Oak Valley BancorpOVLY

13F holders, Q2 2025 (June 30)
69holders +1
8new positions
8sold out
4famous investors
$27.24avg. 13F price*

At the end of Q2 2025, 69 institutions reported holding Oak Valley Bancorp (OVLY) in their 13F filings, up 1 from Q1 2025. 8 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($12.3M), Vanguard Group Inc. ($11.2M) and Siena Capital Partners GP, LLC ($9.8M). 4 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 (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$1.4M
Exits8$2.3M

All 13F filers, Q1 2025 → Q2 2025: 164,157 shares bought and 167,187 shares sold, net −3,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 69 holders

BlackRock, Inc. 0.00% Reduce -5.5% 450,651 $12.3M
Vanguard Group Inc. 0.00% Add +7.5% 412,724 $11.2M
Siena Capital Partners GP, LLC 2.86% No change 358,593 $9.8M
Geode Capital Management, LLC 0.00% Add +1.6% 161,422 $4.4M
Fourthstone LLC 0.76% Add +36.3% 141,400 $3.9M
Cresset Asset Management, LLC 0.02% No change 140,282 $3.8M
Dimensional Fund Advisors LP 0.00% Add +9.0% 129,120 $3.5M
M3F, Inc. 0.87% Reduce -7.0% 113,840 $3.1M
State Street Corp. 0.00% Add +10.6% 98,874 $2.7M
Bridgeway Capital Management, LLC 0.06% Reduce -1.3% 91,225 $2.5M
Northern Trust Corp. 0.00% Reduce -2.0% 51,540 $1.4M
Cetera Investment Advisers 0.00% Reduce -0.8% 45,365 $1.2M
RBF Capital, LLC 0.04% No change 30,000 $817K
Citadel Advisors 0.00% Add +0.7% 27,460 $748K
Morgan Stanley 0.00% Add +6.3% 26,880 $732K
Barclays PLC 0.00% Add +24.7% 25,789 $702K
Empowered Funds, LLC 0.01% Reduce -1.6% 25,524 $695K
Renaissance Technologies 0.00% Reduce -14.2% 24,273 $661K
Kestra Advisory Services, LLC 0.00% New 21,118 $575K
American Century Companies Inc. 0.00% No change 21,044 $573K
FMR LLC 0.00% Add +33.3% 20,725 $565K
Charles Schwab Investment Management Inc. 0.00% Add +3.1% 20,183 $550K
Arrowstreet Capital, Limited Partnership 0.00% No change 17,129 $467K
Bank of New York Mellon Corp 0.00% Reduce -0.6% 15,886 $433K
HSBC Holdings PLC 0.00% Add +20.9% 15,037 $409K
Goldman Sachs Group Inc. 0.00% Reduce -35.5% 14,619 $398K
Seizert Capital Partners, LLC 0.02% Reduce -2.4% 14,191 $387K
Bank of America Corp. 0.00% Reduce -6.9% 12,819 $349K
Millennium Management 0.00% Reduce -11.2% 12,384 $337K
Los Angeles Capital Management LLC 0.00% New 11,720 $319K
Nuveen, LLC 0.00% Add +31.9% 11,452 $312K
Rhumbline Advisers 0.00% Add +59.4% 10,401 $283K
LPL Financial LLC 0.00% Reduce -15.9% 9,424 $257K
Susquehanna International Group, LLP 0.00% Reduce -14.4% 8,640 $235K
UBS Group AG 0.00% Reduce -16.1% 8,545 $233K
Wells Fargo & Company 0.00% Add +3.7% 8,387 $228K
AQR Capital Management 0.00% New 7,738 $211K
Jane Street Group, LLC 0.00% New 7,629 $208K
Sierra Ocean, LLC 0.11% No change 5,573 $152K
Royal Bank of Canada 0.00% Add +3.8% 5,200 $142K
JPMorgan Chase & Co. 0.00% Reduce -56.1% 4,852 $132K
New York State Common Retirement Fund 0.00% No change 4,057 $111K
MetLife Investment Management, LLC 0.00% No change 4,021 $110K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.4% 3,740 $102K
Deutsche Bank AG 0.00% No change 3,657 $100K
Citigroup Inc. 0.00% Reduce -43.2% 2,964 $81K
LSV Asset Management 0.00% New 2,917 $79K
Cwm, LLC 0.00% Add +7.9% 2,279 $62K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,370 $37K
BNP Paribas Financial Markets 0.00% Reduce -89.0% 1,212 $33K
Tower Research Capital LLC (TRC) 0.00% Add +196.1% 1,134 $31K
Allworth Financial LP 0.00% Add +0.9% 1,017 $28K
Legal & General Group Plc 0.00% No change 634 $17K
Ameritas Investment Partners, Inc. 0.00% No change 556 $15K
California State Teachers Retirement System 0.00% No change 494 $13K
Raymond James Financial Inc. 0.00% New 279 $8K
Amalgamated Bank 0.00% No change 227 $6K
Sterling Capital Management LLC 0.00% Add +57.4% 192 $5K
GAMMA Investing LLC 0.00% New 145 $4K
Principal Securities, Inc. 0.00% Reduce -8.0% 126 $3K
PNC Financial Services Group, Inc. 0.00% No change 118 $3K
Essential Partners LLC 0.00% — 84 $2K
Harbor Capital Advisors, Inc. 0.00% No change 88 $2K
EverSource Wealth Advisors, LLC 0.00% Add +642.9% 52 $1K
IFP Advisors, Inc 0.00% New 14 $381
SBI Securities Co., Ltd. 0.00% Reduce -98.0% 4 $109
True Wealth Design, LLC 0.00% Reduce -75.0% 1 $28
Caldwell Sutter Capital, Inc. 0.00% No change 1 $27
Covestor Ltd 0.00% Reduce -11.1% 16 $0

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