CVB Financial Ownership | Who Owns CVB Financial?

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CVB Financial Ownership Summary

CVB Financial is owned by 71.73% institutional investors, 5.95% insiders, and 22.32% 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 6.07% of its assets in CVB Financial shares.

CVBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CVB Financial	71.73%	5.95%	22.32%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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 %
Sep 30, 2024	231	3.59%	99,452,914	-2.59%	71	1.32%	105	6.06%	81	-6.90%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	8.48M	6.07%	-
American Century Small Cap Value Inv	4.25M	3.04%	-5.00K
American Century U.S. Small Cap Value	4.25M	3.04%	-5.00K
Vanguard Total Stock Mkt Idx Inv	4.14M	2.96%	-19.15K
iShares Russell 2000 ETF	3.67M	2.63%	-
Schwab US Dividend Equity ETF™	3.36M	2.41%	4.09K
Vanguard Small Cap Index	3.32M	2.38%	6.50K
Vanguard Small Cap Value Index Inv	2.25M	1.61%	-776.00
Vanguard Institutional Extnd Mkt Idx Tr	1.95M	1.40%	-6.52K
FullerThaler Behavioral Small-Cap Value	1.83M	1.31%	-400.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 26, 2024	Del Guercio Stephen A	-	Sell	$197.28K
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

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	1
2024 Q2	3	-
2024 Q1	3	-
2023 Q4	2	-

CVBF Ownership FAQ

Who Owns CVB Financial?

CVB Financial shareholders are primarily institutional investors at 71.73%, followed by 5.95% insiders and 22.32% retail investors. The average institutional ownership in CVB Financial's industry, Regional Banks Stocks, is 51.67%, 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 6.07% of its total shares outstanding invested in 8.48M CVB Financial shares.

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