Who owns CVBF (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-Q1 13F filings. 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
73 tracked funds added or opened CVBF while 32 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 gap the other way — the median holder sizes CVBF more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 284 tracked filers holding CVBF, 143 increased or opened the position and 133 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 24
- VANGUARD PORTFOLIO MANAGEMENT LLC$153M
- VANGUARD CAPITAL MANAGEMENT LLC$110M
- NORGES BANK$26M
- VANGUARD FIDUCIARY TRUST CO$16M
- JANE STREET GROUP, LLC$9M
- Weiss Asset Management LP$8M
Full exits 12
- VANGUARD GROUP INC$253M
- Capital Research Global Investors$40M
- CLIFFORD CAPITAL PARTNERS LLC$4M
- MARSHALL WACE, LLP$3M
- TWO SIGMA ADVISERS, LP$2M
- Connor, Clark & Lunn Investment Management Ltd.$2M
Largest adds
- STATE STREET CORP$29M
- BALYASNY ASSET MANAGEMENT L.P.$27M
- D. E. Shaw & Co., Inc.$16M
- DIMENSIONAL FUND ADVISORS LP$12M
- Brevan Howard Capital Management LP$12M
- FJ Capital Management LLC$11M
Largest trims
- BlackRock, Inc.$92M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$13M
- SILVERCREST ASSET MANAGEMENT GROUP LLC$6M
- MORGAN STANLEY$4M
- PRINCIPAL FINANCIAL GROUP INC$2M
- WELLINGTON MANAGEMENT GROUP LLP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 13,639,846 | $264M | 11.2% | 2026-Q1 |
| STATE STREET CORP added | 7,956,225 | $154M | 6.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,890,398 | $153M | 6.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,613,287 | $148M | 6.2% | 2026-Q1 |
| FMR LLC added | 7,091,344 | $138M | 5.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,688,658 | $110M | 4.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 4,598,052 | $89M | 3.8% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 3,658,353 | $71M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,281,750 | $64M | 2.7% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 2,359,955 | $46M | 1.9% | 2026-Q1 |
| HoldCo Asset Management, LP added | 2,342,744 | $45M | 1.9% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,070,249 | $40M | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,047,625 | $40M | 1.7% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 2,044,917 | $40M | 1.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,789,549 | $35M | 1.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,537,496 | $30M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,474,380 | $29M | 1.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,466,670 | $28M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,384,139 | $27M | 1.1% | 2026-Q1 |
| NORGES BANK added | 1,431,021 | $26M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,321,487 | $26M | 1.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,221,437 | $24M | 1.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 969,274 | $19M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 925,555 | $18M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 905,589 | $18M | 0.7% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 895,386 | $17M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 879,308 | $17M | 0.7% | 2026-Q1 |
| FJ Capital Management LLC added | 851,426 | $17M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 826,248 | $16M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 747,475 | $14M | 0.6% | 2026-Q1 |
| Citizens Business Bank | 342,861 | $13M | 0.6% | 2026-Q1 |
| UBS Group AG added | 631,398 | $12M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 619,329 | $12M | 0.5% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 586,713 | $11M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 529,053 | $10M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 480,844 | $9M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 455,893 | $9M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 454,523 | $9M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 452,016 | $9M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 434,849 | $8M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 430,170 | $8M | 0.4% | 2026-Q1 |
| Weiss Asset Management LP new | 428,200 | $8M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 427,694 | $8M | 0.4% | 2026-Q1 |
| Bernzott Capital Advisors new | 415,389 | $8M | 0.3% | 2026-Q1 |
| Cliffwater LLC | 412,247 | $8M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 373,797 | $7M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 343,244 | $7M | 0.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 325,531 | $6M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 316,309 | $6M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 310,313 | $6M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 291,613 | $6M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 271,942 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 254,800 | $5M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 252,871 | $5M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 252,274 | $5M | 0.2% | 2026-Q1 |
| PMC FIG Opportunities LLC added | 229,213 | $4M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 183,456 | $4M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 179,439 | $3M | 0.1% | 2026-Q1 |
| Atom Investors LP added | 179,247 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 171,342 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 170,090 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 162,816 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 158,134 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 149,896 | $3M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 140,040 | $3M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 135,214 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 130,846 | $3M | 0.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 122,900 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 121,914 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 121,794 | $2M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 119,882 | $2M | 0.1% | 2026-Q1 |
| Momentous Wealth Management, Inc. added | 117,455 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 113,448 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 111,958 | $2M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP new | 110,856 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 109,543 | $2M | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. added | 106,664 | $2M | 0.1% | 2026-Q1 |
| North Reef Capital Management LP trimmed | 100,000 | $2M | 0.1% | 2026-Q1 |
| Fieldview Capital Management, LLC new | 92,243 | $2M | 0.1% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC added | 91,500 | $2M | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 89,177 | $2M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 85,991 | $2M | 0.1% | 2026-Q1 |
| Persistent Asset Partners Ltd added | 85,025 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 85,050 | $2M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 83,016 | $2M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 82,012 | $2M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 79,931 | $2M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 79,890 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 13,628,023 | $253M | 10.7% | 2025-Q4 stale |
| Capital Research Global Investors trimmed | 2,131,818 | $40M | 1.7% | 2025-Q4 stale |
| PANAGORA ASSET MANAGEMENT INC added | 284,350 | $6M | 0.2% | 2025-Q2 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 216,355 | $4M | 0.2% | 2025-Q2 stale |
| Edgestream Partners, L.P. added | 181,826 | $4M | 0.2% | 2025-Q2 stale |
| CLIFFORD CAPITAL PARTNERS LLC trimmed | 190,364 | $4M | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 166,258 | $3M | 0.1% | 2025-Q4 stale |
| Inspire Advisors, LLC added | 128,950 | $2M | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 123,900 | $2M | 0.1% | 2025-Q4 stale |
| Jain Global LLC added | 108,787 | $2M | 0.1% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 92,050 | $2M | 0.1% | 2025-Q4 stale |
| Seaside Wealth Management, Inc. | 80,892 | $2M | 0.1% | 2025-Q3 stale |
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.