Oceanfirst Financial Corp
OCFC- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001004702
In the last 90 days, Oceanfirst Financial Corp insiders filed 0 open-market purchases and 2 sales; 230 institutions reported holding it in 13F filings for Q2 2026, worth $1.57B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Oceanfirst Financial Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 182
- +12 vs. Q2 2023
- Shares held
- 41.5M
- −185.8K (−0.4%) vs. Q2 2023
- Total value
- $599.9M
- −$52.1M (−8.0%) vs. Q2 2023
- New holders
- 22
- 66 more added
- Sold out
- 10
- 62 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OCFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 230 | $1.57B |
| Q1 2026 | 206 | $905.9M |
| Q4 2025 | 186 | $824.6M |
| Q3 2025 | 188 | $764.7M |
| Q2 2025 | 193 | $761.2M |
| Q1 2025 | 205 | $740.2M |
| Q4 2024 | 197 | $777.6M |
| Q3 2024 | 194 | $779.1M |
| Q2 2024 | 183 | $675.4M |
| Q1 2024 | 195 | $692.0M |
| Q4 2023 | 185 | $726.4M |
| Q3 2023 | 182 | $599.9M |
| Q2 2023 | 171 | $654.5M |
| Q1 2023 | 194 | $764.3M |
| Q4 2022 | 191 | $890.3M |
| Q3 2022 | 184 | $769.8M |
| Q2 2022 | 191 | $793.4M |
| Q1 2022 | 188 | $836.4M |
| Q4 2021 | 178 | $915.0M |
| Q3 2021 | 175 | $874.4M |
| Q2 2021 | 167 | $847.8M |
| Q1 2021 | 161 | $979.7M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 12 | $168 | 0.00% | +12 | New |
| Russell Investments Group, Ltd. | 35 | $506 | 0.00% | −9,338−99.6% | Reduced |
| Signaturefd, LLC | 47 | $680 | 0.00% | −84−64.1% | Reduced |
| SRS Capital Advisors, Inc. | 52 | $753 | 0.00% | +5+10.6% | Added |
| US Bancorp | 64 | $926 | 0.00% | −202−75.9% | Reduced |
| Glen Eagle Advisors, LLC | 85 | $1.23K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $2.00K | 0.00% | −5−4.5% | Reduced |
| CWM, LLC | 140 | $2.00K | 0.00% | +121+636.8% | Added |
| Key Financial Inc | 180 | $2.60K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 225 | $3.26K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 250 | $3.62K | 0.00% | +115+85.2% | Added |
| Quarry LP | 424 | $6.13K | 0.00% | +424 | New |
| Quadrant Capital Group LLC | 445 | $6.44K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $7.41K | 0.00% | +512 | New |
| City State Bank | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 707 | $10.2K | 0.00% | +1+0.1% | Added |
| Sandy Spring Bank | 900 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $16.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,235 | $17.9K | 0.00% | +14+1.1% | Added |
| Advisor Group Holdings, Inc. | 1,597 | $23.1K | 0.00% | +894+127.2% | Added |
| FMR LLC | 1,653 | $23.9K | 0.00% | +528+46.9% | Added |
| Annapolis Financial Services, LLC | 1,750 | $25.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,024 | $29.3K | 0.00% | +185+10.1% | Added |
| Norwood Financial Corp | 2,200 | $31.8K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,363 | $34.2K | 0.00% | +2,363 | New |
| Parkside Financial Bank & Trust | 2,610 | $37.8K | 0.01% | +636+32.2% | Added |
| New York State Teachers Retirement System | 3,065 | $44.0K | 0.00% | −2,084−40.5% | Reduced |
| State of Wyoming | 3,081 | $44.6K | 0.01% | +1,007+48.6% | Added |
| Point72 Asset Management, L.P. | 3,100 | $44.9K | 0.00% | +3,100 | New |
| Metropolitan Life Insurance Co | 3,224 | $46.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,371 | $48.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,000 | $57.9K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,475 | $79.2K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,606 | $81.0K | 0.03% | −318−5.4% | Reduced |
| Amalgamated Bank | 5,736 | $83.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,792 | $83.8K | 0.00% | +1,089+23.2% | Added |
| Caldwell Sutter Capital, Inc. | 7,964 | $115.2K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,668 | $125.0K | 0.00% | +51+0.6% | Added |
| Aquatic Capital Management LLC | 9,200 | $133.0K | 0.01% | +9,200 | New |
| Umb Bank N A | 9,550 | $138.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,579 | $138.6K | 0.01% | +1,550+19.3% | Added |
| Great West Life Assurance Co | 9,724 | $141.0K | 0.00% | +3,585+58.4% | Added |
| Allspring Global Investments Holdings, LLC | 9,788 | $141.6K | 0.00% | −2,210−18.4% | Reduced |
| HighTower Advisors, LLC | 10,158 | $149.0K | 0.00% | −191−1.8% | Reduced |
| Teacher Retirement System of Texas | 10,272 | $149.0K | 0.00% | +10,272 | New |
| Winton Group Ltd | 10,414 | $150.7K | 0.01% | +367+3.7% | Added |
| Teton Advisors, Inc. | 10,440 | $151.1K | 0.05% | −272−2.5% | Reduced |
| Citadel Advisors LLC | 10,550 | $152.7K | 0.00% | +10,550 | New |
| Invst, LLC | 10,690 | $154.7K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,195 | $176.0K | 0.00% | +12,195 | New |
| Elequin Capital LP | 12,331 | $178.4K | 0.03% | +12,331 | New |
| Foundry Partners, LLC | 12,669 | $183.3K | 0.01% | −523−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,725 | $184.1K | 0.00% | +3,796+42.5% | Added |
| Point72 Middle East FZE | 12,884 | $186.4K | 0.01% | +12,884 | New |
| Virtu Financial LLC | 13,635 | $197.0K | 0.02% | +13,635 | New |
| Moneta Group Investment Advisors LLC | 14,453 | $209.1K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 15,786 | $228.2K | 0.00% | −32,559−67.3% | Reduced |
| Farther Finance Advisors, LLC | 16,000 | $231.5K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 16,134 | $233.5K | 0.05% | +16,134 | New |
| The PNC Financial Services Group, Inc. | 16,418 | $237.6K | 0.00% | −713−4.2% | Reduced |
| State Board of Administration of Florida Retirement System | 16,638 | $240.8K | 0.00% | +90+0.5% | Added |
| Channing Capital Management, LLC | 16,756 | $242.5K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,937 | $245.1K | 0.00% | +309+1.9% | Added |
| Tower Research Capital LLC (TRC) | 18,161 | $262.8K | 0.01% | +13,340+276.7% | Added |
| Victory Capital Management Inc | 18,239 | $263.9K | 0.00% | −4,681−20.4% | Reduced |
| Verition Fund Management LLC | 18,459 | $267.1K | 0.00% | +18,459 | New |
| Bailard, Inc. | 18,474 | $267.3K | 0.01% | +18,474 | New |
| New York Life Investment Management LLC | 19,266 | $278.8K | 0.00% | −3,036−13.6% | Reduced |
| Truist Financial Corp | 19,862 | $287.4K | 0.00% | −3,958−16.6% | Reduced |
| Alps Advisors Inc | 20,178 | $292.0K | 0.00% | +5,008+33.0% | Added |
| Commerce Bank | 20,383 | $294.9K | 0.00% | +1,428+7.5% | Added |
| Grace & White Inc | 20,404 | $295.2K | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 20,789 | $300.0K | 0.00% | −15,672−43.0% | Reduced |
| Principal Financial Group Inc | 21,334 | $308.7K | 0.00% | +6,846+47.3% | Added |
| First Republic Investment Management, Inc. | 21,517 | $311.4K | 0.00% | −1,695−7.3% | Reduced |
| Envestnet Asset Management Inc | 21,639 | $313.1K | 0.00% | +4,667+27.5% | Added |
| Caxton Associates LP | 22,045 | $319.0K | 0.04% | +22,045 | New |
| Trexquant Investment LP | 22,342 | $323.3K | 0.01% | −13,535−37.7% | Reduced |
| Algert Global LLC | 22,534 | $326.1K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 23,336 | $337.7K | 0.00% | −201−0.9% | Reduced |
| New York State Common Retirement Fund | 24,028 | $347.7K | 0.00% | +18+0.1% | Added |
| CRA Financial Services, LLC | 24,618 | $356.2K | 0.10% | +126+0.5% | Added |
| Deutsche Bank AG | 24,760 | $358.3K | 0.00% | +4,241+20.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,963 | $361.2K | 0.00% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 25,395 | $367.5K | 0.33% | −7,594−23.0% | Reduced |
| Janus Henderson Group PLC | 26,731 | $387.2K | 0.00% | +20.0% | Added |
| American International Group, Inc. | 29,093 | $421.0K | 0.00% | +1,035+3.7% | Added |
| Corbyn Investment Management Inc | 30,012 | $434.3K | 0.22% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 30,017 | $434.3K | 0.00% | +6,323+26.7% | Added |
| Occudo Quantitative Strategies LP | 31,151 | $450.8K | 0.06% | +31,151 | New |
| MetLife Investment Management | 31,851 | $460.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 32,416 | $469.1K | 0.00% | +685+2.2% | Added |
| Janney Montgomery Scott LLC | 32,460 | $470.0K | 0.00% | +4,422+15.8% | Added |
| Citigroup Inc | 32,918 | $476.3K | 0.00% | −27,943−45.9% | Reduced |
| LPL Financial LLC | 33,224 | $480.8K | 0.00% | −246−0.7% | Reduced |
| Voya Investment Management LLC | 33,850 | $489.8K | 0.00% | +2,808+9.0% | Added |
| Stifel Financial Corp | 34,509 | $499.3K | 0.00% | −13,927−28.8% | Reduced |
| Fourthstone LLC | 35,100 | $507.9K | 0.12% | +1,230+3.6% | Added |
| Cubist Systematic Strategies, LLC | 36,070 | $521.9K | 0.01% | −29,658−45.1% | Reduced |