CVB Financial Corp. (CVBF) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership increased this quarter (+22.88 pp), though top 10 holders maintain a highly concentrated 63.9% of institutional value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CVBF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.7M | $579.3M | +35.0% | 17.909% | 0.01% |
| 2 | STATE STREET CORP | 10.5M | $236.9M | +32.0% | 7.324% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.2M | $229.0M | +28.7% | 7.080% | 0.01% |
| 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.
Filings activity in CVBF during Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 323 | +13% | 101.45% | +22.88 pp | $3.23B | +51% |
| Q1 2026 | 285 | +8.4% | 78.57% | +4.62 pp | $2.14B | +10% |
| Q4 2025 | 263 | +3.1% | 73.95% | +2.99 pp | $1.95B | +1.5% |
| Q3 2025 | 255 | +1.6% | 70.96% | +0.34 pp | $1.92B | 4.4% |
| Q2 2025 | 251 | +3.7% | 70.62% | +0.35 pp | $2.01B | +6.6% |
| Q1 2025 | 242 | +5.7% | 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.
Quick answers to the most common questions about buying CVBF stock.
Based on Q2 2026 13F filings, institutional ownership of CVB Financial Corp. stands at 101.4%, held across 323 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CVBF, with approximately 25,688,910 shares worth $0.58B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CVBF, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for CVBF is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
64 institutions opened new positions in CVBF during Q2 2026, while 27 fully exited. 221 added to existing positions and 30 trimmed.
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.