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 | 1,766,203 | 43,854 | 0.01% | 0.01% | 1 | -9,646 | -0.54% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 939,037 | 23,316 | 0.0% | 0.0% | 2 | -13,999 | -1.47% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 634,414 | 16,386 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 506,608 | 12,579 | 0.0% | 0.0% | 4 | +19,650 | 4.04% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 504,844 | 12,535 | 0.0% | — | 5 | +504,844 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 269,910 | 6,703 | 0.0% | 0.0% | 6 | +3,919 | 1.47% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 246,762 | 6,127 | 0.0% | 0.0% | 7 | +8,592 | 3.61% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 242,215 | 6,014 | 0.0% | 0.0% | 8 | +4,034 | 1.69% | Q1 2026 | May 15, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 187,919 | 4,666 | 1.06% | 1.35% | 9 | -100 | -0.05% | Q1 2026 | May 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 124,365 | 3,087 | 0.07% | 0.07% | 10 | +3,641 | 3.02% | Q1 2026 | May 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | New | 117,116 | 2,907 | 0.14% | — | 11 | +117,116 | New | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 115,674 | 2,872 | 0.06% | 0.06% | 12 | -1,451 | -1.24% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 112,443 | 2,787 | 0.0% | 0.0% | 13 | +33,940 | 43.23% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 91,835 | 2,280 | 0.0% | 0.0% | 14 | +17,183 | 23.02% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | Added to | 91,244 | 2,265 | 0.42% | 0.18% | 15 | +56,200 | 160.37% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 88,283 | 2,192 | 0.0% | 0.0% | 16 | +3,552 | 4.19% | Q1 2026 | May 14, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 87,409 | 2,170 | 0.01% | 0.01% | 17 | +22,961 | 35.63% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 84,824 | 2,106 | 0.03% | 0.04% | 18 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 77,861 | 1,933 | 0.0% | — | 19 | +77,861 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 77,551 | 1,925 | 0.0% | 0.0% | 20 | -37,707 | -32.72% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 72,567 | 1,801 | 0.0% | 0.0% | 21 | +13,704 | 23.28% | Q1 2026 | May 15, 2026 |
| Ategra Capital Management, LLC | History | Reduced | 71,131 | 1,766 | 0.88% | 1.36% | 22 | -39,413 | -35.65% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 64,718 | 1,606 | 0.0% | — | 23 | +64,718 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 60,981 | 1,514 | 0.0% | 0.0% | 24 | -14,638 | -19.36% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 59,370 | 1,474 | 0.0% | — | 25 | +59,370 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 57,897 | 1,437 | 0.0% | 0.0% | 26 | +2,593 | 4.69% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 55,331 | 1,429 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 54,309 | 1,348 | 0.0% | 0.0% | 28 | +3,806 | 7.54% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 52,821 | 1,311 | 0.0% | — | 29 | +52,821 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 49,615 | 1,231 | 0.0% | 0.0% | 30 | -14,683 | -22.84% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 45,841 | 1,138 | 0.0% | 0.0% | 31 | +4,160 | 9.98% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 39,945 | 992 | 0.0% | 0.0% | 32 | +3,792 | 10.49% | Q1 2026 | May 15, 2026 |
| Sippican Capital Advisors | History | Reduced | 39,918 | 991 | 0.68% | 0.69% | 33 | -1,435 | -3.47% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | New | 37,845 | 939 | 0.01% | — | 34 | +37,845 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 37,000 | 918 | 0.0% | — | 35 | +37,000 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 33,740 | 837 | 0.0% | — | 36 | +33,740 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,625 | 810 | 0.0% | 0.0% | 37 | +5,229 | 19.09% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 32,411 | 804 | 0.0% | 0.0% | 38 | -66 | -0.2% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 29,900 | 772 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 29,184 | 724 | 0.0% | 0.0% | 40 | -3,233 | -9.97% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,537 | 708 | 0.0% | 0.0% | 41 | +722 | 2.6% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,500 | 707 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 27,470 | 682 | 0.0% | 0.0% | 43 | +1,350 | 5.17% | Q1 2026 | May 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 27,293 | 677 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 25,877 | 642 | 0.04% | 0.04% | 45 | -4,002 | -13.39% | Q1 2026 | Apr 20, 2026 |
| Trexquant Investment LP | History | Reduced | 25,530 | 633 | 0.0% | 0.01% | 46 | -3,934 | -13.35% | Q1 2026 | May 15, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 23,622 | 586 | 0.31% | 0.46% | 47 | -9,659 | -29.02% | Q1 2026 | Apr 20, 2026 |
| Daytona Street Capital LLC | History | No change | 19,620 | 498 | 0.38% | 0.39% | 48 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 19,440 | 482 | 0.0% | 0.0% | 49 | -3,160 | -13.98% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 18,510 | 459 | 0.0% | 0.0% | 50 | -33,230 | -64.22% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 17,921 | 444 | 0.0% | 0.0% | 51 | +120 | 0.67% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 15,683 | 389 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 14,703 | 365 | 0.0% | 0.0% | 53 | -14,918 | -50.36% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,405 | 357 | 0.0% | 0.0% | 54 | -2,163 | -13.06% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,975 | 346 | 0.0% | 0.0% | 55 | -6,235 | -30.85% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,198 | 302 | 0.0% | 0.0% | 56 | -2,315 | -15.95% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,627 | 288 | 0.0% | 0.0% | 57 | +686 | 6.27% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 10,974 | 272 | 0.0% | — | 58 | +10,974 | New | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,827 | 269 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 10,743 | 266 | 0.0% | 0.0% | 60 | -10,748 | -50.01% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | New | 10,641 | 264 | 0.01% | — | 61 | +10,641 | New | Q1 2026 | Apr 20, 2026 |
| Invesco Ltd. | History | Reduced | 10,298 | 255 | 0.0% | 0.0% | 62 | -1,159 | -10.12% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,316 | 231 | 0.0% | 0.0% | 63 | +79 | 0.86% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | No change | 8,900 | 220 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,499 | 211 | 0.0% | 0.0% | 65 | +2,031 | 31.4% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,051 | 199 | 0.0% | 0.0% | 66 | +5,496 | 215.11% | Q1 2026 | May 12, 2026 |
| Canton Hathaway, LLC | History | No change | 7,574 | 188 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,765 | 167 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,349 | 157 | 0.0% | 0.0% | 69 | -227 | -3.45% | Q1 2026 | May 14, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | New | 5,400 | 134 | 0.03% | — | 70 | +5,400 | New | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,312 | 131 | 0.0% | 0.0% | 71 | +136 | 2.63% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,796 | 119 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,598 | 115 | 0.0% | 0.0% | 73 | -2,426 | -34.54% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,229 | 105 | 0.0% | — | 74 | +4,229 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,731 | 92 | 0.0% | 0.0% | 75 | +3,244 | 666.12% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,066 | 76 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,163 | 53 | 0.01% | 0.01% | 77 | +100 | 4.85% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Reduced | 2,076 | 51 | 0.0% | 0.0% | 78 | -7 | -0.34% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 1,845 | 45 | 0.0% | 0.0% | 79 | +471 | 34.28% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,659 | 41 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,612 | 40 | 0.0% | — | 81 | +1,612 | New | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,120 | 27 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,059 | 26 | 0.0% | 0.0% | 83 | -78 | -6.86% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | No change | 1,042 | 25 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 848 | 21 | 0.0% | 0.0% | 85 | -13 | -1.51% | Q1 2026 | Apr 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 751 | 18 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 605 | 15 | 0.0% | 0.0% | 87 | -82 | -11.94% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 550 | 13 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 392 | 9 | 0.0% | 0.0% | 91 | +339 | 639.62% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 370 | 9 | 0.0% | 0.0% | 90 | -275 | -42.64% | Q1 2026 | Apr 22, 2026 |
| CITY HOLDING CO | History | No change | 380 | 9 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 361 | 8 | 0.0% | — | 94 | +361 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 328 | 8 | 0.0% | 0.0% | 93 | +128 | 64.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 336 | 8 | 0.0% | 0.0% | 92 | +7 | 2.13% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | No change | 300 | 7 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 256 | 6 | 0.0% | — | 96 | +235 | 1119.05% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 177 | 4 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 146 | 3 | 0.0% | — | 99 | +113 | 342.42% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 124 | 3 | 0.0% | 0.0% | 101 | +24 | 24.0% | Q1 2026 | Jun 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 150 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 110 | 2 | 0.0% | — | 104 | +110 | New | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 103 | 2 | 0.0% | 0.0% | 103 | -73 | -41.48% | Q1 2026 | May 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 112 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | No change | 42 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,912 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,300 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -20,770 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,885 | -100.0% | Q1 2026 | May 13, 2026 |
| JCSD Capital, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -10,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,322 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,300 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10 | 0 | — | 0.0% | — | -492 | -98.01% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -369 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 22 | 0 | — | — | — | -1 | -4.35% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |