MVB Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.76 M | $51.16 M | -0.16% | 13.70% |
| BLACKROCK, INC. | 08/07/2026 | 1.04 M | $30.15 M | 10.68% | 8.08% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 533.01 K | $15.46 M | 5.21% | 4.14% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 517.57 K | $15.01 M | 2.52% | 4.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 311.40 K | $9.04 M | 15.37% | 2.42% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 276.86 K | $8.03 M | 12.20% | 2.15% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 257.73 K | $7.48 M | 120.06% | 2.00% |
| STATE STREET CORP | 08/07/2026 | 243.89 K | $7.08 M | 0.69% | 1.90% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 182.72 K | $5.30 M | -2.77% | 1.42% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 122.45 K | $3.55 M | -1.54% | 0.95% |
| BANC FUNDS CO LLC | 08/13/2026 | 116.01 K | $3.37 M | 27.14% | 0.90% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 08/06/2026 | 112.13 K | $3.25 M | 28.28% | 0.87% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 100.40 K | $2.91 M | -10.71% | 0.78% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 98.35 K | $2.85 M | -14.98% | 0.76% |
| NORTHERN TRUST CORP | 08/13/2026 | 92.99 K | $2.70 M | 5.33% | 0.72% |
| PURE FINANCIAL ADVISORS, LLC | 08/17/2026 | 84.82 K | $2.46 M | 0.00% | 0.66% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 79.56 K | $2.31 M | 22.93% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 78.12 K | $2.27 M | 0.34% | 0.61% |
| CITADEL ADVISORS LLC | 09/02/2026 | 77.68 K | $2.25 M | 1.89% | 0.60% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 75.00 K | $2.18 M | 100.00% | 0.58% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 61.66 K | $1.79 M | -20.50% | 0.48% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 61.35 K | $1.78 M | 5.96% | 0.48% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 59.77 K | $1.73 M | 0.67% | 0.46% |
| MORGAN STANLEY | 08/13/2026 | 56.96 K | $1.65 M | 14.80% | 0.44% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 56.33 K | $1.40 M | 1.81% | 0.44% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 56.00 K | $1.62 M | 65.99% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 55.84 K | $1.62 M | -8.43% | 0.43% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 54.31 K | $1.58 M | 0.00% | 0.42% |
| NUVEEN, LLC | 08/11/2026 | 47.10 K | $1.37 M | 2.74% | 0.37% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 46.98 K | $1.36 M | 17.62% | 0.37% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 46.31 K | $1.34 M | -12.33% | 0.36% |
| CERITY PARTNERS LLC | 08/14/2026 | 46.13 K | $1.34 M | 42.32% | 0.36% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 40.82 K | $1.18 M | 7.85% | 0.32% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 40.49 K | $1.17 M | -44.21% | 0.31% |
| SIPPICAN CAPITAL ADVISORS | 07/22/2026 | 39.92 K | $1.16 M | 0.00% | 0.31% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 38.13 K | $1.11 M | 16.88% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 33.52 K | $972.42 K | 14.86% | 0.26% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 33.52 K | $972.42 K | 100.00% | 0.26% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 32.85 K | $952.96 K | 15.11% | 0.26% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 30.00 K | $870.30 K | 5.26% | 0.23% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 27.43 K | $795.63 K | 7.43% | 0.21% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 08/05/2026 | 27.29 K | $791.77 K | 0.00% | 0.21% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 26.40 K | $765.86 K | -3.90% | 0.21% |
| MCKINLEY CARTER WEALTH SERVICES, INC. | 07/28/2026 | 25.88 K | $750.69 K | 0.00% | 0.20% |
| HOGE FINANCIAL SERVICES, LLC | 07/29/2026 | 23.76 K | $689.41 K | 0.60% | 0.18% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 21.80 K | $632.42 K | 12.14% | 0.17% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 20.77 K | $602.54 K | 100.00% | 0.16% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 19.62 K | $560.54 K | 0.00% | 0.15% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 18.03 K | $523.00 K | 0.60% | 0.14% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 16.95 K | $491.63 K | 21.27% | 0.13% |
MVB Financial Corp. institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of MVB Financial Corp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 1.76 M
BlackRock, Inc.: 1.04 M
DIMENSIONAL FUND ADVISORS LP: 533,007
VANGUARD CAPITAL MANAGEMENT LLC: 517,571
GEODE CAPITAL MANAGEMENT, LLC: 311,400
AMERIPRISE FINANCIAL INC: 276,860
58.78% of MVB Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 9.36 M shares in the last 24 months. This purchase volume represents approximately $238.51 M in transactions.