Oak Valley BancorpOVLY

13F holders, Q4 2024 (December 31)
62holders +5
5new positions
3sold out
2famous investors
$29.25avg. 13F price*

At the end of Q4 2024, 62 institutions reported holding Oak Valley Bancorp (OVLY) in their 13F filings, up 5 from Q3 2024. 5 opened new positions and 3 sold out. The largest holders were BlackRock, Inc. ($13.8M), Vanguard Group Inc. ($11.3M) and Siena Capital Partners GP, LLC ($10.5M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$2.6M
Exits3$1.5M

All 13F filers, Q3 2024 → Q4 2024: 129,107 shares bought and 90,395 shares sold, net +38,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

BlackRock, Inc. 0.00% Add +0.3% 470,597 $13.8M
Vanguard Group Inc. 0.00% Add +0.1% 385,086 $11.3M
Siena Capital Partners GP, LLC 2.89% No change 358,593 $10.5M
FMR LLC 0.00% Add +2.2% 221,972 $6.5M
Geode Capital Management, LLC 0.00% Reduce -0.2% 155,262 $4.5M
Cresset Asset Management, LLC 0.02% No change 140,282 $4.1M
M3F, Inc. 1.03% Reduce -9.4% 121,436 $3.6M
Bridgeway Capital Management, LLC 0.07% Reduce -0.5% 111,465 $3.3M
Dimensional Fund Advisors LP 0.00% Add +1.4% 108,971 $3.2M
State Street Corp. 0.00% Reduce -0.8% 85,655 $2.5M
Valmark Advisers, Inc. 0.03% New 59,009 $1.7M
Northern Trust Corp. 0.00% Reduce -1.2% 53,765 $1.6M
Empowered Funds, LLC 0.02% Reduce -5.8% 35,801 $1.0M
RBF Capital, LLC 0.05% No change 30,000 $878K
Morgan Stanley 0.00% Reduce -9.7% 27,600 $807K
Goldman Sachs Group Inc. 0.00% Add +32.4% 25,914 $758K
JPMorgan Chase & Co. 0.00% Add +118.8% 23,537 $688K
Renaissance Technologies 0.00% Reduce -18.3% 22,597 $661K
Kestra Advisory Services, LLC 0.00% New 21,118 $618K
American Century Companies Inc. 0.00% No change 21,044 $616K
Charles Schwab Investment Management Inc. 0.00% Add +8.8% 20,772 $608K
Barclays PLC 0.00% Add +8.9% 16,735 $490K
Bank of New York Mellon Corp 0.00% Reduce -25.3% 15,638 $457K
Seizert Capital Partners, LLC 0.02% Add +18.0% 14,539 $425K
Citadel Advisors 0.00% Reduce -11.6% 14,114 $413K
BNP Paribas Financial Markets 0.00% Reduce -8.4% 11,536 $337K
LPL Financial LLC 0.00% Reduce -14.8% 11,208 $328K
Two Sigma Investments, LP 0.00% Reduce -0.0% 10,472 $306K
Bank of America Corp. 0.00% Add +29.1% 10,394 $304K
UBS Group AG 0.00% Add +6.6% 9,876 $289K
HSBC Holdings PLC 0.00% Add +9.4% 9,330 $281K
Cetera Investment Advisers 0.00% No change 9,287 $272K
Nuveen Asset Management, LLC 0.00% No change 8,679 $254K
Rhumbline Advisers 0.00% Add +3.7% 8,402 $246K
Two Sigma Advisers, LP 0.00% No change 8,400 $246K
Wells Fargo & Company 0.00% Add +12.2% 8,000 $234K
Legato Capital Management LLC 0.03% New 7,245 $212K
Citigroup Inc. 0.00% Add +7.0% 5,606 $164K
Sierra Ocean, LLC 0.13% — 5,573 $163K
Royal Bank of Canada 0.00% Add +7.5% 5,558 $163K
New York State Common Retirement Fund 0.00% No change 4,057 $119K
MetLife Investment Management, LLC 0.00% No change 4,021 $118K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 3,928 $115K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 3,388 $99K
Deutsche Bank AG 0.00% New 2,030 $59K
Cwm, LLC 0.00% Add +1.8% 1,829 $53K
Tower Research Capital LLC (TRC) 0.00% Add +190.2% 1,506 $44K
Police & Firemen's Retirement System of New Jersey 0.00% — 1,370 $40K
Allworth Financial LP 0.00% No change 1,008 $27K
Legal & General Group Plc 0.00% No change 634 $19K
Ameritas Investment Partners, Inc. 0.00% No change 556 $16K
California State Teachers Retirement System 0.00% No change 494 $14K
Amalgamated Bank 0.00% No change 227 $7K
Sterling Capital Management LLC 0.00% Add +890.9% 218 $6K
SBI Securities Co., Ltd. 0.00% — 197 $6K
Principal Securities, Inc. 0.00% Reduce -20.8% 137 $4K
PNC Financial Services Group, Inc. 0.00% No change 118 $3K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.2% 88 $3K
Covestor Ltd 0.00% Reduce -29.4% 36 $1K
Arax Advisory Partners 0.00% No change 8 $234
GAMMA Investing LLC 0.00% New 5 $146
Caldwell Sutter Capital, Inc. 0.00% No change 1 $29

"% of holder's portfolio" is OVLY's weight in each manager's 13F, not the share of Oak Valley Bancorp the manager owns.