Oak Valley Bancorp (OVLY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

7,961,290Shares Outstanding

652,480Shares held by institutions

$21,982,051Value of institutional holdings

14.42%Institutional ownership %

2.87%Shares Changed QoQ

20No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 71 institutional investors hold a position in Oak Valley Bancorp (NASDAQ:OVLY).

The percentage of Oak Valley Bancorp owned by institutions changed from 31.7% in September 2025 to 32.9% in December 2025, marking a slight up trend.
Quarterly data indicates a 4.70% shift in institutional share volume, and the annual owner count reflects an increase of 12.70%.
A review of institutional activity for Oak Valley Bancorp shows 28 of 71 filers increasing their positions, while 27 reduced their stake, and 16 remained unchanged.
The total number of shares held by institutions in Oak Valley Bancorp increased to 2.73Mn as of December 2025, a net change of up by 122.69K shares quarter on quarter, and up 20.83K shares year over year.
With 475.37K shares, BlackRock, Inc. commands the largest institutional position in Oak Valley Bancorp as of December 31, 2025, equating to 5.72% of the company.
Among the most significant buyers of Oak Valley Bancorp during December 2025 were Fourthstone LLC (139.54K), RBF Capital, LLC (30.00K), DIMENSIONAL FUND ADVISORS LP (8.43K), GOLDMAN SACHS GROUP INC (6.99K), Legato Capital Management LLC (6.90K).
Leading sellers of Oak Valley Bancorp stock in December 2025 included Siena Capital Partners GP, LLC (35.41K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (27.04K), CITADEL ADVISORS LLC (7.46K), MILLENNIUM MANAGEMENT LLC (5.46K), NORTHERN TRUST CORP (4.54K).
The top 10 institutional holders of Oak Valley Bancorp for the quarter ending December 2025 included BlackRock, Inc. (475.37K), VANGUARD GROUP INC (402.63K), Siena Capital Partners GP, LLC (323.19K), Fourthstone LLC (305.40K), GEODE CAPITAL MANAGEMENT, LLC (159.58K), DIMENSIONAL FUND ADVISORS LP (142.28K), Cresset Asset Management, LLC (140.28K), STATE STREET CORP (99.22K), RBF Capital, LLC (60.00K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (58.28K).

71 Institutional Holders

652,480 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	475,369	-252	-0.05%	$14,289,592.00
VANGUARD GROUP INC	31 Dec, 2025	402,627	-1,795	-0.44%	$12,102,968.00
Siena Capital Partners GP, LLC	31 Dec, 2025	323,187	-35,406	-9.87%	$9,715,001.00
Fourthstone LLC	31 Dec, 2025	305,401	139,545	84.14%	$9,180,354.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	159,581	-882	-0.55%	$4,797,541.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	142,280	8,429	6.30%	$4,276,912.00
Cresset Asset Management, LLC	31 Dec, 2025	140,282	0	0.00%	$4,216,877.00
STATE STREET CORP	31 Dec, 2025	99,225	806	0.82%	$2,982,704.00
RBF Capital, LLC	31 Dec, 2025	60,000	30,000	100.00%	$1,803,600.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	58,279	-27,037	-31.69%	$1,751,867.00
Cetera Investment Advisers	31 Dec, 2025	45,003	-362	-0.80%	$1,352,790.00
NORTHERN TRUST CORP	31 Dec, 2025	44,859	-4,536	-9.18%	$1,348,461.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	42,897	6,985	19.45%	$1,289,484.00
FMR LLC	31 Dec, 2025	32,712	4,960	17.87%	$983,323.00
MORGAN STANLEY	31 Dec, 2025	30,772	2,369	8.34%	$925,006.00
BARCLAYS PLC	31 Dec, 2025	28,594	931	3.37%	$859,536.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	24,773	-200	-0.80%	$744,676.00
Empowered Funds, LLC	31 Dec, 2025	22,615	0	0.00%	$679,807.00
CITADEL ADVISORS LLC	31 Dec, 2025	21,133	-7,463	-26.10%	$635,258.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	21,044	0	0.00%	$632,583.00

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