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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 3 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.

Institutional holdersQ2 2024: 56 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 heldQ2 2024: $65.9M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q1 2024.

Institutions holding OVLY in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Caldwell Sutter Capital, Inc.1$250.00%00.0%Unchanged
Innealta Capital, LLC1$250.00%+1New
SRS Capital Advisors, Inc.8$2000.00%+8New
Covestor Ltd80$2.00K0.00%+25+45.5%Added
Qube Research & Technologies Ltd141$3.52K0.00%+130+1,181.8%Added
Principal Securities, Inc.182$4.54K0.00%00.0%Unchanged
Picton Mahoney Asset Management210$5.00K0.00%+210New
Amalgamated Bank227$6.00K0.00%00.0%Unchanged
California State Teachers Retirement System494$12.3K0.00%−183−27.0%Reduced
Ameritas Investment Partners, Inc.556$13.9K0.00%00.0%Unchanged
Legal & General Group Plc634$15.8K0.00%00.0%Unchanged
Allworth Financial LP1,008$26.9K0.00%00.0%Unchanged
Citigroup Inc1,757$43.9K0.00%+397+29.2%Added
CWM, LLC1,751$44.0K0.00%+20+1.2%Added
Tower Research Capital LLC (TRC)1,854$46.3K0.00%+1,561+532.8%Added
Mirae Asset Global ETFs Holdings Ltd.3,254$81.3K0.00%+3,254New
Corebridge Financial, Inc.3,666$91.5K0.00%+3,666New
MetLife Investment Management4,021$100.4K0.00%+378+10.4%Added
New York State Common Retirement Fund4,057$101.3K0.00%+20.0%Added
JPMorgan Chase & Co4,810$120.1K0.00%−114,929−96.0%Reduced
Royal Bank of Canada5,184$129.0K0.00%+491+10.5%Added
Barclays PLC6,897$172.2K0.00%−211−3.0%Reduced
Bank of America Corp6,919$172.8K0.00%+3,523+103.7%Added
Wells Fargo & Company6,994$174.6K0.00%+616+9.7%Added
Rhumbline Advisers7,211$180.1K0.00%+225+3.2%Added
Mraz, Amerine & Associates, Inc.8,337$208.2K0.04%00.0%Unchanged
Two Sigma Advisers, LP8,500$212.2K0.00%00.0%Unchanged
Nuveen Asset Management, LLC8,679$216.7K0.00%−1,165−11.8%Reduced
UBS Group AG9,208$229.9K0.00%−3,574−28.0%Reduced
Cetera Investment Advisers9,973$249.0K0.00%−135−1.3%Reduced
Gsa Capital Partners LLP10,583$264.0K0.02%−2,072−16.4%Reduced
Two Sigma Investments, LP10,915$272.5K0.00%−2,400−18.0%Reduced
Invesco Ltd.15,773$393.9K0.00%+4,795+43.7%Added
Morgan Stanley16,570$413.8K0.00%+1,486+9.9%Added
BNP Paribas Arbitrage, SA17,967$448.6K0.00%+1,555+9.5%Added
First Trust Advisors LP18,582$464.0K0.00%−4,100−18.1%Reduced
Citadel Advisors LLC19,590$489.2K0.00%+3,788+24.0%Added
Kestra Advisory Services, LLC20,118$502.3K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc20,303$507.0K0.00%+1,201+6.3%Added
American Century Companies Inc21,044$525.5K0.00%00.0%Unchanged
Bank of New York Mellon Corp26,289$656.4K0.00%+3,124+13.5%Added
RBF Capital, LLC30,000$749.1K0.04%00.0%Unchanged
Renaissance Technologies LLC34,516$861.9K0.00%−5,357−13.4%Reduced
Empowered Funds, LLC36,128$902.1K0.02%+2,520+7.5%Added
Northern Trust Corp55,824$1.39M0.00%−843−1.5%Reduced
Banc Funds Co LLC72,506$1.81M0.21%−32,382−30.9%Reduced
State Street Corp85,880$2.14M0.00%+1,405+1.7%Added
Dimensional Fund Advisors LP95,508$2.38M0.00%+7,176+8.1%Added
Bridgeway Capital Management, LLC108,592$2.71M0.06%+2,520+2.4%Added
M3F, Inc.132,245$3.30M1.22%00.0%Unchanged
Cresset Asset Management, LLC143,406$3.58M0.02%+143,406New
Geode Capital Management, LLC151,880$3.79M0.00%+8,722+6.1%Added
FMR LLC216,286$5.40M0.00%+2,207+1.0%Added
Siena Capital Partners GP, LLC358,593$8.95M2.95%00.0%Unchanged
Vanguard Group Inc378,288$9.45M0.00%+1,448+0.4%Added
BlackRock Inc.434,103$10.8M0.00%+56,526+15.0%Added
American International Group, Inc.0$00.00%−3,318−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−378−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−8−100.0%Sold out