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, Q1 2025
Institutional positions in Oak Valley Bancorp as of Mar 31, 2025. 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
- 68
- +7 vs. Q4 2024
- Shares held
- 2.67M
- −34.2K (−1.3%) vs. Q4 2024
- Total value
- $66.7M
- −$12.5M (−15.7%) vs. Q4 2024
- New holders
- 11
- 18 more added
- Sold out
- 4
- 18 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 476,944 | $11.9M | 0.00% | +6,347+1.3% | Added |
| Vanguard Group Inc | 383,971 | $9.58M | 0.00% | −1,115−0.3% | Reduced |
| Siena Capital Partners GP, LLC | 358,593 | $8.95M | 2.66% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 158,830 | $3.96M | 0.00% | +3,568+2.3% | Added |
| Cresset Asset Management, LLC | 140,282 | $3.50M | 0.02% | 00.0% | Unchanged |
| M3F, Inc. | 122,436 | $3.06M | 0.84% | +1,000+0.8% | Added |
| Dimensional Fund Advisors LP | 118,488 | $2.96M | 0.00% | +9,517+8.7% | Added |
| Fourthstone LLC | 103,708 | $2.59M | 0.64% | +103,708 | New |
| Bridgeway Capital Management, LLC | 92,447 | $2.31M | 0.06% | −19,018−17.1% | Reduced |
| State Street Corp | 89,406 | $2.23M | 0.00% | +3,751+4.4% | Added |
| Valmark Advisers, Inc. | 60,009 | $1.50M | 0.02% | +1,000+1.7% | Added |
| Northern Trust Corp | 52,585 | $1.31M | 0.00% | −1,180−2.2% | Reduced |
| Cetera Investment Advisers | 45,719 | $1.14M | 0.00% | +36,432+392.3% | Added |
| RBF Capital, LLC | 30,000 | $748.8K | 0.05% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 28,273 | $705.7K | 0.00% | +5,676+25.1% | Added |
| Citadel Advisors LLC | 27,271 | $680.7K | 0.00% | +13,157+93.2% | Added |
| Empowered Funds, LLC | 25,948 | $647.7K | 0.01% | −9,853−27.5% | Reduced |
| Morgan Stanley | 25,277 | $630.9K | 0.00% | −2,323−8.4% | Reduced |
| Goldman Sachs Group Inc | 22,665 | $565.7K | 0.00% | −3,249−12.5% | Reduced |
| American Century Companies Inc | 21,044 | $525.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 20,677 | $516.1K | 0.00% | +3,942+23.6% | Added |
| Charles Schwab Investment Management Inc | 19,583 | $488.8K | 0.00% | −1,189−5.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,129 | $427.5K | 0.00% | +17,129 | New |
| Bank of New York Mellon Corp | 15,988 | $399.1K | 0.00% | +350+2.2% | Added |
| FMR LLC | 15,549 | $388.1K | 0.00% | −206,423−93.0% | Reduced |
| Seizert Capital Partners, LLC | 14,539 | $362.9K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 13,945 | $348.1K | 0.00% | +13,945 | New |
| Bank of America Corp | 13,765 | $343.6K | 0.00% | +3,371+32.4% | Added |
| HSBC Holdings PLC | 12,434 | $313.8K | 0.00% | +3,104+33.3% | Added |
| LPL Financial LLC | 11,208 | $279.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,053 | $275.9K | 0.00% | −12,484−53.0% | Reduced |
| BNP Paribas Arbitrage, SA | 11,028 | $275.3K | 0.00% | −508−4.4% | Reduced |
| UBS Group AG | 10,185 | $254.2K | 0.00% | +309+3.1% | Added |
| Susquehanna International Group, LLP | 10,097 | $252.0K | 0.00% | +10,097 | New |
| Two Sigma Investments, LP | 9,798 | $244.6K | 0.00% | −674−6.4% | Reduced |
| Squarepoint Ops LLC | 8,868 | $221.3K | 0.00% | +8,868 | New |
| Nuveen, LLC | 8,679 | $216.6K | 0.00% | +8,679 | New |
| Two Sigma Advisers, LP | 8,400 | $209.7K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,090 | $201.9K | 0.00% | +90+1.1% | Added |
| Rhumbline Advisers | 6,526 | $162.9K | 0.00% | −1,876−22.3% | Reduced |
| Sierra Ocean, LLC | 5,573 | $139.1K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 5,216 | $130.2K | 0.00% | −390−7.0% | Reduced |
| Royal Bank of Canada | 5,010 | $124.0K | 0.00% | −548−9.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,084 | $101.9K | 0.00% | +156+4.0% | Added |
| New York State Common Retirement Fund | 4,057 | $101.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,021 | $100.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,657 | $91.3K | 0.00% | +1,627+80.1% | Added |
| Corebridge Financial, Inc. | 3,339 | $83.3K | 0.00% | −49−1.4% | Reduced |
| CWM, LLC | 2,112 | $53.0K | 0.00% | +283+15.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $34.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,008 | $25.1K | 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% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 383 | $9.56K | 0.00% | −1,123−74.6% | Reduced |
| Amalgamated Bank | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 197 | $4.92K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 137 | $4.01K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 122 | $3.04K | 0.00% | −96−44.0% | Reduced |
| Picton Mahoney Asset Management | 93 | $3.00K | 0.00% | +93 | New |
| The PNC Financial Services Group, Inc. | 118 | $2.94K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 32 | $799 | 0.00% | +32 | New |
| Nisa Investment Advisors, LLC | 8 | $200 | 0.00% | +8 | New |
| EverSource Wealth Advisors, LLC | 7 | $175 | 0.00% | +7 | New |
| True Wealth Design, LLC | 4 | $100 | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $0 | 0.00% | −18−50.0% | Reduced |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −21,118−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,245−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |