CVB Financial Ownership | Who Owns CVB Financial?

Overview Forecast RevenueFinancials Chart Transcripts

CVB Financial Ownership Summary

CVB Financial is owned by 73.73% institutional investors, 5.95% insiders, and 20.32% retail investors. Blackrock is the largest institutional shareholder, holding 14.57% of CVBF shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.02% of its assets in CVB Financial shares.

CVBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CVB Financial	73.73%	5.95%	20.32%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	20.16M	14.57%	$347.63M
Vanguard group	15.42M	11.14%	$265.83M
State street	7.10M	5.13%	$122.44M
American century companies	5.81M	4.20%	$100.22M
Dimensional fund advisors lp	5.65M	4.08%	$97.40M
Charles schwab investment management	4.77M	3.45%	$82.24M
Silvercrest asset management group	3.52M	2.54%	$60.66M
Geode capital management	3.15M	2.27%	$54.30M
Parallel advisors	2.95M	2.13%	$50.82M
Principal financial group	2.92M	2.11%	$50.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Citizens business bank	370.58K	2.61%	$12.33M
Cliffwater	412.25K	1.52%	$7.11M
Holdco asset management, lp	12.97K	1.37%	$223.55K
Parallel advisors	2.95M	1.30%	$50.82M
Seaside wealth management	80.89K	0.58%	$1.39M
Silvercrest asset management group	3.52M	0.42%	$60.66M
Mason & associates	87.43K	0.40%	$1.51M
Chartwell investment partners	446.23K	0.27%	$7.69M
Woodward diversified capital	19.41K	0.20%	$334.71K
Inspire advisors	85.48K	0.20%	$1.47M

Top Buyers

Holder	Shares	% Assets	Change
Fuller & thaler asset management	1.71M	0.13%	1.71M
Norges bank	1.09M	0.00%	1.09M
Dimensional fund advisors lp	5.65M	0.03%	816.18K
Silvercrest asset management group	3.52M	0.42%	271.87K
Voya investment management	314.39K	0.01%	270.00K

Top Sellers

Holder	Shares	% Assets	Change
Morgan stanley	2.45M	0.00%	-996.97K
Schroder investment management group	-	-	-848.54K
Apg asset management	-	-	-419.90K
Goldman sachs group	1.92M	0.01%	-397.84K
Nuveen asset management	995.80K	0.01%	-289.66K

New Positions

Holder	Shares	% Assets	Change	Value
Fuller & thaler asset management	1.71M	0.13%	1.71M	$29.41M
Norges bank	1.09M	0.00%	1.09M	$18.80M
Inspire advisors	85.48K	0.20%	85.48K	$1.47M
Seaside wealth management	80.89K	0.58%	80.89K	$1.39M
Corebridge financial	76.86K	0.01%	76.86K	$1.33M

Sold Out

Holder	Change
Financial gravity asset management	-3.00
Tfo-tdc	-8.00
Abound wealth management	-16.00
Spire wealth management	-29.00
Valley national advisers	-75.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	220	-3.08%	102,058,423	1.64%	73	1.40%	97	-	87	-
Mar 31, 2024	227	1.79%	100,412,760	-2.70%	72	1.30%	97	-13.39%	87	14.47%
Dec 31, 2023	223	2.29%	103,193,961	0.39%	74	1.35%	112	20.43%	76	-6.17%
Sep 30, 2023	218	0.46%	102,794,752	-2.26%	74	1.29%	93	-16.22%	81	8.00%
Jun 30, 2023	217	-9.96%	105,167,881	-0.16%	76	1.32%	111	-17.16%	75	-2.60%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	8.40M	6.02%	7.87K
American Century U.S. Small Cap Value	4.25M	3.04%	-5.00K
American Century Small Cap Value Inv	4.25M	3.04%	-5.00K
Vanguard Total Stock Mkt Idx Inv	4.14M	2.96%	-19.15K
iShares Russell 2000 ETF	3.40M	2.44%	-7.66K
Vanguard Small Cap Index	3.32M	2.38%	6.50K
Schwab US Dividend Equity ETF™	3.28M	2.35%	2.92K
Vanguard Small Cap Value Index Inv	2.25M	1.61%	-776.00
Vanguard Institutional Extnd Mkt Idx Tr	1.96M	1.40%	-101.22K
FullerThaler Behavioral Small-Cap Value	1.83M	1.31%	-400.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 02, 2024	Sheehy Kimberly H.	-	Sell	$50.76K
Jun 14, 2024	Borba George A Jr	-	Buy	$546.84K
Jun 17, 2024	Borba George A Jr	-	Buy	$73.76K
Apr 30, 2024	Farnsworth David F	EVP & CCO	Buy	$18.05K
Feb 06, 2024	Borba George A Jr	-	Buy	$1000.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	3	-
2024 Q1	3	-
2023 Q4	2	-
2023 Q3	3	-
2023 Q2	2	-

CVBF Ownership FAQ

Who Owns CVB Financial?

CVB Financial shareholders are primarily institutional investors at 73.73%, followed by 5.95% insiders and 20.32% retail investors. The average institutional ownership in CVB Financial's industry, Regional Banks Stocks, is 49.57%, which CVB Financial exceeds.

Who owns the most shares of CVB Financial?

CVB Financial’s largest shareholders are Blackrock (20.16M shares, 14.57%), Vanguard group (15.42M shares, 11.14%), and State street (7.1M shares, 5.13%). Together, they hold 30.84% of CVB Financial’s total shares outstanding.

Does Blackrock own CVB Financial?

Yes, BlackRock owns 14.57% of CVB Financial, totaling 20.16M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 347.63M$. In the last quarter, BlackRock decreased its holdings by -177K shares, a -0.87% change.

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

Citizens business bank is CVB Financial’s biggest shareholder by percentage of total assets invested, with 2.61% of its assets in 370.58K CVB Financial shares, valued at 12.33M$.

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of CVB Financial shares, with 6.02% of its total shares outstanding invested in 8.4M CVB Financial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools