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 |
|---|---|---|---|---|---|
| HRT Financial LP | 27,201 | $472.0K | 0.00% | +6,412+30.8% | Added |
| Janus Henderson Group PLC | 26,686 | $463.5K | 0.00% | −45−0.2% | Reduced |
| Black Maple Capital Management LP | 25,395 | $440.9K | 0.41% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 25,314 | $439.5K | 0.11% | +696+2.8% | Added |
| Dark Forest Capital Management LP | 25,294 | $439.1K | 0.07% | +25,294 | New |
| Maltese Capital Management LLC | 25,000 | $434.0K | 0.12% | +25,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 24,963 | $433.4K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 24,809 | $430.7K | 0.00% | +3,475+16.3% | Added |
| Janney Montgomery Scott LLC | 24,349 | $423.0K | 0.00% | −8,111−25.0% | Reduced |
| Deutsche Bank AG | 23,983 | $416.3K | 0.00% | −777−3.1% | Reduced |
| Quantbot Technologies LP | 22,178 | $385.0K | 0.02% | +19,815+838.6% | Added |
| New York State Common Retirement Fund | 21,857 | $379.4K | 0.00% | −2,171−9.0% | Reduced |
| Jane Street Group, LLC | 21,638 | $375.6K | 0.00% | −17,099−44.1% | Reduced |
| Atom Investors LP | 20,800 | $361.1K | 0.06% | +4,666+28.9% | Added |
| Winton Group Ltd | 20,517 | $356.2K | 0.03% | +10,103+97.0% | Added |
| Grace & White Inc | 20,404 | $354.2K | 0.06% | 00.0% | Unchanged |
| Entropy Technologies, LP | 19,581 | $339.9K | 0.06% | +19,581 | New |
| Commerce Bank | 19,230 | $333.8K | 0.00% | −1,153−5.7% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,227 | $333.8K | 0.31% | +19,227 | New |
| Alps Advisors Inc | 19,091 | $331.4K | 0.00% | −1,087−5.4% | Reduced |
| New York Life Investment Management LLC | 18,832 | $326.9K | 0.00% | −434−2.3% | Reduced |
| Aquatic Capital Management LLC | 18,700 | $325.0K | 0.01% | +9,500+103.3% | Added |
| Envestnet Asset Management Inc | 18,036 | $313.1K | 0.00% | −3,603−16.7% | Reduced |
| The PNC Financial Services Group, Inc. | 17,434 | $302.7K | 0.00% | +1,016+6.2% | Added |
| Stifel Financial Corp | 16,999 | $295.1K | 0.00% | −17,510−50.7% | Reduced |
| State Board of Administration of Florida Retirement System | 16,638 | $288.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,611 | $288.4K | 0.00% | −326−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 15,577 | $270.4K | 0.00% | −2,584−14.2% | Reduced |
| Foundry Partners, LLC | 15,194 | $263.8K | 0.02% | +2,525+19.9% | Added |
| ExodusPoint Capital Management, LP | 14,819 | $257.0K | 0.00% | +14,819 | New |
| Moneta Group Investment Advisors LLC | 14,453 | $250.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,449 | $250.8K | 0.00% | +14,449 | New |
| HSBC Holdings PLC | 13,808 | $240.9K | 0.00% | −1,978−12.5% | Reduced |
| Victory Capital Management Inc | 13,244 | $229.9K | 0.00% | −4,995−27.4% | Reduced |
| Gsa Capital Partners LLP | 12,909 | $224.0K | 0.02% | −57,250−81.6% | Reduced |
| Graham Capital Management, L.P. | 12,662 | $219.8K | 0.01% | +12,662 | New |
| Chapin Davis, Inc. | 11,944 | $207.3K | 0.09% | +11,944 | New |
| HighTower Advisors, LLC | 11,790 | $204.0K | 0.00% | +1,632+16.1% | Added |
| Verition Fund Management LLC | 10,559 | $183.3K | 0.00% | −7,900−42.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,436 | $181.2K | 0.00% | −2,289−18.0% | Reduced |
| Invst, LLC | 10,690 | $168.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 9,550 | $165.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 8,948 | $154.0K | 0.00% | −776−8.0% | Reduced |
| Public Employees Retirement System of Ohio | 8,789 | $152.6K | 0.00% | +121+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 7,964 | $138.3K | 0.07% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,600 | $131.9K | 0.00% | +4,500+145.2% | Added |
| Ameritas Investment Partners, Inc. | 5,792 | $100.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,606 | $97.3K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,475 | $95.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 5,136 | $89.0K | 0.00% | −600−10.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,000 | $69.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,522 | $61.1K | 0.01% | +441+14.3% | Added |
| Metropolitan Life Insurance Co | 3,224 | $56.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,862 | $49.7K | 0.01% | +252+9.7% | Added |
| Norwood Financial Corp | 2,200 | $38.2K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,041 | $35.4K | 0.03% | +2,041 | New |
| Assetmark, Inc | 2,024 | $35.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,013 | $34.9K | 0.00% | +360+21.8% | Added |
| Annapolis Financial Services, LLC | 1,750 | $30.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,271 | $22.1K | 0.01% | +847+199.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,252 | $21.7K | 0.00% | +17+1.4% | Added |
| Elequin Capital LP | 1,152 | $20.0K | 0.01% | −11,179−90.7% | Reduced |
| NVWM, LLC | 1,147 | $19.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,137 | $19.7K | 0.00% | −460−28.8% | Reduced |
| Farther Finance Advisors, LLC | 1,037 | $18.0K | 0.00% | −14,963−93.5% | Reduced |
| Sandy Spring Bank | 900 | $15.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 707 | $12.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 600 | $10.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $8.65K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 439 | $8.00K | 0.00% | +299+213.6% | Added |
| Planning Capital Management Corp | 310 | $5.38K | 0.00% | +310 | New |
| North Star Investment Management Corp. | 300 | $5.21K | 0.00% | −145,060−99.8% | Reduced |
| GWM Advisors LLC | 267 | $4.63K | 0.00% | +267 | New |
| Principal Securities, Inc. | 196 | $3.40K | 0.00% | +196 | New |
| Key Financial Inc | 180 | $3.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $2.08K | 0.00% | +120 | New |
| Covestor Ltd | 119 | $2.00K | 0.00% | +13+12.3% | Added |
| Russell Investments Group, Ltd. | 86 | $1.49K | 0.00% | +51+145.7% | Added |
| Glen Eagle Advisors, LLC | 85 | $1.48K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 79 | $1.36K | 0.00% | +79 | New |
| EverSource Wealth Advisors, LLC | 75 | $1.30K | 0.00% | +75 | New |
| Nisa Investment Advisors, LLC | 71 | $1.23K | 0.00% | −3,300−97.9% | Reduced |
| Signaturefd, LLC | 17 | $295 | 0.00% | −30−63.8% | Reduced |
| SRS Capital Advisors, Inc. | 6 | $105 | 0.00% | −46−88.5% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $0 | 0.00% | +30 | New |
| 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 |