Oak Valley BancorpOVLY

13F holders, Q4 2025 (December 31)
74holders
5new positions
5sold out
4famous investors
$30.05avg. 13F price*

At the end of Q4 2025, 74 institutions reported holding Oak Valley Bancorp (OVLY) in their 13F filings, unchanged from Q3 2025. 5 opened new positions and 5 sold out. The largest holders were BlackRock, Inc. ($14.3M), Vanguard Group Inc. ($12.1M) and Siena Capital Partners GP, LLC ($9.7M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Oak Valley Bancorp
Filed as
OAK VY BANCORP OAKDALE CALIF (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$250K
Exits5$701K

All 13F filers, Q3 2025 → Q4 2025: 186,777 shares bought and 116,830 shares sold, net +69,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

BlackRock, Inc. 0.00% Reduce -0.1% 475,369 $14.3M
Vanguard Group Inc. 0.00% Reduce -0.4% 402,627 $12.1M
Siena Capital Partners GP, LLC 2.61% Reduce -9.9% 323,187 $9.7M
Fourthstone LLC 1.72% Add +84.1% 305,401 $9.2M
Geode Capital Management, LLC 0.00% Reduce -0.6% 159,581 $4.8M
Dimensional Fund Advisors LP 0.00% Add +6.3% 142,280 $4.3M
Cresset Asset Management, LLC 0.02% No change 140,282 $4.2M
State Street Corp. 0.00% Add +0.8% 99,225 $3.0M
Bridgeway Capital Management, LLC 0.04% Reduce -31.7% 58,279 $1.8M
Cetera Investment Advisers 0.00% Reduce -0.8% 45,003 $1.4M
Northern Trust Corp. 0.00% Reduce -9.2% 44,859 $1.3M
Goldman Sachs Group Inc. 0.00% Add +19.4% 42,897 $1.3M
FMR LLC 0.00% Add +17.9% 32,712 $983K
Morgan Stanley 0.00% Add +8.3% 30,772 $925K
RBF Capital, LLC 0.04% No change 30,000 $902K
Barclays PLC 0.00% Add +3.4% 28,594 $860K
Renaissance Technologies 0.00% Reduce -0.8% 24,773 $745K
HSBC Holdings PLC 0.00% Add +10.0% 23,513 $716K
Citadel Advisors 0.00% Reduce -26.1% 21,133 $635K
American Century Companies Inc. 0.00% No change 21,044 $633K
Charles Schwab Investment Management Inc. 0.00% Reduce -5.5% 19,865 $597K
Bank of America Corp. 0.00% Add +16.9% 19,084 $574K
AQR Capital Management 0.00% Add +9.1% 19,063 $573K
Arrowstreet Capital, Limited Partnership 0.00% No change 17,129 $515K
Bank of New York Mellon Corp 0.00% Reduce -0.9% 16,016 $481K
Seizert Capital Partners, LLC 0.02% No change 14,191 $427K
LPL Financial LLC 0.00% Add +10.4% 13,775 $414K
Martingale Asset Management L P 0.01% Add +12.1% 12,971 $390K
Wells Fargo & Company 0.00% Add +26.2% 11,667 $351K
Nuveen, LLC 0.00% No change 11,452 $344K
Millennium Management 0.00% Reduce -32.4% 11,424 $343K
Los Angeles Capital Management LLC 0.00% No change 11,720 $322K
Rhumbline Advisers 0.00% Reduce -15.6% 8,606 $259K
LSV Asset Management 0.00% No change 7,224 $217K
Jane Street Group, LLC 0.00% Reduce -7.1% 7,101 $213K
Legato Capital Management LLC 0.02% New 6,897 $207K
UBS Group AG 0.00% Reduce -19.2% 6,768 $203K
Acadian Asset Management LLC 0.00% Add +82.5% 5,085 $152K
MetLife Investment Management, LLC 0.00% No change 4,021 $121K
JPMorgan Chase & Co. 0.00% Reduce -33.2% 4,008 $120K
Deutsche Bank AG 0.00% Reduce -3.2% 3,539 $106K
Cwm, LLC 0.00% Add +2.0% 3,346 $101K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.2% 3,241 $97K
BNP Paribas Financial Markets 0.00% Add +6.1% 2,872 $86K
Royal Bank of Canada 0.00% Add +5.0% 2,172 $65K
New York State Common Retirement Fund 0.00% No change 2,057 $62K
Kestra Advisory Services, LLC 0.00% New 1,401 $42K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,370 $41K
Allworth Financial LP 0.00% Add +0.2% 1,038 $31K
Russell Investments Group, Ltd. 0.00% Add +29.9% 735 $22K
Legal & General Group Plc 0.00% No change 634 $19K
Ameritas Investment Partners, Inc. 0.00% No change 556 $17K
California State Teachers Retirement System 0.00% Reduce -15.2% 419 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -8.8% 403 $12K
Sterling Capital Management LLC 0.00% Reduce -16.5% 394 $12K
Amalgamated Bank 0.00% Reduce -5.3% 215 $6K
Citigroup Inc. 0.00% Reduce -80.5% 164 $5K
Essential Partners LLC 0.00% Add +4.8% 152 $5K
GAMMA Investing LLC 0.00% Reduce -6.9% 135 $4K
Optiver Holding B.V. 0.00% No change 104 $3K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.1% 87 $3K
EverSource Wealth Advisors, LLC 0.00% Add +1.2% 82 $2K
Covestor Ltd 0.00% Add +73.3% 26 $1K
IFP Advisors, Inc 0.00% Add +31.6% 25 $752
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 16 $481
Farther Finance Advisors, LLC 0.00% Reduce -97.5% 10 $301
True Wealth Design, LLC 0.00% Reduce -16.7% 5 $151
SBI Securities Co., Ltd. 0.00% No change 4 $120
Rothschild Investment LLC 0.00% Add +50.0% 3 $90
MAI Capital Management 0.00% New 2 $61
SJS Investment Consulting Inc. 0.00% New 2 $61
PNC Financial Services Group, Inc. 0.00% Reduce -98.3% 2 $60
Sunbelt Securities, Inc. 0.00% No change 2 $60
Caldwell Sutter Capital, Inc. 0.00% No change 1 $30

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