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 2025
Institutional positions in Oceanfirst Financial Corp as of Dec 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
- 186
- −1 vs. Q3 2025
- Shares held
- 45.9M
- +3.09M (+7.2%) vs. Q3 2025
- Total value
- $824.6M
- +$71.7M (+9.5%) vs. Q3 2025
- New holders
- 22
- 53 more added
- Sold out
- 23
- 74 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $18 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 15 | $270 | 0.00% | +5+50.0% | Added |
| Trust Co | 24 | $431 | 0.00% | +24 | New |
| Smartleaf Asset Management LLC | 26 | $475 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 37 | $664 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 42 | $754 | 0.00% | +12+40.0% | Added |
| Jones Financial Companies LLLP | 54 | $975 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $1.00K | 0.00% | −12−27.3% | Reduced |
| Optiver Holding B.V. | 78 | $1.40K | 0.00% | −204−72.3% | Reduced |
| Glen Eagle Advisors, LLC | 85 | $1.53K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 100 | $1.85K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 123 | $2.21K | 0.00% | −14,446−99.2% | Reduced |
| Signaturefd, LLC | 129 | $2.32K | 0.00% | −8−5.8% | Reduced |
| Sunbelt Securities, Inc. | 132 | $2.37K | 0.00% | +7+5.6% | Added |
| Key Financial Inc | 180 | $3.23K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 180 | $3.23K | 0.00% | +180 | New |
| Essential Partners LLC | 207 | $3.72K | 0.00% | +15+7.8% | Added |
| HFM Investment Advisors, LLC | 214 | $3.84K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 225 | $4.04K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 248 | $4.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 245 | $4.48K | 0.00% | +245 | New |
| Parallel Advisors, LLC | 256 | $4.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 267 | $4.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 277 | $4.97K | 0.00% | +277 | New |
| Eurizon Capital SGR S.p.A. | 280 | $5.03K | 0.00% | +280 | New |
| IFP Advisors, Inc | 324 | $5.82K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 374 | $6.71K | 0.00% | −21−5.3% | Reduced |
| GAMMA Investing LLC | 434 | $7.79K | 0.00% | +46+11.9% | Added |
| Advisor Group Holdings, Inc. | 473 | $8.49K | 0.00% | −304−39.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.13K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 553 | $9.93K | 0.00% | +553 | New |
| EverSource Wealth Advisors, LLC | 713 | $12.8K | 0.00% | −46−6.1% | Reduced |
| Atlantic Union Bankshares Corp | 900 | $16.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,090 | $20.0K | 0.00% | +401+58.2% | Added |
| NVWM, LLC | 1,147 | $20.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,152 | $20.7K | 0.00% | −11,268−90.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,177 | $21.1K | 0.00% | −2,930−71.3% | Reduced |
| Tompkins Financial Corp | 1,200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,373 | $24.6K | 0.00% | −52−3.6% | Reduced |
| Versant Capital Management, Inc | 1,436 | $25.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,766 | $32.0K | 0.00% | −258−12.7% | Reduced |
| Assetmark, Inc | 2,024 | $36.3K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,326 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,254 | $58.4K | 0.00% | −706−17.8% | Reduced |
| Simplex Trading, LLC | 3,408 | $61.2K | 0.00% | +3,408 | New |
| Blue Bell Private Wealth Management, LLC | 4,275 | $76.7K | 0.01% | −200−4.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,778 | $85.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,794 | $86.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,209 | $93.5K | 0.04% | −2,513−32.5% | Reduced |
| Aquatic Capital Management LLC | 5,406 | $97.0K | 0.00% | −19,350−78.2% | Reduced |
| Global Retirement Partners, LLC | 5,548 | $99.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,726 | $120.7K | 0.00% | +2,981+79.6% | Added |
| EMC Capital Management | 8,459 | $152.0K | 0.07% | −1,493−15.0% | Reduced |
| Byrne Asset Management LLC | 8,630 | $154.9K | 0.09% | +8,630 | New |
| Farther Finance Advisors, LLC | 10,141 | $182.0K | 0.00% | −375−3.6% | Reduced |
| ProShare Advisors LLC | 10,274 | $184.4K | 0.00% | +10,274 | New |
| Great West Life Assurance Co | 10,346 | $186.0K | 0.00% | +76+0.7% | Added |
| CI Private Wealth, LLC | 10,370 | $186.1K | 0.00% | +10,370 | New |
| Millennium Management LLC | 10,670 | $191.5K | 0.00% | +10,670 | New |
| CIBC Private Wealth Group, LLC | 10,691 | $191.9K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,033 | $198.0K | 0.00% | −25−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,448 | $200.2K | 0.00% | +105+0.9% | Added |
| Beacon Pointe Advisors, LLC | 11,207 | $201.2K | 0.00% | +207+1.9% | Added |
| Voya Investment Management LLC | 11,391 | $204.5K | 0.00% | −24,156−68.0% | Reduced |
| nVerses Capital, LLC | 11,968 | $214.8K | 0.48% | +11,968 | New |
| BNP Paribas Arbitrage, SA | 12,369 | $222.0K | 0.00% | +919+8.0% | Added |
| CWA Asset Management Group, LLC | 12,714 | $228.2K | 0.01% | +214+1.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $235.7K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 13,784 | $247.4K | 0.00% | +13,784 | New |
| Captrust Financial Advisors | 14,139 | $253.8K | 0.00% | −258−1.8% | Reduced |
| Virtu Financial LLC | 15,132 | $272.0K | 0.01% | +15,132 | New |
| Raymond James Financial Inc | 15,306 | $274.7K | 0.00% | −19,523−56.1% | Reduced |
| New York State Common Retirement Fund | 15,444 | $277.2K | 0.00% | −6,300−29.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,841 | $284.3K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,970 | $286.7K | 0.00% | −1,306−7.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,353 | $293.5K | 0.00% | +278+1.7% | Added |
| State Board of Administration of Florida Retirement System | 16,638 | $298.7K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 17,370 | $311.8K | 0.00% | −175−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 17,733 | $318.3K | 0.00% | −656−3.6% | Reduced |
| Janney Montgomery Scott LLC | 18,264 | $328.0K | 0.00% | −778−4.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 19,004 | $341.1K | 0.20% | −160−0.8% | Reduced |
| Quadrant Capital Group LLC | 20,014 | $359.3K | 0.01% | 00.0% | Unchanged |
| Boston Partners | 20,486 | $367.7K | 0.00% | −2,526−11.0% | Reduced |
| Engineers Gate Manager LP | 20,600 | $369.8K | 0.00% | +2,067+11.2% | Added |
| RSM US Wealth Management LLC | 20,490 | $374.7K | 0.00% | −791−3.7% | Reduced |
| Intech Investment Management LLC | 21,127 | $379.2K | 0.00% | −6,274−22.9% | Reduced |
| Pensionmark Financial Group, LLC | 21,990 | $394.7K | 0.01% | +21,990 | New |
| CWM, LLC | 23,447 | $421.0K | 0.00% | +141+0.6% | Added |
| Harbor Capital Advisors, Inc. | 23,967 | $430.0K | 0.03% | +1,630+7.3% | Added |
| Envestnet Asset Management Inc | 24,169 | $433.8K | 0.00% | −1,768−6.8% | Reduced |
| Sykon Capital LLC | 25,521 | $458.1K | 0.15% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 25,697 | $461.3K | 0.00% | −2,155−7.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 26,090 | $468.3K | 0.00% | −482−1.8% | Reduced |
| Janus Henderson Group PLC | 26,388 | $473.3K | 0.00% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 26,581 | $477.1K | 0.22% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 26,976 | $484.2K | 0.05% | +26,976 | New |
| John G Ullman & Associates Inc | 27,000 | $484.6K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 27,787 | $499.0K | 0.00% | −6,367−18.6% | Reduced |
| Comerica Bank | 27,981 | $502.3K | 0.00% | −807−2.8% | Reduced |
| Quantinno Capital Management LP | 28,875 | $518.3K | 0.00% | +3,906+15.6% | Added |