MVB FINANCIAL CORP - MVBF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,763,416 | 51,156 | 0.01% | 0.01% | 1 | -2,787 | -0.16% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,039,372 | 30,152 | 0.0% | 0.0% | 2 | +100,335 | 10.68% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 533,007 | 15,462 | 0.0% | 0.0% | 3 | +26,399 | 5.21% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 517,571 | 15,014 | 0.0% | 0.0% | 4 | +12,727 | 2.52% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 311,400 | 9,036 | 0.0% | 0.0% | 5 | +41,490 | 15.37% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 276,860 | 8,031 | 0.0% | 0.0% | 6 | +30,098 | 12.2% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 257,731 | 7,476 | 0.3% | 0.14% | 7 | +140,615 | 120.06% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 243,885 | 7,075 | 0.0% | 0.0% | 8 | +1,670 | 0.69% | Q2 2026 | Aug 07, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 182,719 | 5,300 | 1.09% | 1.06% | 9 | -5,200 | -2.77% | Q2 2026 | Aug 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 122,447 | 3,552 | 0.06% | 0.07% | 10 | -1,918 | -1.54% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | Added to | 116,010 | 3,365 | 0.56% | 0.42% | 11 | +24,766 | 27.14% | Q2 2026 | Aug 13, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | Added to | 112,129 | 3,252 | 0.03% | 0.01% | 12 | +24,720 | 28.28% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 100,404 | 2,909 | 0.0% | 0.0% | 13 | -12,039 | -10.71% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 98,345 | 2,852 | 0.05% | 0.06% | 14 | -17,329 | -14.98% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 92,992 | 2,697 | 0.0% | 0.0% | 15 | +4,709 | 5.33% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 84,824 | 2,460 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 79,559 | 2,308 | 0.0% | 0.0% | 17 | +14,841 | 22.93% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 78,124 | 2,266 | 0.0% | 0.0% | 18 | +263 | 0.34% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 77,679 | 2,253 | 0.0% | 0.0% | 19 | -14,156 | -15.41% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 75,000 | 2,175 | 0.01% | — | 20 | +75,000 | New | Q2 2026 | Jul 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 61,656 | 1,788 | 0.0% | 0.0% | 21 | -15,895 | -20.5% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 61,345 | 1,779 | 0.0% | 0.0% | 22 | +3,448 | 5.96% | Q2 2026 | Aug 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 59,770 | 1,733 | 0.01% | 0.0% | 23 | +400 | 0.67% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 56,957 | 1,652 | 0.0% | 0.0% | 24 | +7,342 | 14.8% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 56,004 | 1,624 | 0.0% | 0.0% | 25 | +22,264 | 65.99% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 55,840 | 1,619 | 0.0% | 0.0% | 26 | -5,141 | -8.43% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 54,309 | 1,575 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 56,331 | 1,398 | 0.0% | 0.0% | 28 | +1,000 | 1.81% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 47,096 | 1,366 | 0.0% | 0.0% | 29 | +1,255 | 2.74% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 46,982 | 1,363 | 0.0% | 0.0% | 30 | +7,037 | 17.62% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 46,309 | 1,343 | 0.0% | 0.0% | 31 | -6,512 | -12.33% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 46,126 | 1,338 | 0.0% | 0.0% | 32 | +13,715 | 42.32% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 40,816 | 1,184 | 0.01% | 0.01% | 33 | +2,971 | 7.85% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 40,487 | 1,174 | 0.0% | 0.0% | 34 | -32,080 | -44.21% | Q2 2026 | Aug 14, 2026 |
| Sippican Capital Advisors | History | No change | 39,918 | 1,158 | 0.71% | 0.68% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,132 | 1,106 | 0.0% | 0.0% | 36 | +5,507 | 16.88% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 33,520 | 972 | 0.0% | 0.0% | 37 | +4,336 | 14.86% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,849 | 952 | 0.0% | 0.0% | 38 | +4,312 | 15.11% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 30,000 | 870 | 0.0% | 0.0% | 39 | +1,500 | 5.26% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 27,426 | 795 | 0.0% | 0.0% | 40 | +1,896 | 7.43% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 27,293 | 791 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 26,400 | 765 | 0.0% | 0.0% | 42 | -1,070 | -3.9% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 25,877 | 750 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 23,764 | 689 | 0.33% | 0.31% | 44 | +142 | 0.6% | Q2 2026 | Jul 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 21,800 | 632 | 0.0% | 0.0% | 45 | +2,360 | 12.14% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 20,770 | 602 | 0.01% | — | 46 | +20,770 | New | Q2 2026 | Jul 21, 2026 |
| Daytona Street Capital LLC | History | No change | 19,620 | 560 | 0.41% | 0.38% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,028 | 523 | 0.0% | 0.0% | 48 | +107 | 0.6% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 16,947 | 491 | 0.0% | 0.0% | 49 | +2,972 | 21.27% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 15,683 | 454 | 0.02% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 14,948 | 433 | 0.0% | 0.0% | 51 | +543 | 3.77% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Reduced | 13,936 | 404 | 0.0% | 0.0% | 52 | -767 | -5.22% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,905 | 403 | 0.0% | 0.0% | 53 | +1,707 | 13.99% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 12,966 | 376 | 0.0% | 0.0% | 54 | +2,668 | 25.91% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,568 | 335 | 0.0% | 0.0% | 55 | +3,069 | 36.11% | Q2 2026 | Aug 07, 2026 |
| CM WEALTH ADVISORS LLC | History | New | 11,516 | 334 | 0.06% | — | 56 | +11,516 | New | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,362 | 329 | 0.0% | 0.0% | 57 | +535 | 4.94% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 10,900 | 316 | 0.0% | 0.0% | 58 | +2,000 | 22.47% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,316 | 270 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,300 | 269 | 0.0% | 0.0% | 60 | -2,327 | -20.01% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 8,158 | 236 | 0.0% | — | 61 | +8,158 | New | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 8,134 | 235 | 0.0% | — | 62 | +8,134 | New | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,842 | 227 | 0.0% | 0.0% | 63 | -209 | -2.6% | Q2 2026 | Aug 13, 2026 |
| Canton Hathaway, LLC | History | No change | 7,574 | 219 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 6,509 | 188 | 0.0% | 0.0% | 65 | +160 | 2.52% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 6,431 | 186 | 0.0% | 0.0% | 66 | +4,586 | 248.56% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,222 | 180 | 0.0% | 0.0% | 67 | +5,163 | 487.54% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 6,032 | 174 | 0.0% | 0.0% | 68 | -4,711 | -43.85% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,463 | 158 | 0.0% | 0.0% | 69 | +151 | 2.84% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,155 | 150 | 0.0% | 0.0% | 70 | +557 | 12.11% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,796 | 139 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,229 | 122 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,066 | 88 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | No change | 2,163 | 62 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,910 | 56 | 0.0% | — | 75 | +1,900 | 19000.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 2,076 | 51 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,659 | 48 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,465 | 42 | 0.0% | 0.0% | 78 | -2,266 | -60.73% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,225 | 35 | 0.0% | 0.0% | 80 | +889 | 264.58% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Added to | 1,217 | 35 | 0.0% | 0.0% | 79 | +175 | 16.79% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,120 | 32 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Reduced | 1,000 | 29 | 0.01% | 0.03% | 82 | -4,400 | -81.48% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | No change | 848 | 24 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 751 | 21 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 550 | 15 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 399 | 11 | 0.0% | 0.0% | 87 | +7 | 1.79% | Q2 2026 | Aug 11, 2026 |
| CITY HOLDING CO | History | No change | 380 | 11 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FMR LLC | History | Added to | 277 | 8 | 0.0% | 0.0% | 89 | +21 | 8.2% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 300 | 8 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 239 | 6 | 0.0% | 0.0% | 90 | -131 | -35.41% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 177 | 5 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 157 | 4 | 0.0% | 0.0% | 93 | -448 | -74.05% | Q2 2026 | Aug 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 150 | 4 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 139 | 4 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 112 | 3 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 110 | 3 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 62 | 1 | 0.0% | 0.0% | 99 | -266 | -81.1% | Q2 2026 | Jul 24, 2026 |
| Quarry LP | History | New | 59 | 1 | 0.0% | — | 101 | +59 | New | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 57 | 1 | 0.0% | 0.0% | 100 | -46 | -44.66% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 63 | 1 | 0.0% | 0.0% | 98 | +21 | 50.0% | Q2 2026 | Jul 20, 2026 |
| Ategra Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -71,131 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -37,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,510 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,974 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,641 | -100.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31 | 0 | — | 0.0% | — | -6,734 | -99.54% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,921 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,612 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1 | 0 | — | — | — | -9 | -90.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 17 | 0 | — | — | — | -5 | -22.73% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 17, 2026 |
| Covestor Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |