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OVLY · Oak Valley Bancorp

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$33.15 +0.27 (+0.82%) At close · Jul 27
Market Cap
$274.36M
Shares
8.41M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 80
Total Value: $89,726,413
Total Shares: 2,766,651

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 79 13F filers
Top Holder
15.5%
Jun 2023 → Mar 2026 · range 14.8% – 18.1%
of institutional value
Top 5
59.2%
Jun 2023 → Mar 2026 · range 53.1% – 61.6%
of institutional value
Top 10
77.6%
Jun 2023 → Mar 2026 · range 76.5% – 81.1%
of institutional value
HHI
862
Jun 2023 → Mar 2026 · range 773 – 928
Broadly held
Showing 80 of 80
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $13,857,823 15.44% 427,315
Small Fourthstone LLC $13,334,859 14.86% 411,189
Small Siena Capital Partners GP, LLC $10,480,954 11.68% 323,187
Mega VANGUARD CAPITAL MANAGEMENT LLC $10,329,182 11.51% 318,507
Mega DIMENSIONAL FUND ADVISORS LP $5,128,640 5.72% 158,145
Mega GEODE CAPITAL MANAGEMENT, LLC $5,070,235 5.65% 156,344
Large Cresset Asset Management, LLC $4,549,345 5.07% 140,282
Mega STATE STREET CORP $3,442,412 3.84% 106,149
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,825,127 2.03% 56,279
Mega NORTHERN TRUST CORP Bank $1,598,375 1.78% 49,287
Mega GOLDMAN SACHS GROUP INC $1,547,591 1.72% 47,721
Large Cetera Investment Advisers $1,459,804 1.63% 45,014
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,400,294 1.56% 43,179
Large RENAISSANCE TECHNOLOGIES LLC $1,147,211 1.28% 35,375
Mega FMR LLC $1,061,401 1.18% 32,729
Mid RBF Capital, LLC $972,900 1.08% 30,000
Mega MORGAN STANLEY $794,207 0.89% 24,490
Large Kestra Advisory Services, LLC $762,721 0.85% 23,519
Mega AMERICAN CENTURY COMPANIES INC $730,615 0.81% 22,529
Mega HSBC HOLDINGS PLC $697,277 0.78% 21,501
Large Empowered Funds, LLC $668,544 0.75% 20,615
Mega AQR CAPITAL MANAGEMENT LLC $636,339 0.71% 19,622
Mega BANK OF AMERICA CORP /DE/ Bank $626,126 0.70% 19,307
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $591,361 0.66% 18,235
Mega BARCLAYS PLC $579,815 0.65% 17,879
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $555,493 0.62% 17,129
Mega Bank of New York Mellon Corp Bank $519,170 0.58% 16,009
Mid SEIZERT CAPITAL PARTNERS, LLC $460,214 0.51% 14,191
Mid MARTINGALE ASSET MANAGEMENT L P $452,917 0.50% 13,966
Mega LPL Financial LLC $398,078 0.44% 12,275
Large ACADIAN ASSET MANAGEMENT LLC $375,215 0.42% 11,570
Mega Nuveen, LLC $371,387 0.41% 11,452
Mid Curi Capital, LLC $353,194 0.39% 10,891
Mega MILLENNIUM MANAGEMENT LLC $309,187 0.34% 9,534
Mega RHUMBLINE ADVISERS $279,579 0.31% 8,621
Mega CITADEL ADVISORS LLC $246,759 0.28% 7,609
Mid Legato Capital Management LLC $223,669 0.25% 6,897
Mega WELLS FARGO & COMPANY/MN $213,486 0.24% 6,583
Large LSV ASSET MANAGEMENT $201,066 0.22% 6,200
Mega DEUTSCHE BANK AG\ Bank $194,807 0.22% 6,007
Mega UBS Group AG $194,125 0.22% 5,986
Large MetLife Investment Management, LLC $130,401 0.15% 4,021
Mega BNP PARIBAS ARBITRAGE, SA $118,207 0.13% 3,645
Large CWM, LLC $109,451 0.12% 3,375
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $107,310 0.12% 3,309
Large Police & Firemen's Retirement System of New Jersey Pension $90,774 0.10% 2,690
Mega JPMORGAN CHASE & CO $90,251 0.10% 2,783
Mid Tower Research Capital LLC (TRC) $81,561 0.09% 2,515
Mega Vanguard Global Advisers, LLC $71,378 0.08% 2,201
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $66,708 0.07% 2,057
Mega ROYAL BANK OF CANADA Bank $53,314 0.06% 1,644
Mid Allworth Financial LP $33,824 0.04% 1,043
Large Russell Investments Group, Ltd. $24,192 0.03% 746
Mega Legal & General Group Plc $20,560 0.02% 634
Mid Ameritas Investment Partners, Inc. $18,031 0.02% 556
Mid HARBOR CAPITAL ADVISORS, INC. $13,101 0.01% 404
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $11,999 0.01% 370
Mega CITIGROUP INC $10,312 0.01% 318
Mid Sterling Capital Management LLC $7,329 0.01% 226
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,804 0.01% 179
Small Essential Partners LLC $4,929 0.01% 152
Mid GAMMA Investing LLC $4,825 0.01% 143
Mid EverSource Wealth Advisors, LLC $2,933 0.00% 87
Mid IFP Advisors, Inc $2,395 0.00% 71
Mid Optiver Holding B.V. $2,075 0.00% 64
Large LOS ANGELES CAPITAL MANAGEMENT LLC $648 0.00% 20
Small Covestor Ltd $583 0.00% 18
Mid Farther Finance Advisors, LLC $539 0.00% 16
Mid MAI Capital Management $227 0.00% 7
Small Wealth Enhancement Trust Services, Inc. $202 0.00% 6
Mid ROTHSCHILD INVESTMENT LLC $194 0.00% 6
Micro True Wealth Design, LLC $134 0.00% 4
Mid SBI Securities Co., Ltd. Broker-Dealer $134 0.00% 4
Small Basecamp Wealth Advisors LLC $129 0.00% 4
Small SJS Investment Consulting Inc. $101 0.00% 3
Mid Arax Advisory Partners $97 0.00% 3
Small Root Financial Partners, LLC $97 0.00% 3
Small Sunbelt Securities, Inc. Broker-Dealer $64 0.00% 2
Mega PNC FINANCIAL SERVICES GROUP, INC. $64 0.00% 2
Small CALDWELL SUTTER CAPITAL, INC. $32 0.00% 1
Key facts CIK 1431567 CUSIP 671807105 13F (30d) 9 filings 9 filers

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