Skip to main content
Institutional Ownership · SEC Form 13F

Who owns OceanFirst Financial (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

218
Institutional holders
75M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on OCFC is one-sided between 2026-Q1 and 2026-Q2: 89 added or opened and 25 trimmed or exited — on balance accumulating.

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 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their OCFC positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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 2026-Q1 and 2026-Q2 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 18

  • WARBURG PINCUS LLC$187M
  • Dana Investment Advisors, Inc.$8M
  • PRUDENTIAL FINANCIAL INC$5M
  • Curi Capital, LLC$4M
  • Qube Research & Technologies Ltd$2M
  • Y-Intercept (Hong Kong) Ltd$2M

Full exits 15

  • T. Rowe Price Investment Management, Inc.$39M
  • GW&K Investment Management, LLC$22M
  • CANYON CAPITAL ADVISORS LLC$11M
  • LSV ASSET MANAGEMENT$9M
  • CSM Advisors, LLC$6M
  • JUPITER ASSET MANAGEMENT LTD$3M

Largest adds

  • BlackRock, Inc.$73M
  • WELLINGTON MANAGEMENT GROUP LLP$34M
  • DIMENSIONAL FUND ADVISORS LP$28M
  • VANGUARD CAPITAL MANAGEMENT LLC$28M
  • STATE STREET CORP$24M
  • TWO SIGMA INVESTMENTS, LP$19M

Largest trims

  • MetLife Investment Management, LLC$12M
  • FIRST TRUST ADVISORS LP$5M
  • ExodusPoint Capital Management, LP$1M
  • Brevan Howard Capital Management LP$908K
  • WEDGE CAPITAL MANAGEMENT L L P/NC$763K
  • SEI INVESTMENTS CO$490K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added9,940,366$194M13.6%2026-Q2
WARBURG PINCUS LLC new9,574,639$187M13.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added4,589,658$90M6.3%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added4,114,069$80M5.6%2026-Q2
STATE STREET CORP added3,869,335$76M5.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added3,672,693$72M5.0%2026-Q2
TWO SIGMA INVESTMENTS, LP added2,406,209$47M3.3%2026-Q2
Invesco Ltd. added2,391,416$47M3.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,200,983$43M3.0%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP added1,517,701$30M2.1%2026-Q2
ENDEAVOUR CAPITAL ADVISORS INC added1,347,421$26M1.8%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added1,295,618$25M1.8%2026-Q2
MIRABELLA FINANCIAL SERVICES LLP added1,292,641$25M1.8%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed1,188,360$23M1.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,075,612$21M1.5%2026-Q2
Nuveen, LLC added913,179$18M1.2%2026-Q2
GAMCO INVESTORS, INC. ET AL added863,433$17M1.2%2026-Q2
JPMORGAN CHASE & CO added832,878$16M1.1%2026-Q2
GOLDMAN SACHS GROUP INC added795,920$16M1.1%2026-Q2
NORTHERN TRUST CORP added791,180$15M1.1%2026-Q2
UBS Group AG added778,555$15M1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added762,479$15M1.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC added730,153$14M1.0%2026-Q2
Bank of New York Mellon Corp added644,780$13M0.9%2026-Q2
CITADEL ADVISORS LLC added635,527$12M0.9%2026-Q2
STRATEGIC VALUE BANK PARTNERS LLC627,333$12M0.9%2026-Q2
ROYCE & ASSOCIATES LP added622,226$12M0.8%2026-Q2
AMERIPRISE FINANCIAL INC added620,865$12M0.8%2026-Q2
FMR LLC added592,910$12M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added576,258$11M0.8%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added555,727$11M0.8%2026-Q2
GLENMEDE TRUST CO NA trimmed545,317$11M0.7%2026-Q2
Glendon Capital Management LP added539,542$11M0.7%2026-Q2
GABELLI FUNDS LLC added536,950$10M0.7%2026-Q2
BANK OF AMERICA CORP /DE/ added522,726$10M0.7%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added518,827$10M0.7%2026-Q2
MORGAN STANLEY added489,405$10M0.7%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added489,306$10M0.7%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added475,056$9M0.6%2026-Q2
D. E. Shaw & Co., Inc. added455,296$9M0.6%2026-Q2
Dana Investment Advisors, Inc. new425,718$8M0.6%2026-Q2
Empowered Funds, LLC added367,932$7M0.5%2026-Q2
PRUDENTIAL FINANCIAL INC added267,408$5M0.4%2026-Q2
MENDON CAPITAL ADVISORS CORP added253,424$5M0.3%2026-Q2
THIRD AVENUE MANAGEMENT LLC246,662$5M0.3%2026-Q2
Russell Investments Group, Ltd. added237,472$5M0.3%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed201,264$4M0.3%2026-Q2
Curi Capital, LLC added198,882$4M0.3%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added195,905$4M0.3%2026-Q2
HENNESSY ADVISORS INC195,000$4M0.3%2026-Q2
BARCLAYS PLC added189,874$4M0.3%2026-Q2
Addison Capital Co trimmed164,883$3M0.2%2026-Q2
Swiss National Bank added163,833$3M0.2%2026-Q2
FRANKLIN RESOURCES INC added157,373$3M0.2%2026-Q2
Jump Financial, LLC added151,452$3M0.2%2026-Q2
Squarepoint Ops LLC added142,674$3M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added135,567$3M0.2%2026-Q2
Creative Planning added134,004$3M0.2%2026-Q2
Qube Research & Technologies Ltd added127,372$2M0.2%2026-Q2
Quantinno Capital Management LP added124,465$2M0.2%2026-Q2
Y-Intercept (Hong Kong) Ltd added109,429$2M0.1%2026-Q2
RHUMBLINE ADVISERS added108,314$2M0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed105,079$2M0.1%2026-Q2
CITIGROUP INC added102,417$2M0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed98,773$2M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added95,810$2M0.1%2026-Q2
IEQ CAPITAL, LLC added94,927$2M0.1%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed91,077$2M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added89,919$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed87,771$2M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added86,172$2M0.1%2026-Q2
DEUTSCHE BANK AG\ added85,833$2M0.1%2026-Q2
Mariner, LLC added80,503$2M0.1%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed79,571$2M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added78,963$2M0.1%2026-Q2
HSBC HOLDINGS PLC added76,688$1M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added76,623$1M0.1%2026-Q2
Teton Advisors, LLC new76,500$1M0.1%2026-Q2
TD Asset Management Inc73,444$1M0.1%2026-Q2
BLAIR WILLIAM & CO/IL new67,737$1M0.1%2026-Q2
DARK FOREST CAPITAL MANAGEMENT LP added66,978$1M0.1%2026-Q2
Graham Capital Management, L.P. added63,097$1M0.1%2026-Q2
Aquatic Capital Management LLC added62,239$1M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed60,813$1M0.1%2026-Q2
MARSHALL WACE, LLP new60,278$1M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed59,737$1M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added57,044$1M0.1%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed55,280$1M0.1%2026-Q2
Legal & General Group Plc added53,491$1M0.1%2026-Q2
North Star Investment Management Corp. added53,244$1M0.1%2026-Q2
SEI INVESTMENTS CO trimmed50,802$992K0.1%2026-Q2
MetLife Investment Management, LLC trimmed50,346$983K0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed49,735$971K0.1%2026-Q2
STRS OHIO added49,500$967K0.1%2026-Q2
ROYAL BANK OF CANADA trimmed48,953$956K0.1%2026-Q2
Pinnacle Holdings, LLC trimmed47,749$933K0.1%2026-Q2
ExodusPoint Capital Management, LP trimmed47,388$925K0.1%2026-Q2
CAXTON ASSOCIATES LLP added47,165$921K0.1%2026-Q2
Independent Advisor Alliance added45,735$893K0.1%2026-Q2
Cerity Partners LLC added41,955$819K0.1%2026-Q2

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