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