MVB Financial Ownership | Who Owns MVB Financial?
MVB Financial Ownership Summary
MVB Financial is owned by 53.71% institutional investors, 12.15% insiders, and 34.14% retail investors. Wellington management group llp is the largest institutional shareholder, holding 8.99% of MVBF shares. Vanguard Total Stock Mkt Idx Inv 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 | 53.71% | 12.15% | 34.14% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 1.16M | 8.99% | $24.05M |
| Blackrock funding, inc. /de | 983.66K | 7.61% | $20.36M |
| Timessquare capital management | 924.05K | 7.15% | $19.13M |
| Blackrock | 855.67K | 6.68% | $15.95M |
| Vanguard group | 657.44K | 5.09% | $13.61M |
| Dimensional fund advisors lp | 388.99K | 3.01% | $8.05M |
| Geode capital management | 264.49K | 2.05% | $5.48M |
| State street | 219.45K | 1.71% | $4.09M |
| Endeavour capital advisors | 188.02K | 1.45% | $3.89M |
| Bridgeway capital management | 150.18K | 1.16% | $3.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 188.02K | 1.24% | $3.89M |
| Hoge financial services | 34.93K | 0.53% | $723.03K |
| Sippican capital advisors | 30.79K | 0.46% | $637.25K |
| Timessquare capital management | 924.05K | 0.28% | $19.13M |
| Banc funds | 109.19K | 0.25% | $2.26M |
| Inspire investing | 47.30K | 0.11% | $979.15K |
| Bridgeway capital management | 150.18K | 0.07% | $3.11M |
| Fourthstone | 16.55K | 0.07% | $342.65K |
| Pure financial advisors | 84.82K | 0.04% | $1.76M |
| Canton hathaway | 7.57K | 0.04% | $157.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Timessquare capital management | 924.05K | 0.28% | 149.46K |
| Blackrock funding, inc. /de | 983.66K | 0.00% | 103.26K |
| Vanguard group | 657.44K | 0.00% | 48.86K |
| Dimensional fund advisors lp | 388.99K | 0.00% | 20.99K |
| Bank of new york mellon | 81.97K | 0.00% | 18.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 1.16M | 0.00% | -110.39K |
| Aa financial advisors | - | - | -75.00K |
| Kestra advisory services | - | - | -75.00K |
| Boston partners | - | - | -37.23K |
| Kennedy capital management | - | - | -37.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hsbc | 17.04K | 0.00% | 17.04K | $348.43K |
| Fourthstone | 16.55K | 0.07% | 16.55K | $342.65K |
| Deutsche bank ag\ | 13.12K | 0.00% | 13.12K | $271.50K |
| Great west life assurance co /can/ | 672.00 | - | 672.00 | $14.00K |
| Smartleaf asset management | 25.00 | 0.00% | 25.00 | $511.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Srs capital advisors | -25.00 |
| Ronald blue trust | -82.00 |
| Comerica bank | -151.00 |
| Capital performance advisors llp | -154.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 89 | -1.11% | 6,954,807 | 0.72% | 53 | 1.88% | 36 | -26.53% | 28 | 100.00% |
| Dec 31, 2024 | 86 | - | 6,284,691 | -1.19% | 48 | 2.01% | 47 | 17.50% | 13 | -31.58% |
| Sep 30, 2024 | 86 | 8.86% | 6,360,349 | -0.52% | 49 | 2.00% | 40 | -4.76% | 19 | -5.00% |
| Jun 30, 2024 | 78 | -1.27% | 6,393,279 | 0.12% | 49 | 2.01% | 41 | 20.59% | 20 | -16.67% |
| Mar 31, 2024 | 79 | 1.28% | 6,385,844 | 3.18% | 49 | 2.11% | 34 | -12.82% | 24 | 41.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 364.89K | 2.82% | - |
| Vanguard US Total Market Shares ETF | 364.89K | 2.82% | - |
| iShares Russell 2000 ETF | 319.10K | 2.46% | 156.00 |
| Empower Small Cap Growth/TimesSquare SP | 300.00K | 2.31% | -36.48K |
| Vanguard Institutional Extnd Mkt Idx Tr | 205.33K | 1.59% | - |
| AST Small-Cap Equity Portfolio | 179.06K | 1.38% | - |
| Fidelity Small Cap Index | 112.49K | 0.87% | - |
| iShares Russell 2000 Value ETF | 104.40K | 0.80% | - |
| Avantis US Small Cap Value ETF | 95.56K | 0.74% | - |
| TimesSquare CIT Small Cap Growth A | 70.00K | 0.54% | -5.53K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 01, 2025 | Greathouse Craig Bradley | Chief Administrative Officer | Sell | $22.47K |
| May 01, 2025 | Mazza Larry F | CEO | Sell | $121.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 3 | 2 |
| 2025 Q1 | 7 | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
MVBF Ownership FAQ
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