Oak Valley Bancorp - Common Stock (OVLY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
OVLY on Nasdaq
Shares outstanding
8,407,438
Price per share
$30.13
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,634,714
Total reported value
$74,218,517
% of total 13F portfolios
0%
Share change
-37,721
Value change
-$925,133
Number of holders
72
Price from insider filings
$30.13
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Oak Valley Bancorp - Common Stock (OVLY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 4.8% $10,896,039 403,557 BlackRock, Inc. 30 Jun 2025

As of 30 Sep 2025, 72 institutional investors reported holding 2,634,714 shares of Oak Valley Bancorp - Common Stock (OVLY). This represents 31% of the company’s total 8,407,438 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Oak Valley Bancorp - Common Stock (OVLY) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5.7% 475,621 +5.5% 0% $13,398,243
VANGUARD GROUP INC 4.8% 404,422 -2% 0% $11,392,568
Siena Capital Partners GP, LLC 4.3% 358,593 0% 2.9% $10,101,565
Fourthstone LLC 2% 165,856 +17% 0.84% $4,672,164
GEODE CAPITAL MANAGEMENT, LLC 1.9% 160,463 -0.59% 0% $4,520,771
Cresset Asset Management, LLC 1.7% 140,291 +0.01% 0.02% $3,951,997
DIMENSIONAL FUND ADVISORS LP 1.6% 133,851 +3.7% 0% $3,770,722
STATE STREET CORP 1.2% 98,419 -0.46% 0% $2,772,463
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1% 85,316 -6.5% 0.05% $2,403,352
NORTHERN TRUST CORP 0.59% 49,395 -4.2% 0% $1,391,458
Cetera Investment Advisers 0.54% 45,365 0% 0% $1,277,932
GOLDMAN SACHS GROUP INC 0.43% 35,912 +146% 0% $1,011,641
RBF Capital, LLC 0.36% 30,000 0% 0.04% $845,100
CITADEL ADVISORS LLC 0.34% 28,596 +4.1% 0% $805,549
MORGAN STANLEY 0.34% 28,403 +5.7% 0% $800,112
FMR LLC 0.33% 27,752 +34% 0% $781,774
BARCLAYS PLC 0.33% 27,663 +7.3% 0% $779,266
RENAISSANCE TECHNOLOGIES LLC 0.3% 24,973 +2.9% 0% $703,489
Empowered Funds, LLC 0.27% 22,615 -11% 0.01% $637,065
HSBC HOLDINGS PLC 0.25% 21,375 +42% 0% $603,630
AMERICAN CENTURY COMPANIES INC 0.25% 21,044 0% 0% $592,809
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% 21,033 +4.2% 0% $592,500
AQR CAPITAL MANAGEMENT LLC 0.21% 17,481 +126% 0% $492,439
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.2% 17,129 0% 0% $482,524
MILLENNIUM MANAGEMENT LLC 0.2% 16,887 +36% 0% $475,707

Institutional Holders of Oak Valley Bancorp - Common Stock (OVLY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 140 $4,209 -$331 $30.13 2
2025 Q3 2,634,714 $74,218,517 -$925,133 $28.17 72
2025 Q2 2,670,939 $72,755,806 +$389,952 $27.24 67
2025 Q1 2,673,975 $66,747,260 -$1,179,481 $24.96 67
2024 Q4 2,716,924 $79,477,201 +$1,311,497 $29.25 62
2024 Q3 2,671,072 $70,973,694 +$206,039 $26.57 57
2024 Q2 2,638,103 $65,874,506 +$1,919,735 $24.97 56
2024 Q1 2,552,711 $63,257,981 -$395,701 $24.78 52
2023 Q4 2,557,879 $76,609,952 +$2,363,427 $29.95 52
2023 Q3 2,500,628 $62,755,041 +$6,331,935 $25.08 53
2023 Q2 2,269,115 $57,158,982 +$3,505,244 $25.19 53
2023 Q1 2,107,324 $49,855,422 -$1,236,724 $23.66 41
2022 Q4 2,172,408 $49,204,507 +$4,200,892 $22.65 32
2022 Q3 1,986,953 $35,504,000 -$1,609,058 $17.87 30
2022 Q2 2,049,868 $35,252,000 -$1,635,260 $17.19 25
2022 Q1 2,173,021 $40,096,000 +$261,495 $18.45 27
2021 Q4 2,161,872 $37,616,000 +$309,229 $17.40 32
2021 Q3 2,017,525 $35,484,717 +$96,049 $17.55 34
2021 Q2 2,014,513 $36,597,781 -$7,965,427 $18.16 38
2021 Q1 2,502,176 $42,912,588 +$12,924,163 $17.15 39
2020 Q4 1,748,700 $29,064,221 +$536,976 $16.62 38
2020 Q3 1,714,426 $19,648,803 -$229,910 $11.46 35
2020 Q2 1,731,743 $21,960,720 -$266,718 $12.68 37
2020 Q1 1,755,632 $27,635,399 -$282,392 $15.74 36
2019 Q4 1,765,180 $34,349,047 +$762,348 $19.46 38
2019 Q3 1,695,539 $28,435,133 +$246,273 $16.77 37
2019 Q2 1,681,294 $32,863,103 +$110,140 $19.55 36
2019 Q1 1,686,136 $29,742,933 -$98,045 $17.64 36
2018 Q4 1,688,550 $30,808,063 +$332,806 $18.29 37
2018 Q3 1,670,842 $32,830,461 +$302,834 $19.65 38
2018 Q2 1,647,272 $37,655,237 +$9,119,759 $22.87 42
2018 Q1 1,248,821 $27,800,000 +$1,676,580 $22.28 23
2017 Q4 1,164,881 $22,760,435 +$455,811 $19.54 20
2017 Q3 1,147,887 $19,271,000 +$523,530 $16.79 19
2017 Q2 1,116,828 $15,539,000 +$587,639 $13.90 18
2017 Q1 1,075,087 $14,288,000 +$170,771 $13.20 18
2016 Q4 1,061,201 $13,321,000 +$653,978 $12.55 15
2016 Q3 646,617 $6,590,000 -$79,495 $10.18 13
2016 Q2 654,570 $6,381,000 +$240,832 $9.75 13
2016 Q1 627,852 $5,818,000 -$10,445 $9.26 12
2015 Q4 628,492 $6,531,000 -$17,827 $10.40 13
2015 Q3 631,959 $5,995,000 -$117,717 $9.47 11
2015 Q2 643,833 $6,343,710 +$254,102 $9.86 13
2015 Q1 618,113 $6,096,720 -$27,699 $9.87 11
2014 Q4 620,657 $6,308,000 -$193,824 $10.16 9
2014 Q3 638,952 $6,410,000 +$220,217 $10.03 11
2014 Q2 616,946 $6,126,000 +$186,501 $9.93 11
2014 Q1 597,984 $5,627,000 +$1,363,660 $9.41 7