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
Boston Partners 0.00% Add +0.1% 26,458 $466K
Janus Henderson Group PLC 0.00% No change 26,388 $465K
Balyasny Asset Management L.P. 0.00% Reduce -50.6% 26,279 $463K
Sykon Capital LLC 0.16% Reduce -49.5% 25,521 $449K
Quantbot Technologies LP 0.01% Reduce -17.5% 25,431 $448K
Prudential Financial Inc. 0.00% Add +15.6% 24,450 $431K
Denali Advisors LLC 0.04% No change 23,711 $418K
Bailard, Inc. 0.01% Reduce -48.2% 23,000 $405K
Harbor Capital Advisors, Inc. 0.02% Add +6.1% 21,961 $387K
New York State Common Retirement Fund 0.00% No change 21,744 $383K
Cwm, LLC 0.00% Reduce -7.9% 21,564 $380K
Choreo, LLC 0.01% Add +0.1% 21,362 $376K
Manufacturers Life Insurance Company, The 0.00% Add +4.5% 20,548 $362K
Quadrant Capital Group LLC 0.01% Reduce -3.5% 20,014 $352K
Public Employees Retirement System of Ohio 0.00% Reduce -0.3% 19,387 $341K
Gsa Capital Partners LLP 0.02% Reduce -53.9% 19,228 $339K
Ledgewood Wealth Advisors, LLC 0.21% No change 19,164 $337K
Janney Montgomery Scott LLC 0.00% Reduce -2.4% 19,069 $336K
Millennium Management 0.00% Reduce -57.4% 18,936 $333K
BNP Paribas Financial Markets 0.00% Reduce -46.2% 18,806 $331K
Commerce Bank 0.00% No change 18,495 $326K
Arizona State Retirement System 0.00% Add +1.4% 17,000 $299K
PNC Financial Services Group, Inc. 0.00% Add +0.2% 16,806 $296K
State Board of Administration of Florida Retirement System 0.00% No change 16,638 $293K
MQS Management LLC 0.16% New 16,008 $282K
Brevan Howard Capital Management LP 0.00% New 15,949 $281K
Quantinno Capital Management LP 0.00% Reduce -11.6% 15,722 $277K
Two Sigma Securities, LLC 0.03% Add +15.5% 14,392 $253K
HSBC Holdings PLC 0.00% Reduce -46.7% 14,003 $249K
Stifel Financial Corp. 0.00% Reduce -3.5% 13,853 $244K
Centiva Capital, LP 0.02% Add +7.9% 13,729 $242K
EP Wealth Advisors, LLC 0.00% Reduce -1.6% 13,464 $237K
Police & Firemen's Retirement System of New Jersey 0.00% Add +13.6% 13,283 $234K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 13,165 $232K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 13,132 $231K
Aigen Investment Management, LP 0.03% Add +22.6% 12,603 $222K
CWA Asset Management Group, LLC 0.01% No change 12,500 $220K
ProShare Advisors LLC 0.00% Reduce -5.8% 11,729 $207K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -14.1% 10,532 $198K
Fiduciary Trust Co 0.00% Add +0.7% 11,058 $195K
Farther Finance Advisors, LLC 0.00% Reduce -2.4% 10,537 $186K
CIBC Private Wealth Group LLC 0.00% Add +1.8% 10,386 $183K
CANADA LIFE ASSURANCE Co 0.00% Add +7.0% 10,285 $181K
Captrust Financial Advisors 0.00% Reduce -3.2% 10,221 $180K
Victory Capital Management Inc. 0.00% Reduce -3.1% 10,119 $178K
EMC Capital Management 0.09% Add +8.7% 9,952 $175K
Tower Research Capital LLC (TRC) 0.00% Add +458.0% 8,526 $150K
Caldwell Sutter Capital, Inc. 0.06% No change 7,722 $136K
SG Americas Securities, LLC 0.00% Reduce -84.4% 5,785 $102K
Ameritas Investment Partners, Inc. 0.00% No change 5,792 $102K
Global Retirement Partners, LLC 0.00% — 5,548 $98K
Blue Bell Private Wealth Management, LLC 0.02% No change 5,475 $96K
Wilmington Savings Fund Society, FSB 0.00% No change 5,000 $88K
North Star Investment Management Corp. 0.01% No change 4,794 $84K
Amalgamated Bank 0.00% No change 2,024 $36K
Assetmark, Inc. 0.00% No change 2,024 $36K
Osaic Holdings, Inc. 0.00% Add +1.4% 1,807 $32K
Versant Capital Management, Inc 0.00% Add +19.3% 1,653 $29K
Sterling Capital Management LLC 0.00% Add +55.3% 1,542 $27K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 1,342 $24K
Tompkins Financial Corp. 0.00% No change 1,200 $21K
AlphaQuest LLC 0.00% Reduce -31.8% 1,152 $20K
Nvwm, LLC 0.00% No change 1,147 $20K
First Horizon Advisors, Inc. 0.00% No change 994 $18K
EverSource Wealth Advisors, LLC 0.00% Add +669.9% 947 $17K
Atlantic Union Bankshares Corp 0.00% New 900 $16K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 689 $12K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 512 $9K
Quarry LP 0.00% Reduce -94.7% 385 $7K
ORG Partners LLC 0.00% No change 371 $7K
Nisa Investment Advisors, LLC 0.00% Reduce -63.8% 374 $7K
IFP Advisors, Inc 0.00% Add +31700.0% 318 $6K
GAMMA Investing LLC 0.00% Reduce -65.3% 297 $5K
NewEdge Advisors, LLC 0.00% No change 267 $5K
Parallel Advisors, LLC 0.00% Add +158.6% 256 $5K
US Bancorp \de 0.00% No change 248 $4K
Larson Financial Group LLC 0.00% New 225 $4K
HFM Investment Advisors, LLC 0.00% No change 214 $4K
Principal Securities, Inc. 0.00% No change 196 $3K
Key Financial Inc 0.00% No change 180 $3K
Signaturefd, LLC 0.00% Add +358.3% 165 $3K
Rothschild Investment LLC 0.00% Add +3.9% 135 $2K
Essential Partners LLC 0.00% — 123 $2K
Smartleaf Asset Management LLC 0.00% Add +303.9% 105 $2K
Parkside Financial Bank & Trust 0.00% Reduce -22.2% 105 $2K
Glen Eagle Advisors, LLC 0.00% No change 85 $1K
Spire Wealth Management 0.00% New 62 $1K
MAI Capital Management 0.00% New 59 $1K
Covestor Ltd 0.00% Reduce -9.2% 59 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 37 $651
Jones Financial Companies LLLP 0.00% New 30 $537
Arax Advisory Partners 0.00% Reduce -50.0% 27 $476
SBI Securities Co., Ltd. 0.00% Add +100.0% 4 $70

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