MVB Financial Ownership | Who Owns MVB Financial?

Overview Forecast RevenueFinancials Chart

MVB Financial Ownership Summary

MVB Financial is owned by 59.12% institutional investors, 10.42% insiders, and 30.46% retail investors. Wellington management group llp is the largest institutional shareholder, holding 13.78% 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	59.12%	10.42%	30.46%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	56.79%	12.57%	30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	1.76M	13.78%	$51.16M
Blackrock funding, inc. /de	1.04M	8.12%	$30.15M
Blackrock	855.67K	6.68%	$15.95M
Vanguard group	634.41K	5.03%	$16.39M
Dimensional fund advisors lp	533.01K	4.17%	$15.46M
Vanguard capital management	517.57K	4.04%	$15.01M
Geode capital management	311.40K	2.43%	$9.04M
Ameriprise financial	276.86K	2.16%	$8.03M
Basswood capital management	257.73K	2.01%	$7.48M
State street	243.88K	1.91%	$7.08M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	182.72K	1.09%	$5.30M
Sippican capital advisors	39.92K	0.71%	$1.16M
Banc funds	116.01K	0.56%	$3.37M
Hoge financial services	23.76K	0.33%	$689.40K
Basswood capital management	257.73K	0.30%	$7.48M
Inspire investing	47.30K	0.11%	$979.15K
Kennedy capital management	122.45K	0.06%	$3.55M
Cm wealth advisors	11.52K	0.06%	$334.08K
Bridgeway capital management	98.34K	0.05%	$2.85M
Canton hathaway	7.57K	0.04%	$219.72K

Top Buyers

Holder	Shares	% Assets	Change
Basswood capital management	257.73K	0.30%	140.62K
Blackrock funding, inc. /de	1.04M	0.00%	100.33K
Kestra advisory services	75.00K	0.01%	75.00K
Geode capital management	311.40K	0.00%	41.49K
Sixth street partners management company	33.52K	0.00%	33.52K

Top Sellers

Holder	Shares	% Assets	Change
Timessquare capital management	-	-	-594.55K
Banco santander	-	-	-365.11K
Fourthstone	-	-	-272.28K
Aa financial advisors	-	-	-75.00K
Ategra capital management	-	-	-71.13K

New Positions

Holder	Shares	% Assets	Change	Value
Kestra advisory services	75.00K	0.01%	75.00K	$2.18M
Sixth street partners management company	33.52K	0.00%	33.52K	$972.41K
Cm wealth advisors	11.52K	0.06%	11.52K	$334.08K
Xtx topco	8.16K	0.00%	8.16K	$236.66K
Resources investment advisors, llc.	8.13K	0.00%	8.13K	$235.97K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Mai capital management	-10.00
Root financial partners	-12.00
Clearstead advisors	-23.00
Smartleaf asset management	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	109	-3.54%	7,564,871	6.29%	59	1.91%	60	17.65%	22	-31.25%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	371.93K	2.89%	16.00K
Vanguard Morn Total Stk Mkt Idx Investor	371.93K	2.87%	16.00K
Vanguard MStar Total Stk Mkt Idx Invest	371.93K	2.87%	-
Vanguard US Total Market Shares ETF	364.89K	2.82%	-
iShares Russell 2000 ETF	317.86K	2.46%	-5.66K
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	190.59K	1.47%	6.30K
Columbia Small Cap Value Discovery Fund	184.29K	1.43%	5.50K
Vanguard Institutional Extnd Mkt Idx Tr	134.59K	1.04%	-

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

Who Owns MVB Financial?

MVB Financial shareholders are primarily institutional investors at 59.12%, followed by 10.42% insiders and 30.46% retail investors. The average institutional ownership in MVB Financial's industry, Regional Banks Stocks, is 56.79%, which MVB Financial exceeds.

Who owns the most shares of MVB Financial?

MVB Financial’s largest shareholders are Wellington management group llp (1.76M shares, 13.78%), Blackrock funding, inc. /de (1.04M shares, 8.12%), and Blackrock (855.68K shares, 6.68%). Together, they hold 28.58% 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 1.09% of its assets in 182.72K MVB Financial shares, valued at 5.3M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of MVB Financial shares, with 2.89% of its total shares outstanding invested in 371.92K MVB Financial shares.

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