CVB Financial

CVBF • NASDAQ

CVB Financial is a banks - regional company in the financial services sector on NASDAQ, led by David A. Brager, with a market cap of $2.7B. As of Q3 2025, 75% of shares are held by 254 institutional investors, with BlackRock, Inc. as the largest holder at 13.8%.

President and CEODavid A. Brager

Market Cap$2.7B

Banks - Regional

Financial Services

Employees1.1K

Websitecbbank.com

Country

United States of America

Overview

Overview of institutional ownership in CVBF as of Q3 2025 with a market cap of $2.6B

All Institutions

Institutions: 254
Value Held: $2.0B
Shares Held: 103.2M
Avg Position: $7.7M
Median Position: $451.5K

Hedge Funds

Hedge Funds: 29
Value Held: $48.3M
Shares Held: 2.6M
Avg Position: $1.7M
Median Position: $694.3K

Ownership Breakdown

Institutional (non-HF)

73.24%

$1.9B

Hedge Funds

1.85%

$48.3M

Retail & Other

24.9%

$649.0M

Based on market cap of $2.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CVBF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$359.5M 0.01% of portfolio	13.80% 19.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$277.8M 0.00% of portfolio	10.66% 14.7M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$134.5M 0.03% of portfolio	5.16% 7.1M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$128.4M 0.00% of portfolio	4.93% 6.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$115.7M 0.01% of portfolio	4.44% 6.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$102.5M 0.02% of portfolio	3.93% 5.4M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
Parallel Advisors, LLC RIA/Wealth	Jerry Eilert Rendic CEO	$72.3M 1.33% of portfolio	2.77% 3.8M shares	Q4 2016 Held for 8y 11m	$5.4B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$61.5M 0.00% of portfolio	2.36% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	$60.3M 0.40% of portfolio	2.31% 3.2M shares	Q4 2013 Held for 11y 11m	$15.1B
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$43.9M 0.15% of portfolio	1.69% 2.3M shares	Q2 2024 Held for 1y 5m	$29.4B

Net Capital Flow

Institutional buying and selling activity for CVBF in Q3 2025

Traded: +$35.1M
Buyers: 130
Sellers: 102
Total Bought: +$128.2M
Total Sold: −$93.2M
Avg Position: $6.9M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$58.9M +3.1M shares	$115.7M 6.1M shares
CLIFFORD CAPITAL PARTNERS LLC Long Only Manager	+$12.3M +648.2K shares	$12.6M 665.3K shares
STATE STREET CORP Institution	+$4.7M +250.8K shares	$128.4M 6.8M shares
B BESSEMER GROUP INC Institution	+$4.7M +249.5K shares	$20.7M 1.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$3.9M +204.5K shares	$4.3M 228.1K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$3.6M +192.2K shares	$13.0M 688.3K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$2.8M +147.1K shares	$134.5M 7.1M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$2.7M +140.7K shares	$32.1M 1.7M shares
NORTHERN TRUST CORP Institution	+$2.4M +125.6K shares	$32.3M 1.7M shares
L LSV ASSET MANAGEMENT Long Only Manager	+$2.3M +122.9K shares	$2.3M 122.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
A AMERICAN CENTURY COMPANIES INC Institution	−$18.2M −960.6K shares	$31.4M 1.7M shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	−$5.6M −284.4K shares	Sold Off 0 shares
UBS Group AG Institution	−$4.6M −243.8K shares	$2.4M 128.8K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$4.3M −216.4K shares	Sold Off 0 shares
Capital Research Global Investors RIA/Wealth	−$4.0M −210.3K shares	$40.6M 2.1M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$3.9M −207.2K shares	$6.6M 348.2K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	−$3.6M −181.8K shares	Sold Off 0 shares
Vident Advisory, LLC ETF Provider	−$3.6M −189.4K shares	$583.8K 30.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$3.3M −176.4K shares	$4.2M 223.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$3.1M −161.3K shares	$1.5M 79.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CVBF in Q3 2025

New Positions: 16
New Value: $4.2M
Exited Positions: 27
Exited Value: $21.9M

New Positions

Institution	Position Value
L LSV ASSET MANAGEMENT Long Only Manager	$2.3M 122.9K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$895.5K 47.4K shares
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$696.5K 36.8K shares
BCJ Capital Management, LLC RIA/Wealth	$254.6K 13.5K shares
S Salomon & Ludwin, LLC Institution	$24.9K 1.3K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$15.9K 841.0 shares
O Optiver Holding B.V. Institution	$8.9K 470.0 shares
R Root Financial Partners, LLC RIA/Wealth	$7.6K 403.0 shares
JPL Wealth Management, LLC RIA/Wealth	$6.4K 339.0 shares
Sontag Advisory, LLC RIA/Wealth	$5.3K 278.0 shares

Exited Positions

Institution	Previous Position
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	$5.6M 284.4K shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$4.3M 216.4K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$3.6M 181.8K shares
M Momentous Wealth Management, Inc. RIA/Wealth	$2.3M 117.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.4M 73.0K shares
Diversified Trust Co RIA/Wealth	$1.0M 51.4K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$403.7K 20.4K shares
ISAM Funds Ltd Hedge Fund•Quant	$368.2K 18.6K shares
H HSBC HOLDINGS PLC Institution	$349.5K 17.6K shares
F FOX RUN MANAGEMENT, L.L.C. Hedge Fund•Quant	$338.7K 17.1K shares

Options Activity

Institutions with the largest Call and Put options positions in CVBF as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CVBF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
CLIFFORD CAPITAL PARTNERS LLC Long Only Manager	Roger Allen Hill CEO	2.17% $12.6M	0.48% 665.3K shares	Q2 2025 Held for 5 months	$578.6M
C Citizens Business Bank Pension/Endowment	William Michael Tremko CEO	2.16% $13.0M	0.25% 342.9K shares	Q4 2012 Held for 12y 11m	$599.2M
Cliffwater LLC Fund of Funds	Stephen Lane Nesbitt CEO	1.64% $7.8M	0.30% 412.2K shares	Q3 2018 Held for 7y 2m	$474.7M
Parallel Advisors, LLC RIA/Wealth	Jerry Eilert Rendic CEO	1.33% $72.3M	2.77% 3.8M shares	Q4 2016 Held for 8y 11m	$5.4B
B Bolthouse Investments, LLC Institution	-	1.01% $1.1M	0.04% 58.7K shares	Q4 2024 Held for 11 months	$110.3M
Seaside Wealth Management, Inc. RIA/Wealth	Bradley James Lineberger President	0.45% $1.5M	0.06% 80.9K shares	Q2 2024 Held for 1y 5m	$337.0M
SILVERCREST ASSET MANAGEMENT GROUP LLC RIA/Wealth	Richard Ralston Hough CEO	0.40% $60.3M	2.31% 3.2M shares	Q4 2013 Held for 11y 11m	$15.1B
Mason & Associates Inc RIA/Wealth	Charles William Mason CEO	0.25% $1.2M	0.05% 66.0K shares	Q4 2021 Held for 3y 11m	$496.5M
M MQS Management LLC Hedge Fund•Global Macro	Robert Yale Gelfond CEO	0.21% $367.2K	0.01% 19.4K shares	Q1 2025 Held for 8 months	$171.4M
E EntryPoint Capital, LLC Hedge Fund•Long/Short	Lawrence Edward Leibowitz CEO	0.21% $544.3K	0.02% 28.8K shares	Q2 2025 Held for 5 months	$258.4M

Hedge Fund Spotlight

Discover hedge funds investing in CVBF

EntryPoint Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerLawrence Edward Leibowitz

Portfolio Value: $258.4M
Positions: 644
Last Reported: Q3 2025

Sector Allocation

Position in CVB Financial

Market Value: $544.3K
Shares Held: 28.8K
Portfolio Weight: 0.21%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Verizon Communications VZ	Telecommunications Services Communication Services	$1.5M	0.60%
2 Strategic Education, Inc. STRA	Education & Training Services Consumer Defensive	$1.5M	0.58%
3 ESCO Technologies ESE	Hardware, Equipment & Parts Technology	$1.5M	0.56%