Institutional Ownership Oak Valley Bancorp (OVLY)
This table provides information about the institutional ownership of Oak Valley Bancorp (OVLY). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $75.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
434,103
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2024
Added 14.97%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
383,971
shares
|
$10.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Siena Capital Partners Gp, LLC
|
May 15, 2025 Q1 2025 |
358,593
shares
|
$9.95 Million
4.58% of portfolio
|
Q4 2021
Added 4.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
158,830
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
140,282
shares
|
$3.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
122,436
shares
|
$3.4 Million
0.84% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
118,488
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
106,579
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2023
Reduced 28.95%
|
|
|
Fourthstone LLC
St Louis, MO |
May 13, 2025 Q1 2025 |
103,708
shares
|
$2.88 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
92,447
shares
|
$2.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
89,406
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
60,009
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
52,585
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
45,719
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 392.29%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
30,000
shares
|
$832,800
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
28,273
shares
|
$784,858
0.0% of portfolio
|
Q1 2025
Added 25.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
27,271
shares
|
$757,042
0.0% of portfolio
|
Q1 2025
Added 93.22%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
26,258
shares
|
$728,922
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
25,948
shares
|
$720,316
0.01% of portfolio
|
Q1 2025
Reduced 27.52%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
25,277
shares
|
$701,689
0.0% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
22,665
shares
|
$629,180
0.0% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
21,044
shares
|
$584,181
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
20,677
shares
|
$573,993
0.0% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
19,583
shares
|
$543,624
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
17,129
shares
|
$475,501
0.0% of portfolio
|
Q1 2025
New holding
|