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, Q3 2025
Institutional positions in Oceanfirst Financial Corp as of Sep 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
- 188
- −3 vs. Q2 2025
- Shares held
- 43.5M
- +320.4K (+0.7%) vs. Q2 2025
- Total value
- $764.7M
- +$3.85M (+0.5%) vs. Q2 2025
- New holders
- 14
- 57 more added
- Sold out
- 17
- 78 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 3 | $53 | 0.00% | −1−25.0% | Reduced |
| True Wealth Design, LLC | 10 | $176 | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 26 | $457 | 0.00% | −79−75.2% | Reduced |
| Rothschild Investment LLC | 30 | $527 | 0.00% | −105−77.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 37 | $650 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 54 | $973 | 0.00% | +24+80.0% | Added |
| Covestor Ltd | 44 | $1.00K | 0.00% | −15−25.4% | Reduced |
| Glen Eagle Advisors, LLC | 85 | $1.49K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 98 | $1.72K | 0.00% | +98 | New |
| Sunbelt Securities, Inc. | 125 | $2.20K | 0.00% | +125 | New |
| Signaturefd, LLC | 137 | $2.41K | 0.00% | −28−17.0% | Reduced |
| Key Financial Inc | 180 | $3.13K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 192 | $3.37K | 0.00% | +69+56.1% | Added |
| Principal Securities, Inc. | 196 | $3.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 210 | $3.69K | 0.00% | +210 | New |
| HFM Investment Advisors, LLC | 214 | $3.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 225 | $3.95K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 248 | $4.36K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $4.50K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 267 | $4.69K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 282 | $4.96K | 0.00% | +282 | New |
| IFP Advisors, Inc | 324 | $5.69K | 0.00% | +6+1.9% | Added |
| GAMMA Investing LLC | 388 | $6.82K | 0.00% | +91+30.6% | Added |
| Nisa Investment Advisors, LLC | 395 | $6.94K | 0.00% | +21+5.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.00K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 689 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 759 | $13.3K | 0.00% | −188−19.9% | Reduced |
| Advisor Group Holdings, Inc. | 777 | $13.9K | 0.00% | −1,030−57.0% | Reduced |
| Atlantic Union Bankshares Corp | 900 | $15.8K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $20.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,425 | $25.0K | 0.00% | +83+6.2% | Added |
| Versant Capital Management, Inc | 1,436 | $25.2K | 0.00% | −217−13.1% | Reduced |
| Assetmark, Inc | 2,024 | $35.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,024 | $36.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,326 | $40.0K | 0.00% | +2,326 | New |
| Tower Research Capital LLC (TRC) | 3,745 | $65.8K | 0.00% | −4,781−56.1% | Reduced |
| Sterling Capital Management LLC | 3,960 | $69.6K | 0.00% | +2,418+156.8% | Added |
| Public Employees Retirement System of Ohio | 4,107 | $72.2K | 0.00% | −15,280−78.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,475 | $78.6K | 0.01% | −1,000−18.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,778 | $83.9K | 0.00% | −1,014−17.5% | Reduced |
| North Star Investment Management Corp. | 4,794 | $84.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5,000 | $87.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,548 | $97.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,722 | $135.7K | 0.06% | 00.0% | Unchanged |
| EMC Capital Management | 9,952 | $175.0K | 0.08% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,103 | $178.0K | 0.00% | −122,728−92.4% | Reduced |
| Great West Life Assurance Co | 10,270 | $180.0K | 0.00% | −15−0.1% | Reduced |
| Farther Finance Advisors, LLC | 10,516 | $184.8K | 0.00% | −21−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 10,691 | $187.8K | 0.00% | +305+2.9% | Added |
| Beacon Pointe Advisors, LLC | 11,000 | $193.3K | 0.00% | +11,000 | New |
| Fiduciary Trust Co | 11,058 | $194.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,450 | $201.2K | 0.00% | −7,356−39.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,343 | $205.6K | 0.00% | +811+7.7% | Added |
| Ledyard National Bank | 11,931 | $209.6K | 0.02% | +11,931 | New |
| Two Sigma Securities, LLC | 12,393 | $217.7K | 0.03% | −1,999−13.9% | Reduced |
| Quest Partners LLC | 12,420 | $218.2K | 0.01% | +11,268+978.1% | Added |
| CWA Asset Management Group, LLC | 12,500 | $219.6K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,531 | $220.0K | 0.02% | −6,697−34.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $230.7K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 13,192 | $231.8K | 0.00% | −33,526−71.8% | Reduced |
| Stifel Financial Corp | 13,474 | $236.8K | 0.00% | −379−2.7% | Reduced |
| Prudential Financial Inc | 13,755 | $241.7K | 0.00% | −10,695−43.7% | Reduced |
| Brevan Howard Capital Management LP | 13,770 | $241.9K | 0.00% | −2,179−13.7% | Reduced |
| Captrust Financial Advisors | 14,397 | $253.0K | 0.00% | +4,176+40.9% | Added |
| SRS Capital Advisors, Inc. | 14,569 | $256.0K | 0.00% | +14,542+53,859.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,841 | $278.3K | 0.00% | +2,558+19.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,075 | $282.4K | 0.00% | +2,910+22.1% | Added |
| Susquehanna International Group, LLP | 16,536 | $290.5K | 0.00% | −76,762−82.3% | Reduced |
| State Board of Administration of Florida Retirement System | 16,638 | $292.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,276 | $303.5K | 0.00% | +276+1.6% | Added |
| Commerce Bank | 17,545 | $308.3K | 0.00% | −950−5.1% | Reduced |
| Oxford Asset Management LLP | 17,732 | $311.6K | 0.10% | +17,732 | New |
| The PNC Financial Services Group, Inc. | 18,389 | $323.1K | 0.00% | +1,583+9.4% | Added |
| Engineers Gate Manager LP | 18,533 | $325.6K | 0.00% | −9,747−34.5% | Reduced |
| Trexquant Investment LP | 18,733 | $329.1K | 0.00% | −88,161−82.5% | Reduced |
| Janney Montgomery Scott LLC | 19,042 | $335.0K | 0.00% | −27−0.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,164 | $336.7K | 0.20% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20,014 | $351.6K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 20,125 | $353.6K | 0.00% | −26,487−56.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,955 | $368.2K | 0.00% | +20,955 | New |
| Quantbot Technologies LP | 21,020 | $369.3K | 0.01% | −4,411−17.3% | Reduced |
| RSM US Wealth Management LLC | 21,281 | $373.9K | 0.00% | −81−0.4% | Reduced |
| New York State Common Retirement Fund | 21,744 | $382.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 22,337 | $392.0K | 0.03% | +376+1.7% | Added |
| Boston Partners | 23,012 | $404.3K | 0.00% | −3,446−13.0% | Reduced |
| CWM, LLC | 23,306 | $409.0K | 0.00% | +1,742+8.1% | Added |
| Denali Advisors LLC | 23,700 | $416.4K | 0.05% | −110.0% | Reduced |
| Aquatic Capital Management LLC | 24,756 | $435.0K | 0.01% | −2,829−10.3% | Reduced |
| Quantinno Capital Management LP | 24,969 | $438.7K | 0.00% | +9,247+58.8% | Added |
| Sykon Capital LLC | 25,521 | $448.4K | 0.15% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 25,937 | $455.7K | 0.00% | −5,484−17.5% | Reduced |
| Janus Henderson Group PLC | 26,388 | $463.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 26,572 | $466.9K | 0.00% | −4,768−15.2% | Reduced |
| Eagle Wealth Strategies LLC | 26,581 | $467.0K | 0.23% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 27,000 | $474.4K | 0.06% | −200−0.7% | Reduced |
| Intech Investment Management LLC | 27,401 | $481.4K | 0.00% | +17+0.1% | Added |
| Jump Financial, LLC | 27,418 | $481.7K | 0.01% | +27,418 | New |
| Manufacturers Life Insurance Company, The | 27,852 | $489.4K | 0.00% | +7,304+35.5% | Added |
| Comerica Bank | 28,788 | $505.8K | 0.00% | +30.0% | Added |