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, Q2 2026
Institutional positions in Oak Valley Bancorp as of Jun 30, 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
- 84
- +6 vs. Q1 2026
- Shares held
- 2.95M
- +146.9K (+5.2%) vs. Q1 2026
- Total value
- $99.5M
- +$8.63M (+9.5%) vs. Q1 2026
- New holders
- 11
- 41 more added
- Sold out
- 5
- 16 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Oak Valley Bancorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −5−27.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $102 | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 4 | $135 | 0.00% | −1−20.0% | Reduced |
| SBI Securities Co., Ltd. | 4 | $135 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 6 | $202 | 0.00% | +6 | New |
| Basecamp Wealth Advisors LLC | 9 | $304 | 0.00% | +5+125.0% | Added |
| Farther Finance Advisors, LLC | 16 | $539 | 0.00% | +6+60.0% | Added |
| Rothschild Investment LLC | 20 | $675 | 0.00% | +14+233.3% | Added |
| Essential Partners LLC | 61 | $2.06K | 0.00% | −91−59.9% | Reduced |
| IFP Advisors, Inc | 71 | $2.40K | 0.00% | +46+184.0% | Added |
| EverSource Wealth Advisors, LLC | 87 | $2.94K | 0.00% | +4+4.8% | Added |
| California State Teachers Retirement System | 96 | $3.24K | 0.00% | −274−74.1% | Reduced |
| GAMMA Investing LLC | 143 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 146 | $4.93K | 0.00% | −80−35.4% | Reduced |
| UBS Asset Management Americas Inc | 179 | $6.04K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 320 | $11.0K | 0.00% | −84−20.8% | Reduced |
| SRS Capital Advisors, Inc. | 544 | $18.4K | 0.00% | +541+18,033.3% | Added |
| Ameritas Investment Partners, Inc. | 556 | $18.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 634 | $21.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 921 | $31.1K | 0.00% | −1,594−63.4% | Reduced |
| Allworth Financial LP | 1,102 | $37.2K | 0.00% | +59+5.7% | Added |
| New York State Common Retirement Fund | 2,057 | $69.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,201 | $74.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,381 | $81.0K | 0.00% | +737+44.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,690 | $90.8K | 0.00% | +1,320+96.4% | Added |
| JPMorgan Chase & Co | 3,080 | $103.3K | 0.00% | +297+10.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,331 | $112.4K | 0.00% | +22+0.7% | Added |
| Citigroup Inc | 3,336 | $112.6K | 0.00% | +3,018+949.1% | Added |
| Russell Investments Group, Ltd. | 3,984 | $134.4K | 0.00% | +3,238+434.0% | Added |
| MetLife Investment Management | 4,021 | $135.7K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,440 | $149.8K | 0.00% | +4,420+22,100.0% | Added |
| UBS Group AG | 5,644 | $190.5K | 0.00% | −342−5.7% | Reduced |
| LSV Asset Management | 6,200 | $209.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,369 | $214.9K | 0.00% | +6,369 | New |
| Deutsche Bank AG | 6,815 | $230.0K | 0.00% | +808+13.5% | Added |
| Legato Capital Management LLC | 6,897 | $232.7K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,105 | $307.2K | 0.00% | +484+5.6% | Added |
| Marshall Wace, LLP | 9,220 | $311.1K | 0.00% | +9,220 | New |
| BNP Paribas Arbitrage, SA | 9,666 | $326.2K | 0.00% | +6,021+165.2% | Added |
| Jump Financial, LLC | 9,717 | $327.9K | 0.00% | +9,717 | New |
| Algert Global LLC | 9,910 | $334.4K | 0.00% | +9,910 | New |
| Wells Fargo & Company | 10,060 | $339.5K | 0.00% | +3,477+52.8% | Added |
| RMB Capital Management, LLC | 10,891 | $367.5K | 0.01% | 00.0% | Unchanged |
| Nuveen, LLC | 11,452 | $386.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,506 | $388.3K | 0.01% | +11,506 | New |
| Occudo Quantitative Strategies LP | 12,272 | $414.1K | 0.02% | +12,272 | New |
| Seizert Capital Partners, LLC | 14,198 | $479.1K | 0.02% | +70.0% | Added |
| LPL Financial LLC | 14,597 | $492.6K | 0.00% | +2,322+18.9% | Added |
| Empowered Funds, LLC | 15,615 | $526.9K | 0.00% | −5,000−24.3% | Reduced |
| Barclays PLC | 16,981 | $573.0K | 0.00% | −898−5.0% | Reduced |
| Bank of America Corp | 17,834 | $601.8K | 0.00% | −1,473−7.6% | Reduced |
| Bank of New York Mellon Corp | 18,305 | $617.7K | 0.00% | +2,296+14.3% | Added |
| Martingale Asset Management L P | 19,675 | $663.9K | 0.02% | +5,709+40.9% | Added |
| Susquehanna International Group, LLP | 21,275 | $717.9K | 0.00% | +21,275 | New |
| Charles Schwab Investment Management Inc | 21,315 | $719.3K | 0.00% | +3,080+16.9% | Added |
| Trexquant Investment LP | 22,187 | $748.7K | 0.00% | +22,187 | New |
| Millennium Management LLC | 23,163 | $781.6K | 0.00% | +13,629+143.0% | Added |
| HSBC Holdings PLC | 23,450 | $785.6K | 0.00% | +1,949+9.1% | Added |
| Kestra Advisory Services, LLC | 23,519 | $793.7K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,760 | $801.8K | 0.00% | +23,760 | New |
| Citadel Advisors LLC | 28,963 | $977.4K | 0.00% | +21,354+280.6% | Added |
| RBF Capital, LLC | 30,000 | $1.01M | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 30,589 | $1.03M | 0.00% | +19,019+164.4% | Added |
| AQR Capital Management LLC | 32,551 | $1.10M | 0.00% | +12,929+65.9% | Added |
| FMR LLC | 32,624 | $1.10M | 0.00% | −105−0.3% | Reduced |
| Cetera Investment Advisers | 45,003 | $1.52M | 0.00% | −110.0% | Reduced |
| Vanguard Fiduciary Trust Co | 45,742 | $1.54M | 0.00% | +2,563+5.9% | Added |
| Two Sigma Investments, LP | 47,787 | $1.61M | 0.00% | +47,787 | New |
| Vanguard Portfolio Management LLC | 48,638 | $1.64M | 0.00% | +9,166+23.2% | Added |
| Bridgeway Capital Management, LLC | 51,279 | $1.73M | 0.03% | −5,000−8.9% | Reduced |
| Morgan Stanley | 52,224 | $1.76M | 0.00% | +27,734+113.2% | Added |
| Arrowstreet Capital, Limited Partnership | 53,502 | $1.81M | 0.00% | +36,373+212.3% | Added |
| Northern Trust Corp | 54,713 | $1.85M | 0.00% | +5,426+11.0% | Added |
| Goldman Sachs Group Inc | 65,845 | $2.22M | 0.00% | +18,124+38.0% | Added |
| Renaissance Technologies LLC | 73,973 | $2.50M | 0.00% | +38,598+109.1% | Added |
| American Century Companies Inc | 99,560 | $3.36M | 0.00% | +77,031+341.9% | Added |
| State Street Corp | 130,531 | $4.40M | 0.00% | +24,382+23.0% | Added |
| Cresset Asset Management, LLC | 140,282 | $4.73M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 176,153 | $5.95M | 0.00% | +19,809+12.7% | Added |
| Dimensional Fund Advisors LP | 189,026 | $6.38M | 0.00% | +30,881+19.5% | Added |
| Siena Capital Partners GP, LLC | 263,847 | $8.90M | 2.15% | −59,340−18.4% | Reduced |
| Vanguard Capital Management LLC | 296,205 | $10.0M | 0.00% | −22,302−7.0% | Reduced |
| BlackRock, Inc. | 511,151 | $17.2M | 0.00% | +83,836+19.6% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −411,189−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |