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 2025
Institutional positions in Oceanfirst Financial Corp as of Mar 31, 2025. 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
- 205
- +11 vs. Q4 2024
- Shares held
- 43.5M
- +2.04M (+4.9%) vs. Q4 2024
- Total value
- $740.2M
- −$10.7M (−1.4%) vs. Q4 2024
- New holders
- 25
- 78 more added
- Sold out
- 14
- 67 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $17 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $341 | 0.00% | +20 | New |
| Smartleaf Asset Management LLC | 26 | $443 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 36 | $612 | 0.00% | −74−67.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 37 | $629 | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 54 | $919 | 0.00% | +27+100.0% | Added |
| Acadian Asset Management LLC | 108 | $1.00K | 0.00% | −9,102−98.8% | Reduced |
| Covestor Ltd | 65 | $1.00K | 0.00% | −18−21.7% | Reduced |
| Simplex Trading, LLC | 93 | $1.00K | 0.00% | +93 | New |
| Cary Street Partner Investment Advisory LLC | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $1.45K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $1.68K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $2.09K | 0.00% | −117−48.8% | Reduced |
| Rothschild Investment LLC | 130 | $2.21K | 0.00% | +55+73.3% | Added |
| Parkside Financial Bank & Trust | 135 | $2.30K | 0.00% | −1,985−93.6% | Reduced |
| Key Financial Inc | 180 | $3.06K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 196 | $3.55K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 210 | $3.57K | 0.00% | +210 | New |
| HFM Investment Advisors, LLC | 214 | $3.64K | 0.00% | +214 | New |
| True Wealth Design, LLC | 246 | $4.18K | 0.00% | −137−35.8% | Reduced |
| US Bancorp | 248 | $4.22K | 0.00% | −171−40.8% | Reduced |
| GWM Advisors LLC | 267 | $4.54K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $5.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 359 | $6.11K | 0.00% | −18−4.8% | Reduced |
| ORG Partners LLC | 371 | $6.31K | 0.00% | +371 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $8.71K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 857 | $14.6K | 0.00% | +429+100.2% | Added |
| Sandy Spring Bank | 900 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 993 | $16.9K | 0.00% | −850−46.1% | Reduced |
| First Horizon Advisors, Inc. | 994 | $16.9K | 0.00% | +91+10.1% | Added |
| Nisa Investment Advisors, LLC | 1,032 | $17.6K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $19.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,200 | $20.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,327 | $22.6K | 0.00% | +14+1.1% | Added |
| Point72 (DIFC) Ltd | 1,337 | $22.7K | 0.00% | +1,337 | New |
| Versant Capital Management, Inc | 1,386 | $23.6K | 0.00% | −80−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,528 | $26.0K | 0.00% | −12,997−89.5% | Reduced |
| Quest Partners LLC | 1,688 | $28.7K | 0.00% | −41,390−96.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,782 | $30.3K | 0.00% | +1,121+169.6% | Added |
| Amalgamated Bank | 2,024 | $34.0K | 0.00% | +7+0.3% | Added |
| Assetmark, Inc | 2,024 | $34.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,490 | $42.4K | 0.01% | −714−22.3% | Reduced |
| Coldstream Capital Management Inc | 3,784 | $64.4K | 0.00% | +3,784 | New |
| North Star Investment Management Corp. | 4,794 | $81.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,811 | $81.8K | 0.01% | +366+8.2% | Added |
| Bryn Mawr Trust Co | 5,000 | $85.0K | 0.00% | +5,000 | New |
| Blue Bell Private Wealth Management, LLC | 5,475 | $93.1K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,792 | $98.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7,325 | $124.6K | 0.03% | +4,172+132.3% | Added |
| Caldwell Sutter Capital, Inc. | 7,722 | $131.4K | 0.06% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,737 | $131.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,207 | $151.7K | 0.00% | +337+3.4% | Added |
| EMC Capital Management | 9,152 | $156.0K | 0.09% | 00.0% | Unchanged |
| Great West Life Assurance Co | 9,612 | $163.0K | 0.00% | +445+4.9% | Added |
| Aquatic Capital Management LLC | 9,691 | $164.8K | 0.00% | −4,628−32.3% | Reduced |
| Cary Street Partners Financial LLC | 10,129 | $172.3K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,279 | $174.8K | 0.03% | +10,279 | New |
| Victory Capital Management Inc | 10,448 | $177.7K | 0.00% | −1,007−8.8% | Reduced |
| Captrust Financial Advisors | 10,556 | $179.6K | 0.00% | −1,172−10.0% | Reduced |
| Farther Finance Advisors, LLC | 10,793 | $183.5K | 0.00% | +251+2.4% | Added |
| Fiduciary Trust Co | 10,978 | $186.7K | 0.00% | +10,978 | New |
| Police & Firemen's Retirement System of New Jersey | 11,689 | $198.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,254 | $208.4K | 0.00% | −2,065−14.4% | Reduced |
| ProShare Advisors LLC | 12,452 | $211.8K | 0.00% | −3,750−23.1% | Reduced |
| Two Sigma Securities, LLC | 12,459 | $211.9K | 0.03% | +705+6.0% | Added |
| CWA Asset Management Group, LLC | 12,500 | $212.6K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,723 | $216.4K | 0.01% | +12,723 | New |
| CIBC World Markets Corp | 12,765 | $217.1K | 0.00% | +12,765 | New |
| HRT Financial LP | 13,044 | $221.0K | 0.00% | −2,282−14.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $223.4K | 0.00% | +2,696+25.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,165 | $223.9K | 0.00% | +13,165 | New |
| EP Wealth Advisors, LLC | 13,687 | $232.8K | 0.00% | +13,687 | New |
| Stifel Financial Corp | 14,360 | $244.3K | 0.00% | +30.0% | Added |
| State Board of Administration of Florida Retirement System | 16,638 | $283.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 16,761 | $285.1K | 0.00% | −204−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 16,768 | $285.2K | 0.00% | −327−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,050 | $290.0K | 0.00% | +17,050 | New |
| Quantinno Capital Management LP | 17,786 | $302.5K | 0.00% | +17,786 | New |
| Jump Financial, LLC | 17,901 | $304.5K | 0.00% | −6,437−26.4% | Reduced |
| Graham Capital Management, L.P. | 17,952 | $305.4K | 0.01% | +4,476+33.2% | Added |
| Commerce Bank | 18,495 | $314.6K | 0.00% | −210−1.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,164 | $326.0K | 0.21% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 19,438 | $330.6K | 0.00% | −2,700−12.2% | Reduced |
| Janney Montgomery Scott LLC | 19,536 | $332.0K | 0.00% | −775−3.8% | Reduced |
| Manufacturers Life Insurance Company, The | 19,663 | $334.5K | 0.00% | −332−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 20,704 | $352.0K | 0.02% | +5,368+35.0% | Added |
| Quadrant Capital Group LLC | 20,738 | $352.8K | 0.01% | +19,949+2,528.4% | Added |
| Prudential Financial Inc | 21,155 | $359.8K | 0.00% | −8,960−29.8% | Reduced |
| RSM US Wealth Management LLC | 21,338 | $363.0K | 0.01% | +21,338 | New |
| New York State Common Retirement Fund | 21,744 | $369.9K | 0.00% | +6,300+40.8% | Added |
| PharVision Advisers, LLC | 23,023 | $391.6K | 0.54% | +12,433+117.4% | Added |
| CWM, LLC | 23,417 | $398.0K | 0.00% | −790−3.3% | Reduced |
| Denali Advisors LLC | 23,711 | $403.3K | 0.05% | +23,711 | New |
| John G Ullman & Associates Inc | 24,900 | $423.5K | 0.07% | +100+0.4% | Added |
| Comerica Bank | 24,913 | $423.8K | 0.00% | −38,761−60.9% | Reduced |
| HSBC Holdings PLC | 26,272 | $447.7K | 0.00% | +734+2.9% | Added |
| Boston Partners | 26,418 | $449.4K | 0.00% | −706,772−96.4% | Reduced |
| Mackenzie Financial Corp | 26,427 | $449.5K | 0.00% | +2,550+10.7% | Added |
| Janus Henderson Group PLC | 26,388 | $450.0K | 0.00% | 00.0% | Unchanged |