MVB Financial Ownership | Who Owns MVB Financial?

Overview Forecast RevenueFinancials Chart

MVB Financial Ownership Summary

MVB Financial is owned by 9.37% institutional investors, 10.57% insiders, and 80.06% retail investors. Wellington management group llp is the largest institutional shareholder, holding 13.80% 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	9.37%	10.57%	80.06%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.54%	12.70%	55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	1.78M	13.80%	$44.67M
Blackrock funding, inc. /de	953.04K	7.55%	$24.62M
Blackrock	855.67K	6.68%	$15.95M
Vanguard group	634.41K	5.03%	$16.39M
Dimensional fund advisors lp	486.96K	3.86%	$12.58M
Geode capital management	265.99K	2.11%	$6.87M
State street	240.10K	1.86%	$6.02M
Endeavour capital advisors	188.02K	1.49%	$4.86M
Ameriprise financial	188.18K	1.46%	$4.72B
American century companies	116.89K	0.91%	$2.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	188.02K	1.35%	$4.86M
Ategra capital management	54.85K	0.81%	$1.37M
Sippican capital advisors	41.35K	0.69%	$1.07M
Hoge financial services	33.28K	0.46%	$859.65K
Banc funds	35.04K	0.18%	$905.19K
Inspire investing	47.30K	0.11%	$979.15K
Bridgeway capital management	110.93K	0.06%	$2.78M
Mckinley carter wealth services	29.88K	0.04%	$771.78K
Canton hathaway	7.57K	0.04%	$195.64K
Pure financial advisors	84.82K	0.04%	$2.19M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	1.78M	0.01%	643.55K
Ameriprise financial	188.18K	0.00%	188.18K
Diamond hill capital management	64.45K	0.01%	64.45K
Ategra capital management	54.85K	0.81%	54.85K
Acadian asset management	78.50K	0.00%	27.33K

Top Sellers

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

New Positions

Holder	Shares	% Assets	Change	Value
Ameriprise financial	188.18K	0.00%	188.18K	$4.72B
Diamond hill capital management	64.45K	0.01%	64.45K	$1.66M
Ategra capital management	54.85K	0.81%	54.85K	$1.37M
Emerald mutual fund advisers trust	27.29K	0.03%	27.29K	$704.98K
Renaissance	21.30K	0.00%	21.30K	$550.18K

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 %
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%
Dec 31, 2024	86	-	6,284,691	-1.19%	48	2.01%	47	17.50%	13	-31.58%

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	2.80%	-
Empower Small Cap Growth/TimesSquare SP	300.00K	2.31%	-36.48K
iShares Russell 2000 ETF	286.71K	2.25%	69.38K
Small Cap Growth / TimesSquare Fund SP	245.00K	1.93%	-55.00K
Columbia Small Cap Value Discv A	172.59K	1.36%	172.59K
Columbia Small Cap Value Discovery Fund	170.89K	1.34%	38.53K
AST Small-Cap Equity Portfolio	132.06K	1.04%	-21.00K
Vanguard Institutional Extnd Mkt Idx Tr	125.17K	0.98%	-
Fidelity Small Cap Index	115.45K	0.91%	-137.00

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 9.37%, followed by 10.57% insiders and 80.06% retail investors. The average institutional ownership in MVB Financial's industry, Regional Banks Stocks, is 31.54%, which MVB Financial falls below.

Who owns the most shares of MVB Financial?

MVB Financial’s largest shareholders are Wellington management group llp (1.78M shares, 13.80%), Blackrock funding, inc. /de (953.04K shares, 7.55%), and Blackrock (855.68K shares, 6.68%). Together, they hold 28.04% 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 1.35% of its assets in 188.02K MVB Financial shares, valued at 4.86M$.

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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