OceanFirst Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 6.73 M | $121.47 M | -5.23% | 11.83% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.41 M | $61.50 M | 5.55% | 5.99% |
| STATE STREET CORP | 05/15/2026 | 2.88 M | $52.00 M | 58.57% | 5.06% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 2.60 M | $46.82 M | -20.52% | 4.56% |
| 05/15/2026 | 2.43 M | $43.79 M | 100.00% | 4.26% | |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 2.18 M | $39.27 M | 0.24% | 3.82% |
| INVESCO LTD. | 05/12/2026 | 2.00 M | $36.01 M | -0.10% | 3.51% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 1.57 M | $28.37 M | 183.94% | 2.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.41 M | $25.44 M | -0.73% | 2.48% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 05/13/2026 | 1.38 M | $24.96 M | 15.10% | 2.43% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.23 M | $22.17 M | -5.45% | 2.16% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 1.22 M | $22.10 M | -2.18% | 2.15% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 1.13 M | $20.36 M | 41.04% | 1.98% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 846.34 K | $15.27 M | 0.97% | 1.49% |
| MIRABELLA FINANCIAL SERVICES LLP | 05/12/2026 | 798.91 K | $14.41 M | 100.00% | 1.40% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 718.01 K | $12.95 M | 0.13% | 1.26% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 698.41 K | $12.60 M | 120.64% | 1.23% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 691.41 K | $12.47 M | -1.79% | 1.21% |
| JPMORGAN CHASE & CO | 05/13/2026 | 638.68 K | $11.26 M | -13.88% | 1.12% |
| STRATEGIC VALUE BANK PARTNERS LLC | 04/28/2026 | 627.33 K | $11.32 M | 100.00% | 1.10% |
| NUVEEN, LLC | 04/30/2026 | 622.34 K | $11.23 M | 0.76% | 1.09% |
| CANYON CAPITAL ADVISORS LLC | 05/15/2026 | 613.23 K | $11.06 M | 100.00% | 1.08% |
| 05/08/2026 | 570.70 K | $10.30 M | 100.00% | 1.00% | |
| GLENMEDE TRUST CO NA | 05/26/2026 | 567.91 K | $10.25 M | -8.55% | 1.00% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 549.84 K | $9.92 M | -3.02% | 0.97% |
| CITADEL ADVISORS LLC | 05/15/2026 | 514.31 K | $9.28 M | 881.62% | 0.90% |
| NORTHERN TRUST CORP | 05/14/2026 | 501.86 K | $9.05 M | 4.30% | 0.88% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 493.62 K | $8.90 M | 16.07% | 0.87% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 484.53 K | $8.74 M | -64.55% | 0.85% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 482.51 K | $8.70 M | -4.78% | 0.85% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 470.09 K | $8.48 M | 0.41% | 0.83% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 402.85 K | $7.27 M | -9.34% | 0.71% |
| MORGAN STANLEY | 05/15/2026 | 402.70 K | $7.26 M | 40.22% | 0.71% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 367.51 K | $6.63 M | 100.00% | 0.65% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 322.84 K | $5.82 M | 2.11% | 0.57% |
| CSM ADVISORS, LLC | 05/15/2026 | 320.72 K | $5.79 M | -0.53% | 0.56% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 307.36 K | $5.54 M | 114.87% | 0.54% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 275.83 K | $4.98 M | 46.04% | 0.48% |
| GLENDON CAPITAL MANAGEMENT LP | 05/11/2026 | 275.50 K | $4.97 M | 100.00% | 0.48% |
| THIRD AVENUE MANAGEMENT LLC | 05/13/2026 | 246.66 K | $4.45 M | 27.93% | 0.43% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 235.88 K | $4.26 M | 0.53% | 0.41% |
| FMR LLC | 05/15/2026 | 225.00 K | $4.06 M | 20.82% | 0.40% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 210.11 K | $3.79 M | 10.08% | 0.37% |
| HENNESSY ADVISORS INC | 04/21/2026 | 195.00 K | $3.52 M | 8.33% | 0.34% |
| JUPITER ASSET MANAGEMENT LTD | 05/12/2026 | 183.05 K | $3.30 M | 100.00% | 0.32% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 168.61 K | $3.04 M | -54.17% | 0.30% |
| ADDISON CAPITAL CO | 04/29/2026 | 165.17 K | $2.98 M | 34.59% | 0.29% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 159.00 K | $2.87 M | 0.00% | 0.28% |
| BESSEMER GROUP INC | 05/06/2026 | 158.18 K | $2.85 M | 0.00% | 0.28% |
| MAN GROUP PLC | 05/15/2026 | 150.83 K | $2.72 M | 100.00% | 0.26% |
OceanFirst Financial Corp. institutional Ownership - FAQ's
During the previous two years, 288 institutional investors and hedge funds held shares of OceanFirst Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 6.73 M
DIMENSIONAL FUND ADVISORS LP: 3.41 M
STATE STREET CORP: 2.88 M
WELLINGTON MANAGEMENT GROUP LLP: 2.6 M
T. Rowe Price Investment Management, Inc.: 2.18 M
Invesco Ltd.: 2 M
88.20% of OceanFirst Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 66.98 M shares in the last 24 months. This purchase volume represents approximately $1.20 B in transactions.