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Oak Valley Bancorp

OVLY
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001431567

In the last 90 days, Oak Valley Bancorp insiders filed 6 open-market purchases and 3 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $99.5M in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Oak Valley Bancorp as of Mar 31, 2023. 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
42
+9 vs. Q4 2022
Shares held
2.11M
−65.0K (−3.0%) vs. Q4 2022
Total value
$49.9M
+$651.3K (+1.3%) vs. Q4 2022
New holders
11
18 more added
Sold out
2
6 more reduced

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 42 institutions
Q1 2021: 40 institutionsQ2 2021: 39 institutionsQ3 2021: 34 institutionsQ4 2021: 33 institutionsQ1 2022: 29 institutionsQ2 2022: 26 institutionsQ3 2022: 31 institutionsQ4 2022: 33 institutionsQ1 2023: 42 institutionsQ2 2023: 53 institutionsQ3 2023: 54 institutionsQ4 2023: 53 institutionsQ1 2024: 53 institutionsQ2 2024: 56 institutionsQ3 2024: 57 institutionsQ4 2024: 62 institutionsQ1 2025: 68 institutionsQ2 2025: 69 institutionsQ3 2025: 74 institutionsQ4 2025: 74 institutionsQ1 2026: 80 institutionsQ2 2026: 84 institutions
Value heldQ1 2023: $49.9M
Q1 2021: $42.9MQ2 2021: $36.6MQ3 2021: $35.5MQ4 2021: $37.6MQ1 2022: $40.1MQ2 2022: $35.3MQ3 2022: $35.5MQ4 2022: $49.2MQ1 2023: $49.9MQ2 2023: $57.2MQ3 2023: $62.8MQ4 2023: $76.6MQ1 2024: $63.3MQ2 2024: $65.9MQ3 2024: $71.0MQ4 2024: $79.5MQ1 2025: $66.7MQ2 2025: $72.8MQ3 2025: $74.2MQ4 2025: $81.3MQ1 2026: $91.0MQ2 2026: $99.5M
Institutions holding OVLY and their total value by quarter
QuarterHoldersValue
Q2 202684$99.5M
Q1 202680$91.0M
Q4 202574$81.3M
Q3 202574$74.2M
Q2 202569$72.8M
Q1 202568$66.7M
Q4 202462$79.5M
Q3 202457$71.0M
Q2 202456$65.9M
Q1 202453$63.3M
Q4 202353$76.6M
Q3 202354$62.8M
Q2 202353$57.2M
Q1 202342$49.9M
Q4 202233$49.2M
Q3 202231$35.5M
Q2 202226$35.3M
Q1 202229$40.1M
Q4 202133$37.6M
Q3 202134$35.5M
Q2 202139$36.6M
Q1 202140$42.9M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q4 2022.

Institutions holding OVLY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada3$00.00%+3New
Caldwell Sutter Capital, Inc.1$240.00%+1New
Dorsey Wright & Associates810$19.2K0.01%+810New
Bank of America Corp819$19.4K0.00%+819New
Acadian Asset Management LLC926$21.0K0.00%+926New
Allworth Financial LP1,008$23.9K0.00%00.0%Unchanged
CWM, LLC1,729$41.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,056$48.0K0.00%+549+36.4%Added
Citigroup Inc3,746$88.6K0.00%+3,746New
Wells Fargo & Company5,046$119.4K0.00%00.0%Unchanged
UBS Group AG7,312$173.0K0.00%+287+4.1%Added
Barclays PLC8,478$200.6K0.00%+2,198+35.0%Added
Stephens Inc8,762$207.3K0.00%+8,762New
Marshall Wace, LLP9,218$218.1K0.00%+9,218New
Cetera Advisor Networks LLC10,100$239.0K0.00%−312−3.0%Reduced
Mraz, Amerine & Associates, Inc.10,252$242.6K0.06%00.0%Unchanged
HRT Financial LP11,902$281.0K0.00%−9,409−44.2%Reduced
Northern Trust Corp11,979$283.4K0.00%+1,073+9.8%Added
JPMorgan Chase & Co12,192$288.0K0.00%+12,180+101,500.0%Added
Qube Research & Technologies Ltd13,062$309.0K0.00%+13,062New
Renaissance Technologies LLC13,259$314.0K0.00%−13,966−51.3%Reduced
American Century Companies Inc14,377$336.6K0.00%+14,377New
BHZ Capital Management, LP16,948$401.0K0.24%−27,024−61.5%Reduced
Goldman Sachs Group Inc19,892$470.6K0.00%+10,924+121.8%Added
Morgan Stanley20,112$475.9K0.00%+10,218+103.3%Added
State Street Corp20,688$489.5K0.00%+900+4.5%Added
Susquehanna Fundamental Investments, LLC21,544$509.7K0.01%−5,456−20.2%Reduced
Jane Street Group, LLC28,062$663.9K0.00%+28,062New
RBF Capital, LLC30,000$709.8K0.05%00.0%Unchanged
BlackRock Inc.30,309$717.1K0.00%+3,166+11.7%Added
Susquehanna International Group, LLP37,246$881.2K0.00%+19,566+110.7%Added
Geode Capital Management, LLC61,498$1.46M0.00%+5,665+10.1%Added
Millennium Management LLC62,871$1.49M0.00%+17,525+38.6%Added
Dimensional Fund Advisors LP68,583$1.62M0.00%+21,028+44.2%Added
Bridgeway Capital Management, LLC80,790$1.91M0.05%+14,070+21.1%Added
Vanguard Group Inc91,656$2.17M0.00%+3,500+4.0%Added
M3F, Inc.134,264$3.18M1.04%+7,995+6.3%Added
First Republic Investment Management, Inc.150,000$3.55M0.01%00.0%Unchanged
FMR LLC181,921$4.30M0.00%+4,000+2.2%Added
Banc Funds Co LLC216,337$5.12M0.55%−49,743−18.7%Reduced
Fourthstone LLC329,031$7.78M2.74%+131,248+66.4%Added
Siena Capital Partners GP, LLC358,593$8.48M3.06%00.0%Unchanged
rhino investment partners, Inc0$00.00%−168,063−100.0%Sold out
Strategic Value Bank Partners LLC0$00.00%−136,943−100.0%Sold out