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
KLP Kapitalforvaltning As 0.00% No change 29,800 $507K
Allworth Financial LP 0.00% Reduce -1.4% 29,868 $493K
Y-Intercept (Hong Kong) Ltd 0.03% New 28,424 $483K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 28,182 $479K
Ieq Capital, LLC 0.00% Add +13.2% 27,896 $475K
Janus Henderson Group PLC 0.00% No change 26,388 $450K
Mackenzie Financial Corp. 0.00% Add +10.7% 26,427 $450K
Boston Partners 0.00% Reduce -96.4% 26,418 $449K
HSBC Holdings PLC 0.00% Add +2.9% 26,272 $448K
Comerica Bank 0.00% Reduce -60.9% 24,913 $424K
John G Ullman & Associates Inc. 0.07% Add +0.4% 24,900 $424K
Denali Advisors LLC 0.05% New 23,711 $403K
Cwm, LLC 0.00% Reduce -3.3% 23,417 $398K
PharVision Advisers, LLC 0.54% Add +117.4% 23,023 $392K
New York State Common Retirement Fund 0.00% Add +40.8% 21,744 $370K
Choreo, LLC 0.01% New 21,338 $363K
Prudential Financial Inc. 0.00% Reduce -29.8% 21,155 $360K
Quadrant Capital Group LLC 0.01% Add +2528.4% 20,738 $353K
Harbor Capital Advisors, Inc. 0.02% Add +35.0% 20,704 $352K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.7% 19,663 $334K
Janney Montgomery Scott LLC 0.00% Reduce -3.8% 19,536 $332K
Public Employees Retirement System of Ohio 0.00% Reduce -12.2% 19,438 $331K
Ledgewood Wealth Advisors, LLC 0.21% No change 19,164 $326K
Commerce Bank 0.00% Reduce -1.1% 18,495 $315K
Graham Capital Management, L.P. 0.01% Add +33.2% 17,952 $305K
Jump Financial, LLC 0.00% Reduce -26.4% 17,901 $304K
Quantinno Capital Management LP 0.00% New 17,786 $303K
Arrowstreet Capital, Limited Partnership 0.00% New 17,050 $290K
PNC Financial Services Group, Inc. 0.00% Reduce -1.9% 16,768 $285K
Arizona State Retirement System 0.00% Reduce -1.2% 16,761 $285K
State Board of Administration of Florida Retirement System 0.00% No change 16,638 $283K
Stifel Financial Corp. 0.00% Add +0.0% 14,360 $244K
EP Wealth Advisors, LLC 0.00% New 13,687 $233K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 13,165 $224K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +25.8% 13,132 $223K
HRT Financial LP 0.00% Reduce -14.9% 13,044 $221K
Cibc World Markets Corp. 0.00% New 12,765 $217K
Centiva Capital, LP 0.01% New 12,723 $216K
CWA Asset Management Group, LLC 0.01% No change 12,500 $213K
Two Sigma Securities, LLC 0.03% Add +6.0% 12,459 $212K
ProShare Advisors LLC 0.00% Reduce -23.1% 12,452 $212K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.4% 12,254 $208K
Police & Firemen's Retirement System of New Jersey 0.00% No change 11,689 $199K
Fiduciary Trust Co 0.00% New 10,978 $187K
Farther Finance Advisors, LLC 0.00% Add +2.4% 10,793 $183K
Captrust Financial Advisors 0.00% Reduce -10.0% 10,556 $180K
Victory Capital Management Inc. 0.00% Reduce -8.8% 10,448 $178K
Aigen Investment Management, LP 0.03% New 10,279 $175K
Cary Street Partners Financial LLC 0.01% No change 10,129 $172K
Aquatic Capital Management LLC 0.00% Reduce -32.3% 9,691 $165K
CANADA LIFE ASSURANCE Co 0.00% Add +4.8% 9,612 $163K
EMC Capital Management 0.09% No change 9,152 $156K
CIBC Private Wealth Group LLC 0.00% Add +3.4% 10,207 $152K
Meeder Asset Management Inc. 0.01% No change 7,737 $132K
Caldwell Sutter Capital, Inc. 0.06% No change 7,722 $131K
Quarry LP 0.03% Add +132.3% 7,325 $125K
Ameritas Investment Partners, Inc. 0.00% No change 5,792 $99K
Blue Bell Private Wealth Management, LLC 0.02% No change 5,475 $93K
Wilmington Savings Fund Society, FSB 0.00% New 5,000 $85K
State of Wyoming 0.01% Add +8.2% 4,811 $82K
North Star Investment Management Corp. 0.01% No change 4,794 $82K
Coldstream Capital Management Inc. 0.00% New 3,784 $64K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -22.3% 2,490 $42K
Assetmark, Inc. 0.00% No change 2,024 $34K
Amalgamated Bank 0.00% Add +0.3% 2,024 $34K
Osaic Holdings, Inc. 0.00% Add +169.6% 1,782 $30K
AlphaQuest LLC 0.00% Reduce -96.1% 1,688 $29K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.5% 1,528 $26K
Versant Capital Management, Inc 0.00% Reduce -5.5% 1,386 $24K
Point72 (DIFC) Ltd 0.00% New 1,337 $23K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 1,327 $23K
Tompkins Financial Corp. 0.00% No change 1,200 $20K
Nvwm, LLC 0.01% No change 1,147 $20K
Nisa Investment Advisors, LLC 0.00% No change 1,032 $18K
First Horizon Advisors, Inc. 0.00% Add +10.1% 994 $17K
Sterling Capital Management LLC 0.00% Reduce -46.1% 993 $17K
Sandy Spring Bank 0.00% No change 900 $15K
GAMMA Investing LLC 0.00% Add +100.2% 857 $15K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 512 $9K
ORG Partners LLC 0.00% New 371 $6K
Lindbrook Capital, LLC 0.00% Reduce -4.8% 359 $6K
City State Bank 0.00% No change 300 $5K
NewEdge Advisors, LLC 0.00% No change 267 $5K
US Bancorp \de 0.00% Reduce -40.8% 248 $4K
True Wealth Design, LLC 0.00% Reduce -35.8% 246 $4K
HFM Investment Advisors, LLC 0.00% — 214 $4K
Mather Group, Llc. 0.00% New 210 $4K
Principal Securities, Inc. 0.00% No change 196 $4K
Key Financial Inc 0.00% No change 180 $3K
Parkside Financial Bank & Trust 0.00% Reduce -93.6% 135 $2K
Rothschild Investment LLC 0.00% Add +73.3% 130 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -48.8% 123 $2K
Parallel Advisors, LLC 0.00% No change 99 $2K
Glen Eagle Advisors, LLC 0.00% No change 85 $1K
Cary Street Partners Investment Advisory LLC 0.00% No change 62 $1K
Covestor Ltd 0.00% Reduce -21.7% 65 $1K
Acadian Asset Management LLC 0.00% Reduce -98.8% 108 $1K
Simplex Trading, LLC 0.00% New 93 $1K
Arax Advisory Partners 0.00% Add +100.0% 54 $919
Smallwood Wealth Investment Management, LLC 0.00% New 37 $629
Signaturefd, LLC 0.00% Reduce -67.3% 36 $612
Smartleaf Asset Management LLC 0.00% No change 26 $443
Stephens Consulting, LLC 0.00% New 20 $341
SBI Securities Co., Ltd. 0.00% No change 2 $34
IFP Advisors, Inc 0.00% No change 1 $17

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