MVBF Institutional Ownership & Shareholders
MVB FINANCIAL CORP (MVBF) is currently held by 107 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $218.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wellington Management Group Llp is currently the largest disclosed institutional shareholder of MVBF tracked by InsiderSet, reporting ownership valued at approximately $51.16M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.91M, representing an estimated loss of -12.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed MVBF value among the investors covered in this analysis. Major shareholders include Wellington Management Group Llp, Blackrock, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in MVB FINANCIAL CORP (MVBF).
This page ranks the largest institutional MVBF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
107
Total Reported Value
$218.30M
Largest Holder
Wellington Management Group Llp
Largest Position
$51.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wellington Management Group Llp | 0.01% | 1,763,416 | $51,156,698 | $44,914,206 | -$6,242,492 | -12.20% | |
| Blackrock, Inc. | 0.00% | 1,039,372 | $30,152,183 | $26,472,805 | -$3,679,378 | -12.20% | |
| Dimensional Fund Advisors Lp | 0.00% | 533,007 | $15,462,783 | $13,575,688 | -$1,887,095 | -12.20% | |
| Vanguard Capital Management Llc | 0.00% | 517,571 | $15,014,735 | $13,182,533 | -$1,832,202 | -12.20% | |
| Geode Capital Management, Llc | 0.00% | 311,400 | $9,036,128 | $7,931,358 | -$1,104,770 | -12.23% | |
| Ameriprise Financial Inc | 0.00% | 276,860 | $8,031,709 | $7,051,624 | -$980,085 | -12.20% | |
| Basswood Capital Management, L.L.C. | 0.32% | 257,731 | $7,476,776 | $6,564,409 | -$912,367 | -12.20% | |
| State Street Corp | 0.00% | 243,885 | $7,075,104 | $6,211,751 | -$863,353 | -12.20% | |
| Endeavour Capital Advisors Inc | 1.09% | 182,719 | $5,300,678 | $4,653,853 | -$646,825 | -12.20% | |
| Kennedy Capital Management Llc | 0.06% | 122,447 | $3,552,187 | $3,118,725 | -$433,462 | -12.20% | |
| Banc Funds Co Llc | 0.56% | 116,010 | $3,365,450 | $2,954,775 | -$410,675 | -12.20% | |
| Diamond Hill Capital Management Inc | 0.03% | 112,129 | $3,252,862 | $2,855,926 | -$396,936 | -12.20% | |
| Acadian Asset Management Llc | 0.00% | 100,404 | $2,909,000 | $2,557,290 | -$351,710 | -12.09% | |
| Bridgeway Capital Management, Llc | 0.05% | 98,345 | $2,852,988 | $2,504,847 | -$348,141 | -12.20% | |
| Northern Trust Corp | 0.00% | 92,992 | $2,697,698 | $2,368,506 | -$329,192 | -12.20% | |
| Pure Financial Advisors, Llc | 0.03% | 84,824 | $2,460,744 | $2,160,467 | -$300,277 | -12.20% | |
| Vanguard Portfolio Management Llc | 0.00% | 79,559 | $2,308,007 | $2,026,368 | -$281,639 | -12.20% | |
| Vanguard Fiduciary Trust Co | 0.00% | 78,124 | $2,266,377 | $1,989,818 | -$276,559 | -12.20% | |
| Citadel Advisors Llc | 0.00% | 77,679 | $2,253,467 | $1,978,484 | -$274,983 | -12.20% | |
| Kestra Advisory Services, Llc | 0.01% | 75,000 | $2,179,500 | $1,910,250 | -$269,250 | -12.35% | |
| American Century Companies Inc | 0.00% | 61,656 | $1,788,641 | $1,570,378 | -$218,263 | -12.20% | |
| Bank Of New York Mellon Corp | 0.00% | 61,345 | $1,779,632 | $1,562,457 | -$217,175 | -12.20% | |
| Hotchkis & Wiley Capital Management Llc | 0.01% | 59,770 | $1,733,928 | $1,522,342 | -$211,586 | -12.20% | |
| Morgan Stanley | 0.00% | 56,957 | $1,652,335 | $1,450,695 | -$201,640 | -12.20% | |
| Qube Research & Technologies Ltd | 0.00% | 56,004 | $1,624,676 | $1,426,422 | -$198,254 | -12.20% | |
| Two Sigma Investments, Lp | 0.00% | 55,840 | $1,619,918 | $1,422,245 | -$197,673 | -12.20% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 54,309 | $1,575,504 | $1,383,250 | -$192,254 | -12.20% | |
| Alliancebernstein L.P. | 0.00% | 56,331 | $1,398,699 | $1,434,751 | +$36,052 | +2.58% | |
| Nuveen, Llc | 0.00% | 47,096 | $1,366,255 | $1,199,535 | -$166,720 | -12.20% | |
| Price T Rowe Associates Inc | 0.00% | 46,982 | $1,363,000 | $1,196,632 | -$166,368 | -12.21% | |
| Squarepoint Ops Llc | 0.00% | 46,309 | $1,343,424 | $1,179,490 | -$163,934 | -12.20% | |
| Cerity Partners Llc | 0.00% | 46,126 | $1,338,117 | $1,174,829 | -$163,288 | -12.20% | |
| Empowered Funds, Llc | 0.01% | 40,816 | $1,184,072 | $1,039,584 | -$144,488 | -12.20% | |
| Goldman Sachs Group Inc | 0.00% | 40,487 | $1,174,528 | $1,031,204 | -$143,324 | -12.20% | |
| Sippican Capital Advisors | 0.75% | 38,964 | $1,132,294 | $992,413 | -$139,881 | -12.35% | |
| Aqr Capital Management Llc | 0.00% | 38,132 | $1,106,206 | $971,222 | -$134,984 | -12.20% | |
| Charles Schwab Investment Management Inc | 0.00% | 33,520 | $972,415 | $853,754 | -$118,661 | -12.20% | |
| Quantinno Capital Management Lp | 0.00% | 32,849 | $952,961 | $836,664 | -$116,297 | -12.20% | |
| First Manhattan Co. Llc. | 0.00% | 30,000 | $870,300 | $764,100 | -$106,200 | -12.20% | |
| Trexquant Investment Lp | 0.00% | 27,426 | $795,628 | $698,540 | -$97,088 | -12.20% | |
| Emerald Mutual Fund Advisers Trust | 0.03% | 27,293 | $791,770 | $695,153 | -$96,617 | -12.20% | |
| Prudential Financial Inc | 0.00% | 26,400 | $765,864 | $672,408 | -$93,456 | -12.20% | |
| Mckinley Carter Wealth Services, Inc. | 0.04% | 25,877 | $751,986 | $659,087 | -$92,899 | -12.35% | |
| Hoge Financial Services, Llc | 0.33% | 23,764 | $689,405 | $605,269 | -$84,136 | -12.20% | |
| State Of Wisconsin Investment Board | 0.00% | 21,800 | $632,418 | $555,246 | -$77,172 | -12.20% | |
| J.W. Cole Advisors, Inc. | 0.01% | 20,770 | $602,538 | $529,012 | -$73,526 | -12.20% | |
| Daytona Street Capital Llc | 0.42% | 19,620 | $593,309 | $499,721 | -$93,588 | -15.77% | |
| Cresset Asset Management, Llc | 0.00% | 18,028 | $523,001 | $459,173 | -$63,828 | -12.20% | |
| D. E. Shaw & Co., Inc. | 0.00% | 16,947 | $491,632 | $431,640 | -$59,992 | -12.20% | |
| First National Trust Co | 0.02% | 15,683 | $455,747 | $399,446 | -$56,301 | -12.35% |
Frequently asked questions about MVBF
Who are the largest institutional holders of MVBF?
The largest institutional holders of MVBF reported in the latest SEC Form 13F filings include Wellington Management Group Llp, Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported MVBF position.
What is MVBF institutional ownership?
This page tracks MVBF positions reported by institutional investment managers through SEC Form 13F. MVB FINANCIAL CORP (MVBF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MVBF?
InsiderSet currently tracks 107 institutional managers reporting MVBF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MVBF shareholders.
How much MVBF stock do institutions own?
Institutional investment managers disclosed approximately $218.30M in MVBF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MVBF institutional ownership last updated?
The latest MVBF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MVBF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MVBF position after the reporting date.
Are institutions buying or selling MVBF?
Institutional buying and selling can be analyzed by comparing MVBF positions across consecutive 13F reporting periods. InsiderSet's MVBF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MVBF ownership changes.
How has MVBF institutional ownership changed over time?
InsiderSet tracks MVBF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.