MVB Financial Ownership | Who Owns MVB Financial?

Overview Forecast RevenueFinancials Chart

MVB Financial Ownership Summary

MVB Financial is owned by 9.89% institutional investors, 12.81% insiders, and 77.30% 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	9.89%	12.81%	77.30%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

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	1.03M	7.95%	$25.73M
Blackrock	855.67K	6.68%	$15.95M
Vanguard group	632.38K	4.90%	$15.85M
Dimensional fund advisors lp	469.71K	3.64%	$11.77M
Banco santander	365.11K	2.83%	$9.15M
Geode capital management	272.71K	2.11%	$6.84M
Fourthstone	272.28K	2.11%	$6.82M
State street	240.10K	1.86%	$6.02M
Ameriprise financial	188.18K	1.46%	$4.72B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	188.02K	1.43%	$4.71M
Fourthstone	272.28K	1.22%	$6.82M
Ategra capital management	54.85K	0.81%	$1.37M
Sippican capital advisors	42.70K	0.71%	$1.07M
Hoge financial services	33.12K	0.48%	$829.89K
Banc funds	35.04K	0.15%	$878.20K
Inspire investing	47.30K	0.11%	$979.15K
Banco santander	365.11K	0.08%	$9.15M
Bridgeway capital management	110.93K	0.06%	$2.78M
Mckinley carter wealth services	29.88K	0.04%	$748.72K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	1.78M	0.01%	643.55K
Ameriprise financial	188.18K	0.00%	188.18K
Ategra capital management	54.85K	0.81%	54.85K
Acadian asset management	51.17K	0.00%	32.59K
Dimensional fund advisors lp	469.71K	0.00%	22.10K

Top Sellers

Holder	Shares	% Assets	Change
Timessquare capital management	-	-	-594.55K
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
Ameriprise financial	188.18K	0.00%	188.18K	$4.72B
Ategra capital management	54.85K	0.81%	54.85K	$1.37M
Huntington national bank	5.49K	0.00%	5.49K	$137.58K
Wealthspire advisors	3.19K	0.00%	3.19K	$79.96K
Great west life assurance co /can/	672.00	-	672.00	$14.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Smartleaf asset management	-25.00
Covestor	-36.00
Ronald blue trust	-82.00
Comerica bank	-151.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	86	8.86%	6,360,349	-0.52%	49	2.00%	40	-4.76%	19	-5.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	364.89K	2.82%	-
Vanguard Total Stock Mkt Idx Inv	357.02K	2.81%	-7.87K
iShares Russell 2000 ETF	294.19K	2.31%	-
Empower Small Cap Growth/TimesSquare SP	300.00K	2.31%	-36.48K
Small Cap Growth / TimesSquare Fund SP	245.00K	1.93%	-55.00K
AST Small-Cap Equity Portfolio	132.06K	1.04%	-21.00K
Vanguard Institutional Extnd Mkt Idx Tr	124.18K	0.98%	-56.58K
Fidelity Small Cap Index	116.04K	0.91%	-1.19K
iShares Russell 2000 Value ETF	99.36K	0.78%	-
Avantis US Small Cap Value ETF	93.88K	0.74%	-

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 9.89%, followed by 12.81% insiders and 77.30% retail investors. The average institutional ownership in MVB Financial's industry, Regional Banks Stocks, is 38.26%, 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 (1.03M shares, 7.95%), and Blackrock (855.68K shares, 6.68%). Together, they hold 28.44% 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 1.43% of its assets in 188.02K MVB Financial shares, valued at 4.71M$.

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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