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