BV Financial Ownership | Who Owns BV Financial?

BV Financial Ownership Summary

BV Financial is owned by 39.59% institutional investors, 25.10% insiders, and 35.30% retail investors. Alliancebernstein is the largest institutional shareholder, holding 9.91% of BVFL shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.44% of its assets in BV Financial shares.

BVFL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	BV Financial	39.59%	25.10%	35.30%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Regional Banks Stocks	54.14%	12.57%	33.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alliancebernstein	835.16K	9.91%	$15.15M
Blackrock funding, inc. /de	567.35K	6.73%	$10.86M
Vanguard group	468.40K	5.56%	$8.50M
Blackbarn capital partners lp	291.44K	2.96%	$4.70M
Geode capital management	165.51K	1.96%	$3.17M
Gendell jeffrey l	141.26K	1.68%	$2.70M
Oppenheimer & close	134.53K	1.60%	$2.57M
Dimensional fund advisors lp	120.93K	1.43%	$2.31M
Arrowstreet capital, limited partnership	115.25K	1.37%	$2.21M
State street	106.04K	1.26%	$2.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oppenheimer & close	134.53K	1.62%	$2.57M
Stilwell value	90.00K	1.03%	$1.72M
Saber capital managment	31.57K	0.45%	$604.17K
Blackbarn capital partners lp	291.44K	0.34%	$4.70M
Covestor	4.82K	0.06%	$92.00K
Gendell jeffrey l	141.26K	0.04%	$2.70M
Courier capital	20.91K	0.02%	$400.27K
Bridgeway capital management	23.57K	0.01%	$451.15K
Alliancebernstein	835.16K	0.00%	$15.15M
Empowered funds	20.57K	0.00%	$393.73K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	45.48K	0.00%	45.48K
Goldman sachs group	62.75K	0.00%	19.55K
Blackrock funding, inc. /de	567.35K	0.00%	18.72K
Hsbc	37.92K	0.00%	15.38K
Dimensional fund advisors lp	120.93K	0.00%	5.43K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-297.62K
Blackbarn capital partners lp	291.44K	0.34%	-188.56K
Raymond james financial	-	-	-110.07K
Alliancebernstein	835.16K	0.00%	-72.85K
Truffle hound capital	-	-	-60.16K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	45.48K	0.00%	45.48K	$870.51K
Vanguard global advisers	3.76K	-	3.76K	$72.00K
Deutsche bank ag\	3.25K	-	3.25K	$62.24K
Ronald blue trust	1.07K	0.00%	1.07K	$20.48K
Gamma investing	36.00	-	36.00	$689.00

Sold Out

Holder	Change
Root financial partners	-2.00
Mai capital management	-3.00
True wealth design	-3.00
Allworth financial lp	-6.00
Coldstream capital management	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	62	1.64%	3,337,046	-4.00%	39	2.33%	24	-20.00%	25	31.58%
Dec 31, 2025	29	-50.85%	1,617,390	-59.98%	19	1.14%	9	-73.53%	11	-
Sep 30, 2025	26	-46.94%	1,529,955	-67.72%	15	0.67%	11	-69.44%	4	-42.86%
Jun 30, 2025	49	32.43%	4,739,991	4.12%	48	2.32%	36	111.76%	7	-36.36%
Mar 31, 2025	37	-	4,552,228	1.33%	45	2.57%	17	-32.00%	11	57.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Morn Total Stk Mkt Idx Investor	211.12K	2.44%	-64.00K
Vanguard Total Stock Mkt Idx Inv	211.12K	2.44%	-64.00K
iShares Russell 2000 ETF	173.93K	2.04%	-3.07K
Vanguard Institutional Extnd Mkt Idx Tr	86.70K	1.00%	-
BSF Systematic US Eq Abs Ret A2 USD	84.56K	0.98%	693.00
iShares Russell 2000 Value ETF	70.47K	0.83%	-
Fidelity Small Cap Index	70.34K	0.81%	-97.00
Russell 2000 Equity Index Fund B	46.91K	0.54%	-84.00
Russell 2000 Index Non-Lendable Fund	46.91K	0.54%	-84.00
Vanguard Russell 2000 ETF	38.90K	0.45%	3.84K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 12, 2026	Galli Joseph S	-	Sell	$39.90K
Jun 12, 2026	Galli Joseph S	-	Sell	$1.98K
Jun 11, 2026	Galli Joseph S	-	Sell	$161.14K
Jun 12, 2026	Galli Joseph S	-	Sell	$11.46K
Jun 12, 2026	Galli Joseph S	-	Sell	$595.20

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	80
2026 Q1	-	5
2025 Q4	-	-
2025 Q3	-	9
2025 Q2	-	42

BVFL Ownership FAQ

Who Owns BV Financial?

BV Financial shareholders are primarily institutional investors at 39.59%, followed by 25.10% insiders and 35.31% retail investors. The average institutional ownership in BV Financial's industry, Regional Banks Stocks, is 54.14%, which BV Financial falls below.

Who owns the most shares of BV Financial?

BV Financial’s largest shareholders are Alliancebernstein (835.16K shares, 9.91%), Blackrock funding, inc. /de (567.34K shares, 6.73%), and Vanguard group (468.4K shares, 5.56%). Together, they hold 22.20% of BV Financial’s total shares outstanding.

Does Blackrock own BV Financial?

BlackRock is not among the top 10 institutional shareholders of BV Financial.

Who is BV Financial’s biggest shareholder by percentage of total assets invested?

Oppenheimer & close is BV Financial’s biggest shareholder by percentage of total assets invested, with 1.62% of its assets in 134.53K BV Financial shares, valued at 2.57M$.

Who is the top mutual fund holder of BV Financial shares?

Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund holder of BV Financial shares, with 2.44% of its total shares outstanding invested in 211.12K BV Financial shares.

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