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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, 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.

Institutional holdersQ4 2023: 53 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 heldQ4 2023: $76.6M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q3 2023.

Institutions holding OVLY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Caldwell Sutter Capital, Inc.1$300.00%00.0%Unchanged
Russell Investments Group, Ltd.18$5390.00%+9+100.0%Added
Covestor Ltd17$1.00K0.00%−1−5.6%Reduced
West Tower Group, LLC106$3.17K0.01%−30−22.1%Reduced
Principal Securities, Inc.182$5.45K0.00%+182New
Metropolitan Life Insurance Co378$11.3K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.556$16.7K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)562$16.8K0.00%−43−7.1%Reduced
Amalgamated Bank587$18.0K0.00%−68−10.4%Reduced
Legal & General Group Plc634$19.0K0.00%00.0%Unchanged
Citigroup Inc974$29.2K0.00%+958+5,987.5%Added
Allworth Financial LP1,008$30.2K0.00%00.0%Unchanged
California State Teachers Retirement System1,108$33.2K0.00%−377−25.4%Reduced
CWM, LLC1,729$52.0K0.00%00.0%Unchanged
American International Group, Inc.3,347$100.2K0.00%−13−0.4%Reduced
MetLife Investment Management3,643$109.1K0.00%00.0%Unchanged
SG Americas Securities, LLC3,661$110.0K0.00%+3,661New
New York State Common Retirement Fund4,055$121.4K0.00%00.0%Unchanged
Royal Bank of Canada4,947$148.0K0.00%+3,817+337.8%Added
Rhumbline Advisers6,649$199.1K0.00%−264−3.8%Reduced
Wells Fargo & Company7,074$211.9K0.00%+411+6.2%Added
Two Sigma Advisers, LP7,500$224.6K0.00%+7,500New
Bank of America Corp7,719$231.2K0.00%−2,525−24.6%Reduced
Mraz, Amerine & Associates, Inc.8,337$249.7K0.05%−1,015−10.9%Reduced
Nuveen Asset Management, LLC8,516$255.1K0.00%00.0%Unchanged
Cetera Advisor Networks LLC10,100$302.5K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA11,364$340.4K0.00%+4,616+68.4%Added
Invesco Ltd.11,386$341.0K0.00%+663+6.2%Added
Barclays PLC11,623$348.1K0.00%+7,946+216.1%Added
UBS Group AG13,428$402.2K0.00%+3,671+37.6%Added
Susquehanna International Group, LLP13,605$407.5K0.00%+13,605New
Two Sigma Investments, LP15,415$461.7K0.00%+3,619+30.7%Added
Citadel Advisors LLC15,827$474.0K0.00%−5,072−24.3%Reduced
Morgan Stanley18,040$540.3K0.00%+9,348+107.5%Added
Charles Schwab Investment Management Inc19,102$572.1K0.00%00.0%Unchanged
American Century Companies Inc21,044$630.3K0.00%+1,590+8.2%Added
First Trust Advisors LP22,523$674.6K0.00%+4,748+26.7%Added
Bank of New York Mellon Corp25,861$774.5K0.00%+6,361+32.6%Added
RBF Capital, LLC30,000$898.5K0.06%00.0%Unchanged
Empowered Funds, LLC31,158$933.2K0.02%+2,688+9.4%Added
Renaissance Technologies LLC47,673$1.43M0.00%−456−0.9%Reduced
Northern Trust Corp56,792$1.70M0.00%+2,564+4.7%Added
State Street Corp83,384$2.50M0.00%+3,624+4.5%Added
Dimensional Fund Advisors LP83,560$2.50M0.00%00.0%Unchanged
Bridgeway Capital Management, LLC101,822$3.05M0.07%−466−0.5%Reduced
JPMorgan Chase & Co113,533$3.40M0.00%+108,702+2,250.1%Added
Banc Funds Co LLC124,152$3.72M0.37%−14,128−10.2%Reduced
M3F, Inc.132,245$3.96M1.26%−8,910−6.3%Reduced
Geode Capital Management, LLC139,057$4.17M0.00%+3,573+2.6%Added
FMR LLC214,153$6.41M0.00%+700.0%Added
Siena Capital Partners GP, LLC358,593$10.7M3.37%00.0%Unchanged
Vanguard Group Inc370,058$11.1M0.00%+1,043+0.3%Added
BlackRock Inc.389,090$11.7M0.00%+58,343+17.6%Added
Fourthstone LLC0$00.00%−42,597−100.0%Sold out
Millennium Management LLC0$00.00%−10,463−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−2,185−100.0%Sold out
Dorsey Wright & Associates0$00.00%−870−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed