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CVB Financial Corp (CVBF)

CUSIP: 126600105 | NYSE | Financial Services · Banks - Regional | Mid Cap | 828 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP10,148,185
0.0% of portfolio›$219.3M
Parallel Advisors, LLC3,496,597
1.0% of portfolio›$75.6M
Deprince Race & Zollo Inc1,839,754
0.7% of portfolio›$39.8M
Bank of New York Mellon Corp1,682,354
0.0% of portfolio›$36.4M
Principal Financial Group Inc799,268
0.0% of portfolio›$17.3M
Bernzott Capital Advisors418,246
3.9% of portfolio›$9.0M
Citigroup Inc347,540
0.0% of portfolio›$7.5M
Creative Planning237,317
0.0% of portfolio›$5.1M
Mutual of America Capital Management LLC200,571
0.0% of portfolio›$4.3M
Mirae Asset Global Investments Co., Ltd.159,342
0.0% of portfolio›$3.4M
Rosenthal | Henry Capital Advisors, Inc.123,534
2.5% of portfolio›$2.7M
Momentous Wealth Management, Inc.118,456
1.2% of portfolio›$2.6M
Thrivent Financial for Lutherans106,341
0.0% of portfolio›$2.3M
Illinois Municipal Retirement Fund86,430
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D76,470
0.0% of portfolio›$1.7M
Fifth Third Bancorp71,490
0.0% of portfolio›$1.5M
Louisiana State Employees Retirement System71,200
0.0% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC62,964
0.0% of portfolio›$1.4M
Lido Advisors, LLC52,940
0.0% of portfolio›$1.1M
Nisa Investment Advisors, LLC50,193
0.0% of portfolio›$1.1M
Arizona State Retirement System48,448
0.0% of portfolio›$1.0M
Commonwealth Equity Services, LLC47,738
0.0% of portfolio›$1.0M
D.A. Davidson & Co.47,012
0.0% of portfolio›$1.0M
Clifford Swan Investment Counsel LLC44,300
0.0% of portfolio›$957.3K
Amalgamated Bank43,455
0.0% of portfolio›$939.0K
Yousif Capital Management, LLC42,408
0.0% of portfolio›$916.4K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS39,394
0.0% of portfolio›$851.3K
Oregon Public Employees Retirement Fund37,549
0.0% of portfolio›$811.4K
Wealth Enhancement Advisory Services, LLC37,464
0.0% of portfolio›$610.8K
State of Alaska, Department of Revenue35,036
0.0% of portfolio›$757.0K
New York State Teachers Retirement System29,966
0.0% of portfolio›$648.0K
US Bancorp \de\29,610
0.0% of portfolio›$639.9K
Hennion & Walsh Asset Management, Inc.28,644
0.0% of portfolio›$619.0K
Pictet Asset Management Holding SA26,155
0.0% of portfolio›$565.2K
Virginia Retirement Systems ET Al25,600
0.0% of portfolio›$553.2K
Lazari Capital Management, Inc.24,376
0.2% of portfolio›$526.8K
ProShare Advisors LLC23,448
0.0% of portfolio›$506.7K
Basso Capital Management, L.P.21,137
0.1% of portfolio›$456.8K
Teza Capital Management LLC20,226
0.4% of portfolio›$437.1K
Evergreen Capital Management LLC20,037
0.0% of portfolio›$437.0K
Ethic Inc.16,866
0.0% of portfolio›$364.5K
Xponance LLC16,579
0.0% of portfolio›$358.3K
MGO One Seven LLC16,294
0.0% of portfolio›$352.1K
Quadrant Capital Group LLC15,673
0.0% of portfolio›$336.7K
CIBC Asset Management Inc14,410
0.0% of portfolio›$311.4K
Moss Adams Wealth Advisors LLC14,278
0.0% of portfolio›$310.6K
KWB Wealth14,049
0.0% of portfolio›$303.6K
HB Wealth Management, LLC13,416
0.0% of portfolio›$289.9K
Choreo, LLC13,092
0.0% of portfolio›$282.9K
Vise Technologies, Inc.12,977
0.0% of portfolio›$280.4K
Foronjy Financial LLC11,953
0.1% of portfolio›$258.3K
Profund Advisors LLC11,875
0.0% of portfolio›$256.6K
Cambridge Investment Research Advisors, Inc.11,857
0.0% of portfolio›$256.0K
Revolve Wealth Partners, LLC11,244
0.0% of portfolio›$243.0K
Private Management Group Inc10,727
0.0% of portfolio›$231.8K
Strs Ohio10,400
0.0% of portfolio›$224.7K
Swiss Life Asset Management Ltd10,316
0.0% of portfolio›$222.9K
HCR Wealth Advisors10,000
0.0% of portfolio›$216.1K
Gamma Investing LLC9,981
0.0% of portfolio›$215.7K
International Assets Investment Management, LLC9,584
0.0% of portfolio›$210.9K
Keybank National Association9,445
0.0% of portfolio›$204.1K
NorthCrest Asset Manangement, LLC9,383
0.0% of portfolio›$204.1K
Pinnacle Wealth Planning Services, Inc.8,391
0.0% of portfolio›$181.3K
Larson Financial Group LLC6,878
0.0% of portfolio›$148.6K
KBC Group NV5,684
0.0% of portfolio›$123.0K
Parkside Financial Bank & Trust4,080
0.0% of portfolio›$88.2K
Signaturefd, LLC3,608
0.0% of portfolio›$78.0K
Sterling Capital Management LLC3,352
0.0% of portfolio›$72.4K
PFS Partners, LLC3,135
0.0% of portfolio›$67.8K
Farther Finance Advisors, LLC2,130
0.0% of portfolio›$46.0K
Covestor Ltd1,929
0.1% of portfolio›$42.0K
Heritage Family Offices, LLP1,835
0.0% of portfolio›$39.7K
Versant Capital Management, Inc1,827
0.0% of portfolio›$39.5K
EverSource Wealth Advisors, LLC1,683
0.0% of portfolio›$36.4K
Bayforest Capital Ltd1,409
0.0% of portfolio›$30.4K
Blue Trust, Inc.1,167
0.0% of portfolio›$25.2K
Root Financial Partners, LLC1,113
0.0% of portfolio›$24.1K
Ascentis Independent Advisors1,043
0.0% of portfolio›$22.5K
MassMutual Private Wealth & Trust, FSB979
0.0% of portfolio›$21.2K
Salomon & Ludwin, LLC971
0.0% of portfolio›$21.0K
SJS Investment Consulting Inc.925
0.0% of portfolio›$20.0K
First Horizon Corp729
0.0% of portfolio›$15.8K
KFG LLC703
0.0% of portfolio›$15.2K
Mather Group, Llc.701
0.0% of portfolio›$15.1K
Ares Financial Consulting, LLC434
0.0% of portfolio›$9.4K
Essential Partners LLC412
0.0% of portfolio›$8.9K
Silver Grove Financial Group, Inc.382
0.0% of portfolio›$8.3K
Bare Financial Services, Inc364
0.0% of portfolio›$7.9K
IFP Advisors, Inc280
0.0% of portfolio›$6.1K
Physician Wealth Advisors, Inc.230
0.0% of portfolio›$5.0K
Mitsubishi UFJ Asset Management Co., Ltd.198
0.0% of portfolio›$4.3K
UMB Private Wealth Management, LLC168
0.0% of portfolio›$3.6K
Ascentis Wealth Management, LLC164
0.0% of portfolio›$3.5K
Assetmark, Inc154
0.0% of portfolio›$3.3K
Farmers & Merchants Investments Inc141
0.0% of portfolio›$3.0K
JFS Wealth Advisors, LLC129
0.0% of portfolio›$2.8K
Fortitude Family Office, LLC128
0.0% of portfolio›$2.8K
Bell Investment Advisors, Inc102
0.0% of portfolio›$2.2K
Creative Capital Management Investments LLC100
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC73
0.0% of portfolio›$1.6K
Private Wealth Management Group, LLC57
0.0% of portfolio›$1.2K
Retirement Wealth Solutions LLC44
0.0% of portfolio›$951
Financial Consulate, Inc43
0.0% of portfolio›$930
Valley National Advisers Inc41
0.0% of portfolio›$887
True Wealth Design, LLC40
0.0% of portfolio›$865
SBI Securities Co., Ltd.36
0.0% of portfolio›$778
DiNuzzo Private Wealth, Inc.31
0.0% of portfolio›$670
Bay Harbor Wealth Management, LLC24
0.0% of portfolio›$523
Gilpin Wealth Management, LLC23
0.0% of portfolio›$498
Inspire Investing, LLC22
0.0% of portfolio›$481
Breakwater Investment Management18
0.0% of portfolio›$389
GHP Investment Advisors, Inc.12
0.0% of portfolio›$260
Davis Capital Management9
0.0% of portfolio›$194
GK Wealth Management LLC6
0.0% of portfolio›$136
DecisionPoint Financial, LLC6
0.0% of portfolio›$133
Torren Management, LLC2
0.0% of portfolio›$41
Maryland Capital Advisors Inc.2
0.0% of portfolio›$44
Signature Resources Capital Management, LLC1
0.0% of portfolio›$22
TD Waterhouse Canada Inc.1
0.0% of portfolio›$22
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
10,148,185$219.3M0.0%IndexLowAustin, TX2026-11-04
Parallel Advisors, LLC
3,496,597$75.6M1.0%IndexLowSan Francisco, CA2026-11-03
Deprince Race & Zollo Inc
1,839,754$39.8M0.7%Deep ValueHighWinter Park, FL2026-10-13
Bank of New York Mellon Corp
1,682,354$36.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
799,268$17.3M0.0%CoreLowDes Moines, IA2026-11-02
Bernzott Capital Advisors
418,246$9.0M3.9%YieldMediumCamarillo, CA2026-10-29
Citigroup Inc
347,540$7.5M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
237,317$5.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Mutual of America Capital Management LLC
200,571$4.3M0.0%IndexLowNew York, NY2026-10-23
Mirae Asset Global Investments Co., Ltd.
159,342$3.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Rosenthal | Henry Capital Advisors, Inc.
123,534$2.7M2.5%Deep ValueLowMishawaka, IN2026-10-27
Momentous Wealth Management, Inc.
118,456$2.6M1.2%ETFVery LowVancouver, WA2026-10-21
Thrivent Financial for Lutherans
106,341$2.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
86,430$1.9M0.0%CoreMediumOak Brook, IL2026-11-05
State of New Jersey Common Pension Fund D
76,470$1.7M0.0%CoreLowTrenton, NJ2026-11-05
Fifth Third Bancorp
71,490$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Louisiana State Employees Retirement System
71,200$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Robertson Stephens Wealth Management, LLC
62,964$1.4M0.0%ETFMediumSan Francisco, CA2026-10-16
Lido Advisors, LLC
52,940$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Nisa Investment Advisors, LLC
50,193$1.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Arizona State Retirement System
48,448$1.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth Equity Services, LLC
47,738$1.0M0.0%ETFLowWaltham, MA2026-11-02
D.A. Davidson & Co.
47,012$1.0M0.0%CoreLowGreat Falls, MT2026-10-28
Clifford Swan Investment Counsel LLC
44,300$957.3K0.0%CoreVery LowPasadena, CA2026-11-05
Amalgamated Bank
43,455$939.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
42,408$916.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
39,394$851.3K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
37,549$811.4K0.0%IndexVery LowTigard, OR2026-10-30
Wealth Enhancement Advisory Services, LLC
37,464$610.8K0.0%CoreLowPlymouth, MN2026-10-13
State of Alaska, Department of Revenue
35,036$757.0K0.0%CoreVery LowJuneau, AK2026-10-15
New York State Teachers Retirement System
29,966$648.0K0.0%CoreVery LowAlbany, NY2026-10-22
US Bancorp \de\
29,610$639.9K0.0%IndexLowMinneapolis, MN2026-11-05
Hennion & Walsh Asset Management, Inc.
28,644$619.0K0.0%ValueMediumParsippany, NJ2026-10-13
Pictet Asset Management Holding SA
26,155$565.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Virginia Retirement Systems ET Al
25,600$553.2K0.0%CoreMediumRichmond, VA2026-10-28
Lazari Capital Management, Inc.
24,376$526.8K0.2%GrowthLowBurbank, CA2026-10-20
ProShare Advisors LLC
23,448$506.7K0.0%GrowthLowBethesda, MD2026-10-29
Basso Capital Management, L.P.
21,137$456.8K0.1%ETFMediumStamford, CT2026-10-30
Teza Capital Management LLC
20,226$437.1K0.4%ValueHighAustin, TX2026-10-23
Evergreen Capital Management LLC
20,037$437.0K0.0%GARPMediumBellevue, WA2026-10-23
Ethic Inc.
16,866$364.5K0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
16,579$358.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
MGO One Seven LLC
16,294$352.1K0.0%GrowthLowBeachwood, OH2026-10-28
Quadrant Capital Group LLC
15,673$336.7K0.0%CoreLowCincinnati, OH2026-10-20
CIBC Asset Management Inc
14,410$311.4K0.0%GARPLowToronto, South Africa2026-11-05
Moss Adams Wealth Advisors LLC
14,278$310.6K0.0%ETFLowSeattle, WA2026-10-28
KWB Wealth
14,049$303.6K0.0%ETFMediumRedlands, CA2026-10-16
HB Wealth Management, LLC
13,416$289.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
13,092$282.9K0.0%IndexLowRockford, IL2026-10-28
Vise Technologies, Inc.
12,977$280.4K0.0%IndexLowNew York, NY2026-10-29
Foronjy Financial LLC
11,953$258.3K0.1%ETFLowLos Osos, CA2026-10-14
Profund Advisors LLC
11,875$256.6K0.0%GrowthLowBethesda, MD2026-10-29
Cambridge Investment Research Advisors, Inc.
11,857$256.0K0.0%ETFLowFairfield, IA2026-11-02
Revolve Wealth Partners, LLC
11,244$243.0K0.0%ETFVery LowHackensack, NJ2026-10-23
Private Management Group Inc
10,727$231.8K0.0%YieldLowIrvine, CA2026-11-04
Strs Ohio
10,400$224.7K0.0%CoreMediumColumbus, OH2026-10-30
Swiss Life Asset Management Ltd
10,316$222.9K0.0%CoreLowZurich, Switzerland2026-11-03
HCR Wealth Advisors
10,000$216.1K0.0%GrowthLowLos Angeles, CA2026-10-15
Gamma Investing LLC
9,981$215.7K0.0%IndexVery LowFoster City, CA2026-10-08
International Assets Investment Management, LLC
9,584$210.9K0.0%CoreVery HighOrlando, FL2026-11-02
Keybank National Association
9,445$204.1K0.0%CoreLowBrooklyn, OH2026-11-04
NorthCrest Asset Manangement, LLC
9,383$204.1K0.0%GrowthLowPlymouth, MN2026-10-13
Pinnacle Wealth Planning Services, Inc.
8,391$181.3K0.0%GARPLowMansfield, OH2026-10-27
Larson Financial Group LLC
6,878$148.6K0.0%GrowthLowSt Louis, MO2026-11-05
KBC Group NV
5,684$123.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Parkside Financial Bank & Trust
4,080$88.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signaturefd, LLC
3,608$78.0K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
3,352$72.4K0.0%GARPMediumCharlotte, NC2026-10-22
PFS Partners, LLC
3,135$67.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
Farther Finance Advisors, LLC
2,130$46.0K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
1,929$42.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Heritage Family Offices, LLP
1,835$39.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Versant Capital Management, Inc
1,827$39.5K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
1,683$36.4K0.0%CoreMediumBirmingham, AL2026-11-04
Bayforest Capital Ltd
1,409$30.4K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Blue Trust, Inc.
1,167$25.2K0.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
1,113$24.1K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Independent Advisors
1,043$22.5K0.0%ETFLowDallas, TX2026-11-03
MassMutual Private Wealth & Trust, FSB
979$21.2K0.0%CoreLowSpringfield, MA2026-10-05
Salomon & Ludwin, LLC
971$21.0K0.0%ETFVery LowRichmond, VA2026-10-29
SJS Investment Consulting Inc.
925$20.0K0.0%ETFVery LowSylvania, OH2026-10-26
First Horizon Corp
729$15.8K0.0%CoreLowMemphis, TN2026-10-26
KFG LLC
703$15.2K0.0%ETFN/ARapid City, SD2026-11-02
Mather Group, Llc.
701$15.1K0.0%ETFMediumChicago, IL2026-10-14
Ares Financial Consulting, LLC
434$9.4K0.0%CoreLowCalabasas, CA2026-10-19
Essential Partners LLC
412$8.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Silver Grove Financial Group, Inc.
382$8.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Bare Financial Services, Inc
364$7.9K0.0%ETFVery LowGap, PA2026-11-04
IFP Advisors, Inc
280$6.1K0.0%GrowthLowTampa, FL2026-10-16
Physician Wealth Advisors, Inc.
230$5.0K0.0%ETFMediumMidvale, UT2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
198$4.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
UMB Private Wealth Management, LLC
168$3.6K0.0%GrowthN/AKansas City, MO2026-10-19
Ascentis Wealth Management, LLC
164$3.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Assetmark, Inc
154$3.3K0.0%ETFLowConcord, CA2026-10-21
Farmers & Merchants Investments Inc
141$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
129$2.8K0.0%ETFVery LowHermitage, PA2026-11-03
Fortitude Family Office, LLC
128$2.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Bell Investment Advisors, Inc
102$2.2K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Capital Management Investments LLC
100$2.2K0.0%ETFLowSan Diego, CA2026-10-28
Provenance Wealth Advisors, LLC
73$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Wealth Management Group, LLC
57$1.2K0.0%ETFLowPrinceton, NJ2026-10-19
Retirement Wealth Solutions LLC
44$9510.0%ETFLowMarshfield, WI2026-10-07
Financial Consulate, Inc
43$9300.0%ETFLowHunt Valley, MD2026-10-23
Valley National Advisers Inc
41$8870.0%ETFLowBethlehem, PA2026-10-23
True Wealth Design, LLC
40$8650.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
36$7780.0%Agg GrowthLowTokyo, Mexico2026-10-22
DiNuzzo Private Wealth, Inc.
31$6700.0%ETFLowBeaver, PA2026-10-16
Bay Harbor Wealth Management, LLC
24$5230.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
23$4980.0%GrowthLowDenver, CO2026-10-09
Inspire Investing, LLC
22$4810.0%GARPHighMeridian, ID2026-10-22
Breakwater Investment Management
18$3890.0%ETFLowSeattle, WA2026-10-20
GHP Investment Advisors, Inc.
12$2600.0%CoreVery LowDenver, CO2026-10-15
Davis Capital Management
9$1940.0%CoreLowJacksonville, FL2026-10-08
GK Wealth Management LLC
6$1360.0%GARPVery HighReno, NV2026-10-09
DecisionPoint Financial, LLC
6$1330.0%ETFVery LowMesa, AZ2026-10-27
Torren Management, LLC
2$410.0%ETFMediumSan Diego, CA2026-10-29
Maryland Capital Advisors Inc.
2$440.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$220.0%ETFLowNewport Beach, CA2026-10-16
TD Waterhouse Canada Inc.
1$220.0%CoreLowToronto, Australia2026-10-16