Who Owns OVLY?

Oak Valley Bancorp — Institutional Ownership & 13F Holdings

$33.05

-0.70 (-2.07%)

Market Cap

$272.7M

Shares Outstanding

8,413,458

Institutional Holders

68

Total Inst. Value

$63.2M

% of Float Held

QoQ Holder Change

+23

Institutional data as of Q1 2025

New Positions

14

Closed Positions

6

Increased

18

Decreased

18

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BlackRock, Inc.$11.9M476,944
2VANGUARD GROUP INC$9.6M383,971
3Siena Capital Partners GP, LLC$9.0M358,593
4GEODE CAPITAL MANAGEMENT, LLC$4.0M158,830
5M3F, Inc.$3.1M122,436
6DIMENSIONAL FUND ADVISORS LP$3.0M118,488
7Fourthstone LLCNew$2.6M103,708
8BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.3M92,447
9STATE STREET CORP$2.2M89,406
10Valmark Advisers, Inc.$1.5M60,009

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
BlackRock, Inc.+6K$11.9M
GEODE CAPITAL MANAGEMENT, LLC+4K$4.0M
M3F, Inc.+1K$3.1M
DIMENSIONAL FUND ADVISORS LP+10K$3.0M
Fourthstone LLCNew+104K$2.6M

Top Sellers

FundShares RemovedValue
FMR LLC-206K$388K
BRIDGEWAY CAPITAL MANAGEMENT, LLC-19K$2.3M
JPMORGAN CHASE & CO-12K$274K
Empowered Funds, LLC-10K$648K
GOLDMAN SACHS GROUP INC-3K$566K

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold OVLY?

As of Q1 2025, 68 institutional investors report holding OVLY (Oak Valley Bancorp) in their 13F filings.

Which hedge fund owns the most OVLY?

The largest institutional holder of OVLY is BlackRock, Inc. with $11.9M in shares.

Are institutions buying or selling OVLY?

This quarter, 14 institutions opened new positions in OVLY and 6 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.