Oceanfirst FinancialOCFC

13F holders, Q3 2024 (September 30)
194holders +11
25new positions
16sold out
8famous investors
$18.59avg. 13F price*

At the end of Q3 2024, 194 institutions reported holding Oceanfirst Financial Corp. (OCFC) in their 13F filings, up 11 from Q2 2024. 25 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($147.4M), Vanguard Group Inc. ($64.5M) and Dimensional Fund Advisors LP ($59.0M). 8 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions25$17.4M
Exits16$4.3M

All 13F filers, Q2 2024 → Q3 2024: 3,485,622 shares bought and 3,684,637 shares sold, net −199,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 194 holders

BlackRock, Inc. 0.00% — 7,927,044 $147.4M
Vanguard Group Inc. 0.00% Reduce -1.8% 3,468,851 $64.5M
Dimensional Fund Advisors LP 0.01% Reduce -0.3% 3,175,426 $59.0M
State Street Corp. 0.00% Reduce -3.3% 1,677,227 $31.2M
Invesco Ltd. 0.01% Add +2.8% 1,608,249 $29.9M
GW&K Investment Management, LLC 0.24% Reduce -4.3% 1,502,868 $27.9M
Geode Capital Management, LLC 0.00% Add +2.0% 1,421,373 $26.4M
JPMorgan Chase & Co. 0.00% Add +14.6% 1,241,191 $23.1M
American Century Companies Inc. 0.01% Add +13.7% 1,086,877 $20.2M
Wellington Management Group LLP 0.00% Add +587.2% 1,082,855 $20.1M
Systematic Financial Management LP 0.43% Add +10.8% 917,085 $17.0M
Nuveen Asset Management, LLC 0.00% Reduce -32.2% 873,823 $16.2M
Endeavour Capital Advisors Inc. 4.67% Add +19.4% 800,534 $14.9M
AQR Capital Management 0.02% Reduce -2.9% 783,542 $14.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.9% 768,565 $14.3M
Hotchkis & Wiley Capital Management LLC 0.05% Reduce -7.7% 750,770 $14.0M
Royce & Associates LP 0.12% Add +43.7% 733,441 $13.6M
Boston Partners 0.02% Reduce -47.0% 712,941 $13.1M
Ameriprise Financial Inc. 0.00% Reduce -0.4% 675,613 $12.6M
Northern Trust Corp. 0.00% Reduce -7.8% 525,392 $9.8M
Mesirow Institutional Investment Management, Inc. 0.74% New 519,027 $9.6M
LSV Asset Management 0.02% No change 491,028 $9.1M
Goldman Sachs Group Inc. 0.00% Reduce -62.3% 474,734 $8.8M
Bank of New York Mellon Corp 0.00% Reduce -9.3% 451,847 $8.4M
Morgan Stanley 0.00% Add +18.3% 371,406 $6.9M
Two Sigma Investments, LP 0.01% Add +6.8% 325,655 $6.1M
Two Sigma Advisers, LP 0.01% Add +0.9% 323,100 $6.0M
Bank of America Corp. 0.00% Reduce -7.2% 304,239 $5.7M
Russell Investments Group, Ltd. 0.01% Add +291.3% 300,715 $5.6M
Barclays PLC 0.00% Add +13.0% 299,434 $5.6M
Bridgeway Capital Management, LLC 0.11% Reduce -14.6% 277,001 $5.1M
Thrivent Financial for Lutherans 0.01% Reduce -11.4% 241,297 $4.5M
First Trust Advisors LP 0.00% Reduce -1.9% 240,560 $4.5M
Hennessy Advisors Inc. 0.13% Add +18.9% 220,000 $4.1M
State of Wisconsin Investment Board 0.01% No change 208,616 $3.9M
Federated Hermes, Inc. 0.01% Add +34.5% 184,591 $3.4M
Wedge Capital Management L L P 0.06% Reduce -1.1% 180,736 $3.4M
Renaissance Technologies 0.00% Reduce -21.6% 175,352 $3.3M
GAMCO Investors 0.03% Add +11.2% 159,000 $3.0M
Addison Capital Co 1.12% Reduce -4.7% 149,057 $2.8M
Wells Fargo & Company 0.00% Add +0.6% 145,784 $2.7M
Empowered Funds, LLC 0.04% Reduce -17.7% 126,678 $2.4M
Swiss National Bank 0.00% Reduce -2.0% 114,633 $2.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.7% 113,347 $2.1M
D. E. Shaw & Co. 0.00% Reduce -51.6% 112,345 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +34.5% 110,351 $2.1M
O'shaughnessy Asset Management, LLC 0.02% New 110,292 $2.0M
Citadel Advisors 0.00% Add +84.5% 98,212 $1.8M
Rhumbline Advisers 0.00% Reduce -4.1% 92,411 $1.7M
Sei Investments Co. 0.00% Add +31.7% 90,972 $1.7M
Citigroup Inc. 0.00% Add +15.4% 79,287 $1.5M
Franklin Resources Inc. 0.00% Add +11.6% 79,571 $1.5M
Trexquant Investment LP 0.02% Add +29.1% 72,634 $1.4M
Millennium Management 0.00% Reduce -77.4% 72,545 $1.3M
Jane Street Group, LLC 0.00% Add +0.7% 71,504 $1.3M
Alliancebernstein L.P. 0.00% No change 68,229 $1.3M
Tudor Investment Corporation 0.01% New 67,925 $1.3M
BNP Paribas Financial Markets 0.00% Reduce -29.5% 67,384 $1.3M
Rafferty Asset Management, LLC 0.00% Reduce -24.2% 67,318 $1.3M
Mariner, LLC 0.00% Reduce -1.3% 67,463 $1.3M
Brandywine Global Investment Management, LLC 0.01% Add +18.2% 67,670 $1.2M
Knights of Columbus Asset Advisors LLC 0.08% Reduce -57.5% 64,980 $1.2M
Comerica Bank 0.00% Add +14.6% 64,519 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +28.8% 63,539 $1.2M
Legal & General Group Plc 0.00% Add +0.4% 61,872 $1.2M
UBS Group AG 0.00% Reduce -39.5% 57,268 $1.1M
California State Teachers Retirement System 0.00% Reduce -3.5% 55,380 $1.0M
Royal Bank of Canada 0.00% Add +12.0% 52,875 $983K
Pinnacle Holdings, LLC 0.42% Add +0.1% 51,432 $956K
Commonwealth Equity Services, LLC 0.00% Reduce -4.5% 51,274 $953K
Sykon Capital LLC 0.33% New 50,700 $943K
Prudential Financial Inc. 0.00% Add +15.0% 50,545 $940K
Mendon Capital Advisors Corp. 0.60% Reduce -33.3% 50,000 $930K
Curi Capital, LLC 0.02% Reduce -33.3% 50,000 $930K
Balyasny Asset Management L.P. 0.00% New 45,788 $851K
Independent Advisor Alliance 0.03% No change 45,000 $837K
Susquehanna International Group, LLP 0.00% Add +54.2% 43,880 $816K
HSBC Holdings PLC 0.00% Reduce -38.9% 43,304 $808K
ExodusPoint Capital Management, LP 0.01% Add +90.6% 42,688 $794K
Bailard, Inc. 0.02% Add +207.8% 42,171 $784K
Cerity Partners LLC 0.00% Add +4.7% 41,905 $779K
LPL Financial LLC 0.00% Add +39.7% 41,744 $776K
Algert Global LLC 0.02% Reduce -13.6% 41,722 $776K
Creative Planning 0.00% Add +3.5% 41,625 $774K
SG Americas Securities, LLC 0.00% Add +44.3% 40,086 $745K
Acadian Asset Management LLC 0.00% Add +119.1% 38,646 $717K
STRS Ohio 0.00% Reduce -7.8% 37,800 $703K
Voya Investment Management LLC 0.00% Add +0.2% 35,907 $668K
Qube Research & Technologies Ltd 0.00% Add +139.5% 34,760 $646K
Cornercap Investment Counsel Inc. 0.19% Reduce -50.5% 34,669 $644K
Jump Financial, LLC 0.01% Reduce -16.5% 33,850 $629K
MetLife Investment Management, LLC 0.00% No change 32,604 $606K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.9% 31,591 $587K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 30,759 $572K
Corbyn Investment Management Inc. 0.25% No change 30,012 $558K
Eagle Wealth Strategies LLC 0.41% Reduce -43.0% 29,981 $557K
Keeley-Teton Advisors, LLC 0.06% Reduce -75.5% 29,050 $540K
Deutsche Bank AG 0.00% Add +34.1% 27,167 $505K
Janus Henderson Group PLC 0.00% No change 26,388 $491K
EJF Capital LP 0.33% Reduce -8.9% 26,173 $487K
Susquehanna Portfolio Strategies, LLC 0.03% No change 25,762 $479K
Squarepoint Ops LLC 0.00% Add +132.4% 25,230 $469K
John G Ullman & Associates Inc. 0.07% Add +12.6% 25,100 $467K
HRT Financial LP 0.00% New 23,740 $441K
AlphaQuest LLC 0.04% Reduce -55.6% 23,251 $432K
Hennion & Walsh Asset Management, Inc. 0.02% Add +3.3% 23,023 $428K
Cwm, LLC 0.00% Add +105.6% 21,639 $402K
Manufacturers Life Insurance Company, The 0.00% Reduce -29.3% 20,557 $382K
Janney Montgomery Scott LLC 0.00% Add +3.7% 20,476 $381K
Ledgewood Wealth Advisors, LLC 0.24% Reduce -0.3% 19,164 $356K
Commerce Bank 0.00% Reduce -3.2% 18,890 $351K
Envestnet Asset Management Inc. 0.00% Add +44.5% 18,738 $348K
PNC Financial Services Group, Inc. 0.00% Add +1.1% 18,316 $340K
Engineers Gate Manager LP 0.01% Reduce -58.4% 18,166 $338K
Harbor Capital Advisors, Inc. 0.01% Add +5.9% 17,815 $331K
Arizona State Retirement System 0.00% Add +2.4% 16,906 $314K
Jacobs Levy Equity Management, Inc. 0.00% New 16,809 $312K
State Board of Administration of Florida Retirement System 0.00% No change 16,638 $309K
Cubist Systematic Strategies, LLC 0.00% Add +23047.1% 15,740 $293K
Quantbot Technologies LP 0.01% Reduce -49.6% 15,719 $292K
New York State Common Retirement Fund 0.00% Reduce -29.3% 15,444 $287K
Fox Run Management, L.L.C. 0.06% New 15,117 $281K
Gsa Capital Partners LLP 0.02% Reduce -37.7% 14,856 $276K
Foundry Partners, LLC 0.01% Add +8.5% 14,564 $271K
Stifel Financial Corp. 0.00% Reduce -8.3% 14,364 $267K
Savant Capital, LLC 0.00% New 12,193 $227K
Wealth Enhancement Advisory Services, LLC 0.00% New 11,943 $222K
CIBC Private Wealth Group LLC 0.00% Add +38.8% 11,433 $213K
Victory Capital Management Inc. 0.00% Reduce -19.4% 11,392 $212K
ProShare Advisors LLC 0.00% New 10,870 $202K
Captrust Financial Advisors 0.00% New 10,846 $202K
Invst, LLC 0.02% No change 10,690 $199K
Arrowstreet Capital, Limited Partnership 0.00% New 10,538 $196K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 10,436 $194K
Intech Investment Management LLC 0.00% New 10,353 $192K
Man Group plc 0.00% New 10,177 $189K
UMB Bank, n.a. 0.00% No change 9,550 $178K
CANADA LIFE ASSURANCE Co 0.00% Add +4.9% 9,497 $177K
Tower Research Capital LLC (TRC) 0.00% Reduce -54.5% 8,703 $162K
Meeder Asset Management Inc. 0.01% Add +98.3% 7,737 $144K
Caldwell Sutter Capital, Inc. 0.07% Reduce -3.0% 7,722 $144K
EMC Capital Management 0.09% Reduce -98.4% 150 $132K
Ameritas Investment Partners, Inc. 0.00% No change 5,792 $108K
Aquatic Capital Management LLC 0.00% New 5,600 $104K
Blue Bell Private Wealth Management, LLC 0.02% No change 5,475 $102K
Osaic Holdings, Inc. 0.00% Add +0.1% 4,560 $85K
State of Wyoming 0.01% Add +9.4% 4,540 $84K
Plante Moran Financial Advisors, LLC 0.01% No change 4,000 $74K
FMR LLC 0.00% Add +12.5% 3,338 $62K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Add +82.3% 3,055 $57K
Point72 Asset Management 0.00% Reduce -81.5% 3,000 $56K
nVerses Capital, LLC 0.02% Add +9.5% 2,300 $43K
Point72 (DIFC) Ltd 0.00% New 2,210 $41K
Parkside Financial Bank & Trust 0.01% Reduce -47.1% 2,120 $39K
Assetmark, Inc. 0.00% No change 2,024 $38K
Amalgamated Bank 0.00% No change 2,017 $37K
Annapolis Financial Services, LLC 0.01% No change 1,750 $33K
Earned Wealth Advisors, LLC 0.01% New 1,343 $25K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.3% 1,300 $24K
Tompkins Financial Corp. 0.00% No change 1,200 $22K
Public Employees Retirement System of Ohio 0.00% Add +5.3% 1,159 $22K
Nvwm, LLC 0.01% No change 1,147 $21K
Farther Finance Advisors, LLC 0.00% Reduce -2.8% 1,042 $19K
Nisa Investment Advisors, LLC 0.00% No change 1,032 $19K
Compass Wealth Management LLC 0.00% No change 1,000 $19K
Sandy Spring Bank 0.00% No change 900 $17K
First Horizon Advisors, Inc. 0.00% Add +24.3% 840 $16K
Quadrant Capital Group LLC 0.00% Reduce -17.5% 789 $15K
Allspring Global Investments Holdings, LLC 0.00% New 677 $13K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 512 $10K
Global Retirement Partners, LLC 0.00% No change 500 $9K
True Wealth Design, LLC 0.00% New 383 $7K
Lindbrook Capital, LLC 0.00% Reduce -22.3% 359 $7K
GAMMA Investing LLC 0.00% Add +56.4% 316 $6K
Planning Capital Management Corp 0.00% No change 310 $6K
City State Bank 0.00% No change 300 $6K
North Star Investment Management Corp. 0.00% No change 300 $6K
Johnson Financial Group, Inc. 0.00% New 278 $5K
NewEdge Advisors, LLC 0.00% No change 267 $5K
US Bancorp \de 0.00% No change 248 $5K
Sterling Capital Management LLC 0.00% — 203 $4K
Principal Securities, Inc. 0.00% No change 196 $4K
Key Financial Inc 0.00% No change 180 $3K
Versant Capital Management, Inc 0.00% No change 129 $2K
EverSource Wealth Advisors, LLC 0.00% No change 109 $2K
Covestor Ltd 0.00% Add +33.3% 84 $2K
Parallel Advisors, LLC 0.00% No change 99 $2K
Glen Eagle Advisors, LLC 0.00% No change 85 $2K
Rothschild Investment LLC 0.00% New 60 $1K
Bessemer Group Inc. 0.00% New 70 $1K
Signaturefd, LLC 0.00% No change 36 $669
Arax Advisory Partners 0.00% Reduce -47.1% 27 $502
Smartleaf Asset Management LLC 0.00% New 26 $476
Bruce G. Allen Investments, LLC 0.00% New 22 $409

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