Oceanfirst Financial OCFC Institutional Ownership

NASDAQ OCFC

$18.66 -0.28 (-1.48%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

231 Institutions

Increased 166 71.9%

Unchanged 26 11.3%

Reduced 39 16.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

116.01%

▲+27.91 pp QoQ

Shares Held by Institutions

81.48Mn

of 70.24Mn outstanding

▲+66.62% QoQ

Shares Outstanding

70.24Mn

-11.25Mn held outside 13F filers

Institutional Investors

231

filed 13F for Jun 2026

▲+26 vs prior quarter

Net Shares Added (QoQ)

+32.58Mn

accumulated since last quarter

Value of Holdings

$1.58Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Oceanfirst Financial Corp (NASDAQ:OCFC) is held by 231 institutional investors per 13F filings through June 2026.

These investors held 116.0% of outstanding shares in June 2026, up from 88.1% in March 2026.
They increased total shares held in OCFC by 66.62% quarter over quarter, and investors in Oceanfirst Financial increased 20.94% from a year ago.
Of these 231 funds, 166 grew their exposure to Oceanfirst Financial, 39 cut back, and 26 maintained positions.
In total, institutional investors held 81.48Mn shares in Oceanfirst Financial as of June 2026, up by 32.58Mn shares quarter on quarter, and up 37.75Mn shares year over year.
BlackRock, Inc. is the top holder of Oceanfirst Financial as of June 30, 2026, with 9.94Mn shares representing 14.15% of outstanding stock.
The most significant purchases of OCFC for the quarter ending June 2026 came from WARBURG PINCUS LLC (9.57Mn), BlackRock, Inc. (3.21Mn), WELLINGTON MANAGEMENT GROUP LLP (1.52Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.25Mn), DIMENSIONAL FUND ADVISORS LP (1.18Mn).
The largest sales of OCFC for the quarter ending June 2026 came from MetLife Investment Management, LLC (667.66K), FIRST TRUST ADVISORS LP (255.24K), LSV ASSET MANAGEMENT (89.51K), ExodusPoint Capital Management, LP (62.6K), Brevan Howard Capital Management LP (51.64K).
Per Business Quant, the top 10 investors in OCFC for the quarter ending June 2026 include BlackRock, Inc. (9.94Mn), WARBURG PINCUS LLC (9.57Mn), DIMENSIONAL FUND ADVISORS LP (4.59Mn), WELLINGTON MANAGEMENT GROUP LLP (4.11Mn), State Street Corp (3.87Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.67Mn), T. Rowe Price Investment Management, Inc. (2.93Mn), TWO SIGMA INVESTMENTS, LP (2.41Mn), Invesco Ltd. (2.39Mn), GEODE CAPITAL MANAGEMENT, LLC (2.2Mn).

Form 13F Holdings

231 Institutional Holders

Report period 30 Jun, 2026

Total shares held 81.48Mn

Of outstanding 116.01%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,940,366	14.15%	▲3,206,812	+47.62%	$194.14Mn
2	WARBURG PINCUS LLC	0001162870	9,574,639	13.63%	▲9,574,639	0.00%	$186.99Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	4,589,658	6.53%	▲1,180,555	+34.63%	$89.64Mn
4	WELLINGTON MANAGEMENT GROUP LLP	0000902219	4,114,069	5.86%	▲1,518,636	+58.51%	$80.35Mn
5	State Street Corp	0000093751	3,869,335	5.51%	▲986,962	+34.24%	$75.57Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,672,693	5.23%	▲1,245,519	+51.32%	$71.73Mn
7	T. Rowe Price Investment Management, Inc.	0001897612	2,931,548	4.17%	▲754,961	+34.69%	$57.25K
8	TWO SIGMA INVESTMENTS, LP	0001179392	2,406,209	3.43%	▲833,700	+53.02%	$46.99Mn
9	Invesco Ltd.	0000914208	2,391,416	3.40%	▲395,191	+19.80%	$46.70Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,200,983	3.13%	▲790,935	+56.09%	$42.99Mn
11	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	1,517,701	2.16%	▲134,113	+9.69%	$29.64Mn
12	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	1,347,421	1.92%	▲219,069	+19.41%	$26.32Mn
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	1,295,618	1.84%	▲604,213	+87.39%	$25.30Mn
14	MIRABELLA FINANCIAL SERVICES LLP	0001538853	1,292,641	1.84%	▲493,735	+61.80%	$25.25Mn
15	GW&K Investment Management, LLC	0001082917	1,209,716	1.72%	▼15,079	-1.23%	$23.63K
16	AMERICAN CENTURY COMPANIES INC	0000748054	1,188,360	1.69%	▼40,328	-3.28%	$23.21Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,075,612	1.53%	▲229,270	+27.09%	$21.01Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	1,075,612	1.53%	▲1,075,612	0.00%	$21.01Mn
18	Nuveen, LLC	0001871926	913,179	1.30%	▲290,835	+46.73%	$17.83Mn
19	GAMCO INVESTORS, INC. ET AL	0000807249	863,433	1.23%	▲704,433	+443.04%	$16.86Mn

Showing 1 to 20 of 231 holders