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 2024
Institutional positions in Oceanfirst Financial Corp as of Dec 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
- 197
- +5 vs. Q3 2024
- Shares held
- 43.0M
- +1.05M (+2.5%) vs. Q3 2024
- Total value
- $777.6M
- −$1.44M (−0.2%) vs. Q3 2024
- New holders
- 21
- 76 more added
- Sold out
- 16
- 61 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $18 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $36 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 22 | $398 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26 | $463 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $471 | 0.00% | +26 | New |
| SRS Capital Advisors, Inc. | 27 | $489 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 62 | $1.12K | 0.00% | +62 | New |
| Rothschild Investment LLC | 75 | $1.36K | 0.00% | +15+25.0% | Added |
| Glen Eagle Advisors, LLC | 85 | $1.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $1.79K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 110 | $1.99K | 0.00% | +74+205.6% | Added |
| Covestor Ltd | 83 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Key Financial Inc | 180 | $3.26K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 196 | $3.55K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 219 | $3.93K | 0.00% | −59−21.2% | Reduced |
| EverSource Wealth Advisors, LLC | 240 | $4.34K | 0.00% | +131+120.2% | Added |
| GWM Advisors LLC | 267 | $4.83K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $5.43K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 377 | $6.82K | 0.00% | +18+5.0% | Added |
| True Wealth Design, LLC | 383 | $6.93K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 419 | $7.58K | 0.00% | +171+69.0% | Added |
| GAMMA Investing LLC | 428 | $7.75K | 0.00% | +112+35.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.24K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 661 | $12.0K | 0.00% | −3,899−85.5% | Reduced |
| Quadrant Capital Group LLC | 789 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 900 | $16.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 903 | $16.3K | 0.00% | +63+7.5% | Added |
| Nisa Investment Advisors, LLC | 1,032 | $18.7K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $20.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,200 | $21.7K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,240 | $22.4K | 0.02% | +1,240 | New |
| Northwestern Mutual Wealth Management Co | 1,313 | $23.8K | 0.00% | +13+1.0% | Added |
| Versant Capital Management, Inc | 1,466 | $26.5K | 0.01% | +1,337+1,036.4% | Added |
| Sterling Capital Management LLC | 1,843 | $33.4K | 0.00% | +1,640+807.9% | Added |
| Assetmark, Inc | 2,024 | $36.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,017 | $37.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,120 | $38.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,153 | $57.1K | 0.01% | +3,153 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,204 | $58.0K | 0.02% | +149+4.9% | Added |
| Venturi Wealth Management, LLC | 3,600 | $65.2K | 0.00% | +3,600 | New |
| Plante Moran Financial Advisors, LLC | 4,000 | $72.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,445 | $80.5K | 0.01% | −95−2.1% | Reduced |
| North Star Investment Management Corp. | 4,794 | $86.8K | 0.01% | +4,494+1,498.0% | Added |
| Blue Bell Private Wealth Management, LLC | 5,475 | $99.1K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,548 | $100.4K | 0.00% | +5,048+1,009.6% | Added |
| Ameritas Investment Partners, Inc. | 5,792 | $104.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,722 | $139.8K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,737 | $140.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 9,210 | $165.0K | 0.00% | −29,436−76.2% | Reduced |
| Great West Life Assurance Co | 9,167 | $166.0K | 0.00% | −330−3.5% | Reduced |
| EMC Capital Management | 9,152 | $166.0K | 0.09% | +9,002+6,001.3% | Added |
| CIBC Private Wealth Group, LLC | 9,870 | $178.0K | 0.00% | −1,563−13.7% | Reduced |
| Cary Street Partners Financial LLC | 10,129 | $183.3K | 0.01% | +10,129 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,436 | $188.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,542 | $190.8K | 0.01% | +9,500+911.7% | Added |
| PharVision Advisers, LLC | 10,590 | $191.7K | 0.16% | +10,590 | New |
| Victory Capital Management Inc | 11,455 | $207.3K | 0.00% | +63+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,689 | $211.6K | 0.00% | +11,689 | New |
| Captrust Financial Advisors | 11,728 | $212.3K | 0.00% | +882+8.1% | Added |
| Two Sigma Securities, LLC | 11,754 | $212.7K | 0.04% | +11,754 | New |
| Savant Capital, LLC | 12,179 | $220.4K | 0.00% | −14−0.1% | Reduced |
| CWA Asset Management Group, LLC | 12,500 | $226.3K | 0.01% | +12,500 | New |
| Graham Capital Management, L.P. | 13,476 | $243.9K | 0.01% | +13,476 | New |
| Wealth Enhancement Advisory Services, LLC | 14,319 | $259.2K | 0.00% | +2,376+19.9% | Added |
| Aquatic Capital Management LLC | 14,319 | $259.2K | 0.01% | +8,719+155.7% | Added |
| Stifel Financial Corp | 14,357 | $259.9K | 0.00% | −70.0% | Reduced |
| Tower Research Capital LLC (TRC) | 14,525 | $262.9K | 0.01% | +5,822+66.9% | Added |
| HRT Financial LP | 15,326 | $277.0K | 0.00% | −8,414−35.4% | Reduced |
| Harbor Capital Advisors, Inc. | 15,336 | $278.0K | 0.01% | −2,479−13.9% | Reduced |
| EJF Capital LLC | 15,363 | $278.1K | 0.19% | −10,810−41.3% | Reduced |
| New York State Common Retirement Fund | 15,444 | $279.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 16,164 | $292.6K | 0.01% | +445+2.8% | Added |
| ProShare Advisors LLC | 16,202 | $293.3K | 0.00% | +5,332+49.1% | Added |
| State Board of Administration of Florida Retirement System | 16,638 | $301.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,965 | $307.1K | 0.00% | +59+0.3% | Added |
| The PNC Financial Services Group, Inc. | 17,095 | $309.4K | 0.00% | −1,221−6.7% | Reduced |
| Commerce Bank | 18,705 | $338.6K | 0.00% | −185−1.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,164 | $346.9K | 0.22% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,454 | $352.1K | 0.00% | +716+3.8% | Added |
| Dark Forest Capital Management LP | 19,684 | $356.3K | 0.05% | +19,684 | New |
| Manufacturers Life Insurance Company, The | 19,995 | $361.9K | 0.00% | −562−2.7% | Reduced |
| Janney Montgomery Scott LLC | 20,311 | $368.0K | 0.00% | −165−0.8% | Reduced |
| Cornercap Investment Counsel Inc | 21,859 | $395.6K | 0.13% | −12,810−36.9% | Reduced |
| Public Employees Retirement System of Ohio | 22,138 | $400.7K | 0.00% | +20,979+1,810.1% | Added |
| Mackenzie Financial Corp | 23,877 | $432.2K | 0.00% | +23,877 | New |
| CWM, LLC | 24,207 | $438.0K | 0.00% | +2,568+11.9% | Added |
| Jump Financial, LLC | 24,338 | $440.5K | 0.01% | −9,512−28.1% | Reduced |
| D. E. Shaw & Co., Inc. | 24,636 | $445.9K | 0.00% | −87,709−78.1% | Reduced |
| Ieq Capital, LLC | 24,642 | $446.0K | 0.00% | +24,642 | New |
| John G Ullman & Associates Inc | 24,800 | $448.9K | 0.07% | −300−1.2% | Reduced |
| Keeley-Teton Advisors, LLC | 25,074 | $453.8K | 0.05% | −3,976−13.7% | Reduced |
| HSBC Holdings PLC | 25,538 | $455.2K | 0.00% | −17,766−41.0% | Reduced |
| Janus Henderson Group PLC | 26,388 | $477.8K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 26,937 | $487.6K | 0.00% | +16,584+160.2% | Added |
| Corebridge Financial, Inc. | 28,601 | $517.7K | 0.00% | −2,158−7.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,519 | $534.3K | 0.02% | +6,496+28.2% | Added |
| KLP Kapitalforvaltning AS | 29,800 | $539.4K | 0.00% | +29,800 | New |
| Corbyn Investment Management Inc | 30,012 | $543.2K | 0.19% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 30,014 | $543.3K | 0.39% | +33+0.1% | Added |