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Institutional Ownership · SEC Form 13F

Who owns OCFC (OCFC)


Which tracked institutional funds hold OCFC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OCFC company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

204
Institutional holders
50,073,575
Shares held (tracked funds)
87.3%
Of shares outstanding

How the tape is positioned

50 tracked funds added or opened OCFC while 31 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OCFC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OCFC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in OCFC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 204 tracked filers holding OCFC, 106 increased or opened the position and 84 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OCFC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 22

  • VANGUARD CAPITAL MANAGEMENT LLC$44M
  • MIRABELLA FINANCIAL SERVICES LLP$14M
  • STRATEGIC VALUE BANK PARTNERS LLC$11M
  • CANYON CAPITAL ADVISORS LLC$11M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$10M
  • VANGUARD FIDUCIARY TRUST CO$7M

Full exits 10

  • VANGUARD GROUP INC$52M
  • TWO SIGMA ADVISERS, LP$8M
  • KESTREL INVESTMENT MANAGEMENT CORP$4M
  • O'SHAUGHNESSY ASSET MANAGEMENT, LLC$3M
  • Bridgewater Associates, LP$2M
  • Trexquant Investment LP$1M

Largest adds

  • T. Rowe Price Investment Management, Inc.$38M
  • STATE STREET CORP$19M
  • TWO SIGMA INVESTMENTS, LP$18M
  • CITADEL ADVISORS LLC$8M
  • GOLDMAN SACHS GROUP INC$7M
  • ENDEAVOUR CAPITAL ADVISORS INC$6M

Largest trims

  • ROYCE & ASSOCIATES LP$16M
  • WELLINGTON MANAGEMENT GROUP LLP$12M
  • BlackRock, Inc.$6M
  • Russell Investments Group, Ltd.$4M
  • Invesco Ltd.$2M
  • Verition Fund Management LLC$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed6,733,554$121M12.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added3,409,103$61M6.3%2026-Q1
STATE STREET CORP added2,882,373$52M5.4%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed2,595,433$47M4.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,427,174$44M4.5%2026-Q1
T. Rowe Price Investment Management, Inc. added2,176,587$39M4.0%2026-Q1
Invesco Ltd. trimmed1,852,753$33M3.4%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,572,509$28M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed1,410,048$25M2.6%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP added1,383,588$25M2.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed1,228,688$22M2.3%2026-Q1
GW&K Investment Management, LLC trimmed1,224,795$22M2.3%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC added1,128,352$20M2.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added846,342$15M1.6%2026-Q1
MIRABELLA FINANCIAL SERVICES LLP new798,906$14M1.5%2026-Q1
MetLife Investment Management, LLC added718,008$13M1.3%2026-Q1
GOLDMAN SACHS GROUP INC added698,411$13M1.3%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed691,405$12M1.3%2026-Q1
STRATEGIC VALUE BANK PARTNERS LLC new627,333$11M1.2%2026-Q1
JPMORGAN CHASE & CO trimmed638,675$11M1.2%2026-Q1
Nuveen, LLC added622,344$11M1.2%2026-Q1
CANYON CAPITAL ADVISORS LLC new613,230$11M1.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new570,700$10M1.1%2026-Q1
GLENMEDE TRUST CO NA trimmed567,911$10M1.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed549,838$10M1.0%2026-Q1
CITADEL ADVISORS LLC added514,309$9M1.0%2026-Q1
NORTHERN TRUST CORP added501,862$9M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ added493,623$9M0.9%2026-Q1
ROYCE & ASSOCIATES LP trimmed484,530$9M0.9%2026-Q1
LSV ASSET MANAGEMENT trimmed482,508$9M0.9%2026-Q1
Bank of New York Mellon Corp added470,092$8M0.9%2026-Q1
MORGAN STANLEY added402,700$7M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed395,487$7M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new367,505$7M0.7%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added322,843$6M0.6%2026-Q1
CSM Advisors, LLC trimmed320,718$6M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added307,356$6M0.6%2026-Q1
FIRST TRUST ADVISORS LP added275,825$5M0.5%2026-Q1
Glendon Capital Management LP new275,500$5M0.5%2026-Q1
THIRD AVENUE MANAGEMENT LLC added246,662$4M0.5%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added235,882$4M0.4%2026-Q1
FMR LLC added225,002$4M0.4%2026-Q1
Empowered Funds, LLC added210,107$4M0.4%2026-Q1
HENNESSY ADVISORS INC added195,000$4M0.4%2026-Q1
JUPITER ASSET MANAGEMENT LTD new183,046$3M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed168,611$3M0.3%2026-Q1
Addison Capital Co added165,173$3M0.3%2026-Q1
GAMCO INVESTORS, INC. ET AL159,000$3M0.3%2026-Q1
BESSEMER GROUP INC158,180$3M0.3%2026-Q1
Man Group plc added150,834$3M0.3%2026-Q1
BARCLAYS PLC trimmed132,598$2M0.2%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed128,451$2M0.2%2026-Q1
UBS Group AG trimmed127,409$2M0.2%2026-Q1
D. E. Shaw & Co., Inc. added120,073$2M0.2%2026-Q1
Squarepoint Ops LLC added115,618$2M0.2%2026-Q1
Swiss National Bank113,133$2M0.2%2026-Q1
ExodusPoint Capital Management, LP added109,992$2M0.2%2026-Q1
STIFEL FINANCIAL CORP added107,797$2M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added103,404$2M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed100,159$2M0.2%2026-Q1
Jump Financial, LLC added99,900$2M0.2%2026-Q1
Vanguard Global Advisers, LLC new99,489$2M0.2%2026-Q1
Creative Planning trimmed94,576$2M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added88,414$2M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC added83,600$2M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added82,496$1M0.2%2026-Q1
SEI INVESTMENTS CO added82,154$1M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added81,719$1M0.2%2026-Q1
FRANKLIN RESOURCES INC added80,897$1M0.2%2026-Q1
TD Asset Management Inc73,444$1M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added71,722$1M0.1%2026-Q1
Rafferty Asset Management, LLC added69,886$1M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added68,247$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added67,758$1M0.1%2026-Q1
Brevan Howard Capital Management LP added67,690$1M0.1%2026-Q1
CITIGROUP INC added66,425$1M0.1%2026-Q1
RHUMBLINE ADVISERS trimmed65,067$1M0.1%2026-Q1
Mariner, LLC trimmed55,284$997K0.1%2026-Q1
Verition Fund Management LLC trimmed53,800$971K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed53,446$964K0.1%2026-Q1
DEUTSCHE BANK AG\ added52,621$949K0.1%2026-Q1
ROYAL BANK OF CANADA added49,065$885K0.1%2026-Q1
Legal & General Group Plc trimmed48,477$875K0.1%2026-Q1
Pinnacle Holdings, LLC trimmed47,839$863K0.1%2026-Q1
Independent Advisor Alliance added45,214$816K0.1%2026-Q1
VANGUARD GROUP INC trimmed2,924,461$52M5.4%2025-Q4 stale
Glenmede Investment Management, LP trimmed675,507$12M1.2%2025-Q3 stale
TWO SIGMA ADVISERS, LP added453,400$8M0.8%2025-Q4 stale
Foundry Partners, LLC trimmed303,155$5M0.5%2025-Q1 stale
KESTREL INVESTMENT MANAGEMENT CORP trimmed197,050$4M0.4%2025-Q4 stale
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed142,210$3M0.3%2025-Q4 stale
FEDERATED HERMES, INC. trimmed128,308$2M0.2%2025-Q3 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed99,132$2M0.2%2025-Q2 stale
Bridgewater Associates, LP trimmed94,255$2M0.2%2025-Q4 stale
Knights of Columbus Asset Advisors LLC trimmed64,873$1M0.1%2025-Q2 stale
Trexquant Investment LP added62,744$1M0.1%2025-Q4 stale
Curi Capital, LLC52,377$920K0.1%2025-Q3 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed47,838$814K0.1%2025-Q1 stale
DARK FOREST CAPITAL MANAGEMENT LP added43,893$773K0.1%2025-Q2 stale
Cubist Systematic Strategies, LLC trimmed44,767$761K0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership