MVB Financial Ownership | Who Owns MVB Financial?

Overview Forecast RevenueFinancials Chart

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 US Total Market Shares ETF is the top mutual fund, with 2.82% 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	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

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	0.68%	$991.16K
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 US Total Market Shares ETF	364.89K	2.82%	-
Vanguard Total Stock Mkt Idx Inv	355.93K	2.77%	-
Empower Small Cap Growth/TimesSquare SP	300.00K	2.31%	-36.48K
iShares Russell 2000 ETF	282.23K	2.20%	2.40K
Small Cap Growth / TimesSquare Fund SP	245.00K	1.93%	-55.00K
Columbia Small Cap Value Discovery Fund	178.79K	1.39%	7.90K
Columbia Small Cap Value Discv A	178.79K	1.39%	-
Vanguard Institutional Extnd Mkt Idx Tr	135.06K	1.05%	-
AST Small-Cap Equity Portfolio	132.06K	1.04%	-21.00K
Fidelity Small Cap Index	108.41K	0.84%	659.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
May 08, 2025	Rodriguez Joseph Ryan	Chief Risk Officer	Buy	$74.25K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	1	-
2025 Q3	-	-
2025 Q2	3	2
2025 Q1	7	-
2024 Q4	-	-

MVBF Ownership FAQ

Who Owns MVB Financial?

MVB Financial shareholders are primarily institutional investors at 55.58%, followed by 10.36% insiders and 34.06% retail investors. The average institutional ownership in MVB Financial's industry, Regional Banks Stocks, is 38.44%, which MVB Financial exceeds.

Who owns the most shares of MVB Financial?

MVB Financial’s largest shareholders are Wellington management group llp (1.77M shares, 13.83%), Blackrock funding, inc. /de (939.04K shares, 7.35%), and Blackrock (855.68K shares, 6.68%). Together, they hold 27.85% of MVB Financial’s total shares outstanding.

Does Blackrock own MVB Financial?

Yes, BlackRock owns 6.68% of MVB Financial, totaling 855.68K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 15.95M$. In the last quarter, BlackRock decreased its holdings by -8.455K shares, a -0.98% change.

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

Endeavour capital advisors is MVB Financial’s biggest shareholder by percentage of total assets invested, with 1.06% of its assets in 187.92K MVB Financial shares, valued at 4.67M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of MVB Financial shares, with 2.82% of its total shares outstanding invested in 364.89K MVB Financial shares.

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