Vault-13

MVB FINL CORP MVBF

COM · Common Stock · CUSIP 553810102

94 institutional holders +5 vs Q1 2025
6,730,4266.7m shares reported held*
52.9% of all shares outstanding*
$151.6mreported value*
11 new 28 added 34 reduced 7 sold out net sold ≈ $4.8m (-213.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($422.7k this quarter). Holder counts are more reliable. Shares outstanding: 12.7m as of 2025-08-06, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $22.53. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 70Q4 22: 72Q1 23: 79Q2 23: 69Q3 23: 70Q4 23: 78Q1 24: 80Q2 24: 80Q3 24: 86Q4 24: 89Q1 25: 89Q2 25: 9494Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202270
Q4 202272
Q1 202379
Q2 202369
Q3 202370
Q4 202378
Q1 202480
Q2 202480
Q3 202486
Q4 202489
Q1 202589
Q2 202594

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 29 bought or addedQ3 23: 29 cut or sold outQ4 23: 36 bought or addedQ4 23: 18 cut or sold outQ4 23Q1 24: 35 bought or addedQ1 24: 31 cut or sold outQ2 24: 40 bought or addedQ2 24: 29 cut or sold outQ2 24Q3 24: 38 bought or addedQ3 24: 22 cut or sold outQ4 24: 46 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 36 cut or sold outQ2 25: 39 bought or addedQ2 25: 41 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232929
Q4 20233618
Q1 20243531
Q2 20244029
Q3 20243822
Q4 20244624
Q1 20253636
Q2 20253941

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$25k$50k$75k$100kQ3 24 calls: $0Q3 24 puts: $32.9kQ3 24P/C —Q4 24 calls: $31.1kQ4 24 puts: $86.9kQ4 24P/C 2.80Q1 25 calls: $1.7kQ1 25 puts: $5.2kQ1 25P/C 3.00Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$32.9k—
Q4 2024$31.1k$86.9k2.80
Q1 2025$1.7k$5.2k3.00
Q2 2025$0$0—

Biggest buyers

Fourthstone LLC Added +190,223+190.2k
DIMENSIONAL FUND ADVISORS LP Added +32,730+32.7k
AQR CAPITAL MANAGEMENT LLC New +15,740+15.7k
JANE STREET GROUP, LLC Added +13,852+13.9k
Quantinno Capital Management LP New +12,675+12.7k
Trexquant Investment LP New +12,508+12.5k
STATE OF WISCONSIN INVESTMENT BOARD New +9,000+9.0k
ROYAL BANK OF CANADA Added +5,632+5.6k
Sippican Capital Advisors Added +4,580+4.6k
BARCLAYS PLC Added +4,534+4.5k

Biggest sellers

TimesSquare Capital Management, LLC Reduced -181,222-181.2k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Reduced -74,078-74.1k
BlackRock, Inc. Reduced -72,597-72.6k
BANC FUNDS CO LLC Reduced -46,400-46.4k
MORGAN STANLEY Reduced -31,914-31.9k
VANGUARD GROUP INC Reduced -20,534-20.5k
GOLDMAN SACHS GROUP INC Reduced -17,652-17.7k
TWO SIGMA INVESTMENTS, LP Sold out -12,047-12.0k
TWO SIGMA ADVISERS, LP Sold out -10,080-10.1k
WELLINGTON MANAGEMENT GROUP LLP Reduced -9,459-9.5k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution +4.2 pts · filed 2025-08-05 13.2% +4.2 pts 1.7m≈ $49.8m 2025-08-05
Bay Pond Partners, L.P. 13G · passive investor +1.2 pts · filed 2025-07-23 5.6% +1.2 pts 728.4k≈ $21.1m 2025-07-23

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), TimesSquare Capital Management, LLC (0.0%, 2026-01-09)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 6 buyingQ1 25: 0 sellingQ2 25: 1 buyingQ2 25: 2 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$46.8k0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20256$129.6k0——
Q2 20251$117.4k2$144.2k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-05-12 Rodriguez Joseph Ryan Chief Risk Officer Bought 1,125 $19.20 $21.6k1.1k shares +27%
2025-05-12 Rodriguez Joseph Ryan Chief Risk Officer Bought 1,125 $19.15 $21.5k1.1k shares +27%
2025-05-08 Rodriguez Joseph Ryan Chief Risk Officer Bought 4,125 $18.00 $74.2k4.1k shares new
2025-05-01 Mazza Larry F CEO, director Sold 6,962 $17.49 $121.8k7.0k shares -1%
2025-05-01 Greathouse Craig Bradley Chief Administrative Officer Sold 1,285 $17.49 $22.5k1.3k shares -5%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 1,138,8341.1m $25.7m $25.7m 0.00% Reduced -9.5k -9,459
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,056,1761.1m $23.8m $23.8m 0.00% Reduced -72.6k -72,597
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 634,044634.0k $14.3m $14.3m 0.00% Reduced -20.5k -20,534
4 TimesSquare Capital Management, LLC 0.19% of their portfolio NEW YORK, NY 594,548594.5k $13.4m $13.4m 0.19% Reduced -181.2k -181,222
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 447,611447.6k $10.1m $10.1m 0.00% Added +32.7k +32,730
6 Banco Santander, S.A. 0.08% of their portfolio Madrid, U3 365,107365.1k $8.2m $8.2m 0.08% Unchanged
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 277,417277.4k $6.3m $6.3m 0.00% Added +2.2k +2,160
8 Fourthstone LLC 1.15% of their portfolio ST LOUIS, MO 259,356259.4k $5.8m $5.8m 1.15% Added +190.2k +190,223
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 234,679234.7k $5.3m $5.3m 0.00% Added +318 +318
10 ENDEAVOUR CAPITAL ADVISORS INC 1.46% of their portfolio GREENWICH, CT 188,019188.0k $4.2m $4.2m 1.46% Unchanged
11 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 108,634108.6k $2.4m $2.4m 0.00% Reduced -2.7k -2,735
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 93,99994.0k $2.1m $2.1m 0.00% Added +614 +614
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 89,66689.7k $2.0m $2.0m 0.05% Reduced -74.1k -74,078
14 Pure Financial Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 84,82484.8k $1.9m $1.9m 0.03% Unchanged
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 78,97479.0k $1.8m $1.8m 0.00% Reduced -374 -374
16 AA Financial Advisors, LLC 0.36% of their portfolio Columbus, OH 75,00075.0k $1.7m $1.7m 0.36% Unchanged
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 66,90866.9k $1.5m $1.5m 0.00% Reduced -31.9k -31,914
18 BANC FUNDS CO LLC 0.21% of their portfolio CHICAGO, IL 62,78962.8k $1.4m $1.4m 0.21% Reduced -46.4k -46,400
19 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 55,33155.3k $1.2m $1.2m 0.00% Added +2.8k +2,750
20 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 53,49553.5k $1.2m $1.2m 0.00% Reduced -670 -670
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 44,81044.8k $1.0m $1.0m 0.00% Reduced -17.7k -17,652
22 Sippican Capital Advisors 0.70% of their portfolio BOSTON, MA 42,75542.8k $963.3k $963.3k 0.70% Added +4.6k +4,580
23 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 41,68141.7k $939.1k $939.1k 0.00% Reduced -5.4k -5,369
24 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 38,69138.7k $871.7k $871.7k 0.00% Added +4.5k +4,534
25 HOGE FINANCIAL SERVICES, LLC 0.50% of their portfolio CANONSBURG, PA 35,45535.5k $798.8k $798.8k 0.50% Added +242 +242
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 33,83433.8k $762.3k $762.3k 0.00% Added +1.7k +1,686
27 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 31,77931.8k $716.0k $716.0k 0.00% Added +215 +215
28 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 30,90930.9k $696.4k $696.4k 0.01% Unchanged
29 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 29,87629.9k $673.1k $673.1k 0.04% Unchanged
30 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 28,50028.5k $642.1k $642.1k 0.00% Unchanged
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 27,56327.6k $621.0k $621.0k 0.00% Reduced -122 -122
32 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 27,53327.5k $621.0k $621.0k 0.00% Reduced -5.4k -5,445
33 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 27,11127.1k $610.8k $610.8k 0.00% Added +13.9k +13,852
34 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 19,35819.4k $438.1k $438.1k 0.00% Reduced -4.9k -4,899
35 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 18,58218.6k $417.0k $417.0k 0.00% Reduced -1.2k -1,171
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,04318.0k $406.5k $406.5k 0.00% Reduced -88 -88
37 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 17,76517.8k $400.2k $400.2k 0.00% Added +349 +349
38 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 17,56917.6k $395.8k $395.8k 0.00% Reduced -41 -41
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 17,34817.3k $392.0k $392.0k 0.00% Added +5.6k +5,632
40 First National Trust Co 0.01% of their portfolio Johnstown, PA 16,10116.1k $362.8k $362.8k 0.01% Unchanged
41 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 15,74015.7k $354.6k $354.6k 0.00% New
42 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 15,36615.4k $346.2k $346.2k 0.00% Added +1.2k +1,222
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,82414.8k $334.0k $334.0k 0.00% Reduced -4.4k -4,442
44 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 13,68613.7k $308.3k $308.3k 0.00% Reduced -1.7k -1,743
45 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 12,67512.7k $285.6k $285.6k 0.00% New
46 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 12,50812.5k $281.8k $281.8k 0.00% New
47 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 11,57011.6k $260.7k $260.7k 0.00% Reduced -1.0k -1,000
48 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 10,82710.8k $244.0k $244.0k 0.00% Reduced -746 -746
49 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,23410.2k $230.6k $230.6k 0.00% Added +234 +234
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 9,3659.4k $211.0k $211.0k 0.00% Added +106 +106
51 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 9,0009.0k $202.8k $202.8k 0.00% New
52 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 8,2008.2k $184.7k $184.7k 0.00% Added +600 +600
53 Canton Hathaway, LLC 0.03% of their portfolio PROVIDENCE, RI 7,5747.6k $171.0k $171.0k 0.03% Unchanged
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,7656.8k $152.4k $152.4k 0.00% Added +31 +31
55 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,5766.6k $148.2k $148.2k 0.00% Unchanged
56 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 6,4686.5k $145.7k $145.7k 0.00% Reduced -4.0k -4,037
57 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 6,3086.3k $142.1k $142.1k 0.00% Reduced -581 -581
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,5935.6k $126.0k $126.0k 0.00% Reduced -4.0k -3,995
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,8814.9k $110.0k $110.0k 0.00% Reduced -158 -158
60 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,7964.8k $108.1k $108.1k 0.00% Unchanged
61 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,8673.9k $87.1k $87.1k 0.00% Reduced -4.1k -4,084
62 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,3503.4k $75.5k $75.5k 0.00% Reduced -5.9k -5,860
63 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,0663.1k $69.1k $69.1k 0.00% Unchanged
64 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,8701.9k $42.1k $42.1k 0.00% Added +1.2k +1,248
65 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 1,6591.7k $37.4k $37.4k 0.00% Unchanged
66 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,4121.4k $31.8k $31.8k 0.00% New
67 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,2081.2k $27.0k $27.0k 0.00% Added +521 +521
68 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,1201.1k $25.2k $25.2k 0.00% Unchanged
69 Legal & General Group Plc 0.00% of their portfolio London, X0 1,0421.0k $23.5k $23.5k 0.00% Added +99 +99
70 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio DENVER, CO 1,0001.0k $22.5k $22.5k 0.00% New
71 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 911911 $21.0k $21.0k 0.00% Added +144 +144
72 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 750750 $16.9k $16.9k 0.00% Added +443 +443
73 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 596596 $13.4k $13.4k 0.00% New
74 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 550550 $12.4k $12.4k 0.00% Unchanged
75 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 494494 $11.1k $11.1k 0.00% New
76 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 441441 $9.9k $9.9k 0.00% Added +433 +433
77 CITY HOLDING CO 0.00% of their portfolio CHARLESTON, WV 380380 $8.6k $8.6k 0.00% Unchanged
78 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 355355 $8.0k $8.0k 0.00% Unchanged
79 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 329329 $7.4k $7.4k 0.00% Added +133 +133
80 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 324324 $7.3k $7.3k 0.00% Added +126 +126
81 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 300300 $6.8k $6.8k 0.00% Unchanged
82 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 150150 $3.3k $3.3k 0.00% New
83 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 139139 $3.1k $3.1k 0.00% New
84 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 4949 $1.1k $1.1k 0.00% Reduced -10 -10
85 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 4545 $1.0k $1.0k 0.00% Reduced -41 -41
86 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 4141 $924 $924 0.00% Unchanged
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2828 $1.1k $1.1k 0.00% Added +27 +27
88 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 2424 $541 $541 0.00% First filing
89 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 2323 $519 $519 0.00% New
90 Covestor Ltd 0.00% of their portfolio LONDON, X0 1616 $0 $0 0.00% Reduced -20 -20
91 FMR LLC 0.00% of their portfolio BOSTON, MA 1313 $293 $293 0.00% Reduced -450 -450
92 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 44 $91 $91 0.00% Reduced -20 -20
93 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 11 $23 $23 0.00% Reduced -1 -1
94 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged