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, Q2 2024
Institutional positions in Oak Valley Bancorp as of Jun 30, 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
- 56
- +3 vs. Q1 2024
- Shares held
- 2.64M
- +85.3K (+3.3%) vs. Q1 2024
- Total value
- $65.9M
- +$2.62M (+4.1%) vs. Q1 2024
- New holders
- 6
- 25 more added
- Sold out
- 3
- 12 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 434,103 | $10.8M | 0.00% | +56,526+15.0% | Added |
| Vanguard Group Inc | 378,288 | $9.45M | 0.00% | +1,448+0.4% | Added |
| Siena Capital Partners GP, LLC | 358,593 | $8.95M | 2.95% | 00.0% | Unchanged |
| FMR LLC | 216,286 | $5.40M | 0.00% | +2,207+1.0% | Added |
| Geode Capital Management, LLC | 151,880 | $3.79M | 0.00% | +8,722+6.1% | Added |
| Cresset Asset Management, LLC | 143,406 | $3.58M | 0.02% | +143,406 | New |
| M3F, Inc. | 132,245 | $3.30M | 1.22% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 108,592 | $2.71M | 0.06% | +2,520+2.4% | Added |
| Dimensional Fund Advisors LP | 95,508 | $2.38M | 0.00% | +7,176+8.1% | Added |
| State Street Corp | 85,880 | $2.14M | 0.00% | +1,405+1.7% | Added |
| Banc Funds Co LLC | 72,506 | $1.81M | 0.21% | −32,382−30.9% | Reduced |
| Northern Trust Corp | 55,824 | $1.39M | 0.00% | −843−1.5% | Reduced |
| Empowered Funds, LLC | 36,128 | $902.1K | 0.02% | +2,520+7.5% | Added |
| Renaissance Technologies LLC | 34,516 | $861.9K | 0.00% | −5,357−13.4% | Reduced |
| RBF Capital, LLC | 30,000 | $749.1K | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 26,289 | $656.4K | 0.00% | +3,124+13.5% | Added |
| American Century Companies Inc | 21,044 | $525.5K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,303 | $507.0K | 0.00% | +1,201+6.3% | Added |
| Kestra Advisory Services, LLC | 20,118 | $502.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,590 | $489.2K | 0.00% | +3,788+24.0% | Added |
| First Trust Advisors LP | 18,582 | $464.0K | 0.00% | −4,100−18.1% | Reduced |
| BNP Paribas Arbitrage, SA | 17,967 | $448.6K | 0.00% | +1,555+9.5% | Added |
| Morgan Stanley | 16,570 | $413.8K | 0.00% | +1,486+9.9% | Added |
| Invesco Ltd. | 15,773 | $393.9K | 0.00% | +4,795+43.7% | Added |
| Two Sigma Investments, LP | 10,915 | $272.5K | 0.00% | −2,400−18.0% | Reduced |
| Gsa Capital Partners LLP | 10,583 | $264.0K | 0.02% | −2,072−16.4% | Reduced |
| Cetera Investment Advisers | 9,973 | $249.0K | 0.00% | −135−1.3% | Reduced |
| UBS Group AG | 9,208 | $229.9K | 0.00% | −3,574−28.0% | Reduced |
| Nuveen Asset Management, LLC | 8,679 | $216.7K | 0.00% | −1,165−11.8% | Reduced |
| Two Sigma Advisers, LP | 8,500 | $212.2K | 0.00% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 8,337 | $208.2K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 7,211 | $180.1K | 0.00% | +225+3.2% | Added |
| Wells Fargo & Company | 6,994 | $174.6K | 0.00% | +616+9.7% | Added |
| Bank of America Corp | 6,919 | $172.8K | 0.00% | +3,523+103.7% | Added |
| Barclays PLC | 6,897 | $172.2K | 0.00% | −211−3.0% | Reduced |
| Royal Bank of Canada | 5,184 | $129.0K | 0.00% | +491+10.5% | Added |
| JPMorgan Chase & Co | 4,810 | $120.1K | 0.00% | −114,929−96.0% | Reduced |
| New York State Common Retirement Fund | 4,057 | $101.3K | 0.00% | +20.0% | Added |
| MetLife Investment Management | 4,021 | $100.4K | 0.00% | +378+10.4% | Added |
| Corebridge Financial, Inc. | 3,666 | $91.5K | 0.00% | +3,666 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $81.3K | 0.00% | +3,254 | New |
| Tower Research Capital LLC (TRC) | 1,854 | $46.3K | 0.00% | +1,561+532.8% | Added |
| CWM, LLC | 1,751 | $44.0K | 0.00% | +20+1.2% | Added |
| Citigroup Inc | 1,757 | $43.9K | 0.00% | +397+29.2% | Added |
| Allworth Financial LP | 1,008 | $26.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 634 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $13.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 494 | $12.3K | 0.00% | −183−27.0% | Reduced |
| Amalgamated Bank | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 210 | $5.00K | 0.00% | +210 | New |
| Principal Securities, Inc. | 182 | $4.54K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 141 | $3.52K | 0.00% | +130+1,181.8% | Added |
| Covestor Ltd | 80 | $2.00K | 0.00% | +25+45.5% | Added |
| SRS Capital Advisors, Inc. | 8 | $200 | 0.00% | +8 | New |
| Caldwell Sutter Capital, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1 | $25 | 0.00% | +1 | New |
| American International Group, Inc. | 0 | $0 | 0.00% | −3,318−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −8−100.0% | Sold out |