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, 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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 3 | $97 | 0.00% | +3 | New |
| Root Financial Partners, LLC | 3 | $97 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $130 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 4 | $130 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $163 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $195 | 0.00% | +3+100.0% | Added |
| MAI Capital Management | 7 | $228 | 0.00% | +5+250.0% | Added |
| Farther Finance Advisors, LLC | 10 | $329 | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 20 | $649 | 0.00% | −11,700−99.8% | Reduced |
| IFP Advisors, Inc | 25 | $811 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | −8−30.8% | Reduced |
| Optiver Holding B.V. | 64 | $2.08K | 0.00% | −40−38.5% | Reduced |
| EverSource Wealth Advisors, LLC | 83 | $2.69K | 0.00% | +1+1.2% | Added |
| GAMMA Investing LLC | 143 | $4.64K | 0.00% | +8+5.9% | Added |
| Essential Partners LLC | 152 | $4.93K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 179 | $5.80K | 0.00% | +163+1,018.8% | Added |
| Sterling Capital Management LLC | 226 | $7.33K | 0.00% | −168−42.6% | Reduced |
| Citigroup Inc | 318 | $10.3K | 0.00% | +154+93.9% | Added |
| California State Teachers Retirement System | 370 | $12.0K | 0.00% | −49−11.7% | Reduced |
| Harbor Capital Advisors, Inc. | 404 | $13.0K | 0.00% | +317+364.4% | Added |
| Ameritas Investment Partners, Inc. | 556 | $18.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 634 | $20.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 746 | $24.2K | 0.00% | +11+1.5% | Added |
| Allworth Financial LP | 1,043 | $33.8K | 0.00% | +5+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $44.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,644 | $53.0K | 0.00% | −528−24.3% | Reduced |
| New York State Common Retirement Fund | 2,057 | $66.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,201 | $71.4K | 0.00% | +2,201 | New |
| Tower Research Capital LLC (TRC) | 2,515 | $81.6K | 0.00% | +2,112+524.1% | Added |
| JPMorgan Chase & Co | 2,783 | $89.1K | 0.00% | −1,225−30.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,309 | $107.3K | 0.00% | +68+2.1% | Added |
| CWM, LLC | 3,375 | $109.5K | 0.00% | +29+0.9% | Added |
| BNP Paribas Arbitrage, SA | 3,645 | $118.2K | 0.00% | +773+26.9% | Added |
| MetLife Investment Management | 4,021 | $130.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,986 | $194.1K | 0.00% | −782−11.6% | Reduced |
| Deutsche Bank AG | 6,007 | $194.8K | 0.00% | +2,468+69.7% | Added |
| LSV Asset Management | 6,200 | $201.0K | 0.00% | −1,024−14.2% | Reduced |
| Wells Fargo & Company | 6,583 | $213.5K | 0.00% | −5,084−43.6% | Reduced |
| Legato Capital Management LLC | 6,897 | $223.7K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,609 | $246.8K | 0.00% | −13,524−64.0% | Reduced |
| Rhumbline Advisers | 8,621 | $279.6K | 0.00% | +15+0.2% | Added |
| Millennium Management LLC | 9,534 | $309.2K | 0.00% | −1,890−16.5% | Reduced |
| RMB Capital Management, LLC | 10,891 | $353.2K | 0.01% | +10,891 | New |
| Nuveen, LLC | 11,452 | $371.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,570 | $373.0K | 0.00% | +6,485+127.5% | Added |
| LPL Financial LLC | 12,275 | $398.1K | 0.00% | −1,500−10.9% | Reduced |
| Martingale Asset Management L P | 13,966 | $452.9K | 0.01% | +995+7.7% | Added |
| Seizert Capital Partners, LLC | 14,191 | $460.2K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,009 | $519.2K | 0.00% | −70.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 17,129 | $555.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 17,879 | $579.8K | 0.00% | −10,715−37.5% | Reduced |
| Charles Schwab Investment Management Inc | 18,235 | $591.4K | 0.00% | −1,630−8.2% | Reduced |
| Bank of America Corp | 19,307 | $626.1K | 0.00% | +223+1.2% | Added |
| AQR Capital Management LLC | 19,622 | $636.3K | 0.00% | +559+2.9% | Added |
| Empowered Funds, LLC | 20,615 | $668.5K | 0.00% | +20,615 | New |
| HSBC Holdings PLC | 21,501 | $700.7K | 0.00% | −2,012−8.6% | Reduced |
| American Century Companies Inc | 22,529 | $730.6K | 0.00% | +1,485+7.1% | Added |
| Kestra Advisory Services, LLC | 23,519 | $762.7K | 0.00% | +22,118+1,578.7% | Added |
| Morgan Stanley | 24,490 | $794.2K | 0.00% | −6,282−20.4% | Reduced |
| RBF Capital, LLC | 30,000 | $972.9K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 32,729 | $1.06M | 0.00% | +17+0.1% | Added |
| Renaissance Technologies LLC | 35,375 | $1.15M | 0.00% | +10,602+42.8% | Added |
| Vanguard Portfolio Management LLC | 39,472 | $1.28M | 0.00% | +39,472 | New |
| Vanguard Fiduciary Trust Co | 43,179 | $1.40M | 0.00% | +43,179 | New |
| Cetera Investment Advisers | 45,014 | $1.46M | 0.00% | +110.0% | Added |
| Goldman Sachs Group Inc | 47,721 | $1.55M | 0.00% | +4,824+11.2% | Added |
| Northern Trust Corp | 49,287 | $1.60M | 0.00% | +4,428+9.9% | Added |
| Bridgeway Capital Management, LLC | 56,279 | $1.83M | 0.04% | −2,000−3.4% | Reduced |
| State Street Corp | 106,149 | $3.44M | 0.00% | +6,924+7.0% | Added |
| Cresset Asset Management, LLC | 140,282 | $4.55M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 156,344 | $5.07M | 0.00% | −3,237−2.0% | Reduced |
| Dimensional Fund Advisors LP | 158,145 | $5.13M | 0.00% | +15,865+11.2% | Added |
| Vanguard Capital Management LLC | 318,507 | $10.3M | 0.00% | +318,507 | New |
| Siena Capital Partners GP, LLC | 323,187 | $10.5M | 2.72% | 00.0% | Unchanged |
| Fourthstone LLC | 411,189 | $13.3M | 2.26% | +105,788+34.6% | Added |
| BlackRock, Inc. | 427,315 | $13.9M | 0.00% | −48,054−10.1% | Reduced |
| 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 |