| 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 | 8.1% | $13,225,836 | 861,618 | BayVanguard Bank Employee Stock Ownership Plan Trust | 31 Dec 2024 | |||
| 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 30 Sep 2025, 59 institutional investors reported holding 4,041,536 shares of BV Financial, Inc. - Common Stock (BVFL). This represents 46% of the company’s total 8,862,058 outstanding shares.
The largest institutional shareholders of BV Financial, Inc. - Common Stock (BVFL) together control 44% 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. | 11% | 972,792 | -3.7% | 0% | $15,681,407 |
| BlackRock, Inc. | 6.1% | 537,153 | +7.2% | 0% | $8,658,906 |
| VANGUARD GROUP INC | 5.7% | 500,809 | +0.86% | 0% | $8,073,041 |
| Fourthstone LLC | 3.4% | 297,624 | -65% | 0.86% | $4,797,699 |
| BlackBarn Capital Partners LP | 3.3% | 291,442 | -39% | 1.5% | $4,698,045 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 193,214 | -6.9% | 0% | $3,115,057 |
| Oppenheimer & Close, LLC | 1.7% | 150,000 | 0% | 1.6% | $2,418,000 |
| GENDELL JEFFREY L | 1.6% | 141,262 | 0% | 0.04% | $2,277,143 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3% | 115,248 | -7.8% | 0% | $1,857,798 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 107,693 | +5.2% | 0% | $1,736,099 |
| STATE STREET CORP | 1.2% | 106,365 | +7.7% | 0% | $1,714,604 |
| STILWELL VALUE LLC | 1.1% | 100,000 | 0% | 0.76% | $1,612,000 |
| RAYMOND JAMES FINANCIAL INC | 0.95% | 84,231 | +2.8% | 0% | $1,357,804 |
| NORTHERN TRUST CORP | 0.71% | 62,649 | -5.6% | 0% | $1,009,901 |
| GOLDMAN SACHS GROUP INC | 0.36% | 31,846 | 0% | $513,357 | |
| BARCLAYS PLC | 0.32% | 28,422 | +83% | 0% | $458,162 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.3% | 26,674 | 0% | 0% | $429,985 |
| PANAGORA ASSET MANAGEMENT INC | 0.28% | 25,188 | +130% | 0% | $406,031 |
| COURIER CAPITAL LLC | 0.28% | 25,000 | 0% | 0.02% | $403,000 |
| HSBC HOLDINGS PLC | 0.24% | 21,648 | 0% | $351,564 | |
| Bank of New York Mellon Corp | 0.24% | 21,145 | +3.7% | 0% | $340,858 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.22% | 19,764 | 0.01% | $318,596 | |
| MORGAN STANLEY | 0.22% | 19,122 | +17% | 0% | $308,247 |
| BANK OF AMERICA CORP /DE/ | 0.21% | 18,387 | +397% | 0% | $296,398 |
| Empowered Funds, LLC | 0.19% | 16,764 | 0% | $270,236 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,530 | $27,754 | -$26,615 | $18.14 | 1 |
| 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 |