| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 10% | $15,471,824 | 912,792 | AllianceBernstein L.P. | 30 Nov 2025 | |||
| BayVanguard Bank Employee Stock Ownership Plan Trust | 9.6% | +19% | $15,395,799 | -$139,174 | 853,899 | -0.9% | BayVanguard Bank Employee Stock Ownership Plan Trust | 31 Dec 2025 |
| BlackRock, Inc. | 5.4% | $8,933,501 | 536,009 | BlackRock, Inc. | 30 Sep 2025 | |||
| VANGUARD GROUP INC | 5% | $8,073,191 | 500,809 | The Vanguard Group | 30 Sep 2025 | |||
| Fourthstone LLC | 3% | -65% | $4,797,699 | -$9,211,226 | 297,624 | -66% | Fourthstone LLC | 30 Sep 2025 |
As of 31 Dec 2025, 59 institutional investors reported holding 3,434,929 shares of BV Financial, Inc. - Common Stock, par value $0.01 per share (BVFL). This represents 39% of the company’s total 8,894,781 outstanding shares.
The largest institutional shareholders of BV Financial, Inc. - Common Stock, par value $0.01 per share (BVFL) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 10% | 908,014 | -6.7% | 0.01% | $16,471,374 |
| BlackRock, Inc. | 6.2% | 548,629 | +2.1% | 0% | $9,952,131 |
| VANGUARD GROUP INC | 5.3% | 468,402 | -6.5% | 0% | $8,496,812 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 184,030 | -4.8% | 0% | $3,338,783 |
| Oppenheimer & Close, LLC | 1.7% | 150,000 | 0% | 1.9% | $2,721,000 |
| GENDELL JEFFREY L | 1.6% | 141,262 | 0% | 0.04% | $2,562,493 |
| DIMENSIONAL FUND ADVISORS LP | 1.3% | 115,505 | +7.3% | 0% | $2,095,172 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3% | 115,248 | 0% | 0% | $2,090,599 |
| STATE STREET CORP | 1.2% | 106,664 | +0.28% | 0% | $1,934,885 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 100,548 | +19% | 0% | $1,823,941 |
| STILWELL VALUE LLC | 1.1% | 95,000 | -5% | 0.95% | $1,723,300 |
| Beartown Capital Management, LLC | 0.68% | 60,616 | 0% | 0.86% | $1,099,574 |
| NORTHERN TRUST CORP | 0.62% | 55,100 | -12% | 0% | $999,515 |
| GOLDMAN SACHS GROUP INC | 0.49% | 43,204 | +36% | 0% | $783,721 |
| Saber Capital Managment, LLC | 0.39% | 34,266 | 0% | 0.53% | $621,585 |
| BARCLAYS PLC | 0.33% | 29,203 | +2.7% | 0% | $529,743 |
| PANAGORA ASSET MANAGEMENT INC | 0.32% | 28,285 | +12% | 0% | $513,090 |
| COURIER CAPITAL LLC | 0.28% | 25,000 | 0% | 0.03% | $453,500 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.28% | 24,849 | -6.8% | 0% | $450,761 |
| MORGAN STANLEY | 0.26% | 23,456 | +23% | 0% | $425,493 |
| Bank of New York Mellon Corp | 0.25% | 22,514 | +6.5% | 0% | $408,404 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.24% | 21,747 | +10% | 0.01% | $394,491 |
| BANK OF AMERICA CORP /DE/ | 0.24% | 21,535 | +17% | 0% | $390,645 |
| TWO SIGMA INVESTMENTS, LP | 0.15% | 13,377 | +9.8% | 0% | $242,659 |
| STRS OHIO | 0.15% | 13,100 | 0% | 0% | $237,634 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,434,929 | $62,292,594 | -$11,068,875 | $18.14 | 59 |
| 2025 Q3 | 4,041,536 | $65,152,948 | -$11,154,205 | $16.12 | 59 |
| 2025 Q2 | 4,739,951 | $72,190,433 | +$2,833,181 | $15.23 | 49 |
| 2025 Q1 | 4,552,228 | $69,466,635 | +$137,409 | $15.26 | 37 |
| 2024 Q4 | 4,492,599 | $77,362,831 | -$3,259,699 | $17.22 | 37 |
| 2024 Q3 | 4,251,557 | $65,261,423 | +$4,712,103 | $15.35 | 27 |
| 2024 Q2 | 3,954,386 | $47,096,761 | +$253,494 | $11.91 | 23 |
| 2024 Q1 | 3,944,073 | $40,742,981 | -$1,430,692 | $10.33 | 28 |
| 2023 Q4 | 3,980,499 | $56,443,681 | +$7,995,707 | $14.18 | 25 |
| 2023 Q3 | 2,968,537 | $29,922,954 | +$29,922,954 | $10.08 | 18 |