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OceanFirst Financial Ownership | Who Owns OceanFirst Financial?

OverviewForecastRevenueFinancialsChartTranscripts

OceanFirst Financial Ownership Summary

OceanFirst Financial is owned by 142.70% institutional investors, 2.43% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.43% of OCFC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.06% of its assets in OceanFirst Financial shares.

OCFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockOceanFirst Financial142.70%2.43%-45.13%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de9.94M17.43%$194.14M
Warburg pincus9.57M16.78%$186.99M
Blackrock8.30M14.13%$131.96M
Dimensional fund advisors lp4.59M8.05%$89.64M
Wellington management group llp4.11M7.21%$80.35M
State street3.87M6.78%$75.57M
Vanguard capital management3.67M6.44%$71.73M
Vanguard group3.41M5.98%$61.16M
T. rowe price investment management2.93M5.14%$57.25M
Two sigma investments, lp2.41M4.22%$46.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Warburg pincus9.57M100.00%$186.99M
Strategic value bank partners627.33K8.58%$12.25M
Endeavour capital advisors1.35M5.40%$26.32M
Mirabella financial services llp1.29M2.41%$25.25M
Mendon capital advisors253.42K1.75%$4.95M
Glendon capital management lp539.54K1.36%$10.54M
Mesirow institutional investment management697.79K0.97%$12.63M
Third avenue management246.66K0.77%$4.82M
Systematic financial management lp1.52M0.59%$29.64M
Addison capital164.88K0.53%$3.22M

Top Buyers

HolderShares% AssetsChange
Warburg pincus9.57M100.00%9.57M
Blackrock funding, inc. /de9.94M0.00%3.21M
Wellington management group llp4.11M0.01%1.52M
Vanguard capital management3.67M0.00%1.25M
Dimensional fund advisors lp4.59M0.02%1.18M

Top Sellers

HolderShares% AssetsChange
Metlife investment management50.35K0.00%-667.66K
Canyon capital advisors---613.23K
First trust advisors lp20.59K0.00%-255.24K
Kestrel investment management---197.05K
Jupiter asset management---183.05K

New Positions

HolderShares% AssetsChangeValue
Warburg pincus9.57M100.00%9.57M$186.99M
Sixth street partners management company1.08M0.00%1.08M$21.01M
Dana investment advisors425.72K0.22%425.72K$8.31M
Prudential financial267.41K0.01%267.41K$5.22M
Rmb capital management198.88K0.06%198.88K$3.88M

Sold Out

HolderChange
Brown brothers harriman-2.00
Nelson, van denburg & campbell wealth management group-11.00
Stephens consulting-20.00
Bruce g. allen investments-22.00
Simplex trading-42.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202623312.56%81,401,45262.04%1421.83%16653.70%39-35.00%
Mar 31, 2026117-37.77%27,528,312-40.32%480.74%51-31.08%35-53.33%
Dec 31, 2025129-32.11%30,843,723-29.24%540.96%44-42.86%53-27.40%
Sep 30, 2025182-2.15%43,511,6633.59%751.43%72-14.29%724.35%
Jun 30, 2025191-7.73%43,088,196-0.92%741.33%84-16.00%745.71%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF1.78M3.06%-
Vanguard Total Stock Mkt Idx Inv2.60M2.99%-
Vanguard Morn Total Stk Mkt Idx Investor2.60M2.99%-
Vanguard MStar Total Stk Mkt Idx Invest2.60M2.69%-
iShares Russell 2000 ETF2.16M2.19%-38.30K
NYLI Merger Arbitrage ETF937.20K1.63%-
Wellington CIF II SMID Cap Research788.47K1.37%747.12K
CS McKee Micro Cap Value1.11M1.28%-
Royce Small-Cap Total Return Invmt734.08K1.26%168.93K
Royce Small-Cap Quality Value Composite734.08K1.26%168.93K

Recent Insider Transactions

DateNameRoleActivityValue
Aug 31, 2026Schaeffer Brian SEVP & CIO, OceanFirst BankSell$103.98K
Aug 07, 2026BURAN JOHN R-Sell$2.20M
Nov 11, 2024Murphy Joseph M. Jr.-Sell$30.05K
May 02, 2024Schaeffer Brian EVP & CIO, OceanFirst BankSell$54.22K
Mar 05, 2024ESTEP MICHELE B EVP & CAO, OceanFirst BankSell$102.59K

Insider Transactions Trends

DateBuySell
2026 Q3-2
2026 Q2--
2026 Q1--
2025 Q4--
2025 Q2--

OCFC Ownership FAQ

Who Owns OceanFirst Financial?

OceanFirst Financial shareholders are primarily institutional investors at 142.70%, followed by 2.43% insiders and -45.13% retail investors. The average institutional ownership in OceanFirst Financial's industry, Regional Banks Stocks, is 56.79%, which OceanFirst Financial exceeds.

Who owns the most shares of OceanFirst Financial?

OceanFirst Financial’s largest shareholders are Blackrock funding, inc. /de (9.94M shares, 17.43%), Warburg pincus (9.57M shares, 16.78%), and Blackrock (8.3M shares, 14.13%). Together, they hold 48.34% of OceanFirst Financial’s total shares outstanding.

Does Blackrock own OceanFirst Financial?

Yes, BlackRock owns 14.13% of OceanFirst Financial, totaling 8.3M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 131.96M$. In the last quarter, BlackRock increased its holdings by 556.15K shares, a 7.18% change.

Who is OceanFirst Financial’s biggest shareholder by percentage of total assets invested?

Warburg pincus is OceanFirst Financial’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 9.57M OceanFirst Financial shares, valued at 186.99M$.

Who is the top mutual fund holder of OceanFirst Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of OceanFirst Financial shares, with 3.06% of its total shares outstanding invested in 1.78M OceanFirst Financial shares.

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