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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 6,733,554 | $121M | 12.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,409,103 | $61M | 6.3% | 2026-Q1 |
| STATE STREET CORP added | 2,882,373 | $52M | 5.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,595,433 | $47M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,427,174 | $44M | 4.5% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,176,587 | $39M | 4.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,852,753 | $33M | 3.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,572,509 | $28M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,410,048 | $25M | 2.6% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 1,383,588 | $25M | 2.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,228,688 | $22M | 2.3% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 1,224,795 | $22M | 2.3% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 1,128,352 | $20M | 2.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 846,342 | $15M | 1.6% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP new | 798,906 | $14M | 1.5% | 2026-Q1 |
| MetLife Investment Management, LLC added | 718,008 | $13M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 698,411 | $13M | 1.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 691,405 | $12M | 1.3% | 2026-Q1 |
| STRATEGIC VALUE BANK PARTNERS LLC new | 627,333 | $11M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 638,675 | $11M | 1.2% | 2026-Q1 |
| Nuveen, LLC added | 622,344 | $11M | 1.2% | 2026-Q1 |
| CANYON CAPITAL ADVISORS LLC new | 613,230 | $11M | 1.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 570,700 | $10M | 1.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 567,911 | $10M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 549,838 | $10M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 514,309 | $9M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 501,862 | $9M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 493,623 | $9M | 0.9% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 484,530 | $9M | 0.9% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 482,508 | $9M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 470,092 | $8M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 402,700 | $7M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 395,487 | $7M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 367,505 | $7M | 0.7% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 322,843 | $6M | 0.6% | 2026-Q1 |
| CSM Advisors, LLC trimmed | 320,718 | $6M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 307,356 | $6M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 275,825 | $5M | 0.5% | 2026-Q1 |
| Glendon Capital Management LP new | 275,500 | $5M | 0.5% | 2026-Q1 |
| THIRD AVENUE MANAGEMENT LLC added | 246,662 | $4M | 0.5% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 235,882 | $4M | 0.4% | 2026-Q1 |
| FMR LLC added | 225,002 | $4M | 0.4% | 2026-Q1 |
| Empowered Funds, LLC added | 210,107 | $4M | 0.4% | 2026-Q1 |
| HENNESSY ADVISORS INC added | 195,000 | $4M | 0.4% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 183,046 | $3M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 168,611 | $3M | 0.3% | 2026-Q1 |
| Addison Capital Co added | 165,173 | $3M | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 159,000 | $3M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC | 158,180 | $3M | 0.3% | 2026-Q1 |
| Man Group plc added | 150,834 | $3M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 132,598 | $2M | 0.2% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 128,451 | $2M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 127,409 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 120,073 | $2M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 115,618 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 113,133 | $2M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 109,992 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 107,797 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 103,404 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 100,159 | $2M | 0.2% | 2026-Q1 |
| Jump Financial, LLC added | 99,900 | $2M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 99,489 | $2M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 94,576 | $2M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 88,414 | $2M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 83,600 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 82,496 | $1M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 82,154 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 81,719 | $1M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 80,897 | $1M | 0.2% | 2026-Q1 |
| TD Asset Management Inc | 73,444 | $1M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 71,722 | $1M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 69,886 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 68,247 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 67,758 | $1M | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 67,690 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 66,425 | $1M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 65,067 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 55,284 | $997K | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 53,800 | $971K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 53,446 | $964K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 52,621 | $949K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 49,065 | $885K | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 48,477 | $875K | 0.1% | 2026-Q1 |
| Pinnacle Holdings, LLC trimmed | 47,839 | $863K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 45,214 | $816K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,924,461 | $52M | 5.4% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 675,507 | $12M | 1.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 453,400 | $8M | 0.8% | 2025-Q4 stale |
| Foundry Partners, LLC trimmed | 303,155 | $5M | 0.5% | 2025-Q1 stale |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 197,050 | $4M | 0.4% | 2025-Q4 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 142,210 | $3M | 0.3% | 2025-Q4 stale |
| FEDERATED HERMES, INC. trimmed | 128,308 | $2M | 0.2% | 2025-Q3 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 99,132 | $2M | 0.2% | 2025-Q2 stale |
| Bridgewater Associates, LP trimmed | 94,255 | $2M | 0.2% | 2025-Q4 stale |
| Knights of Columbus Asset Advisors LLC trimmed | 64,873 | $1M | 0.1% | 2025-Q2 stale |
| Trexquant Investment LP added | 62,744 | $1M | 0.1% | 2025-Q4 stale |
| Curi Capital, LLC | 52,377 | $920K | 0.1% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 47,838 | $814K | 0.1% | 2025-Q1 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 43,893 | $773K | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 44,767 | $761K | 0.1% | 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.
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.