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, Q1 2026
Institutional positions in Oak Valley Bancorp as of Mar 31, 2026. 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
- 80
- +7 vs. Q4 2025
- Shares held
- 2.80M
- +502.6K (+21.8%) vs. Q4 2025
- Total value
- $91.0M
- +$21.8M (+31.5%) vs. Q4 2025
- New holders
- 9
- 29 more added
- Sold out
- 2
- 21 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 427,315 | $13.9M | 0.00% | −48,054−10.1% | Reduced |
| Fourthstone LLC | 411,189 | $13.3M | 2.26% | +105,788+34.6% | Added |
| Siena Capital Partners GP, LLC | 323,187 | $10.5M | 2.72% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 318,507 | $10.3M | 0.00% | +318,507 | New |
| Dimensional Fund Advisors LP | 158,145 | $5.13M | 0.00% | +15,865+11.2% | Added |
| Geode Capital Management, LLC | 156,344 | $5.07M | 0.00% | −3,237−2.0% | Reduced |
| Cresset Asset Management, LLC | 140,282 | $4.55M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 106,149 | $3.44M | 0.00% | +6,924+7.0% | Added |
| Bridgeway Capital Management, LLC | 56,279 | $1.83M | 0.04% | −2,000−3.4% | Reduced |
| Northern Trust Corp | 49,287 | $1.60M | 0.00% | +4,428+9.9% | Added |
| Goldman Sachs Group Inc | 47,721 | $1.55M | 0.00% | +4,824+11.2% | Added |
| Cetera Investment Advisers | 45,014 | $1.46M | 0.00% | +110.0% | Added |
| Vanguard Fiduciary Trust Co | 43,179 | $1.40M | 0.00% | +43,179 | New |
| Vanguard Portfolio Management LLC | 39,472 | $1.28M | 0.00% | +39,472 | New |
| Renaissance Technologies LLC | 35,375 | $1.15M | 0.00% | +10,602+42.8% | Added |
| FMR LLC | 32,729 | $1.06M | 0.00% | +17+0.1% | Added |
| RBF Capital, LLC | 30,000 | $972.9K | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 24,490 | $794.2K | 0.00% | −6,282−20.4% | Reduced |
| Kestra Advisory Services, LLC | 23,519 | $762.7K | 0.00% | +22,118+1,578.7% | Added |
| American Century Companies Inc | 22,529 | $730.6K | 0.00% | +1,485+7.1% | Added |
| HSBC Holdings PLC | 21,501 | $700.7K | 0.00% | −2,012−8.6% | Reduced |
| Empowered Funds, LLC | 20,615 | $668.5K | 0.00% | +20,615 | New |
| AQR Capital Management LLC | 19,622 | $636.3K | 0.00% | +559+2.9% | Added |
| Bank of America Corp | 19,307 | $626.1K | 0.00% | +223+1.2% | Added |
| Charles Schwab Investment Management Inc | 18,235 | $591.4K | 0.00% | −1,630−8.2% | Reduced |
| Barclays PLC | 17,879 | $579.8K | 0.00% | −10,715−37.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,129 | $555.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,009 | $519.2K | 0.00% | −70.0% | Reduced |
| Seizert Capital Partners, LLC | 14,191 | $460.2K | 0.02% | 00.0% | Unchanged |
| Martingale Asset Management L P | 13,966 | $452.9K | 0.01% | +995+7.7% | Added |
| LPL Financial LLC | 12,275 | $398.1K | 0.00% | −1,500−10.9% | Reduced |
| Acadian Asset Management LLC | 11,570 | $373.0K | 0.00% | +6,485+127.5% | Added |
| Nuveen, LLC | 11,452 | $371.4K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 10,891 | $353.2K | 0.01% | +10,891 | New |
| Millennium Management LLC | 9,534 | $309.2K | 0.00% | −1,890−16.5% | Reduced |
| Rhumbline Advisers | 8,621 | $279.6K | 0.00% | +15+0.2% | Added |
| Citadel Advisors LLC | 7,609 | $246.8K | 0.00% | −13,524−64.0% | Reduced |
| Legato Capital Management LLC | 6,897 | $223.7K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,583 | $213.5K | 0.00% | −5,084−43.6% | Reduced |
| LSV Asset Management | 6,200 | $201.0K | 0.00% | −1,024−14.2% | Reduced |
| Deutsche Bank AG | 6,007 | $194.8K | 0.00% | +2,468+69.7% | Added |
| UBS Group AG | 5,986 | $194.1K | 0.00% | −782−11.6% | Reduced |
| MetLife Investment Management | 4,021 | $130.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,645 | $118.2K | 0.00% | +773+26.9% | Added |
| CWM, LLC | 3,375 | $109.5K | 0.00% | +29+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,309 | $107.3K | 0.00% | +68+2.1% | Added |
| JPMorgan Chase & Co | 2,783 | $89.1K | 0.00% | −1,225−30.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,515 | $81.6K | 0.00% | +2,112+524.1% | Added |
| Vanguard Global Advisers, LLC | 2,201 | $71.4K | 0.00% | +2,201 | New |
| New York State Common Retirement Fund | 2,057 | $66.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,644 | $53.0K | 0.00% | −528−24.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $44.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,043 | $33.8K | 0.00% | +5+0.5% | Added |
| Russell Investments Group, Ltd. | 746 | $24.2K | 0.00% | +11+1.5% | Added |
| Legal & General Group Plc | 634 | $20.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 556 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 404 | $13.0K | 0.00% | +317+364.4% | Added |
| California State Teachers Retirement System | 370 | $12.0K | 0.00% | −49−11.7% | Reduced |
| Citigroup Inc | 318 | $10.3K | 0.00% | +154+93.9% | Added |
| Sterling Capital Management LLC | 226 | $7.33K | 0.00% | −168−42.6% | Reduced |
| UBS Asset Management Americas Inc | 179 | $5.80K | 0.00% | +163+1,018.8% | Added |
| Essential Partners LLC | 152 | $4.93K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 143 | $4.64K | 0.00% | +8+5.9% | Added |
| EverSource Wealth Advisors, LLC | 83 | $2.69K | 0.00% | +1+1.2% | Added |
| Optiver Holding B.V. | 64 | $2.08K | 0.00% | −40−38.5% | Reduced |
| Covestor Ltd | 18 | $1.00K | 0.00% | −8−30.8% | Reduced |
| IFP Advisors, Inc | 25 | $811 | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20 | $649 | 0.00% | −11,700−99.8% | Reduced |
| Farther Finance Advisors, LLC | 10 | $329 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 7 | $228 | 0.00% | +5+250.0% | Added |
| Rothschild Investment LLC | 6 | $195 | 0.00% | +3+100.0% | Added |
| True Wealth Design, LLC | 5 | $163 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $130 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 4 | $130 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 3 | $97 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 3 | $97 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $65 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |