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 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8 | $198 | 0.00% | −10−55.6% | Reduced |
| Qube Research & Technologies Ltd | 11 | $273 | 0.00% | +11 | New |
| Covestor Ltd | 55 | $1.00K | 0.00% | +38+223.5% | Added |
| Principal Securities, Inc. | 182 | $4.51K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 227 | $6.00K | 0.00% | −360−61.3% | Reduced |
| Tower Research Capital LLC (TRC) | 293 | $7.26K | 0.00% | −269−47.9% | Reduced |
| Metropolitan Life Insurance Co | 378 | $9.37K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $13.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 634 | $15.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 677 | $16.8K | 0.00% | −431−38.9% | Reduced |
| Allworth Financial LP | 1,008 | $25.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,360 | $33.7K | 0.00% | +386+39.6% | Added |
| CWM, LLC | 1,731 | $43.0K | 0.00% | +2+0.1% | Added |
| American International Group, Inc. | 3,318 | $82.2K | 0.00% | −29−0.9% | Reduced |
| Bank of America Corp | 3,396 | $84.2K | 0.00% | −4,323−56.0% | Reduced |
| MetLife Investment Management | 3,643 | $90.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,055 | $100.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,693 | $117.0K | 0.00% | −254−5.1% | Reduced |
| Wells Fargo & Company | 6,378 | $158.0K | 0.00% | −696−9.8% | Reduced |
| Rhumbline Advisers | 6,986 | $173.1K | 0.00% | +337+5.1% | Added |
| Barclays PLC | 7,108 | $176.1K | 0.00% | −4,515−38.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 8,337 | $206.6K | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 8,500 | $210.6K | 0.00% | +1,000+13.3% | Added |
| Nuveen Asset Management, LLC | 9,844 | $243.9K | 0.00% | +1,328+15.6% | Added |
| Cetera Investment Advisers | 10,108 | $250.5K | 0.00% | +10,108 | New |
| Invesco Ltd. | 10,978 | $272.0K | 0.00% | −408−3.6% | Reduced |
| Gsa Capital Partners LLP | 12,655 | $314.0K | 0.02% | +12,655 | New |
| UBS Group AG | 12,782 | $316.7K | 0.00% | −646−4.8% | Reduced |
| Two Sigma Investments, LP | 13,315 | $329.9K | 0.00% | −2,100−13.6% | Reduced |
| Morgan Stanley | 15,084 | $373.8K | 0.00% | −2,956−16.4% | Reduced |
| Citadel Advisors LLC | 15,802 | $391.6K | 0.00% | −25−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 16,412 | $406.7K | 0.00% | +5,048+44.4% | Added |
| Charles Schwab Investment Management Inc | 19,102 | $473.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,118 | $498.5K | 0.00% | +20,118 | New |
| American Century Companies Inc | 21,044 | $521.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 22,682 | $562.1K | 0.00% | +159+0.7% | Added |
| Bank of New York Mellon Corp | 23,165 | $574.0K | 0.00% | −2,696−10.4% | Reduced |
| RBF Capital, LLC | 30,000 | $743.4K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 33,608 | $832.8K | 0.02% | +2,450+7.9% | Added |
| Renaissance Technologies LLC | 39,873 | $988.0K | 0.00% | −7,800−16.4% | Reduced |
| Northern Trust Corp | 56,667 | $1.40M | 0.00% | −125−0.2% | Reduced |
| State Street Corp | 84,475 | $2.09M | 0.00% | +1,091+1.3% | Added |
| Dimensional Fund Advisors LP | 88,332 | $2.19M | 0.00% | +4,772+5.7% | Added |
| Banc Funds Co LLC | 104,888 | $2.60M | 0.29% | −19,264−15.5% | Reduced |
| Bridgeway Capital Management, LLC | 106,072 | $2.63M | 0.05% | +4,250+4.2% | Added |
| JPMorgan Chase & Co | 119,739 | $2.97M | 0.00% | +6,206+5.5% | Added |
| M3F, Inc. | 132,245 | $3.28M | 1.16% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 143,158 | $3.55M | 0.00% | +4,101+2.9% | Added |
| FMR LLC | 214,079 | $5.30M | 0.00% | −740.0% | Reduced |
| Siena Capital Partners GP, LLC | 358,593 | $8.89M | 2.96% | 00.0% | Unchanged |
| Vanguard Group Inc | 376,840 | $9.34M | 0.00% | +6,782+1.8% | Added |
| BlackRock Inc. | 377,577 | $9.36M | 0.00% | −11,513−3.0% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,605−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |