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, Q4 2024
Institutional positions in Oak Valley Bancorp as of Dec 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
- 62
- +5 vs. Q3 2024
- Shares held
- 2.72M
- +45.9K (+1.7%) vs. Q3 2024
- Total value
- $79.5M
- +$8.50M (+12.0%) vs. Q3 2024
- New holders
- 8
- 20 more added
- Sold out
- 3
- 17 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 470,597 | $13.8M | 0.00% | +1,349+0.3% | Added |
| Vanguard Group Inc | 385,086 | $11.3M | 0.00% | +562+0.1% | Added |
| Siena Capital Partners GP, LLC | 358,593 | $10.5M | 2.89% | 00.0% | Unchanged |
| FMR LLC | 221,972 | $6.49M | 0.00% | +4,844+2.2% | Added |
| Geode Capital Management, LLC | 155,262 | $4.54M | 0.00% | −264−0.2% | Reduced |
| Cresset Asset Management, LLC | 140,282 | $4.10M | 0.02% | 00.0% | Unchanged |
| M3F, Inc. | 121,436 | $3.55M | 1.03% | −12,548−9.4% | Reduced |
| Bridgeway Capital Management, LLC | 111,465 | $3.26M | 0.07% | −503−0.4% | Reduced |
| Dimensional Fund Advisors LP | 108,971 | $3.19M | 0.00% | +1,499+1.4% | Added |
| State Street Corp | 85,655 | $2.51M | 0.00% | −735−0.9% | Reduced |
| Valmark Advisers, Inc. | 59,009 | $1.73M | 0.03% | +59,009 | New |
| Northern Trust Corp | 53,765 | $1.57M | 0.00% | −674−1.2% | Reduced |
| Empowered Funds, LLC | 35,801 | $1.05M | 0.02% | −2,203−5.8% | Reduced |
| RBF Capital, LLC | 30,000 | $877.5K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 27,600 | $807.3K | 0.00% | −2,972−9.7% | Reduced |
| Goldman Sachs Group Inc | 25,914 | $758.0K | 0.00% | +6,343+32.4% | Added |
| JPMorgan Chase & Co | 23,537 | $688.5K | 0.00% | +12,782+118.8% | Added |
| Renaissance Technologies LLC | 22,597 | $661.0K | 0.00% | −5,076−18.3% | Reduced |
| Kestra Advisory Services, LLC | 21,118 | $617.7K | 0.00% | +21,118 | New |
| American Century Companies Inc | 21,044 | $615.5K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 20,772 | $607.6K | 0.00% | +1,679+8.8% | Added |
| Barclays PLC | 16,735 | $489.5K | 0.00% | +1,367+8.9% | Added |
| Bank of New York Mellon Corp | 15,638 | $457.4K | 0.00% | −5,284−25.3% | Reduced |
| Seizert Capital Partners, LLC | 14,539 | $425.3K | 0.02% | +2,217+18.0% | Added |
| Citadel Advisors LLC | 14,114 | $412.8K | 0.00% | −1,847−11.6% | Reduced |
| BNP Paribas Arbitrage, SA | 11,536 | $337.4K | 0.00% | −1,064−8.4% | Reduced |
| LPL Financial LLC | 11,208 | $327.8K | 0.00% | −1,951−14.8% | Reduced |
| Two Sigma Investments, LP | 10,472 | $306.3K | 0.00% | −10.0% | Reduced |
| Bank of America Corp | 10,394 | $304.0K | 0.00% | +2,343+29.1% | Added |
| UBS Group AG | 9,876 | $288.9K | 0.00% | +614+6.6% | Added |
| HSBC Holdings PLC | 9,330 | $280.6K | 0.00% | +803+9.4% | Added |
| Cetera Investment Advisers | 9,287 | $271.6K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 8,679 | $253.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,402 | $245.8K | 0.00% | +302+3.7% | Added |
| Two Sigma Advisers, LP | 8,400 | $245.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,000 | $234.0K | 0.00% | +872+12.2% | Added |
| Legato Capital Management LLC | 7,245 | $211.9K | 0.03% | +7,245 | New |
| Citigroup Inc | 5,606 | $164.0K | 0.00% | +366+7.0% | Added |
| Sierra Ocean, LLC | 5,573 | $163.0K | 0.13% | +5,573 | New |
| Royal Bank of Canada | 5,558 | $163.0K | 0.00% | +390+7.5% | Added |
| New York State Common Retirement Fund | 4,057 | $118.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,021 | $117.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,928 | $114.9K | 0.00% | +152+4.0% | Added |
| Corebridge Financial, Inc. | 3,388 | $99.1K | 0.00% | −256−7.0% | Reduced |
| Deutsche Bank AG | 2,030 | $59.4K | 0.00% | +2,030 | New |
| CWM, LLC | 1,829 | $53.0K | 0.00% | +33+1.8% | Added |
| Tower Research Capital LLC (TRC) | 1,506 | $44.1K | 0.00% | +987+190.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $40.1K | 0.00% | +1,370 | New |
| Allworth Financial LP | 1,008 | $27.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 634 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $16.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 494 | $14.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 227 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 218 | $6.38K | 0.00% | +196+890.9% | Added |
| SBI Securities Co., Ltd. | 197 | $5.76K | 0.00% | +197 | New |
| Principal Securities, Inc. | 137 | $4.01K | 0.00% | −36−20.8% | Reduced |
| The PNC Financial Services Group, Inc. | 118 | $3.45K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 88 | $3.00K | 0.00% | −2−2.2% | Reduced |
| Covestor Ltd | 36 | $1.00K | 0.00% | −15−29.4% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $234 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5 | $146 | 0.00% | +5 | New |
| Caldwell Sutter Capital, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −43,822−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −11,110−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −32−100.0% | Sold out |