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, Q4 2023
Institutional positions in Oceanfirst Financial Corp as of Dec 31, 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
- 185
- +4 vs. Q3 2023
- Shares held
- 41.8M
- +355.0K (+0.9%) vs. Q3 2023
- Total value
- $726.4M
- +$126.8M (+21.1%) vs. Q3 2023
- New holders
- 31
- 71 more added
- Sold out
- 27
- 55 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 30 | $0 | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 6 | $105 | 0.00% | −46−88.5% | Reduced |
| Signaturefd, LLC | 17 | $295 | 0.00% | −30−63.8% | Reduced |
| Nisa Investment Advisors, LLC | 71 | $1.23K | 0.00% | −3,300−97.9% | Reduced |
| EverSource Wealth Advisors, LLC | 75 | $1.30K | 0.00% | +75 | New |
| GAMMA Investing LLC | 79 | $1.36K | 0.00% | +79 | New |
| Glen Eagle Advisors, LLC | 85 | $1.48K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 86 | $1.49K | 0.00% | +51+145.7% | Added |
| Covestor Ltd | 119 | $2.00K | 0.00% | +13+12.3% | Added |
| Versant Capital Management, Inc | 120 | $2.08K | 0.00% | +120 | New |
| Key Financial Inc | 180 | $3.13K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 196 | $3.40K | 0.00% | +196 | New |
| GWM Advisors LLC | 267 | $4.63K | 0.00% | +267 | New |
| North Star Investment Management Corp. | 300 | $5.21K | 0.00% | −145,060−99.8% | Reduced |
| Planning Capital Management Corp | 310 | $5.38K | 0.00% | +310 | New |
| CWM, LLC | 439 | $8.00K | 0.00% | +299+213.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $8.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 600 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 707 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 900 | $15.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,037 | $18.0K | 0.00% | −14,963−93.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,137 | $19.7K | 0.00% | −460−28.8% | Reduced |
| NVWM, LLC | 1,147 | $19.9K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,152 | $20.0K | 0.01% | −11,179−90.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,252 | $21.7K | 0.00% | +17+1.4% | Added |
| Quarry LP | 1,271 | $22.1K | 0.01% | +847+199.8% | Added |
| Annapolis Financial Services, LLC | 1,750 | $30.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,013 | $34.9K | 0.00% | +360+21.8% | Added |
| Assetmark, Inc | 2,024 | $35.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,041 | $35.4K | 0.03% | +2,041 | New |
| Norwood Financial Corp | 2,200 | $38.2K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,862 | $49.7K | 0.01% | +252+9.7% | Added |
| Metropolitan Life Insurance Co | 3,224 | $56.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,522 | $61.1K | 0.01% | +441+14.3% | Added |
| Plante Moran Financial Advisors, LLC | 4,000 | $69.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 5,136 | $89.0K | 0.00% | −600−10.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,475 | $95.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,606 | $97.3K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,792 | $100.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,600 | $131.9K | 0.00% | +4,500+145.2% | Added |
| Caldwell Sutter Capital, Inc. | 7,964 | $138.3K | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 8,789 | $152.6K | 0.00% | +121+1.4% | Added |
| Great West Life Assurance Co | 8,948 | $154.0K | 0.00% | −776−8.0% | Reduced |
| Umb Bank N A | 9,550 | $165.8K | 0.00% | 00.0% | Unchanged |
| Invst, LLC | 10,690 | $168.4K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,436 | $181.2K | 0.00% | −2,289−18.0% | Reduced |
| Verition Fund Management LLC | 10,559 | $183.3K | 0.00% | −7,900−42.8% | Reduced |
| HighTower Advisors, LLC | 11,790 | $204.0K | 0.00% | +1,632+16.1% | Added |
| Chapin Davis, Inc. | 11,944 | $207.3K | 0.09% | +11,944 | New |
| Graham Capital Management, L.P. | 12,662 | $219.8K | 0.01% | +12,662 | New |
| Gsa Capital Partners LLP | 12,909 | $224.0K | 0.02% | −57,250−81.6% | Reduced |
| Victory Capital Management Inc | 13,244 | $229.9K | 0.00% | −4,995−27.4% | Reduced |
| HSBC Holdings PLC | 13,808 | $240.9K | 0.00% | −1,978−12.5% | Reduced |
| Captrust Financial Advisors | 14,449 | $250.8K | 0.00% | +14,449 | New |
| Moneta Group Investment Advisors LLC | 14,453 | $250.9K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 14,819 | $257.0K | 0.00% | +14,819 | New |
| Foundry Partners, LLC | 15,194 | $263.8K | 0.02% | +2,525+19.9% | Added |
| Tower Research Capital LLC (TRC) | 15,577 | $270.4K | 0.00% | −2,584−14.2% | Reduced |
| Arizona State Retirement System | 16,611 | $288.4K | 0.00% | −326−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 16,638 | $288.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,999 | $295.1K | 0.00% | −17,510−50.7% | Reduced |
| The PNC Financial Services Group, Inc. | 17,434 | $302.7K | 0.00% | +1,016+6.2% | Added |
| Envestnet Asset Management Inc | 18,036 | $313.1K | 0.00% | −3,603−16.7% | Reduced |
| Aquatic Capital Management LLC | 18,700 | $325.0K | 0.01% | +9,500+103.3% | Added |
| New York Life Investment Management LLC | 18,832 | $326.9K | 0.00% | −434−2.3% | Reduced |
| Alps Advisors Inc | 19,091 | $331.4K | 0.00% | −1,087−5.4% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,227 | $333.8K | 0.31% | +19,227 | New |
| Commerce Bank | 19,230 | $333.8K | 0.00% | −1,153−5.7% | Reduced |
| Entropy Technologies, LP | 19,581 | $339.9K | 0.06% | +19,581 | New |
| Grace & White Inc | 20,404 | $354.2K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 20,517 | $356.2K | 0.03% | +10,103+97.0% | Added |
| Atom Investors LP | 20,800 | $361.1K | 0.06% | +4,666+28.9% | Added |
| Jane Street Group, LLC | 21,638 | $375.6K | 0.00% | −17,099−44.1% | Reduced |
| New York State Common Retirement Fund | 21,857 | $379.4K | 0.00% | −2,171−9.0% | Reduced |
| Quantbot Technologies LP | 22,178 | $385.0K | 0.02% | +19,815+838.6% | Added |
| Deutsche Bank AG | 23,983 | $416.3K | 0.00% | −777−3.1% | Reduced |
| Janney Montgomery Scott LLC | 24,349 | $423.0K | 0.00% | −8,111−25.0% | Reduced |
| Principal Financial Group Inc | 24,809 | $430.7K | 0.00% | +3,475+16.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,963 | $433.4K | 0.00% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 25,000 | $434.0K | 0.12% | +25,000 | New |
| Dark Forest Capital Management LP | 25,294 | $439.1K | 0.07% | +25,294 | New |
| CRA Financial Services, LLC | 25,314 | $439.5K | 0.11% | +696+2.8% | Added |
| Black Maple Capital Management LP | 25,395 | $440.9K | 0.41% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 26,686 | $463.5K | 0.00% | −45−0.2% | Reduced |
| HRT Financial LP | 27,201 | $472.0K | 0.00% | +6,412+30.8% | Added |
| Putnam Investments LLC | 27,331 | $474.5K | 0.00% | +3,995+17.1% | Added |
| Man Group plc | 28,467 | $494.2K | 0.00% | +28,467 | New |
| American International Group, Inc. | 28,975 | $503.0K | 0.00% | −118−0.4% | Reduced |
| MetLife Investment Management | 29,444 | $511.1K | 0.00% | −2,407−7.6% | Reduced |
| Manufacturers Life Insurance Company, The | 29,520 | $512.5K | 0.00% | −497−1.7% | Reduced |
| Corbyn Investment Management Inc | 30,012 | $521.0K | 0.25% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 31,332 | $543.9K | 0.07% | +181+0.6% | Added |
| Caxton Associates LP | 31,525 | $547.3K | 0.03% | +9,480+43.0% | Added |
| Campbell & CO Investment Adviser LLC | 31,550 | $547.7K | 0.05% | +31,550 | New |
| Voya Investment Management LLC | 33,348 | $578.9K | 0.00% | −502−1.5% | Reduced |
| Cerity Partners LLC | 34,506 | $599.0K | 0.00% | +34,506 | New |
| EJF Capital LLC | 35,057 | $608.6K | 0.32% | −9,531−21.4% | Reduced |
| Algert Global LLC | 35,774 | $621.0K | 0.03% | +13,240+58.8% | Added |
| Numerai GP LLC | 36,039 | $625.6K | 0.22% | +36,039 | New |
| LPL Financial LLC | 36,249 | $629.3K | 0.00% | +3,025+9.1% | Added |