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BVFL · BV Financial, Inc.

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$20.67 -0.70 (-3.25%) At close · Jul 29
Market Cap
$178.98M
Shares
8.66M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 70
Total Value: $64,042,886
Total Shares: 3,341,403

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 68 13F filers
Top Holder
24.9%
Sep 2023 → Mar 2026 · range 21.3% – 34.0%
of institutional value
Top 5
61.9%
Sep 2023 → Mar 2026 · range 61.9% – 83.8%
of institutional value
Top 10
79.4%
Sep 2023 → Mar 2026 · range 79.4% – 97.7%
of institutional value
HHI
1,154
Sep 2023 → Mar 2026 · range 1,104 – 2,241
Broadly held
Showing 70 of 70
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega ALLIANCEBERNSTEIN L.P. $15,985,058 24.96% 835,165
Mega BlackRock, Inc. $10,858,982 16.96% 567,345
Mega VANGUARD CAPITAL MANAGEMENT LLC $7,109,686 11.10% 371,457
Mega GEODE CAPITAL MANAGEMENT, LLC $3,167,822 4.95% 165,508
Mid GENDELL JEFFREY L $2,703,754 4.22% 141,262
Small Oppenheimer & Close, LLC $2,574,961 4.02% 134,533
Mega DIMENSIONAL FUND ADVISORS LP $2,314,656 3.61% 120,933
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $2,205,846 3.44% 115,248
Mega RAYMOND JAMES FINANCIAL INC $2,106,758 3.29% 110,071
Mega STATE STREET CORP $2,029,643 3.17% 106,042
Micro STILWELL VALUE LLC $1,722,600 2.69% 90,000
Mega GOLDMAN SACHS GROUP INC $1,201,072 1.88% 62,752
Small Beartown Capital Management, LLC $1,160,190 1.81% 60,616
Mega NORTHERN TRUST CORP Bank $965,955 1.51% 50,468
Mega VANGUARD FIDUCIARY TRUST CO Bank $870,506 1.36% 45,481
Large VANGUARD PORTFOLIO MANAGEMENT LLC $762,422 1.19% 39,834
Mega HSBC HOLDINGS PLC $725,846 1.13% 37,923
Large PANAGORA ASSET MANAGEMENT INC $541,374 0.85% 28,285
Mega BANK OF AMERICA CORP /DE/ Bank $454,976 0.71% 23,771
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $451,148 0.70% 23,571
Small COURIER CAPITAL LLC $442,937 0.69% 20,913
Mega BARCLAYS PLC $441,712 0.69% 23,078
Mega MORGAN STANLEY $417,383 0.65% 21,807
Large Empowered Funds, LLC $393,728 0.61% 20,571
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $385,785 0.60% 20,156
Small Saber Capital Managment, LLC $366,710 0.57% 17,314
Mega Bank of New York Mellon Corp Bank $341,380 0.53% 17,836
Large STRS OHIO $250,734 0.39% 13,100
Mega RHUMBLINE ADVISERS $194,921 0.30% 10,184
Large LOS ANGELES CAPITAL MANAGEMENT LLC $137,846 0.22% 7,202
Small Covestor Ltd $92,197 0.14% 4,817
Mega UBS Group AG $77,191 0.12% 4,033
Mega Vanguard Global Advisers, LLC $72,004 0.11% 3,762
Mega DEUTSCHE BANK AG\ Bank $62,243 0.10% 3,252
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $61,439 0.10% 3,210
Mega JPMORGAN CHASE & CO $55,313 0.09% 2,890
Mega WELLS FARGO & COMPANY/MN $49,686 0.08% 2,596
Large Police & Firemen's Retirement System of New Jersey Pension $41,533 0.06% 1,961
Small HARBOR INVESTMENT ADVISORY, LLC $32,405 0.05% 1,530
Mega BNP PARIBAS ARBITRAGE, SA $31,906 0.05% 1,667
Large Russell Investments Group, Ltd. $27,982 0.04% 1,462
Mid Tower Research Capital LLC (TRC) $26,566 0.04% 1,388
Mega CITIGROUP INC $25,761 0.04% 1,346
Mid Blue Trust, Inc. $22,662 0.04% 1,070
Mid Ameritas Investment Partners, Inc. $16,919 0.03% 884
Mega Legal & General Group Plc $9,723 0.02% 508
Large CWM, LLC $9,340 0.01% 488
Mega FMR LLC $7,425 0.01% 388
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $7,273 0.01% 380
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $6,354 0.01% 300
Mega ROYAL BANK OF CANADA Bank $5,933 0.01% 310
Small State of Wyoming $4,517 0.01% 236
Mid Sterling Capital Management LLC $2,711 0.00% 128
Small Essential Partners LLC $2,201 0.00% 115
Mid EverSource Wealth Advisors, LLC $1,545 0.00% 73
Micro Avion Wealth $957 0.00% 50
Mid GAMMA Investing LLC $762 0.00% 36
Small Physician Wealth Advisors, Inc. $529 0.00% 25
Mega PNC FINANCIAL SERVICES GROUP, INC. $421 0.00% 22
Mid Farther Finance Advisors, LLC $232 0.00% 11
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $210 0.00% 11
Mid IFP Advisors, Inc $127 0.00% 6
Mid Allworth Financial LP $114 0.00% 6
Small Fortitude Family Office, LLC Family Office $63 0.00% 3
Mid MAI Capital Management $57 0.00% 3
Mid ROTHSCHILD INVESTMENT LLC $57 0.00% 3
Small Basecamp Wealth Advisors LLC $57 0.00% 3
Micro True Wealth Design, LLC $42 0.00% 2
Mid Arax Advisory Partners $19 0.00% 1
Small Sunbelt Securities, Inc. Broker-Dealer $19 0.00% 1
Key facts CIK 1302387 CUSIP 05603E208 13F (30d) 14 filings 14 filers Visit website Investor relations

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