Oceanfirst Financial Corp (OCFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

26,080,000Shares Outstanding

814,331Shares held by institutions

$16,050,464Value of institutional holdings

67.01%Institutional ownership %

16.32%Shares Changed QoQ

111No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Oceanfirst Financial Corp (NASDAQ:OCFC) is held by 173 institutional firms.

Oceanfirst Financial saw its institutional ownership percentage fell to 72.1% in December 2025 from 75.0% in September 2025.
Institutional share ownership changed by 3.93% QoQ, while the number of institutional owners saw a decrease of 11.28% YoY.
Of these 173 institutional investors, 65 increased their holdings in Oceanfirst Financial, while 71 of them reduced positions, and 37 investors maintained their exposure.
The aggregate institutional position in Oceanfirst Financial now stands at 41.87Mn shares as of December 2025, after investors increased their holdings (up by 1.58Mn shares quarter on quarter which is down 1.15Mn shares year over year).
With 7.10Mn shares, BlackRock, Inc. commands the largest institutional position in Oceanfirst Financial as of December 31, 2025, equating to 12.23% of the company.
Among the most significant buyers of Oceanfirst Financial during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (877.31K), GLENMEDE TRUST CO NA (621.00K), TWO SIGMA INVESTMENTS, LP (164.26K), BESSEMER GROUP INC (158.18K), FIRST TRUST ADVISORS LP (141.88K).
Leading sellers of Oceanfirst Financial stock in December 2025 included BlackRock, Inc. (457.27K), ROYCE & ASSOCIATES LP (296.00K), Nuveen, LLC (110.30K), ENDEAVOUR CAPITAL ADVISORS INC (97.09K), JPMORGAN CHASE & CO (92.17K).
The top 10 institutional holders of Oceanfirst Financial for the quarter ending December 2025 included BlackRock, Inc. (7.10Mn), VANGUARD GROUP INC (3.41Mn), WELLINGTON MANAGEMENT GROUP LLP (3.27Mn), DIMENSIONAL FUND ADVISORS LP (3.23Mn), STATE STREET CORP (1.82Mn), GEODE CAPITAL MANAGEMENT, LLC (1.42Mn), ROYCE & ASSOCIATES LP (1.37Mn), AMERICAN CENTURY COMPANIES INC (1.30Mn), GW&K Investment Management, LLC (1.25Mn), SYSTEMATIC FINANCIAL MANAGEMENT LP (1.20Mn).

173 Institutional Holders

814,331 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	7,104,966	-457,267	-6.05%	$127,534,135.00
VANGUARD GROUP INC	31 Dec, 2025	3,407,118	9,154	0.27%	$61,157,767.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	3,265,615	877,311	36.73%	$58,617,789.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,229,739	-4,336	-0.13%	$57,975,242.00
STATE STREET CORP	31 Dec, 2025	1,817,711	27,491	1.54%	$32,627,912.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,420,442	-29,742	-2.05%	$25,499,068.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	1,366,648	-296,005	-17.80%	$24,531,332.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,299,509	-21,555	-1.63%	$23,326,187.00
GW&K Investment Management, LLC	31 Dec, 2025	1,252,035	-29,835	-2.33%	$22,474.00
SYSTEMATIC FINANCIAL MANAGEMENT LP	31 Dec, 2025	1,202,031	95,061	8.59%	$21,576,479.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	838,218	71,640	9.35%	$15,046,013.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	799,997	-97,094	-10.82%	$14,359,946.00
JPMORGAN CHASE & CO	31 Dec, 2025	741,585	-92,170	-11.05%	$13,311,455.00
MetLife Investment Management, LLC	31 Dec, 2025	717,093	86,320	13.68%	$12,871,819.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	704,025	-7,950	-1.12%	$12,637,249.00
GLENMEDE TRUST CO NA	31 Dec, 2025	621,003	621,003	0.00%	$11,147,004.00
Nuveen, LLC	31 Dec, 2025	617,634	-110,297	-15.15%	$11,086,531.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	566,984	-28,134	-4.73%	$10,177,366.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	553,815	164,263	42.17%	$9,940,979.00
LSV ASSET MANAGEMENT	31 Dec, 2025	506,708	24,600	5.10%	$9,095.00

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