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 61 institutions that hold shares in the stock, with a total of 2.59 Million shares, which have been reported (via 13F filing form) to have a value of $64.2 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
|
$10.8 Million
0.0% of portfolio
|
Q2 2024
Added 14.97%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
383,971
shares
|
$9.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Siena Capital Partners Gp, LLC
|
Feb 12, 2025 Q4 2024 |
358,593
shares
|
$8.9 Million
4.82% of portfolio
|
Q4 2021
Added 4.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
155,262
shares
|
$3.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
140,282
shares
|
$3.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
121,436
shares
|
$3.01 Million
1.03% of portfolio
|
Q4 2024
Reduced 9.37%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
111,465
shares
|
$2.77 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
108,971
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
106,579
shares
|
$2.65 Million
0.01% of portfolio
|
Q2 2023
Reduced 28.95%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
85,655
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
60,009
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
53,765
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
45,719
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 392.29%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
35,801
shares
|
$888,580
0.02% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$744,600
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
27,600
shares
|
$685,032
0.0% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
26,258
shares
|
$651,723
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
22,665
shares
|
$562,545
0.0% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
22,597
shares
|
$560,857
0.0% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,118
shares
|
$524,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
21,044
shares
|
$522,312
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
19,583
shares
|
$486,050
0.0% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
16,735
shares
|
$415,362
0.0% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
14,539
shares
|
$360,857
0.02% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,114
shares
|
$350,309
0.0% of portfolio
|
Q4 2024
Reduced 11.57%
|