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 |
|---|---|---|---|---|---|
| KLP Kapitalforvaltning AS | 29,800 | $506.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29,868 | $492.8K | 0.00% | −418−1.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,424 | $483.5K | 0.03% | +28,424 | New |
| Corebridge Financial, Inc. | 28,182 | $479.4K | 0.00% | −419−1.5% | Reduced |
| Ieq Capital, LLC | 27,896 | $474.5K | 0.00% | +3,254+13.2% | Added |
| Janus Henderson Group PLC | 26,388 | $450.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 26,427 | $449.5K | 0.00% | +2,550+10.7% | Added |
| Boston Partners | 26,418 | $449.4K | 0.00% | −706,772−96.4% | Reduced |
| HSBC Holdings PLC | 26,272 | $447.7K | 0.00% | +734+2.9% | Added |
| Comerica Bank | 24,913 | $423.8K | 0.00% | −38,761−60.9% | Reduced |
| John G Ullman & Associates Inc | 24,900 | $423.5K | 0.07% | +100+0.4% | Added |
| Denali Advisors LLC | 23,711 | $403.3K | 0.05% | +23,711 | New |
| CWM, LLC | 23,417 | $398.0K | 0.00% | −790−3.3% | Reduced |
| PharVision Advisers, LLC | 23,023 | $391.6K | 0.54% | +12,433+117.4% | Added |
| New York State Common Retirement Fund | 21,744 | $369.9K | 0.00% | +6,300+40.8% | Added |
| RSM US Wealth Management LLC | 21,338 | $363.0K | 0.01% | +21,338 | New |
| Prudential Financial Inc | 21,155 | $359.8K | 0.00% | −8,960−29.8% | Reduced |
| Quadrant Capital Group LLC | 20,738 | $352.8K | 0.01% | +19,949+2,528.4% | Added |
| Harbor Capital Advisors, Inc. | 20,704 | $352.0K | 0.02% | +5,368+35.0% | Added |
| Manufacturers Life Insurance Company, The | 19,663 | $334.5K | 0.00% | −332−1.7% | Reduced |
| Janney Montgomery Scott LLC | 19,536 | $332.0K | 0.00% | −775−3.8% | Reduced |
| Public Employees Retirement System of Ohio | 19,438 | $330.6K | 0.00% | −2,700−12.2% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,164 | $326.0K | 0.21% | 00.0% | Unchanged |
| Commerce Bank | 18,495 | $314.6K | 0.00% | −210−1.1% | Reduced |
| Graham Capital Management, L.P. | 17,952 | $305.4K | 0.01% | +4,476+33.2% | Added |
| Jump Financial, LLC | 17,901 | $304.5K | 0.00% | −6,437−26.4% | Reduced |
| Quantinno Capital Management LP | 17,786 | $302.5K | 0.00% | +17,786 | New |
| Arrowstreet Capital, Limited Partnership | 17,050 | $290.0K | 0.00% | +17,050 | New |
| The PNC Financial Services Group, Inc. | 16,768 | $285.2K | 0.00% | −327−1.9% | Reduced |
| Arizona State Retirement System | 16,761 | $285.1K | 0.00% | −204−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 16,638 | $283.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,360 | $244.3K | 0.00% | +30.0% | Added |
| EP Wealth Advisors, LLC | 13,687 | $232.8K | 0.00% | +13,687 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,165 | $223.9K | 0.00% | +13,165 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $223.4K | 0.00% | +2,696+25.8% | Added |
| HRT Financial LP | 13,044 | $221.0K | 0.00% | −2,282−14.9% | Reduced |
| CIBC World Markets Corp | 12,765 | $217.1K | 0.00% | +12,765 | New |
| Centiva Capital, LP | 12,723 | $216.4K | 0.01% | +12,723 | New |
| CWA Asset Management Group, LLC | 12,500 | $212.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,459 | $211.9K | 0.03% | +705+6.0% | Added |
| ProShare Advisors LLC | 12,452 | $211.8K | 0.00% | −3,750−23.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,254 | $208.4K | 0.00% | −2,065−14.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,689 | $198.8K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,978 | $186.7K | 0.00% | +10,978 | New |
| Farther Finance Advisors, LLC | 10,793 | $183.5K | 0.00% | +251+2.4% | Added |
| Captrust Financial Advisors | 10,556 | $179.6K | 0.00% | −1,172−10.0% | Reduced |
| Victory Capital Management Inc | 10,448 | $177.7K | 0.00% | −1,007−8.8% | Reduced |
| Aigen Investment Management, LP | 10,279 | $174.8K | 0.03% | +10,279 | New |
| Cary Street Partners Financial LLC | 10,129 | $172.3K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,691 | $164.8K | 0.00% | −4,628−32.3% | Reduced |
| Great West Life Assurance Co | 9,612 | $163.0K | 0.00% | +445+4.9% | Added |
| EMC Capital Management | 9,152 | $156.0K | 0.09% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,207 | $151.7K | 0.00% | +337+3.4% | Added |
| Meeder Asset Management Inc | 7,737 | $131.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,722 | $131.4K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 7,325 | $124.6K | 0.03% | +4,172+132.3% | Added |
| Ameritas Investment Partners, Inc. | 5,792 | $98.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,475 | $93.1K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $85.0K | 0.00% | +5,000 | New |
| State of Wyoming | 4,811 | $81.8K | 0.01% | +366+8.2% | Added |
| North Star Investment Management Corp. | 4,794 | $81.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,784 | $64.4K | 0.00% | +3,784 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,490 | $42.4K | 0.01% | −714−22.3% | Reduced |
| Assetmark, Inc | 2,024 | $34.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,024 | $34.0K | 0.00% | +7+0.3% | Added |
| Advisor Group Holdings, Inc. | 1,782 | $30.3K | 0.00% | +1,121+169.6% | Added |
| Quest Partners LLC | 1,688 | $28.7K | 0.00% | −41,390−96.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,528 | $26.0K | 0.00% | −12,997−89.5% | Reduced |
| Versant Capital Management, Inc | 1,386 | $23.6K | 0.00% | −80−5.5% | Reduced |
| Point72 (DIFC) Ltd | 1,337 | $22.7K | 0.00% | +1,337 | New |
| Northwestern Mutual Wealth Management Co | 1,327 | $22.6K | 0.00% | +14+1.1% | Added |
| Tompkins Financial Corp | 1,200 | $20.4K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $19.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,032 | $17.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 994 | $16.9K | 0.00% | +91+10.1% | Added |
| Sterling Capital Management LLC | 993 | $16.9K | 0.00% | −850−46.1% | Reduced |
| Sandy Spring Bank | 900 | $15.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 857 | $14.6K | 0.00% | +429+100.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $8.71K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 371 | $6.31K | 0.00% | +371 | New |
| Lindbrook Capital, LLC | 359 | $6.11K | 0.00% | −18−4.8% | Reduced |
| City State Bank | 300 | $5.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 267 | $4.54K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 248 | $4.22K | 0.00% | −171−40.8% | Reduced |
| True Wealth Design, LLC | 246 | $4.18K | 0.00% | −137−35.8% | Reduced |
| HFM Investment Advisors, LLC | 214 | $3.64K | 0.00% | +214 | New |
| Mather Group, LLC. | 210 | $3.57K | 0.00% | +210 | New |
| Principal Securities, Inc. | 196 | $3.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 180 | $3.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 135 | $2.30K | 0.00% | −1,985−93.6% | Reduced |
| Rothschild Investment LLC | 130 | $2.21K | 0.00% | +55+73.3% | Added |
| EverSource Wealth Advisors, LLC | 123 | $2.09K | 0.00% | −117−48.8% | Reduced |
| Parallel Advisors, LLC | 99 | $1.68K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 62 | $1.05K | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 54 | $919 | 0.00% | +27+100.0% | Added |
| Smallwood Wealth Investment Management, LLC | 37 | $629 | 0.00% | +37 | New |