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 2026
Institutional positions in Oceanfirst Financial Corp as of Mar 31, 2026. 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
- 206
- +26 vs. Q4 2025
- Shares held
- 50.2M
- +7.79M (+18.4%) vs. Q4 2025
- Total value
- $905.9M
- +$144.1M (+18.9%) vs. Q4 2025
- New holders
- 41
- 67 more added
- Sold out
- 15
- 60 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $18 | 0.00% | +1 | New |
| Brown Brothers Harriman & Co | 2 | $36 | 0.00% | −178−98.9% | Reduced |
| Kilter Group LLC | 4 | $73 | 0.00% | +4 | New |
| True Wealth Design, LLC | 10 | $181 | 0.00% | −5−33.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 23 | $415 | 0.00% | +23 | New |
| Trust Co | 24 | $433 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $451 | 0.00% | −17−40.5% | Reduced |
| Smartleaf Asset Management LLC | 26 | $458 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 37 | $667 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 42 | $757 | 0.00% | −3,366−98.8% | Reduced |
| Covestor Ltd | 46 | $1.00K | 0.00% | +14+43.8% | Added |
| Glen Eagle Advisors, LLC | 85 | $1.53K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 125 | $2.25K | 0.00% | −7−5.3% | Reduced |
| Quarry LP | 170 | $3.07K | 0.00% | −107−38.6% | Reduced |
| Larson Financial Group LLC | 180 | $3.25K | 0.00% | −45−20.0% | Reduced |
| Key Financial Inc | 180 | $3.25K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 187 | $3.37K | 0.00% | −20−9.7% | Reduced |
| Root Financial Partners, LLC | 188 | $3.39K | 0.00% | +188 | New |
| HFM Investment Advisors, LLC | 214 | $3.86K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 400 | $4.28K | 0.00% | +277+225.2% | Added |
| Colonial Trust Co | 245 | $4.32K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 243 | $4.38K | 0.00% | −230−48.6% | Reduced |
| Parallel Advisors, LLC | 256 | $4.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 267 | $4.82K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 270 | $4.88K | 0.00% | +270 | New |
| US Bancorp | 293 | $5.29K | 0.00% | +45+18.1% | Added |
| IFP Advisors, Inc | 319 | $5.75K | 0.00% | −5−1.5% | Reduced |
| Advisory Services Network, LLC | 325 | $5.86K | 0.00% | +325 | New |
| Nisa Investment Advisors, LLC | 374 | $6.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 628 | $11.3K | 0.00% | +499+386.8% | Added |
| GAMMA Investing LLC | 698 | $12.6K | 0.00% | +264+60.8% | Added |
| EverSource Wealth Advisors, LLC | 772 | $13.9K | 0.00% | +59+8.3% | Added |
| Atlantic Union Bankshares Corp | 900 | $16.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,006 | $18.1K | 0.00% | +928+1,189.7% | Added |
| NVWM, LLC | 1,147 | $20.7K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,200 | $21.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,215 | $21.9K | 0.00% | +38+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,387 | $25.0K | 0.00% | +14+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,395 | $25.2K | 0.00% | +305+28.0% | Added |
| Versant Capital Management, Inc | 1,475 | $26.6K | 0.00% | +39+2.7% | Added |
| Sterling Capital Management LLC | 1,863 | $33.6K | 0.00% | −1,391−42.7% | Reduced |
| Assetmark, Inc | 2,024 | $36.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 2,326 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,726 | $67.2K | 0.00% | −3,000−44.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,275 | $77.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,778 | $86.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,794 | $86.5K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,088 | $91.8K | 0.00% | +5,088 | New |
| Caldwell Sutter Capital, Inc. | 5,209 | $94.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,973 | $121.5K | 0.00% | +6,919+12,813.0% | Added |
| Byrne Asset Management LLC | 8,630 | $155.7K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,119 | $182.5K | 0.00% | −22−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 10,207 | $184.1K | 0.00% | −1,000−8.9% | Reduced |
| CI Private Wealth, LLC | 15,425 | $188.7K | 0.00% | +5,055+48.7% | Added |
| Great West Life Assurance Co | 10,517 | $190.0K | 0.00% | +171+1.7% | Added |
| Voya Investment Management LLC | 10,754 | $194.0K | 0.00% | −637−5.6% | Reduced |
| Fiduciary Trust Co | 11,033 | $199.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,947 | $215.5K | 0.00% | +11,947 | New |
| Captrust Financial Advisors | 11,949 | $215.6K | 0.00% | −2,190−15.5% | Reduced |
| WBI Investments | 12,162 | $219.4K | 0.06% | +12,162 | New |
| Millington Securities, LLC | 12,162 | $219.4K | 0.06% | +12,162 | New |
| CWA Asset Management Group, LLC | 12,500 | $225.5K | 0.01% | −214−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $236.9K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,497 | $243.5K | 0.00% | −7,630−36.1% | Reduced |
| CIBC Bancorp USA Inc. | 13,522 | $243.9K | 0.00% | +13,522 | New |
| Wealth Enhancement Advisory Services, LLC | 13,583 | $247.8K | 0.00% | +2,135+18.6% | Added |
| EP Wealth Advisors, LLC | 13,870 | $250.2K | 0.00% | +86+0.6% | Added |
| Amundi | 14,380 | $259.4K | 0.00% | +14,380 | New |
| Manufacturers Life Insurance Company, The | 15,025 | $271.1K | 0.00% | −10,672−41.5% | Reduced |
| Caxton Associates LLP | 15,131 | $273.0K | 0.01% | +15,131 | New |
| New York State Common Retirement Fund | 15,444 | $278.6K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 15,447 | $278.7K | 0.19% | +15,447 | New |
| Arizona State Retirement System | 15,763 | $284.4K | 0.00% | −207−1.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,841 | $285.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,151 | $291.0K | 0.01% | +1,019+6.7% | Added |
| Numerai GP LLC | 16,618 | $299.8K | 0.03% | +16,618 | New |
| State Board of Administration of Florida Retirement System | 16,638 | $300.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,878 | $304.5K | 0.00% | +4,509+36.5% | Added |
| Harbor Capital Advisors, Inc. | 17,339 | $313.0K | 0.03% | −6,628−27.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,463 | $315.0K | 0.00% | +1,110+6.8% | Added |
| Commerce Bank | 17,530 | $316.2K | 0.00% | +160+0.9% | Added |
| Janney Montgomery Scott LLC | 18,254 | $329.0K | 0.00% | −10−0.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 18,406 | $332.0K | 0.00% | +18,406 | New |
| CWM, LLC | 18,466 | $333.1K | 0.00% | −4,981−21.2% | Reduced |
| Ledgewood Wealth Advisors, LLC | 18,890 | $340.8K | 0.19% | −114−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 18,938 | $341.6K | 0.00% | +1,205+6.8% | Added |
| Winton Group Ltd | 19,200 | $346.4K | 0.01% | +19,200 | New |
| Boston Partners | 19,783 | $356.9K | 0.00% | −703−3.4% | Reduced |
| Mendon Capital Advisors Corp | 20,000 | $360.8K | 0.14% | +20,000 | New |
| Quadrant Capital Group LLC | 20,014 | $361.1K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 20,490 | $369.6K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 21,298 | $384.2K | 0.01% | −692−3.1% | Reduced |
| Envestnet Asset Management Inc | 23,697 | $427.5K | 0.00% | −472−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,426 | $440.6K | 0.00% | −21,173−46.4% | Reduced |
| John G Ullman & Associates Inc | 25,300 | $456.4K | 0.06% | −1,700−6.3% | Reduced |
| Sykon Capital LLC | 25,521 | $460.4K | 0.15% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 26,137 | $471.5K | 0.01% | +20,731+383.5% | Added |