OceanFirst Financial Ownership | Who Owns OceanFirst Financial?
OceanFirst Financial Ownership Summary
OceanFirst Financial is owned by 54.17% institutional investors, 3.27% insiders, and 42.56% 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 | 54.17% | 3.27% | 42.56% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 8.30M | 14.13% | $131.96M |
| Blackrock funding, inc. /de | 7.10M | 12.48% | $127.53M |
| Vanguard group | 3.41M | 5.98% | $61.16M |
| Dimensional fund advisors lp | 3.23M | 5.62% | $57.98M |
| Wellington management group llp | 2.39M | 4.13% | $41.96M |
| Invesco | 1.87M | 3.24% | $32.93M |
| State street | 1.82M | 3.17% | $32.63B |
| Geode capital management | 1.42M | 2.49% | $25.50M |
| Royce & associates lp | 1.37M | 2.40% | $24.53M |
| American century companies | 1.32M | 2.28% | $23.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Endeavour capital advisors | 800.00K | 4.00% | $14.36M |
| Kestrel investment management | 197.05K | 2.00% | $3.54M |
| Mesirow institutional investment management | 697.79K | 0.97% | $12.63M |
| Third avenue management | 192.81K | 0.63% | $3.46M |
| Addison capital | 122.72K | 0.55% | $2.20M |
| Systematic financial management lp | 1.20M | 0.51% | $21.58M |
| Mendon capital advisors | 50.00K | 0.34% | $878.50K |
| Pinnacle | 51.24K | 0.31% | $919.76K |
| Foundry partners | 303.79K | 0.28% | $5.50M |
| Royce & associates lp | 1.37M | 0.25% | $24.53M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.39M | 0.01% | 1.18M |
| Blackrock | 8.30M | 0.00% | 556.15K |
| Foundry partners | 303.79K | 0.28% | 289.23K |
| Mesirow institutional investment management | 697.79K | 0.97% | 178.76K |
| Bessemer group | 158.18K | 0.00% | 158.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.10M | 0.00% | -457.27K |
| Royce & associates lp | 1.37M | 0.25% | -296.00K |
| Basswood capital management | - | - | -148.89K |
| Ameriprise financial | 595.12K | 0.00% | -135.08K |
| Federated hermes | - | - | -128.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bessemer group | 158.18K | 0.00% | 158.18K | $2.84M |
| Td asset management | 73.44K | 0.00% | 73.44K | $1.32M |
| Exoduspoint capital management, lp | 53.38K | 0.01% | 53.38K | $937.85K |
| Man group | 41.14K | 0.00% | 41.14K | $722.76K |
| Hightower advisors | 33.73K | 0.00% | 33.73K | $605.38K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 186 | -5.10% | 40,152,623 | -4.16% | 69 | 1.33% | 89 | -4.30% | 61 | -3.17% |
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 | 3.01% | - |
| iShares Russell 2000 ETF | 1.40M | 2.43% | 133.19K |
| NYLI Merger Arbitrage ETF | 1.04M | 1.82% | - |
| Avantis US Small Cap Value ETF | 998.93K | 1.74% | - |
| T. Rowe Price US Small-Cap Core Equity | 970.50K | 1.69% | 970.50K |
| T. Rowe Price Small-Cap Stock | 970.50K | 1.69% | - |
| BlackRock Advantage Small Cap Core Instl | 839.57K | 1.46% | -56.94K |
| Invesco Main Street Small Cap R6 | 821.28K | 1.43% | 28.63K |
| Invesco Small Cap Core | 821.28K | 1.43% | 71.04K |
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 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
OCFC Ownership FAQ
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