SEC 13F Intelligence

MVBFMVB FINL CORP

CUSIP 553810102 · Yahoo Finance ↗ · Google Finance ↗

Mvb Finl Corp (MVBF) has 109 institutional holders in Filings Flow’s 13F database, together reporting 7.13M shares worth $173M as of Q1 2026. The largest reported holders are Wellington Management Group LLP, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
109
Q1 2026
Reported Value
$173M
Ticker
MVBF
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 31Q4 ’18Q1 ’19: 28Q2 ’19: 29Q2 ’19Q3 ’19: 33Q2 ’21: 60Q2 ’21Q4 ’21: 65Q4 ’22: 59Q4 ’22Q4 ’25: 103Q1 ’26: 109Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $988MQ4 ’18Q1 ’19: $861MQ2 ’19: $952MQ2 ’19Q3 ’19: $1.1BQ2 ’21: $182MQ2 ’21Q4 ’21: $460MQ4 ’22: $38MQ4 ’22Q4 ’25: $175MQ1 ’26: $173MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Fourthstone LLC$590M AUM1.22%$7M272.3KQ3 2025OLDER
ENDEAVOUR CAPITAL ADVISORS INC$441M AUM1.06%$5M187.9KQ1 2026OLDER
Ategra Capital Management, LLC$201M AUM0.88%$2M71.1KQ1 2026OLDER
Sippican Capital Advisors$146M AUM0.68%$991,16439.9KQ1 2026OLDER
BANC FUNDS CO LLC$537M AUM0.42%$2M91.2KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.38%$498,93319.6KQ1 2026OLDER
HOGE FINANCIAL SERVICES, LLC$187M AUM0.31%$586,54123.6KQ1 2026OLDER
BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM0.14%$3M117.1KQ1 2026OLDER
Banco Santander, S.A.$12.4B AUM0.08%$9M365.1KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.07%$3M124.4KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.06%$3M115.7KQ1 2026OLDER
Canton Hathaway, LLC$496M AUM0.04%$188,0627.6KQ1 2026OLDER
McKinley Carter Wealth Services, Inc.$1.7B AUM0.04%$642,52625.9KQ1 2026OLDER
PIER 88 INVESTMENT PARTNERS LLC$402M AUM0.03%$134,0825.4KQ1 2026OLDER
EMERALD MUTUAL FUND ADVISERS TRUST$2.1B AUM0.03%$677,68527.3KQ1 2026OLDER
Pure Financial Advisors, LLC$7.0B AUM0.03%$2M84.8KQ1 2026OLDER
DIAMOND HILL CAPITAL MANAGEMENT INC$16.0B AUM0.01%$2M87.4KQ1 2026OLDER
FIRST NATIONAL TRUST CO$2.9B AUM0.01%$389,40815.7KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$536,48920.8KQ4 2025OLDER
CWA Asset Management Group, LLC$2.9B AUM0.01%$264,21610.6KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$44M1.77MQ1 2026OLDER
Quattro Advisors LLC$115M AUM0.01%$9,531369Q4 2025OLDER
Empowered Funds, LLC$15.7B AUM0.01%$939,69137.8KQ2 2026
Versant Capital Management, Inc$1.1B AUM0.01%$62,7492.2KQ2 2026
Trexquant Investment LP$13.9B AUM0.00%$633,91025.5KQ1 2026OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.00%$1M59.4KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$13M506.6KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$92,6413.7KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$707,65528.5KQ1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$444,96617.9KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$1M52.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$6M246.8KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$2M61.0KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$708,57528.5KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.00%$9,431380Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$804,76532.4KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$482,69519.4KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$2M77.6KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$837,76433.7KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$24,600848Q2 2026
STRS OHIO$25.2B AUM0.00%$220,9878.9KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$27,8101.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$550,17921.3KQ4 2025OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$137,5795.5KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$682,08027.5KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$202,3858.1KQ3 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$157,6466.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$1M54.3KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$76,1293.1KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M77.9KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$1M55.3KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$459,60318.5KQ1 2026OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$79,9613.2KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$7M269.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$23M939.0KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$810,07432.6KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M91.8KQ1 2026OLDER
Fortitude Family Office, LLC$448M AUM0.00%$1,22849Q3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$13M504.8KQ1 2026OLDER
FIRST HORIZON CORP$2.4B AUM0.00%$7,449300Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M45.8KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$357,66814.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M88.3KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M57.9KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$272,48011.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$8,144328Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$167,9886.8KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$214,9578.3KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$16M634.4KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$8,344336Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$54124Q1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$346,99914.0KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$6M242.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M72.6KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$131,8975.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$9,187370Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$119,0854.8KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$54722Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$51,5472.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$231,3169.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$41,1931.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$8,964361Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$772,62729.9KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$99239.9KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$724,63929.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$918,71037.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M64.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$199,9068.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$365,07514.7KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$2M64.7KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$111,0694.3KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$40,0261.6KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$211,0308.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$281,15910.9KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$3,451139Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$302,86612.2KQ2 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$105,0064.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$266,74910.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$9,740392Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$255,69910.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$26,2951.1KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,73870Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$13,657550Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1,04342Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$288,69911.6KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$45,8121.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$4,395177Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$15,022605Q1 2026OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$2,781112Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$29812Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$24810Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$57723Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$115,4564.6KQ1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$25,8731.0KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$7,518300Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3,625146Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3,707150Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$261Q4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$24910Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,079124Q2 2026
SBI Securities Co., Ltd.$3.6B AUM0.00%$251Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2,731110Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$6,356256Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM$010Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.