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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 29,519 | $534.3K | 0.02% | +6,496+28.2% | Added |
| Corebridge Financial, Inc. | 28,601 | $517.7K | 0.00% | −2,158−7.0% | Reduced |
| Intech Investment Management LLC | 26,937 | $487.6K | 0.00% | +16,584+160.2% | Added |
| Janus Henderson Group PLC | 26,388 | $477.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 25,538 | $455.2K | 0.00% | −17,766−41.0% | Reduced |
| Keeley-Teton Advisors, LLC | 25,074 | $453.8K | 0.05% | −3,976−13.7% | Reduced |
| John G Ullman & Associates Inc | 24,800 | $448.9K | 0.07% | −300−1.2% | Reduced |
| Ieq Capital, LLC | 24,642 | $446.0K | 0.00% | +24,642 | New |
| D. E. Shaw & Co., Inc. | 24,636 | $445.9K | 0.00% | −87,709−78.1% | Reduced |
| Jump Financial, LLC | 24,338 | $440.5K | 0.01% | −9,512−28.1% | Reduced |
| CWM, LLC | 24,207 | $438.0K | 0.00% | +2,568+11.9% | Added |
| Mackenzie Financial Corp | 23,877 | $432.2K | 0.00% | +23,877 | New |
| Public Employees Retirement System of Ohio | 22,138 | $400.7K | 0.00% | +20,979+1,810.1% | Added |
| Cornercap Investment Counsel Inc | 21,859 | $395.6K | 0.13% | −12,810−36.9% | Reduced |
| Janney Montgomery Scott LLC | 20,311 | $368.0K | 0.00% | −165−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 19,995 | $361.9K | 0.00% | −562−2.7% | Reduced |
| Dark Forest Capital Management LP | 19,684 | $356.3K | 0.05% | +19,684 | New |
| Envestnet Asset Management Inc | 19,454 | $352.1K | 0.00% | +716+3.8% | Added |
| Ledgewood Wealth Advisors, LLC | 19,164 | $346.9K | 0.22% | 00.0% | Unchanged |
| Commerce Bank | 18,705 | $338.6K | 0.00% | −185−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 17,095 | $309.4K | 0.00% | −1,221−6.7% | Reduced |
| Arizona State Retirement System | 16,965 | $307.1K | 0.00% | +59+0.3% | Added |
| State Board of Administration of Florida Retirement System | 16,638 | $301.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,202 | $293.3K | 0.00% | +5,332+49.1% | Added |
| Quantbot Technologies LP | 16,164 | $292.6K | 0.01% | +445+2.8% | Added |
| New York State Common Retirement Fund | 15,444 | $279.5K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 15,363 | $278.1K | 0.19% | −10,810−41.3% | Reduced |
| Harbor Capital Advisors, Inc. | 15,336 | $278.0K | 0.01% | −2,479−13.9% | Reduced |
| HRT Financial LP | 15,326 | $277.0K | 0.00% | −8,414−35.4% | Reduced |
| Tower Research Capital LLC (TRC) | 14,525 | $262.9K | 0.01% | +5,822+66.9% | Added |
| Stifel Financial Corp | 14,357 | $259.9K | 0.00% | −70.0% | Reduced |
| 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 |
| Graham Capital Management, L.P. | 13,476 | $243.9K | 0.01% | +13,476 | New |
| CWA Asset Management Group, LLC | 12,500 | $226.3K | 0.01% | +12,500 | New |
| Savant Capital, LLC | 12,179 | $220.4K | 0.00% | −14−0.1% | Reduced |
| Two Sigma Securities, LLC | 11,754 | $212.7K | 0.04% | +11,754 | New |
| Captrust Financial Advisors | 11,728 | $212.3K | 0.00% | +882+8.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,689 | $211.6K | 0.00% | +11,689 | New |
| Victory Capital Management Inc | 11,455 | $207.3K | 0.00% | +63+0.6% | Added |
| PharVision Advisers, LLC | 10,590 | $191.7K | 0.16% | +10,590 | New |
| Farther Finance Advisors, LLC | 10,542 | $190.8K | 0.01% | +9,500+911.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,436 | $188.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 10,129 | $183.3K | 0.01% | +10,129 | New |
| CIBC Private Wealth Group, LLC | 9,870 | $178.0K | 0.00% | −1,563−13.7% | 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 |
| Acadian Asset Management LLC | 9,210 | $165.0K | 0.00% | −29,436−76.2% | Reduced |
| Meeder Asset Management Inc | 7,737 | $140.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,722 | $139.8K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,792 | $104.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,548 | $100.4K | 0.00% | +5,048+1,009.6% | Added |
| Blue Bell Private Wealth Management, LLC | 5,475 | $99.1K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,794 | $86.8K | 0.01% | +4,494+1,498.0% | Added |
| State of Wyoming | 4,445 | $80.5K | 0.01% | −95−2.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,000 | $72.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,600 | $65.2K | 0.00% | +3,600 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,204 | $58.0K | 0.02% | +149+4.9% | Added |
| Quarry LP | 3,153 | $57.1K | 0.01% | +3,153 | New |
| Parkside Financial Bank & Trust | 2,120 | $38.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,017 | $37.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,024 | $36.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,843 | $33.4K | 0.00% | +1,640+807.9% | Added |
| Versant Capital Management, Inc | 1,466 | $26.5K | 0.01% | +1,337+1,036.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,313 | $23.8K | 0.00% | +13+1.0% | Added |
| R Squared Ltd | 1,240 | $22.4K | 0.02% | +1,240 | New |
| Tompkins Financial Corp | 1,200 | $21.7K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $20.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,032 | $18.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 903 | $16.3K | 0.00% | +63+7.5% | Added |
| Sandy Spring Bank | 900 | $16.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 789 | $14.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 661 | $12.0K | 0.00% | −3,899−85.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.24K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 428 | $7.75K | 0.00% | +112+35.4% | Added |
| US Bancorp | 419 | $7.58K | 0.00% | +171+69.0% | Added |
| True Wealth Design, LLC | 383 | $6.93K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 377 | $6.82K | 0.00% | +18+5.0% | Added |
| City State Bank | 300 | $5.43K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 267 | $4.83K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 240 | $4.34K | 0.00% | +131+120.2% | Added |
| Johnson Financial Group, Inc. | 219 | $3.93K | 0.00% | −59−21.2% | Reduced |
| Principal Securities, Inc. | 196 | $3.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 180 | $3.26K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 83 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Signaturefd, LLC | 110 | $1.99K | 0.00% | +74+205.6% | Added |
| Parallel Advisors, LLC | 99 | $1.79K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $1.36K | 0.00% | +15+25.0% | Added |
| Cary Street Partner Investment Advisory LLC | 62 | $1.12K | 0.00% | +62 | New |
| Bessemer Group Inc | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $489 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 26 | $471 | 0.00% | +26 | New |
| Smartleaf Asset Management LLC | 26 | $463 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $398 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $36 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $18 | 0.00% | +1 | New |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −67,670−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −42,688−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −41,722−100.0% | Sold out |