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, Q2 2025
Institutional positions in Oceanfirst Financial Corp as of Jun 30, 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
- 193
- −7 vs. Q1 2025
- Shares held
- 43.2M
- +777.8K (+1.8%) vs. Q1 2025
- Total value
- $761.2M
- +$39.2M (+5.4%) vs. Q1 2025
- New holders
- 16
- 70 more added
- Sold out
- 23
- 74 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 4 | $70 | 0.00% | +2+100.0% | Added |
| SRS Capital Advisors, Inc. | 27 | $476 | 0.00% | −27−50.0% | Reduced |
| Jones Financial Companies LLLP | 30 | $537 | 0.00% | +30 | New |
| Smallwood Wealth Investment Management, LLC | 37 | $651 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 59 | $1.00K | 0.00% | −6−9.2% | Reduced |
| MAI Capital Management | 59 | $1.04K | 0.00% | +59 | New |
| Spire Wealth Management | 62 | $1.09K | 0.00% | +62 | New |
| Glen Eagle Advisors, LLC | 85 | $1.50K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 105 | $1.85K | 0.00% | −30−22.2% | Reduced |
| Smartleaf Asset Management LLC | 105 | $1.86K | 0.00% | +79+303.8% | Added |
| Essential Partners LLC | 123 | $2.17K | 0.00% | +123 | New |
| Rothschild Investment LLC | 135 | $2.38K | 0.00% | +5+3.8% | Added |
| Signaturefd, LLC | 165 | $2.91K | 0.00% | +129+358.3% | Added |
| Key Financial Inc | 180 | $3.17K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 196 | $3.45K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 214 | $3.77K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 225 | $3.96K | 0.00% | +225 | New |
| US Bancorp | 248 | $4.37K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $4.51K | 0.00% | +157+158.6% | Added |
| GWM Advisors LLC | 267 | $4.70K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 297 | $5.23K | 0.00% | −560−65.3% | Reduced |
| IFP Advisors, Inc | 318 | $5.60K | 0.00% | +317+31,700.0% | Added |
| Nisa Investment Advisors, LLC | 374 | $6.59K | 0.00% | −658−63.8% | Reduced |
| ORG Partners LLC | 371 | $6.76K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 385 | $6.78K | 0.00% | −6,940−94.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.02K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 689 | $12.0K | 0.00% | +689 | New |
| Atlantic Union Bankshares Corp | 900 | $15.8K | 0.00% | +900 | New |
| EverSource Wealth Advisors, LLC | 947 | $16.7K | 0.00% | +824+669.9% | Added |
| First Horizon Advisors, Inc. | 994 | $17.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $20.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,152 | $20.3K | 0.00% | −536−31.8% | Reduced |
| Tompkins Financial Corp | 1,200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,342 | $23.6K | 0.00% | +15+1.1% | Added |
| Sterling Capital Management LLC | 1,542 | $27.2K | 0.00% | +549+55.3% | Added |
| Versant Capital Management, Inc | 1,653 | $29.1K | 0.00% | +267+19.3% | Added |
| Advisor Group Holdings, Inc. | 1,807 | $31.8K | 0.00% | +25+1.4% | Added |
| Assetmark, Inc | 2,024 | $35.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,024 | $36.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,794 | $84.4K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $88.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,475 | $96.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,548 | $97.7K | 0.00% | +5,548 | New |
| Ameritas Investment Partners, Inc. | 5,792 | $102.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,785 | $102.0K | 0.00% | −31,366−84.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,722 | $136.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,526 | $150.1K | 0.00% | +6,998+458.0% | Added |
| EMC Capital Management | 9,952 | $175.0K | 0.09% | +800+8.7% | Added |
| Victory Capital Management Inc | 10,119 | $178.2K | 0.00% | −329−3.1% | Reduced |
| Captrust Financial Advisors | 10,221 | $180.0K | 0.00% | −335−3.2% | Reduced |
| Great West Life Assurance Co | 10,285 | $181.0K | 0.00% | +673+7.0% | Added |
| CIBC Private Wealth Group, LLC | 10,386 | $182.9K | 0.00% | +179+1.8% | Added |
| Farther Finance Advisors, LLC | 10,537 | $185.6K | 0.00% | −256−2.4% | Reduced |
| Fiduciary Trust Co | 11,058 | $194.7K | 0.00% | +80+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,532 | $197.8K | 0.00% | −1,722−14.1% | Reduced |
| ProShare Advisors LLC | 11,729 | $206.5K | 0.00% | −723−5.8% | Reduced |
| CWA Asset Management Group, LLC | 12,500 | $220.1K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,603 | $221.9K | 0.03% | +2,324+22.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $231.3K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,165 | $231.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 13,283 | $233.9K | 0.00% | +1,594+13.6% | Added |
| EP Wealth Advisors, LLC | 13,464 | $237.1K | 0.00% | −223−1.6% | Reduced |
| Centiva Capital, LP | 13,729 | $241.8K | 0.02% | +1,006+7.9% | Added |
| Stifel Financial Corp | 13,853 | $244.0K | 0.00% | −507−3.5% | Reduced |
| HSBC Holdings PLC | 14,003 | $248.6K | 0.00% | −12,269−46.7% | Reduced |
| Two Sigma Securities, LLC | 14,392 | $253.4K | 0.03% | +1,933+15.5% | Added |
| Quantinno Capital Management LP | 15,722 | $276.9K | 0.00% | −2,064−11.6% | Reduced |
| Brevan Howard Capital Management LP | 15,949 | $280.9K | 0.00% | +15,949 | New |
| MQS Management LLC | 16,008 | $281.9K | 0.16% | +16,008 | New |
| State Board of Administration of Florida Retirement System | 16,638 | $293.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,806 | $296.0K | 0.00% | +38+0.2% | Added |
| Arizona State Retirement System | 17,000 | $299.4K | 0.00% | +239+1.4% | Added |
| Commerce Bank | 18,495 | $325.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 18,806 | $331.2K | 0.00% | −16,121−46.2% | Reduced |
| Millennium Management LLC | 18,936 | $333.5K | 0.00% | −25,497−57.4% | Reduced |
| Janney Montgomery Scott LLC | 19,069 | $336.0K | 0.00% | −467−2.4% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,164 | $337.5K | 0.21% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,228 | $339.0K | 0.02% | −22,469−53.9% | Reduced |
| Public Employees Retirement System of Ohio | 19,387 | $341.4K | 0.00% | −51−0.3% | Reduced |
| Quadrant Capital Group LLC | 20,014 | $352.4K | 0.01% | −724−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 20,548 | $361.9K | 0.00% | +885+4.5% | Added |
| RSM US Wealth Management LLC | 21,362 | $376.2K | 0.01% | +24+0.1% | Added |
| CWM, LLC | 21,564 | $380.0K | 0.00% | −1,853−7.9% | Reduced |
| New York State Common Retirement Fund | 21,744 | $382.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 21,961 | $387.0K | 0.02% | +1,257+6.1% | Added |
| Bailard, Inc. | 23,000 | $405.0K | 0.01% | −21,371−48.2% | Reduced |
| Denali Advisors LLC | 23,711 | $417.6K | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 24,450 | $430.6K | 0.00% | +3,295+15.6% | Added |
| Quantbot Technologies LP | 25,431 | $447.8K | 0.01% | −5,382−17.5% | Reduced |
| Sykon Capital LLC | 25,521 | $449.4K | 0.16% | −25,000−49.5% | Reduced |
| Balyasny Asset Management LLC | 26,279 | $462.8K | 0.00% | −26,941−50.6% | Reduced |
| Janus Henderson Group PLC | 26,388 | $465.0K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 26,458 | $465.9K | 0.00% | +40+0.2% | Added |
| Eagle Wealth Strategies LLC | 26,581 | $468.1K | 0.26% | −3,471−11.5% | Reduced |
| Raymond James Financial Inc | 26,596 | $468.4K | 0.00% | +26,596 | New |
| John G Ullman & Associates Inc | 27,200 | $479.0K | 0.07% | +2,300+9.2% | Added |
| Intech Investment Management LLC | 27,384 | $482.2K | 0.00% | −14,565−34.7% | Reduced |
| Aquatic Capital Management LLC | 27,585 | $485.8K | 0.01% | +17,894+184.6% | Added |
| KLP Kapitalforvaltning AS | 27,600 | $486.0K | 0.00% | −2,200−7.4% | Reduced |
| Engineers Gate Manager LP | 28,280 | $498.0K | 0.01% | −43,945−60.8% | Reduced |