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, Q4 2025
Institutional positions in Oak Valley Bancorp as of Dec 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
- 74
- 0 vs. Q3 2025
- Shares held
- 2.70M
- +69.9K (+2.7%) vs. Q3 2025
- Total value
- $81.3M
- +$7.06M (+9.5%) vs. Q3 2025
- New holders
- 5
- 25 more added
- Sold out
- 5
- 27 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 475,369 | $14.3M | 0.00% | −252−0.1% | Reduced |
| Vanguard Group Inc | 402,627 | $12.1M | 0.00% | −1,795−0.4% | Reduced |
| Siena Capital Partners GP, LLC | 323,187 | $9.72M | 2.61% | −35,406−9.9% | Reduced |
| Fourthstone LLC | 305,401 | $9.18M | 1.72% | +139,545+84.1% | Added |
| Geode Capital Management, LLC | 159,581 | $4.80M | 0.00% | −882−0.5% | Reduced |
| Dimensional Fund Advisors LP | 142,280 | $4.28M | 0.00% | +8,429+6.3% | Added |
| Cresset Asset Management, LLC | 140,282 | $4.22M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 99,225 | $2.98M | 0.00% | +806+0.8% | Added |
| Bridgeway Capital Management, LLC | 58,279 | $1.75M | 0.04% | −27,037−31.7% | Reduced |
| Cetera Investment Advisers | 45,003 | $1.35M | 0.00% | −362−0.8% | Reduced |
| Northern Trust Corp | 44,859 | $1.35M | 0.00% | −4,536−9.2% | Reduced |
| Goldman Sachs Group Inc | 42,897 | $1.29M | 0.00% | +6,985+19.5% | Added |
| FMR LLC | 32,712 | $983.3K | 0.00% | +4,960+17.9% | Added |
| Morgan Stanley | 30,772 | $925.0K | 0.00% | +2,369+8.3% | Added |
| RBF Capital, LLC | 30,000 | $901.8K | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 28,594 | $859.5K | 0.00% | +931+3.4% | Added |
| Renaissance Technologies LLC | 24,773 | $744.7K | 0.00% | −200−0.8% | Reduced |
| HSBC Holdings PLC | 23,513 | $716.2K | 0.00% | +2,138+10.0% | Added |
| Citadel Advisors LLC | 21,133 | $635.3K | 0.00% | −7,463−26.1% | Reduced |
| American Century Companies Inc | 21,044 | $632.6K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 19,865 | $597.1K | 0.00% | −1,168−5.6% | Reduced |
| Bank of America Corp | 19,084 | $573.7K | 0.00% | +2,755+16.9% | Added |
| AQR Capital Management LLC | 19,063 | $573.0K | 0.00% | +1,582+9.0% | Added |
| Arrowstreet Capital, Limited Partnership | 17,129 | $514.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,016 | $481.4K | 0.00% | −139−0.9% | Reduced |
| Seizert Capital Partners, LLC | 14,191 | $426.6K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 13,775 | $414.1K | 0.00% | +1,300+10.4% | Added |
| Martingale Asset Management L P | 12,971 | $389.9K | 0.01% | +1,400+12.1% | Added |
| Wells Fargo & Company | 11,667 | $350.7K | 0.00% | +2,423+26.2% | Added |
| Nuveen, LLC | 11,452 | $344.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 11,424 | $343.4K | 0.00% | −5,463−32.4% | Reduced |
| Los Angeles Capital Management LLC | 11,720 | $322.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,606 | $258.7K | 0.00% | −1,590−15.6% | Reduced |
| LSV Asset Management | 7,224 | $217.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,101 | $213.5K | 0.00% | −543−7.1% | Reduced |
| Legato Capital Management LLC | 6,897 | $207.3K | 0.02% | +6,897 | New |
| UBS Group AG | 6,768 | $203.4K | 0.00% | −1,607−19.2% | Reduced |
| Acadian Asset Management LLC | 5,085 | $152.0K | 0.00% | +2,298+82.5% | Added |
| MetLife Investment Management | 4,021 | $120.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,008 | $120.5K | 0.00% | −1,989−33.2% | Reduced |
| Deutsche Bank AG | 3,539 | $106.4K | 0.00% | −118−3.2% | Reduced |
| CWM, LLC | 3,346 | $101.0K | 0.00% | +66+2.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,241 | $97.4K | 0.00% | +7+0.2% | Added |
| BNP Paribas Arbitrage, SA | 2,872 | $86.3K | 0.00% | +164+6.1% | Added |
| Royal Bank of Canada | 2,172 | $65.0K | 0.00% | +104+5.0% | Added |
| New York State Common Retirement Fund | 2,057 | $61.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,401 | $42.1K | 0.00% | +1,401 | New |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $41.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,038 | $31.2K | 0.00% | +2+0.2% | Added |
| Russell Investments Group, Ltd. | 735 | $22.1K | 0.00% | +169+29.9% | Added |
| Legal & General Group Plc | 634 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $16.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 419 | $12.6K | 0.00% | −75−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 403 | $12.1K | 0.00% | −39−8.8% | Reduced |
| Sterling Capital Management LLC | 394 | $11.8K | 0.00% | −78−16.5% | Reduced |
| Amalgamated Bank | 215 | $6.00K | 0.00% | −12−5.3% | Reduced |
| Citigroup Inc | 164 | $4.93K | 0.00% | −675−80.5% | Reduced |
| Essential Partners LLC | 152 | $4.57K | 0.00% | +7+4.8% | Added |
| GAMMA Investing LLC | 135 | $4.06K | 0.00% | −10−6.9% | Reduced |
| Optiver Holding B.V. | 104 | $3.13K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 87 | $3.00K | 0.00% | −1−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 82 | $2.46K | 0.00% | +1+1.2% | Added |
| Covestor Ltd | 26 | $1.00K | 0.00% | +11+73.3% | Added |
| IFP Advisors, Inc | 25 | $752 | 0.00% | +6+31.6% | Added |
| UBS Asset Management Americas Inc | 16 | $481 | 0.00% | +16 | New |
| Farther Finance Advisors, LLC | 10 | $301 | 0.00% | −389−97.5% | Reduced |
| True Wealth Design, LLC | 5 | $151 | 0.00% | −1−16.7% | Reduced |
| SBI Securities Co., Ltd. | 4 | $120 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $90 | 0.00% | +1+50.0% | Added |
| MAI Capital Management | 2 | $61 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $61 | 0.00% | +2 | New |
| The PNC Financial Services Group, Inc. | 2 | $60 | 0.00% | −116−98.3% | Reduced |
| Sunbelt Securities, Inc. | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −22,615−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |