OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) Institutional Ownership

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

Type / Class
Equity / Common Stock
Symbol
OCFC on Nasdaq
Shares outstanding
57,291,491
Price per share
$18.35
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
45,906,942
Total reported value
$824,034,946
% of total 13F portfolios
0%
Share change
+2,429,693
Value change
+$43,892,974
Number of holders
182
Price from insider filings
$18.35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.9% $77,119,791 4,606,917 BlackRock, Inc. 31 Jan 2025
WELLINGTON MANAGEMENT GROUP LLP 5.7% $57,801,386 3,265,615 Wellington Management Group LLP 31 Dec 2025
BlackRock Portfolio Management LLC 4.8% -22% $49,420,461 -$14,696,006 2,753,229 -23% BlackRock Portfolio Management LLC 31 Dec 2025

As of 31 Dec 2025, 182 institutional investors reported holding 45,906,942 shares of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC). This represents 80% of the company’s total 57,291,491 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) together control 66% 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. 12% 7,104,966 -6% 0% $127,534,135
VANGUARD GROUP INC 5.9% 3,407,118 +0.27% 0% $61,157,767
WELLINGTON MANAGEMENT GROUP LLP 5.7% 3,265,615 +37% 0.01% $58,617,789
DIMENSIONAL FUND ADVISORS LP 5.6% 3,229,739 -0.13% 0.01% $57,975,242
T. Rowe Price Investment Management, Inc. 3.8% 2,171,316 0.02% $38,976,000
Invesco Ltd. 3.5% 1,998,148 +6.6% 0.01% $35,866,757
STATE STREET CORP 3.2% 1,817,711 +1.5% 0% $32,627,912
GEODE CAPITAL MANAGEMENT, LLC 2.5% 1,420,442 -2.1% 0% $25,499,068
ROYCE & ASSOCIATES LP 2.4% 1,366,648 -18% 0.25% $24,531,332
AMERICAN CENTURY COMPANIES INC 2.3% 1,299,509 -1.6% 0.01% $23,326,187
GW&K Investment Management, LLC 2.2% 1,252,035 -2.3% 0.19% $22,474,000
SYSTEMATIC FINANCIAL MANAGEMENT LP 2.1% 1,202,031 +8.6% 0.51% $21,576,479
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.5% 838,218 +9.3% 0% $15,046,013
ENDEAVOUR CAPITAL ADVISORS INC 1.4% 799,997 -11% 4% $14,359,946
JPMORGAN CHASE & CO 1.3% 741,585 -11% 0% $13,311,455
MetLife Investment Management, LLC 1.3% 717,093 +14% 0.06% $12,871,819
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.2% 704,025 -1.1% 0.04% $12,637,249
GLENMEDE TRUST CO NA 1.1% 621,003 0% 0.05% $11,147,004
Nuveen, LLC 1.1% 617,634 -15% 0% $11,086,531
AMERIPRISE FINANCIAL INC 0.99% 566,984 -4.7% 0% $10,177,366
TWO SIGMA INVESTMENTS, LP 0.97% 553,815 +42% 0.01% $9,940,979
LSV ASSET MANAGEMENT 0.88% 506,708 +5.1% 0.02% $9,095,000
NORTHERN TRUST CORP 0.84% 481,155 -7.1% 0% $8,636,732
Bank of New York Mellon Corp 0.82% 468,196 +18% 0% $8,404,127
TWO SIGMA ADVISERS, LP 0.79% 453,400 +0.11% 0.02% $8,138,530

Institutional Holders of OCEANFIRST FINANCIAL CORP - Common Stock (OCFC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 45,906,942 $824,034,946 +$43,892,974 $17.95 182
2025 Q3 43,527,086 $764,745,225 +$5,734,099 $17.57 187
2025 Q2 43,221,167 $761,149,602 +$1,223,628 $17.61 192
2025 Q1 43,532,269 $740,447,697 +$21,494,383 $17.01 206
2024 Q4 42,953,880 $777,623,396 +$18,054,079 $18.10 196
2024 Q3 41,910,683 $778,969,905 -$2,205,454 $18.59 193
2024 Q2 42,487,151 $675,392,572 +$4,155,307 $15.89 183
2024 Q1 42,189,889 $692,026,407 +$5,747,753 $16.41 194
2023 Q4 41,829,865 $726,399,344 +$7,776,036 $17.36 184
2023 Q3 41,496,300 $599,924,299 -$3,321,302 $14.47 181
2023 Q2 41,838,830 $654,515,623 +$2,226,864 $15.62 170
2023 Q1 41,384,063 $764,316,302 -$12,432,378 $18.48 193
2022 Q4 41,901,960 $890,838,584 +$17,629,413 $21.25 192
2022 Q3 41,298,078 $770,095,863 -$5,903,739 $18.64 178
2022 Q2 41,464,928 $793,401,715 +$4,165,028 $19.13 188
2022 Q1 41,584,860 $836,370,044 +$7,326,000 $20.10 185
2021 Q4 41,213,462 $915,033,623 +$2,683,066 $22.20 175
2021 Q3 40,839,555 $874,434,821 +$3,328,579 $21.41 172
2021 Q2 40,682,105 $847,792,534 -$11,366,029 $20.84 164
2021 Q1 40,916,109 $979,688,746 +$9,102,733 $23.94 159
2020 Q4 40,626,806 $757,098,465 +$28,808,306 $18.63 138
2020 Q3 39,340,984 $539,200,593 -$18,485,508 $13.69 148
2020 Q2 40,686,743 $717,100,693 +$33,700,309 $17.63 144
2020 Q1 38,808,060 $616,656,558 +$22,178,090 $15.91 137
2019 Q4 36,765,727 $938,756,690 +$36,309,417 $25.54 142
2019 Q3 35,628,083 $840,720,831 +$5,229,426 $23.60 135
2019 Q2 35,392,024 $879,443,519 +$29,261,571 $24.85 142
2019 Q1 35,256,452 $848,324,524 -$22,316,133 $24.06 136
2018 Q4 36,260,136 $816,370,019 +$513,707 $22.51 132
2018 Q3 36,016,017 $980,139,252 +$4,924,460 $27.22 135
2018 Q2 35,707,498 $1,069,838,550 +$33,586,560 $29.96 135
2018 Q1 34,730,030 $926,154,636 +$285,897,669 $26.75 132
2017 Q4 24,412,769 $640,916,908 +$31,339,385 $26.25 134
2017 Q3 23,108,830 $635,259,774 +$30,419,428 $27.49 122
2017 Q2 22,000,897 $596,658,688 +$15,587,912 $27.12 112
2017 Q1 21,642,456 $609,776,727 +$77,866,180 $28.18 121
2016 Q4 20,273,179 $608,753,886 +$94,075,424 $30.03 128
2016 Q3 17,430,620 $335,707,617 +$35,719,544 $19.26 110
2016 Q2 15,608,660 $283,601,924 +$79,113,766 $18.17 108
2016 Q1 11,259,472 $199,082,000 +$20,149,725 $17.68 88
2015 Q4 10,036,532 $201,049,680 +$3,300,889 $20.03 81
2015 Q3 9,514,966 $164,412,712 +$2,729,946 $17.22 79
2015 Q2 9,849,655 $183,696,966 -$1,625,452 $18.65 77
2015 Q1 9,937,556 $171,594,009 -$1,280,914 $17.27 69
2014 Q4 10,012,143 $171,590,473 -$3,055,838 $17.14 71
2014 Q3 10,257,508 $163,190,324 +$1,017,299 $15.91 76
2014 Q2 10,192,690 $168,786,214 -$923,840 $16.56 77
2014 Q1 10,242,848 $181,195,614 +$3,290,920 $17.69 73