| 4 | DIMENSIONAL FUND ADVISORS LP | 10.1M | $226.7M | +32.0% | 7.007% | 0.04% |
| 5 | FMR LLC | 9.8M | $221.8M | +32.2% | 6.856% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 7.6M | $170.3M | +32.7% | 5.264% | 0.00% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.4M | $143.9M | +38.8% | 4.448% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 4.5M | $101.0M | +36.4% | 3.121% | 0.01% |
| 9 | Parallel Advisors, LLC | 3.5M | $79.6M | -3.5% | 2.460% | 1.21% |
| 10 | HoldCo Asset Management, LP | 3.4M | $76.6M | +45.0% | 2.369% | 4.92% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.1M | $69.0M | +150.6% | 2.134% | 0.03% |
| 12 | MORGAN STANLEY | 2.9M | $65.0M | +40.7% | 2.009% | 0.00% |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.2M | $49.2M | -7.6% | 1.520% | 0.32% |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 2.0M | $46.0M | -1.4% | 1.422% | 0.03% |
| 15 | NORTHERN TRUST CORP | 2.0M | $44.9M | +35.1% | 1.388% | 0.01% |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.0M | $44.5M | -3.5% | 1.376% | 0.12% |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.0M | $44.3M | +9.7% | 1.369% | 0.01% |
| 18 | Bank of New York Mellon Corp | 1.7M | $38.1M | +27.7% | 1.177% | 0.01% |
| 19 | GOLDMAN SACHS GROUP INC | 1.6M | $35.8M | +14.5% | 1.105% | 0.00% |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.3M | $29.9M | +150.9% | 0.925% | 0.01% |
| 21 | FJ Capital Management LLC | 1.3M | $29.2M | +52.1% | 0.903% | 3.79% |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 1.2M | $27.7M | +16.5% | 0.856% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 1.1M | $25.1M | +34.8% | 0.777% | 0.01% |
| 24 | D. E. Shaw & Co., Inc. | 1.0M | $23.6M | +7.9% | 0.729% | 0.01% |
| 25 | CITADEL ADVISORS LLC | 962K | $21.7M | +28.7% | 0.670% | 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 CVBF — a direct measure of their conviction.
| 70.27% |
| 1.72 pp |
| $1.88B |
| 15% |
| Q4 2024 | 229 | 0.9% | 71.99% | +4.69 pp | $2.23B | +29% |
| Q3 2024 | 231 | — | 67.30% | — | $1.72B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
CVBF institutional ownership rose by 22.88 percentage points quarter-over-quarter, with a net change of +38 holders.
The top 10 institutions account for 63.9% of all reported 13F value in CVBF, and the top 25 account for 82.3%.
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.
CVB Financial Corp. (CVBF) Institutional Ownership