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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 38,151 | $662.3K | 0.00% | +38,151 | New |
| SEI Investments Co | 40,038 | $695.1K | 0.00% | −58,061−59.2% | Reduced |
| STRS Ohio | 42,300 | $734.0K | 0.00% | +800+1.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 42,529 | $738.3K | 0.01% | +42,529 | New |
| Bailard, Inc. | 43,695 | $758.5K | 0.02% | +25,221+136.5% | Added |
| Independent Advisor Alliance | 45,020 | $781.5K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 47,811 | $830.0K | 0.18% | +47,811 | New |
| John G Ullman & Associates Inc | 49,600 | $861.1K | 0.14% | +49,600 | New |
| Pinnacle Holdings, LLC | 52,061 | $903.8K | 0.37% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 52,362 | $909.0K | 0.00% | +52,362 | New |
| Eagle Wealth Strategies LLC | 54,482 | $945.8K | 0.57% | +54,482 | New |
| Squarepoint Ops LLC | 55,146 | $957.3K | 0.00% | −59,225−51.8% | Reduced |
| Tudor Investment Corp Et Al | 55,264 | $959.4K | 0.01% | +55,264 | New |
| Jacobs Levy Equity Management, Inc | 56,766 | $985.5K | 0.00% | −450−0.8% | Reduced |
| Susquehanna International Group, LLP | 58,477 | $1.02M | 0.00% | −40,559−41.0% | Reduced |
| Legal & General Group Plc | 58,542 | $1.02M | 0.00% | −3,358−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 61,829 | $1.07M | 0.00% | +25,551+70.4% | Added |
| California State Teachers Retirement System | 62,510 | $1.09M | 0.00% | −2,928−4.5% | Reduced |
| Credit Suisse AG | 64,519 | $1.12M | 0.00% | +7,361+12.9% | Added |
| Brandywine Global Investment Management, LLC | 64,937 | $1.13M | 0.01% | −155,784−70.6% | Reduced |
| Commonwealth Equity Services, LLC | 65,417 | $1.14M | 0.00% | +703+1.1% | Added |
| Royal Bank of Canada | 65,455 | $1.14M | 0.00% | +14,501+28.5% | Added |
| Mariner, LLC | 66,721 | $1.16M | 0.00% | −1,206−1.8% | Reduced |
| Citigroup Inc | 66,806 | $1.16M | 0.00% | +33,888+102.9% | Added |
| Trexquant Investment LP | 67,040 | $1.16M | 0.03% | +44,698+200.1% | Added |
| D. E. Shaw & Co., Inc. | 70,349 | $1.22M | 0.00% | +70,349 | New |
| Alliancebernstein L.P. | 71,079 | $1.23M | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 75,000 | $1.30M | 0.04% | −75,000−50.0% | Reduced |
| Mendon Capital Advisors Corp | 75,000 | $1.30M | 0.61% | +75,000 | New |
| Prudential Financial Inc | 75,745 | $1.31M | 0.00% | −7,580−9.1% | Reduced |
| Price T Rowe Associates Inc | 76,273 | $1.32M | 0.00% | +1,298+1.7% | Added |
| Comerica Bank | 76,973 | $1.34M | 0.01% | +16,323+26.9% | Added |
| UBS Asset Management Americas Inc | 77,489 | $1.35M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 80,833 | $1.40M | 0.00% | +25,484+46.0% | Added |
| Walleye Capital LLC | 81,459 | $1.41M | 0.02% | +81,459 | New |
| Rafferty Asset Management, LLC | 83,650 | $1.45M | 0.01% | +45,980+122.1% | Added |
| Rhumbline Advisers | 93,835 | $1.63M | 0.00% | −676−0.7% | Reduced |
| Wells Fargo & Company | 95,083 | $1.65M | 0.00% | −9,816−9.4% | Reduced |
| Federated Hermes, Inc. | 97,974 | $1.70M | 0.00% | +97,974 | New |
| Citadel Advisors LLC | 100,368 | $1.74M | 0.00% | +89,818+851.4% | Added |
| Cubist Systematic Strategies, LLC | 101,724 | $1.77M | 0.02% | +65,654+182.0% | Added |
| Thrivent Financial for Lutherans | 105,965 | $1.84M | 0.00% | +18,919+21.7% | Added |
| Addison Capital Co | 115,606 | $2.01M | 1.25% | +8,505+7.9% | Added |
| Swiss National Bank | 117,033 | $2.03M | 0.00% | −13,700−10.5% | Reduced |
| UBS Group AG | 126,106 | $2.19M | 0.00% | +20,332+19.2% | Added |
| Seizert Capital Partners, LLC | 126,228 | $2.19M | 0.11% | −18,507−12.8% | Reduced |
| Gamco Investors, Inc. Et Al | 139,400 | $2.42M | 0.03% | +20,000+16.8% | Added |
| Arrowstreet Capital, Limited Partnership | 139,496 | $2.42M | 0.00% | +27,607+24.7% | Added |
| Renaissance Technologies LLC | 149,443 | $2.59M | 0.00% | −51,209−25.5% | Reduced |
| Wellington Management Group LLP | 159,411 | $2.77M | 0.00% | −6,299−3.8% | Reduced |
| Wedge Capital Management L L P | 174,444 | $3.03M | 0.05% | +33,316+23.6% | Added |
| Keeley-Teton Advisors, LLC | 183,522 | $3.19M | 0.41% | −10,001−5.2% | Reduced |
| Empowered Funds, LLC | 187,392 | $3.25M | 0.08% | +16,896+9.9% | Added |
| Hennessy Advisors Inc | 205,000 | $3.56M | 0.18% | +55,000+36.7% | Added |
| Two Sigma Investments, LP | 205,785 | $3.57M | 0.01% | +148,184+257.3% | Added |
| Barclays PLC | 257,957 | $4.48M | 0.00% | +92,936+56.3% | Added |
| Bank of America Corp | 281,277 | $4.88M | 0.00% | +64,375+29.7% | Added |
| State of Wisconsin Investment Board | 282,169 | $4.90M | 0.01% | +72,897+34.8% | Added |
| Knights of Columbus Asset Advisors LLC | 295,234 | $5.13M | 0.33% | +183,796+164.9% | Added |
| Two Sigma Advisers, LP | 296,200 | $5.14M | 0.01% | +171,600+137.7% | Added |
| First Trust Advisors LP | 304,052 | $5.28M | 0.01% | +14,049+4.8% | Added |
| Morgan Stanley | 335,722 | $5.83M | 0.00% | +148,722+79.5% | Added |
| Bridgeway Capital Management, LLC | 452,158 | $7.85M | 0.17% | +46,539+11.5% | Added |
| Bank of New York Mellon Corp | 501,890 | $8.71M | 0.00% | +90,338+22.0% | Added |
| LSV Asset Management | 518,711 | $9.01M | 0.02% | −10,200−1.9% | Reduced |
| Millennium Management LLC | 556,990 | $9.67M | 0.01% | +323,467+138.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 572,180 | $9.93M | 0.04% | −39,780−6.5% | Reduced |
| Northern Trust Corp | 572,757 | $9.94M | 0.00% | +5,298+0.9% | Added |
| American Century Companies Inc | 637,391 | $11.1M | 0.01% | +119,620+23.1% | Added |
| AQR Capital Management LLC | 691,382 | $12.0M | 0.02% | +310,853+81.7% | Added |
| Systematic Financial Management LP | 723,697 | $12.6M | 0.37% | +23,835+3.4% | Added |
| Endeavour Capital Advisors Inc | 730,723 | $12.7M | 4.25% | −42,971−5.6% | Reduced |
| Ameriprise Financial Inc | 766,804 | $13.3M | 0.00% | −66,438−8.0% | Reduced |
| Charles Schwab Investment Management Inc | 834,391 | $14.5M | 0.00% | +139,047+20.0% | Added |
| JPMorgan Chase & Co | 955,561 | $16.6M | 0.00% | −973,210−50.5% | Reduced |
| Goldman Sachs Group Inc | 1,046,061 | $18.2M | 0.00% | +66,868+6.8% | Added |
| Geode Capital Management, LLC | 1,330,911 | $23.1M | 0.00% | +52,854+4.1% | Added |
| Boston Partners | 1,348,161 | $23.6M | 0.03% | −45,980−3.3% | Reduced |
| Invesco Ltd. | 1,379,173 | $23.9M | 0.01% | +144,337+11.7% | Added |
| Nuveen Asset Management, LLC | 1,504,708 | $26.1M | 0.01% | +215,984+16.8% | Added |
| GW&K Investment Management, LLC | 1,589,576 | $27.6M | 0.26% | −157,908−9.0% | Reduced |
| State Street Corp | 1,846,557 | $32.1M | 0.00% | +264,655+16.7% | Added |
| Dimensional Fund Advisors LP | 3,152,468 | $54.7M | 0.02% | +6,367+0.2% | Added |
| Vanguard Group Inc | 3,369,343 | $58.5M | 0.00% | +74,245+2.3% | Added |
| BlackRock Inc. | 8,507,527 | $147.7M | 0.00% | +493,846+6.2% | Added |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −786,489−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −460,796−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −413,874−100.0% | Sold out |
| John W. Rosenthal Capital Management, Inc. | 0 | $0 | 0.00% | −153,600−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −147,748−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −81,325−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −70,200−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −42,549−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −41,665−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −32,416−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −19,862−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −16,756−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,635−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −12,884−100.0% | Sold out |