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Institutional Ownership · SEC Form 13F

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.

79
Institutional holders
3M
Shares held (tracked funds)
33.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed427,315$14M12.7%2026-Q1
Fourthstone LLC added411,189$13M12.2%2026-Q1
Siena Capital Partners GP, LLC323,187$10M9.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new318,507$10M9.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added158,145$5M4.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed156,344$5M4.7%2026-Q1
Cresset Asset Management, LLC140,282$5M4.2%2026-Q1
STATE STREET CORP added106,149$3M3.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed56,279$2M1.7%2026-Q1
NORTHERN TRUST CORP added49,287$2M1.5%2026-Q1
GOLDMAN SACHS GROUP INC added47,721$2M1.4%2026-Q1
Cetera Investment Advisers added45,014$1M1.3%2026-Q1
VANGUARD FIDUCIARY TRUST CO new43,179$1M1.3%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new39,472$1M1.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added35,375$1M1.1%2026-Q1
FMR LLC added32,729$1M1.0%2026-Q1
RBF Capital, LLC30,000$973K0.9%2026-Q1
MORGAN STANLEY trimmed24,490$794K0.7%2026-Q1
Kestra Advisory Services, LLC added23,519$763K0.7%2026-Q1
AMERICAN CENTURY COMPANIES INC added22,529$731K0.7%2026-Q1
HSBC HOLDINGS PLC trimmed21,501$701K0.6%2026-Q1
Empowered Funds, LLC trimmed20,615$669K0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added19,307$626K0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed18,853$611K0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed18,235$591K0.5%2026-Q1
BARCLAYS PLC trimmed17,879$580K0.5%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP17,129$555K0.5%2026-Q1
Bank of New York Mellon Corp trimmed16,009$519K0.5%2026-Q1
SEIZERT CAPITAL PARTNERS, LLC14,191$460K0.4%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added13,966$453K0.4%2026-Q1
LPL Financial LLC trimmed12,275$398K0.4%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added11,570$373K0.3%2026-Q1
Nuveen, LLC11,452$371K0.3%2026-Q1
Curi Capital, LLC new10,891$353K0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed9,534$309K0.3%2026-Q1
RHUMBLINE ADVISERS added8,621$280K0.3%2026-Q1
CITADEL ADVISORS LLC trimmed7,609$247K0.2%2026-Q1
Legato Capital Management LLC6,897$224K0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed6,583$213K0.2%2026-Q1
LSV ASSET MANAGEMENT trimmed6,200$201K0.2%2026-Q1
DEUTSCHE BANK AG\ added6,007$195K0.2%2026-Q1
UBS Group AG trimmed5,986$194K0.2%2026-Q1
MetLife Investment Management, LLC4,021$130K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added3,645$118K0.1%2026-Q1
CWM, LLC added3,375$109K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added3,309$107K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed2,783$89K0.1%2026-Q1
Tower Research Capital LLC (TRC) added2,515$82K0.1%2026-Q1
Vanguard Global Advisers, LLC new2,201$71K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,057$67K0.1%2026-Q1
ROYAL BANK OF CANADA trimmed1,644$53K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,370$44K0.0%2026-Q1
Allworth Financial LP added1,043$34K0.0%2026-Q1
Russell Investments Group, Ltd. added746$24K0.0%2026-Q1
Legal & General Group Plc634$21K0.0%2026-Q1
Ameritas Investment Partners, Inc.556$18K0.0%2026-Q1
HARBOR CAPITAL ADVISORS, INC. added404$13K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed370$12K0.0%2026-Q1
CITIGROUP INC added318$10K0.0%2026-Q1
Sterling Capital Management LLC trimmed226$7K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added179$6K0.0%2026-Q1
Essential Partners LLC152$5K0.0%2026-Q1
GAMMA Investing LLC added143$5K0.0%2026-Q1
EverSource Wealth Advisors, LLC added138$3K0.0%2026-Q1
Optiver Holding B.V. trimmed64$2K0.0%2026-Q1
Covestor Ltd trimmed18$1K0.0%2026-Q1
IFP Advisors, Inc25$8110.0%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed20$6490.0%2026-Q1
Farther Finance Advisors, LLC10$3290.0%2026-Q1
MAI Capital Management added7$2280.0%2026-Q1
ROTHSCHILD INVESTMENT LLC added6$1950.0%2026-Q1
True Wealth Design, LLC5$1630.0%2026-Q1
SBI Securities Co., Ltd.4$1300.0%2026-Q1
Arax Advisory Partners trimmed3$970.0%2026-Q1
Root Financial Partners, LLC new3$970.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.2$650.0%2026-Q1
SJS Investment Consulting Inc.2$650.0%2026-Q1
Sunbelt Securities, Inc.2$650.0%2026-Q1
CALDWELL SUTTER CAPITAL, INC.1$320.0%2026-Q1
VANGUARD GROUP INC trimmed402,627$12M11.1%2025-Q4 stale
M3F, Inc. trimmed113,840$3M2.8%2025-Q2 stale
Valmark Advisers, Inc. added60,009$1M1.4%2025-Q1 stale
TWO SIGMA INVESTMENTS, LP trimmed9,798$245K0.2%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed8,640$235K0.2%2025-Q2 stale
Squarepoint Ops LLC new8,868$221K0.2%2025-Q1 stale
JANE STREET GROUP, LLC trimmed7,101$213K0.2%2025-Q4 stale
TWO SIGMA ADVISERS, LP8,400$210K0.2%2025-Q1 stale
SIERRA OCEAN, LLC5,573$152K0.1%2025-Q2 stale
Corebridge Financial, Inc. trimmed3,339$83K0.1%2025-Q1 stale
OSAIC HOLDINGS, INC. trimmed1,020$29K0.0%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new279$8K0.0%2025-Q2 stale
AMALGAMATED BANK trimmed215$6K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC.126$4K0.0%2025-Q3 stale
PICTON MAHONEY ASSET MANAGEMENT trimmed93$3K0.0%2025-Q1 stale
COLDSTREAM CAPITAL MANAGEMENT INC new32$7990.0%2025-Q1 stale
NISA INVESTMENT ADVISORS, LLC new8$2000.0%2025-Q1 stale
Clearstead Advisors, LLC new4$1130.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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