MVBF · Mvb Financial Corp · Shareholders & Ownership

$29.33 +0.22 (+0.74%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$380.27M

12.97M

Volume · Oct 20 56.18K Avg daily vol (3M) 53.99K

Every disclosed holder of MVBF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MVBF

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	108	7,527,630	58.05%	Yes
Insiders (Forms 3, 4, 5)	15	1,222,545	9.43%	Yes
13D/G-only blocks	1	728,409	5.62%	Yes
Remaining	—	3,488,923	26.91%	Rest
Registered funds (N-PORT, not summed)	148	2,629,642	20.28%	No

Shares outstanding: 12,967,507, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MVBF

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,763,416	13.60%	-2,787	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,039,372	8.02%	+100,335	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	324,944	2.51%	+31,141	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	124,768	0.96%	+28,353	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	40,764	0.31%	+12,415	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	19,792	0.15%	+39	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares Russell 3000 ETF Fund S000004341 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,614	0.04%	-42	Jun 30, 2026	iShares Trust, not summed
3	Mazza Larry F Insider CIK 1331390 · May 1, 2026 Director, President & CEO, issuer-wide	750,910	5.79%	+19,006	May 1, 2026	Director, President & CEO, issuer-wide
4	Bay Pond Partners, L.P. 13G CIK 936872 · Unknown · Jul 17, 2025 Rule 13d-1(c), passive investor	728,409	5.62%	+162,128	Jul 17, 2025	Rule 13d-1(c), passive investor
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	533,007	4.11%	+26,399	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	85,411	0.66%	+8,922	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	70,332	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	46,921	0.36%	+600	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	44,072	0.34%	+943	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	43,884	0.34%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	517,571	3.99%	+12,727	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	371,925	2.87%	+16,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	311,400	2.40%	+41,490	Jun 30, 2026	carried, not yet filed for the newest quarter
9	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,860	2.14%	+30,098	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	190,592	1.47%	+11,800	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
9.2	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	34,491	0.27%	-1,200	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
10	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	257,731	1.99%	+140,615	Jun 30, 2026	carried, not yet filed for the newest quarter
11	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	243,885	1.88%	+1,670	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,773	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	241	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
11.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	142	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12	ENDEAVOUR CAPITAL ADVISORS INC 13F CIK 1218749 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,719	1.41%	-5,200	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	134,591	1.04%	-473	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	Ebert John W Insider CIK 1343277 · Jun 1, 2026 Director, issuer-wide	123,654	0.95%	+4,792	Jun 1, 2026	Director, issuer-wide
15	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	122,447	0.94%	-1,918	Jun 30, 2026	carried, not yet filed for the newest quarter
16	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	116,010	0.89%	+24,766	Jun 30, 2026	carried, not yet filed for the newest quarter
17	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,129	0.86%	+24,720	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	DIAMOND HILL SMALL CAP FUND Fund S000003154 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	61,482	0.47%	+9,011	Jun 30, 2026	Diamond Hill Funds, not summed
18	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	100,404	0.77%	-12,039	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Nelson Kelly R Insider CIK 1315984 · Jun 1, 2026 Director, issuer-wide	98,786	0.76%	+4,001	Jun 1, 2026	Director, issuer-wide
20	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,345	0.76%	-17,329	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	32,600	0.25%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
20.2	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	24,929	0.19%	-20,300	Jun 30, 2026	Bridgeway Funds, Inc., not summed
21	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	92,992	0.72%	+4,709	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,236	0.05%	+836	Jun 30, 2026	Northern Funds, not summed
22	Pure Financial Advisors, LLC 13F CIK 1571556 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,824	0.65%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	79,559	0.61%	+14,841	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	78,124	0.60%	+263	Jun 30, 2026	carried, not yet filed for the newest quarter
25	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	77,679	0.60%	+1,444	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Kestra Advisory Services, LLC 13F CIK 1830819 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	75,000	0.58%	+75,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Robinson Donald T Insider CIK 1349037 · May 1, 2025 President and CFO, issuer-wide	70,550	0.54%	—	May 1, 2025	President and CFO, issuer-wide
28	BECKER W MARSTON Insider CIK 1054153 · Jun 1, 2025 Director, issuer-wide	64,202	0.50%	+4,143	Jun 1, 2025	Director, issuer-wide
29	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	61,656	0.48%	-15,895	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	61,345	0.47%	+3,448	Jun 30, 2026	carried, not yet filed for the newest quarter
31	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,770	0.46%	+400	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	15,100	0.12%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
32	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	57,696	0.44%	+2,419	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
33	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	56,957	0.44%	+7,342	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	181	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
34	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,331	0.43%	+1,000	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,004	0.43%	+22,264	Jun 30, 2026	carried, not yet filed for the newest quarter
36	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,840	0.43%	-5,141	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	54,309	0.42%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	47,096	0.36%	+1,255	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	26,140	0.20%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
38.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	15,657	0.12%	+1,255	Jul 31, 2026	TIAA-CREF Funds, not summed
38.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	180	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
38.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	142	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
39	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,982	0.36%	+7,037	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,908	0.08%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
39.2	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,788	0.01%	+515	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,309	0.36%	-6,512	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Cerity Partners LLC 13F CIK 1566475 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,126	0.36%	+13,715	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,816	0.31%	+2,971	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	40,816	0.31%	+2,971	Jun 30, 2026	EA Series Trust, not summed
43	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	40,487	0.31%	-32,080	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	13,700	0.11%	+4,416	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
44	Sippican Capital Advisors 13F CIK 1557406 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,918	0.31%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,132	0.29%	+5,507	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Spielman Cheryl Insider CIK 1777751 · Jun 1, 2026 Director, issuer-wide	33,674	0.26%	+4,001	Jun 1, 2026	Director, issuer-wide
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	33,520	0.26%	+4,336	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	28,889	0.22%	+4,320	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	4,605	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
48	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	33,388	0.26%	-23,582	May 31, 2026	American Century ETF Trust, not summed
49	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	32,849	0.25%	+4,312	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Greathouse Craig Bradley Insider CIK 1819841 · May 1, 2026 Chief Administrative Officer, issuer-wide	31,398	0.24%	+5,895	May 1, 2026	Chief Administrative Officer, issuer-wide

20 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 205 holders

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Key facts CIK 1277902 CUSIP 553810102 13F (30d) 13 filings 13 filers Visit website Investor relations