MVB Financial Ownership | Who Owns MVB Financial?
MVB Financial Ownership Summary
MVB Financial is owned by 55.58% institutional investors, 10.36% insiders, and 34.06% retail investors. Wellington management group llp is the largest institutional shareholder, holding 13.83% of MVBF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.89% of its assets in MVB Financial shares.
MVBF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MVB Financial | 55.58% | 10.36% | 34.06% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Regional Banks Stocks | 38.28% | 12.80% | 48.93% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 1.77M | 13.83% | $43.85M |
| Blackrock funding, inc. /de | 939.04K | 7.35% | $23.32M |
| Blackrock | 855.67K | 6.68% | $15.95M |
| Vanguard group | 634.41K | 5.03% | $16.39M |
| Dimensional fund advisors lp | 506.61K | 3.97% | $12.58M |
| Geode capital management | 269.91K | 2.11% | $6.70M |
| Ameriprise financial | 246.76K | 1.93% | $6.13M |
| State street | 242.22K | 1.90% | $6.01M |
| Endeavour capital advisors | 187.92K | 1.47% | $4.67M |
| Kennedy capital management | 124.36K | 0.97% | $3.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 187.92K | 1.06% | $4.67M |
| Ategra capital management | 71.13K | 0.88% | $1.77M |
| Sippican capital advisors | 39.92K | 0.71% | $1.16M |
| Banc funds | 91.24K | 0.42% | $2.27M |
| Hoge financial services | 23.62K | 0.31% | $586.54K |
| Basswood capital management | 117.12K | 0.14% | $2.91M |
| Inspire investing | 47.30K | 0.11% | $979.15K |
| Kennedy capital management | 124.36K | 0.07% | $3.09M |
| Bridgeway capital management | 115.67K | 0.06% | $2.87M |
| Canton hathaway | 7.57K | 0.04% | $188.06K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | 117.12K | 0.14% | 117.12K |
| Vanguard fiduciary trust | 77.86K | 0.00% | 77.86K |
| Hotchkis & wiley capital management | 59.37K | 0.00% | 59.37K |
| Banc funds | 91.24K | 0.42% | 56.20K |
| Squarepoint ops | 52.82K | 0.00% | 52.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Timessquare capital management | - | - | -594.55K |
| Banco santander | - | - | -365.11K |
| Fourthstone | - | - | -272.28K |
| Aa financial advisors | - | - | -75.00K |
| Kestra advisory services | - | - | -75.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Basswood capital management | 117.12K | 0.14% | 117.12K | $2.91M |
| Vanguard fiduciary trust | 77.86K | 0.00% | 77.86K | $1.93M |
| Hotchkis & wiley capital management | 59.37K | 0.00% | 59.37K | $1.47M |
| Squarepoint ops | 52.82K | 0.00% | 52.82K | $1.31M |
| Qube research | 33.74K | 0.00% | 33.74K | $837.76K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Clearstead advisors | -23.00 |
| Smartleaf asset management | -25.00 |
| Covestor | -36.00 |
| Fortitude family office | -49.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 108 | 1.89% | 7,100,625 | 2.18% | 55 | 1.88% | 49 | 2.08% | 30 | -3.23% |
| Dec 31, 2025 | 30 | -68.75% | 1,182,445 | -83.11% | 9 | 0.32% | 14 | -68.89% | 6 | -75.00% |
| Sep 30, 2025 | 34 | -62.64% | 1,276,545 | -81.06% | 9 | 0.36% | 12 | -69.23% | 7 | -78.79% |
| Jun 30, 2025 | 91 | 1.11% | 6,740,442 | -3.19% | 52 | 1.81% | 38 | 2.70% | 33 | 17.86% |
| Mar 31, 2025 | 89 | -1.11% | 6,954,807 | 0.72% | 53 | 1.88% | 36 | -26.53% | 28 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 371.93K | 2.89% | 16.00K |
| Vanguard US Total Market Shares ETF | 364.89K | 2.82% | - |
| iShares Russell 2000 ETF | 326.89K | 2.54% | 1.95K |
| Empower Small Cap Growth/TimesSquare SP | 300.00K | 2.31% | -36.48K |
| Small Cap Growth / TimesSquare Fund SP | 245.00K | 1.93% | -55.00K |
| Columbia Small Cap Value Discv A | 182.89K | 1.42% | 4.10K |
| Columbia Small Cap Value Discovery Fund | 178.79K | 1.39% | 7.90K |
| Vanguard Institutional Extnd Mkt Idx Tr | 134.59K | 1.05% | - |
| AST Small-Cap Equity Portfolio | 132.06K | 1.04% | -21.00K |
| iShares Russell 2000 Value ETF | 123.91K | 0.96% | -855.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 12, 2026 | Famularo Adam Francis | - | Buy | - |
| Dec 05, 2025 | Cordella Richard James JR | - | Buy | $13.85K |
| Nov 03, 2025 | Sumbs Michael Robert | Chief Financial Officer | Buy | $52.00K |
| May 12, 2025 | Rodriguez Joseph Ryan | Chief Risk Officer | Buy | $21.60K |
| May 12, 2025 | Rodriguez Joseph Ryan | Chief Risk Officer | Buy | $21.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 2 | - |
| 2025 Q3 | - | - |
MVBF Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools