Oak Valley BancorpOVLY

13F holders, Q1 2025 (March 31)
68holders +6
10new positions
4sold out
3famous investors
$24.96avg. 13F price*

At the end of Q1 2025, 68 institutions reported holding Oak Valley Bancorp (OVLY) in their 13F filings, up 6 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($11.9M), Vanguard Group Inc. ($9.6M) and Siena Capital Partners GP, LLC ($9.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Oak Valley Bancorp
Filed as
OAK VY BANCORP OAKDALE CALIF (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$3.8M
Exits4$830K

All 13F filers, Q4 2024 → Q1 2025: 247,571 shares bought and 290,492 shares sold, net −42,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

BlackRock, Inc. 0.00% Add +1.4% 476,944 $11.9M
Vanguard Group Inc. 0.00% Reduce -0.3% 383,971 $9.6M
Siena Capital Partners GP, LLC 2.66% No change 358,593 $9.0M
Geode Capital Management, LLC 0.00% Add +2.3% 158,830 $4.0M
Cresset Asset Management, LLC 0.02% No change 140,282 $3.5M
M3F, Inc. 0.84% Add +0.8% 122,436 $3.1M
Dimensional Fund Advisors LP 0.00% Add +8.7% 118,488 $3.0M
Fourthstone LLC 0.64% New 103,708 $2.6M
Bridgeway Capital Management, LLC 0.06% Reduce -17.1% 92,447 $2.3M
State Street Corp. 0.00% Add +4.4% 89,406 $2.2M
Valmark Advisers, Inc. 0.02% Add +1.7% 60,009 $1.5M
Northern Trust Corp. 0.00% Reduce -2.2% 52,585 $1.3M
Cetera Investment Advisers 0.00% Add +392.3% 45,719 $1.1M
RBF Capital, LLC 0.05% No change 30,000 $749K
Renaissance Technologies 0.00% Add +25.1% 28,273 $706K
Citadel Advisors 0.00% Add +93.2% 27,271 $681K
Empowered Funds, LLC 0.01% Reduce -27.5% 25,948 $648K
Morgan Stanley 0.00% Reduce -8.4% 25,277 $631K
Goldman Sachs Group Inc. 0.00% Reduce -12.5% 22,665 $566K
American Century Companies Inc. 0.00% No change 21,044 $525K
Barclays PLC 0.00% Add +23.6% 20,677 $516K
Charles Schwab Investment Management Inc. 0.00% Reduce -5.7% 19,583 $489K
Arrowstreet Capital, Limited Partnership 0.00% New 17,129 $428K
Bank of New York Mellon Corp 0.00% Add +2.2% 15,988 $399K
FMR LLC 0.00% Reduce -93.0% 15,549 $388K
Seizert Capital Partners, LLC 0.02% No change 14,539 $363K
Millennium Management 0.00% New 13,945 $348K
Bank of America Corp. 0.00% Add +32.4% 13,765 $344K
HSBC Holdings PLC 0.00% Add +33.3% 12,434 $314K
LPL Financial LLC 0.00% No change 11,208 $280K
JPMorgan Chase & Co. 0.00% Reduce -53.0% 11,053 $276K
BNP Paribas Financial Markets 0.00% Reduce -4.4% 11,028 $275K
UBS Group AG 0.00% Add +3.1% 10,185 $254K
Susquehanna International Group, LLP 0.00% New 10,097 $252K
Two Sigma Investments, LP 0.00% Reduce -6.4% 9,798 $245K
Squarepoint Ops LLC 0.00% New 8,868 $221K
Nuveen, LLC 0.00% — 8,679 $217K
Two Sigma Advisers, LP 0.00% No change 8,400 $210K
Wells Fargo & Company 0.00% Add +1.1% 8,090 $202K
Rhumbline Advisers 0.00% Reduce -22.3% 6,526 $163K
Sierra Ocean, LLC 0.11% No change 5,573 $139K
Citigroup Inc. 0.00% Reduce -7.0% 5,216 $130K
Royal Bank of Canada 0.00% Reduce -9.9% 5,010 $124K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.0% 4,084 $102K
New York State Common Retirement Fund 0.00% No change 4,057 $101K
MetLife Investment Management, LLC 0.00% No change 4,021 $100K
Deutsche Bank AG 0.00% Add +80.2% 3,657 $91K
Corebridge Financial, Inc. 0.00% Reduce -1.4% 3,339 $83K
Cwm, LLC 0.00% Add +15.5% 2,112 $53K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,370 $34K
Allworth Financial LP 0.00% No change 1,008 $25K
Legal & General Group Plc 0.00% No change 634 $16K
Ameritas Investment Partners, Inc. 0.00% No change 556 $14K
California State Teachers Retirement System 0.00% No change 494 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.6% 383 $10K
Amalgamated Bank 0.00% No change 227 $6K
SBI Securities Co., Ltd. 0.00% No change 197 $5K
Principal Securities, Inc. 0.00% No change 137 $4K
Sterling Capital Management LLC 0.00% Reduce -44.0% 122 $3K
Picton Mahoney Asset Management 0.00% New 93 $3K
PNC Financial Services Group, Inc. 0.00% No change 118 $3K
Harbor Capital Advisors, Inc. 0.00% No change 88 $2K
Coldstream Capital Management Inc. 0.00% New 32 $799
Nisa Investment Advisors, LLC 0.00% New 8 $200
EverSource Wealth Advisors, LLC 0.00% New 7 $175
True Wealth Design, LLC 0.00% New 4 $100
Caldwell Sutter Capital, Inc. 0.00% No change 1 $25
Covestor Ltd 0.00% Reduce -50.0% 18 $0

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