MVB Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.78 M | $44.67 M | 56.51% | 13.80% |
| BLACKROCK, INC. | 11/12/2025 | 1.03 M | $25.73 M | -2.77% | 7.95% |
| VANGUARD GROUP INC | 11/07/2025 | 632.38 K | $15.85 M | -0.26% | 4.90% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 469.71 K | $11.77 M | 4.94% | 3.64% |
| BANCO SANTANDER, S.A. | 11/12/2025 | 365.11 K | $9.15 M | 0.00% | 2.83% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 272.71 K | $6.84 M | -1.70% | 2.11% |
| FOURTHSTONE LLC | 11/14/2025 | 272.28 K | $6.82 M | 4.98% | 2.11% |
| STATE STREET CORP | 11/14/2025 | 240.10 K | $6.02 M | 2.31% | 1.86% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 188.18 K | $4.72 M | 100.00% | 1.46% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 188.02 K | $4.71 M | 0.00% | 1.46% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 116.89 K | $2.93 M | 7.60% | 0.91% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 110.93 K | $2.78 M | 23.72% | 0.86% |
| NORTHERN TRUST CORP | 11/14/2025 | 93.82 K | $2.35 M | -0.19% | 0.73% |
| PURE FINANCIAL ADVISORS, LLC | 10/20/2025 | 84.82 K | $2.13 M | 0.00% | 0.66% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 80.91 K | $2.03 M | 2.45% | 0.63% |
| MORGAN STANLEY | 11/14/2025 | 55.84 K | $1.40 M | -16.55% | 0.43% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 55.33 K | $1.39 M | 0.00% | 0.43% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 11/14/2025 | 54.86 K | $1.37 M | 100.00% | 0.42% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 51.17 K | $1.28 M | 175.38% | 0.40% |
| SIPPICAN CAPITAL ADVISORS | 10/27/2025 | 42.71 K | $1.07 M | -0.12% | 0.33% |
| NUVEEN, LLC | 11/12/2025 | 41.68 K | $1.04 M | 0.00% | 0.32% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 41.43 K | $1.04 M | -7.54% | 0.32% |
| BARCLAYS PLC | 11/12/2025 | 35.25 K | $883.37 K | -8.89% | 0.27% |
| BANC FUNDS CO LLC | 11/14/2025 | 35.04 K | $878.20 K | -44.19% | 0.27% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 35.03 K | $878.00 K | 27.24% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 33.83 K | $847.88 K | 0.00% | 0.26% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 33.70 K | $844.40 K | -37.01% | 0.26% |
| HOGE FINANCIAL SERVICES, LLC | 11/04/2025 | 33.12 K | $829.90 K | -6.60% | 0.26% |
| CERITY PARTNERS LLC | 10/22/2025 | 32.50 K | $814.48 K | 2.27% | 0.25% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 30.04 K | $752.78 K | -2.81% | 0.23% |
| MCKINLEY CARTER WEALTH SERVICES, INC. | 11/04/2025 | 29.88 K | $748.72 K | 0.00% | 0.23% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 28.50 K | $714.21 K | 0.00% | 0.22% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 28.23 K | $707.54 K | 83.74% | 0.22% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 26.44 K | $662.53 K | 67.97% | 0.20% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 24.91 K | $624.23 K | 96.52% | 0.19% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 19.38 K | $485.56 K | 54.91% | 0.15% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 19.00 K | $476.07 K | 64.19% | 0.15% |
| JANE STREET GROUP, LLC | 11/14/2025 | 18.85 K | $472.31 K | -30.48% | 0.15% |
| CITADEL ADVISORS LLC | 11/14/2025 | 18.64 K | $467.19 K | 25.76% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 18.43 K | $461.73 K | -33.15% | 0.14% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 17.69 K | $443.38 K | 0.71% | 0.14% |
| RHUMBLINE ADVISERS | 11/06/2025 | 17.47 K | $437.72 K | -1.68% | 0.14% |
| FIRST NATIONAL TRUST CO | 11/06/2025 | 15.68 K | $393.02 K | -2.60% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 13.03 K | $326.53 K | 100.00% | 0.10% |
| INVESCO LTD. | 11/13/2025 | 12.78 K | $320.34 K | -6.60% | 0.10% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 12.00 K | $300.72 K | 33.33% | 0.09% |
| JPMORGAN CHASE & CO | 11/26/2025 | 11.47 K | $287.54 K | 105.15% | 0.09% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 10.83 K | $271.00 K | 0.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 10.81 K | $270.82 K | 15.40% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 10.23 K | $256.46 K | 0.00% | 0.08% |
MVB Financial Corp. institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of MVB Financial Corp.. The most heavily invested institutionals were:
WELLINGTON MANAGEMENT GROUP LLP: 1.78 M
BlackRock, Inc.: 1.03 M
VANGUARD GROUP INC: 632,375
DIMENSIONAL FUND ADVISORS LP: 469,714
Banco Santander, S.A.: 365,107
GEODE CAPITAL MANAGEMENT, LLC: 272,706
54.23% of MVB Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 8.13 M shares in the last 24 months. This purchase volume represents approximately $221.09 M in transactions.