Who owns Oak Valley Bancorp (OVLY)
Which tracked institutional funds hold OVLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OVLY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 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
12 tracked funds added or opened OVLY while 5 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
OVLY’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OVLY 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 79 tracked filers holding OVLY, 35 increased or opened the position and 26 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 OVLY 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 3
- VANGUARD CAPITAL MANAGEMENT LLC$10M
- VANGUARD FIDUCIARY TRUST CO$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Full exits 1
- VANGUARD GROUP INC$12M
Largest adds
- Fourthstone LLC$4M
- DIMENSIONAL FUND ADVISORS LP$852K
- Siena Capital Partners GP, LLC$766K
- Kestra Advisory Services, LLC$721K
- STATE STREET CORP$460K
- RENAISSANCE TECHNOLOGIES LLC$403K
Largest trims
- BlackRock, Inc.$432K
- CITADEL ADVISORS LLC$388K
- LOS ANGELES CAPITAL MANAGEMENT LLC$322K
- BARCLAYS PLC$280K
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 | 427,315 | $14M | 12.7% | 2026-Q1 |
| Fourthstone LLC added | 411,189 | $13M | 12.2% | 2026-Q1 |
| Siena Capital Partners GP, LLC | 323,187 | $10M | 9.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 318,507 | $10M | 9.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 158,145 | $5M | 4.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 156,344 | $5M | 4.7% | 2026-Q1 |
| Cresset Asset Management, LLC | 140,282 | $5M | 4.2% | 2026-Q1 |
| STATE STREET CORP added | 106,149 | $3M | 3.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 56,279 | $2M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 49,287 | $2M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 47,721 | $2M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 45,014 | $1M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 43,179 | $1M | 1.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 39,472 | $1M | 1.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 35,375 | $1M | 1.1% | 2026-Q1 |
| FMR LLC added | 32,729 | $1M | 1.0% | 2026-Q1 |
| RBF Capital, LLC | 30,000 | $973K | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 24,490 | $794K | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 23,519 | $763K | 0.7% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 22,529 | $731K | 0.7% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 21,501 | $701K | 0.6% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 20,615 | $669K | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 19,307 | $626K | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 18,853 | $611K | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 18,235 | $591K | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 17,879 | $580K | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17,129 | $555K | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 16,009 | $519K | 0.5% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC | 14,191 | $460K | 0.4% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 13,966 | $453K | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 12,275 | $398K | 0.4% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 11,570 | $373K | 0.3% | 2026-Q1 |
| Nuveen, LLC | 11,452 | $371K | 0.3% | 2026-Q1 |
| Curi Capital, LLC new | 10,891 | $353K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 9,534 | $309K | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 8,621 | $280K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,609 | $247K | 0.2% | 2026-Q1 |
| Legato Capital Management LLC | 6,897 | $224K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 6,583 | $213K | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 6,200 | $201K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 6,007 | $195K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 5,986 | $194K | 0.2% | 2026-Q1 |
| MetLife Investment Management, LLC | 4,021 | $130K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,645 | $118K | 0.1% | 2026-Q1 |
| CWM, LLC added | 3,375 | $109K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,309 | $107K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,783 | $89K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 2,515 | $82K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,201 | $71K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,057 | $67K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,644 | $53K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,370 | $44K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 1,043 | $34K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 746 | $24K | 0.0% | 2026-Q1 |
| Legal & General Group Plc | 634 | $21K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 556 | $18K | 0.0% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 404 | $13K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 370 | $12K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 318 | $10K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 226 | $7K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 179 | $6K | 0.0% | 2026-Q1 |
| Essential Partners LLC | 152 | $5K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 143 | $5K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 138 | $3K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 64 | $2K | 0.0% | 2026-Q1 |
| Covestor Ltd trimmed | 18 | $1K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 25 | $811 | 0.0% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 20 | $649 | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 10 | $329 | 0.0% | 2026-Q1 |
| MAI Capital Management added | 7 | $228 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 6 | $195 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 5 | $163 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 4 | $130 | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 3 | $97 | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 3 | $97 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | $65 | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. | 2 | $65 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 2 | $65 | 0.0% | 2026-Q1 |
| CALDWELL SUTTER CAPITAL, INC. | 1 | $32 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 402,627 | $12M | 11.1% | 2025-Q4 stale |
| M3F, Inc. trimmed | 113,840 | $3M | 2.8% | 2025-Q2 stale |
| Valmark Advisers, Inc. added | 60,009 | $1M | 1.4% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 9,798 | $245K | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,640 | $235K | 0.2% | 2025-Q2 stale |
| Squarepoint Ops LLC new | 8,868 | $221K | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 7,101 | $213K | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP | 8,400 | $210K | 0.2% | 2025-Q1 stale |
| SIERRA OCEAN, LLC | 5,573 | $152K | 0.1% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 3,339 | $83K | 0.1% | 2025-Q1 stale |
| OSAIC HOLDINGS, INC. trimmed | 1,020 | $29K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 279 | $8K | 0.0% | 2025-Q2 stale |
| AMALGAMATED BANK trimmed | 215 | $6K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 126 | $4K | 0.0% | 2025-Q3 stale |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 93 | $3K | 0.0% | 2025-Q1 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 32 | $799 | 0.0% | 2025-Q1 stale |
| NISA INVESTMENT ADVISORS, LLC new | 8 | $200 | 0.0% | 2025-Q1 stale |
| Clearstead Advisors, LLC new | 4 | $113 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.