Oak Valley Bancorp Ownership | Who Owns Oak Valley Bancorp?

Oak Valley Bancorp Ownership Summary

Oak Valley Bancorp is owned by 18.73% institutional investors, 18.63% insiders, and 62.64% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.77% of OVLY shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.87% of its assets in Oak Valley Bancorp shares.

OVLY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Oak Valley Bancorp	18.73%	18.63%	62.64%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	475.37K	5.77%	$14.29M
Blackrock	434.10K	5.29%	$10.84M
Vanguard group	402.63K	4.88%	$12.10M
Siena capital partners gp	323.19K	3.92%	$9.72M
Fourthstone	305.40K	3.70%	$9.18M
Geode capital management	159.58K	1.94%	$4.80M
Dimensional fund advisors lp	158.15K	1.92%	$5.13M
Cresset asset management	140.29K	1.70%	$3.95M
State street	99.22K	1.20%	$2.98B
Bridgeway capital management	85.32K	1.03%	$2.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Siena capital partners gp	323.19K	2.61%	$9.72M
Fourthstone	305.40K	1.72%	$9.18M
Bridgeway capital management	85.32K	0.05%	$2.40M
Rbf capital	30.00K	0.04%	$845.10K
Seizert capital partners	14.19K	0.02%	$460.21K
Legato capital management	6.90K	0.02%	$207.32K
Cresset asset management	140.29K	0.01%	$3.95M
Martingale asset management l p	11.57K	0.01%	$325.96M
Empowered funds	22.61K	0.01%	$679.81K
Kestra advisory services	23.52K	0.00%	$762.73K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	305.40K	1.72%	139.54K
Blackrock	434.10K	0.00%	56.53K
Vanguard fiduciary trust	43.18K	0.00%	43.18K
Kestra advisory services	23.52K	0.00%	22.12K
Dimensional fund advisors lp	158.15K	0.00%	15.87K

Top Sellers

Holder	Shares	% Assets	Change
M3f	-	-	-113.84K
Valmark advisers	-	-	-60.01K
Banc funds	-	-	-43.82K
Siena capital partners gp	323.19K	2.61%	-35.41K
First trust advisors lp	-	-	-18.58K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	43.18K	0.00%	43.18K	$1.40M
Martingale asset management l p	11.57K	0.01%	11.57K	$325.96M
Legato capital management	6.90K	0.02%	6.90K	$207.32K
Vanguard global advisers	2.20K	-	2.20K	$71.38K
Advisor group	1.02K	-	1.02K	$28.73K

Sold Out

Holder	Change
Innealta capital	-1.00
Clearstead advisors	-4.00
Nisa investment advisors	-8.00
Coldstream capital management	-32.00
Capital performance advisors llp	-32.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	37	-48.61%	1,545,152	-41.35%	18	1.83%	12	-67.57%	15	15.38%
Sep 30, 2025	36	-46.27%	1,842,270	-31.03%	22	2.13%	17	-39.29%	5	-77.27%
Jun 30, 2025	67	-	2,670,957	-0.11%	32	3.07%	28	-3.45%	22	29.41%
Mar 31, 2025	67	8.06%	2,673,985	-1.58%	32	2.97%	29	3.57%	17	-
Dec 31, 2024	27	-52.63%	1,114,379	-58.28%	13	1.28%	14	-50.00%	6	-62.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	240.22K	2.87%	-
Vanguard Total Stock Mkt Idx Inv	234.40K	2.79%	-
iShares Russell 2000 ETF	162.86K	1.94%	1.36K
Fidelity Low-Priced Stock	85.06K	1.01%	-29.94K
Vanguard Institutional Extnd Mkt Idx Tr	76.09K	0.90%	-
Fidelity Small Cap Index	66.78K	0.79%	-271.00
iShares Russell 2000 Value ETF	56.82K	0.68%	308.00
Fidelity Global Intrinsic Value Cl F5	50.00K	0.60%	-
Russell 2000 Equity Index Fund B	48.98K	0.58%	-22.00
Avantis US Small Cap Value ETF	38.61K	0.46%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 05, 2026	LAFFERTY ALLISON	-	Buy	$5.97K
Apr 29, 2026	Leonard Daniel J	-	Buy	$12.38K
Feb 27, 2026	LAFFERTY ALLISON	-	Buy	$10.47K
Feb 27, 2026	LAFFERTY ALLISON	-	Buy	$6.03K
Feb 13, 2026	WITHROW TERRANCE P	-	Buy	$9.99K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	2	-
2026 Q1	5	1
2025 Q4	7	2
2025 Q3	9	3
2025 Q2	9	39

OVLY Ownership FAQ

Who Owns Oak Valley Bancorp?

Oak Valley Bancorp shareholders are primarily institutional investors at 18.73%, followed by 18.63% insiders and 62.64% retail investors. The average institutional ownership in Oak Valley Bancorp's industry, Regional Banks Stocks, is 31.75%, which Oak Valley Bancorp falls below.

Who owns the most shares of Oak Valley Bancorp?

Oak Valley Bancorp’s largest shareholders are Blackrock funding, inc. /de (475.37K shares, 5.77%), Blackrock (434.1K shares, 5.29%), and Vanguard group (402.63K shares, 4.88%). Together, they hold 15.94% of Oak Valley Bancorp’s total shares outstanding.

Does Blackrock own Oak Valley Bancorp?

Yes, BlackRock owns 5.29% of Oak Valley Bancorp, totaling 434.1K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 10.84M$. In the last quarter, BlackRock increased its holdings by 56.53K shares, a 14.97% change.

Who is Oak Valley Bancorp’s biggest shareholder by percentage of total assets invested?

Siena capital partners gp is Oak Valley Bancorp’s biggest shareholder by percentage of total assets invested, with 2.61% of its assets in 323.19K Oak Valley Bancorp shares, valued at 9.72M$.

Who is the top mutual fund holder of Oak Valley Bancorp shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Oak Valley Bancorp shares, with 2.87% of its total shares outstanding invested in 240.22K Oak Valley Bancorp shares.

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