Oak Valley BancorpOVLY

13F holders, Q1 2026 (March 31)
80holders +6
5new positions
2sold out
4famous investors
$32.43avg. 13F price*

At the end of Q1 2026, 80 institutions reported holding Oak Valley Bancorp (OVLY) in their 13F filings, up 6 from Q4 2025. 5 opened new positions and 2 sold out. The largest holders were BlackRock, Inc. ($13.9M), Fourthstone LLC ($13.3M) and Siena Capital Partners GP, LLC ($10.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Oak Valley Bancorp
Filed as
OAK VY BANCORP OAKDALE CALIF (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$1.0M
Exits2$219K

All 13F filers, Q4 2025 → Q1 2026: 217,972 shares bought and 118,775 shares sold, net +99,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

BlackRock, Inc. 0.00% Reduce -10.1% 427,315 $13.9M
Fourthstone LLC 2.26% Add +34.6% 411,189 $13.3M
Siena Capital Partners GP, LLC 2.72% No change 323,187 $10.5M
Vanguard Capital Management LLC 0.00% — 318,507 $10.3M
Dimensional Fund Advisors LP 0.00% Add +11.2% 158,145 $5.1M
Geode Capital Management, LLC 0.00% Reduce -2.0% 156,344 $5.1M
Cresset Asset Management, LLC 0.02% No change 140,282 $4.5M
State Street Corp. 0.00% Add +7.0% 106,149 $3.4M
Bridgeway Capital Management, LLC 0.04% Reduce -3.4% 56,279 $1.8M
Northern Trust Corp. 0.00% Add +9.9% 49,287 $1.6M
Goldman Sachs Group Inc. 0.00% Add +11.3% 47,721 $1.5M
Cetera Investment Advisers 0.00% Add +0.0% 45,014 $1.5M
Vanguard Fiduciary Trust Co. 0.00% — 43,179 $1.4M
Vanguard Portfolio Management LLC 0.00% — 39,472 $1.3M
Renaissance Technologies 0.00% Add +42.8% 35,375 $1.1M
FMR LLC 0.00% Add +0.1% 32,729 $1.1M
RBF Capital, LLC 0.05% No change 30,000 $973K
Morgan Stanley 0.00% Reduce -20.4% 24,490 $794K
Kestra Advisory Services, LLC 0.00% Add +1578.7% 23,519 $763K
American Century Companies Inc. 0.00% Add +7.1% 22,529 $731K
HSBC Holdings PLC 0.00% Reduce -8.6% 21,501 $701K
Empowered Funds, LLC 0.00% New 20,615 $669K
AQR Capital Management 0.00% Add +2.9% 19,622 $636K
Bank of America Corp. 0.00% Add +1.2% 19,307 $626K
Charles Schwab Investment Management Inc. 0.00% Reduce -8.2% 18,235 $591K
Barclays PLC 0.00% Reduce -37.5% 17,879 $580K
Arrowstreet Capital, Limited Partnership 0.00% No change 17,129 $555K
Bank of New York Mellon Corp 0.00% Reduce -0.0% 16,009 $519K
Seizert Capital Partners, LLC 0.02% No change 14,191 $460K
Martingale Asset Management L P 0.01% Add +7.7% 13,966 $453K
LPL Financial LLC 0.00% Reduce -10.9% 12,275 $398K
Acadian Asset Management LLC 0.00% Add +127.5% 11,570 $373K
Nuveen, LLC 0.00% No change 11,452 $371K
Curi Capital, LLC 0.01% New 10,891 $353K
Millennium Management 0.00% Reduce -16.5% 9,534 $309K
Rhumbline Advisers 0.00% Add +0.2% 8,621 $280K
Citadel Advisors 0.00% Reduce -64.0% 7,609 $247K
Legato Capital Management LLC 0.02% No change 6,897 $224K
Wells Fargo & Company 0.00% Reduce -43.6% 6,583 $213K
LSV Asset Management 0.00% Reduce -14.2% 6,200 $201K
Deutsche Bank AG 0.00% Add +69.7% 6,007 $195K
UBS Group AG 0.00% Reduce -11.6% 5,986 $194K
MetLife Investment Management, LLC 0.00% No change 4,021 $130K
BNP Paribas Financial Markets 0.00% Add +26.9% 3,645 $118K
Cwm, LLC 0.00% Add +0.9% 3,375 $109K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.1% 3,309 $107K
JPMorgan Chase & Co. 0.00% Reduce -30.6% 2,783 $89K
Tower Research Capital LLC (TRC) 0.00% Add +524.1% 2,515 $82K
Vanguard Global Advisers, LLC 0.00% — 2,201 $71K
New York State Common Retirement Fund 0.00% No change 2,057 $67K
Royal Bank of Canada 0.00% Reduce -24.3% 1,644 $53K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,370 $44K
Allworth Financial LP 0.00% Add +0.5% 1,043 $34K
Russell Investments Group, Ltd. 0.00% Add +1.5% 746 $24K
Legal & General Group Plc 0.00% No change 634 $21K
Ameritas Investment Partners, Inc. 0.00% No change 556 $18K
Harbor Capital Advisors, Inc. 0.00% Add +364.4% 404 $13K
California State Teachers Retirement System 0.00% Reduce -11.7% 370 $12K
Citigroup Inc. 0.00% Add +93.9% 318 $10K
Sterling Capital Management LLC 0.00% Reduce -42.6% 226 $7K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1018.8% 179 $6K
Essential Partners LLC 0.00% No change 152 $5K
GAMMA Investing LLC 0.00% Add +5.9% 143 $5K
EverSource Wealth Advisors, LLC 0.00% Add +1.2% 83 $3K
Optiver Holding B.V. 0.00% Reduce -38.5% 64 $2K
Covestor Ltd 0.00% Reduce -30.8% 18 $1K
IFP Advisors, Inc 0.00% No change 25 $811
Los Angeles Capital Management LLC 0.00% Reduce -99.8% 20 $649
Farther Finance Advisors, LLC 0.00% No change 10 $329
MAI Capital Management 0.00% Add +250.0% 7 $228
Rothschild Investment LLC 0.00% Add +100.0% 6 $195
True Wealth Design, LLC 0.00% No change 5 $163
SBI Securities Co., Ltd. 0.00% No change 4 $130
Basecamp Wealth Advisors LLC 0.00% New 4 $130
Arax Advisory Partners 0.00% New 3 $97
Root Financial Partners, LLC 0.00% New 3 $97
PNC Financial Services Group, Inc. 0.00% No change 2 $65
Sunbelt Securities, Inc. 0.00% No change 2 $65
SJS Investment Consulting Inc. 0.00% No change 2 $65
Caldwell Sutter Capital, Inc. 0.00% No change 1 $32

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