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
$30.06
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,681,147
Total reported value
$80,565,049
% of total 13F portfolios
0%
Share change
+67,653
Value change
+$2,080,514
Number of holders
72
Price from insider filings
$30.06
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 31 Dec 2025, 72 institutional investors reported holding 2,681,147 shares of Oak Valley Bancorp - Common Stock (OVLY). This represents 32% 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 30% 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% 475,369 -0.05% 0% $14,289,592
VANGUARD GROUP INC 4.8% 402,627 -0.44% 0% $12,102,968
Siena Capital Partners GP, LLC 3.8% 323,187 -9.9% 2.6% $9,715,001
Fourthstone LLC 3.6% 305,401 +84% 1.7% $9,180,354
GEODE CAPITAL MANAGEMENT, LLC 1.9% 159,581 -0.55% 0% $4,797,541
DIMENSIONAL FUND ADVISORS LP 1.7% 142,280 +6.3% 0% $4,276,912
Cresset Asset Management, LLC 1.7% 140,282 0% 0.02% $4,216,877
STATE STREET CORP 1.2% 99,225 +0.82% 0% $2,982,704
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.69% 58,279 -32% 0.04% $1,751,867
Cetera Investment Advisers 0.54% 45,003 -0.8% 0% $1,352,790
NORTHERN TRUST CORP 0.53% 44,859 -9.2% 0% $1,348,461
GOLDMAN SACHS GROUP INC 0.51% 42,897 +19% 0% $1,289,484
FMR LLC 0.39% 32,712 +18% 0% $983,323
MORGAN STANLEY 0.37% 30,772 +8.3% 0% $925,006
RBF Capital, LLC 0.36% 30,000 0% 0.04% $901,800
BARCLAYS PLC 0.34% 28,594 +3.4% 0% $859,536
RENAISSANCE TECHNOLOGIES LLC 0.29% 24,773 -0.8% 0% $744,676
CITADEL ADVISORS LLC 0.25% 21,133 -26% 0% $635,258
AMERICAN CENTURY COMPANIES INC 0.25% 21,044 0% 0% $632,583
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% 19,865 -5.6% 0% $597,142
BANK OF AMERICA CORP /DE/ 0.23% 19,084 +17% 0% $573,665
AQR CAPITAL MANAGEMENT LLC 0.23% 19,063 +9% 0% $573,035
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.2% 17,129 0% 0% $514,898
Bank of New York Mellon Corp 0.19% 16,016 -0.86% 0% $481,444
SEIZERT CAPITAL PARTNERS, LLC 0.17% 14,191 0% 0.02% $426,581

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 2,681,147 $80,565,049 +$2,080,514 $30.06 72
2025 Q3 2,634,705 $74,218,263 -$925,894 $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