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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 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, Q1 2024

Institutional positions in Oak Valley Bancorp as of Mar 31, 2024. 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. Q4 2023
Shares held
2.55M
−5.12K (−0.2%) vs. Q4 2023
Total value
$63.3M
−$13.4M (−17.4%) vs. Q4 2023
New holders
4
15 more added
Sold out
4
20 more reduced

Compare with Q4 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 holdersQ1 2024: 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 heldQ1 2024: $63.3M
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 2024

Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q4 2023.

Institutions holding OVLY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.377,577$9.36M0.00%−11,513−3.0%Reduced
Vanguard Group Inc376,840$9.34M0.00%+6,782+1.8%Added
Siena Capital Partners GP, LLC358,593$8.89M2.96%00.0%Unchanged
FMR LLC214,079$5.30M0.00%−740.0%Reduced
Geode Capital Management, LLC143,158$3.55M0.00%+4,101+2.9%Added
M3F, Inc.132,245$3.28M1.16%00.0%Unchanged
JPMorgan Chase & Co119,739$2.97M0.00%+6,206+5.5%Added
Bridgeway Capital Management, LLC106,072$2.63M0.05%+4,250+4.2%Added
Banc Funds Co LLC104,888$2.60M0.29%−19,264−15.5%Reduced
Dimensional Fund Advisors LP88,332$2.19M0.00%+4,772+5.7%Added
State Street Corp84,475$2.09M0.00%+1,091+1.3%Added
Northern Trust Corp56,667$1.40M0.00%−125−0.2%Reduced
Renaissance Technologies LLC39,873$988.0K0.00%−7,800−16.4%Reduced
Empowered Funds, LLC33,608$832.8K0.02%+2,450+7.9%Added
RBF Capital, LLC30,000$743.4K0.04%00.0%Unchanged
Bank of New York Mellon Corp23,165$574.0K0.00%−2,696−10.4%Reduced
First Trust Advisors LP22,682$562.1K0.00%+159+0.7%Added
American Century Companies Inc21,044$521.5K0.00%00.0%Unchanged
Kestra Advisory Services, LLC20,118$498.5K0.00%+20,118New
Charles Schwab Investment Management Inc19,102$473.3K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA16,412$406.7K0.00%+5,048+44.4%Added
Citadel Advisors LLC15,802$391.6K0.00%−25−0.2%Reduced
Morgan Stanley15,084$373.8K0.00%−2,956−16.4%Reduced
Two Sigma Investments, LP13,315$329.9K0.00%−2,100−13.6%Reduced
UBS Group AG12,782$316.7K0.00%−646−4.8%Reduced
Gsa Capital Partners LLP12,655$314.0K0.02%+12,655New
Invesco Ltd.10,978$272.0K0.00%−408−3.6%Reduced
Cetera Investment Advisers10,108$250.5K0.00%+10,108New
Nuveen Asset Management, LLC9,844$243.9K0.00%+1,328+15.6%Added
Two Sigma Advisers, LP8,500$210.6K0.00%+1,000+13.3%Added
Mraz, Amerine & Associates, Inc.8,337$206.6K0.04%00.0%Unchanged
Barclays PLC7,108$176.1K0.00%−4,515−38.8%Reduced
Rhumbline Advisers6,986$173.1K0.00%+337+5.1%Added
Wells Fargo & Company6,378$158.0K0.00%−696−9.8%Reduced
Royal Bank of Canada4,693$117.0K0.00%−254−5.1%Reduced
New York State Common Retirement Fund4,055$100.5K0.00%00.0%Unchanged
MetLife Investment Management3,643$90.3K0.00%00.0%Unchanged
Bank of America Corp3,396$84.2K0.00%−4,323−56.0%Reduced
American International Group, Inc.3,318$82.2K0.00%−29−0.9%Reduced
CWM, LLC1,731$43.0K0.00%+2+0.1%Added
Citigroup Inc1,360$33.7K0.00%+386+39.6%Added
Allworth Financial LP1,008$25.0K0.00%00.0%Unchanged
California State Teachers Retirement System677$16.8K0.00%−431−38.9%Reduced
Legal & General Group Plc634$15.7K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.556$13.8K0.00%00.0%Unchanged
Metropolitan Life Insurance Co378$9.37K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)293$7.26K0.00%−269−47.9%Reduced
Amalgamated Bank227$6.00K0.00%−360−61.3%Reduced
Principal Securities, Inc.182$4.51K0.00%00.0%Unchanged
Covestor Ltd55$1.00K0.00%+38+223.5%Added
Qube Research & Technologies Ltd11$2730.00%+11New
Russell Investments Group, Ltd.8$1980.00%−10−55.6%Reduced
Caldwell Sutter Capital, Inc.1$250.00%00.0%Unchanged
Susquehanna International Group, LLP0$00.00%−13,605−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−10,100−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,661−100.0%Sold out
West Tower Group, LLC0$00.00%−106−100.0%Sold out