Oak Valley Bancorp OVLY Institutional Ownership

NASDAQ OVLY

$34.12 +0.45 (+1.32%)

As of: Oct 1, 2026 · 12:33 PM EDT

Institutions by Trading Activity

85 Institutions

Increased 52 61.2%

Unchanged 16 18.8%

Reduced 17 20.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

35.68%

▲+1.71 pp QoQ

Shares Held by Institutions

2.95Mn

of 8.27Mn outstanding

▲+24.21% 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)

+575.25K

accumulated since last quarter

Value of Holdings

$99.38Mn

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) appears in 85 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 35.7% of Oak Valley Bancorp's outstanding shares in June 2026, up from 34.0% in March 2026.
They increased total shares held in Oak Valley Bancorp by 24.21% from last quarter, and the number of investors in OVLY increased 25.0% annually.
During the quarter, 52 of these 85 funds increased positions in OVLY, 17 reduced exposure, and 16 held steady.
In total, institutional investors held 2.95Mn shares in Oak Valley Bancorp as of June 2026, up by 575.25K shares quarter on quarter, and up 334.72K shares year over year.
BlackRock, Inc. holds the largest position in OVLY at 511.15K shares as of June 30, 2026, or 6.18% of shares outstanding.
The largest buyers of Oak Valley Bancorp for the quarter ending June 2026 were 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).
Leading sellers of Oak Valley Bancorp shares for the quarter ending June 2026 were Siena Capital Partners GP, LLC (59.34K), VANGUARD CAPITAL MANAGEMENT LLC (22.3K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (5.0K), Empowered Funds, LLC (5.0K), Tower Research Capital LLC (TRC) (1.59K).
According to Business Quant data, leading holders of OVLY for June 2026 are 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).

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