Oceanfirst FinancialOCFC

13F holders, Q2 2024 (June 30)
183holders −12
18new positions
28sold out
7famous investors
$15.90avg. 13F price*

At the end of Q2 2024, 183 institutions reported holding Oceanfirst Financial Corp. (OCFC) in their 13F filings, down 12 from Q1 2024. 18 opened new positions and 28 sold out. The largest holders were BlackRock Inc. ($132.0M), Vanguard Group Inc. ($56.1M) and Dimensional Fund Advisors LP ($50.6M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Oceanfirst Financial Corp.
CUSIP
675234108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 195Q1 2024Q2 2024: 183Q2 2024Q3 2024: 194Q3 2024Q4 2024: 197Q4 2024Q1 2025: 205Q1 2025Q2 2025: 193Q2 2025Q3 2025: 188Q3 2025Q4 2025: 186Q4 2025Q1 2026: 206Q1 2026Q2 2026: 230Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions18$12.8M
Exits28$11.2M

All 13F filers, Q1 2024 → Q2 2024: 2,533,724 shares bought and 2,224,420 shares sold, net +309,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

BlackRock Inc. 0.00% Add +7.2% 8,304,550 $132.0M
Vanguard Group Inc. 0.00% Add +1.6% 3,532,077 $56.1M
Dimensional Fund Advisors LP 0.01% Reduce -3.3% 3,183,638 $50.6M
State Street Corp. 0.00% Reduce -1.3% 1,733,501 $27.5M
GW&K Investment Management, LLC 0.23% Reduce -1.4% 1,571,144 $25.0M
Invesco Ltd. 0.01% Add +1.1% 1,564,358 $24.9M
Geode Capital Management, LLC 0.00% Add +2.3% 1,393,794 $22.2M
Boston Partners 0.03% Reduce -3.4% 1,344,558 $21.7M
Nuveen Asset Management, LLC 0.01% Reduce -11.7% 1,288,295 $20.5M
Goldman Sachs Group Inc. 0.00% Reduce -9.8% 1,257,499 $20.0M
JPMorgan Chase & Co. 0.00% Reduce -0.9% 1,083,480 $17.2M
American Century Companies Inc. 0.01% Add +20.8% 956,320 $15.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.0% 844,115 $13.4M
Systematic Financial Management LP 0.40% Reduce -3.3% 827,986 $13.2M
Hotchkis & Wiley Capital Management LLC 0.05% Add +7.5% 813,270 $12.9M
AQR Capital Management 0.02% Add +24.4% 807,280 $12.8M
Ameriprise Financial Inc. 0.00% Reduce -12.6% 678,564 $10.8M
Endeavour Capital Advisors Inc. 3.71% Reduce -4.9% 670,324 $10.7M
Northern Trust Corp. 0.00% Add +3.3% 570,086 $9.1M
Royce & Associates LP 0.08% New 510,238 $8.1M
Bank of New York Mellon Corp 0.00% Add +4.6% 498,113 $7.9M
LSV Asset Management 0.02% Reduce -5.2% 491,028 $7.8M
Bank of America Corp. 0.00% Reduce -1.2% 327,803 $5.2M
Bridgeway Capital Management, LLC 0.12% Reduce -0.6% 324,191 $5.2M
Millennium Management 0.00% Reduce -9.3% 320,459 $5.1M
Two Sigma Advisers, LP 0.01% Add +9.4% 320,300 $5.1M
Morgan Stanley 0.00% Reduce -28.9% 314,003 $5.0M
Two Sigma Investments, LP 0.01% Add +13.5% 304,881 $4.8M
Thrivent Financial for Lutherans 0.01% Add +32.6% 272,243 $4.3M
Barclays PLC 0.00% Reduce -15.5% 264,976 $4.2M
First Trust Advisors LP 0.00% Reduce -17.5% 245,154 $3.9M
D. E. Shaw & Co. 0.01% Add +33.6% 232,348 $3.7M
Renaissance Technologies 0.01% Reduce -13.4% 223,752 $3.6M
State of Wisconsin Investment Board 0.01% Reduce -1.0% 208,616 $3.3M
Hennessy Advisors Inc. 0.11% Reduce -11.9% 185,000 $2.9M
Wedge Capital Management L L P 0.05% Add +8.9% 182,739 $2.9M
Wellington Management Group LLP 0.00% New 157,572 $2.5M
Addison Capital Co 1.08% Add +1.7% 156,479 $2.5M
Empowered Funds, LLC 0.04% Reduce -7.3% 153,868 $2.4M
Knights of Columbus Asset Advisors LLC 0.16% Add +1.1% 152,807 $2.4M
Wells Fargo & Company 0.00% Add +15.1% 144,901 $2.3M
GAMCO Investors 0.02% No change 143,000 $2.3M
Federated Hermes, Inc. 0.01% Add +0.5% 137,196 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +60.2% 124,116 $2.0M
Keeley-Teton Advisors, LLC 0.24% Reduce -2.0% 118,326 $1.9M
Swiss National Bank 0.00% No change 117,033 $1.9M
Maltese Capital Management LLC 0.29% Reduce -21.7% 98,200 $1.6M
Rhumbline Advisers 0.00% Add +0.3% 96,385 $1.5M
BNP Paribas Financial Markets 0.00% Add +26.4% 95,582 $1.5M
UBS Group AG 0.00% Reduce -25.6% 94,630 $1.5M
Rafferty Asset Management, LLC 0.01% Add +18.5% 88,802 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +1.9% 82,060 $1.3M
Russell Investments Group, Ltd. 0.00% Add +50.7% 76,855 $1.2M
Mendon Capital Advisors Corp. 0.74% No change 75,000 $1.2M
Curi Capital, LLC 0.03% No change 75,000 $1.2M
Franklin Resources Inc. 0.00% Add +21.2% 71,318 $1.1M
Jane Street Group, LLC 0.00% Add +306.3% 71,010 $1.1M
HSBC Holdings PLC 0.00% Add +53.7% 70,824 $1.1M
Cornercap Investment Counsel Inc. 0.18% Add +105.9% 69,981 $1.1M
Sei Investments Co. 0.00% Add +30.8% 69,075 $1.1M
Citigroup Inc. 0.00% Add +2.6% 68,686 $1.1M
Mariner, LLC 0.00% Add +2.5% 68,376 $1.1M
Alliancebernstein L.P. 0.00% No change 68,229 $1.1M
Legal & General Group Plc 0.00% Add +0.5% 61,626 $979K
California State Teachers Retirement System 0.00% Reduce -3.2% 57,406 $912K
Brandywine Global Investment Management, LLC 0.01% Reduce -11.9% 57,237 $909K
Comerica Bank 0.00% Reduce -20.5% 56,319 $895K
Trexquant Investment LP 0.01% Reduce -44.3% 56,267 $894K
Commonwealth Equity Services, LLC 0.00% Reduce -8.5% 53,695 $853K
Citadel Advisors 0.00% Add +52.1% 53,244 $846K
Eagle Wealth Strategies LLC 0.68% Reduce -22.9% 52,549 $835K
AlphaQuest LLC 0.11% Add +2.2% 52,372 $832K
Pinnacle Holdings, LLC 0.38% Reduce -0.2% 51,408 $817K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -11.5% 49,340 $784K
Algert Global LLC 0.03% Add +12.6% 48,292 $767K
Royal Bank of Canada 0.00% Add +5.7% 47,228 $750K
Independent Advisor Alliance 0.02% No change 45,000 $715K
Prudential Financial Inc. 0.00% Reduce -39.4% 43,945 $698K
Engineers Gate Manager LP 0.02% Reduce -17.1% 43,651 $694K
STRS Ohio 0.00% Add +3.0% 41,000 $651K
Jump Financial, LLC 0.01% Add +29.5% 40,546 $644K
Creative Planning 0.00% Add +254.6% 40,214 $639K
Cerity Partners LLC 0.00% Add +13.9% 40,015 $636K
Voya Investment Management LLC 0.00% Add +14.7% 35,841 $570K
Principal Financial Group Inc. 0.00% Add +8.5% 35,758 $568K
MetLife Investment Management, LLC 0.00% Add +10.7% 32,604 $518K
Fourthstone LLC 0.16% New 31,970 $508K
Quantbot Technologies LP 0.02% Add +13.5% 31,168 $495K
Corebridge Financial, Inc. 0.00% — 30,949 $492K
Corbyn Investment Management Inc. 0.22% No change 30,012 $477K
LPL Financial LLC 0.00% Add +2.8% 29,890 $475K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 29,286 $465K
Manufacturers Life Insurance Company, The 0.00% Add +1.8% 29,064 $462K
EJF Capital LP 0.34% Reduce -10.1% 28,720 $456K
Susquehanna International Group, LLP 0.00% Reduce -16.5% 28,450 $452K
SG Americas Securities, LLC 0.00% New 27,777 $441K
Janus Henderson Group PLC 0.00% Reduce -1.1% 26,388 $419K
Susquehanna Portfolio Strategies, LLC 0.02% No change 25,762 $409K
Gsa Capital Partners LLP 0.03% Reduce -66.7% 23,857 $379K
ExodusPoint Capital Management, LP 0.00% New 22,400 $356K
John G Ullman & Associates Inc. 0.05% Reduce -1.8% 22,300 $354K
Hennion & Walsh Asset Management, Inc. 0.02% Add +69.7% 22,299 $354K
New York State Common Retirement Fund 0.00% Add +0.0% 21,844 $347K
Grace & White Inc. 0.06% No change 20,404 $324K
Deutsche Bank AG 0.00% Reduce -25.4% 20,259 $322K
Janney Montgomery Scott LLC 0.00% Reduce -2.9% 19,748 $314K
Commerce Bank 0.00% No change 19,515 $310K
Ledgewood Wealth Advisors, LLC 0.26% No change 19,227 $306K
Tower Research Capital LLC (TRC) 0.01% Add +1402.0% 19,120 $304K
Caxton Associates LP 0.01% Add +40.6% 18,589 $295K
PNC Financial Services Group, Inc. 0.00% Add +1.8% 18,109 $288K
Acadian Asset Management LLC 0.00% Add +633.7% 17,639 $279K
Harbor Capital Advisors, Inc. 0.02% Reduce -11.1% 16,820 $267K
State Board of Administration of Florida Retirement System 0.00% New 16,638 $264K
Arizona State Retirement System 0.00% Add +1.1% 16,505 $262K
Point72 Asset Management 0.00% Add +54.8% 16,255 $258K
Cambridge Investment Research Advisors, Inc. 0.00% Add +26.2% 16,157 $257K
Stifel Financial Corp. 0.00% Reduce -46.0% 15,655 $249K
Sherbrooke Park Advisers LLC 0.04% Add +42.3% 14,815 $235K
Qube Research & Technologies Ltd 0.00% Reduce -38.7% 14,513 $231K
Victory Capital Management Inc. 0.00% Reduce -0.1% 14,133 $225K
Bailard, Inc. 0.01% New 13,700 $218K
Foundry Partners, LLC 0.01% Reduce -0.9% 13,419 $213K
Envestnet Asset Management Inc. 0.00% Reduce -0.8% 12,971 $206K
Chapin Davis, Inc. 0.06% No change 11,944 $190K
Squarepoint Ops LLC 0.00% Reduce -83.5% 10,856 $173K
Denali Advisors LLC 0.05% New 10,800 $172K
Cwm, LLC 0.00% Add +437.0% 10,525 $167K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 10,436 $166K
Invst, LLC 0.02% No change 10,690 $165K
UMB Bank, n.a. 0.00% No change 9,550 $152K
EMC Capital Management 0.08% No change 9,152 $145K
CANADA LIFE ASSURANCE Co 0.00% Add +3.0% 9,050 $144K
CIBC Private Wealth Group LLC 0.00% Add +6.3% 8,239 $128K
Caldwell Sutter Capital, Inc. 0.06% No change 7,964 $127K
Belvedere Trading LLC 0.01% New 7,586 $121K
Ameritas Investment Partners, Inc. 0.00% No change 5,792 $92K
Blue Bell Private Wealth Management, LLC 0.02% No change 5,475 $87K
Osaic Holdings, Inc. 0.00% Add +13.1% 4,554 $72K
State of Wyoming 0.01% Add +12.4% 4,149 $66K
Parkside Financial Bank & Trust 0.01% Add +4.0% 4,011 $64K
Plante Moran Financial Advisors, LLC 0.01% No change 4,000 $64K
Meeder Asset Management Inc. 0.00% New 3,902 $62K
FMR LLC 0.00% Add +24.4% 2,967 $47K
nVerses Capital, LLC 0.02% Reduce -82.0% 2,100 $33K
Assetmark, Inc. 0.00% No change 2,024 $32K
Amalgamated Bank 0.00% No change 2,017 $32K
Annapolis Financial Services, LLC 0.01% No change 1,750 $28K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -60.7% 1,676 $27K
Innealta Capital, LLC 0.01% New 1,571 $25K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.3% 1,284 $20K
Tompkins Financial Corp. 0.00% No change 1,200 $19K
EntryPoint Capital, LLC 0.01% New 1,181 $19K
Nvwm, LLC 0.00% No change 1,147 $18K
Public Employees Retirement System of Ohio 0.00% Add +7.6% 1,101 $17K
Farther Finance Advisors, LLC 0.00% Add +3.4% 1,072 $17K
Nisa Investment Advisors, LLC 0.00% Add +1353.5% 1,032 $16K
Compass Wealth Management LLC 0.00% New 1,000 $16K
Quadrant Capital Group LLC 0.00% Add +2072.7% 956 $15K
Sandy Spring Bank 0.00% No change 900 $14K
First Horizon Advisors, Inc. 0.00% Reduce -4.5% 676 $11K
Quarry LP 0.00% Reduce -69.3% 597 $9K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 512 $8K
Global Retirement Partners, LLC 0.00% New 500 $8K
Lindbrook Capital, LLC 0.00% New 462 $7K
Planning Capital Management Corp 0.00% No change 310 $5K
City State Bank 0.00% Reduce -50.0% 300 $5K
North Star Investment Management Corp. 0.00% No change 300 $5K
NewEdge Advisors, LLC 0.00% No change 267 $4K
US Bancorp \de 0.00% New 248 $4K
Mather Group, Llc. 0.00% No change 210 $3K
GAMMA Investing LLC 0.00% Add +477.1% 202 $3K
Principal Securities, Inc. 0.00% No change 196 $3K
Key Financial Inc 0.00% No change 180 $3K
Versant Capital Management, Inc 0.00% Add +486.4% 129 $2K
EverSource Wealth Advisors, LLC 0.00% Add +45.3% 109 $2K
Parallel Advisors, LLC 0.00% New 99 $2K
Glen Eagle Advisors, LLC 0.00% No change 85 $1K
Cubist Systematic Strategies, LLC 0.00% Reduce -99.9% 68 $1K
Covestor Ltd 0.00% Add +34.0% 63 $1K
Arax Advisory Partners 0.00% Add +750.0% 51 $811
Signaturefd, LLC 0.00% Reduce -73.5% 36 $572
Allworth Financial LP 0.00% Add +133.3% 21 $366

"% of holder's portfolio" is OCFC's weight in each manager's 13F, not the share of Oceanfirst Financial Corp. the manager owns.