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