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, Q4 2023
Institutional positions in Oak Valley Bancorp as of Dec 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
- 53
- 0 vs. Q3 2023
- Shares held
- 2.56M
- +163.8K (+6.8%) vs. Q3 2023
- Total value
- $76.6M
- +$16.5M (+27.5%) vs. Q3 2023
- New holders
- 4
- 21 more added
- Sold out
- 4
- 14 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 | $81.3M |
| Q3 2025 | 74 | $74.2M |
| Q2 2025 | 69 | $72.8M |
| Q1 2025 | 68 | $66.7M |
| Q4 2024 | 62 | $79.5M |
| Q3 2024 | 57 | $71.0M |
| Q2 2024 | 56 | $65.9M |
| Q1 2024 | 53 | $63.3M |
| Q4 2023 | 53 | $76.6M |
| Q3 2023 | 54 | $62.8M |
| Q2 2023 | 53 | $57.2M |
| Q1 2023 | 42 | $49.9M |
| Q4 2022 | 33 | $49.2M |
| Q3 2022 | 31 | $35.5M |
| Q2 2022 | 26 | $35.3M |
| Q1 2022 | 29 | $40.1M |
| Q4 2021 | 33 | $37.6M |
| Q3 2021 | 34 | $35.5M |
| Q2 2021 | 39 | $36.6M |
| Q1 2021 | 40 | $42.9M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 389,090 | $11.7M | 0.00% | +58,343+17.6% | Added |
| Vanguard Group Inc | 370,058 | $11.1M | 0.00% | +1,043+0.3% | Added |
| Siena Capital Partners GP, LLC | 358,593 | $10.7M | 3.37% | 00.0% | Unchanged |
| FMR LLC | 214,153 | $6.41M | 0.00% | +700.0% | Added |
| Geode Capital Management, LLC | 139,057 | $4.17M | 0.00% | +3,573+2.6% | Added |
| M3F, Inc. | 132,245 | $3.96M | 1.26% | −8,910−6.3% | Reduced |
| Banc Funds Co LLC | 124,152 | $3.72M | 0.37% | −14,128−10.2% | Reduced |
| JPMorgan Chase & Co | 113,533 | $3.40M | 0.00% | +108,702+2,250.1% | Added |
| Bridgeway Capital Management, LLC | 101,822 | $3.05M | 0.07% | −466−0.5% | Reduced |
| Dimensional Fund Advisors LP | 83,560 | $2.50M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 83,384 | $2.50M | 0.00% | +3,624+4.5% | Added |
| Northern Trust Corp | 56,792 | $1.70M | 0.00% | +2,564+4.7% | Added |
| Renaissance Technologies LLC | 47,673 | $1.43M | 0.00% | −456−0.9% | Reduced |
| Empowered Funds, LLC | 31,158 | $933.2K | 0.02% | +2,688+9.4% | Added |
| RBF Capital, LLC | 30,000 | $898.5K | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 25,861 | $774.5K | 0.00% | +6,361+32.6% | Added |
| First Trust Advisors LP | 22,523 | $674.6K | 0.00% | +4,748+26.7% | Added |
| American Century Companies Inc | 21,044 | $630.3K | 0.00% | +1,590+8.2% | Added |
| Charles Schwab Investment Management Inc | 19,102 | $572.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 18,040 | $540.3K | 0.00% | +9,348+107.5% | Added |
| Citadel Advisors LLC | 15,827 | $474.0K | 0.00% | −5,072−24.3% | Reduced |
| Two Sigma Investments, LP | 15,415 | $461.7K | 0.00% | +3,619+30.7% | Added |
| Susquehanna International Group, LLP | 13,605 | $407.5K | 0.00% | +13,605 | New |
| UBS Group AG | 13,428 | $402.2K | 0.00% | +3,671+37.6% | Added |
| Barclays PLC | 11,623 | $348.1K | 0.00% | +7,946+216.1% | Added |
| Invesco Ltd. | 11,386 | $341.0K | 0.00% | +663+6.2% | Added |
| BNP Paribas Arbitrage, SA | 11,364 | $340.4K | 0.00% | +4,616+68.4% | Added |
| Cetera Advisor Networks LLC | 10,100 | $302.5K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,516 | $255.1K | 0.00% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 8,337 | $249.7K | 0.05% | −1,015−10.9% | Reduced |
| Bank of America Corp | 7,719 | $231.2K | 0.00% | −2,525−24.6% | Reduced |
| Two Sigma Advisers, LP | 7,500 | $224.6K | 0.00% | +7,500 | New |
| Wells Fargo & Company | 7,074 | $211.9K | 0.00% | +411+6.2% | Added |
| Rhumbline Advisers | 6,649 | $199.1K | 0.00% | −264−3.8% | Reduced |
| Royal Bank of Canada | 4,947 | $148.0K | 0.00% | +3,817+337.8% | Added |
| New York State Common Retirement Fund | 4,055 | $121.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,661 | $110.0K | 0.00% | +3,661 | New |
| MetLife Investment Management | 3,643 | $109.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,347 | $100.2K | 0.00% | −13−0.4% | Reduced |
| CWM, LLC | 1,729 | $52.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,108 | $33.2K | 0.00% | −377−25.4% | Reduced |
| Allworth Financial LP | 1,008 | $30.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 974 | $29.2K | 0.00% | +958+5,987.5% | Added |
| Legal & General Group Plc | 634 | $19.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 587 | $18.0K | 0.00% | −68−10.4% | Reduced |
| Tower Research Capital LLC (TRC) | 562 | $16.8K | 0.00% | −43−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 556 | $16.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 378 | $11.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 182 | $5.45K | 0.00% | +182 | New |
| West Tower Group, LLC | 106 | $3.17K | 0.01% | −30−22.1% | Reduced |
| Covestor Ltd | 17 | $1.00K | 0.00% | −1−5.6% | Reduced |
| Russell Investments Group, Ltd. | 18 | $539 | 0.00% | +9+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 0 | $0 | 0.00% | −42,597−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,463−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |