Who owns CVB Financial (CVBF)
Which tracked institutional funds hold CVBF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVBF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CVBF is one-sided between 2026-Q1 and 2026-Q2: 119 added or opened and 36 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CVBF’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVBF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 302 tracked filers holding CVBF, 227 increased or opened the position and 91 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CVBF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Boston Partners$21M
- KENNEDY CAPITAL MANAGEMENT LLC$14M
- Rhino Investment Partners, Inc$7M
- MARSHALL WACE, LLP$6M
- WINTON GROUP Ltd$5M
- Rosenthal | Henry Capital Advisors, Inc.$3M
Full exits 26
- BESSEMER GROUP INC$28M
- NORGES BANK$26M
- JANE STREET GROUP, LLC$9M
- Weiss Asset Management LP$8M
- HRT FINANCIAL LP$5M
- TUDOR INVESTMENT CORP ET AL$3M
Largest adds
- BlackRock, Inc.$315M
- FMR LLC$84M
- STATE STREET CORP$83M
- DIMENSIONAL FUND ADVISORS LP$79M
- VANGUARD PORTFOLIO MANAGEMENT LLC$76M
- VANGUARD CAPITAL MANAGEMENT LLC$60M
Largest trims
- TWO SIGMA INVESTMENTS, LP$13M
- BALYASNY ASSET MANAGEMENT L.P.$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- Bridgewater Associates, LP$2M
- BOOTHBAY FUND MANAGEMENT, LLC$2M
- Persistent Asset Partners Ltd$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 25,688,910 | $579M | 18.2% | 2026-Q2 |
| STATE STREET CORP added | 10,506,193 | $237M | 7.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 10,155,075 | $229M | 7.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 10,051,580 | $227M | 7.1% | 2026-Q2 |
| FMR LLC added | 9,834,715 | $222M | 7.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 7,550,510 | $170M | 5.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,380,873 | $144M | 4.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,476,687 | $101M | 3.2% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 3,529,148 | $80M | 2.5% | 2026-Q2 |
| HoldCo Asset Management, LP added | 3,397,983 | $77M | 2.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 3,060,279 | $69M | 2.2% | 2026-Q2 |
| MORGAN STANLEY added | 2,881,361 | $65M | 2.0% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 2,180,413 | $49M | 1.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,040,379 | $46M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,991,306 | $45M | 1.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 1,973,161 | $44M | 1.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,963,675 | $44M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,688,074 | $38M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,585,500 | $36M | 1.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,327,170 | $30M | 0.9% | 2026-Q2 |
| FJ Capital Management LLC added | 1,295,322 | $29M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,227,820 | $28M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,114,218 | $25M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,045,588 | $24M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 961,835 | $22M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 959,217 | $22M | 0.7% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 950,000 | $21M | 0.7% | 2026-Q2 |
| Boston Partners new | 940,489 | $21M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 926,021 | $21M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 903,591 | $20M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 896,804 | $20M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 810,245 | $18M | 0.6% | 2026-Q2 |
| UBS Group AG added | 788,584 | $18M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 705,015 | $16M | 0.5% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 663,902 | $15M | 0.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 623,650 | $14M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 604,834 | $14M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board added | 575,946 | $13M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 528,992 | $12M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 514,663 | $12M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 474,063 | $11M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 457,256 | $10M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 434,564 | $10M | 0.3% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 428,917 | $10M | 0.3% | 2026-Q2 |
| Bernzott Capital Advisors added | 428,089 | $10M | 0.3% | 2026-Q2 |
| Cliffwater LLC | 412,247 | $9M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 409,089 | $8M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 386,009 | $9M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 349,965 | $8M | 0.2% | 2026-Q2 |
| Citizens Business Bank | 342,861 | $15M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 342,703 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 335,105 | $8M | 0.2% | 2026-Q2 |
| Rhino Investment Partners, Inc new | 314,278 | $7M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 280,724 | $6M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 252,343 | $6M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 249,872 | $6M | 0.2% | 2026-Q2 |
| Creative Planning added | 240,282 | $5M | 0.2% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 238,859 | $5M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 231,766 | $5M | 0.2% | 2026-Q2 |
| PMC FIG Opportunities LLC trimmed | 221,856 | $5M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd new | 217,295 | $5M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 191,946 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 183,144 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 177,404 | $4M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 176,700 | $4M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 176,063 | $4M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 174,313 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 167,301 | $4M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 162,404 | $4M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 160,920 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 160,900 | $4M | 0.1% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC added | 160,000 | $4M | 0.1% | 2026-Q2 |
| Atom Investors LP trimmed | 153,349 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 145,821 | $3M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 140,082 | $3M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 131,533 | $3M | 0.1% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. new | 123,534 | $3M | 0.1% | 2026-Q2 |
| Neo Ivy Capital Management added | 110,959 | $3M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 110,866 | $3M | 0.1% | 2026-Q2 |
| Numerai GP LLC added | 107,128 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 105,101 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 103,690 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 99,681 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 98,364 | $2M | 0.1% | 2026-Q2 |
| AlTi Global, Inc. new | 89,158 | $2M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 85,857 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 82,589 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 81,358 | $2M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 80,769 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 79,527 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 78,912 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 76,016 | $2M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 75,869 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 74,254 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 71,825 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 69,688 | $2M | 0.0% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 66,741 | $2M | 0.0% | 2026-Q2 |
| Mason & Associates Inc | 66,040 | $1M | 0.0% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC new | 62,964 | $1M | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 62,256 | $1M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.