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