Oak Valley Bancorp
OVLY- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001431567
In the last 90 days, Oak Valley Bancorp insiders filed 6 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 18 | $0 | 0.00% | −18−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $100 | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 7 | $175 | 0.00% | +7 | New |
| Nisa Investment Advisors, LLC | 8 | $200 | 0.00% | +8 | New |
| Coldstream Capital Management Inc | 32 | $799 | 0.00% | +32 | New |
| Harbor Capital Advisors, Inc. | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 118 | $2.94K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 93 | $3.00K | 0.00% | +93 | New |
| Sterling Capital Management LLC | 122 | $3.04K | 0.00% | −96−44.0% | Reduced |
| Principal Securities, Inc. | 137 | $4.01K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 197 | $4.92K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 383 | $9.56K | 0.00% | −1,123−74.6% | Reduced |
| California State Teachers Retirement System | 494 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $13.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 634 | $15.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,008 | $25.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $34.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,112 | $53.0K | 0.00% | +283+15.5% | Added |
| Corebridge Financial, Inc. | 3,339 | $83.3K | 0.00% | −49−1.4% | Reduced |
| Deutsche Bank AG | 3,657 | $91.3K | 0.00% | +1,627+80.1% | Added |
| MetLife Investment Management | 4,021 | $100.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,057 | $101.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,084 | $101.9K | 0.00% | +156+4.0% | Added |
| Royal Bank of Canada | 5,010 | $124.0K | 0.00% | −548−9.9% | Reduced |
| Citigroup Inc | 5,216 | $130.2K | 0.00% | −390−7.0% | Reduced |
| Sierra Ocean, LLC | 5,573 | $139.1K | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,526 | $162.9K | 0.00% | −1,876−22.3% | Reduced |
| Wells Fargo & Company | 8,090 | $201.9K | 0.00% | +90+1.1% | Added |
| Two Sigma Advisers, LP | 8,400 | $209.7K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 8,679 | $216.6K | 0.00% | +8,679 | New |
| Squarepoint Ops LLC | 8,868 | $221.3K | 0.00% | +8,868 | New |
| Two Sigma Investments, LP | 9,798 | $244.6K | 0.00% | −674−6.4% | Reduced |
| Susquehanna International Group, LLP | 10,097 | $252.0K | 0.00% | +10,097 | New |
| UBS Group AG | 10,185 | $254.2K | 0.00% | +309+3.1% | Added |
| BNP Paribas Arbitrage, SA | 11,028 | $275.3K | 0.00% | −508−4.4% | Reduced |
| JPMorgan Chase & Co | 11,053 | $275.9K | 0.00% | −12,484−53.0% | Reduced |
| LPL Financial LLC | 11,208 | $279.8K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,434 | $313.8K | 0.00% | +3,104+33.3% | Added |
| Bank of America Corp | 13,765 | $343.6K | 0.00% | +3,371+32.4% | Added |
| Millennium Management LLC | 13,945 | $348.1K | 0.00% | +13,945 | New |
| Seizert Capital Partners, LLC | 14,539 | $362.9K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 15,549 | $388.1K | 0.00% | −206,423−93.0% | Reduced |
| Bank of New York Mellon Corp | 15,988 | $399.1K | 0.00% | +350+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 17,129 | $427.5K | 0.00% | +17,129 | New |
| Charles Schwab Investment Management Inc | 19,583 | $488.8K | 0.00% | −1,189−5.7% | Reduced |
| Barclays PLC | 20,677 | $516.1K | 0.00% | +3,942+23.6% | Added |
| American Century Companies Inc | 21,044 | $525.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 22,665 | $565.7K | 0.00% | −3,249−12.5% | Reduced |
| Morgan Stanley | 25,277 | $630.9K | 0.00% | −2,323−8.4% | Reduced |
| Empowered Funds, LLC | 25,948 | $647.7K | 0.01% | −9,853−27.5% | Reduced |
| Citadel Advisors LLC | 27,271 | $680.7K | 0.00% | +13,157+93.2% | Added |
| Renaissance Technologies LLC | 28,273 | $705.7K | 0.00% | +5,676+25.1% | Added |
| RBF Capital, LLC | 30,000 | $748.8K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 45,719 | $1.14M | 0.00% | +36,432+392.3% | Added |
| Northern Trust Corp | 52,585 | $1.31M | 0.00% | −1,180−2.2% | Reduced |
| Valmark Advisers, Inc. | 60,009 | $1.50M | 0.02% | +1,000+1.7% | Added |
| State Street Corp | 89,406 | $2.23M | 0.00% | +3,751+4.4% | Added |
| Bridgeway Capital Management, LLC | 92,447 | $2.31M | 0.06% | −19,018−17.1% | Reduced |
| Fourthstone LLC | 103,708 | $2.59M | 0.64% | +103,708 | New |
| Dimensional Fund Advisors LP | 118,488 | $2.96M | 0.00% | +9,517+8.7% | Added |
| M3F, Inc. | 122,436 | $3.06M | 0.84% | +1,000+0.8% | Added |
| Cresset Asset Management, LLC | 140,282 | $3.50M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 158,830 | $3.96M | 0.00% | +3,568+2.3% | Added |
| Siena Capital Partners GP, LLC | 358,593 | $8.95M | 2.66% | 00.0% | Unchanged |
| Vanguard Group Inc | 383,971 | $9.58M | 0.00% | −1,115−0.3% | Reduced |
| BlackRock, Inc. | 476,944 | $11.9M | 0.00% | +6,347+1.3% | Added |
| 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 |