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MVB Financial Ownership | Who Owns MVB Financial?

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MVB Financial Ownership Summary

MVB Financial is owned by 48.61% institutional investors, 11.21% insiders, and 40.18% retail investors. Wellington management group llp is the largest institutional shareholder, holding 8.99% of MVBF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.82% of its assets in MVB Financial shares.

MVBF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockMVB Financial48.61%11.21%40.18%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Wellington management group llp1.16M8.99%$24.05M
Blackrock funding, inc. /de983.66K7.61%$20.36M
Timessquare capital management924.05K7.15%$19.13M
Blackrock855.67K6.68%$15.95M
Vanguard group657.44K5.09%$13.61M
Dimensional fund advisors lp388.99K3.01%$8.05M
Geode capital management264.49K2.05%$5.48M
State street219.45K1.71%$4.09M
Endeavour capital advisors188.02K1.45%$3.89M
Bridgeway capital management150.18K1.16%$3.11M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Endeavour capital advisors188.02K1.24%$3.89M
Hoge financial services34.93K0.53%$723.03K
Sippican capital advisors30.79K0.46%$637.25K
Timessquare capital management924.05K0.28%$19.13M
Banc funds109.19K0.25%$2.26M
Inspire investing47.30K0.11%$979.15K
Bridgeway capital management150.18K0.07%$3.11M
Fourthstone16.55K0.07%$342.65K
Pure financial advisors84.82K0.04%$1.76M
Canton hathaway7.57K0.04%$157.00K

Top Buyers

HolderShares% AssetsChange
Timessquare capital management924.05K0.28%149.46K
Blackrock funding, inc. /de983.66K0.00%103.26K
Vanguard group657.44K0.00%48.86K
Kennedy capital management37.15K0.02%37.15K
Dimensional fund advisors lp388.99K0.00%20.99K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp1.16M0.00%-110.39K
Aa financial advisors---75.00K
Kestra advisory services---75.00K
Boston partners---37.23K
Bridgeway capital management150.18K0.07%-34.38K

New Positions

HolderShares% AssetsChangeValue
Kennedy capital management37.15K0.02%37.15K$769.09K
Hsbc17.04K0.00%17.04K$348.43K
Fourthstone16.55K0.07%16.55K$342.65K
Trexquant investment lp15.02K0.00%15.02K$311.00K
Deutsche bank ag\13.12K0.00%13.12K$271.50K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Srs capital advisors-25.00
Comerica bank-151.00
Capital performance advisors llp-154.00
Metropolitan life insurance co/ny-567.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202486-6,284,691-1.19%482.01%4717.50%13-31.58%
Sep 30, 2024868.86%6,360,349-0.52%492.00%40-4.76%19-5.00%
Jun 30, 202478-1.27%6,393,2790.12%492.01%4120.59%20-16.67%
Mar 31, 2024791.28%6,385,8443.18%492.11%34-12.82%2441.18%
Dec 31, 20237813.04%6,188,7526.76%482.34%3934.48%17-22.73%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv364.89K2.82%-
Vanguard US Total Market Shares ETF364.89K2.82%-
Empower Small Cap Growth/TimesSquare SP336.48K2.60%-5.99K
iShares Russell 2000 ETF330.75K2.55%-2.86K
Vanguard Institutional Extnd Mkt Idx Tr207.24K1.60%-
AST Small-Cap Equity Portfolio179.06K1.38%-6.00K
Fidelity Small Cap Index112.49K0.87%-2.11K
iShares Russell 2000 Value ETF106.22K0.82%-
Avantis US Small Cap Value ETF97.61K0.75%-325.00
Bridgeway Small Cap Value76.50K0.59%-35.00K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 14, 2025Robinson Donald T President and CFOBuy$24.98K
Mar 11, 2025Mazza Larry F CEOBuy-
Mar 11, 2025Robinson Donald T President and CFOBuy-
Mar 12, 2025Giorgio Michael Louis Chief Information OfficerBuy$100.32K
Mar 11, 2025Herrick Glen William-Buy-

Insider Transactions Trends

DateBuySell
2025 Q16-
2024 Q4--
2024 Q2--
2023 Q4--
2023 Q31-

MVBF Ownership FAQ

Who Owns MVB Financial?

MVB Financial shareholders are primarily institutional investors at 48.61%, followed by 11.21% insiders and 40.18% retail investors. The average institutional ownership in MVB Financial's industry, Regional Banks Stocks, is 42.21%, which MVB Financial exceeds.

Who owns the most shares of MVB Financial?

MVB Financial’s largest shareholders are Wellington management group llp (1.16M shares, 8.99%), Blackrock funding, inc. /de (983.66K shares, 7.61%), and Timessquare capital management (924.05K shares, 7.15%). Together, they hold 23.74% of MVB Financial’s total shares outstanding.

Does Blackrock own MVB Financial?

Yes, BlackRock owns 6.68% of MVB Financial, totaling 855.68K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 15.95M$. In the last quarter, BlackRock decreased its holdings by -8.455K shares, a -0.98% change.

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

Endeavour capital advisors is MVB Financial’s biggest shareholder by percentage of total assets invested, with 1.24% of its assets in 188.02K MVB Financial shares, valued at 3.89M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of MVB Financial shares, with 2.82% of its total shares outstanding invested in 364.89K MVB Financial shares.

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