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Oak Valley Bancorp

OVLY
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001431567

In the last 90 days, Oak Valley Bancorp insiders filed 6 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.

Q4 2025 vs. Q3 2025

How the institutions holding Oak Valley Bancorp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of OVLY: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders74740
Shares2.63M2.70M+69.9K (+2.7%)
Value$74.2M$81.3M+$7.06M (+9.5%)

New holders (5)

Institutions that held Oak Valley Bancorp at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to OVLY in Q4 2025
InstitutionSharesValue% of portfolio
Legato Capital Management LLC6,897$207.3K0.02%
Kestra Advisory Services, LLC1,401$42.1K0.00%
UBS Asset Management Americas Inc16$4810.00%
MAI Capital Management2$610.00%
SJS Investment Consulting Inc.2$610.00%

Sold out (5)

Institutions that held Oak Valley Bancorp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of OVLY in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Empowered Funds, LLC22,615$637.1K
SRS Capital Advisors, Inc.1,119$31.5K
Advisor Group Holdings, Inc.1,020$28.7K
Principal Securities, Inc.126$3.55K
Clearstead Advisors, LLC4$113