Oak Valley Bancorp OVLY Institutional Ownership

NASDAQ OVLY

$34.78 +0.49 (+1.44%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

85 Institutions

Increased 52 61.2%

Unchanged 15 17.6%

Reduced 18 21.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

35.68%

▲+1.35 pp QoQ

Shares Held by Institutions

2.95Mn

of 8.27Mn outstanding

▲+22.66% QoQ

Shares Outstanding

8.27Mn

5.32Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+545.25K

accumulated since last quarter

Value of Holdings

$102.95Mn

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

Oak Valley Bancorp (NASDAQ:OVLY) showed up in the 13F filings of 85 institutional investors as of June 2026.

These investors held 35.7% of outstanding shares in June 2026, up from 34.3% in March 2026.
They increased total shares held in OVLY by 22.66% quarter over quarter, and investors in Oak Valley Bancorp increased 25.0% from a year ago.
Among the 85 funds, 52 bought more Oak Valley Bancorp shares, 18 sold down, and 15 held their ground.
Combined, these investors held 2.95Mn shares in OVLY for June 2026, up by 545.25K shares quarter on quarter, and up 133.42K shares year over year.
BlackRock, Inc. leads ownership in OVLY with 511.15K shares as of June 30, 2026, equal to 6.18% of outstanding shares.
The most significant purchases of OVLY for the quarter ending June 2026 came from BlackRock, Inc. (83.84K), AMERICAN CENTURY COMPANIES INC (77.03K), TWO SIGMA INVESTMENTS, LP (47.79K), RENAISSANCE TECHNOLOGIES LLC (38.6K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (36.37K).
The biggest sellers of Oak Valley Bancorp for the quarter ending June 2026 included Siena Capital Partners GP, LLC (59.34K), RBF Capital, LLC (30.0K), VANGUARD CAPITAL MANAGEMENT LLC (22.3K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (5.0K), Empowered Funds, LLC (5.0K).
Oak Valley Bancorp's 10 largest shareholders as of June 2026 include BlackRock, Inc. (511.15K), VANGUARD CAPITAL MANAGEMENT LLC (296.2K), Siena Capital Partners GP, LLC (263.85K), DIMENSIONAL FUND ADVISORS LP (189.03K), GEODE CAPITAL MANAGEMENT, LLC (176.15K), Cresset Asset Management, LLC (140.28K), State Street Corp (130.53K), AMERICAN CENTURY COMPANIES INC (99.56K), RENAISSANCE TECHNOLOGIES LLC (73.97K), Goldman Sachs Group Inc (65.84K) per Business Quant data.

Form 13F Holdings

85 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.95Mn

Of outstanding 35.68%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	511,151	6.18%	▲83,836	+19.62%	$17.25Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	296,205	3.58%	▼22,302	-7.00%	$10.00Mn
3	Siena Capital Partners GP, LLC	0001694886	263,847	3.19%	▼59,340	-18.36%	$8.90Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	189,026	2.28%	▲30,881	+19.53%	$6.38Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	176,153	2.13%	▲19,809	+12.67%	$5.95Mn
6	Cresset Asset Management, LLC	0001761013	140,282	1.70%	0	0.00%	$4.73Mn
7	State Street Corp	0000093751	130,531	1.58%	▲24,382	+22.97%	$4.40Mn
8	AMERICAN CENTURY COMPANIES INC	0000748054	99,560	1.20%	▲77,031	+341.92%	$3.36Mn
9	RENAISSANCE TECHNOLOGIES LLC	0001037389	73,973	0.89%	▲38,598	+109.11%	$2.50Mn
10	Goldman Sachs Group Inc	0000886982	65,845	0.80%	▲18,124	+37.98%	$2.22Mn
11	Northern Trust Corp	0000073124	54,713	0.66%	▲5,426	+11.01%	$1.85Mn
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	53,502	0.65%	▲36,373	+212.35%	$1.81Mn
13	Morgan Stanley	0000895421	52,224	0.63%	▲27,734	+113.25%	$1.76Mn
14	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	51,279	0.62%	▼5,000	-8.88%	$1.73Mn
15	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	48,638	0.59%	▲9,166	+23.22%	$1.64Mn
16	TWO SIGMA INVESTMENTS, LP	0001179392	47,787	0.58%	▲47,787	0.00%	$1.61Mn
17	VANGUARD FIDUCIARY TRUST CO	0000933478	45,742	0.55%	▲2,563	+5.94%	$1.54Mn
18	Cetera Investment Advisers	0001666741	45,003	0.54%	▼11	-0.02%	$1.52Mn
19	FMR LLC	0000315066	32,624	0.39%	▼105	-0.32%	$1.10Mn
20	AQR CAPITAL MANAGEMENT LLC	0001167557	32,551	0.39%	▲12,929	+65.89%	$1.10Mn

Showing 1 to 20 of 85 holders