OceanFirst Financial Ownership | Who Owns OceanFirst Financial?
OceanFirst Financial Ownership Summary
OceanFirst Financial is owned by 48.34% institutional investors, 3.32% insiders, and 48.34% retail investors. Blackrock is the largest institutional shareholder, holding 14.13% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OceanFirst Financial | 48.34% | 3.32% | 48.34% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.30M | 14.13% | $131.96M |
| Blackrock funding, inc. /de | 6.73M | 11.83% | $121.47M |
| Dimensional fund advisors lp | 3.41M | 5.99% | $61.50M |
| Vanguard group | 3.41M | 5.98% | $61.16M |
| State street | 2.88M | 5.06% | $52.00M |
| Wellington management group llp | 2.60M | 4.56% | $46.82M |
| T. rowe price investment management | 2.18M | 3.82% | $39.27M |
| Invesco | 2.00M | 3.51% | $36.01M |
| Two sigma investments, lp | 1.57M | 2.76% | $28.37M |
| Geode capital management | 1.41M | 2.48% | $25.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 627.33K | 6.08% | $11.32M |
| Endeavour capital advisors | 1.13M | 4.62% | $20.36M |
| Canyon capital advisors | 613.23K | 1.43% | $11.06M |
| Mirabella financial services llp | 798.91K | 1.36% | $14.41M |
| Mesirow institutional investment management | 697.79K | 0.97% | $12.63M |
| Third avenue management | 246.66K | 0.72% | $4.45M |
| Glendon capital management lp | 275.50K | 0.62% | $4.97M |
| Systematic financial management lp | 1.38M | 0.57% | $24.96M |
| Addison capital | 165.17K | 0.53% | $2.98M |
| Nierenberg investment management company | 39.55K | 0.35% | $713.57K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 2.88M | 0.00% | 1.06M |
| Two sigma investments, lp | 1.57M | 0.02% | 1.02M |
| Mirabella financial services llp | 798.91K | 1.36% | 798.91K |
| Strategic value bank partners | 627.33K | 6.08% | 627.33K |
| Canyon capital advisors | 613.23K | 1.43% | 613.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | 484.53K | 0.09% | -882.12K |
| Wellington management group llp | 2.60M | 0.01% | -670.18K |
| Blackrock funding, inc. /de | 6.73M | 0.00% | -371.41K |
| Russell investments group | 168.61K | 0.00% | -199.27K |
| Kestrel investment management | - | - | -197.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirabella financial services llp | 798.91K | 1.36% | 798.91K | $14.41M |
| Strategic value bank partners | 627.33K | 6.08% | 627.33K | $11.32M |
| Canyon capital advisors | 613.23K | 1.43% | 613.23K | $11.06M |
| Vanguard fiduciary trust | 367.50K | 0.00% | 367.50K | $6.63M |
| Glendon capital management lp | 275.50K | 0.62% | 275.50K | $4.97M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -11.00 |
| Stephens consulting | -20.00 |
| Bruce g. allen investments | -22.00 |
| Mai capital management | -59.00 |
| Spire wealth management | -62.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 117 | -37.77% | 27,528,312 | -40.32% | 48 | 0.74% | 51 | -31.08% | 35 | -53.33% |
| Dec 31, 2025 | 129 | -32.11% | 30,843,723 | -29.24% | 54 | 0.96% | 44 | -42.86% | 53 | -27.40% |
| Sep 30, 2025 | 182 | -2.15% | 43,511,663 | 3.59% | 75 | 1.43% | 72 | -14.29% | 72 | 4.35% |
| Jun 30, 2025 | 191 | -7.73% | 43,088,196 | -0.92% | 74 | 1.33% | 84 | -16.00% | 74 | 5.71% |
| Mar 31, 2025 | 206 | 4.04% | 43,331,210 | 0.96% | 74 | 1.37% | 99 | 1.02% | 70 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.78M | 3.06% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.73M | 3.00% | - |
| iShares Russell 2000 ETF | 1.33M | 2.32% | 11.23K |
| Avantis US Small Cap Value ETF | 990.95K | 1.72% | - |
| T. Rowe Price Small-Cap Stock | 969.04K | 1.69% | - |
| T. Rowe Price US Small-Cap Core Equity | 969.04K | 1.68% | -1.46K |
| NYLI Merger Arbitrage ETF | 937.20K | 1.63% | - |
| State Street® SPDR® S&PRgnllBkgETF | 866.99K | 1.51% | -8.02K |
| Invesco Small Cap Core | 793.72K | 1.38% | -27.56K |
| Invesco Main Street Small Cap R6 | 793.72K | 1.38% | -11.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2024 | Murphy Joseph M. Jr. | - | Sell | $30.05K |
| May 02, 2024 | Schaeffer Brian | EVP & CIO, OceanFirst Bank | Sell | $54.22K |
| Mar 05, 2024 | ESTEP MICHELE B | EVP & CAO, OceanFirst Bank | Sell | $102.59K |
| Mar 05, 2024 | Lebel Joseph III | President and COO | Sell | $126.85K |
| Mar 05, 2024 | Maher Christopher | Chairman and CEO | Sell | $159.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
OCFC Ownership FAQ
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