MVB FINANCIAL CORP - MVBF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,775,849 | 45,870 | 0.01% | 0.01% | 1 | -6,536 | -0.37% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 953,036 | 24,616 | 0.0% | 0.0% | 2 | -73,880 | -7.19% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 634,414 | 16,386 | 0.0% | 0.0% | 3 | +2,039 | 0.32% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 486,958 | 12,578 | 0.0% | 0.0% | 4 | +17,244 | 3.67% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 265,991 | 6,872 | 0.0% | 0.0% | 5 | -6,715 | -2.46% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Reduced | 238,181 | 6,152 | 0.0% | 0.0% | 6 | -1,923 | -0.8% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 238,170 | 6,151 | 0.0% | 0.0% | 7 | +49,991 | 26.57% | Q4 2025 | Feb 17, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 188,019 | 4,856 | 1.35% | 1.42% | 8 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 120,724 | 3,118 | 0.07% | — | 9 | +120,724 | New | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 117,125 | 3,025 | 0.06% | 0.06% | 10 | +6,191 | 5.58% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 115,258 | 2,977 | 0.0% | 0.0% | 11 | -1,634 | -1.4% | Q4 2025 | Feb 13, 2026 |
| Ategra Capital Management, LLC | History | Added to | 110,544 | 2,855 | 1.36% | 0.81% | 12 | +55,689 | 101.52% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | No change | 84,824 | 2,191 | 0.4% | 0.03% | 13 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 84,731 | 2,188 | 0.0% | 0.0% | 14 | -9,088 | -9.69% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 78,503 | 2,025 | 0.0% | 0.0% | 15 | +27,331 | 53.41% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 75,619 | 1,953 | 0.0% | 0.0% | 16 | +62,589 | 480.35% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 74,652 | 1,928 | 0.0% | 0.0% | 17 | +56,009 | 300.43% | Q4 2025 | Feb 17, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | New | 64,448 | 1,664 | 0.01% | — | 18 | +64,448 | New | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 64,298 | 1,660 | 0.0% | 0.0% | 19 | +8,461 | 15.15% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 58,863 | 1,520 | 0.0% | 0.0% | 20 | +17,430 | 42.07% | Q4 2025 | Mar 25, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 55,331 | 1,429 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 55,304 | 1,428 | 0.0% | 0.0% | 22 | -25,605 | -31.65% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | New | 51,740 | 1,336 | 0.0% | — | 23 | +51,740 | New | Q4 2025 | Feb 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 50,503 | 1,304 | 0.0% | — | 24 | +50,503 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 41,681 | 1,076 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sippican Capital Advisors | History | Reduced | 41,353 | 1,068 | 0.69% | 0.71% | 26 | -1,352 | -3.17% | Q4 2025 | Jan 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 36,153 | 934 | 0.0% | 0.0% | 27 | +1,120 | 3.2% | Q4 2025 | Feb 17, 2026 |
| BANC FUNDS CO LLC | History | No change | 35,044 | 905 | 0.18% | 0.15% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 33,281 | 859 | 0.46% | 0.48% | 29 | +165 | 0.5% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 32,477 | 838 | 0.0% | 0.0% | 30 | -24 | -0.07% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 32,417 | 837 | 0.0% | 0.0% | 31 | -1,417 | -4.19% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | New | 29,900 | 772 | 0.0% | — | 32 | +29,900 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,912 | 772 | 0.0% | 0.0% | 33 | +11,065 | 58.71% | Q4 2025 | Feb 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 29,879 | 771 | 0.04% | 0.04% | 34 | +2 | 0.01% | Q4 2025 | Feb 06, 2026 |
| BARCLAYS PLC | History | Reduced | 29,621 | 765 | 0.0% | 0.0% | 35 | -5,629 | -15.97% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Added to | 29,464 | 761 | 0.01% | 0.0% | 36 | +10,088 | 52.06% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,500 | 736 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,815 | 718 | 0.0% | 0.0% | 38 | +2,906 | 11.67% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 27,396 | 707 | 0.0% | 0.0% | 39 | +958 | 3.62% | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | New | 27,293 | 704 | 0.03% | — | 40 | +27,293 | New | Q4 2025 | Feb 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 26,120 | 674 | 0.0% | 0.0% | 41 | -7,575 | -22.48% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 22,600 | 583 | 0.0% | 0.0% | 42 | +10,600 | 88.33% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 21,491 | 555 | 0.0% | 0.0% | 43 | +16,163 | 303.36% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 21,300 | 550 | 0.0% | — | 44 | +21,300 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 20,770 | 536 | 0.01% | 0.01% | 45 | -9,269 | -30.86% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 20,210 | 522 | 0.0% | 0.0% | 46 | +1,213 | 6.39% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 19,620 | 506 | 0.39% | — | 47 | +19,620 | New | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 17,801 | 459 | 0.0% | 0.0% | 48 | +108 | 0.61% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 16,568 | 427 | 0.0% | 0.0% | 49 | -899 | -5.15% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 15,683 | 405 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 14,513 | 374 | 0.0% | 0.0% | 51 | +3,706 | 34.29% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 11,457 | 295 | 0.0% | 0.0% | 52 | -1,326 | -10.37% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,941 | 282 | 0.0% | 0.0% | 53 | -7,484 | -40.62% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 10,885 | 281 | 0.0% | — | 54 | +10,885 | New | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,827 | 280 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JCSD Capital, LLC | History | New | 10,000 | 258 | 0.3% | — | 56 | +10,000 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,237 | 238 | 0.0% | 0.0% | 57 | -997 | -9.74% | Q4 2025 | Feb 06, 2026 |
| STRS OHIO | History | Added to | 8,900 | 229 | 0.0% | 0.0% | 58 | +700 | 8.54% | Q4 2025 | Feb 02, 2026 |
| Point72 Asset Management, L.P. | History | New | 8,322 | 214 | 0.0% | — | 59 | +8,322 | New | Q4 2025 | Feb 17, 2026 |
| Canton Hathaway, LLC | History | No change | 7,574 | 195 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,024 | 181 | 0.0% | 0.0% | 61 | -4,450 | -38.78% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,765 | 174 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,576 | 169 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,468 | 167 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,176 | 133 | 0.0% | 0.0% | 65 | -226 | -4.18% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,796 | 123 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 4,300 | 111 | 0.0% | — | 67 | +4,300 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,066 | 79 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,555 | 65 | 0.0% | 0.0% | 69 | -688 | -21.21% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 2,083 | 54 | 0.0% | 0.0% | 70 | +46 | 2.26% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 2,063 | 53 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,659 | 42 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 1,374 | 35 | 0.0% | 0.0% | 73 | +357 | 35.1% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,137 | 29 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,120 | 28 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 1,042 | 26 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 861 | 22 | 0.0% | 0.0% | 77 | +43 | 5.26% | Q4 2025 | Jan 05, 2026 |
| State of Alaska, Department of Revenue | History | New | 751 | 19 | 0.0% | — | 78 | +751 | New | Q4 2025 | Jan 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 687 | 17 | 0.0% | 0.0% | 79 | -30 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 645 | 16 | 0.0% | 0.0% | 80 | -150 | -18.87% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 550 | 14 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 502 | 13 | 0.0% | — | 82 | +502 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 487 | 12 | 0.0% | 0.0% | 83 | -41 | -7.77% | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | Reduced | 380 | 9 | 0.0% | 0.01% | 84 | -3,316 | -89.72% | Q4 2025 | Jan 22, 2026 |
| Quattro Advisors LLC | History | New | 369 | 9 | 0.01% | — | 86 | +369 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 351 | 9 | 0.0% | 0.0% | 85 | -4 | -1.13% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | Reduced | 329 | 8 | 0.0% | 0.0% | 87 | -1,727 | -84.0% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 300 | 7 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 200 | 5 | 0.0% | 0.0% | 89 | +138 | 222.58% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 177 | 4 | 0.0% | 0.0% | 90 | -264 | -59.86% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 150 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 100 | 2 | 0.0% | 0.0% | 94 | -114 | -53.27% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 112 | 2 | 0.0% | — | 93 | +112 | New | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | New | 70 | 1 | 0.0% | — | 95 | +70 | New | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 53 | 1 | 0.0% | — | 96 | +53 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | No change | 42 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourthstone LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -272,282 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,234 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,490 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,191 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CANADA LIFE ASSURANCE Co | History | Closed out | 0 | 0 | — | 0.0% | — | -910 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q3 2025 | Nov 18, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 33 | 0 | — | 0.0% | — | -75 | -69.44% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MAI Capital Management | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| True Wealth Design, LLC | History | Added to | 23 | 0 | — | — | — | +1 | 4.55% | Q4 2025 | Jan 08, 2026 |
| FMR LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |