Who Owns MVB Financial Stock?
NASDAQ: MVBFFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 60.35%
- Held by insiders
- 10.42%
- Institutional holders
- 154
- Institutions 60.3%
- Insiders 10.4%
- Public and other 29.2%
Who owns MVB Financial stock?
Institutional investors own about 60.3% of MVB Financial's shares, spread across 154 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 10.42% of MVBF.
The largest institutional holders are Wellington Management Group, LLP (15.55%), Blackrock Inc. (9.17%) and Dimensional Fund Advisors LP (4.70%). Together, the top 10 institutions control 46.3% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their MVBF positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MVBF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Wellington Management Group, LLP | 1.76M | 15.55% | -0.2% |
| Blackrock Inc. | 1.04M | 9.17% | +10.7% |
| Dimensional Fund Advisors LP | 533.01K | 4.70% | +5.2% |
| Vanguard Capital Management LLC | 517.57K | 4.57% | +2.5% |
| Geode Capital Management, LLC | 311.40K | 2.75% | +15.4% |
| Ameriprise Financial, Inc. | 276.86K | 2.44% | +12.2% |
| Basswood Capital Management, L.L.C. | 257.73K | 2.27% | +120.1% |
| State Street Corporation | 243.88K | 2.15% | +0.7% |
| Endeavour Capital Advisors Inc | 182.72K | 1.61% | -2.8% |
| Kennedy Capital Management, LLC | 122.45K | 1.08% | -1.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MVBF
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 371.93K | 3.28% |
| iShares Trust-iShares Russell 2000 ETF | 320.05K | 2.82% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund | 190.59K | 1.68% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 134.59K | 1.19% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 130.01K | 1.15% |
| iShares Trust-iShares Russell 2000 Value ETF | 123.44K | 1.09% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 85.41K | 0.75% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 70.33K | 0.62% |
| Diamond Hill Funds-Diamond Hill Small Cap Fund | 61.48K | 0.54% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 60.00K | 0.53% |
Frequently asked questions
Who is the largest shareholder of MVB Financial?
Wellington Management Group, LLP is the largest institutional shareholder of MVBF, owning 15.55% of shares outstanding (1.76M shares) as of its latest 13F filing.
What percentage of MVB Financial is owned by institutions?
Institutions own about 60.3% of MVBF shares and 67.4% of the public float.
How much of MVB Financial do insiders own?
Insiders, such as officers and directors, own about 10.42% of MVBF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.