MVB Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.77 M | $43.85 M | -0.54% | 13.83% |
| BLACKROCK, INC. | 05/13/2026 | 939.04 K | $23.32 M | -1.47% | 7.35% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 506.61 K | $12.58 M | 4.04% | 3.97% |
| 05/15/2026 | 504.84 K | $12.54 M | 100.00% | 3.95% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 269.91 K | $6.70 M | 1.47% | 2.11% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 246.76 K | $6.13 M | 3.61% | 1.93% |
| STATE STREET CORP | 05/15/2026 | 242.22 K | $6.01 M | 1.69% | 1.90% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 187.92 K | $4.67 M | -0.05% | 1.47% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 124.37 K | $3.09 M | 3.02% | 0.97% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 117.12 K | $2.91 M | 100.00% | 0.92% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 115.67 K | $2.87 M | -1.24% | 0.91% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 112.44 K | $2.79 M | 43.23% | 0.88% |
| BANC FUNDS CO LLC | 05/14/2026 | 91.24 K | $2.27 M | 160.37% | 0.71% |
| NORTHERN TRUST CORP | 05/14/2026 | 88.28 K | $2.19 M | 4.19% | 0.69% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 87.41 K | $2.17 M | 35.63% | 0.68% |
| PURE FINANCIAL ADVISORS, LLC | 04/10/2026 | 84.82 K | $2.11 M | 0.00% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 77.86 K | $1.93 M | 100.00% | 0.61% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 77.55 K | $1.93 M | -32.72% | 0.61% |
| CITADEL ADVISORS LLC | 05/15/2026 | 76.24 K | $1.89 M | 2.12% | 0.60% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 72.57 K | $1.80 M | 23.28% | 0.57% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 05/15/2026 | 71.13 K | $1.77 M | -35.65% | 0.56% |
| 05/08/2026 | 64.72 K | $1.61 M | 100.00% | 0.51% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 60.98 K | $1.51 M | -19.36% | 0.48% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 59.37 K | $1.47 M | 100.00% | 0.46% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 57.90 K | $1.44 M | 4.69% | 0.45% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 55.33 K | $1.43 M | 0.00% | 0.43% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 54.31 K | $1.35 M | 7.54% | 0.43% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 52.82 K | $1.31 M | 100.00% | 0.41% |
| MORGAN STANLEY | 05/15/2026 | 49.62 K | $1.23 M | -22.84% | 0.39% |
| NUVEEN, LLC | 04/30/2026 | 45.84 K | $1.14 M | 9.98% | 0.36% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 39.95 K | $992.00 K | 10.49% | 0.31% |
| SIPPICAN CAPITAL ADVISORS | 04/23/2026 | 39.92 K | $991.16 K | -3.47% | 0.31% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 37.85 K | $939.69 K | 9.93% | 0.30% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 33.74 K | $837.76 K | 100.00% | 0.26% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 32.63 K | $810.07 K | 19.09% | 0.26% |
| CERITY PARTNERS LLC | 05/15/2026 | 32.41 K | $804.77 K | -0.20% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 29.18 K | $724.64 K | -9.97% | 0.23% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 28.54 K | $708.58 K | 2.60% | 0.22% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 28.50 K | $707.66 K | 0.00% | 0.22% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 27.47 K | $682.08 K | 5.17% | 0.22% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 27.29 K | $677.69 K | 0.00% | 0.21% |
| MCKINLEY CARTER WEALTH SERVICES, INC. | 04/20/2026 | 25.88 K | $642.53 K | -13.39% | 0.20% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 25.53 K | $633.91 K | -13.35% | 0.20% |
| HOGE FINANCIAL SERVICES, LLC | 04/20/2026 | 23.62 K | $586.54 K | -29.02% | 0.18% |
| 04/10/2026 | 19.62 K | $498.93 K | 0.00% | 0.15% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 19.50 K | $484.19 K | 100.00% | 0.15% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 19.44 K | $482.70 K | -13.98% | 0.15% |
| MARSHALL WACE, LLP | 05/15/2026 | 18.51 K | $459.60 K | -64.23% | 0.14% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 17.92 K | $444.97 K | 0.67% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 17.50 K | $434.53 K | 100.00% | 0.14% |
MVB Financial Corp. institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of MVB Financial Corp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 1.77 M
BlackRock, Inc.: 939,037
DIMENSIONAL FUND ADVISORS LP: 506,608
GEODE CAPITAL MANAGEMENT, LLC: 269,910
AMERIPRISE FINANCIAL INC: 246,762
STATE STREET CORP: 242,215
55.66% of MVB Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 8.32 M shares in the last 24 months. This purchase volume represents approximately $211.87 M in transactions.