Oceanfirst FinancialOCFC

13F holders, Q2 2025 (June 30)
193holders −12
13new positions
23sold out
7famous investors
$17.61avg. 13F price*

At the end of Q2 2025, 193 institutions reported holding Oceanfirst Financial Corp. (OCFC) in their 13F filings, down 12 from Q1 2025. 13 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($138.9M), Vanguard Group Inc. ($61.8M) and Dimensional Fund Advisors LP ($57.0M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ray Dalio (0.0% of Bridgewater Associates'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$9.5M
Exits23$5.0M

All 13F filers, Q1 2025 → Q2 2025: 2,083,889 shares bought and 2,028,788 shares sold, net +55,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 193 holders

BlackRock, Inc. 0.00% Reduce -2.5% 7,885,374 $138.9M
Vanguard Group Inc. 0.00% Reduce -0.2% 3,507,769 $61.8M
Dimensional Fund Advisors LP 0.01% Reduce -1.0% 3,237,537 $57.0M
Invesco Ltd. 0.01% Add +4.9% 1,817,211 $32.0M
State Street Corp. 0.00% Reduce -0.4% 1,715,923 $30.2M
Royce & Associates LP 0.27% Add +43.4% 1,471,270 $25.9M
Geode Capital Management, LLC 0.00% Reduce -1.4% 1,408,675 $24.8M
American Century Companies Inc. 0.01% Add +1.1% 1,340,968 $23.6M
GW&K Investment Management, LLC 0.21% Reduce -7.8% 1,312,207 $23.1M
Wellington Management Group LLP 0.00% Add +12.5% 1,206,751 $21.3M
Systematic Financial Management LP 0.46% Add +1.2% 983,771 $17.3M
JPMorgan Chase & Co. 0.00% Reduce -12.1% 881,504 $15.5M
Hotchkis & Wiley Capital Management LLC 0.04% Add +3.3% 757,620 $13.3M
Endeavour Capital Advisors Inc. 4.58% Add +0.0% 755,628 $13.3M
Nuveen, LLC 0.00% Reduce -2.6% 753,831 $13.3M
Ameriprise Financial Inc. 0.00% Add +2.8% 730,200 $12.9M
Glenmede Investment Management, LP 0.06% — 717,059 $12.6M
Charles Schwab Investment Management Inc. 0.00% Add +3.9% 656,833 $11.6M
MetLife Investment Management, LLC 0.06% Add +32.4% 614,783 $10.8M
Northern Trust Corp. 0.00% Reduce -3.4% 518,502 $9.1M
AQR Capital Management 0.01% Reduce -10.9% 514,427 $9.1M
LSV Asset Management 0.02% Add +7.1% 483,908 $8.5M
Bank of America Corp. 0.00% Reduce -4.0% 462,605 $8.1M
Bank of New York Mellon Corp 0.00% Add +3.0% 398,036 $7.0M
Two Sigma Advisers, LP 0.01% Add +7.0% 394,300 $6.9M
Two Sigma Investments, LP 0.01% Add +13.6% 380,130 $6.7M
Barclays PLC 0.00% Add +5.0% 355,886 $6.3M
Bridgeway Capital Management, LLC 0.13% Add +13.5% 301,802 $5.3M
CSM Advisors, LLC 0.15% New 294,184 $5.2M
Verition Fund Management LLC 0.03% Reduce -41.1% 291,059 $5.1M
Russell Investments Group, Ltd. 0.01% Reduce -0.5% 271,289 $4.8M
Goldman Sachs Group Inc. 0.00% Reduce -38.6% 244,681 $4.3M
State of Wisconsin Investment Board 0.01% Reduce -1.6% 223,291 $3.9M
Morgan Stanley 0.00% Reduce -17.6% 217,816 $3.8M
O'shaughnessy Asset Management, LLC 0.03% Add +35.2% 213,683 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +40.1% 199,109 $3.5M
Wells Fargo & Company 0.00% Add +8.8% 191,064 $3.4M
Hennessy Advisors Inc. 0.11% No change 190,000 $3.3M
Empowered Funds, LLC 0.04% Add +25.6% 176,479 $3.1M
Renaissance Technologies 0.00% Add +22.1% 167,052 $2.9M
Third Avenue Management LLC 0.59% Add +39.1% 162,238 $2.9M
GAMCO Investors 0.03% No change 159,000 $2.8M
UBS Group AG 0.00% Reduce -20.1% 158,289 $2.8M
T. Rowe Price Associates Inc. 0.00% Reduce -20.6% 154,755 $2.7M
Wedge Capital Management L L P 0.05% Add +9.6% 150,037 $2.6M
Federated Hermes, Inc. 0.00% Reduce -3.6% 148,319 $2.6M
Addison Capital Co 0.88% Add +0.1% 143,730 $2.5M
FMR LLC 0.00% Reduce -1.8% 143,325 $2.5M
Thrivent Financial for Lutherans 0.01% Reduce -39.5% 132,831 $2.3M
Fourthstone LLC 0.39% Add +49.7% 113,113 $2.0M
Swiss National Bank 0.00% Reduce -1.6% 111,533 $2.0M
Bridgewater Associates 0.01% New 109,911 $1.9M
Trexquant Investment LP 0.02% Reduce -15.8% 106,894 $1.9M
Jacobs Levy Equity Management, Inc. 0.01% Reduce -2.0% 99,132 $1.7M
Jane Street Group, LLC 0.00% Add +10.5% 97,627 $1.7M
Franklin Resources Inc. 0.00% Reduce -0.1% 96,265 $1.7M
Susquehanna International Group, LLP 0.00% Add +1.1% 93,298 $1.6M
Creative Planning 0.00% Add +124.5% 89,374 $1.6M
Rhumbline Advisers 0.00% Reduce -6.5% 83,862 $1.5M
Citadel Advisors 0.00% Reduce -46.6% 73,443 $1.3M
Mariner, LLC 0.00% Add +2.1% 72,939 $1.3M
Alliancebernstein L.P. 0.00% No change 68,229 $1.2M
Knights of Columbus Asset Advisors LLC 0.07% Reduce -3.0% 64,873 $1.1M
Legal & General Group Plc 0.00% Add +0.2% 64,785 $1.1M
First Trust Advisors LP 0.00% Add +6.3% 60,588 $1.1M
Sei Investments Co. 0.00% Add +11.5% 58,304 $1.0M
Citigroup Inc. 0.00% Reduce -21.1% 56,952 $1.0M
Curi Capital, LLC 0.02% Reduce -47.6% 52,377 $922K
Pinnacle Holdings, LLC 0.38% No change 51,240 $902K
California State Teachers Retirement System 0.00% Reduce -7.8% 50,403 $888K
Royal Bank of Canada 0.00% Reduce -3.5% 50,258 $886K
Mendon Capital Advisors Corp. 0.43% Reduce -50.0% 50,000 $881K
Commonwealth Equity Services, LLC 0.00% Add +1.1% 49,154 $866K
Arrowstreet Capital, Limited Partnership 0.00% Add +174.0% 46,718 $823K
D. E. Shaw & Co. 0.00% Reduce -37.5% 46,612 $821K
Ieq Capital, LLC 0.00% Add +63.3% 45,551 $802K
Rafferty Asset Management, LLC 0.00% Reduce -0.4% 45,450 $800K
Independent Advisor Alliance 0.02% Reduce -0.1% 45,000 $792K
Dark Forest Capital Management LP 0.03% New 43,893 $773K
Voya Investment Management LLC 0.00% Reduce -0.7% 43,510 $766K
Brandywine Global Investment Management, LLC 0.01% Reduce -3.6% 39,561 $697K
Deutsche Bank AG 0.00% Add +0.1% 38,624 $680K
STRS Ohio 0.00% Add +2.5% 37,600 $662K
Hennion & Walsh Asset Management, Inc. 0.03% Add +6.7% 37,537 $661K
Cerity Partners LLC 0.00% Reduce -17.2% 34,469 $607K
Gabelli Funds LLC 0.00% New 33,344 $587K
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 31,421 $553K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.3% 31,340 $552K
LPL Financial LLC 0.00% Reduce -16.6% 30,599 $539K
Allworth Financial LP 0.00% Add +0.6% 30,053 $529K
Corbyn Investment Management Inc. 0.24% No change 30,012 $529K
Mackenzie Financial Corp. 0.00% Add +10.5% 29,207 $514K
Comerica Bank 0.00% Add +15.5% 28,785 $507K
Engineers Gate Manager LP 0.01% Reduce -60.8% 28,280 $498K
KLP Kapitalforvaltning As 0.00% Reduce -7.4% 27,600 $486K
Aquatic Capital Management LLC 0.01% Add +184.7% 27,585 $486K
Intech Investment Management LLC 0.00% Reduce -34.7% 27,384 $482K
John G Ullman & Associates Inc. 0.07% Add +9.2% 27,200 $479K
Raymond James Financial Inc. 0.00% New 26,596 $468K
Eagle Wealth Strategies LLC 0.26% Reduce -11.6% 26,581 $468K

"% 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 193 holders