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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 25,762 | $478.9K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 25,230 | $469.0K | 0.00% | +14,374+132.4% | Added |
| John G Ullman & Associates Inc | 25,100 | $466.6K | 0.07% | +2,800+12.6% | Added |
| HRT Financial LP | 23,740 | $441.0K | 0.00% | +23,740 | New |
| Quest Partners LLC | 23,251 | $432.2K | 0.04% | −29,121−55.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 23,023 | $428.0K | 0.02% | +724+3.2% | Added |
| CWM, LLC | 21,639 | $402.0K | 0.00% | +11,114+105.6% | Added |
| Manufacturers Life Insurance Company, The | 20,557 | $382.2K | 0.00% | −8,507−29.3% | Reduced |
| Janney Montgomery Scott LLC | 20,476 | $381.0K | 0.00% | +728+3.7% | Added |
| Ledgewood Wealth Advisors, LLC | 19,164 | $356.3K | 0.24% | −63−0.3% | Reduced |
| Commerce Bank | 18,890 | $351.2K | 0.00% | −625−3.2% | Reduced |
| Envestnet Asset Management Inc | 18,738 | $348.3K | 0.00% | +5,767+44.5% | Added |
| The PNC Financial Services Group, Inc. | 18,316 | $340.5K | 0.00% | +207+1.1% | Added |
| Engineers Gate Manager LP | 18,166 | $337.7K | 0.01% | −25,485−58.4% | Reduced |
| Harbor Capital Advisors, Inc. | 17,815 | $331.0K | 0.01% | +995+5.9% | Added |
| Arizona State Retirement System | 16,906 | $314.3K | 0.00% | +401+2.4% | Added |
| Jacobs Levy Equity Management, Inc | 16,809 | $312.5K | 0.00% | +16,809 | New |
| State Board of Administration of Florida Retirement System | 16,638 | $309.3K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 15,740 | $292.6K | 0.00% | +15,672+23,047.1% | Added |
| Quantbot Technologies LP | 15,719 | $292.2K | 0.01% | −15,449−49.6% | Reduced |
| New York State Common Retirement Fund | 15,444 | $287.1K | 0.00% | −6,400−29.3% | Reduced |
| Fox Run Management, L.L.C. | 15,117 | $281.0K | 0.06% | +15,117 | New |
| Gsa Capital Partners LLP | 14,856 | $276.0K | 0.02% | −9,001−37.7% | Reduced |
| Foundry Partners, LLC | 14,564 | $270.7K | 0.01% | +1,145+8.5% | Added |
| Stifel Financial Corp | 14,364 | $267.0K | 0.00% | −1,291−8.2% | Reduced |
| Savant Capital, LLC | 12,193 | $226.7K | 0.00% | +12,193 | New |
| Wealth Enhancement Advisory Services, LLC | 11,943 | $222.0K | 0.00% | +11,943 | New |
| CIBC Private Wealth Group, LLC | 11,433 | $212.5K | 0.00% | +3,194+38.8% | Added |
| Victory Capital Management Inc | 11,392 | $211.8K | 0.00% | −2,741−19.4% | Reduced |
| ProShare Advisors LLC | 10,870 | $202.1K | 0.00% | +10,870 | New |
| Captrust Financial Advisors | 10,846 | $201.6K | 0.00% | +10,846 | New |
| Invst, LLC | 10,690 | $198.7K | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 10,538 | $195.9K | 0.00% | +10,538 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,436 | $194.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,353 | $192.5K | 0.00% | +10,353 | New |
| Man Group plc | 10,177 | $189.2K | 0.00% | +10,177 | New |
| Umb Bank N A | 9,550 | $177.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 9,497 | $177.0K | 0.00% | +447+4.9% | Added |
| Tower Research Capital LLC (TRC) | 8,703 | $161.8K | 0.00% | −10,417−54.5% | Reduced |
| Meeder Asset Management Inc | 7,737 | $143.8K | 0.01% | +3,835+98.3% | Added |
| Caldwell Sutter Capital, Inc. | 7,722 | $143.6K | 0.07% | −242−3.0% | Reduced |
| EMC Capital Management | 150 | $132.0K | 0.11% | −9,002−98.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,792 | $107.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $104.1K | 0.00% | +5,600 | New |
| Blue Bell Private Wealth Management, LLC | 5,475 | $101.8K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,560 | $84.8K | 0.00% | +6+0.1% | Added |
| State of Wyoming | 4,540 | $84.4K | 0.01% | +391+9.4% | Added |
| Plante Moran Financial Advisors, LLC | 4,000 | $74.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,338 | $62.0K | 0.00% | +371+12.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,055 | $56.8K | 0.01% | +1,379+82.3% | Added |
| Point72 Asset Management, L.P. | 3,000 | $55.8K | 0.00% | −13,255−81.5% | Reduced |
| nVerses Capital, LLC | 2,300 | $42.8K | 0.02% | +200+9.5% | Added |
| Point72 (DIFC) Ltd | 2,210 | $41.1K | 0.00% | +2,210 | New |
| Parkside Financial Bank & Trust | 2,120 | $39.4K | 0.01% | −1,891−47.1% | Reduced |
| Assetmark, Inc | 2,024 | $37.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,017 | $37.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,750 | $32.5K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,343 | $25.0K | 0.01% | +1,343 | New |
| Northwestern Mutual Wealth Management Co | 1,300 | $24.2K | 0.00% | +16+1.2% | Added |
| Tompkins Financial Corp | 1,200 | $22.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,159 | $21.5K | 0.00% | +58+5.3% | Added |
| NVWM, LLC | 1,147 | $21.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,042 | $19.4K | 0.00% | −30−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,032 | $19.2K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 900 | $16.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 840 | $15.6K | 0.00% | +164+24.3% | Added |
| Quadrant Capital Group LLC | 789 | $14.7K | 0.00% | −167−17.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 677 | $12.6K | 0.00% | +677 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.52K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 500 | $9.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 383 | $7.12K | 0.00% | +383 | New |
| Lindbrook Capital, LLC | 359 | $6.67K | 0.00% | −103−22.3% | Reduced |
| GAMMA Investing LLC | 316 | $5.87K | 0.00% | +114+56.4% | Added |
| Planning Capital Management Corp | 310 | $5.76K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $5.58K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $5.58K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 278 | $5.17K | 0.00% | +278 | New |
| GWM Advisors LLC | 267 | $4.96K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 248 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 203 | $3.77K | 0.00% | +203 | New |
| Principal Securities, Inc. | 196 | $3.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 180 | $3.35K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $2.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 109 | $2.03K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 84 | $2.00K | 0.00% | +21+33.3% | Added |
| Parallel Advisors, LLC | 99 | $1.84K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $1.11K | 0.00% | +60 | New |
| Bessemer Group Inc | 70 | $1.00K | 0.00% | +70 | New |
| Signaturefd, LLC | 36 | $669 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $502 | 0.00% | −24−47.1% | Reduced |
| Smartleaf Asset Management LLC | 26 | $476 | 0.00% | +26 | New |
| Bruce G. Allen Investments, LLC | 22 | $409 | 0.00% | +22 | New |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −98,200−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −35,758−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −31,970−100.0% | Sold out |
| Grace & White Inc | 0 | $0 | 0.00% | −20,404−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,589−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −16,157−100.0% | Sold out |