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 2024
Institutional positions in Oceanfirst Financial Corp as of Sep 30, 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
- 194
- +12 vs. Q2 2024
- Shares held
- 41.9M
- +7.73M (+22.6%) vs. Q2 2024
- Total value
- $779.1M
- +$235.7M (+43.4%) vs. Q2 2024
- New holders
- 27
- 67 more added
- Sold out
- 15
- 63 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 22 | $409 | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 26 | $476 | 0.00% | +26 | New |
| SRS Capital Advisors, Inc. | 27 | $502 | 0.00% | −24−47.1% | Reduced |
| Signaturefd, LLC | 36 | $669 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 70 | $1.00K | 0.00% | +70 | New |
| Rothschild Investment LLC | 60 | $1.11K | 0.00% | +60 | New |
| Glen Eagle Advisors, LLC | 85 | $1.58K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $1.84K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 84 | $2.00K | 0.00% | +21+33.3% | Added |
| EverSource Wealth Advisors, LLC | 109 | $2.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $2.40K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 180 | $3.35K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 196 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 203 | $3.77K | 0.00% | +203 | New |
| US Bancorp | 248 | $4.61K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 267 | $4.96K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 278 | $5.17K | 0.00% | +278 | New |
| North Star Investment Management Corp. | 300 | $5.58K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $5.58K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 310 | $5.76K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 316 | $5.87K | 0.00% | +114+56.4% | Added |
| Lindbrook Capital, LLC | 359 | $6.67K | 0.00% | −103−22.3% | Reduced |
| True Wealth Design, LLC | 383 | $7.12K | 0.00% | +383 | New |
| Global Retirement Partners, LLC | 500 | $9.29K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.52K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 677 | $12.6K | 0.00% | +677 | New |
| Quadrant Capital Group LLC | 789 | $14.7K | 0.00% | −167−17.5% | Reduced |
| First Horizon Advisors, Inc. | 840 | $15.6K | 0.00% | +164+24.3% | Added |
| Sandy Spring Bank | 900 | $16.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,032 | $19.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,042 | $19.4K | 0.00% | −30−2.8% | Reduced |
| NVWM, LLC | 1,147 | $21.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,159 | $21.5K | 0.00% | +58+5.3% | Added |
| Tompkins Financial Corp | 1,200 | $22.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,300 | $24.2K | 0.00% | +16+1.2% | Added |
| Capital Performance Advisors LLP | 1,343 | $25.0K | 0.01% | +1,343 | New |
| Annapolis Financial Services, LLC | 1,750 | $32.5K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,017 | $37.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,024 | $37.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,120 | $39.4K | 0.01% | −1,891−47.1% | Reduced |
| Point72 (DIFC) Ltd | 2,210 | $41.1K | 0.00% | +2,210 | New |
| nVerses Capital, LLC | 2,300 | $42.8K | 0.02% | +200+9.5% | Added |
| Point72 Asset Management, L.P. | 3,000 | $55.8K | 0.00% | −13,255−81.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,055 | $56.8K | 0.01% | +1,379+82.3% | Added |
| FMR LLC | 3,338 | $62.0K | 0.00% | +371+12.5% | Added |
| Plante Moran Financial Advisors, LLC | 4,000 | $74.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,540 | $84.4K | 0.01% | +391+9.4% | Added |
| Advisor Group Holdings, Inc. | 4,560 | $84.8K | 0.00% | +6+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 5,475 | $101.8K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $104.1K | 0.00% | +5,600 | New |
| Ameritas Investment Partners, Inc. | 5,792 | $107.7K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 150 | $132.0K | 0.11% | −9,002−98.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,722 | $143.6K | 0.07% | −242−3.0% | Reduced |
| Meeder Asset Management Inc | 7,737 | $143.8K | 0.01% | +3,835+98.3% | Added |
| Tower Research Capital LLC (TRC) | 8,703 | $161.8K | 0.00% | −10,417−54.5% | Reduced |
| Great West Life Assurance Co | 9,497 | $177.0K | 0.00% | +447+4.9% | Added |
| Umb Bank N A | 9,550 | $177.5K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 10,177 | $189.2K | 0.00% | +10,177 | New |
| Intech Investment Management LLC | 10,353 | $192.5K | 0.00% | +10,353 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,436 | $194.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 10,538 | $195.9K | 0.00% | +10,538 | New |
| Invst, LLC | 10,690 | $198.7K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,846 | $201.6K | 0.00% | +10,846 | New |
| ProShare Advisors LLC | 10,870 | $202.1K | 0.00% | +10,870 | New |
| Victory Capital Management Inc | 11,392 | $211.8K | 0.00% | −2,741−19.4% | Reduced |
| CIBC Private Wealth Group, LLC | 11,433 | $212.5K | 0.00% | +3,194+38.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,943 | $222.0K | 0.00% | +11,943 | New |
| Savant Capital, LLC | 12,193 | $226.7K | 0.00% | +12,193 | New |
| Stifel Financial Corp | 14,364 | $267.0K | 0.00% | −1,291−8.2% | Reduced |
| Foundry Partners, LLC | 14,564 | $270.7K | 0.01% | +1,145+8.5% | Added |
| Gsa Capital Partners LLP | 14,856 | $276.0K | 0.02% | −9,001−37.7% | Reduced |
| Fox Run Management, L.L.C. | 15,117 | $281.0K | 0.06% | +15,117 | New |
| New York State Common Retirement Fund | 15,444 | $287.1K | 0.00% | −6,400−29.3% | Reduced |
| Quantbot Technologies LP | 15,719 | $292.2K | 0.01% | −15,449−49.6% | Reduced |
| Cubist Systematic Strategies, LLC | 15,740 | $292.6K | 0.00% | +15,672+23,047.1% | Added |
| State Board of Administration of Florida Retirement System | 16,638 | $309.3K | 0.00% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 16,809 | $312.5K | 0.00% | +16,809 | New |
| Arizona State Retirement System | 16,906 | $314.3K | 0.00% | +401+2.4% | Added |
| Harbor Capital Advisors, Inc. | 17,815 | $331.0K | 0.01% | +995+5.9% | Added |
| Engineers Gate Manager LP | 18,166 | $337.7K | 0.01% | −25,485−58.4% | Reduced |
| The PNC Financial Services Group, Inc. | 18,316 | $340.5K | 0.00% | +207+1.1% | Added |
| Envestnet Asset Management Inc | 18,738 | $348.3K | 0.00% | +5,767+44.5% | Added |
| Commerce Bank | 18,890 | $351.2K | 0.00% | −625−3.2% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,164 | $356.3K | 0.24% | −63−0.3% | Reduced |
| Janney Montgomery Scott LLC | 20,476 | $381.0K | 0.00% | +728+3.7% | Added |
| Manufacturers Life Insurance Company, The | 20,557 | $382.2K | 0.00% | −8,507−29.3% | Reduced |
| CWM, LLC | 21,639 | $402.0K | 0.00% | +11,114+105.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,023 | $428.0K | 0.02% | +724+3.2% | Added |
| Quest Partners LLC | 23,251 | $432.2K | 0.04% | −29,121−55.6% | Reduced |
| HRT Financial LP | 23,740 | $441.0K | 0.00% | +23,740 | New |
| John G Ullman & Associates Inc | 25,100 | $466.6K | 0.07% | +2,800+12.6% | Added |
| Squarepoint Ops LLC | 25,230 | $469.0K | 0.00% | +14,374+132.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 25,762 | $478.9K | 0.03% | 00.0% | Unchanged |
| EJF Capital LLC | 26,173 | $486.6K | 0.32% | −2,547−8.9% | Reduced |
| Janus Henderson Group PLC | 26,388 | $490.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,167 | $505.0K | 0.00% | +6,908+34.1% | Added |
| Keeley-Teton Advisors, LLC | 29,050 | $540.0K | 0.06% | −89,276−75.4% | Reduced |
| Eagle Wealth Strategies LLC | 29,981 | $557.4K | 0.41% | −22,568−42.9% | Reduced |
| Corbyn Investment Management Inc | 30,012 | $557.9K | 0.21% | 00.0% | Unchanged |