CVB Financial Ownership | Who Owns CVB Financial?
CVB Financial Ownership Summary
CVB Financial is owned by 76.28% institutional investors, 6.28% insiders, and 17.44% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.84% of CVBF shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.82% of its assets in CVB Financial shares.
CVBF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CVB Financial | 76.28% | 6.28% | 17.44% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 20.58M | 14.84% | $440.58M |
| Blackrock | 20.16M | 14.57% | $347.63M |
| Vanguard group | 15.37M | 11.09% | $329.17M |
| State street | 7.44M | 5.37% | $160.75M |
| Dimensional fund advisors lp | 6.36M | 4.59% | $136.12M |
| Charles schwab investment management | 5.16M | 3.72% | $110.40M |
| Capital research global investors | 4.41M | 3.18% | $94.38M |
| American century companies | 4.34M | 3.13% | $92.86M |
| Silvercrest asset management group | 3.58M | 2.58% | $76.60M |
| Geode capital management | 3.15M | 2.27% | $67.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Citizens business bank | 370.58K | 2.86% | $15.31M |
| Cliffwater | 412.25K | 2.16% | $8.83M |
| Roubaix capital | 162.06K | 1.66% | $3.47M |
| Parallel advisors | 2.95M | 1.42% | $63.11M |
| Holdco asset management, lp | 12.97K | 1.37% | $223.55K |
| Seaside wealth management | 80.89K | 0.63% | $1.73M |
| Silvercrest asset management group | 3.58M | 0.51% | $76.60M |
| Mason & associates | 66.04K | 0.33% | $1.41M |
| Chartwell investment partners | 446.23K | 0.27% | $7.69M |
| Inspire advisors | 100.55K | 0.26% | $2.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 4.41M | 0.02% | 4.41M |
| Massachusetts financial services co /ma/ | 1.45M | 0.01% | 1.45M |
| Norges bank | 1.29M | 0.00% | 1.29M |
| Victory capital management | 1.49M | 0.03% | 1.01M |
| Blackrock funding, inc. /de | 20.58M | 0.01% | 578.85K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 4.34M | 0.05% | -1.59M |
| Morgan stanley | 2.45M | 0.00% | -996.97K |
| Schroder investment management group | - | - | -848.54K |
| Balyasny asset management | - | - | -816.57K |
| Apg asset management | - | - | -419.90K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Capital research global investors | 4.41M | 0.02% | 4.41M | $94.38M |
| Massachusetts financial services co /ma/ | 1.45M | 0.01% | 1.45M | $31.06M |
| Norges bank | 1.29M | 0.00% | 1.29M | $27.72M |
| Raymond james financial | 442.88K | 0.00% | 442.88K | $9.48M |
| Boothbay fund management | 271.79K | 0.14% | 271.79K | $5.82M |
Sold Out
| Holder | Change |
|---|---|
| Quest partners | -1.00 |
| Financial gravity asset management | -3.00 |
| Claris advisors, llc / mo / | -8.00 |
| Tfo-tdc | -8.00 |
| Mendota financial group | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 230 | -0.43% | 105,764,054 | 6.35% | 76 | 1.48% | 120 | 14.29% | 69 | -14.81% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8.12M | 5.82% | 4.98K |
| Vanguard Total Stock Mkt Idx Inv | 4.17M | 2.99% | 3.31K |
| Vanguard US Total Market Shares ETF | 4.16M | 2.99% | 3.79K |
| American Funds SMALLCAP World A | 3.81M | 2.73% | 3.81M |
| Schwab US Dividend Equity ETF™ | 3.63M | 2.60% | 2.84K |
| iShares Russell 2000 ETF | 3.45M | 2.47% | -29.92K |
| Vanguard Small Cap Index | 3.39M | 2.43% | 2.78K |
| 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 | 2.23M | 1.60% | -7.84K |
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
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