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, Q2 2025
Institutional positions in Oak Valley Bancorp as of Jun 30, 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
- 69
- +1 vs. Q1 2025
- Shares held
- 2.67M
- −2.95K (−0.1%) vs. Q1 2025
- Total value
- $72.8M
- +$6.01M (+9.0%) vs. Q1 2025
- New holders
- 9
- 20 more added
- Sold out
- 8
- 23 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 450,651 | $12.3M | 0.00% | −26,293−5.5% | Reduced |
| Vanguard Group Inc | 412,724 | $11.2M | 0.00% | +28,753+7.5% | Added |
| Siena Capital Partners GP, LLC | 358,593 | $9.77M | 2.86% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 161,422 | $4.40M | 0.00% | +2,592+1.6% | Added |
| Fourthstone LLC | 141,400 | $3.85M | 0.76% | +37,692+36.3% | Added |
| Cresset Asset Management, LLC | 140,282 | $3.82M | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 129,120 | $3.52M | 0.00% | +10,632+9.0% | Added |
| M3F, Inc. | 113,840 | $3.10M | 0.87% | −8,596−7.0% | Reduced |
| State Street Corp | 98,874 | $2.69M | 0.00% | +9,468+10.6% | Added |
| Bridgeway Capital Management, LLC | 91,225 | $2.48M | 0.06% | −1,222−1.3% | Reduced |
| Northern Trust Corp | 51,540 | $1.40M | 0.00% | −1,045−2.0% | Reduced |
| Cetera Investment Advisers | 45,365 | $1.24M | 0.00% | −354−0.8% | Reduced |
| RBF Capital, LLC | 30,000 | $817.2K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27,460 | $748.0K | 0.00% | +189+0.7% | Added |
| Morgan Stanley | 26,880 | $732.2K | 0.00% | +1,603+6.3% | Added |
| Barclays PLC | 25,789 | $702.5K | 0.00% | +5,112+24.7% | Added |
| Empowered Funds, LLC | 25,524 | $695.3K | 0.01% | −424−1.6% | Reduced |
| Renaissance Technologies LLC | 24,273 | $661.2K | 0.00% | −4,000−14.1% | Reduced |
| Kestra Advisory Services, LLC | 21,118 | $575.3K | 0.00% | +21,118 | New |
| American Century Companies Inc | 21,044 | $573.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 20,725 | $564.5K | 0.00% | +5,176+33.3% | Added |
| Charles Schwab Investment Management Inc | 20,183 | $549.8K | 0.00% | +600+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 17,129 | $466.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 15,886 | $432.7K | 0.00% | −102−0.6% | Reduced |
| HSBC Holdings PLC | 15,037 | $409.3K | 0.00% | +2,603+20.9% | Added |
| Goldman Sachs Group Inc | 14,619 | $398.2K | 0.00% | −8,046−35.5% | Reduced |
| Seizert Capital Partners, LLC | 14,191 | $386.6K | 0.02% | −348−2.4% | Reduced |
| Bank of America Corp | 12,819 | $349.2K | 0.00% | −946−6.9% | Reduced |
| Millennium Management LLC | 12,384 | $337.3K | 0.00% | −1,561−11.2% | Reduced |
| Los Angeles Capital Management LLC | 11,720 | $319.3K | 0.00% | +11,720 | New |
| Nuveen, LLC | 11,452 | $312.0K | 0.00% | +2,773+32.0% | Added |
| Rhumbline Advisers | 10,401 | $283.3K | 0.00% | +3,875+59.4% | Added |
| LPL Financial LLC | 9,424 | $256.7K | 0.00% | −1,784−15.9% | Reduced |
| Susquehanna International Group, LLP | 8,640 | $235.4K | 0.00% | −1,457−14.4% | Reduced |
| UBS Group AG | 8,545 | $232.8K | 0.00% | −1,640−16.1% | Reduced |
| Wells Fargo & Company | 8,387 | $228.5K | 0.00% | +297+3.7% | Added |
| AQR Capital Management LLC | 7,738 | $210.8K | 0.00% | +7,738 | New |
| Jane Street Group, LLC | 7,629 | $207.8K | 0.00% | +7,629 | New |
| Sierra Ocean, LLC | 5,573 | $151.8K | 0.11% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,200 | $142.0K | 0.00% | +190+3.8% | Added |
| JPMorgan Chase & Co | 4,852 | $132.2K | 0.00% | −6,201−56.1% | Reduced |
| New York State Common Retirement Fund | 4,057 | $110.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,021 | $109.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,740 | $101.9K | 0.00% | −344−8.4% | Reduced |
| Deutsche Bank AG | 3,657 | $99.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,964 | $80.7K | 0.00% | −2,252−43.2% | Reduced |
| LSV Asset Management | 2,917 | $79.0K | 0.00% | +2,917 | New |
| CWM, LLC | 2,279 | $62.0K | 0.00% | +167+7.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $37.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,212 | $33.0K | 0.00% | −9,816−89.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,134 | $30.9K | 0.00% | +751+196.1% | Added |
| Allworth Financial LP | 1,017 | $27.7K | 0.00% | +9+0.9% | Added |
| Legal & General Group Plc | 634 | $17.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $15.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 494 | $13.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 279 | $7.60K | 0.00% | +279 | New |
| Amalgamated Bank | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 192 | $5.23K | 0.00% | +70+57.4% | Added |
| GAMMA Investing LLC | 145 | $3.95K | 0.00% | +145 | New |
| Principal Securities, Inc. | 126 | $3.43K | 0.00% | −11−8.0% | Reduced |
| The PNC Financial Services Group, Inc. | 118 | $3.21K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 84 | $2.29K | 0.00% | +84 | New |
| Harbor Capital Advisors, Inc. | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 52 | $1.42K | 0.00% | +45+642.9% | Added |
| IFP Advisors, Inc | 14 | $381 | 0.00% | +14 | New |
| SBI Securities Co., Ltd. | 4 | $109 | 0.00% | −193−98.0% | Reduced |
| True Wealth Design, LLC | 1 | $28 | 0.00% | −3−75.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $0 | 0.00% | −2−11.1% | Reduced |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −60,009−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −9,798−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,868−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −3,339−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |