Oak Valley Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 475.37 K | $14.29 M | -0.05% | 5.76% |
| VANGUARD GROUP INC | 01/29/2026 | 402.63 K | $12.10 M | -0.44% | 4.88% |
| SIENA CAPITAL PARTNERS GP, LLC | 02/11/2026 | 323.19 K | $9.72 M | -9.87% | 3.92% |
| FOURTHSTONE LLC | 02/13/2026 | 305.40 K | $9.18 M | 84.14% | 3.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 159.58 K | $4.80 M | -0.55% | 1.93% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 142.28 K | $4.28 M | 6.30% | 1.72% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 140.28 K | $4.22 M | 0.00% | 1.70% |
| STATE STREET CORP | 02/13/2026 | 99.23 K | $2.98 M | 0.82% | 1.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 58.28 K | $1.75 M | -31.69% | 0.71% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 45.00 K | $1.35 M | -0.80% | 0.55% |
| NORTHERN TRUST CORP | 02/17/2026 | 44.86 K | $1.35 M | -9.18% | 0.54% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 42.90 K | $1.29 M | 19.45% | 0.52% |
| FMR LLC | 02/17/2026 | 32.71 K | $983.32 K | 17.87% | 0.40% |
| MORGAN STANLEY | 02/13/2026 | 30.77 K | $925.01 K | 8.34% | 0.37% |
| RBF CAPITAL, LLC | 02/17/2026 | 30.00 K | $901.80 K | 0.00% | 0.36% |
| BARCLAYS PLC | 02/13/2026 | 28.59 K | $859.54 K | 3.37% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 24.77 K | $744.68 K | -0.80% | 0.30% |
| HSBC HOLDINGS PLC | 03/20/2026 | 23.51 K | $716.21 K | 10.00% | 0.29% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 22.62 K | $679.81 K | 0.00% | 0.27% |
| CITADEL ADVISORS LLC | 02/17/2026 | 21.13 K | $635.26 K | -26.10% | 0.26% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 21.04 K | $632.58 K | 0.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 19.87 K | $597.14 K | -5.55% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 19.08 K | $573.67 K | 16.87% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 19.06 K | $573.04 K | 9.05% | 0.23% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 17.13 K | $514.90 K | 0.00% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 16.02 K | $481.44 K | -0.86% | 0.19% |
| SEIZERT CAPITAL PARTNERS, LLC | 02/02/2026 | 14.19 K | $426.58 K | 0.00% | 0.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 13.78 K | $414.08 K | 10.42% | 0.17% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 12.97 K | $389.91 K | 12.10% | 0.16% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 11.72 K | $322.30 K | 0.00% | 0.14% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 11.67 K | $350.71 K | 26.21% | 0.14% |
| NUVEEN, LLC | 02/12/2026 | 11.45 K | $344.25 K | 0.00% | 0.14% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 11.42 K | $343.41 K | -32.35% | 0.14% |
| RHUMBLINE ADVISERS | 02/13/2026 | 8.61 K | $258.69 K | -15.59% | 0.10% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 7.22 K | $217.00 K | 0.00% | 0.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 7.10 K | $213.46 K | -7.10% | 0.09% |
| LEGATO CAPITAL MANAGEMENT LLC | 02/06/2026 | 6.90 K | $207.32 K | 100.00% | 0.08% |
| UBS GROUP AG | 01/29/2026 | 6.77 K | $203.45 K | -19.19% | 0.08% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 5.09 K | $152.00 K | 82.45% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 4.02 K | $120.87 K | 0.00% | 0.05% |
| JPMORGAN CHASE & CO | 02/11/2026 | 4.01 K | $120.48 K | -33.17% | 0.05% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 3.54 K | $106.38 K | -3.23% | 0.04% |
| CWM, LLC | 01/26/2026 | 3.35 K | $101.00 K | 2.01% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 3.24 K | $97.42 K | 0.22% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 2.87 K | $86.33 K | 6.06% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.17 K | $65.00 K | 5.03% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 2.06 K | $61.83 K | 0.00% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.40 K | $42.11 K | 100.00% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 1.37 K | $41.18 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 1.04 K | $31.20 K | 0.19% | 0.01% |
Oak Valley Bancorp institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of Oak Valley Bancorp. The most heavily invested institutionals were:
Kestra Advisory Services, LLC: 23,519
HSBC HOLDINGS PLC: 21,501
Bank of New York Mellon Corp: 16,009
Nuveen, LLC: 11,452
UBS Group AG: 5,986
Police & Firemen's Retirement System of New Jersey: 1,370
33.06% of Oak Valley Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 3.38 M shares in the last 24 months. This purchase volume represents approximately $110.01 M in transactions.