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Oak Valley Bancorp (OVLY) Institutional Ownership

Oak Valley Bancorp logo
$34.02 -0.05 (-0.15%)
As of 01:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Oak Valley Bancorp (NASDAQ:OVLY)

Current
Institutional Ownership
Percentage
30.86%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$8.52M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.81M
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OVLY Institutional Buying and Selling by Quarter

Oak Valley Bancorp Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2026Hsbc Holdings PLC23,450$786K0.0%+9.1%0.279%
8/14/2026 Algert Global LLC9,910$334K0.0%N/A0.118%
8/6/2026 Bank of New York Mellon Corp18,305$618K0.0%N/A0.218%
6/16/2026Empowered Funds LLC20,615$669K0.0%-8.8%0.245%
5/18/2026Royal Bank of Canada1,644$53K0.0%-24.3%0.020%
5/18/2026Empowered Funds LLC20,615$669K0.0%-8.8%0.245%
5/14/2026 Renaissance Technologies LLC35,375$1.15M0.0%+42.8%0.421%
5/7/2026 Dimensional Fund Advisors LP158,145$5.13M0.0%+11.2%1.880%
4/30/2026Hsbc Holdings PLC21,501$701K0.0%-8.6%0.256%
4/30/2026 Kestra Advisory Services LLC23,519$763K0.0%+1,578.7%0.280%
3/20/2026Hsbc Holdings PLC23,513$716K0.0%+10.0%0.280%
2/18/2026Millennium Management LLC11,424$343K0.0%-32.4%0.136%
2/18/2026Bridgeway Capital Management LLC58,279$1.75M0.0%-31.7%0.695%
2/17/2026AQR Capital Management LLC19,063$573K0.0%+9.0%0.227%
2/17/2026 Cetera Investment Advisers45,003$1.35M0.0%-0.8%0.537%
2/16/2026Barclays PLC28,594$860K0.0%+3.4%0.341%
2/13/2026 Kestra Advisory Services LLC1,401$42K0.0%N/A0.017%
2/13/2026Fourthstone LLC305,401$9.18M1.7%+84.1%3.640%
2/13/2026Charles Schwab Investment Management Inc.19,865$597K0.0%-5.6%0.237%
2/13/2026 State Street Corp99,225$2.98M0.0%+0.8%1.183%
2/13/2026 Martingale Asset Management L P12,971$390K0.0%+12.1%0.155%
2/13/2026Wells Fargo & Company MN11,667$351K0.0%+26.2%0.139%
2/12/2026Jane Street Group LLC7,101$213K0.0%-7.1%0.085%
2/12/2026 Dimensional Fund Advisors LP142,280$4.28M0.0%+6.3%1.696%
2/11/2026 LPL Financial LLC13,775$414K0.0%+10.4%0.164%
2/11/2026Siena Capital Partners GP LLC323,187$9.72M2.6%-9.9%3.853%
2/10/2026Goldman Sachs Group Inc.42,897$1.29M0.0%+19.5%0.511%
2/9/2026 Geode Capital Management LLC159,581$4.80M0.0%-0.5%1.902%
2/6/2026 Legato Capital Management LLC6,897$207K0.0%N/A0.082%
1/1/2026 JPMorgan Chase & Co.5,997$169K0.0%+23.6%0.071%
11/17/2025Millennium Management LLC16,887$476K0.0%+36.4%0.201%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,234$91K0.0%-13.5%0.039%
11/17/2025Citadel Advisors LLC28,596$806K0.0%+4.1%0.341%
11/17/2025Bank of America Corp DE16,329$460K0.0%+27.4%0.195%
11/14/2025Bridgeway Capital Management LLC85,316$2.40M0.1%-6.5%1.018%
11/13/2025 BNP Paribas Financial Markets2,708$76K0.0%+123.4%0.032%
11/12/2025Barclays PLC27,663$779K0.0%+7.3%0.330%
11/12/2025 Dimensional Fund Advisors LP133,851$3.77M0.0%+3.7%1.597%
11/7/2025Vanguard Group Inc.404,422$11.39M0.0%-2.0%4.825%
11/7/2025 JPMorgan Chase & Co.5,997$169K0.0%+23.6%0.072%
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11/6/2025 LSV Asset Management7,224$204K0.0%+147.7%0.086%
11/3/2025 New York State Common Retirement Fund2,057$58K0.0%-49.3%0.025%
10/15/2025CWM LLC3,280$92K0.0%+43.9%0.039%
8/15/2025 BNP Paribas Financial Markets1,212$33K0.0%-89.0%0.014%
8/15/2025Bridgeway Capital Management LLC91,225$2.49M0.1%-1.3%1.089%
8/15/2025Bank of America Corp DE12,819$349K0.0%-6.9%0.153%
8/14/2025Jane Street Group LLC7,629$208K0.0%N/A0.091%
8/14/2025Fourthstone LLC141,400$3.85M0.8%+36.3%1.687%
8/13/2025 M3F Inc.113,840$3.10M0.9%-7.0%1.358%
8/13/2025Hsbc Holdings PLC15,037$409K0.0%+20.9%0.179%
8/12/2025 Rhumbline Advisers10,401$283K0.0%+59.4%0.124%
8/12/2025 JPMorgan Chase & Co.4,852$132K0.0%-56.1%0.058%
8/11/2025 LSV Asset Management2,917$79K0.0%N/A0.035%
8/8/2025 Geode Capital Management LLC161,422$4.40M0.0%+1.6%1.926%
8/7/2025 Los Angeles Capital Management LLC11,720$319K0.0%N/A0.140%
6/27/2025Goldman Sachs Group Inc.22,665$566K0.0%-12.5%0.270%
5/29/2025Rhumbline Advisers6,526$163K0.0%-22.3%0.078%
5/16/2025Empowered Funds LLC25,948$648K0.0%-27.5%0.310%
5/16/2025Goldman Sachs Group Inc.22,665$566K0.0%-12.5%0.270%
5/15/2025M3F Inc.122,436$3.06M0.8%+0.8%1.461%
5/14/2025Hsbc Holdings PLC12,434$314K0.0%+33.3%0.148%
5/12/2025Nuveen LLC8,679$217K0.0%N/A0.104%
5/9/2025Deutsche Bank AG3,657$91K0.0%+80.1%0.044%
5/9/2025Charles Schwab Investment Management Inc.19,583$489K0.0%-5.7%0.234%
5/6/2025Cetera Investment Advisers45,719$1.14M0.0%+392.3%0.545%
4/23/2025Valmark Advisers Inc.60,009$1.50M0.0%+1.7%0.718%
4/8/2025Rhumbline Advisers6,526$163K0.0%-22.3%0.078%
2/17/2025Deutsche Bank AG2,030$59K0.0%N/A0.024%
2/17/2025Bridgeway Capital Management LLC111,465$3.26M0.1%-0.4%1.333%
2/17/2025Citadel Advisors LLC14,114$413K0.0%-11.6%0.169%
2/17/2025Bank of America Corp DE10,394$304K0.0%+29.1%0.124%
2/17/2025BNP Paribas Financial Markets11,536$337K0.0%-8.4%0.138%
2/14/2025Northern Trust Corp53,765$1.57M0.0%-1.2%0.643%
2/14/2025Hsbc Holdings PLC9,330$281K0.0%+9.4%0.112%
2/14/2025Tower Research Capital LLC TRC1,506$44K0.0%+190.2%0.018%
2/14/2025M3F Inc.121,436$3.55M1.0%-9.4%1.453%
2/14/2025Dimensional Fund Advisors LP108,971$3.19M0.0%+1.4%1.303%
2/13/2025Barclays PLC16,735$490K0.0%+8.9%0.200%
2/13/2025Renaissance Technologies LLC22,597$661K0.0%-18.3%0.270%
2/13/2025Wells Fargo & Company MN8,000$234K0.0%+12.2%0.096%
2/12/2025JPMorgan Chase & Co.23,537$688K0.0%+118.8%0.282%
2/11/2025LPL Financial LLC11,208$328K0.0%-14.8%0.134%
2/6/2025Seizert Capital Partners LLC14,539$425K0.0%+18.0%0.174%
2/6/2025Charles Schwab Investment Management Inc.20,772$608K0.0%+8.8%0.248%
2/4/2025Bank of New York Mellon Corp15,638$457K0.0%-25.3%0.187%
1/31/2025Sierra Ocean LLC5,573$163K0.1%N/A0.067%
1/30/2025Valmark Advisers Inc.59,009$1.73M0.0%N/A0.706%
1/29/2025Legato Capital Management LLC7,245$212K0.0%N/A0.087%
1/28/2025Empowered Funds LLC35,801$1.05M0.0%-5.8%0.428%
12/26/2024JPMorgan Chase & Co.10,755$286K0.0%+123.6%0.129%
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11/19/2024Barclays PLC15,368$408K0.0%+122.8%0.184%
11/16/2024Geode Capital Management LLC155,526$4.13M0.0%+2.4%1.860%
11/15/2024Barclays PLC15,368$408K0.0%+122.8%0.184%
11/15/2024State Street Corp86,390$2.30M0.0%+0.6%1.033%
11/15/2024Banc Funds Co. LLC43,822$1.16M0.1%-39.6%0.524%
11/14/2024Fourthstone LLC11,110$295K0.1%N/A0.133%
11/13/2024BNP Paribas Financial Markets12,600$335K0.0%-29.9%0.151%
11/13/2024FMR LLC217,128$5.77M0.0%+0.4%2.597%
11/12/2024Charles Schwab Investment Management Inc.19,093$507K0.0%-6.0%0.228%
11/6/2024Seizert Capital Partners LLC12,322$327K0.0%N/A0.147%


OVLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of Oak Valley Bancorp. The most heavily invested institutionals were Vanguard Group Inc. ($11.39M), Siena Capital Partners GP LLC ($9.72M), Fourthstone LLC ($9.18M), FMR LLC ($5.77M), Dimensional Fund Advisors LP ($5.13M), Geode Capital Management LLC ($4.80M), and M3F Inc. ($3.10M).Learn more on Oak Valley Bancorp's institutional investors.

30.86% of Oak Valley Bancorp's stock is owned by institutional investors. Learn more on OVLY's institutional investor holdings.

Of the 37 institutional investors that purchased Oak Valley Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($188.35K), Valmark Advisers Inc. ($60.01K), Cetera Investment Advisers ($36.43K), Dimensional Fund Advisors LP ($30.52K), Kestra Advisory Services LLC ($23.52K), Barclays PLC ($21.11K), and JPMorgan Chase & Co. ($21.02K).

Institutional investors have bought a total of 277,434 shares in the last 24 months. This purchase volume represents approximately $8.52M in transactions.

Of the 13 institutional investors that sold Oak Valley Bancorp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Siena Capital Partners GP LLC ($35.41K), Bridgeway Capital Management LLC ($32.95K), Vanguard Group Inc. ($8.30K), Millennium Management LLC ($5.46K), Empowered Funds LLC ($4K), Hsbc Holdings PLC ($2.01K), and New York State Common Retirement Fund ($2K).

Institutional investors have sold a total of 94,118 shares in the last 24 months. This volume of shares sold represents approximately $2.81M in transactions.


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Institutional ownership data for NASDAQ:OVLY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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