Oak Valley BancorpOVLY
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.6M |
| Exits | 3 | $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.