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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,940,366 | $194M | 13.6% | 2026-Q2 |
| WARBURG PINCUS LLC new | 9,574,639 | $187M | 13.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,589,658 | $90M | 6.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 4,114,069 | $80M | 5.6% | 2026-Q2 |
| STATE STREET CORP added | 3,869,335 | $76M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,672,693 | $72M | 5.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,406,209 | $47M | 3.3% | 2026-Q2 |
| Invesco Ltd. added | 2,391,416 | $47M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,200,983 | $43M | 3.0% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 1,517,701 | $30M | 2.1% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 1,347,421 | $26M | 1.8% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 1,295,618 | $25M | 1.8% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP added | 1,292,641 | $25M | 1.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,188,360 | $23M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,075,612 | $21M | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 913,179 | $18M | 1.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL added | 863,433 | $17M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 832,878 | $16M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 795,920 | $16M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 791,180 | $15M | 1.1% | 2026-Q2 |
| UBS Group AG added | 778,555 | $15M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 762,479 | $15M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 730,153 | $14M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 644,780 | $13M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 635,527 | $12M | 0.9% | 2026-Q2 |
| STRATEGIC VALUE BANK PARTNERS LLC | 627,333 | $12M | 0.9% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 622,226 | $12M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 620,865 | $12M | 0.8% | 2026-Q2 |
| FMR LLC added | 592,910 | $12M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 576,258 | $11M | 0.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 555,727 | $11M | 0.8% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 545,317 | $11M | 0.7% | 2026-Q2 |
| Glendon Capital Management LP added | 539,542 | $11M | 0.7% | 2026-Q2 |
| GABELLI FUNDS LLC added | 536,950 | $10M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 522,726 | $10M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 518,827 | $10M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 489,405 | $10M | 0.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 489,306 | $10M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 475,056 | $9M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 455,296 | $9M | 0.6% | 2026-Q2 |
| Dana Investment Advisors, Inc. new | 425,718 | $8M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 367,932 | $7M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 267,408 | $5M | 0.4% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP added | 253,424 | $5M | 0.3% | 2026-Q2 |
| THIRD AVENUE MANAGEMENT LLC | 246,662 | $5M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 237,472 | $5M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 201,264 | $4M | 0.3% | 2026-Q2 |
| Curi Capital, LLC added | 198,882 | $4M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 195,905 | $4M | 0.3% | 2026-Q2 |
| HENNESSY ADVISORS INC | 195,000 | $4M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 189,874 | $4M | 0.3% | 2026-Q2 |
| Addison Capital Co trimmed | 164,883 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 163,833 | $3M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 157,373 | $3M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 151,452 | $3M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 142,674 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 135,567 | $3M | 0.2% | 2026-Q2 |
| Creative Planning added | 134,004 | $3M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 127,372 | $2M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 124,465 | $2M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 109,429 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 108,314 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 105,079 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 102,417 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 98,773 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 95,810 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 94,927 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 91,077 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 89,919 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 87,771 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 86,172 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 85,833 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 80,503 | $2M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 79,571 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 78,963 | $2M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 76,688 | $1M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 76,623 | $1M | 0.1% | 2026-Q2 |
| Teton Advisors, LLC new | 76,500 | $1M | 0.1% | 2026-Q2 |
| TD Asset Management Inc | 73,444 | $1M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL new | 67,737 | $1M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 66,978 | $1M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 63,097 | $1M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 62,239 | $1M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 60,813 | $1M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 60,278 | $1M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 59,737 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 57,044 | $1M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 55,280 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 53,491 | $1M | 0.1% | 2026-Q2 |
| North Star Investment Management Corp. added | 53,244 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 50,802 | $992K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 50,346 | $983K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 49,735 | $971K | 0.1% | 2026-Q2 |
| STRS OHIO added | 49,500 | $967K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 48,953 | $956K | 0.1% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 47,749 | $933K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 47,388 | $925K | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 47,165 | $921K | 0.1% | 2026-Q2 |
| Independent Advisor Alliance added | 45,735 | $893K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 41,955 | $819K | 0.1% | 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.
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.