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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 28,033 | $505.7K | 0.00% | −9,763−25.8% | Reduced |
| Fifth Third Bancorp | 27,741 | $500.5K | 0.00% | +27,741 | New |
| Greenwood Capital Associates LLC | 26,928 | $485.8K | 0.05% | −48−0.2% | Reduced |
| Eagle Wealth Strategies LLC | 26,581 | $479.5K | 0.21% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 26,388 | $476.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 26,384 | $476.0K | 0.00% | +294+1.1% | Added |
| Aquatic Capital Management LLC | 26,137 | $471.5K | 0.01% | +20,731+383.5% | Added |
| Sykon Capital LLC | 25,521 | $460.4K | 0.15% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 25,300 | $456.4K | 0.06% | −1,700−6.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,426 | $440.6K | 0.00% | −21,173−46.4% | Reduced |
| Envestnet Asset Management Inc | 23,697 | $427.5K | 0.00% | −472−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 21,298 | $384.2K | 0.01% | −692−3.1% | Reduced |
| RSM US Wealth Management LLC | 20,490 | $369.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 20,014 | $361.1K | 0.01% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 20,000 | $360.8K | 0.14% | +20,000 | New |
| Boston Partners | 19,783 | $356.9K | 0.00% | −703−3.4% | Reduced |
| Winton Group Ltd | 19,200 | $346.4K | 0.01% | +19,200 | New |
| The PNC Financial Services Group, Inc. | 18,938 | $341.6K | 0.00% | +1,205+6.8% | Added |
| Ledgewood Wealth Advisors, LLC | 18,890 | $340.8K | 0.19% | −114−0.6% | Reduced |
| CWM, LLC | 18,466 | $333.1K | 0.00% | −4,981−21.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 18,406 | $332.0K | 0.00% | +18,406 | New |
| Janney Montgomery Scott LLC | 18,254 | $329.0K | 0.00% | −10−0.1% | Reduced |
| Commerce Bank | 17,530 | $316.2K | 0.00% | +160+0.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,463 | $315.0K | 0.00% | +1,110+6.8% | Added |
| Harbor Capital Advisors, Inc. | 17,339 | $313.0K | 0.03% | −6,628−27.7% | Reduced |
| BNP Paribas Arbitrage, SA | 16,878 | $304.5K | 0.00% | +4,509+36.5% | Added |
| State Board of Administration of Florida Retirement System | 16,638 | $300.1K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 16,618 | $299.8K | 0.03% | +16,618 | New |
| Virtu Financial LLC | 16,151 | $291.0K | 0.01% | +1,019+6.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,841 | $285.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,763 | $284.4K | 0.00% | −207−1.3% | Reduced |
| MQS Management LLC | 15,447 | $278.7K | 0.19% | +15,447 | New |
| New York State Common Retirement Fund | 15,444 | $278.6K | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 15,131 | $273.0K | 0.01% | +15,131 | New |
| Manufacturers Life Insurance Company, The | 15,025 | $271.1K | 0.00% | −10,672−41.5% | Reduced |
| Amundi | 14,380 | $259.4K | 0.00% | +14,380 | New |
| EP Wealth Advisors, LLC | 13,870 | $250.2K | 0.00% | +86+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,583 | $247.8K | 0.00% | +2,135+18.6% | Added |
| CIBC Bancorp USA Inc. | 13,522 | $243.9K | 0.00% | +13,522 | New |
| Intech Investment Management LLC | 13,497 | $243.5K | 0.00% | −7,630−36.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $236.9K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 12,500 | $225.5K | 0.01% | −214−1.7% | Reduced |
| WBI Investments | 12,162 | $219.4K | 0.06% | +12,162 | New |
| Millington Securities, LLC | 12,162 | $219.4K | 0.06% | +12,162 | New |
| Captrust Financial Advisors | 11,949 | $215.6K | 0.00% | −2,190−15.5% | Reduced |
| Tudor Investment Corp Et Al | 11,947 | $215.5K | 0.00% | +11,947 | New |
| Fiduciary Trust Co | 11,033 | $199.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,754 | $194.0K | 0.00% | −637−5.6% | Reduced |
| Great West Life Assurance Co | 10,517 | $190.0K | 0.00% | +171+1.7% | Added |
| CI Private Wealth, LLC | 15,425 | $188.7K | 0.00% | +5,055+48.7% | Added |
| Beacon Pointe Advisors, LLC | 10,207 | $184.1K | 0.00% | −1,000−8.9% | Reduced |
| Farther Finance Advisors, LLC | 10,119 | $182.5K | 0.00% | −22−0.2% | Reduced |
| Byrne Asset Management LLC | 8,630 | $155.7K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,973 | $121.5K | 0.00% | +6,919+12,813.0% | Added |
| Caldwell Sutter Capital, Inc. | 5,209 | $94.0K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,088 | $91.8K | 0.00% | +5,088 | New |
| North Star Investment Management Corp. | 4,794 | $86.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,778 | $86.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,275 | $77.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,726 | $67.2K | 0.00% | −3,000−44.6% | Reduced |
| State of Alaska, Department of Revenue | 2,326 | $41.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,024 | $36.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,863 | $33.6K | 0.00% | −1,391−42.7% | Reduced |
| Versant Capital Management, Inc | 1,475 | $26.6K | 0.00% | +39+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,395 | $25.2K | 0.00% | +305+28.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,387 | $25.0K | 0.00% | +14+1.0% | Added |
| Public Employees Retirement System of Ohio | 1,215 | $21.9K | 0.00% | +38+3.2% | Added |
| Tompkins Financial Corp | 1,200 | $21.6K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,147 | $20.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,006 | $18.1K | 0.00% | +928+1,189.7% | Added |
| Atlantic Union Bankshares Corp | 900 | $16.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 772 | $13.9K | 0.00% | +59+8.3% | Added |
| GAMMA Investing LLC | 698 | $12.6K | 0.00% | +264+60.8% | Added |
| Signaturefd, LLC | 628 | $11.3K | 0.00% | +499+386.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $9.24K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 374 | $6.75K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 325 | $5.86K | 0.00% | +325 | New |
| IFP Advisors, Inc | 319 | $5.75K | 0.00% | −5−1.5% | Reduced |
| US Bancorp | 293 | $5.29K | 0.00% | +45+18.1% | Added |
| Parkside Financial Bank & Trust | 270 | $4.88K | 0.00% | +270 | New |
| GWM Advisors LLC | 267 | $4.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 256 | $4.62K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 243 | $4.38K | 0.00% | −230−48.6% | Reduced |
| Colonial Trust Co | 245 | $4.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 400 | $4.28K | 0.00% | +277+225.2% | Added |
| HFM Investment Advisors, LLC | 214 | $3.86K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 188 | $3.39K | 0.00% | +188 | New |
| Essential Partners LLC | 187 | $3.37K | 0.00% | −20−9.7% | 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 |
| Quarry LP | 170 | $3.07K | 0.00% | −107−38.6% | Reduced |
| Sunbelt Securities, Inc. | 125 | $2.25K | 0.00% | −7−5.3% | Reduced |
| Los Angeles Capital Management LLC | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 85 | $1.53K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 46 | $1.00K | 0.00% | +14+43.8% | Added |
| Simplex Trading, LLC | 42 | $757 | 0.00% | −3,366−98.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 37 | $667 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26 | $458 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $451 | 0.00% | −17−40.5% | Reduced |
| Trust Co | 24 | $433 | 0.00% | 00.0% | Unchanged |