Codorus Valley Bancorp Ownership | Who Owns Codorus Valley Bancorp?
Codorus Valley Bancorp Ownership Summary
Codorus Valley Bancorp is owned by 55.07% institutional investors, 4.02% insiders, and 40.91% retail investors. Blackrock is the largest institutional shareholder, holding 5.39% of CVLY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.39% of its assets in Codorus Valley Bancorp shares.
CVLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Codorus Valley Bancorp | 55.07% | 4.02% | 40.91% |
| 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 | 520.38K | 5.39% | $12.51M |
| Dimensional fund advisors lp | 380.75K | 3.95% | $9.15M |
| Virtu financial | 246.11K | 2.55% | $5.92M |
| Alliancebernstein | 174.21K | 1.81% | $4.19M |
| Bridgeway capital management | 147.98K | 1.53% | $3.56M |
| Geode capital management | 95.30K | 0.99% | $2.29M |
| Millennium management | 81.24K | 0.84% | $1.95M |
| State street | 44.43K | 0.46% | $1.07M |
| Goldman sachs group | 35.48K | 0.37% | $852.89K |
| Bank of new york mellon | 29.36K | 0.30% | $705.78K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtu financial | 246.11K | 0.41% | $5.92M |
| Bridgeway capital management | 147.98K | 0.08% | $3.56M |
| Dimensional fund advisors lp | 380.75K | 0.00% | $9.15M |
| Alliancebernstein | 174.21K | 0.00% | $4.19M |
| Millennium management | 81.24K | 0.00% | $1.95M |
| Stifel financial | 13.88K | 0.00% | $333.65K |
| Rhumbline advisers | 11.84K | 0.00% | $284.51K |
| Blackrock | 520.38K | 0.00% | $12.51M |
| Geode capital management | 95.30K | 0.00% | $2.29M |
| Bank of new york mellon | 29.36K | 0.00% | $705.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Virtu financial | 246.11K | 0.41% | 200.95K |
| Millennium management | 81.24K | 0.00% | 81.24K |
| Goldman sachs group | 35.48K | 0.00% | 26.09K |
| Citadel advisors | 23.24K | 0.00% | 23.24K |
| Stifel financial | 13.88K | 0.00% | 13.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | - | - | -961.27K |
| Fj capital management | - | - | -855.13K |
| Vanguard group | - | - | -527.05K |
| Gardner lewis asset management l p | - | - | -471.47K |
| Manufacturers life insurance company, the | - | - | -288.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 81.24K | 0.00% | 81.24K | $1.95M |
| Citadel advisors | 23.24K | 0.00% | 23.24K | $558.76K |
| Stifel financial | 13.88K | 0.00% | 13.88K | $333.65K |
| Macquarie group | 484.00 | - | 484.00 | $11.63K |
| Russell investments group | 70.00 | - | 70.00 | $1.68K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Rothschild investment | -5.00 |
| Cornerstone planning group | -20.00 |
| New york state common retirement fund | -79.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 61 | 5.17% | 5,313,748 | 1.41% | 55 | 1.86% | 34 | 41.67% | 16 | -15.79% |
| Mar 31, 2024 | 58 | 3.57% | 5,239,900 | 4.20% | 54 | 1.99% | 24 | - | 19 | 18.75% |
| Dec 31, 2023 | 56 | 3.70% | 5,028,937 | 4.70% | 52 | 2.09% | 24 | 14.29% | 16 | -5.88% |
| Sep 30, 2023 | 54 | -1.82% | 4,803,336 | -1.45% | 50 | 1.94% | 21 | -36.36% | 17 | 21.43% |
| Jun 30, 2023 | 55 | 14.58% | 4,873,801 | 8.42% | 50 | 2.31% | 33 | 13.79% | 14 | 40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 327.74K | 3.39% | - |
| JHancock Regional Bank A | 148.32K | 1.54% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 133.54K | 1.38% | - |
| JH Financial Opportunities | 99.92K | 1.03% | - |
| Fidelity Small Cap Index | 90.34K | 0.94% | - |
| DFA US Small Cap Value I | 77.76K | 0.80% | - |
| Bridgeway Omni Small-Cap Value | 56.62K | 0.59% | - |
| Bridgeway Omni Small-Cap Value N | 56.62K | 0.59% | - |
| Fidelity Extended Market Index | 52.27K | 0.54% | -14.00 |
| DFA US Targeted Value I | 50.06K | 0.52% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q2 | 9 | - |
| 2023 Q1 | 8 | 4 |
| 2022 Q4 | 8 | - |
CVLY Ownership FAQ
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