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 2026
Institutional positions in Oceanfirst Financial Corp as of Jun 30, 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
- 230
- +28 vs. Q1 2026
- Shares held
- 80.4M
- +30.2M (+60.3%) vs. Q1 2026
- Total value
- $1.57B
- +$665.5M (+73.5%) vs. Q1 2026
- New holders
- 49
- 116 more added
- Sold out
- 21
- 39 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Oceanfirst Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $98 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 6 | $118 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 8 | $156 | 0.00% | +8 | New |
| Trust Co | 24 | $469 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 26 | $507 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $508 | 0.00% | +26 | New |
| Zions Bancorporation, National Association | 36 | $703 | 0.00% | +36 | New |
| Smallwood Wealth Investment Management, LLC | 37 | $722 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 39 | $762 | 0.00% | +16+69.6% | Added |
| Covestor Ltd | 41 | $1.00K | 0.00% | −5−10.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 74 | $1.45K | 0.00% | +74 | New |
| Glen Eagle Advisors, LLC | 85 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 90 | $1.76K | 0.00% | +86+2,150.0% | Added |
| UMA Financial Services, Inc. | 111 | $2.17K | 0.00% | +111 | New |
| Rockefeller Capital Management L.P. | 123 | $2.40K | 0.00% | +123 | New |
| Key Financial Inc | 180 | $3.52K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 192 | $3.74K | 0.00% | +192 | New |
| True Wealth Design, LLC | 193 | $3.77K | 0.00% | +183+1,830.0% | Added |
| Quarry LP | 194 | $3.79K | 0.00% | +24+14.1% | Added |
| SBI Securities Co., Ltd. | 194 | $3.79K | 0.00% | +193+19,300.0% | Added |
| HFM Investment Advisors, LLC | 214 | $4.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 242 | $4.73K | 0.00% | +62+34.4% | Added |
| Rothschild Investment LLC | 242 | $4.73K | 0.00% | +217+868.0% | Added |
| Colonial Trust Co | 245 | $4.78K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 255 | $4.98K | 0.00% | −751−74.7% | Reduced |
| Los Angeles Capital Management LLC | 311 | $6.07K | 0.00% | +211+211.0% | Added |
| JPL Wealth Management, LLC | 378 | $7.38K | 0.00% | +378 | New |
| Westside Investment Management, Inc. | 380 | $7.42K | 0.00% | +380 | New |
| Parkside Financial Bank & Trust | 406 | $7.93K | 0.00% | +136+50.4% | Added |
| Valley National Advisers Inc | 425 | $8.30K | 0.00% | +425 | New |
| Parallel Advisors, LLC | 446 | $8.71K | 0.00% | +190+74.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 512 | $10.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 517 | $10.1K | 0.00% | +224+76.5% | Added |
| Nisa Investment Advisors, LLC | 778 | $15.2K | 0.00% | +404+108.0% | Added |
| Atlantic Union Bankshares Corp | 900 | $17.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 918 | $17.9K | 0.00% | +599+187.8% | Added |
| United Financial Planning Group LLC | 956 | $18.7K | 0.01% | +956 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,009 | $19.7K | 0.00% | −386−27.7% | Reduced |
| Essential Partners LLC | 1,120 | $21.9K | 0.01% | +933+498.9% | Added |
| NVWM, LLC | 1,147 | $22.4K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,200 | $23.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,283 | $25.1K | 0.00% | +68+5.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,292 | $25.2K | 0.00% | +1,292 | New |
| Northwestern Mutual Wealth Management Co | 1,401 | $27.4K | 0.00% | +14+1.0% | Added |
| Sterling Capital Management LLC | 1,432 | $28.0K | 0.00% | −431−23.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,474 | $28.8K | 0.00% | +1,231+506.6% | Added |
| Nykredit A/S | 1,520 | $29.7K | 0.00% | +1,520 | New |
| EverSource Wealth Advisors, LLC | 1,750 | $34.2K | 0.00% | +978+126.7% | Added |
| Versant Capital Management, Inc | 1,859 | $36.3K | 0.00% | +384+26.0% | Added |
| GAMMA Investing LLC | 1,918 | $37.5K | 0.00% | +1,220+174.8% | Added |
| Signaturefd, LLC | 2,013 | $39.3K | 0.00% | +1,385+220.5% | Added |
| Daytona Street Capital LLC | 2,125 | $40.6K | 0.03% | +2,125 | New |
| Assetmark, Inc | 2,089 | $40.8K | 0.00% | +65+3.2% | Added |
| State of Alaska, Department of Revenue | 2,326 | $45.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,340 | $84.8K | 0.00% | −748−14.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,399 | $85.9K | 0.01% | +124+2.9% | Added |
| Federated Hermes, Inc. | 4,845 | $94.6K | 0.00% | +4,845 | New |
| Tower Research Capital LLC (TRC) | 5,033 | $98.3K | 0.00% | +1,307+35.1% | Added |
| Caldwell Sutter Capital, Inc. | 5,209 | $101.7K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,298 | $103.5K | 0.00% | +5,298 | New |
| Ameritas Investment Partners, Inc. | 7,680 | $150.0K | 0.00% | +2,902+60.7% | Added |
| Jones Financial Companies LLLP | 8,713 | $170.3K | 0.00% | +1,740+25.0% | Added |
| Byrne Asset Management LLC | 9,230 | $180.3K | 0.10% | +600+7.0% | Added |
| Jain Global LLC | 10,403 | $203.2K | 0.00% | +10,403 | New |
| Victory Capital Management Inc | 10,775 | $210.4K | 0.00% | +10,775 | New |
| Winton Group Ltd | 10,800 | $210.9K | 0.01% | −8,400−43.8% | Reduced |
| ProShare Advisors LLC | 11,082 | $216.4K | 0.00% | +11,082 | New |
| Fiduciary Trust Co | 11,084 | $216.5K | 0.00% | +51+0.5% | Added |
| Pictet Asset Management Holding SA | 11,693 | $228.4K | 0.00% | +11,693 | New |
| Numerai GP LLC | 11,843 | $231.3K | 0.02% | −4,775−28.7% | Reduced |
| DRW Securities, LLC | 12,133 | $237.0K | 0.01% | +12,133 | New |
| MQS Management LLC | 12,244 | $239.1K | 0.29% | −3,203−20.7% | Reduced |
| Great West Life Assurance Co | 12,495 | $244.0K | 0.00% | +1,978+18.8% | Added |
| CWA Asset Management Group, LLC | 12,500 | $244.1K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 13,118 | $256.2K | 0.00% | −752−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,132 | $256.5K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 13,613 | $265.9K | 0.02% | +13,613 | New |
| Mackenzie Financial Corp | 14,019 | $273.8K | 0.00% | +14,019 | New |
| Farther Finance Advisors, LLC | 14,237 | $278.0K | 0.00% | +4,118+40.7% | Added |
| Fifth Third Bancorp | 14,644 | $286.0K | 0.00% | −13,097−47.2% | Reduced |
| CI Private Wealth, LLC | 14,748 | $288.0K | 0.00% | −677−4.4% | Reduced |
| CIBC Bancorp USA Inc. | 15,363 | $300.0K | 0.00% | +1,841+13.6% | Added |
| Keybank National Association | 15,501 | $302.7K | 0.00% | +15,501 | New |
| SRS Capital Advisors, Inc. | 16,023 | $312.9K | 0.00% | +15,623+3,905.7% | Added |
| Brevan Howard Capital Management LP | 16,049 | $313.4K | 0.00% | −51,641−76.3% | Reduced |
| Intech Investment Management LLC | 16,402 | $320.3K | 0.00% | +2,905+21.5% | Added |
| Counterpoint Mutual Funds LLC | 16,553 | $323.3K | 0.03% | +16,553 | New |
| HighTower Advisors, LLC | 16,807 | $328.2K | 0.00% | +16,807 | New |
| Voya Investment Management LLC | 17,157 | $335.1K | 0.00% | +6,403+59.5% | Added |
| Commerce Bank | 17,530 | $342.4K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 17,563 | $343.0K | 0.00% | −2,220−11.2% | Reduced |
| Captrust Financial Advisors | 17,764 | $346.9K | 0.00% | +5,815+48.7% | Added |
| KLP Kapitalforvaltning AS | 18,300 | $357.4K | 0.00% | −13,700−42.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 18,406 | $359.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 18,843 | $368.0K | 0.03% | +1,504+8.7% | Added |
| Ledgewood Wealth Advisors, LLC | 18,890 | $368.9K | 0.20% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,090 | $392.4K | 0.00% | +20,090 | New |
| Quadrant Capital Group LLC | 20,522 | $400.8K | 0.01% | +508+2.5% | Added |
| First Trust Advisors LP | 20,586 | $402.0K | 0.00% | −255,239−92.5% | Reduced |