Oak Valley BancorpOVLY

13F holders, Q3 2024 (September 30)
57holders +1
8new positions
8sold out
2famous investors
$26.57avg. 13F price*

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

020406080100 Q1 2024: 53Q1 2024Q2 2024: 56Q2 2024Q3 2024: 57Q3 2024Q4 2024: 62Q4 2024Q1 2025: 68Q1 2025Q2 2025: 69Q2 2025Q3 2025: 74Q3 2025Q4 2025: 74Q4 2025Q1 2026: 80Q1 2026Q2 2026: 84Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$1.7M
Exits8$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.