OceanFirst Financial Ownership | Who Owns OceanFirst Financial?
OceanFirst Financial Ownership Summary
OceanFirst Financial is owned by 74.43% institutional investors, 3.27% insiders, and 22.30% 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 | 74.43% | 3.27% | 22.30% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.30M | 14.13% | $131.96M |
| Blackrock funding, inc. /de | 7.89M | 13.62% | $138.86M |
| Vanguard group | 3.45M | 5.95% | $62.53M |
| Dimensional fund advisors lp | 3.23M | 5.56% | $58.44M |
| State street | 1.73M | 2.95% | $27.55M |
| Invesco | 1.68M | 2.89% | $30.32M |
| Royce & associates lp | 1.47M | 2.54% | $25.91M |
| Geode capital management | 1.40M | 2.42% | $25.39M |
| American century companies | 1.34M | 2.32% | $23.61M |
| Boston partners | 1.34M | 2.29% | $21.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 755.63K | 4.58% | $13.31M |
| Mesirow institutional investment management | 697.79K | 0.97% | $12.63M |
| Addison capital | 143.73K | 0.88% | $2.53M |
| Third avenue management | 162.24K | 0.59% | $2.86M |
| Systematic financial management lp | 983.77K | 0.46% | $17.32M |
| Mendon capital advisors | 50.00K | 0.43% | $880.50K |
| Pinnacle | 51.24K | 0.33% | $902.34K |
| Foundry partners | 303.79K | 0.28% | $5.50M |
| Royce & associates lp | 1.47M | 0.27% | $25.91M |
| Eagle wealth strategies | 26.58K | 0.26% | $468.09K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Glenmede investment management, lp | 717.06K | 0.06% | 717.06K |
| Blackrock | 8.30M | 0.00% | 556.15K |
| Royce & associates lp | 1.47M | 0.27% | 445.17K |
| Csm advisors | 294.18K | 0.15% | 294.18K |
| Foundry partners | 303.79K | 0.28% | 289.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Verition fund management | 291.06K | 0.02% | -202.85K |
| Blackrock funding, inc. /de | 7.89M | 0.00% | -199.01K |
| Thrivent financial for lutherans | - | - | -198.71K |
| First trust advisors lp | 51.82K | 0.00% | -188.74K |
| Basswood capital management | - | - | -148.89K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Glenmede investment management, lp | 717.06K | 0.06% | 717.06K | $12.63M |
| Csm advisors | 294.18K | 0.15% | 294.18K | $5.18M |
| Bridgewater associates, lp | 109.91K | 0.01% | 109.91K | $1.94M |
| Gabelli funds | 33.34K | 0.00% | 33.34K | $587.19K |
| Raymond james financial | 26.60K | 0.00% | 26.60K | $468.36K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -11.00 |
| Stephens consulting | -20.00 |
| Bruce g. allen investments | -22.00 |
| Cary street partners investment advisory | -62.00 |
| Advisornet financial | -65.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 186 | -5.10% | 40,152,623 | -4.16% | 69 | 1.33% | 89 | -4.30% | 61 | -3.17% |
| Sep 30, 2024 | 196 | 5.38% | 41,895,790 | -1.36% | 72 | 1.38% | 93 | 1.09% | 63 | 10.53% |
| Jun 30, 2024 | 183 | -7.11% | 42,444,498 | 0.65% | 72 | 1.40% | 90 | -10.89% | 56 | -1.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.78M | 3.06% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.74M | 3.02% | -38.49K |
| iShares Russell 2000 ETF | 1.38M | 2.40% | -26.14K |
| Avantis US Small Cap Value ETF | 1.09M | 1.90% | - |
| BlackRock Advantage Small Cap Core Instl | 954.01K | 1.66% | - |
| Royce Small-Cap Total Return Invmt | 734.08K | 1.26% | 168.93K |
| Royce Small-Cap Quality Value Composite | 734.08K | 1.26% | 168.93K |
| Invesco Main Street Small Cap R6 | 713.26K | 1.24% | 11.31K |
| Invesco Small Cap Core | 713.26K | 1.22% | 23.89K |
| DFA US Small Cap Value I | 694.04K | 1.21% | - |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 7 |
OCFC Ownership FAQ
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