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 6.04% 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	86.48%	14.02%	-0.50%
Industry	Regional Banks Stocks	51.80%	12.03%	36.18%

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
Morgan stanley	2.45M	1.77%	$42.18M

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	0.63%	$1.73M
Silvercrest asset management group	3.52M	0.42%	$60.66M
Mason & associates	66.04K	0.33%	$1.41M
Chartwell investment partners	446.23K	0.27%	$7.69M
Lazari capital management	24.38K	0.21%	$521.89K
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
Corebridge financial	76.86K	0.01%	76.86K	$1.33M
Mirae asset global etfs	68.33K	0.00%	68.33K	$1.18M

Sold Out

Holder	Change
Financial gravity asset management	-3.00
Tfo-tdc	-8.00
Mendota financial group	-9.00
Abound wealth management	-16.00
Advisornet financial	-60.00

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	8.43M	6.04%	-
Vanguard Total Stock Mkt Idx Inv	4.13M	2.95%	4.87K
American Funds SMALLCAP World A	3.81M	2.73%	3.81M
iShares Russell 2000 ETF	3.64M	2.61%	-
Schwab US Dividend Equity ETF™	3.39M	2.43%	2.42K
Vanguard Small Cap Index	3.38M	2.42%	34.97K
American Century Small Cap Value Inv	2.87M	2.05%	-1.38M
American Century U.S. Small Cap Value	2.87M	2.05%	-1.38M
Vanguard Small Cap Value Index Inv	2.24M	1.61%	-22.67K
FullerThaler Behavioral Small-Cap Value	2.12M	1.52%	284.72K

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
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	1
2024 Q2	3	-
2024 Q1	3	-

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 51.80%, 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 6.04% of its total shares outstanding invested in 8.43M CVB Financial shares.

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