MVB Financial Ownership | Who Owns MVB Financial?

Overview Forecast RevenueFinancials Chart

MVB Financial Ownership Summary

MVB Financial is owned by 49.20% institutional investors, 8.37% insiders, and 42.43% retail investors. Wellington management group llp is the largest institutional shareholder, holding 9.98% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	MVB Financial	49.20%	8.37%	42.43%
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
Wellington management group llp	1.28M	9.98%	$23.84M
Timessquare capital management	859.34K	6.71%	$16.02M
Blackrock	855.67K	6.68%	$15.95M
Vanguard group	578.00K	4.51%	$10.77M
Dimensional fund advisors lp	343.62K	2.68%	$6.40M
Geode capital management	259.27K	2.02%	$4.83M
State street	219.45K	1.71%	$4.09M
Endeavour capital advisors	188.02K	1.47%	$3.50M
Bridgeway capital management	179.92K	1.40%	$3.35M
Banc funds	109.19K	0.85%	$2.04M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	188.02K	1.22%	$3.50M
Hoge financial services	35.34K	0.54%	$658.70K
Sippican capital advisors	21.38K	0.32%	$398.52K
Timessquare capital management	859.34K	0.25%	$16.02M
Banc funds	109.19K	0.24%	$2.04M
Bridgeway capital management	179.92K	0.08%	$3.35M
Pure financial advisors	84.82K	0.04%	$1.58M
Canton hathaway	7.57K	0.04%	$141.00K
Mckinley carter wealth services	25.88K	0.03%	$482.33K
First national trust	15.68K	0.01%	$292.33K

Top Buyers

Holder	Shares	% Assets	Change
Kestra advisory services	75.00K	0.01%	75.00K
Vanguard group	578.00K	0.00%	19.05K
Dimensional fund advisors lp	343.62K	0.00%	18.65K
Bank of new york mellon	70.49K	0.00%	14.18K
Banc funds	109.19K	0.24%	12.70K

Top Sellers

Holder	Shares	% Assets	Change
Timessquare capital management	859.34K	0.25%	-85.95K
Aa financial advisors	-	-	-75.00K
Boston partners	-	-	-37.23K
First trust advisors lp	-	-	-33.31K
Wellington management group llp	1.28M	0.00%	-23.68K

New Positions

Holder	Shares	% Assets	Change	Value
Kestra advisory services	75.00K	0.01%	75.00K	$1.40M
Jane street group	11.01K	-	11.01K	$205.21K
Mirae asset global etfs	6.51K	0.00%	6.51K	$121.31K
Corebridge financial	6.17K	0.00%	6.17K	$115.05K
Picton mahoney asset management	506.00	0.00%	506.00	$9.00K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Comerica bank	-151.00
Metropolitan life insurance co/ny	-567.00
Entrypoint capital	-4.79K
American group	-5.59K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	86	8.86%	6,360,349	-0.52%	49	2.00%	40	-4.76%	19	-5.00%
Jun 30, 2024	78	-1.27%	6,393,279	0.12%	49	2.01%	41	20.59%	20	-16.67%
Mar 31, 2024	79	1.28%	6,385,844	3.18%	49	2.11%	34	-12.82%	24	41.18%
Dec 31, 2023	78	13.04%	6,188,752	6.76%	48	2.34%	39	34.48%	17	-22.73%
Sep 30, 2023	69	2.99%	5,797,013	-0.81%	45	2.15%	29	-29.27%	22	69.23%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	364.89K	2.82%	-
Empower Small Cap Growth/TimesSquare SP	336.48K	2.60%	-5.99K
iShares Russell 2000 ETF	328.99K	2.54%	-686.00
Vanguard Institutional Extnd Mkt Idx Tr	160.09K	1.24%	-
Fidelity Small Cap Index	115.59K	0.89%	-1.52K
iShares Russell 2000 Value ETF	113.45K	0.88%	146.00
Bridgeway Small Cap Value	111.50K	0.86%	-
Bridgeway Small-Cap Value	111.50K	0.86%	-
GuideStone Funds Small Cap Equity Instl	102.76K	0.79%	5.78K
Avantis US Small Cap Value ETF	86.26K	0.67%	-

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q2	-	-
2023 Q4	-	-
2023 Q3	1	-
2023 Q2	-	-

MVBF Ownership FAQ

Who Owns MVB Financial?

MVB Financial shareholders are primarily institutional investors at 49.20%, followed by 8.37% insiders and 42.43% retail investors. The average institutional ownership in MVB Financial's industry, Regional Banks Stocks, is 51.67%, which MVB Financial falls below.

Who owns the most shares of MVB Financial?

MVB Financial’s largest shareholders are Wellington management group llp (1.28M shares, 9.98%), Timessquare capital management (859.34K shares, 6.71%), and Blackrock (855.68K shares, 6.68%). Together, they hold 23.37% 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 1.22% of its assets in 188.02K MVB Financial shares, valued at 3.5M$.

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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