Oceanfirst FinancialOCFC

13F holders, Q4 2025 (December 31)
186holders −2
18new positions
23sold out
6famous investors
$17.95avg. 13F price*

At the end of Q4 2025, 186 institutions reported holding Oceanfirst Financial Corp. (OCFC) in their 13F filings, down 2 from Q3 2025. 18 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($127.5M), Vanguard Group Inc. ($61.2M) and Wellington Management Group LLP ($58.6M). 6 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$45.7M
Exits23$12.9M

All 13F filers, Q3 2025 → Q4 2025: 4,847,795 shares bought and 2,408,971 shares sold, net +2,438,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 186 holders

BlackRock, Inc. 0.00% Reduce -6.0% 7,104,966 $127.5M
Vanguard Group Inc. 0.00% Add +0.3% 3,407,118 $61.2M
Wellington Management Group LLP 0.01% Add +36.7% 3,265,615 $58.6M
Dimensional Fund Advisors LP 0.01% Reduce -0.1% 3,229,739 $58.0M
T. Rowe Price Investment Management, Inc. 0.02% New 2,171,316 $39.0M
Invesco Ltd. 0.00% Add +6.6% 1,998,148 $35.9M
State Street Corp. 0.00% Add +1.5% 1,817,711 $32.6M
Geode Capital Management, LLC 0.00% Reduce -2.0% 1,420,442 $25.5M
Royce & Associates LP 0.25% Reduce -17.8% 1,366,648 $24.5M
American Century Companies Inc. 0.01% Reduce -1.6% 1,299,509 $23.3M
GW&K Investment Management, LLC 0.19% Reduce -2.3% 1,252,035 $22.5M
Systematic Financial Management LP 0.51% Add +8.6% 1,202,031 $21.6M
Charles Schwab Investment Management Inc. 0.00% Add +9.3% 838,218 $15.0M
Endeavour Capital Advisors Inc. 4.00% Reduce -10.8% 799,997 $14.4M
JPMorgan Chase & Co. 0.00% Reduce -11.1% 741,585 $13.3M
MetLife Investment Management, LLC 0.06% Add +13.7% 717,093 $12.9M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -1.1% 704,025 $12.6M
Glenmede Trust Co. NA 0.05% — 621,003 $11.1M
Nuveen, LLC 0.00% Reduce -15.2% 617,634 $11.1M
Ameriprise Financial Inc. 0.00% Reduce -4.7% 566,984 $10.2M
Two Sigma Investments, LP 0.02% Add +42.2% 553,815 $9.9M
LSV Asset Management 0.02% Add +5.1% 506,708 $9.1M
Northern Trust Corp. 0.00% Reduce -7.1% 481,155 $8.6M
Bank of New York Mellon Corp 0.00% Add +18.3% 468,196 $8.4M
Two Sigma Advisers, LP 0.02% Add +0.1% 453,400 $8.1M
AQR Capital Management 0.00% Reduce -6.4% 444,355 $8.0M
Bank of America Corp. 0.00% Reduce -10.6% 425,276 $7.6M
Russell Investments Group, Ltd. 0.01% Reduce -6.7% 367,884 $6.6M
CSM Advisors, LLC 0.16% Add +12.9% 322,414 $5.8M
Goldman Sachs Group Inc. 0.00% Add +17.4% 316,543 $5.7M
Bridgeway Capital Management, LLC 0.12% No change 316,185 $5.7M
Morgan Stanley 0.00% Add +57.5% 287,200 $5.2M
State of Wisconsin Investment Board 0.01% Add +5.1% 234,650 $4.2M
Wells Fargo & Company 0.00% Add +12.3% 233,012 $4.2M
Kestrel Investment Management Corp. 2.00% Reduce -3.5% 197,050 $3.5M
Third Avenue Management LLC 0.63% Add +18.8% 192,807 $3.5M
First Trust Advisors LP 0.00% Add +301.9% 188,874 $3.4M
Verition Fund Management LLC 0.02% Reduce -13.9% 188,780 $3.4M
FMR LLC 0.00% Add +30.0% 186,235 $3.3M
Hennessy Advisors Inc. 0.11% Add +2.9% 180,000 $3.2M
Barclays PLC 0.00% Add +17.3% 178,397 $3.2M
UBS Group AG 0.00% Add +66.7% 165,402 $3.0M
GAMCO Investors 0.03% No change 159,000 $2.9M
Bessemer Group Inc. 0.00% New 158,180 $2.8M
Renaissance Technologies 0.00% Reduce -13.0% 143,043 $2.6M
O'shaughnessy Asset Management, LLC 0.01% Reduce -4.6% 142,210 $2.6M
Wedge Capital Management L L P 0.04% Reduce -2.0% 135,275 $2.4M
Addison Capital Co 0.55% Reduce -9.3% 122,723 $2.2M
Swiss National Bank 0.00% No change 113,133 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.6% 102,806 $1.8M
Creative Planning 0.00% Add +4.4% 100,651 $1.8M
Stifel Financial Corp. 0.00% Add +632.2% 98,661 $1.8M
Bridgewater Associates 0.01% Reduce -23.1% 94,255 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +3.2% 74,387 $1.3M
Jane Street Group, LLC 0.00% Reduce -0.2% 73,503 $1.3M
TD Asset Management Inc 0.00% New 73,444 $1.3M
Mariner, LLC 0.00% Reduce -1.0% 72,680 $1.3M
Rhumbline Advisers 0.00% Reduce -14.3% 69,378 $1.2M
Alliancebernstein L.P. 0.00% No change 68,229 $1.2M
Franklin Resources Inc. 0.00% Reduce -35.3% 66,198 $1.2M
Trexquant Investment LP 0.01% Add +234.9% 62,744 $1.1M
Sei Investments Co. 0.00% Add +7.3% 58,806 $1.1M
ExodusPoint Capital Management, LP 0.01% Add +2.2% 54,570 $980K
California State Teachers Retirement System 0.00% Reduce -0.2% 53,865 $967K
Legal & General Group Plc 0.00% Reduce -16.0% 53,238 $956K
Citadel Advisors 0.00% Reduce -25.3% 52,394 $940K
Citigroup Inc. 0.00% Add +25.2% 51,781 $929K
Pinnacle Holdings, LLC 0.35% No change 51,240 $920K
Rafferty Asset Management, LLC 0.00% Reduce -9.8% 49,723 $893K
Royal Bank of Canada 0.00% Add +7.7% 48,457 $869K
Deutsche Bank AG 0.00% Add +7.3% 46,488 $834K
Arrowstreet Capital, Limited Partnership 0.00% Add +245.7% 45,599 $819K
Independent Advisor Alliance 0.02% No change 45,000 $808K
Commonwealth Equity Services, LLC 0.00% Reduce -23.5% 44,253 $794K
Brandywine Global Investment Management, LLC 0.00% Reduce -2.2% 38,004 $682K
LPL Financial LLC 0.00% Reduce -0.5% 37,796 $678K
Ieq Capital, LLC 0.00% Reduce -6.0% 37,738 $677K
STRS Ohio 0.00% Reduce -7.8% 35,700 $641K
Cerity Partners LLC 0.00% Add +1.0% 34,424 $618K
HighTower Advisors, LLC 0.00% New 33,726 $605K
Jump Financial, LLC 0.01% Add +21.1% 33,204 $596K
Gabelli Funds LLC 0.00% Add +3.2% 32,344 $581K
KLP Kapitalforvaltning As 0.00% Add +2.9% 32,000 $574K
Allworth Financial LP 0.00% Reduce -0.0% 30,075 $540K
Corbyn Investment Management Inc. 0.25% No change 30,012 $539K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -24.6% 29,702 $533K
Quantinno Capital Management LP 0.00% Add +15.6% 28,875 $518K
Comerica Bank 0.00% Reduce -2.8% 27,981 $502K
SG Americas Securities, LLC 0.00% Reduce -18.6% 27,787 $499K
John G Ullman & Associates Inc. 0.06% No change 27,000 $485K
Greenwood Capital Associates LLC 0.05% New 26,976 $484K
Eagle Wealth Strategies LLC 0.22% No change 26,581 $477K
Janus Henderson Group PLC 0.00% No change 26,388 $473K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.8% 26,090 $468K
Manufacturers Life Insurance Company, The 0.00% Reduce -7.7% 25,697 $461K
Sykon Capital LLC 0.15% No change 25,521 $458K
Envestnet Asset Management Inc. 0.00% Reduce -6.8% 24,169 $434K
Harbor Capital Advisors, Inc. 0.03% Add +7.3% 23,967 $430K
Cwm, LLC 0.00% Add +0.6% 23,447 $421K
World Investment Advisors 0.01% New 21,990 $395K
Intech Investment Management LLC 0.00% Reduce -22.9% 21,127 $379K
Choreo, LLC 0.00% Reduce -3.7% 20,490 $375K
Engineers Gate Manager LP 0.00% Add +11.2% 20,600 $370K
Boston Partners 0.00% Reduce -11.0% 20,486 $368K
Quadrant Capital Group LLC 0.01% No change 20,014 $359K
Ledgewood Wealth Advisors, LLC 0.20% Reduce -0.8% 19,004 $341K
Janney Montgomery Scott LLC 0.00% Reduce -4.1% 18,264 $328K
PNC Financial Services Group, Inc. 0.00% Reduce -3.6% 17,733 $318K
Commerce Bank 0.00% Reduce -1.0% 17,370 $312K
State Board of Administration of Florida Retirement System 0.00% No change 16,638 $299K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +1.7% 16,353 $294K
Arizona State Retirement System 0.00% Reduce -7.6% 15,970 $287K
Police & Firemen's Retirement System of New Jersey 0.00% No change 15,841 $284K
New York State Common Retirement Fund 0.00% Reduce -29.0% 15,444 $277K
Raymond James Financial Inc. 0.00% Reduce -56.0% 15,306 $275K
Virtu Financial LLC 0.01% New 15,132 $272K
Captrust Financial Advisors 0.00% Reduce -1.8% 14,139 $254K
EP Wealth Advisors, LLC 0.00% — 13,784 $247K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 13,132 $236K
CWA Asset Management Group, LLC 0.01% Add +1.7% 12,714 $228K
BNP Paribas Financial Markets 0.00% Add +8.0% 12,369 $222K
nVerses Capital, LLC 0.48% — 11,968 $215K
Voya Investment Management LLC 0.00% Reduce -68.0% 11,391 $204K
Beacon Pointe Advisors, LLC 0.00% Add +1.9% 11,207 $201K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.9% 11,448 $200K
Fiduciary Trust Co 0.00% Reduce -0.2% 11,033 $198K
CIBC Private Wealth Group LLC 0.00% No change 10,691 $192K
Millennium Management 0.00% New 10,670 $192K
Corient Private Wealth LP 0.00% New 10,370 $186K
CANADA LIFE ASSURANCE Co 0.00% Add +0.7% 10,346 $186K
ProShare Advisors LLC 0.00% New 10,274 $184K
Farther Finance Advisors, LLC 0.00% Reduce -3.6% 10,141 $182K
Byrne Asset Management LLC 0.09% New 8,630 $155K
EMC Capital Management 0.07% Reduce -15.0% 8,459 $152K
Tower Research Capital LLC (TRC) 0.00% Add +79.6% 6,726 $121K
Global Retirement Partners, LLC 0.00% No change 5,548 $100K
Aquatic Capital Management LLC 0.00% Reduce -78.2% 5,406 $97K
Caldwell Sutter Capital, Inc. 0.04% Reduce -32.5% 5,209 $94K
North Star Investment Management Corp. 0.01% No change 4,794 $86K
Ameritas Investment Partners, Inc. 0.00% No change 4,778 $86K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -4.5% 4,275 $77K
Simplex Trading, LLC 0.00% New 3,408 $61K
Sterling Capital Management LLC 0.00% Reduce -17.8% 3,254 $58K
State of Alaska, Department of Revenue 0.00% No change 2,326 $41K
Assetmark, Inc. 0.00% No change 2,024 $36K
Amalgamated Bank 0.00% Reduce -12.8% 1,766 $32K
Versant Capital Management, Inc 0.00% No change 1,436 $26K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.6% 1,373 $25K
Tompkins Financial Corp. 0.00% No change 1,200 $22K
Public Employees Retirement System of Ohio 0.00% Reduce -71.3% 1,177 $21K
AlphaQuest LLC 0.00% Reduce -90.7% 1,152 $21K
Nvwm, LLC 0.00% No change 1,147 $21K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +58.2% 1,090 $20K
Atlantic Union Bankshares Corp 0.00% No change 900 $16K
EverSource Wealth Advisors, LLC 0.00% Reduce -6.1% 713 $13K
Rockefeller Capital Management L.P. 0.00% New 553 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 512 $9K
Osaic Holdings, Inc. 0.00% Reduce -39.1% 473 $8K
GAMMA Investing LLC 0.00% Add +11.9% 434 $8K
Nisa Investment Advisors, LLC 0.00% Reduce -5.3% 374 $7K
IFP Advisors, Inc 0.00% No change 324 $6K
Eurizon Capital SGR S.p.A. 0.00% — 280 $5K
Quarry LP 0.00% New 277 $5K
NewEdge Advisors, LLC 0.00% No change 267 $5K
Parallel Advisors, LLC 0.00% No change 256 $5K
Colonial Trust Co / SC 0.00% New 245 $4K
US Bancorp \de 0.00% No change 248 $4K
Larson Financial Group LLC 0.00% No change 225 $4K
HFM Investment Advisors, LLC 0.00% No change 214 $4K
Essential Partners LLC 0.00% Add +7.8% 207 $4K
Key Financial Inc 0.00% No change 180 $3K
Brown Brothers Harriman & Co. 0.00% New 180 $3K
Sunbelt Securities, Inc. 0.00% Add +5.6% 132 $2K
Signaturefd, LLC 0.00% Reduce -5.8% 129 $2K
Arax Advisory Partners 0.00% Reduce -99.2% 123 $2K
Los Angeles Capital Management LLC 0.00% New 100 $2K
Glen Eagle Advisors, LLC 0.00% No change 85 $2K
Optiver Holding B.V. 0.00% Reduce -72.3% 78 $1K
Covestor Ltd 0.00% Reduce -27.3% 32 $1K
Jones Financial Companies LLLP 0.00% No change 54 $975
Rothschild Investment LLC 0.00% Add +40.0% 42 $754
Smallwood Wealth Investment Management, LLC 0.00% No change 37 $664
Smartleaf Asset Management LLC 0.00% No change 26 $475
Trust Co 0.00% New 24 $431
True Wealth Design, LLC 0.00% Add +50.0% 15 $270
SBI Securities Co., Ltd. 0.00% Reduce -66.7% 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.