Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BVFL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 835K | $15.1M | -8.0% | 9.544% | 0.00% |
| 2 | BlackRock, Inc. | 567K | $10.9M | +3.4% | 6.483% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 166K | $3.2M | -10.1% | 1.891% | 0.00% |
| 4 | GENDELL JEFFREY L | 141K | $2.7M | 0.0% | 1.614% | 0.04% |
| 5 | Oppenheimer & Close, LLC | 135K | $2.6M | -10.3% | 1.537% | 1.62% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 121K | $2.3M | +4.7% | 1.382% | 0.00% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 115K | $2.2M | 0.0% | 1.317% | 0.00% |
| 8 | RAYMOND JAMES FINANCIAL INC | 110K | $2.1M | +9.5% | 1.258% | 0.00% |
| 9 | STATE STREET CORP | 106K | $2.0M | -0.6% | 1.212% | 0.00% |
| 10 | Stilwell Value LLC | 90K | $1.7M | -5.3% | 1.028% | 1.03% |
| 11 | GOLDMAN SACHS GROUP INC | 63K | $1.2M | +45.3% | 0.717% | 0.00% |
| 12 | Beartown Capital Management, LLC | 61K | $1.2M | 0.0% | 0.693% | 0.85% |
| 13 | NORTHERN TRUST CORP | 50K | $966K | -8.4% | 0.577% | 0.00% |
| 14 | HSBC HOLDINGS PLC | 38K | $733K | — | 0.433% | 0.00% |
| 15 | Saber Capital Managment, LLC | 32K | $604K | -7.9% | 0.361% | 0.47% |
| 16 | PANAGORA ASSET MANAGEMENT INC | 28K | $541K | 0.0% | 0.323% | 0.00% |
| 17 | BANK OF AMERICA CORP /DE/ | 24K | $455K | +10.4% | 0.272% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 24K | $451K | +8.4% | 0.269% | 0.01% |
| 19 | BARCLAYS PLC | 23K | $442K | -21.0% | 0.264% | 0.00% |
| 20 | MORGAN STANLEY | 22K | $417K | -7.0% | 0.249% | 0.00% |
| 21 | COURIER CAPITAL LLC | 21K | $400K | -16.4% | 0.239% | 0.02% |
| 22 | Empowered Funds, LLC | 21K | $394K | +9.7% | 0.235% | 0.00% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20K | $386K | -18.9% | 0.230% | 0.00% |
| 24 | Bank of New York Mellon Corp | 18K | $341K | -20.8% | 0.204% | 0.00% |
| 25 | STRS OHIO | 13K | $251K | 0.0% | 0.150% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BVFL — a direct measure of their conviction.
Filings activity in BVFL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BVFL position in Q1 2026
Institutions that fully closed their BVFL position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 61 | +0.0% | 31.19% | 4.54 pp | $55M | 13% |
| Q4 2025 | 61 | +5.2% | 35.73% | +1.29 pp | $63M | +3.8% |
| Q3 2025 | 58 | +16% | 34.44% | 6.57 pp | $60M | 16% |
| Q2 2025 | 50 | +28% | 41.01% | +1.54 pp | $72M | +3.9% |
| Q1 2025 | 39 | +2.6% | 39.47% | 4.61 pp | $69M | 10% |
| Q4 2024 | 38 | +31% | 44.08% | +6.86 pp | $77M | +18% |
| Q3 2024 | 29 | +16% | 37.22% | +10.54 pp | $65M | +40% |
| Q2 2024 | 25 | — | 26.68% | — | $47M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BVFL stock.
Based on Q1 2026 13F filings, institutional ownership of BV Financial, Inc. stands at 31.2%, held across 61 reporting institutions.
ALLIANCEBERNSTEIN L.P. is the largest reported institutional holder of BVFL, with approximately 835,165 shares worth $0.02B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BVFL.
Our composite Smart Money Score for BVFL is 27 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in BVFL during Q1 2026, while 7 fully exited. 30 added to existing positions and 23 trimmed.
BVFL institutional ownership fell by 4.54 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 82.1% of all reported 13F value in BVFL, and the top 25 account for 98.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
BV Financial, Inc. (BVFL) Institutional Ownership