Oak Valley Bancorp
OVLY- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001431567
In the last 90 days, Oak Valley Bancorp insiders filed 5 open-market purchases and 2 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $99.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Oak Valley Bancorp 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
- 84
- +6 vs. Q1 2026
- Shares held
- 2.95M
- +146.9K (+5.2%) vs. Q1 2026
- Total value
- $99.5M
- +$8.63M (+9.5%) vs. Q1 2026
- New holders
- 11
- 41 more added
- Sold out
- 5
- 16 more reduced
2 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 OVLY 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 | 84 | $99.5M |
| Q1 2026 | 80 | $91.0M |
| Q4 2025 | 74 | $82.9M |
| Q3 2025 | 74 | $74.4M |
| Q2 2025 | 69 | $72.9M |
| Q1 2025 | 68 | $66.7M |
| Q4 2024 | 62 | $79.5M |
| Q3 2024 | 57 | $71.3M |
| Q2 2024 | 56 | $66.0M |
| Q1 2024 | 53 | $67.8M |
| Q4 2023 | 53 | $80.6M |
| Q3 2023 | 54 | $62.8M |
| Q2 2023 | 53 | $57.2M |
| Q1 2023 | 42 | $54.2M |
| Q4 2022 | 33 | $49.2M |
| Q3 2022 | 31 | $35.5M |
| Q2 2022 | 26 | $35.3M |
| Q1 2022 | 29 | $40.1M |
| Q4 2021 | 33 | $37.7M |
| Q3 2021 | 34 | $35.5M |
| Q2 2021 | 39 | $36.6M |
| Q1 2021 | 40 | $42.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 511,151 | $17.2M | 0.00% | +83,836+19.6% | Added |
| Vanguard Capital Management LLC | 296,205 | $10.0M | 0.00% | −22,302−7.0% | Reduced |
| Siena Capital Partners GP, LLC | 263,847 | $8.90M | 2.15% | −59,340−18.4% | Reduced |
| Dimensional Fund Advisors LP | 189,026 | $6.38M | 0.00% | +30,881+19.5% | Added |
| Geode Capital Management, LLC | 176,153 | $5.95M | 0.00% | +19,809+12.7% | Added |
| Cresset Asset Management, LLC | 140,282 | $4.73M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 130,531 | $4.40M | 0.00% | +24,382+23.0% | Added |
| American Century Companies Inc | 99,560 | $3.36M | 0.00% | +77,031+341.9% | Added |
| Renaissance Technologies LLC | 73,973 | $2.50M | 0.00% | +38,598+109.1% | Added |
| Goldman Sachs Group Inc | 65,845 | $2.22M | 0.00% | +18,124+38.0% | Added |
| Northern Trust Corp | 54,713 | $1.85M | 0.00% | +5,426+11.0% | Added |
| Arrowstreet Capital, Limited Partnership | 53,502 | $1.81M | 0.00% | +36,373+212.3% | Added |
| Morgan Stanley | 52,224 | $1.76M | 0.00% | +27,734+113.2% | Added |
| Bridgeway Capital Management, LLC | 51,279 | $1.73M | 0.03% | −5,000−8.9% | Reduced |
| Vanguard Portfolio Management LLC | 48,638 | $1.64M | 0.00% | +9,166+23.2% | Added |
| Two Sigma Investments, LP | 47,787 | $1.61M | 0.00% | +47,787 | New |
| Vanguard Fiduciary Trust Co | 45,742 | $1.54M | 0.00% | +2,563+5.9% | Added |
| Cetera Investment Advisers | 45,003 | $1.52M | 0.00% | −110.0% | Reduced |
| FMR LLC | 32,624 | $1.10M | 0.00% | −105−0.3% | Reduced |
| AQR Capital Management LLC | 32,551 | $1.10M | 0.00% | +12,929+65.9% | Added |
| Acadian Asset Management LLC | 30,589 | $1.03M | 0.00% | +19,019+164.4% | Added |
| RBF Capital, LLC | 30,000 | $1.01M | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 28,963 | $977.4K | 0.00% | +21,354+280.6% | Added |
| Squarepoint Ops LLC | 23,760 | $801.8K | 0.00% | +23,760 | New |
| Kestra Advisory Services, LLC | 23,519 | $793.7K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 23,450 | $785.6K | 0.00% | +1,949+9.1% | Added |
| Millennium Management LLC | 23,163 | $781.6K | 0.00% | +13,629+143.0% | Added |
| Trexquant Investment LP | 22,187 | $748.7K | 0.00% | +22,187 | New |
| Charles Schwab Investment Management Inc | 21,315 | $719.3K | 0.00% | +3,080+16.9% | Added |
| Susquehanna International Group, LLP | 21,275 | $717.9K | 0.00% | +21,275 | New |
| Martingale Asset Management L P | 19,675 | $663.9K | 0.02% | +5,709+40.9% | Added |
| Bank of New York Mellon Corp | 18,305 | $617.7K | 0.00% | +2,296+14.3% | Added |
| Bank of America Corp | 17,834 | $601.8K | 0.00% | −1,473−7.6% | Reduced |
| Barclays PLC | 16,981 | $573.0K | 0.00% | −898−5.0% | Reduced |
| Empowered Funds, LLC | 15,615 | $526.9K | 0.00% | −5,000−24.3% | Reduced |
| LPL Financial LLC | 14,597 | $492.6K | 0.00% | +2,322+18.9% | Added |
| Seizert Capital Partners, LLC | 14,198 | $479.1K | 0.02% | +70.0% | Added |
| Occudo Quantitative Strategies LP | 12,272 | $414.1K | 0.02% | +12,272 | New |
| XTX Topco Ltd | 11,506 | $388.3K | 0.01% | +11,506 | New |
| Nuveen, LLC | 11,452 | $386.4K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 10,891 | $367.5K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,060 | $339.5K | 0.00% | +3,477+52.8% | Added |
| Algert Global LLC | 9,910 | $334.4K | 0.00% | +9,910 | New |
| Jump Financial, LLC | 9,717 | $327.9K | 0.00% | +9,717 | New |
| BNP Paribas Arbitrage, SA | 9,666 | $326.2K | 0.00% | +6,021+165.2% | Added |
| Marshall Wace, LLP | 9,220 | $311.1K | 0.00% | +9,220 | New |
| Rhumbline Advisers | 9,105 | $307.2K | 0.00% | +484+5.6% | Added |
| Legato Capital Management LLC | 6,897 | $232.7K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,815 | $230.0K | 0.00% | +808+13.5% | Added |
| Qube Research & Technologies Ltd | 6,369 | $214.9K | 0.00% | +6,369 | New |
| LSV Asset Management | 6,200 | $209.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,644 | $190.5K | 0.00% | −342−5.7% | Reduced |
| Los Angeles Capital Management LLC | 4,440 | $149.8K | 0.00% | +4,420+22,100.0% | Added |
| MetLife Investment Management | 4,021 | $135.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,984 | $134.4K | 0.00% | +3,238+434.0% | Added |
| Citigroup Inc | 3,336 | $112.6K | 0.00% | +3,018+949.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,331 | $112.4K | 0.00% | +22+0.7% | Added |
| JPMorgan Chase & Co | 3,080 | $103.3K | 0.00% | +297+10.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,690 | $90.8K | 0.00% | +1,320+96.4% | Added |
| Royal Bank of Canada | 2,381 | $81.0K | 0.00% | +737+44.8% | Added |
| Vanguard Global Advisers, LLC | 2,201 | $74.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,057 | $69.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,102 | $37.2K | 0.00% | +59+5.7% | Added |
| Tower Research Capital LLC (TRC) | 921 | $31.1K | 0.00% | −1,594−63.4% | Reduced |
| Legal & General Group Plc | 634 | $21.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $18.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 544 | $18.4K | 0.00% | +541+18,033.3% | Added |
| Harbor Capital Advisors, Inc. | 320 | $11.0K | 0.00% | −84−20.8% | Reduced |
| UBS Asset Management Americas Inc | 179 | $6.04K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 146 | $4.93K | 0.00% | −80−35.4% | Reduced |
| GAMMA Investing LLC | 143 | $4.83K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 96 | $3.24K | 0.00% | −274−74.1% | Reduced |
| EverSource Wealth Advisors, LLC | 87 | $2.94K | 0.00% | +4+4.8% | Added |
| IFP Advisors, Inc | 71 | $2.40K | 0.00% | +46+184.0% | Added |
| Essential Partners LLC | 61 | $2.06K | 0.00% | −91−59.9% | Reduced |
| Rothschild Investment LLC | 20 | $675 | 0.00% | +14+233.3% | Added |
| Farther Finance Advisors, LLC | 16 | $539 | 0.00% | +6+60.0% | Added |
| Basecamp Wealth Advisors LLC | 9 | $304 | 0.00% | +5+125.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 6 | $202 | 0.00% | +6 | New |
| True Wealth Design, LLC | 4 | $135 | 0.00% | −1−20.0% | Reduced |
| SBI Securities Co., Ltd. | 4 | $135 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $102 | 0.00% | +1+50.0% | Added |
| Caldwell Sutter Capital, Inc. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −5−27.8% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −411,189−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |