Oak Valley Bancorp Ownership | Who Owns Oak Valley Bancorp?
Oak Valley Bancorp Ownership Summary
Oak Valley Bancorp is owned by 32.39% institutional investors, 18.70% insiders, and 48.90% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.47% 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 | 32.39% | 18.70% | 48.90% |
| 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 funding, inc. /de | 450.65K | 5.47% | $12.28M |
| Blackrock | 434.10K | 5.29% | $10.84M |
| Vanguard group | 385.09K | 4.68% | $11.26M |
| Siena capital partners gp | 358.59K | 4.36% | $10.49M |
| Fmr | 221.97K | 2.70% | $6.49M |
| Geode capital management | 155.26K | 1.89% | $4.54M |
| Cresset asset management | 140.28K | 1.70% | $3.82M |
| M3f | 113.84K | 1.38% | $3.10M |
| Bridgeway capital management | 111.47K | 1.36% | $3.26M |
| Dimensional fund advisors lp | 108.97K | 1.33% | $3.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Siena capital partners gp | 358.59K | 2.89% | $10.49M |
| M3f | 113.84K | 0.87% | $3.10M |
| Bridgeway capital management | 111.47K | 0.07% | $3.26M |
| Rbf capital | 30.00K | 0.04% | $817.20K |
| Seizert capital partners | 14.19K | 0.02% | $386.56K |
| Cresset asset management | 140.28K | 0.02% | $3.82M |
| Empowered funds | 25.52K | 0.01% | $695.27K |
| Cetera investment advisers | 45.37K | 0.00% | $1.24M |
| Los angeles capital management | 11.72K | 0.00% | $319.25K |
| Renaissance | 22.60K | 0.00% | $660.96K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 434.10K | 0.00% | 56.53K |
| Jpmorgan chase | 23.54K | 0.00% | 12.78K |
| Los angeles capital management | 11.72K | 0.00% | 11.72K |
| Goldman sachs group | 25.91K | 0.00% | 6.34K |
| Fmr | 221.97K | 0.00% | 4.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Valmark advisers | - | - | -60.01K |
| Banc funds | - | - | -43.82K |
| Blackrock funding, inc. /de | 450.65K | 0.00% | -26.29K |
| Kestra advisory services | - | - | -21.12K |
| First trust advisors lp | - | - | -18.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Los angeles capital management | 11.72K | 0.00% | 11.72K | $319.25K |
| Lsv asset management | 2.92K | 0.00% | 2.92K | $79.00K |
| Deutsche bank ag\ | 2.03K | - | 2.03K | $59.38K |
| Raymond james financial | 279.00 | - | 279.00 | $7.60K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Srs capital advisors | -8.00 |
| Nisa investment advisors | -8.00 |
| Russell investments group | -8.00 |
| Coldstream capital management | -32.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 57 | 1.79% | 2,671,072 | 1.25% | 32 | 3.15% | 28 | -9.68% | 16 | 33.33% |
| Jun 30, 2024 | 56 | 3.70% | 2,638,103 | 2.94% | 32 | 3.29% | 31 | 63.16% | 12 | -40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 240.22K | 2.87% | - |
| Vanguard Total Stock Mkt Idx Inv | 235.04K | 2.80% | -5.18K |
| iShares Russell 2000 ETF | 168.91K | 2.02% | -3.25K |
| Fidelity Low-Priced Stock | 85.06K | 1.01% | -29.94K |
| Vanguard Institutional Extnd Mkt Idx Tr | 76.84K | 0.92% | -40.51K |
| Fidelity Small Cap Index | 68.07K | 0.81% | - |
| iShares Russell 2000 Value ETF | 58.98K | 0.70% | 44.00 |
| Fidelity Global Intrinsic Value Cl F5 | 50.00K | 0.60% | - |
| Fidelity Extended Market Index | 36.31K | 0.43% | -95.00 |
| Bridgeway Ultra-Small Company | 35.66K | 0.43% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 01, 2025 | LAFFERTY ALLISON | - | Buy | $4.37K |
| Aug 14, 2025 | LAFFERTY ALLISON | - | Buy | $8.64K |
| Aug 14, 2025 | LAFFERTY ALLISON | - | Buy | $5.85K |
| Aug 08, 2025 | Haidlen Erich A | - | Buy | $1.93K |
| Aug 08, 2025 | Haidlen Erich A | - | Buy | $4.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 9 | 2 |
| 2025 Q2 | 9 | 39 |
| 2025 Q1 | 7 | 57 |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 5 | 2 |
OVLY Ownership FAQ
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