Oak Valley BancorpOVLY
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 57 institutions reported holding Oak Valley Bancorp (OVLY) in their 13F filings, up 1 from Q2 2024. 8 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($12.5M), Vanguard Group Inc. ($10.2M) and Siena Capital Partners GP, LLC ($9.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Oak Valley Bancorp
- Filed as
- OAK VY BANCORP OAKDALE CALIF (Q3 2024)
- CUSIP
- 671807105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.7M |
| Exits | 8 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 129,795 shares bought and 131,993 shares sold, net −2,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| BlackRock, Inc. | 0.00% | — | 469,248 | $12.5M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 384,524 | $10.2M |
| Siena Capital Partners GP, LLC | 2.75% | No change | 358,593 | $9.5M |
| FMR LLC | 0.00% | Add +0.4% | 217,128 | $5.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 155,526 | $4.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -2.2% | 140,282 | $3.7M |
| M3F, Inc. | 1.10% | Add +1.3% | 133,984 | $3.6M |
| Bridgeway Capital Management, LLC | 0.06% | Add +3.1% | 111,968 | $3.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +12.5% | 107,472 | $2.9M |
| State Street Corp. | 0.00% | Add +0.6% | 86,390 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 54,439 | $1.4M |
| Banc Funds Co. LLC | 0.13% | Reduce -39.6% | 43,822 | $1.2M |
| Empowered Funds, LLC | 0.02% | Add +5.2% | 38,004 | $1.0M |
| Morgan Stanley | 0.00% | Add +84.5% | 30,572 | $812K |
| RBF Capital, LLC | 0.04% | No change | 30,000 | $797K |
| Renaissance Technologies | 0.00% | Reduce -19.8% | 27,673 | $735K |
| American Century Companies Inc. | 0.00% | No change | 21,044 | $559K |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.4% | 20,922 | $556K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,571 | $520K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.0% | 19,093 | $507K |
| Citadel Advisors | 0.00% | Reduce -18.5% | 15,961 | $424K |
| Barclays PLC | 0.00% | Add +122.8% | 15,368 | $408K |
| LPL Financial LLC | 0.00% | New | 13,159 | $350K |
| BNP Paribas Financial Markets | 0.00% | Reduce -29.9% | 12,600 | $335K |
| Seizert Capital Partners, LLC | 0.01% | New | 12,322 | $327K |
| Fourthstone LLC | 0.07% | New | 11,110 | $295K |
| JPMorgan Chase & Co. | 0.00% | Add +123.6% | 10,755 | $286K |
| Two Sigma Investments, LP | 0.00% | Reduce -4.0% | 10,473 | $278K |
| Cetera Investment Advisers | 0.00% | Reduce -6.9% | 9,287 | $247K |
| UBS Group AG | 0.00% | Add +0.6% | 9,262 | $246K |
| Nuveen Asset Management, LLC | 0.00% | No change | 8,679 | $231K |
| HSBC Holdings PLC | 0.00% | New | 8,527 | $230K |
| Two Sigma Advisers, LP | 0.00% | Reduce -1.2% | 8,400 | $223K |
| Rhumbline Advisers | 0.00% | Add +12.3% | 8,100 | $215K |
| Bank of America Corp. | 0.00% | Add +16.4% | 8,051 | $214K |
| Wells Fargo & Company | 0.00% | Add +1.9% | 7,128 | $189K |
| Citigroup Inc. | 0.00% | Add +198.2% | 5,240 | $139K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 5,168 | $137K |
| New York State Common Retirement Fund | 0.00% | No change | 4,057 | $108K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,021 | $107K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +16.0% | 3,776 | $100K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 3,644 | $97K |
| Cwm, LLC | 0.00% | Add +2.6% | 1,796 | $48K |
| Allworth Financial LP | 0.00% | No change | 1,008 | $27K |
| Legal & General Group Plc | 0.00% | No change | 634 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 556 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.0% | 519 | $14K |
| California State Teachers Retirement System | 0.00% | No change | 494 | $13K |
| Amalgamated Bank | 0.00% | No change | 227 | $6K |
| Principal Securities, Inc. | 0.00% | Reduce -5.0% | 173 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | New | 118 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 90 | $2K |
| Covestor Ltd | 0.00% | Reduce -36.3% | 51 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 32 | $850 |
| Sterling Capital Management LLC | 0.00% | — | 22 | $585 |
| Arax Advisory Partners | 0.00% | No change | 8 | $213 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is OVLY's weight in each manager's 13F, not the share of Oak Valley Bancorp the manager owns.