Partners 0.00% Add +524.9% 2,056 $52K
Cwm, LLC 0.00% Add +68.6% 2,037 $51K
Public Employees Retirement System of Ohio 0.00% No change 1,659 $42K
Russell Investments Group, Ltd. 0.00% Add +2673.2% 1,137 $28K
Ameritas Investment Partners, Inc. 0.00% No change 1,120 $28K
Legal & General Group Plc 0.00% No change 1,042 $26K
Citigroup Inc. 0.00% Reduce -73.7% 1,017 $25K
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.1% 910 $23K
GAMMA Investing LLC 0.00% Add +9.1% 818 $20K
Sterling Capital Management LLC 0.00% Add +145.4% 795 $20K
California State Teachers Retirement System 0.00% New 717 $18K
Fifth Third Bancorp 0.00% No change 550 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.8% 528 $13K
Nisa Investment Advisors, LLC 0.00% No change 441 $11K
Advisory Services Network, LLC 0.00% New 361 $9K
Amalgamated Bank 0.00% No change 355 $9K
First Horizon Corp. 0.00% — 300 $8K
Northwestern Mutual Wealth Management Co. 0.00% New 300 $8K
Optiver Holding B.V. 0.00% New 214 $5K
Essential Partners LLC 0.00% Add +620.8% 173 $4K
Jones Financial Companies LLLP 0.00% No change 150 $4K
Parallel Advisors, LLC 0.00% No change 139 $3K
Simplex Trading, LLC 0.00% New 108 $2K
EverSource Wealth Advisors, LLC 0.00% Add +37.8% 62 $2K
Allworth Financial LP 0.00% Reduce -91.1% 53 $1K
Fortitude Family Office, LLC 0.00% No change 49 $1K
IFP Advisors, Inc 0.00% Add +50.0% 42 $1K
Clearstead Advisors, LLC 0.00% No change 23 $577
True Wealth Design, LLC 0.00% Add +450.0% 22 $552
FMR LLC 0.00% Add +61.5% 21 $526
SBI Securities Co., Ltd. 0.00% No change 1 $25

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