Oceanfirst FinancialOCFC

13F holders, Q1 2025 (March 31)
205holders +8
23new positions
14sold out
6famous investors
$17.01avg. 13F price*

At the end of Q1 2025, 205 institutions reported holding Oceanfirst Financial Corp. (OCFC) in their 13F filings, up 8 from Q4 2024. 23 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($137.5M), Vanguard Group Inc. ($59.8M) and Dimensional Fund Advisors LP ($55.6M). 6 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions23$18.4M
Exits14$7.2M

All 13F filers, Q4 2024 → Q1 2025: 3,830,115 shares bought and 2,560,989 shares sold, net +1,269,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 205 holders

BlackRock, Inc. 0.00% Add +0.2% 8,084,384 $137.5M
Vanguard Group Inc. 0.00% Add +1.8% 3,516,177 $59.8M
Dimensional Fund Advisors LP 0.01% Add +1.3% 3,270,086 $55.6M
Invesco Ltd. 0.01% Add +3.4% 1,731,785 $29.5M
State Street Corp. 0.00% Reduce -3.7% 1,722,990 $29.3M
Geode Capital Management, LLC 0.00% Add +1.9% 1,428,273 $24.3M
GW&K Investment Management, LLC 0.22% Reduce -2.9% 1,423,527 $24.2M
American Century Companies Inc. 0.01% Add +9.7% 1,326,378 $22.6M
Wellington Management Group LLP 0.00% Add +7.3% 1,072,375 $18.2M
Royce & Associates LP 0.19% Add +34.3% 1,026,099 $17.5M
JPMorgan Chase & Co. 0.00% Reduce -11.9% 1,002,994 $17.1M
Systematic Financial Management LP 0.47% Add +0.8% 971,994 $16.5M
Nuveen, LLC 0.00% — 773,663 $13.2M
Endeavour Capital Advisors Inc. 4.77% Add +15.8% 755,528 $12.9M
Glenmede Trust Co. NA 0.07% New 738,076 $12.6M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -4.8% 733,610 $12.5M
Ameriprise Financial Inc. 0.00% Add +1.4% 710,232 $12.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -13.9% 632,186 $10.8M
AQR Capital Management 0.01% Reduce -23.5% 577,501 $9.8M
Northern Trust Corp. 0.00% Reduce -3.0% 536,733 $9.1M
Verition Fund Management LLC 0.05% Add +87.9% 493,906 $8.4M
Bank of America Corp. 0.00% Add +58.9% 482,032 $8.2M
MetLife Investment Management, LLC 0.04% Add +1226.5% 464,258 $7.9M
LSV Asset Management 0.02% Add +41.8% 451,868 $7.7M
Goldman Sachs Group Inc. 0.00% Reduce -36.1% 398,388 $6.8M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 386,390 $6.6M
Two Sigma Advisers, LP 0.01% Add +19.3% 368,500 $6.3M
Barclays PLC 0.00% Reduce -9.0% 339,082 $5.8M
Two Sigma Investments, LP 0.01% Add +23.9% 334,689 $5.7M
Foundry Partners, LLC 0.27% Reduce -0.2% 303,155 $5.2M
Russell Investments Group, Ltd. 0.01% Add +25.0% 272,579 $4.6M
Bridgeway Capital Management, LLC 0.11% Add +2.9% 265,804 $4.5M
Morgan Stanley 0.00% Reduce -30.2% 264,322 $4.5M
State of Wisconsin Investment Board 0.01% Add +0.8% 226,947 $3.9M
Thrivent Financial for Lutherans 0.01% Add +4.8% 219,475 $3.7M
UBS Group AG 0.00% Add +48.9% 198,151 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +18.9% 194,906 $3.3M
Hennessy Advisors Inc. 0.11% Reduce -5.0% 190,000 $3.2M
Wells Fargo & Company 0.00% Add +13.6% 175,613 $3.0M
GAMCO Investors 0.03% No change 159,000 $2.7M
O'shaughnessy Asset Management, LLC 0.02% Add +12.4% 158,074 $2.7M
Federated Hermes, Inc. 0.01% Add +1.4% 153,801 $2.6M
FMR LLC 0.00% Add +188.9% 145,978 $2.5M
Addison Capital Co 0.96% Add +0.0% 143,593 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.6% 142,122 $2.4M
Empowered Funds, LLC 0.03% Add +5.5% 140,481 $2.4M
Citadel Advisors 0.00% Add +65.5% 137,458 $2.3M
Wedge Capital Management L L P 0.05% Reduce -23.4% 136,883 $2.3M
Renaissance Technologies 0.00% Reduce -17.2% 136,843 $2.3M
Trexquant Investment LP 0.03% Add +9.8% 126,961 $2.2M
Third Avenue Management LLC 0.40% Add +91.7% 116,643 $2.0M
Swiss National Bank 0.00% Reduce -1.1% 113,333 $1.9M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -2.6% 101,207 $1.7M
Mendon Capital Advisors Corp. 0.79% Add +100.0% 100,000 $1.7M
Curi Capital, LLC 0.04% Add +100.0% 100,000 $1.7M
Franklin Resources Inc. 0.00% Add +2.5% 96,367 $1.6M
Susquehanna International Group, LLP 0.00% Add +154.0% 92,257 $1.6M
Rhumbline Advisers 0.00% Reduce -4.9% 89,649 $1.5M
Jane Street Group, LLC 0.00% Add +107.0% 88,353 $1.5M
Fourthstone LLC 0.32% New 75,547 $1.3M
D. E. Shaw & Co. 0.00% Add +202.5% 74,531 $1.3M
Engineers Gate Manager LP 0.02% Add +44.3% 72,225 $1.2M
Citigroup Inc. 0.00% Reduce -11.3% 72,214 $1.2M
Mariner, LLC 0.00% Add +8.2% 71,454 $1.2M
Alliancebernstein L.P. 0.00% No change 68,229 $1.2M
Knights of Columbus Asset Advisors LLC 0.08% Add +2.7% 66,915 $1.1M
Legal & General Group Plc 0.00% Add +0.4% 64,668 $1.1M
First Trust Advisors LP 0.00% Add +9.9% 56,976 $969K
California State Teachers Retirement System 0.00% No change 54,638 $929K
Balyasny Asset Management L.P. 0.00% Reduce -29.3% 53,220 $905K
Sei Investments Co. 0.00% Reduce -16.2% 52,273 $889K
Royal Bank of Canada 0.00% Reduce -1.4% 52,075 $886K
Pinnacle Holdings, LLC 0.38% No change 51,240 $872K
Sykon Capital LLC 0.33% Reduce -0.3% 50,521 $859K
Commonwealth Equity Services, LLC 0.00% Reduce -0.6% 48,642 $827K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -42.4% 47,838 $814K
Rafferty Asset Management, LLC 0.00% Reduce -12.4% 45,636 $776K
Independent Advisor Alliance 0.03% Add +0.1% 45,041 $766K
Cubist Systematic Strategies, LLC 0.01% Reduce -32.5% 44,767 $761K
Millennium Management 0.00% Reduce -72.4% 44,433 $756K
Bailard, Inc. 0.02% No change 44,371 $755K
Voya Investment Management LLC 0.00% Add +28.1% 43,800 $745K
Intech Investment Management LLC 0.01% Add +55.7% 41,949 $714K
Gsa Capital Partners LLP 0.06% Reduce -21.8% 41,697 $709K
Cerity Partners LLC 0.00% Add +7.9% 41,609 $708K
Brandywine Global Investment Management, LLC 0.01% New 41,023 $698K
Creative Planning 0.00% Reduce -19.5% 39,803 $677K
Deutsche Bank AG 0.00% Reduce -10.8% 38,584 $656K
SG Americas Securities, LLC 0.00% New 37,151 $632K
STRS Ohio 0.00% Reduce -2.9% 36,700 $624K
LPL Financial LLC 0.00% Reduce -19.0% 36,675 $624K
Hennion & Walsh Asset Management, Inc. 0.03% Add +19.2% 35,194 $599K
BNP Paribas Financial Markets 0.00% Reduce -7.6% 34,927 $594K
Keeley-Teton Advisors, LLC 0.07% Add +36.4% 34,197 $582K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 34,193 $582K
Envestnet Asset Management Inc. 0.00% Add +61.6% 31,441 $535K
Squarepoint Ops LLC 0.00% Reduce -25.1% 31,341 $533K
Quantbot Technologies LP 0.02% Add +90.6% 30,813 $524K
Eagle Wealth Strategies LLC 0.31% Add +0.1% 30,052 $511K
Corbyn Investment Management Inc. 0.24% No change 30,012 $511K

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

Show all 205 holders