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, Q1 2024
Institutional positions in Oceanfirst Financial Corp as of Mar 31, 2024. 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
- 195
- +11 vs. Q4 2023
- Shares held
- 42.2M
- +387.4K (+0.9%) vs. Q4 2023
- Total value
- $692.0M
- −$33.9M (−4.7%) vs. Q4 2023
- New holders
- 31
- 66 more added
- Sold out
- 20
- 61 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 6 | $99 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $148 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $164 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $180 | 0.00% | +11 | New |
| Huntington National Bank | 21 | $345 | 0.00% | +21 | New |
| Versant Capital Management, Inc | 22 | $361 | 0.00% | −98−81.7% | Reduced |
| GAMMA Investing LLC | 35 | $574 | 0.00% | −44−55.7% | Reduced |
| Quadrant Capital Group LLC | 44 | $723 | 0.00% | +44 | New |
| Covestor Ltd | 47 | $1.00K | 0.00% | −72−60.5% | Reduced |
| AdvisorNet Financial, Inc | 65 | $1.07K | 0.00% | +65 | New |
| EverSource Wealth Advisors, LLC | 75 | $1.11K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 71 | $1.17K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $1.40K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 136 | $2.23K | 0.00% | +119+700.0% | Added |
| Key Financial Inc | 180 | $2.95K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 196 | $3.22K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 210 | $3.65K | 0.00% | +210 | New |
| Park Place Capital Corp | 244 | $4.00K | 0.00% | +244 | New |
| GWM Advisors LLC | 267 | $4.38K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $4.92K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 310 | $5.09K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $8.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 708 | $11.6K | 0.00% | +1+0.1% | Added |
| Sandy Spring Bank | 900 | $14.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,037 | $16.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,023 | $16.8K | 0.00% | −7,766−88.4% | Reduced |
| NVWM, LLC | 1,147 | $18.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,200 | $19.7K | 0.00% | +1,200 | New |
| Northwestern Mutual Wealth Management Co | 1,268 | $20.8K | 0.00% | +16+1.3% | Added |
| Tower Research Capital LLC (TRC) | 1,273 | $20.9K | 0.00% | −14,304−91.8% | Reduced |
| Annapolis Financial Services, LLC | 1,750 | $28.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,947 | $31.9K | 0.01% | +676+53.2% | Added |
| CWM, LLC | 1,960 | $32.0K | 0.00% | +1,521+346.5% | Added |
| Amalgamated Bank | 2,017 | $33.0K | 0.00% | −3,119−60.7% | Reduced |
| Assetmark, Inc | 2,024 | $33.2K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,200 | $36.1K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,404 | $39.0K | 0.00% | +2,404 | New |
| FMR LLC | 2,386 | $39.2K | 0.00% | +373+18.5% | Added |
| Metropolitan Life Insurance Co | 2,731 | $44.8K | 0.00% | −493−15.3% | Reduced |
| Aquatic Capital Management LLC | 3,600 | $59.1K | 0.00% | −15,100−80.7% | Reduced |
| State of Wyoming | 3,690 | $60.6K | 0.01% | +168+4.8% | Added |
| Parkside Financial Bank & Trust | 3,858 | $63.3K | 0.01% | +996+34.8% | Added |
| Plante Moran Financial Advisors, LLC | 4,000 | $65.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,027 | $66.1K | 0.00% | +2,890+254.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,261 | $69.9K | 0.02% | +4,261 | New |
| Blue Bell Private Wealth Management, LLC | 5,475 | $89.8K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,606 | $92.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,792 | $95.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,752 | $122.6K | 0.00% | +7,752 | New |
| Caldwell Sutter Capital, Inc. | 7,964 | $130.7K | 0.06% | 00.0% | Unchanged |
| Great West Life Assurance Co | 8,783 | $144.0K | 0.00% | −165−1.8% | Reduced |
| EMC Capital Management | 9,152 | $150.0K | 0.09% | +9,152 | New |
| Umb Bank N A | 9,550 | $156.7K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,081 | $165.4K | 0.00% | +10,081 | New |
| Campbell & CO Investment Adviser LLC | 10,184 | $167.1K | 0.01% | −21,366−67.7% | Reduced |
| Invst, LLC | 10,690 | $169.0K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,415 | $170.9K | 0.03% | +10,415 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,436 | $171.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,474 | $171.9K | 0.00% | +10,474 | New |
| Point72 Asset Management, L.P. | 10,500 | $172.3K | 0.00% | +2,900+38.2% | Added |
| Creative Planning | 11,340 | $186.1K | 0.00% | +11,340 | New |
| nVerses Capital, LLC | 11,700 | $192.0K | 0.46% | +11,700 | New |
| Y-Intercept (Hong Kong) Ltd | 11,938 | $195.9K | 0.01% | +11,938 | New |
| Chapin Davis, Inc. | 11,944 | $196.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,803 | $210.0K | 0.00% | +12,803 | New |
| Envestnet Asset Management Inc | 13,071 | $214.5K | 0.00% | −4,965−27.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,140 | $215.6K | 0.01% | +13,140 | New |
| Caxton Associates LP | 13,219 | $216.9K | 0.01% | −18,306−58.1% | Reduced |
| Foundry Partners, LLC | 13,542 | $222.2K | 0.01% | −1,652−10.9% | Reduced |
| Victory Capital Management Inc | 14,143 | $232.1K | 0.00% | +899+6.8% | Added |
| Centiva Capital, LP | 14,672 | $240.8K | 0.01% | +14,672 | New |
| Balyasny Asset Management LLC | 15,027 | $246.6K | 0.00% | +15,027 | New |
| Arizona State Retirement System | 16,331 | $268.0K | 0.00% | −280−1.7% | Reduced |
| HRT Financial LP | 17,204 | $282.0K | 0.00% | −9,997−36.8% | Reduced |
| Teacher Retirement System of Texas | 17,327 | $284.0K | 0.00% | +17,327 | New |
| Jane Street Group, LLC | 17,477 | $286.8K | 0.00% | −4,161−19.2% | Reduced |
| The PNC Financial Services Group, Inc. | 17,790 | $291.9K | 0.00% | +356+2.0% | Added |
| Harbor Capital Advisors, Inc. | 18,927 | $311.0K | 0.04% | +18,927 | New |
| Ledgewood Wealth Advisors, LLC | 19,227 | $315.5K | 0.29% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 19,493 | $319.9K | 0.01% | +6,831+53.9% | Added |
| Commerce Bank | 19,515 | $320.2K | 0.00% | +285+1.5% | Added |
| Atom Investors LP | 20,086 | $329.6K | 0.04% | −714−3.4% | Reduced |
| Janney Montgomery Scott LLC | 20,333 | $334.0K | 0.00% | −4,016−16.5% | Reduced |
| Grace & White Inc | 20,404 | $334.8K | 0.06% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 21,835 | $358.3K | 0.00% | −22−0.1% | Reduced |
| Voloridge Investment Management, LLC | 22,454 | $368.5K | 0.00% | −29,908−57.1% | Reduced |
| John G Ullman & Associates Inc | 22,700 | $372.5K | 0.06% | −26,900−54.2% | Reduced |
| Raymond James & Associates | 23,450 | $384.8K | 0.00% | +23,450 | New |
| Qube Research & Technologies Ltd | 23,680 | $388.6K | 0.00% | −57,153−70.7% | Reduced |
| CRA Financial Services, LLC | 25,453 | $417.7K | 0.09% | +139+0.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 25,762 | $422.8K | 0.01% | −16,767−39.4% | Reduced |
| Janus Henderson Group PLC | 26,687 | $437.4K | 0.00% | +10.0% | Added |
| Man Group plc | 26,782 | $439.5K | 0.00% | −1,685−5.9% | Reduced |
| Deutsche Bank AG | 27,163 | $445.7K | 0.00% | +3,180+13.3% | Added |
| Quantbot Technologies LP | 27,452 | $450.5K | 0.03% | +5,274+23.8% | Added |
| Manufacturers Life Insurance Company, The | 28,558 | $468.6K | 0.00% | −962−3.3% | Reduced |
| American International Group, Inc. | 28,729 | $471.4K | 0.00% | −246−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,963 | $475.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 28,996 | $475.8K | 0.00% | +11,997+70.6% | Added |