Oak Valley Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 427.32 K | $13.86 M | -10.11% | 5.18% |
| FOURTHSTONE LLC | 05/15/2026 | 411.19 K | $13.33 M | 34.64% | 4.98% |
| SIENA CAPITAL PARTNERS GP, LLC | 05/14/2026 | 323.19 K | $10.48 M | 0.00% | 3.92% |
| 05/15/2026 | 318.51 K | $10.33 M | 100.00% | 3.86% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 158.15 K | $5.13 M | 11.15% | 1.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 156.34 K | $5.07 M | -2.03% | 1.90% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 140.28 K | $4.55 M | 0.00% | 1.70% |
| STATE STREET CORP | 05/15/2026 | 106.15 K | $3.44 M | 6.98% | 1.29% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 56.28 K | $1.83 M | -3.43% | 0.68% |
| NORTHERN TRUST CORP | 05/14/2026 | 49.29 K | $1.60 M | 9.87% | 0.60% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 47.72 K | $1.55 M | 11.25% | 0.58% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 45.01 K | $1.46 M | 0.02% | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 43.18 K | $1.40 M | 100.00% | 0.52% |
| 05/08/2026 | 39.47 K | $1.28 M | 100.00% | 0.48% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 35.38 K | $1.15 M | 42.80% | 0.43% |
| FMR LLC | 05/15/2026 | 32.73 K | $1.06 M | 0.05% | 0.40% |
| RBF CAPITAL, LLC | 05/18/2026 | 30.00 K | $972.90 K | 0.00% | 0.36% |
| MORGAN STANLEY | 05/15/2026 | 24.49 K | $794.21 K | -20.41% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 23.52 K | $762.73 K | 1,578.73% | 0.29% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 22.53 K | $730.62 K | 7.06% | 0.27% |
| HSBC HOLDINGS PLC | 04/30/2026 | 21.50 K | $700.72 K | -8.56% | 0.26% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 20.62 K | $668.54 K | -8.84% | 0.25% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 19.62 K | $636.35 K | 2.93% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 19.31 K | $626.13 K | 1.17% | 0.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 18.24 K | $591.36 K | -8.21% | 0.22% |
| BARCLAYS PLC | 05/15/2026 | 17.88 K | $579.82 K | -37.47% | 0.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 17.13 K | $555.49 K | 0.00% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 16.01 K | $519.17 K | -0.04% | 0.19% |
| SEIZERT CAPITAL PARTNERS, LLC | 05/07/2026 | 14.19 K | $460.21 K | 0.00% | 0.17% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 13.97 K | $452.92 K | 7.67% | 0.17% |
| LPL FINANCIAL LLC | 05/06/2026 | 12.28 K | $398.08 K | -10.89% | 0.15% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 11.57 K | $373.00 K | 127.53% | 0.14% |
| NUVEEN, LLC | 04/30/2026 | 11.45 K | $371.39 K | 0.00% | 0.14% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2026 | 10.89 K | $353.20 K | 100.00% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 9.53 K | $309.19 K | -16.54% | 0.12% |
| RHUMBLINE ADVISERS | 05/12/2026 | 8.62 K | $279.57 K | 0.17% | 0.10% |
| CITADEL ADVISORS LLC | 05/15/2026 | 7.61 K | $246.76 K | -63.99% | 0.09% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 6.90 K | $223.67 K | 0.00% | 0.08% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 6.58 K | $213.49 K | -43.58% | 0.08% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 6.20 K | $201.00 K | -14.18% | 0.08% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 6.01 K | $194.81 K | 69.74% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 5.99 K | $194.13 K | -11.55% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 4.02 K | $130.40 K | 0.00% | 0.05% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 3.65 K | $118.21 K | 26.92% | 0.04% |
| CWM, LLC | 05/14/2026 | 3.38 K | $109.45 K | 0.87% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 3.31 K | $107.31 K | 2.10% | 0.04% |
| JPMORGAN CHASE & CO | 05/13/2026 | 2.78 K | $89.10 K | -30.56% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.52 K | $81.56 K | 524.07% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.20 K | $71.38 K | 100.00% | 0.03% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 2.06 K | $66.71 K | 0.00% | 0.02% |
Oak Valley Bancorp institutional Ownership - FAQ's
During the previous two years, 92 institutional investors and hedge funds held shares of Oak Valley Bancorp. The most heavily invested institutionals were:
BlackRock, Inc.: 427,315
Fourthstone LLC: 411,189
Siena Capital Partners GP, LLC: 323,187
DIMENSIONAL FUND ADVISORS LP: 158,145
GEODE CAPITAL MANAGEMENT, LLC: 156,344
Cresset Asset Management, LLC: 140,282
34.00% of Oak Valley Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 3.47 M shares in the last 24 months. This purchase volume represents approximately $112.82 M in transactions.