Vault-13

MVB FINL CORP MVBF

COM · Common Stock · CUSIP 553810102

109 institutional holders -2 vs Q1 2026
7,486,2107.5m shares reported held*
57.7% of all shares outstanding*
$216.9mreported value*
10 new 49 added 23 reduced 11 sold out net bought ≈ $11.9m (+412.8k 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 ($1.2m this quarter). Holder counts are more reliable. Shares outstanding: 13.0m as of 2026-08-04, 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 ≈ $28.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 70Q4 22: 72Q1 23: 79Q2 23: 69Q3 23: 70Q4 23: 78Q1 24: 80Q2 24: 80Q3 24: 86Q4 24: 89Q1 25: 89Q2 25: 94Q3 25: 97Q4 25: 105Q1 26: 111Q2 26: 109109Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202597
Q4 2025105
Q1 2026111
Q2 2026109

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 45 bought or addedQ3 25: 31 cut or sold outQ4 25: 46 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 47 bought or addedQ1 26: 42 cut or sold outQ2 26: 59 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243822
Q4 20244624
Q1 20253636
Q2 20253941
Q3 20254531
Q4 20254641
Q1 20264742
Q2 20265934

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ3 25 calls: $0Q3 25 puts: $2.0kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $260.9kQ4 25P/C —Q1 26 calls: $484.2kQ1 26 puts: $831.8kQ1 26P/C 1.72Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$2.0k—
Q4 2025$0$260.9k—
Q1 2026$484.2k$831.8k1.72
Q2 2026$0$0—

Biggest buyers

BASSWOOD CAPITAL MANAGEMENT, L.L.C. Added +140,615+140.6k
BlackRock, Inc. Added +100,335+100.3k
Kestra Advisory Services, LLC New +75,000+75.0k
GEODE CAPITAL MANAGEMENT, LLC Added +41,490+41.5k
AMERIPRISE FINANCIAL INC Added +30,098+30.1k
DIMENSIONAL FUND ADVISORS LP Added +26,399+26.4k
BANC FUNDS CO LLC Added +24,766+24.8k
Diamond Hill Capital Management, LLC (Investment Advisor) Added +24,720+24.7k
Qube Research & Technologies Ltd Added +22,264+22.3k
J.W. COLE ADVISORS, INC. New +20,770+20.8k

Biggest sellers

Ategra Capital Management, LLC Sold out -71,131-71.1k
GOLDMAN SACHS GROUP INC Reduced -32,080-32.1k
MARSHALL WACE, LLP Sold out -18,510-18.5k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Reduced -17,329-17.3k
AMERICAN CENTURY COMPANIES INC Reduced -15,895-15.9k
ACADIAN ASSET MANAGEMENT LLC Reduced -12,039-12.0k
SEI INVESTMENTS CO Sold out -10,974-11.0k
CWA Asset Management Group, LLC Sold out -10,641-10.6k
OSAIC HOLDINGS, INC. Reduced -6,734-6.7k
Squarepoint Ops LLC Reduced -6,512-6.5k

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 since 1 Apr 2026

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
10010Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 6 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 2 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20256$129.6k0——
Q2 20251$117.4k2$144.2k—
Q3 20250—0——
Q4 20252$65.8k0——
Q1 20260—0——
Q2 20261—0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-06-12 Famularo Adam Francis Director Bought 1,835 — —1.8k shares new

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,763,4161.8m $51.2m $51.2m 0.01% Reduced -2.8k -2,787
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,039,3721.0m $30.2m $30.2m 0.00% Added +100.3k +100,335
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 533,007533.0k $15.5m $15.5m 0.00% Added +26.4k +26,399
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 517,571517.6k $15.0m $15.0m 0.00% Added +12.7k +12,727
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 311,400311.4k $9.0m $9.0m 0.00% Added +41.5k +41,490
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 276,860276.9k $8.0m $8.0m 0.00% Added +30.1k +30,098
7 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.32% of their portfolio NEW YORK, NY 257,731257.7k $7.5m $7.5m 0.32% Added +140.6k +140,615
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 243,885243.9k $7.1m $7.1m 0.00% Added +1.7k +1,670
9 ENDEAVOUR CAPITAL ADVISORS INC 1.09% of their portfolio GREENWICH, CT 182,719182.7k $5.3m $5.3m 1.09% Reduced -5.2k -5,200
10 KENNEDY CAPITAL MANAGEMENT LLC 0.06% of their portfolio ST LOUIS, MO 122,447122.4k $3.6m $3.6m 0.06% Reduced -1.9k -1,918
11 BANC FUNDS CO LLC 0.56% of their portfolio CHICAGO, IL 116,010116.0k $3.4m $3.4m 0.56% Added +24.8k +24,766
12 Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% of their portfolio COLUMBUS, OH 112,129112.1k $3.3m $3.3m 0.03% Added +24.7k +24,720
13 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 100,404100.4k $2.9m $2.9m 0.00% Reduced -12.0k -12,039
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.05% of their portfolio HOUSTON, TX 98,34598.3k $2.9m $2.9m 0.05% Reduced -17.3k -17,329
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 92,99293.0k $2.7m $2.7m 0.00% Added +4.7k +4,709
16 Pure Financial Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 84,82484.8k $2.5m $2.5m 0.03% Unchanged
17 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 79,55979.6k $2.3m $2.3m 0.00% Added +14.8k +14,841
18 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 78,12478.1k $2.3m $2.3m 0.00% Added +263 +263
19 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 77,67977.7k $2.3m $2.3m 0.00% Added +1.4k +1,444
20 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 75,00075.0k $2.2m $2.2m 0.01% New
21 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 61,65661.7k $1.8m $1.8m 0.00% Reduced -15.9k -15,895
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 61,34561.3k $1.8m $1.8m 0.00% Added +3.4k +3,448
23 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 59,77059.8k $1.7m $1.7m 0.01% Added +400 +400
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 56,95757.0k $1.7m $1.7m 0.00% Added +7.3k +7,342
25 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 56,33156.3k $1.4m $1.4m 0.00% Added +1.0k +1,000
26 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 56,00456.0k $1.6m $1.6m 0.00% Added +22.3k +22,264
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 55,84055.8k $1.6m $1.6m 0.00% Reduced -5.1k -5,141
28 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 54,30954.3k $1.6m $1.6m 0.00% Unchanged
29 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 47,09647.1k $1.4m $1.4m 0.00% Added +1.3k +1,255
30 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 46,98247.0k $1.4m $1.4m 0.00% Added +7.0k +7,037
31 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 46,30946.3k $1.3m $1.3m 0.00% Reduced -6.5k -6,512
32 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 46,12646.1k $1.3m $1.3m 0.00% Added +13.7k +13,715
33 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 40,81640.8k $1.2m $1.2m 0.01% Added +3.0k +2,971
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 40,48740.5k $1.2m $1.2m 0.00% Reduced -32.1k -32,080
35 Sippican Capital Advisors 0.71% of their portfolio BOSTON, MA 39,91839.9k $1.2m $1.2m 0.71% Unchanged
36 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 38,13238.1k $1.1m $1.1m 0.00% Added +5.5k +5,507
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 33,52033.5k $972.4k $972.4k 0.00% Added +4.3k +4,336
38 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 32,84932.8k $953.0k $953.0k 0.00% Added +4.3k +4,312
39 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 30,00030.0k $870.3k $870.3k 0.00% Added +1.5k +1,500
40 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 27,42627.4k $795.6k $795.6k 0.00% Added +1.9k +1,896
41 EMERALD MUTUAL FUND ADVISERS TRUST 0.03% of their portfolio LEOLA, PA 27,29327.3k $791.8k $791.8k 0.03% Unchanged
42 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 26,40026.4k $765.9k $765.9k 0.00% Reduced -1.1k -1,070
43 McKinley Carter Wealth Services, Inc. 0.04% of their portfolio WHEELING, WV 25,87725.9k $750.7k $750.7k 0.04% Unchanged
44 HOGE FINANCIAL SERVICES, LLC 0.33% of their portfolio CANONSBURG, PA 23,76423.8k $689.4k $689.4k 0.33% Added +142 +142
45 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 21,80021.8k $632.4k $632.4k 0.00% Added +2.4k +2,360
46 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 20,77020.8k $602.5k $602.5k 0.01% New
47 Daytona Street Capital LLC 0.41% of their portfolio SAINT LOUIS, MO 19,62019.6k $560.5k $560.5k 0.41% Unchanged
48 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 18,02818.0k $523.0k $523.0k 0.00% Added +107 +107
49 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 16,94716.9k $491.6k $491.6k 0.00% Added +3.0k +2,972
50 First National Trust Co 0.02% of their portfolio Johnstown, PA 15,68315.7k $455.0k $455.0k 0.02% Unchanged
51 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,94814.9k $433.6k $433.6k 0.00% Added +543 +543
52 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 13,93613.9k $404.3k $404.3k 0.00% Reduced -767 -767
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,90513.9k $403.4k $403.4k 0.00% Added +1.7k +1,707
54 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 12,96613.0k $376.1k $376.1k 0.00% Added +2.7k +2,668
55 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 11,56811.6k $335.6k $335.6k 0.00% Added +3.1k +3,069
56 CM WEALTH ADVISORS LLC 0.06% of their portfolio BEACHWOOD, OH 11,51611.5k $334.1k $334.1k 0.06% New
57 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 11,36211.4k $329.0k $329.0k 0.00% Added +535 +535
58 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 10,90010.9k $316.2k $316.2k 0.00% Added +2.0k +2,000
59 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,3169.3k $270.3k $270.3k 0.00% Unchanged
60 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,3009.3k $269.8k $269.8k 0.00% Reduced -2.3k -2,327
61 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 8,1588.2k $236.7k $236.7k 0.00% New
62 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 8,1348.1k $236.0k $236.0k 0.00% New
63 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 7,8427.8k $227.5k $227.5k 0.00% Reduced -209 -209
64 Canton Hathaway, LLC 0.04% of their portfolio PROVIDENCE, RI 7,5747.6k $219.7k $219.7k 0.04% Unchanged
65 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,5096.5k $188.8k $188.8k 0.00% Added +160 +160
66 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,4316.4k $186.6k $186.6k 0.00% Added +4.6k +4,586
67 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 6,2226.2k $180.5k $180.5k 0.00% Added +5.2k +5,163
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,0326.0k $175.0k $175.0k 0.00% Reduced -4.7k -4,711
69 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,4635.5k $158.5k $158.5k 0.00% Added +151 +151
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,1555.2k $150.3k $150.3k 0.00% Added +557 +557
71 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,7964.8k $139.1k $139.1k 0.00% Unchanged
72 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,2294.2k $122.7k $122.7k 0.00% Unchanged
73 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,0663.1k $88.9k $88.9k 0.00% Unchanged
74 Versant Capital Management, Inc 0.01% of their portfolio PHOENIX, AZ 2,1632.2k $62.7k $62.7k 0.01% Unchanged
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,9101.9k $56.0k $56.0k 0.00% Added +1.9k +1,900
76 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 1,6591.7k $48.1k $48.1k 0.00% Unchanged
77 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,4651.5k $42.5k $42.5k 0.00% Reduced -2.3k -2,266
78 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,2251.2k $35.5k $35.5k 0.00% Added +889 +889
79 Legal & General Group Plc 0.00% of their portfolio London, X0 1,2171.2k $35.3k $35.3k 0.00% Added +175 +175
80 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,1201.1k $32.5k $32.5k 0.00% Unchanged
81 PIER 88 INVESTMENT PARTNERS LLC 0.01% of their portfolio SAN FRANCISCO, CA 1,0001.0k $29.0k $29.0k 0.01% Reduced -4.4k -4,400
82 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 848848 $24.6k $24.6k 0.00% Unchanged
83 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 751751 $21.0k $21.0k 0.00% Unchanged
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 550550 $16.0k $16.0k 0.00% Unchanged
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 399399 $11.6k $11.6k 0.00% Added +7 +7
86 CITY HOLDING CO 0.00% of their portfolio CHARLESTON, WV 380380 $11.0k $11.0k 0.00% Unchanged
87 FIRST HORIZON CORP 0.00% of their portfolio MEMPHIS, TN 300300 $8.7k $8.7k 0.00% Unchanged
88 FMR LLC 0.00% of their portfolio BOSTON, MA 277277 $8.0k $8.0k 0.00% Added +21 +21
89 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 239239 $6.9k $6.9k 0.00% Reduced -131 -131
90 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 177177 $5.1k $5.1k 0.00% Unchanged
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 157157 $4.6k $4.6k 0.00% Reduced -448 -448
92 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 150150 $4.3k $4.3k 0.00% Unchanged
93 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 139139 $4.0k $4.0k 0.00% Unchanged
94 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 129129 $3.7k $3.7k 0.00% New
95 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 112112 $3.2k $3.2k 0.00% Unchanged
96 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 110110 $3.2k $3.2k 0.00% Unchanged
97 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 7070 $2.0k $2.0k 0.00% Unchanged
98 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 6363 $1.8k $1.8k 0.00% Added +21 +21
99 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6262 $1.8k $1.8k 0.00% Reduced -266 -266
100 Quarry LP 0.00% of their portfolio NEW YORK, NY 5959 $1.7k $1.7k 0.00% New