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, Q3 2025
Institutional positions in Oak Valley Bancorp as of Sep 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
- 74
- +5 vs. Q2 2025
- Shares held
- 2.63M
- −36.2K (−1.4%) vs. Q2 2025
- Total value
- $74.2M
- +$1.46M (+2.0%) vs. Q2 2025
- New holders
- 10
- 28 more added
- Sold out
- 5
- 14 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 475,621 | $13.4M | 0.00% | +24,970+5.5% | Added |
| Vanguard Group Inc | 404,422 | $11.4M | 0.00% | −8,302−2.0% | Reduced |
| Siena Capital Partners GP, LLC | 358,593 | $10.1M | 2.89% | 00.0% | Unchanged |
| Fourthstone LLC | 165,856 | $4.67M | 0.84% | +24,456+17.3% | Added |
| Geode Capital Management, LLC | 160,463 | $4.52M | 0.00% | −959−0.6% | Reduced |
| Cresset Asset Management, LLC | 140,282 | $3.95M | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 133,851 | $3.77M | 0.00% | +4,731+3.7% | Added |
| State Street Corp | 98,419 | $2.77M | 0.00% | −455−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 85,316 | $2.40M | 0.05% | −5,909−6.5% | Reduced |
| Northern Trust Corp | 49,395 | $1.39M | 0.00% | −2,145−4.2% | Reduced |
| Cetera Investment Advisers | 45,365 | $1.28M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 35,912 | $1.01M | 0.00% | +21,293+145.7% | Added |
| RBF Capital, LLC | 30,000 | $845.1K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 28,596 | $805.5K | 0.00% | +1,136+4.1% | Added |
| Morgan Stanley | 28,403 | $800.1K | 0.00% | +1,523+5.7% | Added |
| FMR LLC | 27,752 | $781.8K | 0.00% | +7,027+33.9% | Added |
| Barclays PLC | 27,663 | $779.3K | 0.00% | +1,874+7.3% | Added |
| Renaissance Technologies LLC | 24,973 | $703.5K | 0.00% | +700+2.9% | Added |
| Empowered Funds, LLC | 22,615 | $637.1K | 0.01% | −2,909−11.4% | Reduced |
| HSBC Holdings PLC | 21,375 | $603.6K | 0.00% | +6,338+42.1% | Added |
| American Century Companies Inc | 21,044 | $592.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 21,033 | $592.5K | 0.00% | +850+4.2% | Added |
| AQR Capital Management LLC | 17,481 | $492.4K | 0.00% | +9,743+125.9% | Added |
| Arrowstreet Capital, Limited Partnership | 17,129 | $482.5K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 16,887 | $475.7K | 0.00% | +4,503+36.4% | Added |
| Bank of America Corp | 16,329 | $460.0K | 0.00% | +3,510+27.4% | Added |
| Bank of New York Mellon Corp | 16,155 | $455.1K | 0.00% | +269+1.7% | Added |
| Seizert Capital Partners, LLC | 14,191 | $399.8K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 12,475 | $351.4K | 0.00% | +3,051+32.4% | Added |
| Los Angeles Capital Management LLC | 11,720 | $330.2K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 11,571 | $326.0K | 0.01% | +11,571 | New |
| Nuveen, LLC | 11,452 | $322.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,196 | $287.2K | 0.00% | −205−2.0% | Reduced |
| Wells Fargo & Company | 9,244 | $260.4K | 0.00% | +857+10.2% | Added |
| UBS Group AG | 8,375 | $235.9K | 0.00% | −170−2.0% | Reduced |
| Jane Street Group, LLC | 7,644 | $215.3K | 0.00% | +15+0.2% | Added |
| LSV Asset Management | 7,224 | $204.0K | 0.00% | +4,307+147.7% | Added |
| JPMorgan Chase & Co | 5,997 | $168.9K | 0.00% | +1,145+23.6% | Added |
| MetLife Investment Management | 4,021 | $113.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,657 | $103.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,280 | $92.0K | 0.00% | +1,001+43.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,234 | $91.1K | 0.00% | −506−13.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,708 | $76.3K | 0.00% | +1,496+123.4% | Added |
| Acadian Asset Management LLC | 2,787 | $76.0K | 0.00% | +2,787 | New |
| Royal Bank of Canada | 2,068 | $58.0K | 0.00% | −3,132−60.2% | Reduced |
| New York State Common Retirement Fund | 2,057 | $57.9K | 0.00% | −2,000−49.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $38.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,119 | $31.5K | 0.00% | +1,119 | New |
| Allworth Financial LP | 1,036 | $29.2K | 0.00% | +19+1.9% | Added |
| Advisor Group Holdings, Inc. | 1,020 | $28.7K | 0.00% | +1,020 | New |
| Citigroup Inc | 839 | $23.6K | 0.00% | −2,125−71.7% | Reduced |
| Legal & General Group Plc | 634 | $17.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 566 | $15.9K | 0.00% | +566 | New |
| Ameritas Investment Partners, Inc. | 556 | $15.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 494 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 472 | $13.3K | 0.00% | +280+145.8% | Added |
| Tower Research Capital LLC (TRC) | 442 | $12.5K | 0.00% | −692−61.0% | Reduced |
| Farther Finance Advisors, LLC | 399 | $11.2K | 0.00% | +399 | New |
| Amalgamated Bank | 227 | $6.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 145 | $4.08K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 145 | $4.08K | 0.00% | +61+72.6% | Added |
| Principal Securities, Inc. | 126 | $3.55K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 118 | $3.32K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 104 | $2.93K | 0.00% | +104 | New |
| EverSource Wealth Advisors, LLC | 81 | $2.28K | 0.00% | +29+55.8% | Added |
| Harbor Capital Advisors, Inc. | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 19 | $535 | 0.00% | +5+35.7% | Added |
| True Wealth Design, LLC | 6 | $170 | 0.00% | +5+500.0% | Added |
| SBI Securities Co., Ltd. | 4 | $113 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $113 | 0.00% | +4 | New |
| Rothschild Investment LLC | 2 | $56 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 2 | $56 | 0.00% | +2 | New |
| Caldwell Sutter Capital, Inc. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $0 | 0.00% | −1−6.3% | Reduced |
| M3F, Inc. | 0 | $0 | 0.00% | −113,840−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −21,118−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,640−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −5,573−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −279−100.0% | Sold out |