IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

MVB Financial Corp (MVBF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares556,156 from 533,007
Change+23,149 (+4%)
Value$16.2M (+$699.6K)
Filed 2026-11-04
Kestra Advisory Services, LLC
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$2.2M (+$3.8K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares60,025 from 61,345
Change-1,320 (-2%)
Value$1.7M (-$35.3K)
Filed 2026-11-05
Sippican Capital Advisors
DECREASED
Shares38,964 from 39,918
Change-954 (-2%)
Value$1.1M (-$25.7K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares25,877 from 25,877
Change0 (0%)
Value$752.0K (+$1.3K)
Filed 2026-10-16
Hoge Financial Services, LLC
INCREASED
Shares23,893 from 23,764
Change+129 (+1%)
Value$694.3K (+$4.9K)
Filed 2026-11-05
Daytona Street Capital LLC
UNCHANGED
Shares19,620 from 19,620
Change0 (0%)
Value$593.3K (+$32.8K)
Filed 2026-10-15
Barclays PLC
INCREASED
Shares16,899 from 13,936
Change+2,963 (+21%)
Value$491.1K (+$86.8K)
Filed 2026-11-06
First National Trust Co
UNCHANGED
Shares15,683 from 15,683
Change0 (0%)
Value$455.7K (+$784)
Filed 2026-10-28
Strs Ohio
INCREASED
Shares15,300 from 10,900
Change+4,400 (+40%)
Value$444.6K (+$128.4K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares10,770 from 20,770
Change-10,000 (-48%)
Value$313.0K (-$289.6K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares9,316 from 9,316
Change0 (0%)
Value$270.7K (+$464)
Filed 2026-11-06
Canton Hathaway, LLC
UNCHANGED
Shares7,574 from 7,574
Change0 (0%)
Value$220.1K (+$378)
Filed 2026-10-23
Pier 88 Investment Partners LLC
INCREASED
Shares2,900 from 1,000
Change+1,900 (+190%)
Value$84.3K (+$55.3K)
Filed 2026-11-06
Versant Capital Management, Inc
UNCHANGED
Shares2,163 from 2,163
Change0 (0%)
Value$62.9K (+$108)
Filed 2026-10-02
Citigroup Inc
DECREASED
Shares1,714 from 6,431
Change-4,717 (-73%)
Value$49.8K (-$136.8K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares857 from 848
Change+9 (+1%)
Value$24.9K (+$304)
Filed 2026-10-08
State of Alaska, Department of Revenue
UNCHANGED
Shares751 from 751
Change0 (0%)
Value$21 ($0)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$16.0K (+$27)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$11.0K (+$19)
Filed 2026-10-19
Spire Wealth Management
NEW
Shares350
Change+350
Value$10.2K
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares235 from 239
Change-4 (-2%)
Value$6.8K (-$104)
Filed 2026-10-22
Nisa Investment Advisors, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$5.1K (+$9)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$4.0K (+$7)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares90 from 62
Change+28 (+45%)
Value$2.6K (+$818)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares72 from 63
Change+9 (+14%)
Value$2.1K (+$264)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$2.0K (+$3)
Filed 2026-10-23
Essential Partners LLC
INCREASED
Shares64 from 57
Change+7 (+12%)
Value$1.9K (+$206)
Filed 2026-10-14
SJS Investment Consulting Inc.
NEW
Shares47
Change+47
Value$1.4K
Filed 2026-10-26
True Wealth Design, LLC
INCREASED
Shares20 from 17
Change+3 (+18%)
Value$582 (+$88)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares19
Change+19
Value$552
Filed 2026-10-21
Larson Financial Group LLC
NEW
Shares19
Change+19
Value$552
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares16 from 12
Change+4 (+33%)
Value$465 (+$117)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares15 from 2
Change+13 (+650%)
Value$436 (+$378)
Filed 2026-10-08
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$29 ($0)
Filed 2026-10-22
Covestor Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
First Horizon Corp
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-26
Wellington Management Group LLP
N/A
Shares— from 1,763,416
Change-1,763,416 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,039,372
Change-1,039,372 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 517,571
Change-517,571 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 311,400
Change-311,400 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 276,860
Change-276,860 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 257,731
Change-257,731 (-100%)
Value—
State Street Corp
N/A
Shares— from 243,885
Change-243,885 (-100%)
Value—
Endeavour Capital Advisors Inc
N/A
Shares— from 182,719
Change-182,719 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 122,447
Change-122,447 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 116,010
Change-116,010 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 112,129
Change-112,129 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 100,404
Change-100,404 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 98,345
Change-98,345 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 92,992
Change-92,992 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 84,824
Change-84,824 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 79,559
Change-79,559 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 78,124
Change-78,124 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 77,679
Change-77,679 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 61,656
Change-61,656 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 59,770
Change-59,770 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 56,957
Change-56,957 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 56,331
Change-56,331 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 56,004
Change-56,004 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 55,840
Change-55,840 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 54,309
Change-54,309 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 47,096
Change-47,096 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 46,982
Change-46,982 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 46,309
Change-46,309 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,126
Change-46,126 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 40,816
Change-40,816 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 40,487
Change-40,487 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 38,132
Change-38,132 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 33,520
Change-33,520 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 32,849
Change-32,849 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 27,426
Change-27,426 (-100%)
Value—
Emerald Mutual Fund Advisers Trust
N/A
Shares— from 27,293
Change-27,293 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 26,400
Change-26,400 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,028
Change-18,028 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,947
Change-16,947 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,905
Change-13,905 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 12,966
Change-12,966 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 11,568
Change-11,568 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,362
Change-11,362 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,134
Change-8,134 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 399
Change-399 (-100%)
Value—
FMR LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 157
Change-157 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 150
Change-150 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 112
Change-112 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Quarry LP
N/A
Shares— from 59
Change-59 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED556,156533,007+23,149+4%$15.5M$16.2M+$699.6K2026-11-04
Kestra Advisory Services, LLC
UNCHANGED75,00075,00000%$2.2M$2.2M+$3.8K2026-11-02
Bank of New York Mellon Corp
DECREASED60,02561,345-1,320-2%$1.8M$1.7M-$35.3K2026-11-05
Sippican Capital Advisors
DECREASED38,96439,918-954-2%$1.2M$1.1M-$25.7K2026-10-23
McKinley Carter Wealth Services, Inc.
UNCHANGED25,87725,87700%$750.7K$752.0K+$1.3K2026-10-16
Hoge Financial Services, LLC
INCREASED23,89323,764+129+1%$689.4K$694.3K+$4.9K2026-11-05
Daytona Street Capital LLC
UNCHANGED19,62019,62000%$560.5K$593.3K+$32.8K2026-10-15
Barclays PLC
INCREASED16,89913,936+2,963+21%$404.3K$491.1K+$86.8K2026-11-06
First National Trust Co
UNCHANGED15,68315,68300%$455.0K$455.7K+$7842026-10-28
Strs Ohio
INCREASED15,30010,900+4,400+40%$316.2K$444.6K+$128.4K2026-10-30
J.W. Cole Advisors, Inc.
DECREASED10,77020,770-10,000-48%$602.5K$313.0K-$289.6K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED9,3169,31600%$270.3K$270.7K+$4642026-11-06
Canton Hathaway, LLC
UNCHANGED7,5747,57400%$219.7K$220.1K+$3782026-10-23
Pier 88 Investment Partners LLC
INCREASED2,9001,000+1,900+190%$29.0K$84.3K+$55.3K2026-11-06
Versant Capital Management, Inc
UNCHANGED2,1632,16300%$62.7K$62.9K+$1082026-10-02
Citigroup Inc
DECREASED1,7146,431-4,717-73%$186.6K$49.8K-$136.8K2026-11-04
Gamma Investing LLC
INCREASED857848+9+1%$24.6K$24.9K+$3042026-10-08
State of Alaska, Department of Revenue
UNCHANGED75175100%$21$21$02026-10-15
Fifth Third Bancorp
UNCHANGED55055000%$16.0K$16.0K+$272026-11-05
City Holding Co
UNCHANGED38038000%$11.0K$11.0K+$192026-10-19
Spire Wealth Management
NEW350—+350——$10.2K—2026-10-30
Sterling Capital Management LLC
DECREASED235239-4-2%$6.9K$6.8K-$1042026-10-22
Nisa Investment Advisors, LLC
UNCHANGED17717700%$5.1K$5.1K+$92026-10-20
Parallel Advisors, LLC
UNCHANGED13913900%$4.0K$4.0K+$72026-11-03
EverSource Wealth Advisors, LLC
INCREASED9062+28+45%$1.8K$2.6K+$8182026-11-04
IFP Advisors, Inc
INCREASED7263+9+14%$1.8K$2.1K+$2642026-10-16
Signaturefd, LLC
UNCHANGED707000%$2.0K$2.0K+$32026-10-23
Essential Partners LLC
INCREASED6457+7+12%$1.7K$1.9K+$2062026-10-14
SJS Investment Consulting Inc.
NEW47—+47——$1.4K—2026-10-26
True Wealth Design, LLC
INCREASED2017+3+18%$494$582+$882026-10-13
Root Financial Partners, LLC
NEW19—+19——$552—2026-10-21
Larson Financial Group LLC
NEW19—+19——$552—2026-11-05
US Bancorp \de\
INCREASED1612+4+33%$348$465+$1172026-11-05
Farther Finance Advisors, LLC
INCREASED152+13+650%$58$436+$3782026-10-08
SBI Securities Co., Ltd.
UNCHANGED1100%$29$29$02026-10-22
Covestor Ltd
UNCHANGED1100%$0$0$02026-10-30
First Horizon Corp
CLOSED0300-300-100%$8.7K$0-$8.7K2026-10-26
Wellington Management Group LLP
N/A—1,763,416-1,763,416-100%$51.2M———
BlackRock, Inc.
N/A—1,039,372-1,039,372-100%$30.2M———
Vanguard Capital Management LLC
N/A—517,571-517,571-100%$15.0M———
Geode Capital Management, LLC
N/A—311,400-311,400-100%$9.0M———
Ameriprise Financial Inc
N/A—276,860-276,860-100%$8.0M———
Basswood Capital Management, L.L.C.
N/A—257,731-257,731-100%$7.5M———
State Street Corp
N/A—243,885-243,885-100%$7.1M———
Endeavour Capital Advisors Inc
N/A—182,719-182,719-100%$5.3M———
Kennedy Capital Management LLC
N/A—122,447-122,447-100%$3.6M———
Banc Funds Co LLC
N/A—116,010-116,010-100%$3.4M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—112,129-112,129-100%$3.3M———
Acadian Asset Management LLC
N/A—100,404-100,404-100%$2.9M———
Bridgeway Capital Management, LLC
N/A—98,345-98,345-100%$2.9M———
Northern Trust Corp
N/A—92,992-92,992-100%$2.7M———
Pure Financial Advisors, LLC
N/A—84,824-84,824-100%$2.5M———
Vanguard Portfolio Management LLC
N/A—79,559-79,559-100%$2.3M———
Vanguard Fiduciary Trust Co
N/A—78,124-78,124-100%$2.3M———
Citadel Advisors LLC
N/A—77,679-77,679-100%$2.3M———
American Century Companies Inc
N/A—61,656-61,656-100%$1.8M———
Hotchkis & Wiley Capital Management LLC
N/A—59,770-59,770-100%$1.7M———
Morgan Stanley
N/A—56,957-56,957-100%$1.7M———
Alliancebernstein L.P.
N/A—56,331-56,331-100%$1.4M———
Qube Research & Technologies Ltd
N/A—56,004-56,004-100%$1.6M———
Two Sigma Investments, LP
N/A—55,840-55,840-100%$1.6M———
Arrowstreet Capital, Limited Partnership
N/A—54,309-54,309-100%$1.6M———
Nuveen, LLC
N/A—47,096-47,096-100%$1.4M———
Price T Rowe Associates Inc
N/A—46,982-46,982-100%$1.4M———
Squarepoint Ops LLC
N/A—46,309-46,309-100%$1.3M———
Cerity Partners LLC
N/A—46,126-46,126-100%$1.3M———
Empowered Funds, LLC
N/A—40,816-40,816-100%$1.2M———
Goldman Sachs Group Inc
N/A—40,487-40,487-100%$1.2M———
AQR Capital Management LLC
N/A—38,132-38,132-100%$1.1M———
Charles Schwab Investment Management Inc
N/A—33,520-33,520-100%$972.4K———
Quantinno Capital Management LP
N/A—32,849-32,849-100%$953.0K———
First Manhattan Co. Llc.
N/A—30,000-30,000-100%$870.3K———
Trexquant Investment LP
N/A—27,426-27,426-100%$795.6K———
Emerald Mutual Fund Advisers Trust
N/A—27,293-27,293-100%$791.8K———
Prudential Financial Inc
N/A—26,400-26,400-100%$765.9K———
State of Wisconsin Investment Board
N/A—21,800-21,800-100%$632.4K———
Cresset Asset Management, LLC
N/A—18,028-18,028-100%$523.0K———
D. E. Shaw & Co., Inc.
N/A—16,947-16,947-100%$491.6K———
Rhumbline Advisers
N/A—14,948-14,948-100%$433.6K———
Wells Fargo & Company
N/A—13,905-13,905-100%$403.4K———
Invesco Ltd.
N/A—12,966-12,966-100%$376.1K———
Deutsche Bank Ag\
N/A—11,568-11,568-100%$335.6K———
CM Wealth Advisors LLC
N/A—11,516-11,516-100%$334.1K———
Natixis Advisors, LLC
N/A—11,362-11,362-100%$329.0K———
Bank of America Corp
N/A—9,300-9,300-100%$269.8K———
XTX Topco Ltd
N/A—8,158-8,158-100%$236.7K———
OneDigital Investment Advisors LLC
N/A—8,134-8,134-100%$236.0K———
BNP Paribas Financial Markets
N/A—7,842-7,842-100%$227.5K———
MetLife Investment Management, LLC
N/A—6,509-6,509-100%$188.8K———
Russell Investments Group, Ltd.
N/A—6,222-6,222-100%$180.5K———
UBS Group AG
N/A—6,032-6,032-100%$175.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—5,463-5,463-100%$158.5K———
JPMorgan Chase & Co
N/A—5,155-5,155-100%$150.3K———
New York State Common Retirement Fund
N/A—4,796-4,796-100%$139.1K———
Vanguard Global Advisers, LLC
N/A—4,229-4,229-100%$122.7K———
Police & Firemen's Retirement System of New Jersey
N/A—3,066-3,066-100%$88.9K———
Royal Bank of Canada
N/A—1,910-1,910-100%$56.0K———
Public Employees Retirement System of Ohio
N/A—1,659-1,659-100%$48.1K———
Tower Research Capital LLC (TRC)
N/A—1,465-1,465-100%$42.5K———
Arax Advisory Partners
N/A—1,225-1,225-100%$35.5K———
Legal & General Group Plc
N/A—1,217-1,217-100%$35.3K———
Ameritas Investment Partners, Inc.
N/A—1,120-1,120-100%$32.5K———
Allworth Financial LP
N/A—399-399-100%$11.6K———
FMR LLC
N/A—277-277-100%$8.0K———
California State Teachers Retirement System
N/A—157-157-100%$4.6K———
Jones Financial Companies Lllp
N/A—150-150-100%$4.3K———
Brown Brothers Harriman & Co
N/A—112-112-100%$3.2K———
UBS Asset Management Americas LLC
N/A—110-110-100%$3.2K———
Quarry LP
N/A—59-59-100%$1.7K———
Osaic Holdings, Inc.
N/A—31-31-100%$899———
Basecamp Wealth Advisors LLC
N/A—8-8-100%$232———
Rothschild Investment LLC
N/A—1-1-100%$29———
Showing 112 of 112 institutions