Oceanfirst FinancialOCFC

13F holders, Q4 2024 (December 31)
197holders +3
15new positions
15sold out
7famous investors
$18.10avg. 13F price*

At the end of Q4 2024, 197 institutions reported holding Oceanfirst Financial Corp. (OCFC) in their 13F filings, up 3 from Q3 2024. 15 opened new positions and 15 sold out. The largest holders were BlackRock, Inc. ($146.0M), Vanguard Group Inc. ($62.5M) and Dimensional Fund Advisors LP ($58.4M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions15$11.2M
Exits15$5.2M

All 13F filers, Q3 2024 → Q4 2024: 2,880,807 shares bought and 1,896,768 shares sold, net +984,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 197 holders

BlackRock, Inc. 0.00% Add +1.7% 8,064,941 $146.0M
Vanguard Group Inc. 0.00% Reduce -0.4% 3,454,662 $62.5M
Dimensional Fund Advisors LP 0.01% Add +1.7% 3,228,902 $58.4M
State Street Corp. 0.00% Add +6.7% 1,789,119 $32.4M
Invesco Ltd. 0.01% Add +4.2% 1,675,259 $30.3M
GW&K Investment Management, LLC 0.23% Reduce -2.5% 1,465,362 $26.5M
Geode Capital Management, LLC 0.00% Reduce -1.4% 1,402,243 $25.4M
American Century Companies Inc. 0.01% Add +11.2% 1,208,800 $21.9M
JPMorgan Chase & Co. 0.00% Reduce -8.3% 1,138,685 $20.6M
Wellington Management Group LLP 0.00% Reduce -7.7% 999,525 $18.1M
Systematic Financial Management LP 0.44% Add +5.2% 964,646 $17.5M
Nuveen Asset Management, LLC 0.00% Reduce -11.5% 773,483 $14.0M
Hotchkis & Wiley Capital Management LLC 0.05% Add +2.6% 770,610 $13.9M
Royce & Associates LP 0.13% Add +4.1% 763,840 $13.8M
AQR Capital Management 0.02% Reduce -3.7% 754,478 $13.7M
Boston Partners 0.02% Add +2.8% 733,190 $13.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.5% 733,985 $13.3M
Ameriprise Financial Inc. 0.00% Add +3.6% 700,247 $12.7M
Mesirow Institutional Investment Management, Inc. 0.97% Add +34.4% 697,788 $12.6M
Endeavour Capital Advisors Inc. 3.76% Reduce -18.5% 652,153 $11.8M
Goldman Sachs Group Inc. 0.00% Add +31.3% 623,471 $11.3M
Northern Trust Corp. 0.00% Add +5.3% 553,363 $10.0M
Bank of New York Mellon Corp 0.00% Reduce -13.5% 390,793 $7.1M
Morgan Stanley 0.00% Add +2.0% 378,908 $6.9M
Barclays PLC 0.00% Add +24.5% 372,771 $6.7M
LSV Asset Management 0.01% Reduce -35.1% 318,715 $5.8M
Two Sigma Advisers, LP 0.01% Reduce -4.4% 308,900 $5.6M
Foundry Partners, LLC 0.28% Add +1985.9% 303,794 $5.5M
Bank of America Corp. 0.00% Reduce -0.3% 303,274 $5.5M
Two Sigma Investments, LP 0.01% Reduce -17.0% 270,233 $4.9M
Verition Fund Management LLC 0.02% New 262,845 $4.8M
Bridgeway Capital Management, LLC 0.10% Reduce -6.7% 258,445 $4.7M
State of Wisconsin Investment Board 0.01% Add +7.9% 225,025 $4.1M
Russell Investments Group, Ltd. 0.01% Reduce -27.5% 218,073 $3.9M
Thrivent Financial for Lutherans 0.01% Reduce -13.2% 209,459 $3.8M
Hennessy Advisors Inc. 0.11% Reduce -9.1% 200,000 $3.6M
Wedge Capital Management L L P 0.06% Reduce -1.1% 178,794 $3.2M
Renaissance Technologies 0.00% Reduce -5.7% 165,352 $3.0M
T. Rowe Price Associates Inc. 0.00% Add +48.5% 163,883 $3.0M
Millennium Management 0.00% Add +121.7% 160,837 $2.9M
GAMCO Investors 0.03% No change 159,000 $2.9M
Wells Fargo & Company 0.00% Add +6.0% 154,565 $2.8M
Federated Hermes, Inc. 0.01% Reduce -17.8% 151,663 $2.7M
Basswood Capital Management, L.L.C. 0.16% New 148,890 $2.7M
Addison Capital Co 1.03% Reduce -3.7% 143,588 $2.6M
O'shaughnessy Asset Management, LLC 0.02% Add +27.5% 140,665 $2.5M
Empowered Funds, LLC 0.04% Add +5.1% 133,122 $2.4M
UBS Group AG 0.00% Add +132.4% 133,087 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +15.4% 130,860 $2.4M
Trexquant Investment LP 0.02% Add +59.2% 115,653 $2.1M
Swiss National Bank 0.00% No change 114,633 $2.1M
Tudor Investment Corporation 0.02% Add +57.4% 106,912 $1.9M
Jacobs Levy Equity Management, Inc. 0.01% Add +518.5% 103,961 $1.9M
Rhumbline Advisers 0.00% Add +2.0% 94,274 $1.7M
Franklin Resources Inc. 0.00% Add +18.1% 94,007 $1.7M
Citadel Advisors 0.00% Reduce -15.4% 83,082 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +30.7% 83,017 $1.5M
Citigroup Inc. 0.00% Add +2.7% 81,446 $1.5M
Balyasny Asset Management L.P. 0.00% Add +64.3% 75,238 $1.4M
Alliancebernstein L.P. 0.00% No change 68,229 $1.2M
Cubist Systematic Strategies, LLC 0.02% Add +321.1% 66,275 $1.2M
Mariner, LLC 0.00% Reduce -2.1% 66,057 $1.2M
Knights of Columbus Asset Advisors LLC 0.08% Add +0.3% 65,141 $1.2M
Legal & General Group Plc 0.00% Add +4.1% 64,394 $1.2M
Comerica Bank 0.00% Reduce -1.3% 63,674 $1.2M
Qube Research & Technologies Ltd 0.00% Add +79.9% 62,544 $1.1M
Sei Investments Co. 0.00% Reduce -31.4% 62,407 $1.1M
Third Avenue Management LLC 0.21% New 60,859 $1.1M
California State Teachers Retirement System 0.00% Reduce -1.3% 54,638 $989K
Gsa Capital Partners LLP 0.07% Add +259.0% 53,332 $965K
Royal Bank of Canada 0.00% Reduce -0.1% 52,810 $956K
Rafferty Asset Management, LLC 0.00% Reduce -22.6% 52,093 $943K
First Trust Advisors LP 0.00% Reduce -78.5% 51,823 $938K
Pinnacle Holdings, LLC 0.40% Reduce -0.4% 51,240 $927K
Sykon Capital LLC 0.32% No change 50,700 $918K
FMR LLC 0.00% Add +1413.6% 50,525 $915K
Engineers Gate Manager LP 0.02% Add +175.5% 50,054 $906K
Mendon Capital Advisors Corp. 0.51% No change 50,000 $905K
Curi Capital, LLC 0.02% No change 50,000 $905K
Creative Planning 0.00% Add +18.8% 49,428 $895K
Commonwealth Equity Services, LLC 0.00% Reduce -4.6% 48,920 $885K
LPL Financial LLC 0.00% Add +8.4% 45,257 $819K
Independent Advisor Alliance 0.01% No change 45,000 $815K
Bailard, Inc. 0.02% Add +5.2% 44,371 $803K
Deutsche Bank AG 0.00% Add +59.3% 43,277 $783K
AlphaQuest LLC 0.10% Add +85.3% 43,078 $780K
Jane Street Group, LLC 0.00% Reduce -40.3% 42,680 $773K
Squarepoint Ops LLC 0.00% Add +66.0% 41,873 $758K
Cerity Partners LLC 0.00% Reduce -7.9% 38,576 $701K
STRS Ohio 0.00% No change 37,800 $684K
BNP Paribas Financial Markets 0.00% Reduce -43.9% 37,795 $684K
Susquehanna International Group, LLP 0.00% Reduce -17.2% 36,325 $657K
MetLife Investment Management, LLC 0.00% Add +7.3% 34,999 $633K
Voya Investment Management LLC 0.00% Reduce -4.8% 34,183 $619K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.6% 32,732 $592K
Allworth Financial LP 0.00% New 30,286 $575K
Prudential Financial Inc. 0.00% Reduce -40.4% 30,115 $545K
Eagle Wealth Strategies LLC 0.39% Add +0.1% 30,014 $543K
Corbyn Investment Management Inc. 0.24% No change 30,012 $543K
KLP Kapitalforvaltning As 0.00% — 29,800 $539K
Hennion & Walsh Asset Management, Inc. 0.02% Add +28.2% 29,519 $534K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 28,601 $518K
Intech Investment Management LLC 0.00% Add +160.2% 26,937 $488K
Janus Henderson Group PLC 0.00% No change 26,388 $478K
HSBC Holdings PLC 0.00% Reduce -41.0% 25,538 $455K
Keeley-Teton Advisors, LLC 0.05% Reduce -13.7% 25,074 $454K
John G Ullman & Associates Inc. 0.07% Reduce -1.2% 24,800 $449K
Ieq Capital, LLC 0.00% New 24,642 $446K
D. E. Shaw & Co. 0.00% Reduce -78.1% 24,636 $446K
Jump Financial, LLC 0.01% Reduce -28.1% 24,338 $441K
Cwm, LLC 0.00% Add +11.9% 24,207 $438K
Mackenzie Financial Corp. 0.00% New 23,877 $432K
Public Employees Retirement System of Ohio 0.00% Add +1810.1% 22,138 $401K
Cornercap Investment Counsel Inc. 0.13% Reduce -37.0% 21,859 $396K
Janney Montgomery Scott LLC 0.00% Reduce -0.8% 20,311 $368K
Manufacturers Life Insurance Company, The 0.00% Reduce -2.7% 19,995 $362K
Dark Forest Capital Management LP 0.05% New 19,684 $356K
Envestnet Asset Management Inc. 0.00% Add +3.8% 19,454 $352K
Ledgewood Wealth Advisors, LLC 0.22% No change 19,164 $347K
Commerce Bank 0.00% Reduce -1.0% 18,705 $339K
PNC Financial Services Group, Inc. 0.00% Reduce -6.7% 17,095 $309K
Arizona State Retirement System 0.00% Add +0.3% 16,965 $307K
State Board of Administration of Florida Retirement System 0.00% No change 16,638 $301K
ProShare Advisors LLC 0.00% Add +49.0% 16,202 $293K
Quantbot Technologies LP 0.01% Add +2.8% 16,164 $293K
New York State Common Retirement Fund 0.00% No change 15,444 $280K
EJF Capital LP 0.19% Reduce -41.3% 15,363 $278K
Harbor Capital Advisors, Inc. 0.01% Reduce -13.9% 15,336 $278K
HRT Financial LP 0.00% Reduce -35.4% 15,326 $277K
Tower Research Capital LLC (TRC) 0.01% Add +66.9% 14,525 $263K
Stifel Financial Corp. 0.00% Reduce -0.1% 14,357 $260K
Aquatic Capital Management LLC 0.01% Add +155.7% 14,319 $259K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.9% 14,319 $259K
Graham Capital Management, L.P. 0.01% New 13,476 $244K
CWA Asset Management Group, LLC 0.01% New 12,500 $226K
Savant Capital, LLC 0.00% Reduce -0.1% 12,179 $220K
Two Sigma Securities, LLC 0.04% New 11,754 $213K
Captrust Financial Advisors 0.00% Add +8.1% 11,728 $212K
Police & Firemen's Retirement System of New Jersey 0.00% — 11,689 $212K
Victory Capital Management Inc. 0.00% Add +0.6% 11,455 $207K
PharVision Advisers, LLC 0.16% — 10,590 $192K
Farther Finance Advisors, LLC 0.01% Add +911.7% 10,542 $191K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 10,436 $189K
Cary Street Partners Financial LLC 0.01% — 10,129 $183K
CIBC Private Wealth Group LLC 0.00% Reduce -13.7% 9,870 $178K
EMC Capital Management 0.09% Add +6001.3% 9,152 $166K
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.5% 9,167 $166K
Acadian Asset Management LLC 0.00% Reduce -76.2% 9,210 $165K
Meeder Asset Management Inc. 0.01% No change 7,737 $140K
Caldwell Sutter Capital, Inc. 0.07% No change 7,722 $140K
Ameritas Investment Partners, Inc. 0.00% No change 5,792 $105K
Global Retirement Partners, LLC 0.00% Add +1009.6% 5,548 $100K
Blue Bell Private Wealth Management, LLC 0.02% No change 5,475 $99K
North Star Investment Management Corp. 0.01% Add +1498.0% 4,794 $87K
State of Wyoming 0.01% Reduce -2.1% 4,445 $80K
Plante Moran Financial Advisors, LLC 0.01% No change 4,000 $72K
Venturi Wealth Management, LLC 0.00% New 3,600 $65K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Add +4.9% 3,204 $58K
Quarry LP 0.01% New 3,153 $57K
Parkside Financial Bank & Trust 0.01% No change 2,120 $38K
Amalgamated Bank 0.00% No change 2,017 $37K
Assetmark, Inc. 0.00% No change 2,024 $37K
Sterling Capital Management LLC 0.00% Add +807.9% 1,843 $33K
Versant Capital Management, Inc 0.01% Add +1036.4% 1,466 $27K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.0% 1,313 $24K
R Squared Ltd 0.02% — 1,240 $22K
Tompkins Financial Corp. 0.00% No change 1,200 $22K
Nvwm, LLC 0.01% No change 1,147 $21K
Nisa Investment Advisors, LLC 0.00% No change 1,032 $19K
First Horizon Advisors, Inc. 0.00% Add +7.5% 903 $16K
Sandy Spring Bank 0.00% No change 900 $16K
Quadrant Capital Group LLC 0.00% No change 789 $14K
Osaic Holdings, Inc. 0.00% Reduce -85.5% 661 $12K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 512 $9K
GAMMA Investing LLC 0.00% Add +35.4% 428 $8K
US Bancorp \de 0.00% Add +69.0% 419 $8K
True Wealth Design, LLC 0.00% No change 383 $7K
Lindbrook Capital, LLC 0.00% Add +5.0% 377 $7K
City State Bank 0.00% No change 300 $5K
NewEdge Advisors, LLC 0.00% No change 267 $5K
EverSource Wealth Advisors, LLC 0.00% Add +120.2% 240 $4K
Johnson Financial Group, Inc. 0.00% Reduce -21.2% 219 $4K
Principal Securities, Inc. 0.00% No change 196 $4K
Key Financial Inc 0.00% No change 180 $3K
Covestor Ltd 0.00% Reduce -1.2% 83 $2K
Signaturefd, LLC 0.00% Add +205.6% 110 $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% Add +25.0% 75 $1K
Cary Street Partners Investment Advisory LLC 0.00% New 62 $1K
Bessemer Group Inc. 0.00% No change 70 $1K
Arax Advisory Partners 0.00% No change 27 $489
Huntington National Bank 0.00% New 26 $471
Smartleaf Asset Management LLC 0.00% No change 26 $463
Bruce G. Allen Investments, LLC 0.00% No change 22 $398
SBI Securities Co., Ltd. 0.00% — 2 $36
IFP Advisors, Inc 0.00% New 1 $18

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